vs
Post Holdings, Inc.（POST）とSELECTIVE INSURANCE GROUP INC（SIGI）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
Post Holdings, Inc.の直近四半期売上が大きい（$2.2B vs $1.4B、SELECTIVE INSURANCE GROUP INCの約1.6倍）。SELECTIVE INSURANCE GROUP INCの純利益率が高く（7.2% vs 4.5%、差は2.7%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 5.7%）。過去8四半期でSELECTIVE INSURANCE GROUP INCの売上複合成長率が高い（6.6% vs 4.3%）
Post Holdings, Inc.はアメリカの代表的な包装消費財食品メーカーで、主力事業にPost Consumer Brandsを有し、本社はミネソタ州レイクビルに所在します。同社が製造する各種食品は北米を中心に世界各国で販売され、多くの消費者に支持されています。
セレクティブ・インシュアランス・グループは米国に本拠を置く保険持株会社で、個人向け自動車保険・住宅保険、事業者向け財産保険・賠償責任保険・労災保険など多様な損害保険商品を提供しています。主に米国国内の中小企業、個人顧客、非営利団体を対象に、独立保険代理店ネットワークを通じて商品を販売しています。
POST vs SIGI — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $1.4B |
| 純利益 | $96.8M | $97.7M |
| 粗利率 | 29.4% | — |
| 営業利益率 | 11.0% | — |
| 純利益率 | 4.5% | 7.2% |
| 売上前年比 | 10.1% | 5.7% |
| 純利益前年比 | -14.6% | -37.0% |
| EPS（希薄化後） | $1.71 | $1.58 |
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 | — | $1.4B | ||
| Q4 25 | $2.2B | $1.4B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $1.9B | $1.2B |
| Q1 26 | — | $97.7M | ||
| Q4 25 | $96.8M | $155.2M | ||
| Q3 25 | $51.0M | $115.3M | ||
| Q2 25 | $108.8M | $85.9M | ||
| Q1 25 | $62.6M | $109.9M | ||
| Q4 24 | $113.3M | $95.5M | ||
| Q3 24 | $81.6M | $92.3M | ||
| Q2 24 | $99.8M | $-63.3M |
| Q1 26 | — | — | ||
| Q4 25 | 29.4% | — | ||
| Q3 25 | 26.8% | — | ||
| Q2 25 | 30.0% | — | ||
| Q1 25 | 28.0% | — | ||
| Q4 24 | 30.1% | — | ||
| Q3 24 | 28.6% | — | ||
| Q2 24 | 29.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | 11.0% | 14.4% | ||
| Q3 25 | 7.5% | 10.7% | ||
| Q2 25 | 11.8% | 8.2% | ||
| Q1 25 | 9.3% | 10.8% | ||
| Q4 24 | 10.8% | 9.5% | ||
| Q3 24 | 9.5% | 9.4% | ||
| Q2 24 | 10.4% | -6.7% |
| Q1 26 | — | 7.2% | ||
| Q4 25 | 4.5% | 11.4% | ||
| Q3 25 | 2.3% | 8.5% | ||
| Q2 25 | 5.5% | 6.5% | ||
| Q1 25 | 3.2% | 8.6% | ||
| Q4 24 | 5.7% | 7.6% | ||
| Q3 24 | 4.1% | 7.4% | ||
| Q2 24 | 5.1% | -5.3% |
| Q1 26 | — | $1.58 | ||
| Q4 25 | $1.71 | $2.52 | ||
| Q3 25 | $0.91 | $1.85 | ||
| Q2 25 | $1.79 | $1.36 | ||
| Q1 25 | $1.03 | $1.76 | ||
| Q4 24 | $1.78 | $1.53 | ||
| Q3 24 | $1.28 | $1.47 | ||
| Q2 24 | $1.53 | $-1.08 |
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 | $279.3M | $451.8M |
| 総負債低いほど良い | $7.5B | $901.4M |
| 株主資本純資産 | $3.5B | $3.6B |
| 総資産 | $13.0B | $15.3B |
| 負債/資本比率低いほどレバレッジが低い | 2.16× | 0.25× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $451.8M | ||
| Q4 25 | $279.3M | — | ||
| Q3 25 | $176.7M | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $617.6M | — | ||
