vs
Ecovyst Inc.（ECVT）とStrategic Education, Inc.（STRA）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
Strategic Education, Inc.の直近四半期売上が大きい（$305.9M vs $199.4M、Ecovyst Inc.の約1.5倍）。Ecovyst Inc.の前年同期比売上増加率が高い（34.0% vs 0.8%）。Strategic Education, Inc.の直近四半期フリーキャッシュフローが多い（$77.3M vs $22.9M）。過去8四半期でEcovyst Inc.の売上複合成長率が高い（18.7% vs -1.0%）
Ecovyst Inc.は持続可能な特殊材料をグローバルに提供する企業で、高性能触媒と機能性添加剤の開発・製造を行っています。産業製造、消費財、環境保護などの分野の顧客に対し、業務効率化と炭素排出削減を支援するソリューションを提供しています。
Strategic Education, Inc.（SEI）は教育サービスを事業とする持ち株会社で、旧社名はStrayer Education, Inc.です。営利目的のオンライン大学であるカペラ大学、ストレイヤー大学を傘下に所有するほか、DevMountain、Hackbright Academy、Sophia Learningなどの非学位コースを提供する教育機関も運営しています。
ECVT vs STRA — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $199.4M | $305.9M |
| 純利益 | — | $32.8M |
| 粗利率 | 23.4% | — |
| 営業利益率 | 10.9% | 13.4% |
| 純利益率 | — | 10.7% |
| 売上前年比 | 34.0% | 0.8% |
| 純利益前年比 | — | 10.3% |
| EPS（希薄化後） | $0.06 | $1.48 |
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 | — | $305.9M | ||
| Q4 25 | $199.4M | $323.2M | ||
| Q3 25 | $204.9M | $319.9M | ||
| Q2 25 | $176.1M | $321.5M | ||
| Q1 25 | $143.1M | $303.6M | ||
| Q4 24 | $148.9M | $311.5M | ||
| Q3 24 | $153.9M | $306.0M | ||
| Q2 24 | $154.0M | $312.3M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | — | $37.9M | ||
| Q3 25 | $-79.3M | $26.6M | ||
| Q2 25 | $6.0M | $32.3M | ||
| Q1 25 | $-3.6M | $29.7M | ||
| Q4 24 | — | $25.3M | ||
| Q3 24 | $14.3M | $27.7M | ||
| Q2 24 | $8.3M | $29.9M |
| Q1 26 | — | — | ||
| Q4 25 | 23.4% | — | ||
| Q3 25 | 25.4% | — | ||
| Q2 25 | 22.8% | — | ||
| Q1 25 | 13.3% | — | ||
| Q4 24 | 28.9% | — | ||
| Q3 24 | 29.3% | — | ||
| Q2 24 | 27.3% | — |
| Q1 26 | — | 13.4% | ||
| Q4 25 | 10.9% | 16.0% | ||
| Q3 25 | 13.8% | 11.6% | ||
| Q2 25 | 9.0% | 14.2% | ||
| Q1 25 | -0.7% | 13.1% | ||
| Q4 24 | 15.1% | 11.6% | ||
| Q3 24 | 17.9% | 11.9% | ||
| Q2 24 | 14.1% | 13.4% |
| Q1 26 | — | 10.7% | ||
| Q4 25 | — | 11.7% | ||
| Q3 25 | -38.7% | 8.3% | ||
| Q2 25 | 3.4% | 10.1% | ||
| Q1 25 | -2.5% | 9.8% | ||
| Q4 24 | — | 8.1% | ||
| Q3 24 | 9.3% | 9.1% | ||
| Q2 24 | 5.4% | 9.6% |
| Q1 26 | — | $1.48 | ||
| Q4 25 | $0.06 | $1.65 | ||
| Q3 25 | $-0.69 | $1.15 | ||
| Q2 25 | $0.05 | $1.37 | ||
| Q1 25 | $-0.03 | $1.24 | ||
| Q4 24 | $-0.26 | $1.05 | ||
| Q3 24 | $0.12 | $1.15 | ||
| Q2 24 | $0.07 | $1.24 |
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 | $197.2M | $150.3M |
| 総負債低いほど良い | $392.6M | — |
| 株主資本純資産 | $603.4M | $1.6B |
| 総資産 | $1.3B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.65× | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $150.3M | ||
| Q4 25 | $197.2M | $148.1M | ||
| Q3 25 | $82.0M | $172.6M | ||
| Q2 25 | $69.6M | $164.9M | ||
| Q1 25 | $127.5M | $182.6M | ||
