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CSG SYSTEMS INTERNATIONAL INC(CSGS)とMadison Square Garden Sports Corp.(MSGS)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
Madison Square Garden Sports Corp.の直近四半期売上が大きい($403.4M vs $323.1M、CSG SYSTEMS INTERNATIONAL INCの約1.2倍)。CSG SYSTEMS INTERNATIONAL INCの純利益率が高く(2.2% vs 2.0%、差は0.1%)。Madison Square Garden Sports Corp.の前年同期比売上増加率が高い(12.8% 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 $31.6M)。過去8四半期でCSG SYSTEMS INTERNATIONAL INCの売上複合成長率が高い(4.6% vs -3.1%)
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。
マディソンスクエアガーデン・スポーツコーポレーションはニューヨーク市に本社を置く米国のスポーツホールディング企業で、プロスポーツクラブ運営やスポーツIPの事業開発を主力とし、北米スポーツ業界で高い知名度を持っています。
CSGS vs MSGS — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $323.1M | $403.4M |
| 純利益 | $7.0M | $8.2M |
| 粗利率 | 50.0% | — |
| 営業利益率 | 9.0% | 5.5% |
| 純利益率 | 2.2% | 2.0% |
| 売上前年比 | 2.0% | 12.8% |
| 純利益前年比 | -79.7% | 641.9% |
| EPS(希薄化後) | $0.24 | $0.34 |
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 | $403.4M | ||
| Q3 25 | $303.6M | $39.5M | ||
| Q2 25 | $297.1M | $204.0M | ||
| Q1 25 | $299.5M | $424.2M | ||
| Q4 24 | $316.7M | $357.8M | ||
| Q3 24 | $295.1M | $53.3M | ||
| Q2 24 | $290.3M | $227.3M | ||
| Q1 24 | $295.1M | $430.0M |
| Q4 25 | $7.0M | $8.2M | ||
| Q3 25 | $20.5M | $-8.8M | ||
| Q2 25 | $12.3M | $-1.8M | ||
| Q1 25 | $16.1M | $-14.2M | ||
| Q4 24 | $34.5M | $1.1M | ||
| Q3 24 | $19.1M | $-7.5M | ||
| Q2 24 | $13.8M | $25.5M | ||
| Q1 24 | $19.5M | $37.9M |
| Q4 25 | 50.0% | — | ||
| Q3 25 | 48.1% | — | ||
| Q2 25 | 49.5% | — | ||
| Q1 25 | 48.4% | — | ||
| Q4 24 | 51.3% | — | ||
| Q3 24 | 49.4% | — | ||
| Q2 24 | 47.3% | — | ||
| Q1 24 | 46.5% | — |
| Q4 25 | 9.0% | 5.5% | ||
| Q3 25 | 10.0% | -69.5% | ||
| Q2 25 | 10.0% | -11.1% | ||
| Q1 25 | 9.8% | 7.6% | ||
| Q4 24 | 13.4% | 3.7% | ||
| Q3 24 | 10.8% | -15.5% | ||
| Q2 24 | 8.8% | 23.0% | ||
| Q1 24 | 10.8% | 18.5% |
| Q4 25 | 2.2% | 2.0% | ||
| Q3 25 | 6.7% | -22.3% | ||
| Q2 25 | 4.1% | -0.9% | ||
| Q1 25 | 5.4% | -3.4% | ||
| Q4 24 | 10.9% | 0.3% | ||
| Q3 24 | 6.5% | -14.1% | ||
| Q2 24 | 4.8% | 11.2% | ||
| Q1 24 | 6.6% | 8.8% |
| Q4 25 | $0.24 | $0.34 | ||
| Q3 25 | $0.73 | $-0.37 | ||
| Q2 25 | $0.44 | $-0.08 | ||
| Q1 25 | $0.57 | $-0.59 | ||
| Q4 24 | $1.20 | $0.05 | ||
| Q3 24 | $0.67 | $-0.31 | ||
| Q2 24 | $0.48 | $1.07 | ||
| Q1 24 | $0.68 | $1.57 |
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 | $81.3M |
| 総負債低いほど良い | $539.5M | — |
| 株主資本純資産 | $283.7M | $-282.1M |
| 総資産 | $1.5B | $1.5B |
