vs
Installed Building Products, Inc.（IBP）とパランティア・テクノロジーズ（PLTR）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
パランティア・テクノロジーズの直近四半期売上が大きい（$1.4B vs $747.5M、Installed Building Products, Inc.の約1.9倍）。パランティア・テクノロジーズの純利益率が高く（43.3% vs 10.2%、差は33.0%）。パランティア・テクノロジーズの前年同期比売上増加率が高い（70.0% vs -0.4%）。パランティア・テクノロジーズの直近四半期フリーキャッシュフローが多い（$764.0M vs $49.3M）。過去8四半期でパランティア・テクノロジーズの売上複合成長率が高い（48.9% vs 3.9%）
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。
パランティア・テクノロジーズは米国の上場企業で、データ統合・分析プラットフォームを開発しています。政府機関、軍、企業を対象に複数ソースのデータを統合・分析する機能を提供し、主力製品のGothamとFoundryは孤立したデータベースを連携させ、情報活動、テロ対策分析、法執行、企業内分析などの業務を支援します。
IBP vs PLTR — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $1.4B |
| 純利益 | $76.6M | $608.7M |
| 粗利率 | 35.0% | 84.6% |
| 営業利益率 | 14.6% | 40.9% |
| 純利益率 | 10.2% | 43.3% |
| 売上前年比 | -0.4% | 70.0% |
| 純利益前年比 | 14.5% | 670.4% |
| EPS（希薄化後） | $2.81 | $0.24 |
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 | $1.4B | ||
| Q3 25 | $778.2M | $1.2B | ||
| Q2 25 | $760.3M | $1.0B | ||
| Q1 25 | $684.8M | $883.9M | ||
| Q4 24 | $750.2M | $827.5M | ||
| Q3 24 | $760.6M | $725.5M | ||
| Q2 24 | $737.6M | $678.1M | ||
| Q1 24 | $692.9M | $634.3M |
| Q4 25 | $76.6M | $608.7M | ||
| Q3 25 | $74.4M | $475.6M | ||
| Q2 25 | $69.0M | $326.7M | ||
| Q1 25 | $45.4M | $214.0M | ||
| Q4 24 | $66.9M | $79.0M | ||
| Q3 24 | $68.6M | $143.5M | ||
| Q2 24 | $65.2M | $134.1M | ||
| Q1 24 | $55.9M | $105.5M |
| Q4 25 | 35.0% | 84.6% | ||
| Q3 25 | 34.0% | 82.4% | ||
| Q2 25 | 34.2% | 80.8% | ||
| Q1 25 | 32.7% | 80.4% | ||
| Q4 24 | 33.6% | 78.9% | ||
| Q3 24 | 33.8% | 79.8% | ||
| Q2 24 | 34.1% | 81.0% | ||
| Q1 24 | 33.8% | 81.7% |
| Q4 25 | 14.6% | 40.9% | ||
| Q3 25 | 13.7% | 33.3% | ||
| Q2 25 | 13.3% | 26.8% | ||
| Q1 25 | 10.2% | 19.9% | ||
| Q4 24 | 13.1% | 1.3% | ||
| Q3 24 | 13.3% | 15.6% | ||
| Q2 24 | 12.9% | 15.5% | ||
| Q1 24 | 12.7% | 12.8% |
| Q4 25 | 10.2% | 43.3% | ||
| Q3 25 | 9.6% | 40.3% | ||
| Q2 25 | 9.1% | 32.6% | ||
| Q1 25 | 6.6% | 24.2% | ||
| Q4 24 | 8.9% | 9.5% | ||
| Q3 24 | 9.0% | 19.8% | ||
| Q2 24 | 8.8% | 19.8% | ||
| Q1 24 | 8.1% | 16.6% |
| Q4 25 | $2.81 | $0.24 | ||
| Q3 25 | $2.74 | $0.18 | ||
| Q2 25 | $2.52 | $0.13 | ||
| Q1 25 | $1.64 | $0.08 | ||
| Q4 24 | $2.39 | $0.03 | ||
| Q3 24 | $2.44 | $0.06 | ||
| Q2 24 | $2.30 | $0.06 | ||
| Q1 24 | $1.97 | $0.04 |
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 | $7.2B |
| 総負債低いほど良い | $886.6M | — |
| 株主資本純資産 | $709.9M | $7.4B |
| 総資産 | $2.1B | $8.9B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $321.9M | $7.2B | ||
| Q3 25 | $333.3M | $6.4B | ||
| Q2 25 | $305.2M | $6.0B | ||
| Q1 25 | $298.7M | $5.4B | ||
