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P3 Health Partners Inc.（PIII）とRevolve Group, Inc.（RVLV）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
P3 Health Partners Inc.の直近四半期売上が大きい（$384.8M vs $324.4M、Revolve Group, Inc.の約1.2倍）。Revolve Group, Inc.の純利益率が高く（5.7% vs -19.6%、差は25.3%）。Revolve Group, Inc.の前年同期比売上増加率が高い（10.4% vs 3.8%）。過去8四半期でRevolve Group, Inc.の売上複合成長率が高い（9.5% vs -0.5%）
P3 Health Partners Inc.は主に米国で事業を展開する人口健康管理と価値基準型医療サービス企業です。プライマリケア提供者や医療システムと提携し、特にメディケアアドバンテージ加入者を中心に質の高い統合医療を提供し、医療アウトカムの向上と不要な医療費の削減に取り組んでいます。
Revolve Theatre Companyはテムズ河畔ヘンリーを拠点とする劇団で、政治的なテーマの作品やシェイクスピア劇を専門に制作・上演しており、オリバー・デンチ、ジョー・モリス、トム・スミスの3人が所有しています。
PIII vs RVLV — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $384.8M | $324.4M |
| 純利益 | $-75.5M | $18.6M |
| 粗利率 | — | 53.3% |
| 営業利益率 | -40.0% | 6.3% |
| 純利益率 | -19.6% | 5.7% |
| 売上前年比 | 3.8% | 10.4% |
| 純利益前年比 | -28.8% | 50.4% |
| EPS（希薄化後） | $-23.08 | $0.27 |
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 | $384.8M | $324.4M | ||
| Q3 25 | $345.3M | $295.6M | ||
| Q2 25 | $355.8M | $309.0M | ||
| Q1 25 | $373.2M | $296.7M | ||
| Q4 24 | $370.7M | $293.7M | ||
| Q3 24 | $362.1M | $283.1M | ||
| Q2 24 | $379.2M | $282.5M | ||
| Q1 24 | $388.5M | $270.6M |
| Q4 25 | $-75.5M | $18.6M | ||
| Q3 25 | $-31.6M | $21.2M | ||
| Q2 25 | $-20.4M | $10.2M | ||
| Q1 25 | $-20.5M | $11.8M | ||
| Q4 24 | $-58.6M | $12.3M | ||
| Q3 24 | $-46.5M | $11.0M | ||
| Q2 24 | $-12.0M | $15.4M | ||
| Q1 24 | $-18.7M | $10.9M |
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
| Q4 25 | -40.0% | 6.3% | ||
| Q3 25 | -12.8% | 7.1% | ||
| Q2 25 | -9.6% | 5.8% | ||
| Q1 25 | -10.2% | 5.0% | ||
| Q4 24 | -37.4% | 3.9% | ||
| Q3 24 | -29.5% | 5.0% | ||
| Q2 24 | -8.3% | 5.8% | ||
| Q1 24 | -11.3% | 3.4% |
| Q4 25 | -19.6% | 5.7% | ||
| Q3 25 | -9.1% | 7.2% | ||
| Q2 25 | -5.7% | 3.3% | ||
| Q1 25 | -5.5% | 4.0% | ||
| Q4 24 | -15.8% | 4.2% | ||
| Q3 24 | -12.8% | 3.9% | ||
| Q2 24 | -3.2% | 5.4% | ||
| Q1 24 | -4.8% | 4.0% |
| Q4 25 | $-23.08 | $0.27 | ||
| Q3 25 | $-9.67 | $0.29 | ||
| Q2 25 | $-6.23 | $0.14 | ||
| Q1 25 | $-6.28 | $0.16 | ||
| Q4 24 | $-23.13 | $0.18 | ||
| Q3 24 | $-15.70 | $0.15 | ||
| Q2 24 | $-7.37 | $0.21 | ||
| Q1 24 | $-7.86 | $0.15 |
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 | $25.0M | $292.3M |
| 総負債低いほど良い | $228.4M | — |
| 株主資本純資産 | $-155.2M | $512.5M |
| 総資産 | $656.6M | $765.0M |
| 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 | $25.0M | $292.3M | ||
| Q3 25 | $37.7M | $315.4M | ||
| Q2 25 | $38.6M | $310.7M | ||
| Q1 25 | $40.1M | $300.8M | ||
| Q4 24 | $38.8M | $256.6M | ||
| Q3 24 | $63.0M | $252.8M | ||
| Q2 24 | $73.1M | $244.7M | ||
| Q1 24 | $27.3M | $273.4M |
| Q4 25 | $228.4M | — | ||
| Q3 25 | $252.8M | — | ||
| Q2 25 | $182.0M | — | ||
| Q1 25 | $171.1M | — | ||
| Q4 24 | $108.9M | — | ||
| Q3 24 | $133.2M | — | ||
| Q2 24 | $133.1M | — | ||
| Q1 24 | $118.1M | — |
| Q4 25 | $-155.2M | $512.5M | ||
| Q3 25 | $-18.7M | $490.2M | ||
| Q2 25 | $44.5M | $468.6M | ||
| Q1 25 | $63.3M | $453.4M | ||
| Q4 24 | $75.9M | $437.8M | ||
| Q3 24 | $120.5M | $420.8M | ||
| Q2 24 | $166.8M | $405.8M | ||
| Q1 24 | $146.6M | $389.9M |
| Q4 25 | $656.6M | $765.0M | ||
| Q3 25 | $683.6M | $751.3M | ||
| Q2 25 | $731.6M | $722.9M | ||
| Q1 25 | $783.9M | $713.9M | ||
| Q4 24 | $783.4M | $665.5M | ||
| Q3 24 | $833.3M | $670.9M | ||
| Q2 24 | $892.8M | $657.8M | ||
| Q1 24 | $855.9M | $650.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 4.09× | — | ||
| Q1 25 | 2.71× | — | ||
| Q4 24 | 1.43× | — | ||
| Q3 24 | 1.11× | — | ||
| Q2 24 | 0.80× | — | ||
| Q1 24 | 0.81× | — |
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 | $-25.7M | $-10.2M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $-13.3M |
| FCFマージンFCF / 売上 | — | -4.1% |
| 設備投資強度設備投資 / 売上 | — | 1.0% |
| キャッシュ転換率営業CF / 純利益 | — | -0.55× |
| 直近12ヶ月FCF直近4四半期 | — | $48.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $-25.7M | $-10.2M | ||
| Q3 25 | $-15.4M | $11.8M | ||
| Q2 25 | $-16.6M | $12.6M | ||
| Q1 25 | $-33.5M | $45.1M | ||
| Q4 24 | $-57.2M | $3.9M | ||
| Q3 24 | $-22.6M | $9.1M | ||
| Q2 24 | $-10.2M | $-24.7M | ||
| Q1 24 | $-20.0M | $38.4M |
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M | ||
| Q1 24 | — | $36.7M |
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% | ||
| Q1 24 | — | 13.5% |
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | 0.0% | 0.6% | ||
| Q3 24 | 0.0% | 0.4% | ||
| Q2 24 | 0.0% | 0.4% | ||
| Q1 24 | 0.0% | 0.6% |
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | — | 3.53× |
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
PIII
| Capitated Revenue | $366.2M | 95% |
| Health Care Patient Service | $18.6M | 5% |
| Health Care Care Coordination Management Fees | $2.7M | 1% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
