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CSG SYSTEMS INTERNATIONAL INC（CSGS）とブリストル・マイヤーズスクイブ（MYE）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
CSG SYSTEMS INTERNATIONAL INCの直近四半期売上が大きい（$323.1M vs $204.0M、ブリストル・マイヤーズスクイブの約1.6倍）。ブリストル・マイヤーズスクイブの純利益率が高く（5.6% vs 2.2%、差は3.4%）。CSG SYSTEMS INTERNATIONAL INCの前年同期比売上増加率が高い（2.0% vs 0.0%）。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 $18.9M）。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 -0.8%）
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。
ブリストル・マイヤーズ スクイブは米国ニュージャージー州プリンストンに本社を置く多国籍製薬企業です。不整脈治療薬のアピキサバン（商品名エリクイス）、各種がん治療薬のニボルマブ（商品名オプジーボ）、多発性骨髄腫治療薬のレナリドミド（商品名レブリミド）などを主力製品としています。
CSGS vs MYE — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $323.1M | $204.0M |
| 純利益 | $7.0M | $11.3M |
| 粗利率 | 50.0% | 33.2% |
| 営業利益率 | 9.0% | 9.9% |
| 純利益率 | 2.2% | 5.6% |
| 売上前年比 | 2.0% | 0.0% |
| 純利益前年比 | -79.7% | 163.7% |
| EPS（希薄化後） | $0.24 | $0.30 |
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 | $204.0M | ||
| Q3 25 | $303.6M | $205.4M | ||
| Q2 25 | $297.1M | $209.6M | ||
| Q1 25 | $299.5M | $206.8M | ||
| Q4 24 | $316.7M | $203.9M | ||
| Q3 24 | $295.1M | $205.1M | ||
| Q2 24 | $290.3M | $220.2M | ||
| Q1 24 | $295.1M | $207.1M |
| Q4 25 | $7.0M | $11.3M | ||
| Q3 25 | $20.5M | $7.1M | ||
| Q2 25 | $12.3M | $9.7M | ||
| Q1 25 | $16.1M | $6.8M | ||
| Q4 24 | $34.5M | $4.3M | ||
| Q3 24 | $19.1M | $-10.9M | ||
| Q2 24 | $13.8M | $10.3M | ||
| Q1 24 | $19.5M | $3.5M |
| Q4 25 | 50.0% | 33.2% | ||
| Q3 25 | 48.1% | 33.4% | ||
| Q2 25 | 49.5% | 33.7% | ||
| Q1 25 | 48.4% | 33.4% | ||
| Q4 24 | 51.3% | 32.3% | ||
| Q3 24 | 49.4% | 31.8% | ||
| Q2 24 | 47.3% | 34.3% | ||
| Q1 24 | 46.5% | 31.0% |
| Q4 25 | 9.0% | 9.9% | ||
| Q3 25 | 10.0% | 8.6% | ||
| Q2 25 | 10.0% | 9.5% | ||
| Q1 25 | 9.8% | 8.1% | ||
| Q4 24 | 13.4% | 7.2% | ||
| Q3 24 | 10.8% | -2.3% | ||
| Q2 24 | 8.8% | 10.8% | ||
| Q1 24 | 10.8% | 5.3% |
| Q4 25 | 2.2% | 5.6% | ||
| Q3 25 | 6.7% | 3.5% | ||
| Q2 25 | 4.1% | 4.6% | ||
| Q1 25 | 5.4% | 3.3% | ||
| Q4 24 | 10.9% | 2.1% | ||
| Q3 24 | 6.5% | -5.3% | ||
| Q2 24 | 4.8% | 4.7% | ||
| Q1 24 | 6.6% | 1.7% |
| Q4 25 | $0.24 | $0.30 | ||
| Q3 25 | $0.73 | $0.19 | ||
| Q2 25 | $0.44 | $0.26 | ||
| Q1 25 | $0.57 | $0.18 | ||
| Q4 24 | $1.20 | $0.11 | ||
| Q3 24 | $0.67 | $-0.29 | ||
| Q2 24 | $0.48 | $0.28 | ||
| Q1 24 | $0.68 | $0.09 |
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 | $45.0M |
| 総負債低いほど良い | $539.5M | $345.8M |
| 株主資本純資産 | $283.7M | $294.2M |
| 総資産 | $1.5B | $851.3M |
| 負債/資本比率低いほどレバレッジが低い | 1.90× | 1.18× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $180.0M | $45.0M | ||
| Q3 25 | $158.4M | $48.0M | ||
| Q2 25 | $145.9M | $41.3M | ||
| Q1 25 | $136.0M | $35.3M | ||
| Q4 24 | $161.8M | $32.2M | ||
| Q3 24 | $118.4M | $29.7M | ||
