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CSG SYSTEMS INTERNATIONAL INC（CSGS）とHims & Hers Health, Inc.（HIMS）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
Hims & Hers Health, Inc.の直近四半期売上が大きい（$617.8M vs $323.1M、CSG SYSTEMS INTERNATIONAL INCの約1.9倍）。Hims & Hers Health, Inc.の純利益率が高く（3.3% vs 2.2%、差は1.2%）。Hims & Hers Health, Inc.の前年同期比売上増加率が高い（28.4% vs 2.0%）。CSG SYSTEMS INTERNATIONAL INCの直近四半期フリーキャッシュフローが多い（$55.8M vs $-2.5M）。過去8四半期でHims & Hers Health, Inc.の売上複合成長率が高い（49.0% vs 4.6%）
中国南玻集団股フン有限公司は中国最大級の建築用ガラスメーカーで、浮きガラス、建築用ガラス、ディスプレイ用ガラス、自動車用ガラス、コーティングガラス、鏡、カラーフィルターガラス、太陽光発電用ガラス、省エネガラスなど多種多様なガラス製品の製造・販売を手がけています。
ヒムズ・アンド・ハーズ・ヘルス社は2017年設立の米国発の遠隔医療企業です。処方箋医薬品、一般用医薬品のほか、パーソナルケア商品を取り扱い、オンラインで手軽に健康関連の商品やサービスを利用できる環境を提供しています。
CSGS vs HIMS — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $323.1M | $617.8M |
| 純利益 | $7.0M | $20.6M |
| 粗利率 | 50.0% | 71.9% |
| 営業利益率 | 9.0% | 1.5% |
| 純利益率 | 2.2% | 3.3% |
| 売上前年比 | 2.0% | 28.4% |
| 純利益前年比 | -79.7% | -20.8% |
| EPS（希薄化後） | $0.24 | $0.08 |
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 | $323.1M | $617.8M | ||
| Q3 25 | $303.6M | $599.0M | ||
| Q2 25 | $297.1M | $544.8M | ||
| Q1 25 | $299.5M | $586.0M | ||
| Q4 24 | $316.7M | $481.1M | ||
| Q3 24 | $295.1M | $401.6M | ||
| Q2 24 | $290.3M | $315.6M | ||
| Q1 24 | $295.1M | $278.2M |
| Q4 25 | $7.0M | $20.6M | ||
| Q3 25 | $20.5M | $15.8M | ||
| Q2 25 | $12.3M | $42.5M | ||
| Q1 25 | $16.1M | $49.5M | ||
| Q4 24 | $34.5M | $26.0M | ||
| Q3 24 | $19.1M | $75.6M | ||
| Q2 24 | $13.8M | $13.3M | ||
| Q1 24 | $19.5M | $11.1M |
| Q4 25 | 50.0% | 71.9% | ||
| Q3 25 | 48.1% | 73.8% | ||
| Q2 25 | 49.5% | 76.4% | ||
| Q1 25 | 48.4% | 73.5% | ||
| Q4 24 | 51.3% | 76.8% | ||
| Q3 24 | 49.4% | 79.2% | ||
| Q2 24 | 47.3% | 81.3% | ||
| Q1 24 | 46.5% | 82.4% |
| Q4 25 | 9.0% | 1.5% | ||
| Q3 25 | 10.0% | 2.0% | ||
| Q2 25 | 10.0% | 4.9% | ||
| Q1 25 | 9.8% | 9.9% | ||
| Q4 24 | 13.4% | 3.9% | ||
| Q3 24 | 10.8% | 5.6% | ||
| Q2 24 | 8.8% | 3.5% | ||
| Q1 24 | 10.8% | 3.6% |
| Q4 25 | 2.2% | 3.3% | ||
| Q3 25 | 6.7% | 2.6% | ||
| Q2 25 | 4.1% | 7.8% | ||
| Q1 25 | 5.4% | 8.4% | ||
| Q4 24 | 10.9% | 5.4% | ||
| Q3 24 | 6.5% | 18.8% | ||
| Q2 24 | 4.8% | 4.2% | ||
| Q1 24 | 6.6% | 4.0% |
| Q4 25 | $0.24 | $0.08 | ||
| Q3 25 | $0.73 | $0.06 | ||
| Q2 25 | $0.44 | $0.17 | ||
| Q1 25 | $0.57 | $0.20 | ||
| Q4 24 | $1.20 | $0.10 | ||
| Q3 24 | $0.67 | $0.32 | ||
| Q2 24 | $0.48 | $0.06 | ||
| Q1 24 | $0.68 | $0.05 |
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 | $180.0M | $228.6M |
| 総負債低いほど良い | $539.5M | — |
| 株主資本純資産 | $283.7M | $540.9M |
| 総資産 | $1.5B | $2.2B |
| 負債/資本比率低いほどレバレッジが低い | 1.90× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $180.0M | $228.6M | ||
| Q3 25 | $158.4M | $345.8M | ||
