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COMMVAULT SYSTEMS INC(CVLT)とMONRO, INC.(MNRO)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($311.7M vs $293.4M、MONRO, INC.の約1.1倍)。COMMVAULT SYSTEMS INCの純利益率が高く(4.7% vs 3.8%、差は0.9%)。COMMVAULT SYSTEMS INCの前年同期比売上増加率が高い(13.3% vs -4.0%)。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 $9.1M)。過去8四半期でCOMMVAULT SYSTEMS INCの売上複合成長率が高い(17.8% vs -2.7%)
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。
モンロー社(Monro, Inc.)は自動車サービス企業で、創業地および本社はアメリカ合衆国ニューヨーク州ロチェスターです。2025年時点で1260店舗を展開しており、店舗数と売上高においてDriven Brandsに次ぐ北米第2位の自動車サービス企業です。
CVLT vs MNRO — 直接比較
損益計算書 — Q4 FY2026 vs Q3 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $311.7M | $293.4M |
| 純利益 | $14.6M | $11.1M |
| 粗利率 | 81.4% | 34.9% |
| 営業利益率 | 5.3% | 6.3% |
| 純利益率 | 4.7% | 3.8% |
| 売上前年比 | 13.3% | -4.0% |
| 純利益前年比 | — | 143.1% |
| EPS(希薄化後) | $0.34 | $0.35 |
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 | $293.4M | ||
| Q3 25 | $276.2M | $288.9M | ||
| Q2 25 | $282.0M | $301.0M | ||
| Q1 25 | $275.0M | $295.0M | ||
| Q4 24 | $262.6M | $305.8M | ||
| Q3 24 | $233.3M | $301.4M | ||
| Q2 24 | $224.7M | $293.2M |
| Q1 26 | $14.6M | — | ||
| Q4 25 | $17.8M | $11.1M | ||
| Q3 25 | $14.7M | $5.7M | ||
| Q2 25 | $23.5M | $-8.1M | ||
| Q1 25 | $31.0M | $-21.3M | ||
| Q4 24 | $11.0M | $4.6M | ||
| Q3 24 | $15.6M | $5.6M | ||
| Q2 24 | $18.5M | $5.9M |
| Q1 26 | 81.4% | — | ||
| Q4 25 | 81.1% | 34.9% | ||
| Q3 25 | 80.1% | 35.7% | ||
| Q2 25 | 82.0% | 35.5% | ||
| Q1 25 | 82.6% | 33.0% | ||
| Q4 24 | 81.5% | 34.3% | ||
| Q3 24 | 81.6% | 35.3% | ||
| Q2 24 | 82.3% | 37.2% |
| Q1 26 | 5.3% | — | ||
| Q4 25 | 6.3% | 6.3% | ||
| Q3 25 | 4.5% | 4.4% | ||
| Q2 25 | 8.9% | -2.0% | ||
| Q1 25 | 9.7% | -8.1% | ||
| Q4 24 | 5.2% | 3.3% | ||
| Q3 24 | 6.4% | 4.4% | ||
| Q2 24 | 8.2% | 4.5% |
| Q1 26 | 4.7% | — | ||
| Q4 25 | 5.7% | 3.8% | ||
| Q3 25 | 5.3% | 2.0% | ||
| Q2 25 | 8.3% | -2.7% | ||
| Q1 25 | 11.3% | -7.2% | ||
| Q4 24 | 4.2% | 1.5% | ||
| Q3 24 | 6.7% | 1.9% | ||
| Q2 24 | 8.2% | 2.0% |
| Q1 26 | $0.34 | — | ||
| Q4 25 | $0.40 | $0.35 | ||
| Q3 25 | $0.33 | $0.18 | ||
| Q2 25 | $0.52 | $-0.28 | ||
| Q1 25 | $0.68 | $-0.74 | ||
| Q4 24 | $0.24 | $0.15 | ||
| Q3 24 | $0.35 | $0.18 | ||
| Q2 24 | $0.41 | $0.19 |
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 | $4.9M |
| 総負債低いほど良い | — | $45.0M |
| 株主資本純資産 | $7.5M | $604.9M |
| 総資産 | $1.9B | $1.6B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.07× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $900.0M | — | ||
