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Pediatrix Medical Group, Inc.（MD）とSELECT MEDICAL HOLDINGS CORP（SEM）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
SELECT MEDICAL HOLDINGS CORPの直近四半期売上が大きい（$1.4B vs $493.8M、Pediatrix Medical Group, Inc.の約2.8倍）。Pediatrix Medical Group, Inc.の純利益率が高く（6.8% vs 1.4%、差は5.4%）。SELECT MEDICAL HOLDINGS CORPの前年同期比売上増加率が高い（6.4% vs -1.7%）。過去8四半期でSELECT MEDICAL HOLDINGS CORPの売上複合成長率が高い（2.8% vs -0.1%）
Pediatrix Medical Group, Inc.は米国を代表する専門医療サービスプロバイダーで、母胎医療、新生児科、小児心臓病学などの小児亜専門を中心に事業を展開し、米国全土の医療機関と提携して女性、新生児、子どもに根拠に基づく質の高い医療を提供しています。
セレクト・メディカルはペンシルベニア州を拠点とする医療企業で、長期急性期ケアや入院リハビリテーション病院を運営するほか、職業健康クリニックや理学療法クリニックも展開している。親会社のセレクト・メディカル・ホールディングスはニューヨーク証券取引所に上場している。
MD vs SEM — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $493.8M | $1.4B |
| 純利益 | $33.7M | $20.2M |
| 粗利率 | — | — |
| 営業利益率 | 9.9% | 4.6% |
| 純利益率 | 6.8% | 1.4% |
| 売上前年比 | -1.7% | 6.4% |
| 純利益前年比 | 10.5% | 225.7% |
| EPS（希薄化後） | $0.40 | $0.17 |
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 | $493.8M | $1.4B | ||
| Q3 25 | $492.9M | $1.4B | ||
| Q2 25 | $468.8M | $1.3B | ||
| Q1 25 | $458.4M | $1.4B | ||
| Q4 24 | $502.4M | $1.3B | ||
| Q3 24 | $511.2M | $1.3B | ||
| Q2 24 | $504.3M | $1.3B | ||
| Q1 24 | $495.1M | $1.3B |
| Q4 25 | $33.7M | $20.2M | ||
| Q3 25 | $71.7M | $28.8M | ||
| Q2 25 | $39.3M | $40.6M | ||
| Q1 25 | $20.7M | $56.7M | ||
| Q4 24 | $30.5M | $-16.1M | ||
| Q3 24 | $19.4M | $55.6M | ||
| Q2 24 | $-153.0M | $77.6M | ||
| Q1 24 | $4.0M | $96.9M |
| Q4 25 | 9.9% | 4.6% | ||
| Q3 25 | 13.8% | 5.4% | ||
| Q2 25 | 12.8% | 6.5% | ||
| Q1 25 | 7.0% | 8.3% | ||
| Q4 24 | 7.8% | 1.6% | ||
| Q3 24 | 6.6% | 4.3% | ||
| Q2 24 | -31.3% | 5.8% | ||
| Q1 24 | 3.2% | 9.0% |
| Q4 25 | 6.8% | 1.4% | ||
| Q3 25 | 14.5% | 2.1% | ||
| Q2 25 | 8.4% | 3.0% | ||
| Q1 25 | 4.5% | 4.2% | ||
| Q4 24 | 6.1% | -1.2% | ||
| Q3 24 | 3.8% | 4.4% | ||
| Q2 24 | -30.3% | 6.1% | ||
| Q1 24 | 0.8% | 7.3% |
| Q4 25 | $0.40 | $0.17 | ||
| Q3 25 | $0.84 | $0.23 | ||
| Q2 25 | $0.46 | $0.32 | ||
| Q1 25 | $0.24 | $0.44 | ||
| Q4 24 | $0.37 | $-0.12 | ||
| Q3 24 | $0.23 | $0.43 | ||
| Q2 24 | $-1.84 | $0.60 | ||
| Q1 24 | $0.05 | $0.75 |
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 | $375.2M | $26.5M |
| 総負債低いほど良い | $570.5M | $1.8B |
| 株主資本純資産 | $865.9M | $1.7B |
| 総資産 | $2.2B | $5.9B |
| 負債/資本比率低いほどレバレッジが低い | 0.66× | 1.06× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $375.2M | $26.5M | ||
| Q3 25 | $340.1M | $60.1M | ||
| Q2 25 | $224.7M | $52.3M | ||
| Q1 25 | $99.0M | $53.2M | ||
| Q4 24 | $229.9M | $59.7M | ||
| Q3 24 | $103.8M | $191.5M | ||
| Q2 24 | $19.4M | $111.2M | ||
