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UiPath, Inc.（PATH）とSabra Health Care REIT, Inc.（SBRA）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
UiPath, Inc.の直近四半期売上が大きい（$411.1M vs $221.8M、Sabra Health Care REIT, Inc.の約1.9倍）。UiPath, Inc.の純利益率が高く（48.4% vs 18.4%、差は30.0%）。Sabra Health Care REIT, Inc.の前年同期比売上増加率が高い（20.8% vs 15.9%）。過去8四半期でSabra Health Care REIT, Inc.の売上複合成長率が高い（12.2% vs 0.7%）
UiPath Inc.は人工知能（AI）、自律型オートメーションおよびオーケストレーションソフトウェアを開発するグローバルソフトウェア企業です。同社の製品は複雑な業務プロセスやワークフローを自動化するAIエージェントの構築・管理に対応し、各業界の業務効率向上を支援しています。
Sabra Health Care REIT, Inc. は医療分野に特化した不動産投資信託で、高齢者住宅、専門介護施設、専門病院、医療事務所ビルなど多様な医療関連不動産を保有・運用しており、事業の主な対象地域は米国全土です。
PATH vs SBRA — 直接比較
損益計算書 — Q3 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $411.1M | $221.8M |
| 純利益 | $198.8M | $40.8M |
| 粗利率 | 83.3% | — |
| 営業利益率 | 3.2% | — |
| 純利益率 | 48.4% | 18.4% |
| 売上前年比 | 15.9% | 20.8% |
| 純利益前年比 | 1966.2% | 1.3% |
| EPS（希薄化後） | $0.37 | — |
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
| Q1 26 | — | $221.8M | ||
| Q4 25 | $411.1M | $211.9M | ||
| Q3 25 | $361.7M | $190.0M | ||
| Q2 25 | $356.6M | $189.2M | ||
| Q1 25 | $423.6M | $183.5M | ||
| Q4 24 | $354.7M | $182.3M | ||
| Q3 24 | $316.3M | $178.0M | ||
| Q2 24 | $335.1M | $176.1M |
| Q1 26 | — | $40.8M | ||
| Q4 25 | $198.8M | $27.2M | ||
| Q3 25 | $1.6M | $22.5M | ||
| Q2 25 | $-22.6M | $65.5M | ||
| Q1 25 | $51.8M | $40.3M | ||
| Q4 24 | $-10.7M | $46.7M | ||
| Q3 24 | $-86.1M | $29.8M | ||
| Q2 24 | $-28.7M | $24.0M |
| Q1 26 | — | — | ||
| Q4 25 | 83.3% | — | ||
| Q3 25 | 82.2% | — | ||
| Q2 25 | 82.1% | — | ||
| Q1 25 | 84.8% | — | ||
| Q4 24 | 82.0% | — | ||
| Q3 24 | 80.0% | — | ||
| Q2 24 | 83.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | 12.3% | ||
| Q3 25 | -5.6% | 11.4% | ||
| Q2 25 | -4.6% | 34.5% | ||
| Q1 25 | 7.9% | 22.1% | ||
| Q4 24 | -12.2% | 25.9% | ||
| Q3 24 | -32.7% | 16.5% | ||
| Q2 24 | -14.8% | 13.8% |
| Q1 26 | — | 18.4% | ||
| Q4 25 | 48.4% | 12.8% | ||
| Q3 25 | 0.4% | 11.9% | ||
| Q2 25 | -6.3% | 34.7% | ||
| Q1 25 | 12.2% | 22.0% | ||
| Q4 24 | -3.0% | 25.6% | ||
| Q3 24 | -27.2% | 16.7% | ||
| Q2 24 | -8.6% | 13.6% |
| Q1 26 | — | — | ||
| Q4 25 | $0.37 | $0.11 | ||
| Q3 25 | $0.00 | $0.09 | ||
| Q2 25 | $-0.04 | $0.27 | ||
| Q1 25 | $0.09 | $0.17 | ||
| Q4 24 | $-0.02 | $0.20 | ||
| Q3 24 | $-0.15 | $0.13 | ||
| Q2 24 | $-0.05 | $0.10 |
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 | $1.4B | $116.5M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.9B | $2.8B |
| 総資産 | $2.9B | $5.6B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $116.5M | ||
| Q4 25 | $1.4B | $71.5M | ||
| Q3 25 | $1.4B | $200.6M | ||
| Q2 25 | $1.6B | $95.2M | ||
| Q1 25 | $1.6B | $22.7M | ||
| Q4 24 | $1.6B | $60.5M | ||
| Q3 24 | $1.7B | $63.0M | ||
| Q2 24 | $1.9B | $36.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | — | $2.4B |
| Q1 26 | — | $2.8B | ||
| Q4 25 | $1.9B | $2.8B | ||
| Q3 25 | $1.7B | $2.8B | ||
| Q2 25 | $1.7B | $2.7B | ||
| Q1 25 | $1.8B | $2.7B | ||
| Q4 24 | $1.7B | $2.7B | ||
| Q3 24 | $1.8B | $2.7B | ||
| Q2 24 | $2.0B | $2.8B |
| Q1 26 | — | $5.6B | ||
| Q4 25 | $2.9B | $5.5B | ||
| Q3 25 | $2.6B | $5.6B | ||
| Q2 25 | $2.6B | $5.3B | ||
| Q1 25 | $2.9B | $5.2B | ||
| Q4 24 | $2.7B | $5.3B | ||
| Q3 24 | $2.7B | $5.4B | ||
| Q2 24 | $2.8B | $5.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.90× | ||
| Q3 25 | — | 0.92× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.89× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.90× | ||
| Q2 24 | — | 0.89× |
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 | $28.3M | $98.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $25.1M | — |
| FCFマージンFCF / 売上 | 6.1% | — |
| 設備投資強度設備投資 / 売上 | 0.8% | — |
| キャッシュ転換率営業CF / 純利益 | 0.14× | 2.41× |
| 直近12ヶ月FCF直近4四半期 | — | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $98.4M | ||
| Q4 25 | $28.3M | $348.6M | ||
| Q3 25 | $41.6M | $100.0M | ||
| Q2 25 | $119.0M | $81.0M | ||
| Q1 25 | $146.1M | $80.3M | ||
| Q4 24 | $28.1M | $310.5M | ||
| Q3 24 | $46.4M | $97.7M | ||
| Q2 24 | $100.0M | $80.1M |
| Q1 26 | — | — | ||
| Q4 25 | $25.1M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $106.2M | — | ||
| Q1 25 | $138.7M | — | ||
| Q4 24 | $23.2M | — | ||
| Q3 24 | $45.0M | — | ||
| Q2 24 | $98.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 29.8% | — | ||
| Q1 25 | 32.7% | — | ||
| Q4 24 | 6.5% | — | ||
| Q3 24 | 14.2% | — | ||
| Q2 24 | 29.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 3.6% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 0.4% | — |
| Q1 26 | — | 2.41× | ||
| Q4 25 | 0.14× | 12.80× | ||
| Q3 25 | 26.25× | 4.44× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | 2.82× | 1.99× | ||
| Q4 24 | — | 6.65× | ||
| Q3 24 | — | 3.28× | ||
| Q2 24 | — | 3.34× |
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
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
SBRA
| Resident fees and services | $116.7M | 53% |
| Rental and related revenues (1) | $95.0M | 43% |
| Other | $10.0M | 5% |
