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MYR GROUP INC.（MYRG）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 $973.5M、MYR GROUP INC.の約1.4倍）。MYR GROUP INC.の純利益率が高く（3.8% vs 1.4%、差は2.3%）。MYR GROUP INC.の前年同期比売上増加率が高い（17.3% vs 6.4%）。MYR GROUP INC.の直近四半期フリーキャッシュフローが多い（$84.9M vs $5.2M）。過去8四半期でMYR GROUP INC.の売上複合成長率が高い（9.3% vs 2.8%）
MYRグループは米国の電気建設サービス企業で、送配電線路、変電所、商業・産業用建物、再生可能エネルギー分野の電気工事を提供しており、12の電気建設子会社を傘下に持ち、電力インフラ分野で豊富な実績を有しています。
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。
MYRG vs SEM — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $973.5M | $1.4B |
| 純利益 | $36.5M | $20.2M |
| 粗利率 | 11.4% | — |
| 営業利益率 | 4.8% | 4.6% |
| 純利益率 | 3.8% | 1.4% |
| 売上前年比 | 17.3% | 6.4% |
| 純利益前年比 | 129.1% | 225.7% |
| EPS（希薄化後） | $2.33 | $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 | $973.5M | $1.4B | ||
| Q3 25 | $950.4M | $1.4B | ||
| Q2 25 | $900.3M | $1.3B | ||
| Q1 25 | $833.6M | $1.4B | ||
| Q4 24 | $829.8M | $1.3B | ||
| Q3 24 | $888.0M | $1.3B | ||
| Q2 24 | $828.9M | $1.3B | ||
| Q1 24 | $815.6M | $1.3B |
| Q4 25 | $36.5M | $20.2M | ||
| Q3 25 | $32.1M | $28.8M | ||
| Q2 25 | $26.5M | $40.6M | ||
| Q1 25 | $23.3M | $56.7M | ||
| Q4 24 | $16.0M | $-16.1M | ||
| Q3 24 | $10.6M | $55.6M | ||
| Q2 24 | $-15.3M | $77.6M | ||
| Q1 24 | $18.9M | $96.9M |
| Q4 25 | 11.4% | — | ||
| Q3 25 | 11.8% | — | ||
| Q2 25 | 11.5% | — | ||
| Q1 25 | 11.6% | — | ||
| Q4 24 | 10.4% | — | ||
| Q3 24 | 8.7% | — | ||
| Q2 24 | 4.9% | — | ||
| Q1 24 | 10.6% | — |
| Q4 25 | 4.8% | 4.6% | ||
| Q3 25 | 4.9% | 5.4% | ||
| Q2 25 | 4.4% | 6.5% | ||
| Q1 25 | 4.1% | 8.3% | ||
| Q4 24 | 3.6% | 1.6% | ||
| Q3 24 | 2.3% | 4.3% | ||
| Q2 24 | -2.5% | 5.8% | ||
| Q1 24 | 3.0% | 9.0% |
| Q4 25 | 3.8% | 1.4% | ||
| Q3 25 | 3.4% | 2.1% | ||
| Q2 25 | 2.9% | 3.0% | ||
| Q1 25 | 2.8% | 4.2% | ||
| Q4 24 | 1.9% | -1.2% | ||
| Q3 24 | 1.2% | 4.4% | ||
| Q2 24 | -1.8% | 6.1% | ||
| Q1 24 | 2.3% | 7.3% |
| Q4 25 | $2.33 | $0.17 | ||
| Q3 25 | $2.05 | $0.23 | ||
| Q2 25 | $1.70 | $0.32 | ||
| Q1 25 | $1.45 | $0.44 | ||
| Q4 24 | $0.97 | $-0.12 | ||
| Q3 24 | $0.65 | $0.43 | ||
| Q2 24 | $-0.91 | $0.60 | ||
| Q1 24 | $1.12 | $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 | $150.2M | $26.5M |
| 総負債低いほど良い | $59.0M | $1.8B |
| 株主資本純資産 | $660.4M | $1.7B |
| 総資産 | $1.6B | $5.9B |
| 負債/資本比率低いほどレバレッジが低い | 0.09× | 1.06× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $150.2M | $26.5M | ||
| Q3 25 | $76.2M | $60.1M | ||
| Q2 25 | $23.0M | $52.3M | ||
| Q1 25 | $10.9M | $53.2M | ||
| Q4 24 | $3.5M | $59.7M | ||
| Q3 24 | $7.6M | $191.5M | ||
| Q2 24 | $1.9M | $111.2M | ||
| Q1 24 | $3.9M | $92.6M |
| Q4 25 | $59.0M | $1.8B | ||
