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COMMERCE BANCSHARES INC（CBSH）とInstalled Building Products, Inc.（IBP）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
Installed Building Products, Inc.の直近四半期売上が大きい（$747.5M vs $475.7M、COMMERCE BANCSHARES INCの約1.6倍）。COMMERCE BANCSHARES INCの純利益率が高く（29.8% vs 10.2%、差は19.5%）。COMMERCE BANCSHARES INCの前年同期比売上増加率が高い（11.1% vs -0.4%）。過去8四半期でCOMMERCE BANCSHARES INCの売上複合成長率が高い（7.1% vs 3.9%）
コマース・バンクシェアーズ・インクは米国ミズーリ州に本社を置く地域銀行持株会社で、カンザスシティとセントルイスに主要事務所を構えている。傘下のコマース・バンクは企業・個人向け銀行業務、資産運用、関連会社経由の投資業務を含む多様な金融サービスを提供している。
Installed Building Products, Inc.は米国の大手建築製品取付サービス企業で、断熱材、雨どい、ガレージドア、防火システム、窓装飾品などの取付サービスを提供し、住宅新築、改修、商業建築の各分野で米国の広範な地域に事業を展開しています。
CBSH vs IBP — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $475.7M | $747.5M |
| 純利益 | $141.6M | $76.6M |
| 粗利率 | — | 35.0% |
| 営業利益率 | — | 14.6% |
| 純利益率 | 29.8% | 10.2% |
| 売上前年比 | 11.1% | -0.4% |
| 純利益前年比 | 10.5% | 14.5% |
| EPS（希薄化後） | $0.96 | $2.81 |
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
| Q1 26 | $475.7M | — | ||
| Q4 25 | $449.4M | $747.5M | ||
| Q3 25 | $441.0M | $778.2M | ||
| Q2 25 | $445.8M | $760.3M | ||
| Q1 25 | $428.1M | $684.8M | ||
| Q4 24 | $422.1M | $750.2M | ||
| Q3 24 | $421.4M | $760.6M | ||
| Q2 24 | $414.5M | $737.6M |
| Q1 26 | $141.6M | — | ||
| Q4 25 | $140.7M | $76.6M | ||
| Q3 25 | $141.5M | $74.4M | ||
| Q2 25 | $152.5M | $69.0M | ||
| Q1 25 | $131.6M | $45.4M | ||
| Q4 24 | $136.1M | $66.9M | ||
| Q3 24 | $138.0M | $68.6M | ||
| Q2 24 | $139.6M | $65.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 35.0% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 34.2% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | — | 33.6% | ||
| Q3 24 | — | 33.8% | ||
| Q2 24 | — | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 40.8% | 14.6% | ||
| Q3 25 | 41.9% | 13.7% | ||
| Q2 25 | 44.0% | 13.3% | ||
| Q1 25 | 39.2% | 10.2% | ||
| Q4 24 | 41.2% | 13.1% | ||
| Q3 24 | 42.4% | 13.3% | ||
| Q2 24 | 43.4% | 12.9% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 31.3% | 10.2% | ||
| Q3 25 | 32.1% | 9.6% | ||
| Q2 25 | 34.2% | 9.1% | ||
| Q1 25 | 30.7% | 6.6% | ||
| Q4 24 | 32.2% | 8.9% | ||
| Q3 24 | 32.8% | 9.0% | ||
| Q2 24 | 33.7% | 8.8% |
| Q1 26 | $0.96 | — | ||
| Q4 25 | $0.86 | $2.81 | ||
| Q3 25 | $1.06 | $2.74 | ||
| Q2 25 | $1.14 | $2.52 | ||
| Q1 25 | $0.98 | $1.64 | ||
| Q4 24 | $0.83 | $2.39 | ||
| Q3 24 | $1.01 | $2.44 | ||
| Q2 24 | $1.03 | $2.30 |
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 | — | $321.9M |
| 総負債低いほど良い | — | $886.6M |
| 株主資本純資産 | $4.3B | $709.9M |
| 総資産 | $35.7B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.25× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | — | $321.9M | ||
