vs
Post Holdings, Inc.（POST）とWelltower（WELL）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
Welltowerの直近四半期売上が大きい（$3.4B vs $2.2B、Post Holdings, Inc.の約1.5倍）。Welltowerの純利益率が高く（22.4% vs 4.5%、差は18.0%）。Welltowerの前年同期比売上増加率が高い（38.3% vs 10.1%）。過去8四半期でWelltowerの売上複合成長率が高い（55.1% 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。
ウェルタワー・インクは医療インフラへの投資を主軸とする不動産投資信託（REIT）です。2022年12月31日時点で約3000件の不動産に投資しており、全ての対象物件は米国、カナダ、英国に所在し、医療系不動産投資分野の有数な企業として知られています。
POST vs WELL — 直接比較
売上が大きい
WELL
1.5倍大きい
$2.2B
売上成長率が高い
WELL
+28.2%の差
10.1%
純利益率が高い
WELL
純利益率が18.0%高い
4.5%
2年売上CAGRが高い
WELL
2年複合成長率
4.3%
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $3.4B |
| 純利益 | $96.8M | $752.3M |
| 粗利率 | 29.4% | — |
| 営業利益率 | 11.0% | — |
| 純利益率 | 4.5% | 22.4% |
| 売上前年比 | 10.1% | 38.3% |
| 純利益前年比 | -14.6% | 192.4% |
| EPS（希薄化後） | $1.71 | — |
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
売上POSTWELL
| Q1 26 | — | $3.4B | ||
| Q4 25 | $2.2B | $2.6B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $2.0B | $2.0B | ||
| Q1 25 | $2.0B | $1.9B | ||
| Q4 24 | $2.0B | $1.8B | ||
| Q3 24 | $2.0B | $1.5B | ||
| Q2 24 | $1.9B | $1.4B |
純利益POSTWELL
| Q1 26 | — | $752.3M | ||
| Q4 25 | $96.8M | $117.8M | ||
| Q3 25 | $51.0M | $282.2M | ||
| Q2 25 | $108.8M | $304.6M | ||
| Q1 25 | $62.6M | $257.3M | ||
| Q4 24 | $113.3M | $123.8M | ||
| Q3 24 | $81.6M | $456.8M | ||
| Q2 24 | $99.8M | $260.7M |
粗利率POSTWELL
| Q1 26 | — | — | ||
| Q4 25 | 29.4% | 24.3% | ||
| Q3 25 | 26.8% | 23.5% | ||
| Q2 25 | 30.0% | 23.2% | ||
| Q1 25 | 28.0% | 21.6% | ||
| Q4 24 | 30.1% | 20.0% | ||
| Q3 24 | 28.6% | 19.8% | ||
| Q2 24 | 29.6% | 20.2% |
営業利益率POSTWELL
| Q1 26 | — | — | ||
| Q4 25 | 11.0% | — | ||
| Q3 25 | 7.5% | 14.2% | ||
| Q2 25 | 11.8% | 15.1% | ||
| Q1 25 | 9.3% | 10.7% | ||
| Q4 24 | 10.8% | 6.2% | ||
| Q3 24 | 9.5% | 12.2% | ||
| Q2 24 | 10.4% | 6.5% |
純利益率POSTWELL
| Q1 26 | — | 22.4% | ||
| Q4 25 | 4.5% | 4.6% | ||
| Q3 25 | 2.3% | 13.7% | ||
| Q2 25 | 5.5% | 15.5% | ||
| Q1 25 | 3.2% | 13.8% | ||
| Q4 24 | 5.7% | 7.0% | ||
| Q3 24 | 4.1% | 30.2% | ||
| Q2 24 | 5.1% | 18.7% |
EPS（希薄化後）POSTWELL
| Q1 26 | — | — | ||
| Q4 25 | $1.71 | $0.13 | ||
| Q3 25 | $0.91 | $0.41 | ||
| Q2 25 | $1.79 | $0.45 | ||
| Q1 25 | $1.03 | $0.40 | ||
| Q4 24 | $1.78 | $0.20 | ||
| Q3 24 | $1.28 | $0.73 | ||
| Q2 24 | $1.53 | $0.42 |
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 | $4.7B |
| 総負債低いほど良い | $7.5B | — |
| 株主資本純資産 | $3.5B | $44.7B |
| 総資産 | $13.0B | $67.2B |
| 負債/資本比率低いほどレバレッジが低い | 2.16× | — |
8四半期トレンド — 暦四半期で整列
現金・短期投資POSTWELL
| Q1 26 | — | $4.7B | ||
| Q4 25 | $279.3M | $5.0B | ||
| Q3 25 | $176.7M | $6.8B | ||