| Q2 24 | $110.4M | $37.3M | ||
| Q1 24 | $120.8M | $32.7M |
| Q4 25 | $539.5M | $345.8M | ||
| Q3 25 | $538.6M | $361.2M | ||
| Q2 25 | $537.8M | $370.8M | ||
| Q1 25 | $537.6M | $383.4M | ||
| Q4 24 | $538.5M | $375.0M | ||
| Q3 24 | $539.5M | $387.5M | ||
| Q2 24 | $540.5M | $400.1M | ||
| Q1 24 | $541.5M | $400.6M |
| Q4 25 | $283.7M | $294.2M | ||
| Q3 25 | $289.5M | $286.6M | ||
| Q2 25 | $290.7M | $284.6M | ||
| Q1 25 | $283.1M | $277.4M | ||
| Q4 24 | $282.6M | $277.5M | ||
| Q3 24 | $288.4M | $275.6M | ||
| Q2 24 | $273.3M | $294.6M | ||
| Q1 24 | $269.3M | $291.7M |
| Q4 25 | $1.5B | $851.3M | ||
| Q3 25 | $1.5B | $864.1M | ||
| Q2 25 | $1.4B | $862.7M | ||
| Q1 25 | $1.4B | $883.8M | ||
| Q4 24 | $1.5B | $860.8M | ||
| Q3 24 | $1.4B | $905.0M | ||
| Q2 24 | $1.4B | $951.6M | ||
| Q1 24 | $1.3B | $947.1M |
| Q4 25 | 1.90× | 1.18× | ||
| Q3 25 | 1.86× | 1.26× | ||
| Q2 25 | 1.85× | 1.30× | ||
| Q1 25 | 1.90× | 1.38× | ||
| Q4 24 | 1.91× | 1.35× | ||
| Q3 24 | 1.87× | 1.41× | ||
| Q2 24 | 1.98× | 1.36× | ||
| Q1 24 | 2.01× | 1.37× |
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 | $22.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $55.8M | $18.9M |
| FCFマージンFCF / 売上 | 17.3% | 9.3% |
| 設備投資強度設備投資 / 売上 | 1.1% | 1.8% |
| キャッシュ転換率営業CF / 純利益 | 8.46× | 1.99× |
| 直近12ヶ月FCF直近4四半期 | $141.4M | $67.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $59.2M | $22.6M | ||
| Q3 25 | $47.9M | $25.8M | ||
| Q2 25 | $37.3M | $28.3M | ||
| Q1 25 | $11.5M | $10.1M | ||
| Q4 24 | $82.5M | $27.3M | ||
| Q3 24 | $39.5M | $17.3M | ||
| Q2 24 | $43.1M | $14.3M | ||
| Q1 24 | $-29.4M | $20.3M |
| Q4 25 | $55.8M | $18.9M | ||
| Q3 25 | $43.9M | $21.5M | ||
| Q2 25 | $34.6M | $24.7M | ||
| Q1 25 | $7.1M | $2.0M | ||
| Q4 24 | $76.6M | $20.2M | ||
| Q3 24 | $32.0M | $10.1M | ||
| Q2 24 | $38.8M | $9.9M | ||
| Q1 24 | $-34.1M | $14.6M |
| Q4 25 | 17.3% | 9.3% | ||
| Q3 25 | 14.5% | 10.5% | ||
| Q2 25 | 11.6% | 11.8% | ||
| Q1 25 | 2.4% | 1.0% | ||
| Q4 24 | 24.2% | 9.9% | ||
| Q3 24 | 10.8% | 4.9% | ||
| Q2 24 | 13.4% | 4.5% | ||
| Q1 24 | -11.6% | 7.0% |
| Q4 25 | 1.1% | 1.8% | ||
| Q3 25 | 1.3% | 2.1% | ||
| Q2 25 | 0.9% | 1.7% | ||
| Q1 25 | 1.5% | 3.9% | ||
| Q4 24 | 1.9% | 3.5% | ||
| Q3 24 | 2.5% | 3.5% | ||
| Q2 24 | 1.5% | 2.0% | ||
| Q1 24 | 1.6% | 2.8% |
| Q4 25 | 8.46× | 1.99× | ||
| Q3 25 | 2.34× | 3.63× | ||
| Q2 25 | 3.04× | 2.92× | ||
| Q1 25 | 0.71× | 1.49× | ||
| Q4 24 | 2.39× | 6.36× | ||
| Q3 24 | 2.07× | — | ||
| Q2 24 | 3.12× | 1.40× | ||
| Q1 24 | -1.51× | 5.79× |
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% |
MYE
| Industrial | $64.3M | 32% |
| Auto Aftermarket | $51.7M | 25% |
| Infrastructure | $34.0M | 17% |
| Food And Beverage | $23.2M | 11% |
| Vehicle | $17.9M | 9% |
| Consumer | $12.9M | 6% |
