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SCANSOURCE, INC.（SCSC）とVici Properties（VICI）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
Vici Propertiesの直近四半期売上が大きい（$1.0B vs $766.5M、SCANSOURCE, INC.の約1.3倍）。Vici Propertiesの純利益率が高く（87.0% vs 2.2%、差は84.8%）。Vici Propertiesの前年同期比売上増加率が高い（3.5% vs 2.5%）。過去8四半期でVici Propertiesの売上複合成長率が高い（3.2% vs 0.9%）
ScanSource社は世界有数の専門技術流通企業で、POSシステム、バーコードスキャナー、サイバーセキュリティ製品、クラウドサービス、通信ソリューションなどを取り扱い、北米・中南米・欧州の付加価値販売業者、サービスプロバイダー、企業顧客向けに事業を展開し、小売、医療、産業、公共部門を主な対象分野としています。
Vici Properties Inc.はニューヨークに本社を置く米国の不動産投資信託（REIT）で、カジノや娯楽施設向け不動産事業を専門としています。2017年にシーザーズ・エンターテイメントの破産再編の一環として分社され、現在米加両国で54か所のカジノ・ホテル・競馬場、4つのゴルフ場、38のボウリング場を保有しています。
SCSC vs VICI — 直接比較
売上が大きい
VICI
1.3倍大きい
$766.5M
売上成長率が高い
VICI
+0.9%の差
2.5%
純利益率が高い
VICI
純利益率が84.8%高い
2.2%
2年売上CAGRが高い
VICI
2年複合成長率
0.9%
損益計算書 — Q2 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $766.5M | $1.0B |
| 純利益 | $16.5M | $886.0M |
| 粗利率 | 13.4% | — |
| 営業利益率 | 2.3% | — |
| 純利益率 | 2.2% | 87.0% |
| 売上前年比 | 2.5% | 3.5% |
| 純利益前年比 | -3.3% | 60.5% |
| EPS（希薄化後） | $0.75 | $0.82 |
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SCSCVICI
| Q1 26 | — | $1.0B | ||
| Q4 25 | $766.5M | $1.0B | ||
| Q3 25 | $739.6M | $1.0B | ||
| Q2 25 | $812.9M | $1.0B | ||
| Q1 25 | $704.8M | $984.2M | ||
| Q4 24 | $747.5M | $976.1M | ||
| Q3 24 | $775.6M | $964.7M | ||
| Q2 24 | $746.1M | $957.0M |
純利益SCSCVICI
| Q1 26 | — | $886.0M | ||
| Q4 25 | $16.5M | $604.8M | ||
| Q3 25 | $19.9M | $762.0M | ||
| Q2 25 | $20.1M | $865.1M | ||
| Q1 25 | $17.4M | $543.6M | ||
| Q4 24 | $17.1M | $614.6M | ||
| Q3 24 | $17.0M | $732.9M | ||
| Q2 24 | $16.1M | $741.3M |
粗利率SCSCVICI
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | 99.3% | ||
| Q3 25 | 14.5% | 99.3% | ||
| Q2 25 | 12.9% | 99.3% | ||
| Q1 25 | 14.2% | 99.4% | ||
| Q4 24 | 13.6% | 99.3% | ||
| Q3 24 | 13.1% | 99.3% | ||
| Q2 24 | 13.0% | 99.3% |
営業利益率SCSCVICI
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 60.2% | ||
| Q3 25 | 3.5% | 77.2% | ||
| Q2 25 | 3.3% | 88.3% | ||
| Q1 25 | 3.2% | 55.9% | ||
| Q4 24 | 2.5% | 64.2% | ||
| Q3 24 | 2.3% | 77.4% | ||
| Q2 24 | 2.9% | 79.0% |
純利益率SCSCVICI
| Q1 26 | — | 87.0% | ||
| Q4 25 | 2.2% | 59.7% | ||
| Q3 25 | 2.7% | 75.6% | ||
| Q2 25 | 2.5% | 86.4% | ||
| Q1 25 | 2.5% | 55.2% | ||
| Q4 24 | 2.3% | 63.0% | ||
| Q3 24 | 2.2% | 76.0% | ||
| Q2 24 | 2.2% | 77.5% |
EPS（希薄化後）SCSCVICI
| Q1 26 | — | $0.82 | ||
| Q4 25 | $0.75 | $0.57 | ||
| Q3 25 | $0.89 | $0.71 | ||
| Q2 25 | $0.87 | $0.82 | ||
| Q1 25 | $0.74 | $0.51 | ||
| Q4 24 | $0.70 | $0.58 | ||
| Q3 24 | $0.69 | $0.70 | ||
| Q2 24 | $0.66 | $0.71 |
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 | $83.5M | $480.2M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $910.9M | $28.6B |
| 総資産 | $1.7B | $47.1B |
| 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
現金・短期投資SCSCVICI
| Q1 26 | — | $480.2M | ||
| Q4 25 | $83.5M | $608.0M | ||
| Q3 25 | $124.9M | $507.5M | ||
| Q2 25 | $126.2M | $233.0M | ||
| Q1 25 | $146.3M | $334.3M | ||
| Q4 24 | $110.5M | $524.6M | ||
| Q3 24 | $145.0M | $355.7M | ||
| Q2 24 | $185.5M | $347.2M |
総負債SCSCVICI
| Q1 26 | — | — | ||
| Q4 25 | — | $16.8B | ||
