vs
COMMVAULT SYSTEMS INC(CVLT)とPROVIDENT FINANCIAL SERVICES INC(PFS)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 $225.2M、PROVIDENT FINANCIAL SERVICES INCの約1.4倍)。PROVIDENT FINANCIAL SERVICES INCの純利益率が高く(35.3% vs 4.7%、差は30.6%)。過去8四半期でCOMMVAULT SYSTEMS INCの売上複合成長率が高い(17.8% vs 17.3%)
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。
PNCフィナンシャル・サービシズ・グループは、ペンシルベニア州ピッツバーグに本社を置く米国の銀行持株会社・金融サービス企業です。傘下のPNC銀行は全米27州とワシントンD.C.で事業を展開し、2629の支店と9523台のATMを運営しており、資産規模・支店数・預金残高・ATM台数いずれにおいても米国有数の銀行です。
CVLT vs PFS — 直接比較
損益計算書 — Q4 FY2026 vs Q1 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $311.7M | $225.2M |
| 純利益 | $14.6M | $79.4M |
| 粗利率 | 81.4% | — |
| 営業利益率 | 5.3% | — |
| 純利益率 | 4.7% | 35.3% |
| 売上前年比 | 13.3% | — |
| 純利益前年比 | — | 24.0% |
| EPS(希薄化後) | $0.34 | $0.61 |
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 | $225.2M | ||
| Q4 25 | $313.8M | $225.7M | ||
| Q3 25 | $276.2M | $221.8M | ||
| Q2 25 | $282.0M | $214.2M | ||
| Q1 25 | $275.0M | $208.8M | ||
| Q4 24 | $262.6M | $205.9M | ||
| Q3 24 | $233.3M | $210.6M | ||
| Q2 24 | $224.7M | $163.8M |
| Q1 26 | $14.6M | $79.4M | ||
| Q4 25 | $17.8M | — | ||
| Q3 25 | $14.7M | $71.7M | ||
| Q2 25 | $23.5M | $72.0M | ||
| Q1 25 | $31.0M | $64.0M | ||
| Q4 24 | $11.0M | — | ||
| Q3 24 | $15.6M | $46.4M | ||
| Q2 24 | $18.5M | $-11.5M |
| Q1 26 | 81.4% | — | ||
| Q4 25 | 81.1% | — | ||
| Q3 25 | 80.1% | — | ||
| Q2 25 | 82.0% | — | ||
| Q1 25 | 82.6% | — | ||
| Q4 24 | 81.5% | — | ||
| Q3 24 | 81.6% | — | ||
| Q2 24 | 82.3% | — |
| Q1 26 | 5.3% | — | ||
| Q4 25 | 6.3% | 49.7% | ||
| Q3 25 | 4.5% | 45.8% | ||
| Q2 25 | 8.9% | 47.8% | ||
| Q1 25 | 9.7% | 44.0% | ||
| Q4 24 | 5.2% | 30.5% | ||
| Q3 24 | 6.4% | 31.0% | ||
| Q2 24 | 8.2% | -13.0% |
| Q1 26 | 4.7% | 35.3% | ||
| Q4 25 | 5.7% | — | ||
| Q3 25 | 5.3% | 32.3% | ||
| Q2 25 | 8.3% | 33.6% | ||
| Q1 25 | 11.3% | 30.7% | ||
| Q4 24 | 4.2% | — | ||
| Q3 24 | 6.7% | 22.0% | ||
| Q2 24 | 8.2% | -7.0% |
| Q1 26 | $0.34 | $0.61 | ||
| Q4 25 | $0.40 | $0.64 | ||
| Q3 25 | $0.33 | $0.55 | ||
| Q2 25 | $0.52 | $0.55 | ||
| Q1 25 | $0.68 | $0.49 | ||
| Q4 24 | $0.24 | $0.37 | ||
| Q3 24 | $0.35 | $0.36 | ||
| Q2 24 | $0.41 | $-0.11 |
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 | $222.1M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $7.5M | $2.9B |
| 総資産 | $1.9B | $25.2B |
