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CSG SYSTEMS INTERNATIONAL INC（CSGS）とStrategic Education, Inc.（STRA）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 $305.9M、Strategic Education, Inc.の約1.1倍）。Strategic Education, Inc.の純利益率が高く（10.7% vs 2.2%、差は8.6%）。CSG SYSTEMS INTERNATIONAL INCの前年同期比売上増加率が高い（2.0% vs 0.8%）。Strategic Education, Inc.の直近四半期フリーキャッシュフローが多い（$77.3M vs $55.8M）。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 -1.0%）
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。
Strategic Education, Inc.（SEI）は教育サービスを事業とする持ち株会社で、旧社名はStrayer Education, Inc.です。営利目的のオンライン大学であるカペラ大学、ストレイヤー大学を傘下に所有するほか、DevMountain、Hackbright Academy、Sophia Learningなどの非学位コースを提供する教育機関も運営しています。
CSGS vs STRA — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $323.1M | $305.9M |
| 純利益 | $7.0M | $32.8M |
| 粗利率 | 50.0% | — |
| 営業利益率 | 9.0% | 13.4% |
| 純利益率 | 2.2% | 10.7% |
| 売上前年比 | 2.0% | 0.8% |
| 純利益前年比 | -79.7% | 10.3% |
| EPS（希薄化後） | $0.24 | $1.48 |
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 | — | $305.9M | ||
| Q4 25 | $323.1M | $323.2M | ||
| Q3 25 | $303.6M | $319.9M | ||
| Q2 25 | $297.1M | $321.5M | ||
| Q1 25 | $299.5M | $303.6M | ||
| Q4 24 | $316.7M | $311.5M | ||
| Q3 24 | $295.1M | $306.0M | ||
| Q2 24 | $290.3M | $312.3M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | $7.0M | $37.9M | ||
| Q3 25 | $20.5M | $26.6M | ||
| Q2 25 | $12.3M | $32.3M | ||
| Q1 25 | $16.1M | $29.7M | ||
| Q4 24 | $34.5M | $25.3M | ||
| Q3 24 | $19.1M | $27.7M | ||
| Q2 24 | $13.8M | $29.9M |
| Q1 26 | — | — | ||
| 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 26 | — | 13.4% | ||
| Q4 25 | 9.0% | 16.0% | ||
| Q3 25 | 10.0% | 11.6% | ||
| Q2 25 | 10.0% | 14.2% | ||
| Q1 25 | 9.8% | 13.1% | ||
| Q4 24 | 13.4% | 11.6% | ||
| Q3 24 | 10.8% | 11.9% | ||
| Q2 24 | 8.8% | 13.4% |
| Q1 26 | — | 10.7% | ||
| Q4 25 | 2.2% | 11.7% | ||
| Q3 25 | 6.7% | 8.3% | ||
| Q2 25 | 4.1% | 10.1% | ||
| Q1 25 | 5.4% | 9.8% | ||
| Q4 24 | 10.9% | 8.1% | ||
| Q3 24 | 6.5% | 9.1% | ||
| Q2 24 | 4.8% | 9.6% |
| Q1 26 | — | $1.48 | ||
| Q4 25 | $0.24 | $1.65 | ||
| Q3 25 | $0.73 | $1.15 | ||
| Q2 25 | $0.44 | $1.37 | ||
| Q1 25 | $0.57 | $1.24 | ||
| Q4 24 | $1.20 | $1.05 | ||
| Q3 24 | $0.67 | $1.15 | ||
| Q2 24 | $0.48 | $1.24 |
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 | $150.3M |
| 総負債低いほど良い | $539.5M | — |
| 株主資本純資産 | $283.7M | $1.6B |
| 総資産 | $1.5B | $2.1B |
| 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
| Q1 26 | — | $150.3M | ||
| Q4 25 | $180.0M | $148.1M | ||
| Q3 25 | $158.4M | $172.6M | ||
| Q2 25 | $145.9M | $164.9M | ||
| Q1 25 | $136.0M | $182.6M | ||
| Q4 24 | $161.8M | $184.0M | ||
| Q3 24 | $118.4M | $222.1M | ||
| Q2 24 | $110.4M | $256.2M |
| Q1 26 | — | — | ||
| 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 26 | — | $1.6B | ||
| Q4 25 | $283.7M | $1.6B | ||
| Q3 25 | $289.5M | $1.7B | ||
| Q2 25 | $290.7M | $1.7B | ||
| Q1 25 | $283.1M | $1.6B | ||
| Q4 24 | $282.6M | $1.7B | ||
| Q3 24 | $288.4M | $1.7B | ||
| Q2 24 | $273.3M | $1.7B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.5B | $2.0B | ||
| Q3 25 | $1.5B | $2.1B | ||
| Q2 25 | $1.4B | $2.1B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.5B | $2.0B | ||
| Q3 24 | $1.4B | $2.2B | ||
| Q2 24 | $1.4B | $2.2B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $87.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $55.8M | $77.3M |
| FCFマージンFCF / 売上 | 17.3% | 25.3% |
| 設備投資強度設備投資 / 売上 | 1.1% | — |
| キャッシュ転換率営業CF / 純利益 | 8.46× | 2.66× |
| 直近12ヶ月FCF直近4四半期 | $141.4M | $173.9M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $87.4M | ||
| Q4 25 | $59.2M | $39.2M | ||
| Q3 25 | $47.9M | $60.1M | ||
| Q2 25 | $37.3M | $31.2M | ||
| Q1 25 | $11.5M | $67.7M | ||
| Q4 24 | $82.5M | $15.9M | ||
| Q3 24 | $39.5M | $51.5M | ||
| Q2 24 | $43.1M | $24.3M |
| Q1 26 | — | $77.3M | ||
| Q4 25 | $55.8M | $27.0M | ||
| Q3 25 | $43.9M | $49.3M | ||
| Q2 25 | $34.6M | $20.4M | ||
| Q1 25 | $7.1M | $57.3M | ||
| Q4 24 | $76.6M | $4.7M | ||
| Q3 24 | $32.0M | $42.1M | ||
| Q2 24 | $38.8M | $13.6M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 17.3% | 8.3% | ||
| Q3 25 | 14.5% | 15.4% | ||
| Q2 25 | 11.6% | 6.3% | ||
| Q1 25 | 2.4% | 18.9% | ||
| Q4 24 | 24.2% | 1.5% | ||
| Q3 24 | 10.8% | 13.8% | ||
| Q2 24 | 13.4% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 3.8% | ||
| Q3 25 | 1.3% | 3.4% | ||
| Q2 25 | 0.9% | 3.4% | ||
| Q1 25 | 1.5% | 3.4% | ||
| Q4 24 | 1.9% | 3.6% | ||
| Q3 24 | 2.5% | 3.1% | ||
| Q2 24 | 1.5% | 3.4% |
| Q1 26 | — | 2.66× | ||
| Q4 25 | 8.46× | 1.03× | ||
| Q3 25 | 2.34× | 2.26× | ||
| Q2 25 | 3.04× | 0.97× | ||
| Q1 25 | 0.71× | 2.27× | ||
| Q4 24 | 2.39× | 0.63× | ||
| Q3 24 | 2.07× | 1.86× | ||
| Q2 24 | 3.12× | 0.81× |
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% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