| Q3 25 | — | $16.8B | ||
| Q2 25 | — | $16.9B | ||
| Q1 25 | — | $16.8B | ||
| Q4 24 | — | $16.7B | ||
| Q3 24 | — | $16.7B | ||
| Q2 24 | — | $16.7B |
株主資本SCSCVICI
| Q1 26 | — | $28.6B | ||
| Q4 25 | $910.9M | $27.8B | ||
| Q3 25 | $914.0M | $27.7B | ||
| Q2 25 | $906.4M | $27.0B | ||
| Q1 25 | $901.7M | $26.6B | ||
| Q4 24 | $900.7M | $26.5B | ||
| Q3 24 | $920.9M | $26.1B | ||
| Q2 24 | $924.3M | $25.7B |
総資産SCSCVICI
| Q1 26 | — | $47.1B | ||
| Q4 25 | $1.7B | $46.7B | ||
| Q3 25 | $1.7B | $46.5B | ||
| Q2 25 | $1.8B | $46.1B | ||
| Q1 25 | $1.7B | $45.5B | ||
| Q4 24 | $1.7B | $45.4B | ||
| Q3 24 | $1.8B | $44.9B | ||
| Q2 24 | $1.8B | $44.5B |
負債/資本比率SCSCVICI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.61× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.63× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.65× |
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 | $30.8M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $28.9M | — |
| FCFマージンFCF / 売上 | 3.8% | — |
| 設備投資強度設備投資 / 売上 | 0.3% | 0.1% |
| キャッシュ転換率営業CF / 純利益 | 1.87× | — |
| 直近12ヶ月FCF直近4四半期 | — | — |
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SCSCVICI
| Q1 26 | — | — | ||
| Q4 25 | $30.8M | $691.9M | ||
| Q3 25 | $23.2M | $586.3M | ||
| Q2 25 | — | $639.9M | ||
| Q1 25 | $66.1M | $591.9M | ||
| Q4 24 | $-6.2M | $644.1M | ||
| Q3 24 | $44.8M | $579.1M | ||
| Q2 24 | — | $614.6M |
フリーキャッシュフローSCSCVICI
| Q1 26 | — | — | ||
| Q4 25 | $28.9M | — | ||
| Q3 25 | $20.8M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $64.6M | — | ||
| Q4 24 | $-8.2M | — | ||
| Q3 24 | $42.5M | — | ||
| Q2 24 | — | — |
FCFマージンSCSCVICI
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 9.2% | — | ||
| Q4 24 | -1.1% | — | ||
| Q3 24 | 5.5% | — | ||
| Q2 24 | — | — |
設備投資強度SCSCVICI
| Q1 26 | — | 0.1% | ||
| Q4 25 | 0.3% | — | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 0.3% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | 0.2% | — |
キャッシュ転換率SCSCVICI
| Q1 26 | — | — | ||
| Q4 25 | 1.87× | 1.14× | ||
| Q3 25 | 1.17× | 0.77× | ||
| Q2 25 | — | 0.74× | ||
| Q1 25 | 3.79× | 1.09× | ||
| Q4 24 | -0.36× | 1.05× | ||
| Q3 24 | 2.64× | 0.79× | ||
| Q2 24 | — | 0.83× |
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
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
VICI
| Other | $330.1M | 32% |
| MGM Master Lease | $193.7M | 19% |
| Caesars Las Vegas Master Lease | $126.4M | 12% |
| MGM Grand/Mandalay Bay Lease | $81.1M | 8% |
| The Venetian Resort Las Vegas Lease | $76.1M | 7% |
| Harrah's NOLA, AC, and Laughlin (3) | $44.6M | 4% |
| Mezzanine loans & preferred equity | $35.6M | 3% |
| Hard Rock Mirage Lease | $23.9M | 2% |
| PENN Master Lease (1) | $20.2M | 2% |
| JACK Entertainment Master Lease | $18.3M | 2% |
| Century Master Lease (excluding Century Canadian Portfolio) | $12.7M | 1% |
| Hard Rock Cincinnati Lease | $12.2M | 1% |
| CNE Gold Strike Lease | $10.6M | 1% |
| EBCI Southern Indiana Lease | $8.6M | 1% |
| Lucky Strike Master Lease | $8.3M | 1% |
| Foundation Master Lease | $6.4M | 1% |
| PURE Master Lease | $4.1M | 0% |
| Century Canadian Portfolio (4) | $3.3M | 0% |
| Senior secured notes | $2.4M | 0% |