| Q3 25 | — | $333.3M | ||
| Q2 25 | — | $305.2M | ||
| Q1 25 | — | $298.7M | ||
| Q4 24 | — | $327.6M | ||
| Q3 24 | — | $406.2M | ||
| Q2 24 | — | $380.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $886.6M | ||
| Q3 25 | — | $880.8M | ||
| Q2 25 | — | $876.1M | ||
| Q1 25 | — | $872.4M | ||
| Q4 24 | — | $874.8M | ||
| Q3 24 | — | $872.3M | ||
| Q2 24 | — | $875.8M |
| Q1 26 | $4.3B | — | ||
| Q4 25 | $3.8B | $709.9M | ||
| Q3 25 | $3.8B | $678.6M | ||
| Q2 25 | $3.6B | $664.5M | ||
| Q1 25 | $3.5B | $660.9M | ||
| Q4 24 | $3.3B | $705.3M | ||
| Q3 24 | $3.4B | $716.4M | ||
| Q2 24 | $3.1B | $685.3M |
| Q1 26 | $35.7B | — | ||
| Q4 25 | $32.9B | $2.1B | ||
| Q3 25 | $32.3B | $2.1B | ||
| Q2 25 | $32.3B | $2.0B | ||
| Q1 25 | $32.4B | $2.0B | ||
| Q4 24 | $32.0B | $2.1B | ||
| Q3 24 | $31.5B | $2.1B | ||
| Q2 24 | $30.6B | $2.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.25× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | — | 1.32× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | — | 1.24× | ||
| Q3 24 | — | 1.22× | ||
| Q2 24 | — | 1.28× |
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 | — | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $49.3M |
| FCFマージンFCF / 売上 | — | 6.6% |
| 設備投資強度設備投資 / 売上 | — | 2.1% |
| キャッシュ転換率営業CF / 純利益 | — | 0.85× |
| 直近12ヶ月FCF直近4四半期 | — | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $645.1M | $64.9M | ||
| Q3 25 | $129.0M | $124.0M | ||
| Q2 25 | $111.2M | $90.4M | ||
| Q1 25 | $138.6M | $92.1M | ||
| Q4 24 | $577.9M | $74.8M | ||
| Q3 24 | $431.7M | $101.4M | ||
| Q2 24 | $147.4M | $79.0M |
| Q1 26 | — | — | ||
| Q4 25 | $592.4M | $49.3M | ||
| Q3 25 | $113.3M | $104.8M | ||
| Q2 25 | $100.5M | $74.8M | ||
| Q1 25 | $126.0M | $71.9M | ||
| Q4 24 | $531.7M | $52.9M | ||
| Q3 24 | $419.1M | $77.3M | ||
| Q2 24 | $138.9M | $58.2M |
| Q1 26 | — | — | ||
| Q4 25 | 131.8% | 6.6% | ||
| Q3 25 | 25.7% | 13.5% | ||
| Q2 25 | 22.5% | 9.8% | ||
| Q1 25 | 29.4% | 10.5% | ||
| Q4 24 | 126.0% | 7.1% | ||
| Q3 24 | 99.5% | 10.2% | ||
| Q2 24 | 33.5% | 7.9% |
| Q1 26 | — | — | ||
| Q4 25 | 11.7% | 2.1% | ||
| Q3 25 | 3.6% | 2.5% | ||
| Q2 25 | 2.4% | 2.1% | ||
| Q1 25 | 2.9% | 2.9% | ||
| Q4 24 | 10.9% | 2.9% | ||
| Q3 24 | 3.0% | 3.2% | ||
| Q2 24 | 2.1% | 2.8% |
| Q1 26 | — | — | ||
| Q4 25 | 4.59× | 0.85× | ||
| Q3 25 | 0.91× | 1.67× | ||
| Q2 25 | 0.73× | 1.31× | ||
| Q1 25 | 1.05× | 2.03× | ||
| Q4 24 | 4.25× | 1.12× | ||
| Q3 24 | 3.13× | 1.48× | ||
| Q2 24 | 1.06× | 1.21× |
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
CBSH
セグメントデータなし
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