| 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 | $81.3M | ||
| Q3 25 | $158.4M | $48.6M | ||
| Q2 25 | $145.9M | $144.6M | ||
| Q1 25 | $136.0M | $96.5M | ||
| Q4 24 | $161.8M | $107.8M | ||
| Q3 24 | $118.4M | $52.3M | ||
| Q2 24 | $110.4M | $89.1M | ||
| Q1 24 | $120.8M | $40.0M |
| 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 | $-282.1M | ||
| Q3 25 | $289.5M | $-294.2M | ||
| Q2 25 | $290.7M | $-281.4M | ||
| Q1 25 | $283.1M | $-283.4M | ||
| Q4 24 | $282.6M | $-273.1M | ||
| Q3 24 | $288.4M | $-277.5M | ||
| Q2 24 | $273.3M | $-266.3M | ||
| Q1 24 | $269.3M | $-294.0M |
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.5B | $1.5B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $1.5B | $1.4B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.4B | $1.3B | ||
| Q1 24 | $1.3B | $1.4B |
| 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 | $32.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $55.8M | $31.6M |
| FCFマージンFCF / 売上 | 17.3% | 7.8% |
| 設備投資強度設備投資 / 売上 | 1.1% | 0.2% |
| キャッシュ転換率営業CF / 純利益 | 8.46× | 3.94× |
| 直近12ヶ月FCF直近4四半期 | $141.4M | $-480.0K |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $59.2M | $32.4M | ||
| Q3 25 | $47.9M | $-85.0M | ||
| Q2 25 | $37.3M | $49.7M | ||
| Q1 25 | $11.5M | $6.3M | ||
| Q4 24 | $82.5M | $61.8M | ||
| Q3 24 | $39.5M | $-26.2M | ||
| Q2 24 | $43.1M | $108.4M | ||
| Q1 24 | $-29.4M | $4.0M |
| Q4 25 | $55.8M | $31.6M | ||
| Q3 25 | $43.9M | $-85.3M | ||
| Q2 25 | $34.6M | $49.4M | ||
| Q1 25 | $7.1M | $3.9M | ||
| Q4 24 | $76.6M | $61.2M | ||
| Q3 24 | $32.0M | $-26.5M | ||
| Q2 24 | $38.8M | $108.0M | ||
| Q1 24 | $-34.1M | $3.9M |
| Q4 25 | 17.3% | 7.8% | ||
| Q3 25 | 14.5% | -216.3% | ||
| Q2 25 | 11.6% | 24.2% | ||
| Q1 25 | 2.4% | 0.9% | ||
| Q4 24 | 24.2% | 17.1% | ||
| Q3 24 | 10.8% | -49.7% | ||
| Q2 24 | 13.4% | 47.5% | ||
| Q1 24 | -11.6% | 0.9% |
| Q4 25 | 1.1% | 0.2% | ||
| Q3 25 | 1.3% | 0.9% | ||
| Q2 25 | 0.9% | 0.2% | ||
| Q1 25 | 1.5% | 0.6% | ||
| Q4 24 | 1.9% | 0.1% | ||
| Q3 24 | 2.5% | 0.7% | ||
| Q2 24 | 1.5% | 0.2% | ||
| Q1 24 | 1.6% | 0.0% |
| Q4 25 | 8.46× | 3.94× | ||
| Q3 25 | 2.34× | — | ||
| Q2 25 | 3.04× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 2.39× | 55.61× | ||
| Q3 24 | 2.07× | — | ||
| Q2 24 | 3.12× | 4.25× | ||
| Q1 24 | -1.51× | 0.11× |
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% |
MSGS
| Event Related | $167.2M | 41% |
| Media Rights | $122.3M | 30% |
| Sponsorship Signage And Suite Licenses | $98.5M | 24% |
| League Distribution | $15.4M | 4% |