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UiPath, Inc.（PATH）とSimpson Manufacturing Co., Inc.（SSD）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
Simpson Manufacturing Co., Inc.の直近四半期売上が大きい（$539.3M vs $411.1M、UiPath, Inc.の約1.3倍）。UiPath, Inc.の純利益率が高く（48.4% vs 10.4%、差は37.9%）。UiPath, Inc.の前年同期比売上増加率が高い（15.9% vs 4.2%）。Simpson Manufacturing Co., Inc.の直近四半期フリーキャッシュフローが多い（$119.0M vs $25.1M）。過去8四半期でSimpson Manufacturing Co., Inc.の売上複合成長率が高い（0.8% 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。
シンプソン・マニュファクチャリングは米国屈指の建築資材メーカーで、新築工事や改修工事向けの構造用接合金物、ファスナー、アンカーなどの製品を製造・供給しており、業界で高い技術力と市場シェアを誇っています。
PATH vs SSD — 直接比較
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $411.1M | $539.3M |
| 純利益 | $198.8M | $56.2M |
| 粗利率 | 83.3% | 43.4% |
| 営業利益率 | 3.2% | 13.9% |
| 純利益率 | 48.4% | 10.4% |
| 売上前年比 | 15.9% | 4.2% |
| 純利益前年比 | 1966.2% | 1.4% |
| EPS（希薄化後） | $0.37 | $1.34 |
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 | $411.1M | $539.3M | ||
| Q3 25 | $361.7M | $623.5M | ||
| Q2 25 | $356.6M | $631.1M | ||
| Q1 25 | $423.6M | $538.9M | ||
| Q4 24 | $354.7M | $517.4M | ||
| Q3 24 | $316.3M | $587.2M | ||
| Q2 24 | $335.1M | $597.0M | ||
| Q1 24 | $405.3M | $530.6M |
| Q4 25 | $198.8M | $56.2M | ||
| Q3 25 | $1.6M | $107.4M | ||
| Q2 25 | $-22.6M | $103.5M | ||
| Q1 25 | $51.8M | $77.9M | ||
| Q4 24 | $-10.7M | $55.4M | ||
| Q3 24 | $-86.1M | $93.5M | ||
| Q2 24 | $-28.7M | $97.8M | ||
| Q1 24 | $33.9M | $75.4M |
| Q4 25 | 83.3% | 43.4% | ||
| Q3 25 | 82.2% | 46.4% | ||
| Q2 25 | 82.1% | 46.7% | ||
| Q1 25 | 84.8% | 46.8% | ||
| Q4 24 | 82.0% | 44.0% | ||
| Q3 24 | 80.0% | 46.8% | ||
| Q2 24 | 83.5% | 46.7% | ||
| Q1 24 | 86.8% | 46.1% |
| Q4 25 | 3.2% | 13.9% | ||
| Q3 25 | -5.6% | 22.6% | ||
| Q2 25 | -4.6% | 22.2% | ||
| Q1 25 | 7.9% | 19.0% | ||
| Q4 24 | -12.2% | 14.8% | ||
| Q3 24 | -32.7% | 21.3% | ||
| Q2 24 | -14.8% | 22.1% | ||
| Q1 24 | 3.7% | 18.1% |
| Q4 25 | 48.4% | 10.4% | ||
| Q3 25 | 0.4% | 17.2% | ||
| Q2 25 | -6.3% | 16.4% | ||
| Q1 25 | 12.2% | 14.5% | ||
| Q4 24 | -3.0% | 10.7% | ||
| Q3 24 | -27.2% | 15.9% | ||
| Q2 24 | -8.6% | 16.4% | ||
| Q1 24 | 8.4% | 14.2% |
| Q4 25 | $0.37 | $1.34 | ||
| Q3 25 | $0.00 | $2.58 | ||
| Q2 25 | $-0.04 | $2.47 | ||
| Q1 25 | $0.09 | $1.85 | ||
| Q4 24 | $-0.02 | $1.31 | ||
| Q3 24 | $-0.15 | $2.21 | ||
| Q2 24 | $-0.05 | $2.31 | ||
| Q1 24 | $0.07 | $1.77 |
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 | $384.1M |
| 総負債低いほど良い | — | $300.0M |
| 株主資本純資産 | $1.9B | $2.0B |
| 総資産 | $2.9B | $3.1B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.15× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.4B | $384.1M | ||
