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Installed Building Products, Inc.（IBP）とDave & Buster's Entertainment, Inc.（PLAY）の財務データ比較。上の社名をクリックして会社を切り替えられます
Installed Building Products, Inc.の直近四半期売上が大きい（$747.5M vs $448.2M、Dave & Buster's Entertainment, Inc.の約1.7倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -9.4%、差は19.6%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -1.1%）。Installed Building Products, Inc.の直近四半期フリーキャッシュフローが多い（$49.3M vs $-20.6M）。過去8四半期でInstalled Building Products, Inc.の売上複合成長率が高い（3.9% vs -13.5%）
Installed Building Products, Inc.は米国の大手建築製品取付サービス企業で、断熱材、雨どい、ガレージドア、防火システム、窓装飾品などの取付サービスを提供し、住宅新築、改修、商業建築の各分野で米国の広範な地域に事業を展開しています。
デイブ・アンド・バスターズ・エンターテインメントは、本社をアメリカ合衆国ダラスに置く飲食・エンターテイメント企業です。全店舗にフルサービスのレストラン、バー、「ミリオンダラー・ミッドウェイ」と呼ばれるアーケードゲームエリアを備えています。2024年2月時点で全162店舗を展開し、うち158店舗が米国本土、2店舗がプエルトリコ、残り2店舗がカナダに所在します。
IBP vs PLAY — 直接比較
損益計算書 — Q4 FY2025 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $448.2M |
| 純利益 | $76.6M | $-42.1M |
| 粗利率 | 35.0% | 85.8% |
| 営業利益率 | 14.6% | -3.6% |
| 純利益率 | 10.2% | -9.4% |
| 売上前年比 | -0.4% | -1.1% |
| 純利益前年比 | 14.5% | -28.7% |
| EPS（希薄化後） | $2.81 | $-1.22 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $747.5M | $448.2M | ||
| Q3 25 | $778.2M | $557.4M | ||
| Q2 25 | $760.3M | $567.7M | ||
| Q1 25 | $684.8M | $534.5M | ||
| Q4 24 | $750.2M | $453.0M | ||
| Q3 24 | $760.6M | $557.1M | ||
| Q2 24 | $737.6M | $588.1M | ||
| Q1 24 | $692.9M | $599.0M |
| Q4 25 | $76.6M | $-42.1M | ||
| Q3 25 | $74.4M | $11.4M | ||
| Q2 25 | $69.0M | $21.7M | ||
| Q1 25 | $45.4M | $9.3M | ||
| Q4 24 | $66.9M | $-32.7M | ||
| Q3 24 | $68.6M | $40.3M | ||
| Q2 24 | $65.2M | $41.4M | ||
| Q1 24 | $55.9M | $36.1M |
| Q4 25 | 35.0% | 85.8% | ||
| Q3 25 | 34.0% | 86.3% | ||
| Q2 25 | 34.2% | 85.5% | ||
| Q1 25 | 32.7% | 85.5% | ||
| Q4 24 | 33.6% | 85.0% | ||
| Q3 24 | 33.8% | 85.3% | ||
| Q2 24 | 34.1% | 85.2% | ||
| Q1 24 | 33.8% | 84.1% |
| Q4 25 | 14.6% | -3.6% | ||
| Q3 25 | 13.7% | 9.5% | ||
| Q2 25 | 13.3% | 11.1% | ||
| Q1 25 | 10.2% | 8.3% | ||
| Q4 24 | 13.1% | 1.4% | ||
| Q3 24 | 13.3% | 15.2% | ||
| Q2 24 | 12.9% | 14.5% | ||
| Q1 24 | 12.7% | 14.9% |
| Q4 25 | 10.2% | -9.4% | ||
| Q3 25 | 9.6% | 2.0% | ||
| Q2 25 | 9.1% | 3.8% | ||
| Q1 25 | 6.6% | 1.7% | ||
| Q4 24 | 8.9% | -7.2% | ||
| Q3 24 | 9.0% | 7.2% | ||
| Q2 24 | 8.8% | 7.0% | ||
| Q1 24 | 8.1% | 6.0% |
| Q4 25 | $2.81 | $-1.22 | ||
| Q3 25 | $2.74 | $0.32 | ||
| Q2 25 | $2.52 | $0.62 | ||
| Q1 25 | $1.64 | $0.32 | ||
| Q4 24 | $2.39 | $-0.84 | ||
| Q3 24 | $2.44 | $0.99 | ||
| Q2 24 | $2.30 | $0.99 | ||
| Q1 24 | $1.97 | $0.95 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $321.9M | $13.6M |
| 総負債低いほど良い | $886.6M | $1.6B |
| 株主資本純資産 | $709.9M | $130.8M |
| 総資産 | $2.1B | $4.1B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 12.17× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $321.9M | $13.6M | ||
| Q3 25 | $333.3M | $12.0M | ||
| Q2 25 | $305.2M | $11.9M | ||
