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Progyny, Inc.（PGNY）とVIEMED HEALTHCARE, INC.（VMD）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
Progyny, Inc.の直近四半期売上が大きい（$318.4M vs $76.2M、VIEMED HEALTHCARE, INC.の約4.2倍）。VIEMED HEALTHCARE, INC.の純利益率が高く（7.4% vs 3.9%、差は3.5%）。VIEMED HEALTHCARE, INC.の前年同期比売上増加率が高い（25.5% vs 6.7%）。Progyny, Inc.の直近四半期フリーキャッシュフローが多い（$48.6M vs $9.7M）。過去8四半期でVIEMED HEALTHCARE, INC.の売上複合成長率が高い（22.7% vs 7.0%）
Progyny, Inc.は米国を中心に事業を展開する有力な不妊治療・家族形成支援福利厚生サービスプロバイダーです。企業顧客と提携し、体外受精、妊孕性温存、養子縁組支援、代理出産サポートなどの福利厚生を提供し、多様な業種の従業員にサービスを届けています。
Viemed Healthcare, Inc.は呼吸ケアソリューションを専門とする医療テクノロジー企業で、携帯型人工呼吸器、呼吸療法機器および関連支援サービスを開発・製造・販売し、北米、欧州、アジア太平洋の急性期ケア、回復期ケア、在宅ケア分野で事業を展開しています。
PGNY vs VMD — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $318.4M | $76.2M |
| 純利益 | $12.5M | $5.6M |
| 粗利率 | 24.1% | 57.9% |
| 営業利益率 | 4.8% | 11.0% |
| 純利益率 | 3.9% | 7.4% |
| 売上前年比 | 6.7% | 25.5% |
| 純利益前年比 | 18.5% | 30.7% |
| EPS（希薄化後） | $0.14 | $0.14 |
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 | $318.4M | $76.2M | ||
| Q3 25 | $313.3M | $71.9M | ||
| Q2 25 | $332.9M | $63.1M | ||
| Q1 25 | $324.0M | $59.1M | ||
| Q4 24 | $298.4M | $60.7M | ||
| Q3 24 | $286.6M | $58.0M | ||
| Q2 24 | $304.1M | $55.0M | ||
| Q1 24 | $278.1M | $50.6M |
| Q4 25 | $12.5M | $5.6M | ||
| Q3 25 | $13.9M | $3.5M | ||
| Q2 25 | $17.1M | $3.2M | ||
| Q1 25 | $15.1M | $2.6M | ||
| Q4 24 | $10.5M | $4.3M | ||
| Q3 24 | $10.4M | $3.9M | ||
| Q2 24 | $16.5M | $1.5M | ||
| Q1 24 | $16.9M | $1.6M |
| Q4 25 | 24.1% | 57.9% | ||
| Q3 25 | 23.2% | 57.5% | ||
| Q2 25 | 23.7% | 58.3% | ||
| Q1 25 | 23.4% | 56.3% | ||
| Q4 24 | 21.3% | 59.5% | ||
| Q3 24 | 20.7% | 59.3% | ||
| Q2 24 | 22.5% | 59.8% | ||
| Q1 24 | 22.4% | 58.9% |
| Q4 25 | 4.8% | 11.0% | ||
| Q3 25 | 6.9% | 7.8% | ||
| Q2 25 | 7.3% | 8.1% | ||
| Q1 25 | 7.5% | 6.5% | ||
| Q4 24 | 5.3% | 10.6% | ||
| Q3 24 | 4.3% | 9.7% | ||
| Q2 24 | 6.8% | 6.6% | ||
| Q1 24 | 6.7% | 4.4% |
| Q4 25 | 3.9% | 7.4% | ||
| Q3 25 | 4.4% | 4.9% | ||
| Q2 25 | 5.1% | 5.0% | ||
| Q1 25 | 4.6% | 4.4% | ||
| Q4 24 | 3.5% | 7.1% | ||
| Q3 24 | 3.6% | 6.7% | ||
| Q2 24 | 5.4% | 2.7% | ||
| Q1 24 | 6.1% | 3.2% |
| Q4 25 | $0.14 | $0.14 | ||
| Q3 25 | $0.15 | $0.09 | ||
| Q2 25 | $0.19 | $0.08 | ||
| Q1 25 | $0.17 | $0.06 | ||
| Q4 24 | $0.12 | $0.10 | ||
| Q3 24 | $0.11 | $0.10 | ||
| Q2 24 | $0.17 | $0.04 | ||
| Q1 24 | $0.17 | $0.04 |
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 | $112.2M | $13.5M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $516.0M | $141.5M |
