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CSW INDUSTRIALS, INC.（CSW）とDoximity, Inc.（DOCS）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
CSW INDUSTRIALS, INC.の直近四半期売上が大きい（$233.0M vs $185.1M、Doximity, Inc.の約1.3倍）。Doximity, Inc.の純利益率が高く（33.3% vs 4.4%、差は28.9%）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs 9.8%）。過去8四半期でDoximity, Inc.の売上複合成長率が高い（25.2% vs 5.1%）
Doximity社は2010年に設立された医療従事者向けオンラインネットワーキングサービスを運営する企業で、会員に厳選された医療ニュース、遠隔医療ツール、症例コラボレーション機能を提供し、医療関係者の業務効率化と情報交換を支援している。
CSW vs DOCS — 直接比較
売上が大きい
CSW
1.3倍大きい
$185.1M
売上成長率が高い
CSW
+10.6%の差
9.8%
純利益率が高い
DOCS
純利益率が28.9%高い
4.4%
2年売上CAGRが高い
DOCS
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 | $185.1M |
| 純利益 | $10.3M | $61.6M |
| 粗利率 | 39.7% | 89.9% |
| 営業利益率 | 7.4% | 38.9% |
| 純利益率 | 4.4% | 33.3% |
| 売上前年比 | 20.3% | 9.8% |
| 純利益前年比 | -61.9% | -18.1% |
| EPS（希薄化後） | $0.62 | $0.31 |
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CSWDOCS
| Q4 25 | $233.0M | $185.1M | ||
| Q3 25 | $277.0M | $168.5M | ||
| Q2 25 | $263.6M | $145.9M | ||
| Q1 25 | $230.5M | $138.3M | ||
| Q4 24 | $193.6M | $168.6M | ||
| Q3 24 | $227.9M | $136.8M | ||
| Q2 24 | $226.2M | $126.7M | ||
| Q1 24 | $210.9M | $118.1M |
純利益CSWDOCS
| Q4 25 | $10.3M | $61.6M | ||
| Q3 25 | $40.7M | $62.1M | ||
| Q2 25 | $40.9M | $53.3M | ||
| Q1 25 | $35.1M | $62.5M | ||
| Q4 24 | $26.9M | $75.2M | ||
| Q3 24 | $36.1M | $44.2M | ||
| Q2 24 | $38.6M | $41.4M | ||
| Q1 24 | $31.8M | $40.6M |
粗利率CSWDOCS
| Q4 25 | 39.7% | 89.9% | ||
| Q3 25 | 43.0% | 90.3% | ||
| Q2 25 | 43.8% | 89.2% | ||
| Q1 25 | 44.2% | 89.5% | ||
| Q4 24 | 41.4% | 91.6% | ||
| Q3 24 | 45.6% | 90.0% | ||
| Q2 24 | 47.5% | 89.3% | ||
| Q1 24 | 44.4% | 89.4% |
営業利益率CSWDOCS
| Q4 25 | 7.4% | 38.9% | ||
| Q3 25 | 20.5% | 37.8% | ||
| Q2 25 | 20.8% | 37.4% | ||
| Q1 25 | 19.5% | 35.2% | ||
| Q4 24 | 15.3% | 47.4% | ||
| Q3 24 | 22.6% | 38.8% | ||
| Q2 24 | 24.3% | 36.4% | ||
| Q1 24 | 21.0% | 35.5% |
純利益率CSWDOCS
| Q4 25 | 4.4% | 33.3% | ||
| Q3 25 | 14.7% | 36.8% | ||
| Q2 25 | 15.5% | 36.5% | ||
| Q1 25 | 15.2% | 45.2% | ||
| Q4 24 | 13.9% | 44.6% | ||
| Q3 24 | 15.8% | 32.3% | ||
| Q2 24 | 17.1% | 32.7% | ||
| Q1 24 | 15.1% | 34.4% |
EPS（希薄化後）CSWDOCS
| Q4 25 | $0.62 | $0.31 | ||
| Q3 25 | $2.41 | $0.31 | ||
| Q2 25 | $2.43 | $0.27 | ||
| Q1 25 | $2.05 | $0.31 | ||
| Q4 24 | $1.60 | $0.37 | ||
| Q3 24 | $2.26 | $0.22 | ||
| Q2 24 | $2.47 | $0.21 | ||
| Q1 24 | $2.03 | $0.20 |