| Q3 25 | $72.0M | $1.7B | ||
| Q2 25 | $86.1M | $1.8B | ||
| Q1 25 | $87.2M | $1.8B | ||
| Q4 24 | $74.4M | $1.7B | ||
| Q3 24 | $93.2M | $3.1B | ||
| Q2 24 | $45.1M | $3.6B | ||
| Q1 24 | $37.9M | $3.8B |
| Q4 25 | $660.4M | $1.7B | ||
| Q3 25 | $617.6M | $1.7B | ||
| Q2 25 | $583.2M | $1.7B | ||
| Q1 25 | $548.7M | $1.7B | ||
| Q4 24 | $600.4M | $1.7B | ||
| Q3 24 | $588.5M | $1.9B | ||
| Q2 24 | $633.3M | $1.4B | ||
| Q1 24 | $663.7M | $1.4B |
| Q4 25 | $1.6B | $5.9B | ||
| Q3 25 | $1.6B | $5.7B | ||
| Q2 25 | $1.6B | $5.7B | ||
| Q1 25 | $1.5B | $5.7B | ||
| Q4 24 | $1.6B | $5.6B | ||
| Q3 24 | $1.6B | $8.0B | ||
| Q2 24 | $1.6B | $7.9B | ||
| Q1 24 | $1.6B | $7.9B |
| Q4 25 | 0.09× | 1.06× | ||
| Q3 25 | 0.12× | 1.03× | ||
| Q2 25 | 0.15× | 1.10× | ||
| Q1 25 | 0.16× | 1.03× | ||
| Q4 24 | 0.12× | 1.01× | ||
| Q3 24 | 0.16× | 1.62× | ||
| Q2 24 | 0.07× | 2.54× | ||
| Q1 24 | 0.06× | 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 | $114.8M | $64.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $84.9M | $5.2M |
| FCFマージンFCF / 売上 | 8.7% | 0.4% |
| 設備投資強度設備投資 / 売上 | 3.1% | 4.2% |
| キャッシュ転換率営業CF / 純利益 | 3.14× | 3.19× |
| 直近12ヶ月FCF直近4四半期 | $232.2M | $117.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $114.8M | $64.3M | ||
| Q3 25 | $95.6M | $175.3M | ||
| Q2 25 | $32.9M | $110.3M | ||
| Q1 25 | $83.3M | $-3.5M | ||
| Q4 24 | $21.1M | $125.4M | ||
| Q3 24 | $35.6M | $181.0M | ||
| Q2 24 | $22.7M | $278.2M | ||
| Q1 24 | $7.7M | $-66.7M |
| Q4 25 | $84.9M | $5.2M | ||
| Q3 25 | $65.4M | $122.2M | ||
| Q2 25 | $11.6M | $45.6M | ||
| Q1 25 | $70.2M | $-55.8M | ||
| Q4 24 | $8.8M | $62.0M | ||
| Q3 24 | $18.0M | $130.3M | ||
| Q2 24 | $2.5M | $222.6M | ||
| Q1 24 | $-18.1M | $-119.2M |
| Q4 25 | 8.7% | 0.4% | ||
| Q3 25 | 6.9% | 9.0% | ||
| Q2 25 | 1.3% | 3.4% | ||
| Q1 25 | 8.4% | -4.1% | ||
| Q4 24 | 1.1% | 4.7% | ||
| Q3 24 | 2.0% | 10.2% | ||
| Q2 24 | 0.3% | 17.4% | ||
| Q1 24 | -2.2% | -9.0% |
| Q4 25 | 3.1% | 4.2% | ||
| Q3 25 | 3.2% | 3.9% | ||
| Q2 25 | 2.4% | 4.8% | ||
| Q1 25 | 1.6% | 3.9% | ||
| Q4 24 | 1.5% | 4.8% | ||
| Q3 24 | 2.0% | 4.0% | ||
| Q2 24 | 2.4% | 4.3% | ||
| Q1 24 | 3.2% | 4.0% |
| Q4 25 | 3.14× | 3.19× | ||
| Q3 25 | 2.98× | 6.09× | ||
| Q2 25 | 1.24× | 2.72× | ||
| Q1 25 | 3.57× | -0.06× | ||
| Q4 24 | 1.32× | — | ||
| Q3 24 | 3.35× | 3.25× | ||
| Q2 24 | — | 3.59× | ||
| Q1 24 | 0.41× | -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
MYRG
| Market Type Electrical Construction | $442.6M | 45% |
| Market Type Transmission | $330.3M | 34% |
| Market Type Distribution | $200.6M | 21% |
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |
