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J&J SNACK FOODS CORP（JJSF）とPaylocity Holding Corp（PCTY）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
Paylocity Holding Corpの直近四半期売上が大きい（$387.0M vs $343.8M、J&J SNACK FOODS CORPの約1.1倍）。Paylocity Holding Corpの純利益率が高く（13.0% vs 0.3%、差は12.7%）。Paylocity Holding Corpの前年同期比売上増加率が高い（11.3% vs -5.2%）。Paylocity Holding Corpの直近四半期フリーキャッシュフローが多い（$113.6M vs $17.0M）。過去8四半期でPaylocity Holding Corpの売上複合成長率が高い（2.7% vs -2.2%）
J&Jスナックフーズ社は米国の有名なブランドスナック菓子・冷凍飲料の製造・販売・流通業者で、本社はニュージャージー州マウントローレルに所在します。米国44州、メキシコ、カナダに175を超える生産・保管・流通拠点を構え、ナスダックグローバルセレクト市場に上場し、国内外の市場に事業を展開しています。
Paylocity Holding Corporationは米国発のクラウド型人事管理ソリューションプロバイダーで、給与計算、支出管理、人的資本管理（HCM）ソフトウェアを提供しています。様々な規模の企業の人事・財務関連業務の効率化とコスト削減を支援しています。
JJSF vs PCTY — 直接比較
損益計算書 — Q1 FY2026 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $343.8M | $387.0M |
| 純利益 | $883.0K | $50.2M |
| 粗利率 | 27.9% | 72.9% |
| 営業利益率 | 0.2% | 18.2% |
| 純利益率 | 0.3% | 13.0% |
| 売上前年比 | -5.2% | 11.3% |
| 純利益前年比 | -82.8% | 34.0% |
| EPS（希薄化後） | $0.05 | $0.92 |
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 | $343.8M | $387.0M | ||
| Q3 25 | $410.2M | $378.9M | ||
| Q2 25 | $454.3M | $369.9M | ||
| Q1 25 | $356.1M | $421.1M | ||
| Q4 24 | $362.6M | $347.7M | ||
| Q3 24 | $426.8M | $333.1M | ||
| Q2 24 | $440.0M | $324.7M | ||
| Q1 24 | $359.7M | $366.8M |
| Q4 25 | $883.0K | $50.2M | ||
| Q3 25 | $11.4M | $48.0M | ||
| Q2 25 | $44.2M | $48.6M | ||
| Q1 25 | $4.8M | $91.5M | ||
| Q4 24 | $5.1M | $37.5M | ||
| Q3 24 | $29.6M | $49.6M | ||
| Q2 24 | $36.3M | $48.8M | ||
| Q1 24 | $13.3M | $85.3M |
| Q4 25 | 27.9% | 72.9% | ||
| Q3 25 | 31.7% | 73.9% | ||
| Q2 25 | 33.0% | 73.5% | ||
| Q1 25 | 26.9% | 77.1% | ||
| Q4 24 | 25.9% | 72.6% | ||
| Q3 24 | 31.8% | 74.4% | ||
| Q2 24 | 33.6% | 74.0% | ||
| Q1 24 | 30.1% | 77.8% |
| Q4 25 | 0.2% | 18.2% | ||
| Q3 25 | 2.8% | 19.6% | ||
| Q2 25 | 13.3% | 17.9% | ||
| Q1 25 | 1.7% | 30.2% | ||
| Q4 24 | 1.7% | 13.4% | ||
| Q3 24 | 9.3% | 19.3% | ||
| Q2 24 | 11.4% | 19.4% | ||
| Q1 24 | 5.0% | 29.0% |
| Q4 25 | 0.3% | 13.0% | ||
| Q3 25 | 2.8% | 12.7% | ||
| Q2 25 | 9.7% | 13.1% | ||
| Q1 25 | 1.4% | 21.7% | ||
| Q4 24 | 1.4% | 10.8% | ||
| Q3 24 | 6.9% | 14.9% | ||
| Q2 24 | 8.3% | 15.0% | ||
| Q1 24 | 3.7% | 23.3% |
| Q4 25 | $0.05 | $0.92 | ||
| Q3 25 | $0.59 | $0.86 | ||
| Q2 25 | $2.26 | $0.87 | ||
| Q1 25 | $0.25 | $1.61 | ||
| Q4 24 | $0.26 | $0.66 | ||
| Q3 24 | $1.52 | $0.88 | ||
| Q2 24 | $1.87 | $0.85 | ||
| Q1 24 | $0.69 | $1.50 |
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 | $66.8M | $162.5M |
| 総負債低いほど良い | — | $81.3M |
| 株主資本純資産 | $912.9M | $1.1B |
| 総資産 | $1.3B | $7.0B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.07× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $66.8M | $162.5M | ||
