vs
National Storage Affiliates Trust（NSA）とTecnoglass Inc.（TGLS）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
Tecnoglass Inc.の直近四半期売上が大きい（$245.3M vs $187.0M、National Storage Affiliates Trustの約1.3倍）。National Storage Affiliates Trustの純利益率が高く（12.2% vs 10.6%、差は1.6%）。Tecnoglass Inc.の前年同期比売上増加率が高い（2.4% 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 $11.4M）。過去8四半期でTecnoglass Inc.の売上複合成長率が高い（12.8% vs -2.4%）
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。
テクノグラス社は高性能建築用ガラス、アルミ製の窓やドア、関連建築部品を製造するリーディング企業で、主に北米及びラテンアメリカの住宅・商業建築分野向けに、新築・改修プロジェクト用のカスタマイズされた省エネルギーソリューションを提供している。
NSA vs TGLS — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $187.0M | $245.3M |
| 純利益 | $22.9M | $26.1M |
| 粗利率 | 72.5% | 40.0% |
| 営業利益率 | 20.2% | 18.3% |
| 純利益率 | 12.2% | 10.6% |
| 売上前年比 | -1.6% | 2.4% |
| 純利益前年比 | 36.8% | -44.5% |
| EPS（希薄化後） | $0.23 | $0.57 |
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 | $187.0M | $245.3M | ||
| Q3 25 | $188.7M | $260.5M | ||
| Q2 25 | $188.8M | $255.5M | ||
| Q1 25 | $188.4M | $222.3M | ||
| Q4 24 | $190.1M | $239.6M | ||
| Q3 24 | $193.6M | $238.3M | ||
| Q2 24 | $190.4M | $219.7M | ||
| Q1 24 | $196.1M | $192.6M |
| Q4 25 | $22.9M | $26.1M | ||
| Q3 25 | $18.4M | $47.2M | ||
| Q2 25 | $19.5M | $44.1M | ||
| Q1 25 | $13.0M | $42.2M | ||
| Q4 24 | $16.7M | $47.0M | ||
| Q3 24 | $18.7M | $49.5M | ||
| Q2 24 | $17.1M | $35.0M | ||
| Q1 24 | $59.0M | $29.7M |
| Q4 25 | 72.5% | 40.0% | ||
| Q3 25 | 70.7% | 42.7% | ||
| Q2 25 | 70.5% | 44.7% | ||
| Q1 25 | 70.7% | 43.9% | ||
| Q4 24 | 72.5% | 44.5% | ||
| Q3 24 | 72.8% | 45.8% | ||
| Q2 24 | 72.6% | 40.8% | ||
| Q1 24 | 72.1% | 38.8% |
| Q4 25 | 20.2% | 18.3% | ||
| Q3 25 | 15.8% | 25.1% | ||
| Q2 25 | 16.5% | 24.0% | ||
| Q1 25 | 11.0% | 26.7% | ||
| Q4 24 | 14.5% | 28.0% | ||
| Q3 24 | 15.8% | 28.4% | ||
| Q2 24 | 17.2% | 23.3% | ||
| Q1 24 | 48.9% | 21.3% |
| Q4 25 | 12.2% | 10.6% | ||
| Q3 25 | 9.8% | 18.1% | ||
| Q2 25 | 10.3% | 17.3% | ||
| Q1 25 | 6.9% | 19.0% | ||
| Q4 24 | 8.8% | 19.6% | ||
| Q3 24 | 9.7% | 20.8% | ||
| Q2 24 | 9.0% | 15.9% | ||
| Q1 24 | 30.1% | 15.4% |
| Q4 25 | $0.23 | $0.57 | ||
| Q3 25 | $0.17 | $1.01 | ||
| Q2 25 | $0.19 | $0.94 | ||
| Q1 25 | $0.10 | $0.90 | ||
| Q4 24 | $0.19 | $1.00 | ||
| Q3 24 | $0.18 | $1.05 | ||
| Q2 24 | $0.16 | $0.75 | ||
| Q1 24 | $0.65 | $0.63 |
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 | $23.3M | $104.1M |
| 総負債低いほど良い | — | $174.4M |
| 株主資本純資産 | $946.0M | $713.1M |
| 総資産 | $5.1B | $1.3B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.24× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $23.3M | $104.1M | ||
| Q3 25 | $26.3M | $127.1M | ||