| 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
| Q1 26 | $900.0M | $222.1M | ||
| Q4 25 | $1.0B | $209.1M | ||
| Q3 25 | $1.1B | $299.2M | ||
| Q2 25 | $363.2M | $258.0M | ||
| Q1 25 | $302.1M | $234.1M | ||
| Q4 24 | $243.6M | $205.9M | ||
| Q3 24 | $303.1M | $244.0M | ||
| Q2 24 | $287.9M | $290.5M |
| Q1 26 | $7.5M | $2.9B | ||
| Q4 25 | $216.7M | $2.8B | ||
| Q3 25 | $210.5M | $2.8B | ||
| Q2 25 | $364.7M | $2.7B | ||
| Q1 25 | $325.1M | $2.7B | ||
| Q4 24 | $287.8M | $2.6B | ||
| Q3 24 | $277.8M | $2.6B | ||
| Q2 24 | $281.8M | $2.6B |
| Q1 26 | $1.9B | $25.2B | ||
| Q4 25 | $2.0B | $25.0B | ||
| Q3 25 | $1.9B | $24.8B | ||
| Q2 25 | $1.2B | $24.5B | ||
| Q1 25 | $1.1B | $24.2B | ||
| Q4 24 | $1.0B | $24.1B | ||
| Q3 24 | $958.5M | $24.0B | ||
| Q2 24 | $934.9M | $24.1B |
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 | — |
| フリーキャッシュフロー営業CF - 設備投資 | $131.8M | — |
| FCFマージンFCF / 売上 | 42.3% | — |
| 設備投資強度設備投資 / 売上 | — | — |
| キャッシュ転換率営業CF / 純利益 | 9.02× | — |
| 直近12ヶ月FCF直近4四半期 | $237.2M | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $132.2M | — | ||
| Q4 25 | $4.0M | $442.3M | ||
| Q3 25 | $76.8M | $98.0M | ||
| Q2 25 | $31.7M | $186.8M | ||
| Q1 25 | $77.0M | $88.5M | ||
| Q4 24 | $30.1M | $426.4M | ||
| Q3 24 | $55.6M | $69.2M | ||
| Q2 24 | $44.7M | $76.5M |
| Q1 26 | $131.8M | — | ||
| Q4 25 | $1.9M | $430.7M | ||
| Q3 25 | $73.6M | $96.7M | ||
| Q2 25 | $29.8M | $182.6M | ||
| Q1 25 | $76.2M | $87.4M | ||
| Q4 24 | $29.9M | $425.1M | ||
| Q3 24 | $53.7M | $67.9M | ||
| Q2 24 | $43.8M | $75.5M |
| Q1 26 | 42.3% | — | ||
| Q4 25 | 0.6% | 190.8% | ||
| Q3 25 | 26.6% | 43.6% | ||
| Q2 25 | 10.6% | 85.2% | ||
| Q1 25 | 27.7% | 41.9% | ||
| Q4 24 | 11.4% | 206.4% | ||
| Q3 24 | 23.0% | 32.2% | ||
| Q2 24 | 19.5% | 46.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 5.1% | ||
| Q3 25 | 1.2% | 0.6% | ||
| Q2 25 | 0.7% | 2.0% | ||
| Q1 25 | 0.3% | 0.5% | ||
| Q4 24 | 0.1% | 0.6% | ||
| Q3 24 | 0.8% | 0.6% | ||
| Q2 24 | 0.4% | 0.6% |
| Q1 26 | 9.02× | — | ||
| Q4 25 | 0.23× | — | ||
| Q3 25 | 5.21× | 1.37× | ||
| Q2 25 | 1.35× | 2.59× | ||
| Q1 25 | 2.48× | 1.38× | ||
| Q4 24 | 2.74× | — | ||
| Q3 24 | 3.57× | 1.49× | ||
| 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% |
PFS
| Net Interest Income | $193.7M | 86% |
| Noninterest Income | $31.5M | 14% |