| Q2 25 | $1.1B | $4.4B | ||
| Q1 25 | $617.6M | $3.5B | ||
| Q4 24 | $872.9M | $3.5B | ||
| Q3 24 | $787.4M | $3.6B | ||
| Q2 24 | $333.8M | $2.8B |
総負債POSTWELL
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $19.2B | ||
| Q3 25 | $7.4B | $16.9B | ||
| Q2 25 | $7.3B | $16.0B | ||
| Q1 25 | $6.9B | $15.7B | ||
| Q4 24 | $6.9B | $15.5B | ||
| Q3 24 | $6.8B | $15.8B | ||
| Q2 24 | $6.4B | $13.9B |
株主資本POSTWELL
| Q1 26 | — | $44.7B | ||
| Q4 25 | $3.5B | $42.1B | ||
| Q3 25 | $3.8B | $38.8B | ||
| Q2 25 | $4.0B | $35.9B | ||
| Q1 25 | $3.8B | $34.0B | ||
| Q4 24 | $3.9B | $32.0B | ||
| Q3 24 | $4.1B | $30.3B | ||
| Q2 24 | $3.9B | $29.0B |
総資産POSTWELL
| Q1 26 | — | $67.2B | ||
| Q4 25 | $13.0B | $67.3B | ||
| Q3 25 | $13.5B | $59.5B | ||
| Q2 25 | $13.4B | $55.8B | ||
| Q1 25 | $12.8B | $53.3B | ||
| Q4 24 | $12.8B | $51.0B | ||
| Q3 24 | $12.9B | $49.0B | ||
| Q2 24 | $12.1B | $45.5B |
負債/資本比率POSTWELL
| Q1 26 | — | — | ||
| Q4 25 | 2.16× | 0.46× | ||
| Q3 25 | 1.98× | 0.43× | ||
| Q2 25 | 1.84× | 0.44× | ||
| Q1 25 | 1.81× | 0.46× | ||
| Q4 24 | 1.79× | 0.49× | ||
| Q3 24 | 1.67× | 0.52× | ||
| Q2 24 | 1.62× | 0.48× |
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
営業キャッシュフローPOSTWELL
| Q1 26 | — | — | ||
| Q4 25 | $235.7M | $654.3M | ||
| Q3 25 | $301.3M | $858.4M | ||
| Q2 25 | $225.9M | $770.0M | ||
| Q1 25 | $160.7M | $599.0M | ||
| Q4 24 | $310.4M | $559.2M | ||
| Q3 24 | $235.4M | $685.0M | ||
| Q2 24 | $272.3M | $605.4M |
フリーキャッシュフローPOSTWELL
| Q1 26 | — | — | ||
| Q4 25 | $119.3M | $340.4M | ||
| Q3 25 | $151.6M | $595.3M | ||
| Q2 25 | $94.9M | $537.2M | ||
| Q1 25 | $70.2M | $358.6M | ||
| Q4 24 | $171.4M | $240.4M | ||
| Q3 24 | $96.2M | $443.8M | ||
| Q2 24 | $161.5M | $440.3M |
FCFマージンPOSTWELL
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 13.3% | ||
| Q3 25 | 6.7% | 28.9% | ||
| Q2 25 | 4.8% | 27.3% | ||
| Q1 25 | 3.6% | 19.2% | ||
| Q4 24 | 8.7% | 13.6% | ||
| Q3 24 | 4.8% | 29.4% | ||
| Q2 24 | 8.3% | 31.6% |
設備投資強度POSTWELL
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 12.3% | ||
| Q3 25 | 6.7% | 12.8% | ||
| Q2 25 | 6.6% | 11.8% | ||
| Q1 25 | 4.6% | 12.9% | ||
| Q4 24 | 7.0% | 18.1% | ||
| Q3 24 | 6.9% | 16.0% | ||
| Q2 24 | 5.7% | 11.8% |
キャッシュ転換率POSTWELL
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 5.56× | ||
| Q3 25 | 5.91× | 3.04× | ||
| Q2 25 | 2.08× | 2.53× | ||
| Q1 25 | 2.57× | 2.33× | ||
| Q4 24 | 2.74× | 4.52× | ||
| Q3 24 | 2.88× | 1.50× | ||
| Q2 24 | 2.73× | 2.32× |
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% |
WELL
| Resident fees and services | $2.8B | 83% |
| Rental income | $453.8M | 14% |
| Other | $117.2M | 3% |