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 | $64.8M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.1B | $979.3M |
| 総資産 | $2.3B | $1.2B |
| 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CSWDOCS
| Q4 25 | $40.2M | $64.8M | ||
| Q3 25 | $31.5M | $169.2M | ||
| Q2 25 | $38.0M | $137.3M | ||
| Q1 25 | $225.8M | $209.6M | ||
| Q4 24 | $213.8M | $165.3M | ||
| Q3 24 | $273.2M | $184.2M | ||
| Q2 24 | $18.9M | $111.4M | ||
| Q1 24 | $22.2M | $96.8M |
総負債CSWDOCS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
株主資本CSWDOCS
| Q4 25 | $1.1B | $979.3M | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.1B | $1.0B | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.0B | $1.0B | ||
| Q3 24 | $1.0B | $961.2M | ||
| Q2 24 | $650.2M | $913.6M | ||
| Q1 24 | $615.7M | $901.4M |
総資産CSWDOCS
| Q4 25 | $2.3B | $1.2B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.0B | $1.1B |
負債/資本比率CSWDOCS
| 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 | $60.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.7M | — |
| FCFマージンFCF / 売上 | 9.8% | — |
| 設備投資強度設備投資 / 売上 | 2.6% | — |
| キャッシュ転換率営業CF / 純利益 | 2.81× | 0.99× |
| 直近12ヶ月FCF直近4四半期 | $162.0M | — |
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CSWDOCS
| Q4 25 | $28.9M | $60.9M | ||
| Q3 25 | $61.8M | $93.9M | ||
| Q2 25 | $60.6M | $62.1M | ||
| Q1 25 | $27.3M | $98.5M | ||
| Q4 24 | $11.6M | $65.2M | ||
| Q3 24 | $66.8M | $68.3M | ||
| Q2 24 | $62.7M | $41.2M | ||
| Q1 24 | $22.4M | $63.9M |
フリーキャッシュフローCSWDOCS
| Q4 25 | $22.7M | — | ||
| Q3 25 | $58.7M | — | ||
| Q2 25 | $57.7M | — | ||
| Q1 25 | $22.8M | — | ||
| Q4 24 | $8.5M | — | ||
| Q3 24 | $61.3M | — | ||
| Q2 24 | $59.6M | — | ||
| Q1 24 | $17.5M | — |
FCFマージンCSWDOCS
| Q4 25 | 9.8% | — | ||
| Q3 25 | 21.2% | — | ||
| Q2 25 | 21.9% | — | ||
| Q1 25 | 9.9% | — | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 26.9% | — | ||
| Q2 24 | 26.3% | — | ||
| Q1 24 | 8.3% | — |
設備投資強度CSWDOCS
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 2.0% | 0.0% | ||
| Q4 24 | 1.6% | 0.0% | ||
| Q3 24 | 2.4% | 0.0% | ||
| Q2 24 | 1.4% | 0.0% | ||
| Q1 24 | 2.3% | 0.0% |
キャッシュ転換率CSWDOCS
| Q4 25 | 2.81× | 0.99× | ||
| Q3 25 | 1.52× | 1.51× | ||
| Q2 25 | 1.48× | 1.16× | ||
| Q1 25 | 0.78× | 1.58× | ||
| Q4 24 | 0.43× | 0.87× | ||
| Q3 24 | 1.85× | 1.55× | ||
| Q2 24 | 1.62× | 1.00× | ||
| Q1 24 | 0.71× | 1.57× |
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% |
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
