Amer Sports vs Ralph Lauren
企業の追加・変更・削除ができます(最大4社)。
要点
- 2026会計年度の売上高はRalph Laurenが$8.1B、Amer Sportsが$6.6Bで、Ralph Laurenの方が規模が大きい企業です。
- Amer Sportsの方が売上高の伸びが速い(26.7%、相手は14.6%)。
- Ralph Laurenの方が売上1ドルあたりの営業利益が多い(営業利益率14.5%、相手は10.7%)。
- Ralph Laurenの方が売上をより多くフリーキャッシュフローに変えている(FCFマージン9.2%、相手は7.8%)。
- Ralph Laurenの方が投下資本利益率が高い(45.4%、相手は8.5%)。
| 直近会計年度 | AS · FY25 | RL · FY26 |
|---|---|---|
| 規模 | ||
| 時価総額 | $15.9B | $23.1B |
| 売上高 | $6.6B | $8.1B |
| フリーキャッシュフロー | $513M | $746M |
| 純利益 | $427M | $941M |
| 成長率 | ||
| 売上高成長率 | 26.7% | 14.6% |
| 5年成長率 | — | 13.0% |
| 株式数の変化 | 12.2% | −2.7% |
| 収益性 | ||
| 売上総利益率 | 57.6% | 69.9% |
| 営業利益率 | 10.7% | 14.5% |
| 純利益率 | 6.5% | 11.6% |
| FCFマージン | 7.8% | 9.2% |
| 投下資本利益率 | 8.5% | 45.4% |
| 自己資本利益率 | 7.9% | 34.7% |
| 貸借対照表 | ||
| 純負債 | $283M | −$593M |
| 純負債 / EBITDA | 0.3x | −0.4x |
| 配当と自社株買い | $0.0M | $840M |
| バリュエーションとクオリティ | ||
| PER | — | 23.8x |
| ピオトロスキーFスコア | 7 | 8 |
FY17
AS —
RL $6.7B
FY18
AS —
RL $6.2B
FY19
AS —
RL $6.3B
FY20
AS —
RL $6.2B
FY21
AS $3.1B
RL $4.4B
FY22
AS $3.6B
RL $6.2B
FY23
AS $4.4B
RL $6.4B
FY24
AS $5.2B
RL $6.6B
FY25
AS $6.6B
RL $7.1B
FY26
AS —
RL $8.1B
AS
RL
FY17
AS —
RL −1.4%
FY18
AS —
RL 8.1%
FY19
AS —
RL 8.9%
FY20
AS —
RL 5.2%
FY21
AS 6.1%
RL −1.0%
FY22
AS 1.4%
RL 12.8%
FY23
AS 6.9%
RL 10.9%
FY24
AS 9.1%
RL 11.4%
FY25
AS 10.7%
RL 13.2%
FY26
AS —
RL 14.5%
AS
RL
FY17
AS —
RL $669M
FY18
AS —
RL $814M
FY19
AS —
RL $586M
FY20
AS —
RL $484M
FY21
AS $207M
RL $273M
FY22
AS −$169M
RL $549M
FY23
AS $75.4M
RL $194M
FY24
AS $196M
RL $905M
FY25
AS $513M
RL $1.0B
FY26
AS —
RL $746M
AS
RL
FY17
AS —
RL −2.5%
FY18
AS —
RL 10.9%
FY19
AS —
RL 19.5%
FY20
AS —
RL 15.2%
FY21
AS —
RL −1.8%
FY22
AS —
RL 33.5%
FY23
AS —
RL 24.9%
FY24
AS 4.1%
RL 28.4%
FY25
AS 8.5%
RL 36.5%
FY26
AS —
RL 45.4%
AS
RL
各社の直近会計年度のデータです。決算月は企業によって異なります。高い(または低い)方が明らかに良い項目では、各行の最良値を強調しています。投資助言ではありません。