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COMMVAULT SYSTEMS INC（CVLT）とMativ Holdings, Inc.（MATV）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
Mativ Holdings, Inc.の直近四半期売上が大きい（$463.1M vs $311.7M、COMMVAULT SYSTEMS INCの約1.5倍）。Mativ Holdings, Inc.の純利益率が高く（21.8% vs 4.7%、差は17.1%）。COMMVAULT SYSTEMS INCの前年同期比売上増加率が高い（13.3% vs 1.0%）。COMMVAULT SYSTEMS INCの直近四半期フリーキャッシュフローが多い（$131.8M vs $8.0M）。過去8四半期でCOMMVAULT SYSTEMS INCの売上複合成長率が高い（17.8% vs -3.8%）
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。
Mativ Holdings, Inc.は世界的な特殊材料メーカーで、高性能先端ポリマー、不織布、ろ過ソリューション、機能性コーティング材料を製造しています。医療、産業、消費財、航空宇宙、エネルギー分野に顧客を持ち、北米、欧州、アジア太平洋地域で事業を展開しています。
CVLT vs MATV — 直接比較
損益計算書 — Q4 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $311.7M | $463.1M |
| 純利益 | $14.6M | $100.8M |
| 粗利率 | 81.4% | 18.8% |
| 営業利益率 | 5.3% | 2.2% |
| 純利益率 | 4.7% | 21.8% |
| 売上前年比 | 13.3% | 1.0% |
| 純利益前年比 | — | 6620.0% |
| EPS（希薄化後） | $0.34 | $1.87 |
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 | $311.7M | — | ||
| Q4 25 | $313.8M | $463.1M | ||
| Q3 25 | $276.2M | $513.7M | ||
| Q2 25 | $282.0M | $525.4M | ||
| Q1 25 | $275.0M | $484.8M | ||
| Q4 24 | $262.6M | $458.6M | ||
| Q3 24 | $233.3M | $498.5M | ||
| Q2 24 | $224.7M | $523.8M |
| Q1 26 | $14.6M | — | ||
| Q4 25 | $17.8M | $100.8M | ||
| Q3 25 | $14.7M | $-3.2M | ||
| Q2 25 | $23.5M | $-9.5M | ||
| Q1 25 | $31.0M | $-425.5M | ||
| Q4 24 | $11.0M | $1.5M | ||
| Q3 24 | $15.6M | $-20.8M | ||
| Q2 24 | $18.5M | $-1.4M |
| Q1 26 | 81.4% | — | ||
| Q4 25 | 81.1% | 18.8% | ||
| Q3 25 | 80.1% | 19.3% | ||
| Q2 25 | 82.0% | 19.7% | ||
| Q1 25 | 82.6% | 15.0% | ||
| Q4 24 | 81.5% | 16.9% | ||
| Q3 24 | 81.6% | 18.8% | ||
| Q2 24 | 82.3% | 20.8% |
| Q1 26 | 5.3% | — | ||
| Q4 25 | 6.3% | 2.2% | ||
| Q3 25 | 4.5% | 3.1% | ||
| Q2 25 | 8.9% | 3.8% | ||
| Q1 25 | 9.7% | -88.8% | ||
| Q4 24 | 5.2% | 0.6% | ||
| Q3 24 | 6.4% | 1.4% | ||
| Q2 24 | 8.2% | 2.0% |
| Q1 26 | 4.7% | — | ||
| Q4 25 | 5.7% | 21.8% | ||
| Q3 25 | 5.3% | -0.6% | ||
| Q2 25 | 8.3% | -1.8% | ||
| Q1 25 | 11.3% | -87.8% | ||
| Q4 24 | 4.2% | 0.3% | ||
| Q3 24 | 6.7% | -4.2% | ||
| Q2 24 | 8.2% | -0.3% |
| Q1 26 | $0.34 | — | ||
| Q4 25 | $0.40 | $1.87 | ||
| Q3 25 | $0.33 | $-0.06 | ||
| Q2 25 | $0.52 | $-0.18 | ||
| Q1 25 | $0.68 | $-7.82 | ||
| Q4 24 | $0.24 | $0.03 | ||
| Q3 24 | $0.35 | $-0.38 | ||
| Q2 24 | $0.41 | $-0.03 |
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 | $900.0M | $84.2M |
| 総負債低いほど良い | — | $1.0B |
| 株主資本純資産 | $7.5M | $498.7M |
| 総資産 | $1.9B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | — | 2.07× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $900.0M | — | ||
| Q4 25 | $1.0B | $84.2M | ||
| Q3 25 | $1.1B | $97.1M | ||
