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Installed Building Products, Inc.（IBP）とSTARWOOD PROPERTY TRUST, INC.（STWD）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 $492.9M、STARWOOD PROPERTY TRUST, INC.の約1.5倍）。STARWOOD PROPERTY TRUST, INC.の純利益率が高く（19.7% vs 10.2%、差は9.4%）。STARWOOD PROPERTY TRUST, INC.の前年同期比売上増加率が高い（8.5% vs -0.4%）。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 -2.9%）
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。
スターウッド・ホテルズ・アンド・リゾーツ・ワールドワイドは、ホテル、リゾート、スパ、住宅、バケーションオーナーシップ物件の所有・運営・フランチャイズ・管理を手がける世界最大級の企業です。1969年に不動産投資信託として設立され、1995年に再編され、11ブランドを保有し計1297件の物件を展開しています。
IBP vs STWD — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $492.9M |
| 純利益 | $76.6M | $96.9M |
| 粗利率 | 35.0% | — |
| 営業利益率 | 14.6% | 26.6% |
| 純利益率 | 10.2% | 19.7% |
| 売上前年比 | -0.4% | 8.5% |
| 純利益前年比 | 14.5% | 87.7% |
| EPS（希薄化後） | $2.81 | $0.25 |
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 | $492.9M | ||
| Q3 25 | $778.2M | $488.9M | ||
| Q2 25 | $760.3M | $444.3M | ||
| Q1 25 | $684.8M | $418.2M | ||
| Q4 24 | $750.2M | $454.4M | ||
| Q3 24 | $760.6M | $479.5M | ||
| Q2 24 | $737.6M | $489.8M | ||
| Q1 24 | $692.9M | $523.1M |
| Q4 25 | $76.6M | $96.9M | ||
| Q3 25 | $74.4M | $72.6M | ||
| Q2 25 | $69.0M | $129.8M | ||
| Q1 25 | $45.4M | $112.3M | ||
| Q4 24 | $66.9M | $51.6M | ||
| Q3 24 | $68.6M | $76.1M | ||
| Q2 24 | $65.2M | $77.9M | ||
| Q1 24 | $55.9M | $154.3M |
| Q4 25 | 35.0% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 34.2% | — | ||
| Q1 25 | 32.7% | — | ||
| Q4 24 | 33.6% | — | ||
| Q3 24 | 33.8% | — | ||
| Q2 24 | 34.1% | — | ||
| Q1 24 | 33.8% | — |
| Q4 25 | 14.6% | 26.6% | ||
| Q3 25 | 13.7% | 19.1% | ||
| Q2 25 | 13.3% | 30.5% | ||
| Q1 25 | 10.2% | 28.7% | ||
| Q4 24 | 13.1% | 15.1% | ||
| Q3 24 | 13.3% | 17.2% | ||
| Q2 24 | 12.9% | 19.1% | ||
| Q1 24 | 12.7% | 30.8% |
| Q4 25 | 10.2% | 19.7% | ||
| Q3 25 | 9.6% | 14.8% | ||
| Q2 25 | 9.1% | 29.2% | ||
| Q1 25 | 6.6% | 26.8% | ||
| Q4 24 | 8.9% | 11.4% | ||
| Q3 24 | 9.0% | 15.9% | ||
| Q2 24 | 8.8% | 15.9% | ||
| Q1 24 | 8.1% | 29.5% |
| Q4 25 | $2.81 | $0.25 | ||
| Q3 25 | $2.74 | $0.19 | ||
| Q2 25 | $2.52 | $0.38 | ||
| Q1 25 | $1.64 | $0.33 | ||
| Q4 24 | $2.39 | $0.15 | ||
| Q3 24 | $2.44 | $0.23 | ||
| Q2 24 | $2.30 | $0.24 | ||
| Q1 24 | $1.97 | $0.48 |
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 | $499.5M |
| 総負債低いほど良い | $886.6M | — |
| 株主資本純資産 | $709.9M | $6.8B |
| 総資産 | $2.1B | $63.2B |
| 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 | $499.5M | ||
| Q3 25 | $333.3M | $301.1M | ||
| Q2 25 | $305.2M | $259.9M | ||
| Q1 25 | $298.7M | $440.6M | ||
| Q4 24 | $327.6M | $377.8M | ||
| Q3 24 | $406.2M | $357.9M | ||
| Q2 24 | $380.3M | $259.3M | ||
| Q1 24 | $399.9M | $327.4M |
| 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 | $6.8B | ||
| Q3 25 | $678.6M | $6.9B | ||
| Q2 25 | $664.5M | $6.4B | ||
| Q1 25 | $660.9M | $6.4B | ||
| Q4 24 | $705.3M | $6.4B | ||
| Q3 24 | $716.4M | $6.5B | ||
| Q2 24 | $685.3M | $6.2B | ||
| Q1 24 | $679.2M | $6.3B |
| Q4 25 | $2.1B | $63.2B | ||
| Q3 25 | $2.1B | $62.4B | ||
| Q2 25 | $2.0B | $62.4B | ||
| Q1 25 | $2.0B | $62.2B | ||
| Q4 24 | $2.1B | $62.6B | ||
| Q3 24 | $2.1B | $64.2B | ||
| Q2 24 | $2.0B | $64.1B | ||
| Q1 24 | $2.0B | $66.2B |
| 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 | $488.8M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | — |
| FCFマージンFCF / 売上 | 6.6% | — |
| 設備投資強度設備投資 / 売上 | 2.1% | — |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 5.04× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $488.8M | ||
| Q3 25 | $124.0M | $337.6M | ||
| Q2 25 | $90.4M | $-87.4M | ||
| Q1 25 | $92.1M | $238.9M | ||
| Q4 24 | $74.8M | $295.6M | ||
| Q3 24 | $101.4M | $241.8M | ||
| Q2 24 | $79.0M | $53.3M | ||
| Q1 24 | $84.8M | $55.9M |
| Q4 25 | $49.3M | — | ||
| Q3 25 | $104.8M | — | ||
| Q2 25 | $74.8M | — | ||
| Q1 25 | $71.9M | — | ||
| Q4 24 | $52.9M | — | ||
| Q3 24 | $77.3M | — | ||
| Q2 24 | $58.2M | — | ||
| Q1 24 | $63.0M | — |
| Q4 25 | 6.6% | — | ||
| Q3 25 | 13.5% | — | ||
| Q2 25 | 9.8% | — | ||
| Q1 25 | 10.5% | — | ||
| Q4 24 | 7.1% | — | ||
| Q3 24 | 10.2% | — | ||
| Q2 24 | 7.9% | — | ||
| Q1 24 | 9.1% | — |
| Q4 25 | 2.1% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 2.9% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 2.8% | — | ||
| Q1 24 | 3.1% | — |
| Q4 25 | 0.85× | 5.04× | ||
| Q3 25 | 1.67× | 4.65× | ||
| Q2 25 | 1.31× | -0.67× | ||
| Q1 25 | 2.03× | 2.13× | ||
| Q4 24 | 1.12× | 5.72× | ||
| Q3 24 | 1.48× | 3.18× | ||
| Q2 24 | 1.21× | 0.68× | ||
| Q1 24 | 1.52× | 0.36× |
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% |
STWD
| Commercial And Residential Lending Segment | $335.2M | 68% |
| Infrastructure Lending Segment | $70.3M | 14% |
| Property Segment | $57.8M | 12% |
| Other | $29.7M | 6% |
