vs
Installed Building Products, Inc.（IBP）とSelectQuote, Inc.（SLQT）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 $537.1M、SelectQuote, Inc.の約1.4倍）。SelectQuote, Inc.の純利益率が高く（12.9% vs 10.2%、差は2.7%）。SelectQuote, Inc.の前年同期比売上増加率が高い（11.6% vs -0.4%）。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 $-1.0M）。過去8四半期でSelectQuote, Inc.の売上複合成長率が高い（19.5% 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。
SelectQuoteは消費者向け直接販売プラットフォームで、保険契約と医療サービスを提供しています。消費者と保険会社を結びつけることで手数料を得て、シニア健康保険、生命保険、自動車保険、住宅保険を扱っています。医療サービスは認定薬局SelectRxを中心とし、2020年5月に上場しました。
IBP vs SLQT — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $537.1M |
| 純利益 | $76.6M | $69.3M |
| 粗利率 | 35.0% | 61.8% |
| 営業利益率 | 14.6% | 14.0% |
| 純利益率 | 10.2% | 12.9% |
| 売上前年比 | -0.4% | 11.6% |
| 純利益前年比 | 14.5% | 30.2% |
| EPS（希薄化後） | $2.81 | $0.26 |
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 | $537.1M | ||
| Q3 25 | $778.2M | $328.8M | ||
| Q2 25 | $760.3M | $345.1M | ||
| Q1 25 | $684.8M | $408.2M | ||
| Q4 24 | $750.2M | $481.1M | ||
| Q3 24 | $760.6M | $292.3M | ||
| Q2 24 | $737.6M | $307.2M | ||
| Q1 24 | $692.9M | $376.4M |
| Q4 25 | $76.6M | $69.3M | ||
| Q3 25 | $74.4M | $-30.5M | ||
| Q2 25 | $69.0M | $12.9M | ||
| Q1 25 | $45.4M | $26.0M | ||
| Q4 24 | $66.9M | $53.2M | ||
| Q3 24 | $68.6M | $-44.5M | ||
| Q2 24 | $65.2M | $-31.0M | ||
| Q1 24 | $55.9M | $8.6M |
| Q4 25 | 35.0% | 61.8% | ||
| Q3 25 | 34.0% | 41.4% | ||
| Q2 25 | 34.2% | 47.2% | ||
| Q1 25 | 32.7% | 60.2% | ||
| Q4 24 | 33.6% | 67.5% | ||
| Q3 24 | 33.8% | 55.7% | ||
| Q2 24 | 34.1% | 60.7% | ||
| Q1 24 | 33.8% | 71.8% |
| Q4 25 | 14.6% | 14.0% | ||
| Q3 25 | 13.7% | -12.4% | ||
| Q2 25 | 13.3% | -3.6% | ||
| Q1 25 | 10.2% | 5.4% | ||
| Q4 24 | 13.1% | 14.7% | ||
| Q3 24 | 13.3% | -4.1% | ||
| Q2 24 | 12.9% | -0.5% | ||
| Q1 24 | 12.7% | 8.8% |
| Q4 25 | 10.2% | 12.9% | ||
| Q3 25 | 9.6% | -9.3% | ||
| Q2 25 | 9.1% | 3.7% | ||
| Q1 25 | 6.6% | 6.4% | ||
| Q4 24 | 8.9% | 11.1% | ||
| Q3 24 | 9.0% | -15.2% | ||
| Q2 24 | 8.8% | -10.1% | ||
| Q1 24 | 8.1% | 2.3% |
| Q4 25 | $2.81 | $0.26 | ||
| Q3 25 | $2.74 | $-0.26 | ||
| Q2 25 | $2.52 | $-0.06 | ||
| Q1 25 | $1.64 | $0.03 | ||
| Q4 24 | $2.39 | $0.30 | ||
| Q3 24 | $2.44 | $-0.26 | ||
| Q2 24 | $2.30 | $-0.17 | ||
| Q1 24 | $1.97 | $0.05 |
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 | $18.3M |
| 総負債低いほど良い | $886.6M | $405.8M |
| 株主資本純資産 | $709.9M | $359.7M |
| 総資産 | $2.1B | $1.4B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 1.13× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $321.9M | $18.3M | ||
| Q3 25 | $333.3M | $10.7M | ||
| Q2 25 | $305.2M | $32.4M | ||
| Q1 25 | $298.7M | $80.1M | ||
| Q4 24 | $327.6M | $7.3M | ||
| Q3 24 | $406.2M | $10.4M | ||
| Q2 24 | $380.3M | $42.7M | ||
| Q1 24 | $399.9M | $37.8M |
