vs
Mayville Engineering Company, Inc.（MEC）とNational Storage Affiliates Trust（NSA）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
National Storage Affiliates Trustの直近四半期売上が大きい（$187.0M vs $134.3M、Mayville Engineering Company, Inc.の約1.4倍）。National Storage Affiliates Trustの純利益率が高く（12.2% vs -3.2%、差は15.5%）。Mayville Engineering Company, Inc.の前年同期比売上増加率が高い（10.7% vs -1.6%）。National Storage Affiliates Trustの直近四半期フリーキャッシュフローが多い（$299.8M vs $10.2M）。過去8四半期でNational Storage Affiliates Trustの売上複合成長率が高い（-2.4% vs -8.8%）
メイビル・エンジニアリング社は米国に本社を置く大手金属部品・組立製品・カスタムエンジニアリングソリューションの供給企業で、主に農業、建設、商用輸送、防衛、パワースポーツ分野のOEM顧客向けに、試作から大量生産まで一貫したサービスを提供しています。
ナショナル・ストレージ・アフィリエイツ・トラストは米国に本拠を置く不動産投資信託で、セルフストレージ事業を中心に、米国数十州の施設の所有・運営・買収を行い、個人や企業向けに安全な保管サービスを提供しています。
MEC vs NSA — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $134.3M | $187.0M |
| 純利益 | $-4.4M | $22.9M |
| 粗利率 | 6.8% | 72.5% |
| 営業利益率 | -4.1% | 20.2% |
| 純利益率 | -3.2% | 12.2% |
| 売上前年比 | 10.7% | -1.6% |
| 純利益前年比 | -127.3% | 36.8% |
| EPS（希薄化後） | $-0.22 | $0.23 |
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
| Q4 25 | $134.3M | $187.0M | ||
| Q3 25 | $144.3M | $188.7M | ||
| Q2 25 | $132.3M | $188.8M | ||
| Q1 25 | $135.6M | $188.4M | ||
| Q4 24 | $121.3M | $190.1M | ||
| Q3 24 | $135.4M | $193.6M | ||
| Q2 24 | $163.6M | $190.4M | ||
| Q1 24 | $161.3M | $196.1M |
| Q4 25 | $-4.4M | $22.9M | ||
| Q3 25 | $-2.7M | $18.4M | ||
| Q2 25 | $-1.1M | $19.5M | ||
| Q1 25 | $20.0K | $13.0M | ||
| Q4 24 | $16.0M | $16.7M | ||
| Q3 24 | $3.0M | $18.7M | ||
| Q2 24 | $3.8M | $17.1M | ||
| Q1 24 | $3.2M | $59.0M |
| Q4 25 | 6.8% | 72.5% | ||
| Q3 25 | 11.0% | 70.7% | ||
| Q2 25 | 10.3% | 70.5% | ||
| Q1 25 | 11.3% | 70.7% | ||
| Q4 24 | 8.9% | 72.5% | ||
| Q3 24 | 12.6% | 72.8% | ||
| Q2 24 | 13.6% | 72.6% | ||
| Q1 24 | 13.0% | 72.1% |
| Q4 25 | -4.1% | 20.2% | ||
| Q3 25 | 0.0% | 15.8% | ||
| Q2 25 | 0.1% | 16.5% | ||
| Q1 25 | 1.2% | 11.0% | ||
| Q4 24 | 19.0% | 14.5% | ||
| Q3 24 | 4.2% | 15.8% | ||
| Q2 24 | 5.0% | 17.2% | ||
| Q1 24 | 4.7% | 48.9% |
| Q4 25 | -3.2% | 12.2% | ||
| Q3 25 | -1.9% | 9.8% | ||
| Q2 25 | -0.8% | 10.3% | ||
| Q1 25 | 0.0% | 6.9% | ||
| Q4 24 | 13.2% | 8.8% | ||
| Q3 24 | 2.2% | 9.7% | ||
| Q2 24 | 2.3% | 9.0% | ||
| Q1 24 | 2.0% | 30.1% |
| Q4 25 | $-0.22 | $0.23 | ||
| Q3 25 | $-0.13 | $0.17 | ||
| Q2 25 | $-0.05 | $0.19 | ||
| Q1 25 | $0.00 | $0.10 | ||
| Q4 24 | $0.76 | $0.19 | ||
| Q3 24 | $0.14 | $0.18 | ||
| Q2 24 | $0.18 | $0.16 | ||
| Q1 24 | $0.16 | $0.65 |
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 | $1.5M | $23.3M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $240.7M | $946.0M |