| Q4 24 | $327.6M | $5.2B | ||
| Q3 24 | $406.2M | $4.6B | ||
| Q2 24 | $380.3M | $4.0B | ||
| Q1 24 | $399.9M | $3.9B |
| Q4 25 | $886.6M | — | ||
| Q3 25 | $880.8M | — | ||
| Q2 25 | $876.1M | — | ||
| Q1 25 | $872.4M | — | ||
| Q4 24 | $874.8M | — | ||
| Q3 24 | $872.3M | — | ||
| Q2 24 | $875.8M | — | ||
| Q1 24 | $875.0M | — |
| Q4 25 | $709.9M | $7.4B | ||
| Q3 25 | $678.6M | $6.6B | ||
| Q2 25 | $664.5M | $5.9B | ||
| Q1 25 | $660.9M | $5.4B | ||
| Q4 24 | $705.3M | $5.0B | ||
| Q3 24 | $716.4M | $4.5B | ||
| Q2 24 | $685.3M | $4.1B | ||
| Q1 24 | $679.2M | $3.8B |
| Q4 25 | $2.1B | $8.9B | ||
| Q3 25 | $2.1B | $8.1B | ||
| Q2 25 | $2.0B | $7.4B | ||
| Q1 25 | $2.0B | $6.7B | ||
| Q4 24 | $2.1B | $6.3B | ||
| Q3 24 | $2.1B | $5.8B | ||
| Q2 24 | $2.0B | $5.2B | ||
| Q1 24 | $2.0B | $4.8B |
| Q4 25 | 1.25× | — | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 1.32× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 1.24× | — | ||
| Q3 24 | 1.22× | — | ||
| Q2 24 | 1.28× | — | ||
| Q1 24 | 1.29× | — |
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 | $777.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $764.0M |
| FCFマージンFCF / 売上 | 6.6% | 54.3% |
| 設備投資強度設備投資 / 売上 | 2.1% | 0.9% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 1.28× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $2.1B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $777.3M | ||
| Q3 25 | $124.0M | $507.7M | ||
| Q2 25 | $90.4M | $539.3M | ||
| Q1 25 | $92.1M | $310.3M | ||
| Q4 24 | $74.8M | $460.3M | ||
| Q3 24 | $101.4M | $419.8M | ||
| Q2 24 | $79.0M | $144.2M | ||
| Q1 24 | $84.8M | $129.6M |
| Q4 25 | $49.3M | $764.0M | ||
| Q3 25 | $104.8M | $500.9M | ||
| Q2 25 | $74.8M | $531.6M | ||
| Q1 25 | $71.9M | $304.1M | ||
| Q4 24 | $52.9M | $457.2M | ||
| Q3 24 | $77.3M | $415.8M | ||
| Q2 24 | $58.2M | $141.3M | ||
| Q1 24 | $63.0M | $126.9M |
| Q4 25 | 6.6% | 54.3% | ||
| Q3 25 | 13.5% | 42.4% | ||
| Q2 25 | 9.8% | 53.0% | ||
| Q1 25 | 10.5% | 34.4% | ||
| Q4 24 | 7.1% | 55.3% | ||
| Q3 24 | 10.2% | 57.3% | ||
| Q2 24 | 7.9% | 20.8% | ||
| Q1 24 | 9.1% | 20.0% |
| Q4 25 | 2.1% | 0.9% | ||
| Q3 25 | 2.5% | 0.6% | ||
| Q2 25 | 2.1% | 0.8% | ||
| Q1 25 | 2.9% | 0.7% | ||
| Q4 24 | 2.9% | 0.4% | ||
| Q3 24 | 3.2% | 0.5% | ||
| Q2 24 | 2.8% | 0.4% | ||
| Q1 24 | 3.1% | 0.4% |
| Q4 25 | 0.85× | 1.28× | ||
| Q3 25 | 1.67× | 1.07× | ||
| Q2 25 | 1.31× | 1.65× | ||
| Q1 25 | 2.03× | 1.45× | ||
| Q4 24 | 1.12× | 5.83× | ||
| Q3 24 | 1.48× | 2.92× | ||
| Q2 24 | 1.21× | 1.08× | ||
| Q1 24 | 1.52× | 1.23× |
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% |
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |
