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Science Applications International Corp（SAIC）とWaystar Holding Corp.（WAY）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
Science Applications International Corpの直近四半期売上が大きい（$1.9B vs $303.5M、Waystar Holding Corp.の約6.1倍）。Waystar Holding Corp.の純利益率が高く（6.6% vs 4.2%、差は2.4%）。Waystar Holding Corp.の前年同期比売上増加率が高い（24.3% vs 2.6%）。Science Applications International Corpの直近四半期フリーキャッシュフローが多い（$120.0M vs $57.2M）。過去8四半期でWaystar Holding Corp.の売上複合成長率が高い（16.2% vs 2.3%）
科学応用国際公社（SAIC）は米国バージニア州レストンに本社を置くテクノロジー企業で、政府機関向けの業務支援サービスや情報技術サポートを提供しており、公共部門向けテクノロジーサービス分野で高い実績を持っています。
Waystar Holding Corpは、医療向け決済および収益サイクル管理ソリューションの大手プロバイダーです。米国全土の医療機関、医療システム、保険者を対象に、請求処理、保険金請求手続き、患者支払いの効率化ツールを提供し、医療組織の事務負担削減と財務パフォーマンス向上を支援しています。
SAIC vs WAY — 直接比較
損益計算書 — Q3 2026 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $1.9B | $303.5M |
| 純利益 | $78.0M | $20.0M |
| 粗利率 | 12.2% | — |
| 営業利益率 | 6.9% | 19.4% |
| 純利益率 | 4.2% | 6.6% |
| 売上前年比 | 2.6% | 24.3% |
| 純利益前年比 | -3.7% | 4.8% |
| EPS（希薄化後） | $1.69 | $0.10 |
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 | $1.9B | $303.5M | ||
| Q3 25 | — | $268.7M | ||
| Q2 25 | $1.9B | $270.7M | ||
| Q1 25 | — | $256.4M | ||
| Q4 24 | $2.0B | $244.1M | ||
| Q3 24 | $1.8B | $240.1M | ||
| Q2 24 | $1.8B | $234.5M | ||
| Q1 24 | $1.7B | $224.8M |
| Q4 25 | $78.0M | $20.0M | ||
| Q3 25 | — | $30.6M | ||
| Q2 25 | $68.0M | $32.2M | ||
| Q1 25 | — | $29.3M | ||
| Q4 24 | $106.0M | $19.1M | ||
| Q3 24 | $81.0M | $5.4M | ||
| Q2 24 | $77.0M | $-27.7M | ||
| Q1 24 | $39.0M | $-15.9M |
| Q4 25 | 12.2% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 11.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 12.0% | — | ||
| Q3 24 | 11.6% | — | ||
| Q2 24 | 11.5% | — | ||
| Q1 24 | 11.1% | — |
| Q4 25 | 6.9% | 19.4% | ||
| Q3 25 | — | 22.4% | ||
| Q2 25 | 6.4% | 24.0% | ||
| Q1 25 | — | 25.4% | ||
| Q4 24 | 8.1% | 21.8% | ||
| Q3 24 | 7.4% | 11.3% | ||
| Q2 24 | 7.1% | 3.5% | ||
| Q1 24 | 4.5% | 15.7% |
| Q4 25 | 4.2% | 6.6% | ||
| Q3 25 | — | 11.4% | ||
| Q2 25 | 3.6% | 11.9% | ||
| Q1 25 | — | 11.4% | ||
| Q4 24 | 5.4% | 7.8% | ||
| Q3 24 | 4.5% | 2.3% | ||
| Q2 24 | 4.2% | -11.8% | ||
| Q1 24 | 2.2% | -7.1% |
| Q4 25 | $1.69 | $0.10 | ||
| Q3 25 | — | $0.17 | ||
| Q2 25 | $1.42 | $0.18 | ||
| Q1 25 | — | $0.16 | ||
| Q4 24 | $2.13 | $0.18 | ||
| Q3 24 | $1.58 | $0.03 | ||
| Q2 24 | $1.48 | $-0.21 | ||
| Q1 24 | $0.77 | $-0.13 |
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 | $45.0M | $61.4M |
| 総負債低いほど良い | $2.5B | $1.5B |
| 株主資本純資産 | $1.5B | $3.9B |
| 総資産 | $5.4B | $5.8B |
| 負債/資本比率低いほどレバレッジが低い | 1.64× | 0.38× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $45.0M | $61.4M | ||
| Q3 25 | — | $421.1M | ||
