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CoStar Group（CSGP）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
CoStar Groupの直近四半期売上が大きい（$899.9M vs $747.5M、Installed Building Products, Inc.の約1.2倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 5.2%、差は5.1%）。CoStar Groupの前年同期比売上増加率が高い（26.9% vs -0.4%）。CoStar Groupの直近四半期フリーキャッシュフローが多い（$101.3M vs $49.3M）。過去8四半期でCoStar Groupの売上複合成長率が高い（17.1% vs 3.9%）
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。
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。
CSGP vs IBP — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $899.9M | $747.5M |
| 純利益 | $46.5M | $76.6M |
| 粗利率 | 78.6% | 35.0% |
| 営業利益率 | 5.5% | 14.6% |
| 純利益率 | 5.2% | 10.2% |
| 売上前年比 | 26.9% | -0.4% |
| 純利益前年比 | -22.2% | 14.5% |
| EPS（希薄化後） | $0.12 | $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
| Q4 25 | $899.9M | $747.5M | ||
| Q3 25 | $833.6M | $778.2M | ||
| Q2 25 | $781.3M | $760.3M | ||
| Q1 25 | $732.2M | $684.8M | ||
| Q4 24 | $709.4M | $750.2M | ||
| Q3 24 | $692.6M | $760.6M | ||
| Q2 24 | $677.8M | $737.6M | ||
| Q1 24 | $656.4M | $692.9M |
| Q4 25 | $46.5M | $76.6M | ||
| Q3 25 | $-30.9M | $74.4M | ||
| Q2 25 | $6.2M | $69.0M | ||
| Q1 25 | $-14.8M | $45.4M | ||
| Q4 24 | $59.8M | $66.9M | ||
| Q3 24 | $53.0M | $68.6M | ||
| Q2 24 | $19.2M | $65.2M | ||
| Q1 24 | $6.7M | $55.9M |
| Q4 25 | 78.6% | 35.0% | ||
| Q3 25 | 79.3% | 34.0% | ||
| Q2 25 | 78.5% | 34.2% | ||
| Q1 25 | 79.1% | 32.7% | ||
| Q4 24 | 80.1% | 33.6% | ||
| Q3 24 | 79.7% | 33.8% | ||
| Q2 24 | 80.0% | 34.1% | ||
| Q1 24 | 78.5% | 33.8% |
| Q4 25 | 5.5% | 14.6% | ||
| Q3 25 | -6.1% | 13.7% | ||
| Q2 25 | -3.5% | 13.3% | ||
| Q1 25 | -5.8% | 10.2% | ||
| Q4 24 | 5.6% | 13.1% | ||
| Q3 24 | 3.4% | 13.3% | ||
| Q2 24 | -2.4% | 12.9% | ||
| Q1 24 | -6.5% | 12.7% |
| Q4 25 | 5.2% | 10.2% | ||
| Q3 25 | -3.7% | 9.6% | ||
| Q2 25 | 0.8% | 9.1% | ||
| Q1 25 | -2.0% | 6.6% | ||
| Q4 24 | 8.4% | 8.9% | ||
| Q3 24 | 7.7% | 9.0% | ||
| Q2 24 | 2.8% | 8.8% | ||
| Q1 24 | 1.0% | 8.1% |
| Q4 25 | $0.12 | $2.81 | ||
| Q3 25 | $-0.07 | $2.74 | ||
| Q2 25 | $0.01 | $2.52 | ||
| Q1 25 | $-0.04 | $1.64 | ||
| Q4 24 | $0.14 | $2.39 | ||
| Q3 24 | $0.13 | $2.44 | ||
| Q2 24 | $0.05 | $2.30 | ||
| Q1 24 | $0.02 | $1.97 |
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 | $1.6B | $321.9M |
| 総負債低いほど良い | $140.0M | $886.6M |
| 株主資本純資産 | $8.3B | $709.9M |
| 総資産 | $10.5B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.02× | 1.25× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.6B | $321.9M | ||
| Q3 25 | $1.9B | $333.3M | ||
| Q2 25 | $3.6B | $305.2M | ||
| Q1 25 | $3.7B | $298.7M | ||
| Q4 24 | $4.7B | $327.6M | ||
| Q3 24 | — | $406.2M | ||