| Q2 25 | $26.1M | $140.9M | ||
| Q1 25 | $19.3M | $160.2M | ||
| Q4 24 | $50.4M | $137.5M | ||
| Q3 24 | $69.9M | $124.8M | ||
| Q2 24 | $59.0M | $129.5M | ||
| Q1 24 | $64.2M | $138.8M |
| Q4 25 | — | $174.4M | ||
| Q3 25 | — | $114.7M | ||
| Q2 25 | — | $110.6M | ||
| Q1 25 | — | $110.6M | ||
| Q4 24 | — | $111.1M | ||
| Q3 24 | — | $126.8M | ||
| Q2 24 | — | $144.7M | ||
| Q1 24 | — | $160.9M |
| Q4 25 | $946.0M | $713.1M | ||
| Q3 25 | $973.1M | $764.0M | ||
| Q2 25 | $1.0B | $736.0M | ||
| Q1 25 | $1.0B | $685.1M | ||
| Q4 24 | $1.1B | $631.2M | ||
| Q3 24 | $986.9M | $613.3M | ||
| Q2 24 | $1.2B | $574.8M | ||
| Q1 24 | $1.3B | $573.6M |
| Q4 25 | $5.1B | $1.3B | ||
| Q3 25 | $5.1B | $1.2B | ||
| Q2 25 | $5.2B | $1.2B | ||
| Q1 25 | $5.3B | $1.1B | ||
| Q4 24 | $5.4B | $1.0B | ||
| Q3 24 | $5.4B | $996.3M | ||
| Q2 24 | $5.3B | $942.5M | ||
| Q1 24 | $5.4B | $981.6M |
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.25× | ||
| Q1 24 | — | 0.28× |
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 | $338.5M | $31.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $299.8M | $11.4M |
| FCFマージンFCF / 売上 | 160.3% | 4.7% |
| 設備投資強度設備投資 / 売上 | 20.7% | 8.0% |
| キャッシュ転換率営業CF / 純利益 | 14.79× | 1.19× |
| 直近12ヶ月FCF直近4四半期 | $541.5M | $34.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $338.5M | $31.0M | ||
| Q3 25 | $100.2M | $40.0M | ||
| Q2 25 | $79.9M | $17.9M | ||
| Q1 25 | $85.6M | $46.9M | ||
| Q4 24 | $363.1M | $61.1M | ||
| Q3 24 | $105.7M | $41.5M | ||
| Q2 24 | $83.2M | $34.5M | ||
| Q1 24 | $94.0M | $33.4M |
| Q4 25 | $299.8M | $11.4M | ||
| Q3 25 | $88.0M | $21.2M | ||
| Q2 25 | $73.8M | $-14.7M | ||
| Q1 25 | $79.9M | $16.5M | ||
| Q4 24 | $344.4M | $35.4M | ||
| Q3 24 | $101.8M | $17.8M | ||
| Q2 24 | $79.5M | $14.2M | ||
| Q1 24 | $88.6M | $23.6M |
| Q4 25 | 160.3% | 4.7% | ||
| Q3 25 | 46.6% | 8.2% | ||
| Q2 25 | 39.1% | -5.7% | ||
| Q1 25 | 42.4% | 7.4% | ||
| Q4 24 | 181.2% | 14.8% | ||
| Q3 24 | 52.6% | 7.5% | ||
| Q2 24 | 41.7% | 6.5% | ||
| Q1 24 | 45.2% | 12.2% |
| Q4 25 | 20.7% | 8.0% | ||
| Q3 25 | 6.5% | 7.2% | ||
| Q2 25 | 3.2% | 12.7% | ||
| Q1 25 | 3.0% | 13.7% | ||
| Q4 24 | 9.8% | 10.7% | ||
| Q3 24 | 2.0% | 9.9% | ||
| Q2 24 | 1.9% | 9.2% | ||
| Q1 24 | 2.7% | 5.1% |
| Q4 25 | 14.79× | 1.19× | ||
| Q3 25 | 5.44× | 0.85× | ||
| Q2 25 | 4.10× | 0.41× | ||
| Q1 25 | 6.59× | 1.11× | ||
| Q4 24 | 21.70× | 1.30× | ||
| Q3 24 | 5.65× | 0.84× | ||
| Q2 24 | 4.88× | 0.98× | ||
| Q1 24 | 1.59× | 1.13× |
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
NSA
セグメントデータなし
TGLS
| Product Sales | $164.2M | 67% |
| Fixed Price Contracts | $81.1M | 33% |
| Related Party | $692.0K | 0% |