| Q2 25 | $363.2M | $95.6M | ||
| Q1 25 | $302.1M | $84.0M | ||
| Q4 24 | $243.6M | $94.3M | ||
| Q3 24 | $303.1M | $162.2M | ||
| Q2 24 | $287.9M | $133.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B |
| Q1 26 | $7.5M | — | ||
| Q4 25 | $216.7M | $498.7M | ||
| Q3 25 | $210.5M | $397.4M | ||
| Q2 25 | $364.7M | $416.6M | ||
| Q1 25 | $325.1M | $428.2M | ||
| Q4 24 | $287.8M | $858.5M | ||
| Q3 24 | $277.8M | $882.3M | ||
| Q2 24 | $281.8M | $898.0M |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $2.1B | ||
| Q3 25 | $1.9B | $2.0B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.1B | $2.1B | ||
| Q4 24 | $1.0B | $2.4B | ||
| Q3 24 | $958.5M | $2.6B | ||
| Q2 24 | $934.9M | $2.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.07× | ||
| Q3 25 | — | 2.63× | ||
| Q2 25 | — | 2.66× | ||
| Q1 25 | — | 2.67× | ||
| Q4 24 | — | 1.30× | ||
| Q3 24 | — | 1.32× | ||
| Q2 24 | — | 1.29× |
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 | $132.2M | $19.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $131.8M | $8.0M |
| FCFマージンFCF / 売上 | 42.3% | 1.7% |
| 設備投資強度設備投資 / 売上 | — | 2.4% |
| キャッシュ転換率営業CF / 純利益 | 9.02× | 0.19× |
| 直近12ヶ月FCF直近4四半期 | $237.2M | $93.8M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $132.2M | — | ||
| Q4 25 | $4.0M | $19.3M | ||
| Q3 25 | $76.8M | $72.8M | ||
| Q2 25 | $31.7M | $57.6M | ||
| Q1 25 | $77.0M | $-15.9M | ||
| Q4 24 | $30.1M | $24.1M | ||
| Q3 24 | $55.6M | $37.6M | ||
| Q2 24 | $44.7M | $46.1M |
| Q1 26 | $131.8M | — | ||
| Q4 25 | $1.9M | $8.0M | ||
| Q3 25 | $73.6M | $66.7M | ||
| Q2 25 | $29.8M | $48.9M | ||
| Q1 25 | $76.2M | $-29.8M | ||
| Q4 24 | $29.9M | $2.0M | ||
| Q3 24 | $53.7M | $25.5M | ||
| Q2 24 | $43.8M | $37.4M |
| Q1 26 | 42.3% | — | ||
| Q4 25 | 0.6% | 1.7% | ||
| Q3 25 | 26.6% | 13.0% | ||
| Q2 25 | 10.6% | 9.3% | ||
| Q1 25 | 27.7% | -6.1% | ||
| Q4 24 | 11.4% | 0.4% | ||
| Q3 24 | 23.0% | 5.1% | ||
| Q2 24 | 19.5% | 7.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 2.4% | ||
| Q3 25 | 1.2% | 1.2% | ||
| Q2 25 | 0.7% | 1.7% | ||
| Q1 25 | 0.3% | 2.9% | ||
| Q4 24 | 0.1% | 4.8% | ||
| Q3 24 | 0.8% | 2.4% | ||
| Q2 24 | 0.4% | 1.7% |
| Q1 26 | 9.02× | — | ||
| Q4 25 | 0.23× | 0.19× | ||
| Q3 25 | 5.21× | — | ||
| Q2 25 | 1.35× | — | ||
| Q1 25 | 2.48× | — | ||
| Q4 24 | 2.74× | 16.07× | ||
| Q3 24 | 3.57× | — | ||
| Q2 24 | 2.41× | — |
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
CVLT
| Term-based license | $114.4M | 37% |
| Software-as-a-service | $93.1M | 30% |
| Customer support | $80.9M | 26% |
| Other | $13.1M | 4% |
| Perpetual license | $10.1M | 3% |
MATV
| Other | $208.7M | 45% |
| SAS Segment | $157.4M | 34% |
| FAM Segment | $97.0M | 21% |