| Q2 24 | — | $380.3M | ||
| Q1 24 | — | $399.9M |
| Q4 25 | $140.0M | $886.6M | ||
| Q3 25 | $1.0B | $880.8M | ||
| Q2 25 | $1.0B | $876.1M | ||
| Q1 25 | $1.0B | $872.4M | ||
| Q4 24 | $1.0B | $874.8M | ||
| Q3 24 | $1.0B | $872.3M | ||
| Q2 24 | $1.0B | $875.8M | ||
| Q1 24 | $1.0B | $875.0M |
| Q4 25 | $8.3B | $709.9M | ||
| Q3 25 | $8.6B | $678.6M | ||
| Q2 25 | $8.6B | $664.5M | ||
| Q1 25 | $8.6B | $660.9M | ||
| Q4 24 | $7.6B | $705.3M | ||
| Q3 24 | $7.5B | $716.4M | ||
| Q2 24 | $7.4B | $685.3M | ||
| Q1 24 | $7.3B | $679.2M |
| Q4 25 | $10.5B | $2.1B | ||
| Q3 25 | $10.8B | $2.1B | ||
| Q2 25 | $10.5B | $2.0B | ||
| Q1 25 | $10.4B | $2.0B | ||
| Q4 24 | $9.3B | $2.1B | ||
| Q3 24 | $9.1B | $2.1B | ||
| Q2 24 | $9.1B | $2.0B | ||
| Q1 24 | $9.0B | $2.0B |
| Q4 25 | 0.02× | 1.25× | ||
| Q3 25 | 0.12× | 1.30× | ||
| Q2 25 | 0.12× | 1.32× | ||
| Q1 25 | 0.12× | 1.32× | ||
| Q4 24 | 0.13× | 1.24× | ||
| Q3 24 | 0.13× | 1.22× | ||
| Q2 24 | 0.14× | 1.28× | ||
| Q1 24 | 0.14× | 1.29× |
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 | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $101.3M | $49.3M |
| FCFマージンFCF / 売上 | 11.3% | 6.6% |
| 設備投資強度設備投資 / 売上 | 6.8% | 2.1% |
| キャッシュ転換率営業CF / 純利益 | 3.49× | 0.85× |
| 直近12ヶ月FCF直近4四半期 | $123.0M | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $162.1M | $64.9M | ||
| Q3 25 | $68.2M | $124.0M | ||
| Q2 25 | $146.5M | $90.4M | ||
| Q1 25 | $53.2M | $92.1M | ||
| Q4 24 | $94.6M | $74.8M | ||
| Q3 24 | $100.3M | $101.4M | ||
| Q2 24 | $58.1M | $79.0M | ||
| Q1 24 | $139.6M | $84.8M |
| Q4 25 | $101.3M | $49.3M | ||
| Q3 25 | $-5.5M | $104.8M | ||
| Q2 25 | $27.7M | $74.8M | ||
| Q1 25 | $-500.0K | $71.9M | ||
| Q4 24 | $25.2M | $52.9M | ||
| Q3 24 | $40.2M | $77.3M | ||
| Q2 24 | $-14.7M | $58.2M | ||
| Q1 24 | $-237.1M | $63.0M |
| Q4 25 | 11.3% | 6.6% | ||
| Q3 25 | -0.7% | 13.5% | ||
| Q2 25 | 3.5% | 9.8% | ||
| Q1 25 | -0.1% | 10.5% | ||
| Q4 24 | 3.6% | 7.1% | ||
| Q3 24 | 5.8% | 10.2% | ||
| Q2 24 | -2.2% | 7.9% | ||
| Q1 24 | -36.1% | 9.1% |
| Q4 25 | 6.8% | 2.1% | ||
| Q3 25 | 8.8% | 2.5% | ||
| Q2 25 | 15.2% | 2.1% | ||
| Q1 25 | 7.3% | 2.9% | ||
| Q4 24 | 9.8% | 2.9% | ||
| Q3 24 | 8.7% | 3.2% | ||
| Q2 24 | 10.7% | 2.8% | ||
| Q1 24 | 57.4% | 3.1% |
| Q4 25 | 3.49× | 0.85× | ||
| Q3 25 | — | 1.67× | ||
| Q2 25 | 23.63× | 1.31× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | 1.58× | 1.12× | ||
| Q3 24 | 1.89× | 1.48× | ||
| Q2 24 | 3.03× | 1.21× | ||
| Q1 24 | 20.84× | 1.52× |
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
CSGP
| Co Star | $503.8M | 56% |
| Other | $283.0M | 31% |
| Loop Net | $94.7M | 11% |
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% |