| Q3 25 | $1.4B | $297.3M | ||
| Q2 25 | $1.6B | $190.4M | ||
| Q1 25 | $1.6B | $150.3M | ||
| Q4 24 | $1.6B | $239.4M | ||
| Q3 24 | $1.7B | $339.4M | ||
| Q2 24 | $1.9B | $354.9M | ||
| Q1 24 | $1.9B | $369.1M |
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M | ||
| Q1 24 | — | $405.0M |
| Q4 25 | $1.9B | $2.0B | ||
| Q3 25 | $1.7B | $2.0B | ||
| Q2 25 | $1.7B | $1.9B | ||
| Q1 25 | $1.8B | $1.9B | ||
| Q4 24 | $1.7B | $1.8B | ||
| Q3 24 | $1.8B | $1.9B | ||
| Q2 24 | $2.0B | $1.8B | ||
| Q1 24 | $2.0B | $1.7B |
| Q4 25 | $2.9B | $3.1B | ||
| Q3 25 | $2.6B | $3.0B | ||
| Q2 25 | $2.6B | $3.0B | ||
| Q1 25 | $2.9B | $2.8B | ||
| Q4 24 | $2.7B | $2.7B | ||
| Q3 24 | $2.7B | $2.9B | ||
| Q2 24 | $2.8B | $2.8B | ||
| Q1 24 | $3.0B | $2.7B |
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× | ||
| Q1 24 | — | 0.23× |
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 | $155.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $25.1M | $119.0M |
| FCFマージンFCF / 売上 | 6.1% | 22.1% |
| 設備投資強度設備投資 / 売上 | 0.8% | 6.8% |
| キャッシュ転換率営業CF / 純利益 | 0.14× | 2.77× |
| 直近12ヶ月FCF直近4四半期 | — | $297.6M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $28.3M | $155.7M | ||
| Q3 25 | $41.6M | $170.2M | ||
| Q2 25 | $119.0M | $125.2M | ||
| Q1 25 | $146.1M | $7.6M | ||
| Q4 24 | $28.1M | $115.8M | ||
| Q3 24 | $46.4M | $103.3M | ||
| Q2 24 | $100.0M | $111.1M | ||
| Q1 24 | $145.6M | $7.9M |
| Q4 25 | $25.1M | $119.0M | ||
| Q3 25 | — | $133.9M | ||
| Q2 25 | $106.2M | $87.3M | ||
| Q1 25 | $138.7M | $-42.6M | ||
| Q4 24 | $23.2M | $60.3M | ||
| Q3 24 | $45.0M | $58.1M | ||
| Q2 24 | $98.8M | $70.9M | ||
| Q1 24 | $141.8M | $-31.5M |
| Q4 25 | 6.1% | 22.1% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | 29.8% | 13.8% | ||
| Q1 25 | 32.7% | -7.9% | ||
| Q4 24 | 6.5% | 11.7% | ||
| Q3 24 | 14.2% | 9.9% | ||
| Q2 24 | 29.5% | 11.9% | ||
| Q1 24 | 35.0% | -5.9% |
| Q4 25 | 0.8% | 6.8% | ||
| Q3 25 | 0.0% | 5.8% | ||
| Q2 25 | 3.6% | 6.0% | ||
| Q1 25 | 1.7% | 9.3% | ||
| Q4 24 | 1.4% | 10.7% | ||
| Q3 24 | 0.4% | 7.7% | ||
| Q2 24 | 0.4% | 6.7% | ||
| Q1 24 | 0.9% | 7.4% |
| Q4 25 | 0.14× | 2.77× | ||
| Q3 25 | 26.25× | 1.58× | ||
| Q2 25 | — | 1.21× | ||
| Q1 25 | 2.82× | 0.10× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | — | 1.10× | ||
| Q2 24 | — | 1.14× | ||
| Q1 24 | 4.29× | 0.11× |
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% |
SSD
| Wood Construction | $352.0M | 65% |
| Other | $122.4M | 23% |
| Concrete Construction | $64.6M | 12% |
| Other Products | $318.0K | 0% |