| Q1 24 | $8.0M | $92.6M |
| Q4 25 | $570.5M | $1.8B | ||
| Q3 25 | $577.2M | $1.7B | ||
| Q2 25 | $583.9M | $1.8B | ||
| Q1 25 | $590.5M | $1.8B | ||
| Q4 24 | $597.1M | $1.7B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.6B | ||
| Q1 24 | — | $3.8B |
| Q4 25 | $865.9M | $1.7B | ||
| Q3 25 | $890.7M | $1.7B | ||
| Q2 25 | $833.8M | $1.7B | ||
| Q1 25 | $789.2M | $1.7B | ||
| Q4 24 | $764.9M | $1.7B | ||
| Q3 24 | $732.5M | $1.9B | ||
| Q2 24 | $706.5M | $1.4B | ||
| Q1 24 | $856.2M | $1.4B |
| Q4 25 | $2.2B | $5.9B | ||
| Q3 25 | $2.2B | $5.7B | ||
| Q2 25 | $2.1B | $5.7B | ||
| Q1 25 | $2.0B | $5.7B | ||
| Q4 24 | $2.2B | $5.6B | ||
| Q3 24 | $2.1B | $8.0B | ||
| Q2 24 | $2.0B | $7.9B | ||
| Q1 24 | $2.2B | $7.9B |
| Q4 25 | 0.66× | 1.06× | ||
| Q3 25 | 0.65× | 1.03× | ||
| Q2 25 | 0.70× | 1.10× | ||
| Q1 25 | 0.75× | 1.03× | ||
| Q4 24 | 0.78× | 1.01× | ||
| Q3 24 | — | 1.62× | ||
| Q2 24 | — | 2.54× | ||
| Q1 24 | — | 2.75× |
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 | $114.1M | $64.3M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $5.2M |
| FCFマージンFCF / 売上 | — | 0.4% |
| 設備投資強度設備投資 / 売上 | — | 4.2% |
| キャッシュ転換率営業CF / 純利益 | 3.39× | 3.19× |
| 直近12ヶ月FCF直近4四半期 | — | $117.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $114.1M | $64.3M | ||
| Q3 25 | $137.3M | $175.3M | ||
| Q2 25 | $137.2M | $110.3M | ||
| Q1 25 | $-117.5M | $-3.5M | ||
| Q4 24 | $133.0M | $125.4M | ||
| Q3 24 | $91.8M | $181.0M | ||
| Q2 24 | $107.0M | $278.2M | ||
| Q1 24 | $-125.2M | $-66.7M |
| Q4 25 | — | $5.2M | ||
| Q3 25 | — | $122.2M | ||
| Q2 25 | — | $45.6M | ||
| Q1 25 | — | $-55.8M | ||
| Q4 24 | — | $62.0M | ||
| Q3 24 | — | $130.3M | ||
| Q2 24 | — | $222.6M | ||
| Q1 24 | — | $-119.2M |
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 9.0% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | -4.1% | ||
| Q4 24 | — | 4.7% | ||
| Q3 24 | — | 10.2% | ||
| Q2 24 | — | 17.4% | ||
| Q1 24 | — | -9.0% |
| Q4 25 | — | 4.2% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | 4.8% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | 4.8% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 4.3% | ||
| Q1 24 | — | 4.0% |
| Q4 25 | 3.39× | 3.19× | ||
| Q3 25 | 1.91× | 6.09× | ||
| Q2 25 | 3.49× | 2.72× | ||
| Q1 25 | -5.66× | -0.06× | ||
| Q4 24 | 4.36× | — | ||
| Q3 24 | 4.72× | 3.25× | ||
| Q2 24 | — | 3.59× | ||
| Q1 24 | -31.03× | -0.69× |
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
MD
| Health Care Patient Service | $421.6M | 85% |
| Hospitals Contracts | $70.0M | 14% |
| Other | $2.2M | 0% |
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |
