vs
CSW INDUSTRIALS, INC.（CSW）とCOMMVAULT SYSTEMS INC（CVLT）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
COMMVAULT SYSTEMS INCの直近四半期売上が大きい（$313.8M vs $233.0M、CSW INDUSTRIALS, INC.の約1.3倍）。COMMVAULT SYSTEMS INCの純利益率が高く（5.7% vs 4.4%、差は1.3%）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs 19.5%）。CSW INDUSTRIALS, INC.の直近四半期フリーキャッシュフローが多い（$22.7M vs $1.9M）。過去8四半期でCOMMVAULT SYSTEMS INCの売上複合成長率が高い（18.6% vs 5.1%）
Commvault Systems Inc.は米国の上場企業で、サイバーセキュリティ・データ保護ソフトウェアを提供しています。データセキュリティ、クラウド管理、インフラストラクチャ管理のソリューションを展開し、企業のデータ資産保護とIT環境の運用効率向上を支援しています。
CSW vs CVLT — 直接比較
売上が大きい
CVLT
1.3倍大きい
$233.0M
売上成長率が高い
CSW
+0.8%の差
19.5%
純利益率が高い
CVLT
純利益率が1.3%高い
4.4%
フリーキャッシュフローが多い
CSW
FCF $20.8M多い
$1.9M
2年売上CAGRが高い
CVLT
2年複合成長率
5.1%
損益計算書 — Q3 FY2026 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $233.0M | $313.8M |
| 純利益 | $10.3M | $17.8M |
| 粗利率 | 39.7% | 81.1% |
| 営業利益率 | 7.4% | 6.3% |
| 純利益率 | 4.4% | 5.7% |
| 売上前年比 | 20.3% | 19.5% |
| 純利益前年比 | -61.9% | 61.3% |
| EPS（希薄化後） | $0.62 | $0.40 |
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
売上CSWCVLT
| Q4 25 | $233.0M | $313.8M | ||
| Q3 25 | $277.0M | $276.2M | ||
| Q2 25 | $263.6M | $282.0M | ||
| Q1 25 | $230.5M | $275.0M | ||
| Q4 24 | $193.6M | $262.6M | ||
| Q3 24 | $227.9M | $233.3M | ||
| Q2 24 | $226.2M | $224.7M | ||
| Q1 24 | $210.9M | $223.3M |
純利益CSWCVLT
| Q4 25 | $10.3M | $17.8M | ||
| Q3 25 | $40.7M | $14.7M | ||
| Q2 25 | $40.9M | $23.5M | ||
| Q1 25 | $35.1M | $31.0M | ||
| Q4 24 | $26.9M | $11.0M | ||
| Q3 24 | $36.1M | $15.6M | ||
| Q2 24 | $38.6M | $18.5M | ||
| Q1 24 | $31.8M | $126.1M |
粗利率CSWCVLT
| Q4 25 | 39.7% | 81.1% | ||
| Q3 25 | 43.0% | 80.1% | ||
| Q2 25 | 43.8% | 82.0% | ||
| Q1 25 | 44.2% | 82.6% | ||
| Q4 24 | 41.4% | 81.5% | ||
| Q3 24 | 45.6% | 81.6% | ||
| Q2 24 | 47.5% | 82.3% | ||
| Q1 24 | 44.4% | 82.5% |
営業利益率CSWCVLT
| Q4 25 | 7.4% | 6.3% | ||
| Q3 25 | 20.5% | 4.5% | ||
| Q2 25 | 20.8% | 8.9% | ||
| Q1 25 | 19.5% | 9.7% | ||
| Q4 24 | 15.3% | 5.2% | ||
| Q3 24 | 22.6% | 6.4% | ||
| Q2 24 | 24.3% | 8.2% | ||
| Q1 24 | 21.0% | 8.1% |
純利益率CSWCVLT
| Q4 25 | 4.4% | 5.7% | ||
| Q3 25 | 14.7% | 5.3% | ||
| Q2 25 | 15.5% | 8.3% | ||
| Q1 25 | 15.2% | 11.3% | ||
| Q4 24 | 13.9% | 4.2% | ||
| Q3 24 | 15.8% | 6.7% | ||
| Q2 24 | 17.1% | 8.2% | ||
| Q1 24 | 15.1% | 56.5% |
EPS（希薄化後）CSWCVLT
| Q4 25 | $0.62 | $0.40 | ||
| Q3 25 | $2.41 | $0.33 | ||
| Q2 25 | $2.43 | $0.52 | ||
| Q1 25 | $2.05 | $0.68 | ||
| Q4 24 | $1.60 | $0.24 | ||
| Q3 24 | $2.26 | $0.35 | ||
| Q2 24 | $2.47 | $0.41 | ||
| Q1 24 | $2.03 | $2.80 |
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 | $40.2M | $1.0B |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.1B | $216.7M |
| 総資産 | $2.3B | $2.0B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
現金・短期投資CSWCVLT
| Q4 25 | $40.2M | $1.0B | ||
| Q3 25 | $31.5M | $1.1B | ||
| Q2 25 | $38.0M | $363.2M | ||
| Q1 25 | $225.8M | $302.1M | ||
| Q4 24 | $213.8M | $243.6M | ||
| Q3 24 | $273.2M | $303.1M | ||
| Q2 24 | $18.9M | $287.9M | ||
| Q1 24 | $22.2M | $312.8M |
総負債CSWCVLT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
株主資本CSWCVLT
| Q4 25 | $1.1B | $216.7M | ||
| Q3 25 | $1.1B | $210.5M | ||
| Q2 25 | $1.1B | $364.7M | ||
| Q1 25 | $1.1B | $325.1M | ||
| Q4 24 | $1.0B | $287.8M | ||
| Q3 24 | $1.0B | $277.8M | ||
| Q2 24 | $650.2M | $281.8M | ||
| Q1 24 | $615.7M | $278.1M |
総資産CSWCVLT
| Q4 25 | $2.3B | $2.0B | ||
| Q3 25 | $1.5B | $1.9B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.4B | $1.0B | ||
| Q3 24 | $1.4B | $958.5M | ||
| Q2 24 | $1.1B | $934.9M | ||
| Q1 24 | $1.0B | $943.9M |
負債/資本比率CSWCVLT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.27× | — |
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 | $28.9M | $4.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.7M | $1.9M |
| FCFマージンFCF / 売上 | 9.8% | 0.6% |
| 設備投資強度設備投資 / 売上 | 2.6% | 0.7% |
| キャッシュ転換率営業CF / 純利益 | 2.81× | 0.23× |
| 直近12ヶ月FCF直近4四半期 | $162.0M | $181.5M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローCSWCVLT
| Q4 25 | $28.9M | $4.0M | ||
| Q3 25 | $61.8M | $76.8M | ||
| Q2 25 | $60.6M | $31.7M | ||
| Q1 25 | $27.3M | $77.0M | ||
| Q4 24 | $11.6M | $30.1M | ||
| Q3 24 | $66.8M | $55.6M | ||
| Q2 24 | $62.7M | $44.7M | ||
| Q1 24 | $22.4M | $80.0M |
フリーキャッシュフローCSWCVLT
| Q4 25 | $22.7M | $1.9M | ||
| Q3 25 | $58.7M | $73.6M | ||
| Q2 25 | $57.7M | $29.8M | ||
| Q1 25 | $22.8M | $76.2M | ||
| Q4 24 | $8.5M | $29.9M | ||
| Q3 24 | $61.3M | $53.7M | ||
| Q2 24 | $59.6M | $43.8M | ||
| Q1 24 | $17.5M | $79.1M |
FCFマージンCSWCVLT
| Q4 25 | 9.8% | 0.6% | ||
| Q3 25 | 21.2% | 26.6% | ||
| Q2 25 | 21.9% | 10.6% | ||
| Q1 25 | 9.9% | 27.7% | ||
| Q4 24 | 4.4% | 11.4% | ||
| Q3 24 | 26.9% | 23.0% | ||
| Q2 24 | 26.3% | 19.5% | ||
| Q1 24 | 8.3% | 35.4% |
設備投資強度CSWCVLT
| Q4 25 | 2.6% | 0.7% | ||
| Q3 25 | 1.1% | 1.2% | ||
| Q2 25 | 1.1% | 0.7% | ||
| Q1 25 | 2.0% | 0.3% | ||
| Q4 24 | 1.6% | 0.1% | ||
| Q3 24 | 2.4% | 0.8% | ||
| Q2 24 | 1.4% | 0.4% | ||
| Q1 24 | 2.3% | 0.4% |
キャッシュ転換率CSWCVLT
| Q4 25 | 2.81× | 0.23× | ||
| Q3 25 | 1.52× | 5.21× | ||
| Q2 25 | 1.48× | 1.35× | ||
| Q1 25 | 0.78× | 2.48× | ||
| Q4 24 | 0.43× | 2.74× | ||
| Q3 24 | 1.85× | 3.57× | ||
| Q2 24 | 1.62× | 2.41× | ||
| Q1 24 | 0.71× | 0.63× |
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
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
CVLT
| Term Based Software Licenses | $119.0M | 38% |
| Software As A Service | $87.4M | 28% |
| Customer Support Service | $80.3M | 26% |
| Perpetual License | $13.7M | 4% |
| Other | $13.6M | 4% |