| Q4 24 | $872.9M | — | ||
| Q3 24 | $787.4M | — | ||
| Q2 24 | $333.8M | — |
| Q1 26 | — | $901.4M | ||
| Q4 25 | $7.5B | — | ||
| Q3 25 | $7.4B | — | ||
| Q2 25 | $7.3B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $6.9B | $507.9M | ||
| Q3 24 | $6.8B | $508.2M | ||
| Q2 24 | $6.4B | $508.8M |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $3.5B | $3.6B | ||
| Q3 25 | $3.8B | $3.5B | ||
| Q2 25 | $4.0B | $3.4B | ||
| Q1 25 | $3.8B | $3.3B | ||
| Q4 24 | $3.9B | $3.1B | ||
| Q3 24 | $4.1B | $3.2B | ||
| Q2 24 | $3.9B | $2.9B |
| Q1 26 | — | $15.3B | ||
| Q4 25 | $13.0B | $15.2B | ||
| Q3 25 | $13.5B | $15.0B | ||
| Q2 25 | $13.4B | $14.5B | ||
| Q1 25 | $12.8B | $14.2B | ||
| Q4 24 | $12.8B | $13.5B | ||
| Q3 24 | $12.9B | $13.5B | ||
| Q2 24 | $12.1B | $12.6B |
| Q1 26 | — | 0.25× | ||
| Q4 25 | 2.16× | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 1.84× | — | ||
| Q1 25 | 1.81× | — | ||
| Q4 24 | 1.79× | 0.16× | ||
| Q3 24 | 1.67× | 0.16× | ||
| Q2 24 | 1.62× | 0.17× |
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 | $235.7M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $119.3M | — |
| FCFマージンFCF / 売上 | 5.5% | — |
| 設備投資強度設備投資 / 売上 | 5.4% | — |
| キャッシュ転換率営業CF / 純利益 | 2.43× | — |
| 直近12ヶ月FCF直近4四半期 | $436.0M | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $235.7M | $376.3M | ||
| Q3 25 | $301.3M | $405.8M | ||
| Q2 25 | $225.9M | $166.9M | ||
| Q1 25 | $160.7M | $284.0M | ||
| Q4 24 | $310.4M | $332.2M | ||
| Q3 24 | $235.4M | $387.4M | ||
| Q2 24 | $272.3M | $266.1M |
| Q1 26 | — | — | ||
| Q4 25 | $119.3M | $366.3M | ||
| Q3 25 | $151.6M | $397.3M | ||
| Q2 25 | $94.9M | $159.7M | ||
| Q1 25 | $70.2M | $271.0M | ||
| Q4 24 | $171.4M | $324.7M | ||
| Q3 24 | $96.2M | $378.0M | ||
| Q2 24 | $161.5M | $258.4M |
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 26.8% | ||
| Q3 25 | 6.7% | 29.2% | ||
| Q2 25 | 4.8% | 12.0% | ||
| Q1 25 | 3.6% | 21.1% | ||
| Q4 24 | 8.7% | 25.8% | ||
| Q3 24 | 4.8% | 30.4% | ||
| Q2 24 | 8.3% | 21.6% |
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 0.7% | ||
| Q3 25 | 6.7% | 0.6% | ||
| Q2 25 | 6.6% | 0.5% | ||
| Q1 25 | 4.6% | 1.0% | ||
| Q4 24 | 7.0% | 0.6% | ||
| Q3 24 | 6.9% | 0.8% | ||
| Q2 24 | 5.7% | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 2.42× | ||
| Q3 25 | 5.91× | 3.52× | ||
| Q2 25 | 2.08× | 1.94× | ||
| Q1 25 | 2.57× | 2.58× | ||
| Q4 24 | 2.74× | 3.48× | ||
| Q3 24 | 2.88× | 4.20× | ||
| Q2 24 | 2.73× | — |
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
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
SIGI
セグメントデータなし