| Q4 25 | $886.6M | $405.8M | ||
| Q3 25 | $880.8M | $393.1M | ||
| Q2 25 | $876.1M | $385.1M | ||
| Q1 25 | $872.4M | $391.5M | ||
| Q4 24 | $874.8M | $711.9M | ||
| Q3 24 | $872.3M | $680.4M | ||
| Q2 24 | $875.8M | $683.3M | ||
| Q1 24 | $875.0M | $686.0M |
| Q4 25 | $709.9M | $359.7M | ||
| Q3 25 | $678.6M | $305.1M | ||
| Q2 25 | $664.5M | $351.1M | ||
| Q1 25 | $660.9M | $350.2M | ||
| Q4 24 | $705.3M | $326.0M | ||
| Q3 24 | $716.4M | $269.4M | ||
| Q2 24 | $685.3M | $316.8M | ||
| Q1 24 | $679.2M | $346.8M |
| Q4 25 | $2.1B | $1.4B | ||
| Q3 25 | $2.1B | $1.2B | ||
| Q2 25 | $2.0B | $1.2B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $2.1B | $1.3B | ||
| Q3 24 | $2.1B | $1.1B | ||
| Q2 24 | $2.0B | $1.2B | ||
| Q1 24 | $2.0B | $1.2B |
| Q4 25 | 1.25× | 1.13× | ||
| Q3 25 | 1.30× | 1.29× | ||
| Q2 25 | 1.32× | 1.10× | ||
| Q1 25 | 1.32× | 1.12× | ||
| Q4 24 | 1.24× | 2.18× | ||
| Q3 24 | 1.22× | 2.53× | ||
| Q2 24 | 1.28× | 2.16× | ||
| Q1 24 | 1.29× | 1.98× |
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 | $52.0K |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $-1.0M |
| FCFマージンFCF / 売上 | 6.6% | -0.2% |
| 設備投資強度設備投資 / 売上 | 2.1% | 0.2% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 0.00× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $8.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $52.0K | ||
| Q3 25 | $124.0M | $-21.6M | ||
| Q2 25 | $90.4M | $-37.5M | ||
| Q1 25 | $92.1M | $71.1M | ||
| Q4 24 | $74.8M | $-28.7M | ||
| Q3 24 | $101.4M | $-16.6M | ||
| Q2 24 | $79.0M | $20.0M | ||
| Q1 24 | $84.8M | $44.5M |
| Q4 25 | $49.3M | $-1.0M | ||
| Q3 25 | $104.8M | $-22.7M | ||
| Q2 25 | $74.8M | $-38.0M | ||
| Q1 25 | $71.9M | $70.2M | ||
| Q4 24 | $52.9M | $-29.0M | ||
| Q3 24 | $77.3M | $-17.1M | ||
| Q2 24 | $58.2M | $19.7M | ||
| Q1 24 | $63.0M | $43.4M |
| Q4 25 | 6.6% | -0.2% | ||
| Q3 25 | 13.5% | -6.9% | ||
| Q2 25 | 9.8% | -11.0% | ||
| Q1 25 | 10.5% | 17.2% | ||
| Q4 24 | 7.1% | -6.0% | ||
| Q3 24 | 10.2% | -5.8% | ||
| Q2 24 | 7.9% | 6.4% | ||
| Q1 24 | 9.1% | 11.5% |
| Q4 25 | 2.1% | 0.2% | ||
| Q3 25 | 2.5% | 0.3% | ||
| Q2 25 | 2.1% | 0.1% | ||
| Q1 25 | 2.9% | 0.2% | ||
| Q4 24 | 2.9% | 0.1% | ||
| Q3 24 | 3.2% | 0.2% | ||
| Q2 24 | 2.8% | 0.1% | ||
| Q1 24 | 3.1% | 0.3% |
| Q4 25 | 0.85× | 0.00× | ||
| Q3 25 | 1.67× | — | ||
| Q2 25 | 1.31× | -2.91× | ||
| Q1 25 | 2.03× | 2.73× | ||
| Q4 24 | 1.12× | -0.54× | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.21× | — | ||
| Q1 24 | 1.52× | 5.20× |
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% |
SLQT
| Healthcare Services Segment | $230.7M | 43% |
| Pharmacy | $227.2M | 42% |
| Other | $30.4M | 6% |
| Final Expense | $20.4M | 4% |
| Term | $18.5M | 3% |
| Other Senior | $6.3M | 1% |
| All Other Revenue | $3.9M | 1% |