| Q4 25 | $1.0B | $4.9M | ||
| Q3 25 | $1.1B | $10.5M | ||
| Q2 25 | $363.2M | $7.8M | ||
| Q1 25 | $302.1M | $20.8M | ||
| Q4 24 | $243.6M | $10.2M | ||
| Q3 24 | $303.1M | $20.9M | ||
| Q2 24 | $287.9M | $18.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $45.0M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $71.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | $59.3M | ||
| Q3 24 | — | $62.0M | ||
| Q2 24 | — | $112.0M |
| Q1 26 | $7.5M | — | ||
| Q4 25 | $216.7M | $604.9M | ||
| Q3 25 | $210.5M | $601.7M | ||
| Q2 25 | $364.7M | $604.9M | ||
| Q1 25 | $325.1M | $620.8M | ||
| Q4 24 | $287.8M | $648.9M | ||
| Q3 24 | $277.8M | $651.9M | ||
| Q2 24 | $281.8M | $654.4M |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $1.6B | ||
| Q3 25 | $1.9B | $1.6B | ||
| Q2 25 | $1.2B | $1.6B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $958.5M | $1.7B | ||
| Q2 24 | $934.9M | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.17× |
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 | $17.8M |
| フリーキャッシュフロー営業CF - 設備投資 | $131.8M | $9.1M |
| FCFマージンFCF / 売上 | 42.3% | 3.1% |
| 設備投資強度設備投資 / 売上 | — | 3.0% |
| キャッシュ転換率営業CF / 純利益 | 9.02× | 1.60× |
| 直近12ヶ月FCF直近4四半期 | $237.2M | $49.6M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $132.2M | — | ||
| Q4 25 | $4.0M | $17.8M | ||
| Q3 25 | $76.8M | $32.3M | ||
| Q2 25 | $31.7M | $-1.9M | ||
| Q1 25 | $77.0M | $28.9M | ||
| Q4 24 | $30.1M | $14.8M | ||
| Q3 24 | $55.6M | $62.6M | ||
| Q2 24 | $44.7M | $25.6M |
| Q1 26 | $131.8M | — | ||
| Q4 25 | $1.9M | $9.1M | ||
| Q3 25 | $73.6M | $26.6M | ||
| Q2 25 | $29.8M | $-9.3M | ||
| Q1 25 | $76.2M | $23.2M | ||
| Q4 24 | $29.9M | $7.9M | ||
| Q3 24 | $53.7M | $57.6M | ||
| Q2 24 | $43.8M | $16.8M |
| Q1 26 | 42.3% | — | ||
| Q4 25 | 0.6% | 3.1% | ||
| Q3 25 | 26.6% | 9.2% | ||
| Q2 25 | 10.6% | -3.1% | ||
| Q1 25 | 27.7% | 7.9% | ||
| Q4 24 | 11.4% | 2.6% | ||
| Q3 24 | 23.0% | 19.1% | ||
| Q2 24 | 19.5% | 5.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 3.0% | ||
| Q3 25 | 1.2% | 2.0% | ||
| Q2 25 | 0.7% | 2.5% | ||
| Q1 25 | 0.3% | 1.9% | ||
| Q4 24 | 0.1% | 2.2% | ||
| Q3 24 | 0.8% | 1.6% | ||
| Q2 24 | 0.4% | 3.0% |
| Q1 26 | 9.02× | — | ||
| Q4 25 | 0.23× | 1.60× | ||
| Q3 25 | 5.21× | 5.71× | ||
| Q2 25 | 1.35× | — | ||
| Q1 25 | 2.48× | — | ||
| Q4 24 | 2.74× | 3.23× | ||
| Q3 24 | 3.57× | 11.08× | ||
| Q2 24 | 2.41× | 4.37× |
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% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |