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Broadridge Financial Solutions(BR)とCoStar Group(CSGP)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
Broadridge Financial Solutionsの直近四半期売上が大きい($1.7B vs $899.9M、CoStar Groupの約1.9倍)。Broadridge Financial Solutionsの純利益率が高く(16.6% vs 5.2%、差は11.4%)。CoStar Groupの前年同期比売上増加率が高い(26.9% vs -5.4%)。過去8四半期でCoStar Groupの売上複合成長率が高い(17.1% vs 10.4%)
Broadridge Financial Solutions, Inc.はニューヨーク州レイクサクセスに本社を置く上場企業向けサービス・金融テクノロジー企業です。2007年にADPから分社して設立され、金融業界の顧客に対して株主委任状や年次報告書などの金融文書、バーチャル株主総会などの株主コミュニケーションソリューションを提供しています。
CoStar Groupは1987年に設立された米国の商業不動産向けサービス企業で、本社はバージニア州アーリントンに所在します。北米・欧州を事業エリアとし、商業不動産業界向けの情報、分析、マーケティングサービスを提供するほか、複数のオンラインプラットフォームを運営しています。
BR vs CSGP — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $1.7B | $899.9M |
| 純利益 | $284.6M | $46.5M |
| 粗利率 | 27.6% | 78.6% |
| 営業利益率 | 12.0% | 5.5% |
| 純利益率 | 16.6% | 5.2% |
| 売上前年比 | -5.4% | 26.9% |
| 純利益前年比 | 17.1% | -22.2% |
| EPS(希薄化後) | $2.42 | $0.12 |
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 | $1.7B | $899.9M | ||
| Q3 25 | — | $833.6M | ||
| Q2 25 | $2.1B | $781.3M | ||
| Q1 25 | $1.8B | $732.2M | ||
| Q4 24 | $1.6B | $709.4M | ||
| Q3 24 | $1.4B | $692.6M | ||
| Q2 24 | $1.9B | $677.8M | ||
| Q1 24 | $1.7B | $656.4M |
| Q4 25 | $284.6M | $46.5M | ||
| Q3 25 | — | $-30.9M | ||
| Q2 25 | $374.2M | $6.2M | ||
| Q1 25 | $243.1M | $-14.8M | ||
| Q4 24 | $142.4M | $59.8M | ||
| Q3 24 | $79.8M | $53.0M | ||
| Q2 24 | $323.2M | $19.2M | ||
| Q1 24 | $213.7M | $6.7M |
| Q4 25 | 27.6% | 78.6% | ||
| Q3 25 | — | 79.3% | ||
| Q2 25 | 37.3% | 78.5% | ||
| Q1 25 | 31.8% | 79.1% | ||
| Q4 24 | 27.9% | 80.1% | ||
| Q3 24 | 24.5% | 79.7% | ||
| Q2 24 | 35.5% | 80.0% | ||
| Q1 24 | 31.2% | 78.5% |
| Q4 25 | 12.0% | 5.5% | ||
| Q3 25 | — | -6.1% | ||
| Q2 25 | 24.1% | -3.5% | ||
| Q1 25 | 19.0% | -5.8% | ||
| Q4 24 | 13.3% | 5.6% | ||
| Q3 24 | 9.4% | 3.4% | ||
| Q2 24 | 22.7% | -2.4% | ||
| Q1 24 | 17.5% | -6.5% |
| Q4 25 | 16.6% | 5.2% | ||
| Q3 25 | — | -3.7% | ||
| Q2 25 | 18.1% | 0.8% | ||
| Q1 25 | 13.4% | -2.0% | ||
| Q4 24 | 9.0% | 8.4% | ||
| Q3 24 | 5.6% | 7.7% | ||
| Q2 24 | 16.6% | 2.8% | ||
| Q1 24 | 12.4% | 1.0% |
| Q4 25 | $2.42 | $0.12 | ||
| Q3 25 | — | $-0.07 | ||
| Q2 25 | $3.17 | $0.01 | ||
| Q1 25 | $2.05 | $-0.04 | ||
| Q4 24 | $1.20 | $0.14 | ||
| Q3 24 | $0.68 | $0.13 | ||
| Q2 24 | $2.72 | $0.05 | ||
| Q1 24 | $1.79 | $0.02 |
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 | $371.5M | $1.6B |
| 総負債低いほど良い | $3.2B | $140.0M |
| 株主資本純資産 | $2.9B | $8.3B |
| 総資産 | $8.6B | $10.5B |
| 負債/資本比率低いほどレバレッジが低い | 1.10× | 0.02× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $371.5M | $1.6B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | $562.2M | $3.6B | ||
| Q1 25 | $317.9M | $3.7B | ||
| Q4 24 | $290.6M | $4.7B | ||
| Q3 24 | $293.5M | — | ||
| Q2 24 | $305.2M | — | ||
| Q1 24 | $236.4M | — |
| Q4 25 | $3.2B | $140.0M | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | $3.3B | $1.0B | ||