| Q4 24 | $131.4M | $184.0M | ||
| Q3 24 | $123.5M | $222.1M | ||
| Q2 24 | $83.3M | $256.2M |
| Q1 26 | — | — | ||
| Q4 25 | $392.6M | — | ||
| Q3 25 | $854.8M | — | ||
| Q2 25 | $856.6M | — | ||
| Q1 25 | $859.0M | — | ||
| Q4 24 | $860.8M | — | ||
| Q3 24 | $862.7M | — | ||
| Q2 24 | $862.4M | — |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $603.4M | $1.6B | ||
| Q3 25 | $607.9M | $1.7B | ||
| Q2 25 | $692.4M | $1.7B | ||
| Q1 25 | $698.7M | $1.6B | ||
| Q4 24 | $700.5M | $1.7B | ||
| Q3 24 | $729.4M | $1.7B | ||
| Q2 24 | $717.3M | $1.7B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.3B | $2.0B | ||
| Q3 25 | $1.7B | $2.1B | ||
| Q2 25 | $1.8B | $2.1B | ||
| Q1 25 | $1.8B | $2.1B | ||
| Q4 24 | $1.8B | $2.0B | ||
| Q3 24 | $1.8B | $2.2B | ||
| Q2 24 | $1.8B | $2.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.65× | — | ||
| Q3 25 | 1.41× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 1.23× | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.20× | — |
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 | $41.8M | $87.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.9M | $77.3M |
| FCFマージンFCF / 売上 | 11.5% | 25.3% |
| 設備投資強度設備投資 / 売上 | 9.4% | — |
| キャッシュ転換率営業CF / 純利益 | — | 2.66× |
| 直近12ヶ月FCF直近4四半期 | $69.9M | $173.9M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $87.4M | ||
| Q4 25 | $41.8M | $39.2M | ||
| Q3 25 | $55.3M | $60.1M | ||
| Q2 25 | $33.0M | $31.2M | ||
| Q1 25 | $10.3M | $67.7M | ||
| Q4 24 | $43.5M | $15.9M | ||
| Q3 24 | $59.9M | $51.5M | ||
| Q2 24 | $10.0M | $24.3M |
| Q1 26 | — | $77.3M | ||
| Q4 25 | $22.9M | $27.0M | ||
| Q3 25 | $53.2M | $49.3M | ||
| Q2 25 | $7.8M | $20.4M | ||
| Q1 25 | $-14.0M | $57.3M | ||
| Q4 24 | $30.9M | $4.7M | ||
| Q3 24 | $53.6M | $42.1M | ||
| Q2 24 | $-9.3M | $13.6M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 11.5% | 8.3% | ||
| Q3 25 | 26.0% | 15.4% | ||
| Q2 25 | 4.4% | 6.3% | ||
| Q1 25 | -9.8% | 18.9% | ||
| Q4 24 | 20.7% | 1.5% | ||
| Q3 24 | 34.9% | 13.8% | ||
| Q2 24 | -6.1% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 9.4% | 3.8% | ||
| Q3 25 | 1.0% | 3.4% | ||
| Q2 25 | 14.4% | 3.4% | ||
| Q1 25 | 16.9% | 3.4% | ||
| Q4 24 | 8.5% | 3.6% | ||
| Q3 24 | 4.1% | 3.1% | ||
| Q2 24 | 12.5% | 3.4% |
| Q1 26 | — | 2.66× | ||
| Q4 25 | — | 1.03× | ||
| Q3 25 | — | 2.26× | ||
| Q2 25 | 5.52× | 0.97× | ||
| Q1 25 | — | 2.27× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | 4.21× | 1.86× | ||
| Q2 24 | 1.20× | 0.81× |
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
ECVT
| Industrial Mining Automotive | $101.3M | 51% |
| Regeneration And Treatment Services | $90.0M | 45% |
| Other | $8.1M | 4% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