| 総資産 | $742.4M | $199.2M |
| 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
| Q4 25 | $112.2M | $13.5M | ||
| Q3 25 | $134.0M | $11.1M | ||
| Q2 25 | $132.5M | $20.0M | ||
| Q1 25 | $109.2M | $10.2M | ||
| Q4 24 | $162.3M | $17.5M | ||
| Q3 24 | $91.5M | $11.3M | ||
| Q2 24 | $95.0M | $8.8M | ||
| Q1 24 | $115.0M | $7.3M |
| Q4 25 | $516.0M | $141.5M | ||
| Q3 25 | $560.0M | $133.6M | ||
| Q2 25 | $515.0M | $139.7M | ||
| Q1 25 | $467.2M | $134.8M | ||
| Q4 24 | $422.1M | $131.4M | ||
| Q3 24 | $434.9M | $125.0M | ||
| Q2 24 | $456.2M | $119.4M | ||
| Q1 24 | $571.6M | $116.3M |
| Q4 25 | $742.4M | $199.2M | ||
| Q3 25 | $795.2M | $202.4M | ||
| Q2 25 | $761.0M | $184.6M | ||
| Q1 25 | $730.3M | $178.1M | ||
| Q4 24 | $607.1M | $177.1M | ||
| Q3 24 | $660.0M | $169.5M | ||
| Q2 24 | $698.6M | $163.9M | ||
| Q1 24 | $794.3M | $154.9M |
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 | $54.2M | $18.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $48.6M | $9.7M |
| FCFマージンFCF / 売上 | 15.3% | 12.7% |
| 設備投資強度設備投資 / 売上 | 1.8% | 11.5% |
| キャッシュ転換率営業CF / 純利益 | 4.34× | 3.27× |
| 直近12ヶ月FCF直近4四半期 | $191.8M | $11.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $54.2M | $18.4M | ||
| Q3 25 | $50.7M | $18.4M | ||
| Q2 25 | $55.5M | $12.3M | ||
| Q1 25 | $49.8M | $2.9M | ||
| Q4 24 | $52.2M | $15.0M | ||
| Q3 24 | $44.5M | $12.7M | ||
| Q2 24 | $56.7M | $10.2M | ||
| Q1 24 | $25.7M | $1.2M |
| Q4 25 | $48.6M | $9.7M | ||
| Q3 25 | $46.0M | $10.7M | ||
| Q2 25 | $50.2M | $4.1M | ||
| Q1 25 | $47.0M | $-12.6M | ||
| Q4 24 | $50.3M | $3.2M | ||
| Q3 24 | $42.7M | $1.7M | ||
| Q2 24 | $55.8M | $1.2M | ||
| Q1 24 | $24.9M | $-4.8M |
| Q4 25 | 15.3% | 12.7% | ||
| Q3 25 | 14.7% | 14.9% | ||
| Q2 25 | 15.1% | 6.5% | ||
| Q1 25 | 14.5% | -21.4% | ||
| Q4 24 | 16.8% | 5.2% | ||
| Q3 24 | 14.9% | 3.0% | ||
| Q2 24 | 18.4% | 2.3% | ||
| Q1 24 | 8.9% | -9.5% |
| Q4 25 | 1.8% | 11.5% | ||
| Q3 25 | 1.5% | 10.6% | ||
| Q2 25 | 1.6% | 12.9% | ||
| Q1 25 | 0.9% | 26.2% | ||
| Q4 24 | 0.6% | 19.5% | ||
| Q3 24 | 0.6% | 19.0% | ||
| Q2 24 | 0.3% | 16.3% | ||
| Q1 24 | 0.3% | 11.9% |
| Q4 25 | 4.34× | 3.27× | ||
| Q3 25 | 3.65× | 5.23× | ||
| Q2 25 | 3.24× | 3.88× | ||
| Q1 25 | 3.31× | 1.09× | ||
| Q4 24 | 4.95× | 3.47× | ||
| Q3 24 | 4.27× | 3.29× | ||
| Q2 24 | 3.44× | 6.94× | ||
| Q1 24 | 1.52× | 0.73× |
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
PGNY
| Fertility Benefit Services | $208.6M | 66% |
| Pharmacy Benefit Services | $109.8M | 34% |
VMD
セグメントデータなし