| Q1 25 | $298.7M | $6.9M | ||
| Q4 24 | $327.6M | $8.6M | ||
| Q3 24 | $406.2M | $13.1M | ||
| Q2 24 | $380.3M | $32.1M | ||
| Q1 24 | $399.9M | $37.3M |
| Q4 25 | $886.6M | $1.6B | ||
| Q3 25 | $880.8M | $1.6B | ||
| Q2 25 | $876.1M | $1.6B | ||
| Q1 25 | $872.4M | $1.5B | ||
| Q4 24 | $874.8M | $1.5B | ||
| Q3 24 | $872.3M | $1.3B | ||
| Q2 24 | $875.8M | $1.3B | ||
| Q1 24 | $875.0M | $1.3B |
| Q4 25 | $709.9M | $130.8M | ||
| Q3 25 | $678.6M | $166.2M | ||
| Q2 25 | $664.5M | $146.8M | ||
| Q1 25 | $660.9M | $145.8M | ||
| Q4 24 | $705.3M | $226.6M | ||
| Q3 24 | $716.4M | $284.4M | ||
| Q2 24 | $685.3M | $292.5M | ||
| Q1 24 | $679.2M | $251.2M |
| Q4 25 | $2.1B | $4.1B | ||
| Q3 25 | $2.1B | $4.1B | ||
| Q2 25 | $2.0B | $4.1B | ||
| Q1 25 | $2.0B | $4.0B | ||
| Q4 24 | $2.1B | $3.9B | ||
| Q3 24 | $2.1B | $3.8B | ||
| Q2 24 | $2.0B | $3.8B | ||
| Q1 24 | $2.0B | $3.8B |
| Q4 25 | 1.25× | 12.17× | ||
| Q3 25 | 1.30× | 9.57× | ||
| Q2 25 | 1.32× | 10.98× | ||
| Q1 25 | 1.32× | 10.45× | ||
| Q4 24 | 1.24× | 6.58× | ||
| Q3 24 | 1.22× | 4.72× | ||
| Q2 24 | 1.28× | 4.58× | ||
| Q1 24 | 1.29× | 5.33× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $64.9M | $58.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $-20.6M |
| FCFマージンFCF / 売上 | 6.6% | -4.6% |
| 設備投資強度設備投資 / 売上 | 2.1% | 17.5% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | — |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $-195.6M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $58.0M | ||
| Q3 25 | $124.0M | $34.0M | ||
| Q2 25 | $90.4M | $95.8M | ||
| Q1 25 | $92.1M | $108.9M | ||
| Q4 24 | $74.8M | $-7.2M | ||
| Q3 24 | $101.4M | $101.8M | ||
| Q2 24 | $79.0M | $108.8M | ||
| Q1 24 | $84.8M | $97.2M |
| Q4 25 | $49.3M | $-20.6M | ||
| Q3 25 | $104.8M | $-55.2M | ||
| Q2 25 | $74.8M | $-58.8M | ||
| Q1 25 | $71.9M | $-61.0M | ||
| Q4 24 | $52.9M | $-138.4M | ||
| Q3 24 | $77.3M | $-14.3M | ||
| Q2 24 | $58.2M | $-4.2M | ||
| Q1 24 | $63.0M | $-25.4M |
| Q4 25 | 6.6% | -4.6% | ||
| Q3 25 | 13.5% | -9.9% | ||
| Q2 25 | 9.8% | -10.4% | ||
| Q1 25 | 10.5% | -11.4% | ||
| Q4 24 | 7.1% | -30.6% | ||
| Q3 24 | 10.2% | -2.6% | ||
| Q2 24 | 7.9% | -0.7% | ||
| Q1 24 | 9.1% | -4.2% |
| Q4 25 | 2.1% | 17.5% | ||
| Q3 25 | 2.5% | 16.0% | ||
| Q2 25 | 2.1% | 27.2% | ||
| Q1 25 | 2.9% | 31.8% | ||
| Q4 24 | 2.9% | 29.0% | ||
| Q3 24 | 3.2% | 20.8% | ||
| Q2 24 | 2.8% | 19.2% | ||
| Q1 24 | 3.1% | 20.5% |
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.67× | 2.98× | ||
| Q2 25 | 1.31× | 4.41× | ||
| Q1 25 | 2.03× | 11.71× | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.48× | 2.53× | ||
| Q2 24 | 1.21× | 2.63× | ||
| Q1 24 | 1.52× | 2.69× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
PLAY
| Game Play Credit Usage | $273.1M | 61% |
| Food And Nonalcoholic Beverages | $115.1M | 26% |
| Alcoholic Beverage | $53.7M | 12% |
| Other Entertainment | $6.3M | 1% |
| Gift Card Revenue | $3.5M | 1% |