| 総資産 | $563.6M | $5.1B |
| 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
| Q4 25 | $1.5M | $23.3M | ||
| Q3 25 | $1.2M | $26.3M | ||
| Q2 25 | $206.0K | $26.1M | ||
| Q1 25 | $183.0K | $19.3M | ||
| Q4 24 | $206.0K | $50.4M | ||
| Q3 24 | $178.0K | $69.9M | ||
| Q2 24 | $314.0K | $59.0M | ||
| Q1 24 | $314.0K | $64.2M |
| Q4 25 | $240.7M | $946.0M | ||
| Q3 25 | $244.8M | $973.1M | ||
| Q2 25 | $246.8M | $1.0B | ||
| Q1 25 | $250.0M | $1.0B | ||
| Q4 24 | $251.8M | $1.1B | ||
| Q3 24 | $238.4M | $986.9M | ||
| Q2 24 | $238.1M | $1.2B | ||
| Q1 24 | $234.0M | $1.3B |
| Q4 25 | $563.6M | $5.1B | ||
| Q3 25 | $585.6M | $5.1B | ||
| Q2 25 | $433.7M | $5.2B | ||
| Q1 25 | $447.7M | $5.3B | ||
| Q4 24 | $445.6M | $5.4B | ||
| Q3 24 | $466.0M | $5.4B | ||
| Q2 24 | $488.2M | $5.3B | ||
| Q1 24 | $499.9M | $5.4B |
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 | $13.4M | $338.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $10.2M | $299.8M |
| FCFマージンFCF / 売上 | 7.6% | 160.3% |
| 設備投資強度設備投資 / 売上 | 2.4% | 20.7% |
| キャッシュ転換率営業CF / 純利益 | — | 14.79× |
| 直近12ヶ月FCF直近4四半期 | $26.9M | $541.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $13.4M | $338.5M | ||
| Q3 25 | $1.9M | $100.2M | ||
| Q2 25 | $15.0M | $79.9M | ||
| Q1 25 | $8.3M | $85.6M | ||
| Q4 24 | $38.0M | $363.1M | ||
| Q3 24 | $17.9M | $105.7M | ||
| Q2 24 | $23.3M | $83.2M | ||
| Q1 24 | $10.6M | $94.0M |
| Q4 25 | $10.2M | $299.8M | ||
| Q3 25 | $-1.1M | $88.0M | ||
| Q2 25 | $12.5M | $73.8M | ||
| Q1 25 | $5.4M | $79.9M | ||
| Q4 24 | $35.6M | $344.4M | ||
| Q3 24 | $15.1M | $101.8M | ||
| Q2 24 | $19.2M | $79.5M | ||
| Q1 24 | $7.8M | $88.6M |
| Q4 25 | 7.6% | 160.3% | ||
| Q3 25 | -0.8% | 46.6% | ||
| Q2 25 | 9.5% | 39.1% | ||
| Q1 25 | 4.0% | 42.4% | ||
| Q4 24 | 29.4% | 181.2% | ||
| Q3 24 | 11.1% | 52.6% | ||
| Q2 24 | 11.7% | 41.7% | ||
| Q1 24 | 4.9% | 45.2% |
| Q4 25 | 2.4% | 20.7% | ||
| Q3 25 | 2.1% | 6.5% | ||
| Q2 25 | 1.8% | 3.2% | ||
| Q1 25 | 2.2% | 3.0% | ||
| Q4 24 | 1.9% | 9.8% | ||
| Q3 24 | 2.1% | 2.0% | ||
| Q2 24 | 2.5% | 1.9% | ||
| Q1 24 | 1.7% | 2.7% |
| Q4 25 | — | 14.79× | ||
| Q3 25 | — | 5.44× | ||
| Q2 25 | — | 4.10× | ||
| Q1 25 | 416.65× | 6.59× | ||
| Q4 24 | 2.38× | 21.70× | ||
| Q3 24 | 6.03× | 5.65× | ||
| Q2 24 | 6.15× | 4.88× | ||
| Q1 24 | 3.28× | 1.59× |
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
MEC
| Fabrication | $72.2M | 54% |
| Construction And Access | $19.2M | 14% |
| Tubes | $16.2M | 12% |
| Other Market | $11.9M | 9% |
| Agriculture | $7.7M | 6% |
| Military | $6.7M | 5% |
| Outdoor Sports | $1.7M | 1% |
NSA
セグメントデータなし