| Q2 25 | $145.9M | $1.1B | ||
| Q1 25 | $136.0M | $273.7M | ||
| Q4 24 | $161.8M | $220.6M | ||
| Q3 24 | $118.4M | $165.5M | ||
| Q2 24 | $110.4M | $129.3M | ||
| Q1 24 | $120.8M | $105.2M |
| Q4 25 | $539.5M | — | ||
| Q3 25 | $538.6M | — | ||
| Q2 25 | $537.8M | — | ||
| Q1 25 | $537.6M | — | ||
| Q4 24 | $538.5M | — | ||
| Q3 24 | $539.5M | — | ||
| Q2 24 | $540.5M | — | ||
| Q1 24 | $541.5M | — |
| Q4 25 | $283.7M | $540.9M | ||
| Q3 25 | $289.5M | $581.0M | ||
| Q2 25 | $290.7M | $562.7M | ||
| Q1 25 | $283.1M | $549.3M | ||
| Q4 24 | $282.6M | $476.7M | ||
| Q3 24 | $288.4M | $440.1M | ||
| Q2 24 | $273.3M | $362.0M | ||
| Q1 24 | $269.3M | $344.5M |
| Q4 25 | $1.5B | $2.2B | ||
| Q3 25 | $1.5B | $2.2B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.4B | $891.7M | ||
| Q4 24 | $1.5B | $707.5M | ||
| Q3 24 | $1.4B | $602.3M | ||
| Q2 24 | $1.4B | $480.5M | ||
| Q1 24 | $1.3B | $448.1M |
| Q4 25 | 1.90× | — | ||
| Q3 25 | 1.86× | — | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 1.90× | — | ||
| Q4 24 | 1.91× | — | ||
| Q3 24 | 1.87× | — | ||
| Q2 24 | 1.98× | — | ||
| Q1 24 | 2.01× | — |
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 | $59.2M | $61.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $55.8M | $-2.5M |
| FCFマージンFCF / 売上 | 17.3% | -0.4% |
| 設備投資強度設備投資 / 売上 | 1.1% | 10.3% |
| キャッシュ転換率営業CF / 純利益 | 8.46× | 2.98× |
| 直近12ヶ月FCF直近4四半期 | $141.4M | $57.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $59.2M | $61.3M | ||
| Q3 25 | $47.9M | $148.7M | ||
| Q2 25 | $37.3M | $-19.1M | ||
| Q1 25 | $11.5M | $109.1M | ||
| Q4 24 | $82.5M | $86.4M | ||
| Q3 24 | $39.5M | $85.3M | ||
| Q2 24 | $43.1M | $53.6M | ||
| Q1 24 | $-29.4M | $25.8M |
| Q4 25 | $55.8M | $-2.5M | ||
| Q3 25 | $43.9M | $79.3M | ||
| Q2 25 | $34.6M | $-69.5M | ||
| Q1 25 | $7.1M | $50.1M | ||
| Q4 24 | $76.6M | $59.5M | ||
| Q3 24 | $32.0M | $79.4M | ||
| Q2 24 | $38.8M | $47.6M | ||
| Q1 24 | $-34.1M | $11.8M |
| Q4 25 | 17.3% | -0.4% | ||
| Q3 25 | 14.5% | 13.2% | ||
| Q2 25 | 11.6% | -12.8% | ||
| Q1 25 | 2.4% | 8.5% | ||
| Q4 24 | 24.2% | 12.4% | ||
| Q3 24 | 10.8% | 19.8% | ||
| Q2 24 | 13.4% | 15.1% | ||
| Q1 24 | -11.6% | 4.3% |
| Q4 25 | 1.1% | 10.3% | ||
| Q3 25 | 1.3% | 11.6% | ||
| Q2 25 | 0.9% | 9.3% | ||
| Q1 25 | 1.5% | 10.1% | ||
| Q4 24 | 1.9% | 5.6% | ||
| Q3 24 | 2.5% | 1.5% | ||
| Q2 24 | 1.5% | 1.9% | ||
| Q1 24 | 1.6% | 5.0% |
| Q4 25 | 8.46× | 2.98× | ||
| Q3 25 | 2.34× | 9.43× | ||
| Q2 25 | 3.04× | -0.45× | ||
| Q1 25 | 0.71× | 2.20× | ||
| Q4 24 | 2.39× | 3.32× | ||
| Q3 24 | 2.07× | 1.13× | ||
| Q2 24 | 3.12× | 4.03× | ||
| Q1 24 | -1.51× | 2.32× |
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
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
HIMS
セグメントデータなし