| Q1 25 | $3.4B | $1.0B | ||
| Q4 24 | $3.7B | $1.0B | ||
| Q3 24 | $3.6B | $1.0B | ||
| Q2 24 | $3.4B | $1.0B | ||
| Q1 24 | $3.5B | $1.0B |
| Q4 25 | $2.9B | $8.3B | ||
| Q3 25 | — | $8.6B | ||
| Q2 25 | $2.7B | $8.6B | ||
| Q1 25 | $2.4B | $8.6B | ||
| Q4 24 | $2.2B | $7.6B | ||
| Q3 24 | $2.2B | $7.5B | ||
| Q2 24 | $2.2B | $7.4B | ||
| Q1 24 | $2.3B | $7.3B |
| Q4 25 | $8.6B | $10.5B | ||
| Q3 25 | — | $10.8B | ||
| Q2 25 | $8.5B | $10.5B | ||
| Q1 25 | $8.3B | $10.4B | ||
| Q4 24 | $8.2B | $9.3B | ||
| Q3 24 | $8.0B | $9.1B | ||
| Q2 24 | $8.2B | $9.1B | ||
| Q1 24 | $8.2B | $9.0B |
| Q4 25 | 1.10× | 0.02× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | 1.22× | 0.12× | ||
| Q1 25 | 1.44× | 0.12× | ||
| Q4 24 | 1.64× | 0.13× | ||
| Q3 24 | 1.63× | 0.13× | ||
| Q2 24 | 1.55× | 0.14× | ||
| Q1 24 | 1.55× | 0.14× |
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 | — | $162.1M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $101.3M |
| FCFマージンFCF / 売上 | — | 11.3% |
| 設備投資強度設備投資 / 売上 | — | 6.8% |
| キャッシュ転換率営業CF / 純利益 | — | 3.49× |
| 直近12ヶ月FCF直近4四半期 | — | $123.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $162.1M | ||
| Q3 25 | — | $68.2M | ||
| Q2 25 | $699.7M | $146.5M | ||
| Q1 25 | $360.4M | $53.2M | ||
| Q4 24 | $236.7M | $94.6M | ||
| Q3 24 | $-125.5M | $100.3M | ||
| Q2 24 | $721.0M | $58.1M | ||
| Q1 24 | $207.4M | $139.6M |
| Q4 25 | — | $101.3M | ||
| Q3 25 | — | $-5.5M | ||
| Q2 25 | $684.1M | $27.7M | ||
| Q1 25 | $348.9M | $-500.0K | ||
| Q4 24 | $227.9M | $25.2M | ||
| Q3 24 | $-133.4M | $40.2M | ||
| Q2 24 | $703.2M | $-14.7M | ||
| Q1 24 | $184.6M | $-237.1M |
| Q4 25 | — | 11.3% | ||
| Q3 25 | — | -0.7% | ||
| Q2 25 | 33.1% | 3.5% | ||
| Q1 25 | 19.3% | -0.1% | ||
| Q4 24 | 14.3% | 3.6% | ||
| Q3 24 | -9.4% | 5.8% | ||
| Q2 24 | 36.2% | -2.2% | ||
| Q1 24 | 10.7% | -36.1% |
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | 0.8% | 15.2% | ||
| Q1 25 | 0.6% | 7.3% | ||
| Q4 24 | 0.6% | 9.8% | ||
| Q3 24 | 0.6% | 8.7% | ||
| Q2 24 | 0.9% | 10.7% | ||
| Q1 24 | 1.3% | 57.4% |
| Q4 25 | — | 3.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.87× | 23.63× | ||
| Q1 25 | 1.48× | — | ||
| Q4 24 | 1.66× | 1.58× | ||
| Q3 24 | -1.57× | 1.89× | ||
| Q2 24 | 2.23× | 3.03× | ||
| Q1 24 | 0.97× | 20.84× |
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
BR
| Recurring Fee Revenue Investor Communication Solutions | $589.5M | 34% |
| Recurring Fee Revenue Capital Markets | $300.9M | 18% |
| Recurring Fee Revenue Regulatory | $248.7M | 15% |
| Recurring Fee Revenue Customer Communications | $189.2M | 11% |
| Recurring Fee Revenue Wealth And Investment Management | $179.7M | 10% |
| Recurring Fee Revenue Data Driven Fund Solutions | $112.7M | 7% |
| Event Driven Revenue Mutual Funds | $51.4M | 3% |
| Event Driven Revenue Equity And Other | $39.2M | 2% |
| Global Technology And Operations | $7.5M | 0% |
CSGP
| Co Star | $503.8M | 56% |
| Other | $283.0M | 31% |
| Loop Net | $94.7M | 11% |