| Q3 25 | $105.9M | $165.2M | ||
| Q2 25 | $77.4M | $398.1M | ||
| Q1 25 | $48.5M | $477.8M | ||
| Q4 24 | $73.6M | $482.4M | ||
| Q3 24 | $73.4M | $778.5M | ||
| Q2 24 | $64.0M | $401.8M | ||
| Q1 24 | $43.6M | $492.7M |
| Q4 25 | — | $81.3M | ||
| Q3 25 | — | $81.3M | ||
| Q2 25 | — | $162.5M | ||
| Q1 25 | — | $243.8M | ||
| Q4 24 | — | $325.0M | ||
| Q3 24 | — | $325.0M | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | — |
| Q4 25 | $912.9M | $1.1B | ||
| Q3 25 | $966.7M | $1.1B | ||
| Q2 25 | $969.9M | $1.2B | ||
| Q1 25 | $935.0M | $1.2B | ||
| Q4 24 | $946.8M | $1.2B | ||
| Q3 24 | $957.0M | $1.1B | ||
| Q2 24 | $937.9M | $1.0B | ||
| Q1 24 | $915.7M | $1.1B |
| Q4 25 | $1.3B | $7.0B | ||
| Q3 25 | $1.4B | $4.2B | ||
| Q2 25 | $1.4B | $4.4B | ||
| Q1 25 | $1.4B | $5.2B | ||
| Q4 24 | $1.3B | $5.3B | ||
| Q3 24 | $1.4B | $4.0B | ||
| Q2 24 | $1.4B | $4.2B | ||
| Q1 24 | $1.3B | $5.0B |
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.13× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | — | 0.28× | ||
| Q3 24 | — | 0.29× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | — |
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 | $36.0M | $117.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $17.0M | $113.6M |
| FCFマージンFCF / 売上 | 4.9% | 29.4% |
| 設備投資強度設備投資 / 売上 | 5.5% | 0.9% |
| キャッシュ転換率営業CF / 純利益 | 40.73× | 2.33× |
| 直近12ヶ月FCF直近4四半期 | $83.1M | $461.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $36.0M | $117.0M | ||
| Q3 25 | $66.4M | $86.5M | ||
| Q2 25 | $51.2M | $86.6M | ||
| Q1 25 | $12.3M | $186.0M | ||
| Q4 24 | $35.2M | $54.2M | ||
| Q3 24 | $46.3M | $91.5M | ||
| Q2 24 | $65.0M | $79.9M | ||
| Q1 24 | $12.7M | $167.5M |
| Q4 25 | $17.0M | $113.6M | ||
| Q3 25 | $44.8M | $82.7M | ||
| Q2 25 | $28.5M | $81.1M | ||
| Q1 25 | $-7.2M | $183.7M | ||
| Q4 24 | $16.1M | $51.2M | ||
| Q3 24 | $29.1M | $89.1M | ||
| Q2 24 | $45.3M | $73.6M | ||
| Q1 24 | $-4.0M | $162.0M |
| Q4 25 | 4.9% | 29.4% | ||
| Q3 25 | 10.9% | 21.8% | ||
| Q2 25 | 6.3% | 21.9% | ||
| Q1 25 | -2.0% | 43.6% | ||
| Q4 24 | 4.4% | 14.7% | ||
| Q3 24 | 6.8% | 26.8% | ||
| Q2 24 | 10.3% | 22.7% | ||
| Q1 24 | -1.1% | 44.2% |
| Q4 25 | 5.5% | 0.9% | ||
| Q3 25 | 5.3% | 1.0% | ||
| Q2 25 | 5.0% | 1.5% | ||
| Q1 25 | 5.5% | 0.5% | ||
| Q4 24 | 5.3% | 0.9% | ||
| Q3 24 | 4.0% | 0.7% | ||
| Q2 24 | 4.5% | 1.9% | ||
| Q1 24 | 4.6% | 1.5% |
| Q4 25 | 40.73× | 2.33× | ||
| Q3 25 | 5.84× | 1.80× | ||
| Q2 25 | 1.16× | 1.78× | ||
| Q1 25 | 2.55× | 2.03× | ||
| Q4 24 | 6.84× | 1.45× | ||
| Q3 24 | 1.56× | 1.84× | ||
| Q2 24 | 1.79× | 1.64× | ||
| Q1 24 | 0.96× | 1.96× |
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
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
PCTY
| Recurring Fees | $370.1M | 96% |
| Implementation Services And Other | $16.9M | 4% |