| Q2 25 | $47.0M | $290.3M | ||
| Q1 25 | — | $224.0M | ||
| Q4 24 | $46.0M | $182.1M | ||
| Q3 24 | $48.0M | $127.1M | ||
| Q2 24 | $49.0M | $68.4M | ||
| Q1 24 | $94.0M | $57.3M |
| Q4 25 | $2.5B | $1.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.2B | $1.2B | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.1B | — | ||
| Q1 24 | $2.1B | — |
| Q4 25 | $1.5B | $3.9B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | $1.5B | $3.2B | ||
| Q1 25 | — | $3.1B | ||
| Q4 24 | $1.6B | $3.1B | ||
| Q3 24 | $1.6B | $3.1B | ||
| Q2 24 | $1.8B | $2.9B | ||
| Q1 24 | $1.8B | $2.0B |
| Q4 25 | $5.4B | $5.8B | ||
| Q3 25 | — | $4.7B | ||
| Q2 25 | $5.2B | $4.7B | ||
| Q1 25 | — | $4.6B | ||
| Q4 24 | $5.3B | $4.6B | ||
| Q3 24 | $5.3B | $4.5B | ||
| Q2 24 | $5.3B | $4.6B | ||
| Q1 24 | $5.3B | — |
| Q4 25 | 1.64× | 0.38× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.34× | 0.40× | ||
| Q3 24 | 1.33× | — | ||
| Q2 24 | 1.18× | — | ||
| Q1 24 | 1.18× | — |
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 | $129.0M | $66.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $120.0M | $57.2M |
| FCFマージンFCF / 売上 | 6.4% | 18.9% |
| 設備投資強度設備投資 / 売上 | 0.5% | 3.1% |
| キャッシュ転換率営業CF / 純利益 | 1.65× | 3.33× |
| 直近12ヶ月FCF直近4四半期 | $478.0M | $283.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $129.0M | $66.6M | ||
| Q3 25 | — | $82.0M | ||
| Q2 25 | $100.0M | $96.8M | ||
| Q1 25 | — | $64.2M | ||
| Q4 24 | $143.0M | — | ||
| Q3 24 | $138.0M | $78.8M | ||
| Q2 24 | $98.0M | $15.4M | ||
| Q1 24 | $63.0M | $10.7M |
| Q4 25 | $120.0M | $57.2M | ||
| Q3 25 | — | $76.2M | ||
| Q2 25 | $92.0M | $91.0M | ||
| Q1 25 | — | $58.8M | ||
| Q4 24 | $134.0M | — | ||
| Q3 24 | $132.0M | $70.2M | ||
| Q2 24 | $92.0M | $8.6M | ||
| Q1 24 | $52.0M | $5.2M |
| Q4 25 | 6.4% | 18.9% | ||
| Q3 25 | — | 28.3% | ||
| Q2 25 | 4.9% | 33.6% | ||
| Q1 25 | — | 22.9% | ||
| Q4 24 | 6.8% | — | ||
| Q3 24 | 7.3% | 29.2% | ||
| Q2 24 | 5.0% | 3.7% | ||
| Q1 24 | 3.0% | 2.3% |
| Q4 25 | 0.5% | 3.1% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | 0.4% | 2.1% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.3% | 3.6% | ||
| Q2 24 | 0.3% | 2.9% | ||
| Q1 24 | 0.6% | 2.5% |
| Q4 25 | 1.65× | 3.33× | ||
| Q3 25 | — | 2.68× | ||
| Q2 25 | 1.47× | 3.01× | ||
| Q1 25 | — | 2.20× | ||
| Q4 24 | 1.35× | — | ||
| Q3 24 | 1.70× | 14.56× | ||
| Q2 24 | 1.27× | — | ||
| Q1 24 | 1.62× | — |
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
SAIC
| Prime Contractor | $1.3B | 71% |
| Civilian | $427.0M | 23% |
| Subcontractor | $116.0M | 6% |
| Commercial State And Local Agencies | $7.0M | 0% |
WAY
| Subscription And Circulation | $167.8M | 55% |
| Volume Based Revenue | $134.2M | 44% |
| Implementation Services And Other Revenue | $1.5M | 1% |
