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National Storage Affiliates Trust（NSA）とWD 40 CO（WDFC）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 $154.4M、WD 40 COの約1.2倍）。National Storage Affiliates Trustの純利益率が高く（12.2% vs 11.3%、差は0.9%）。WD 40 COの前年同期比売上増加率が高い（0.6% 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 $9.1M）。過去8四半期でWD 40 COの売上複合成長率が高い（5.4% 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。
WD-40カンパニーは同名の多目的防錆潤滑剤で広く知られる世界的な消費財・産業用資材メーカーです。洗浄剤、脱脂剤、特殊潤滑剤などの製品を取り扱い、170カ国以上の小売、産業、自動車分野の市場に商品を提供しています。
NSA vs WDFC — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $187.0M | $154.4M |
| 純利益 | $22.9M | $17.5M |
| 粗利率 | 72.5% | 56.2% |
| 営業利益率 | 20.2% | 15.1% |
| 純利益率 | 12.2% | 11.3% |
| 売上前年比 | -1.6% | 0.6% |
| 純利益前年比 | 36.8% | -7.8% |
| EPS（希薄化後） | $0.23 | $1.28 |
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 | $154.4M | ||
| Q3 25 | $188.7M | $163.5M | ||
| Q2 25 | $188.8M | $156.9M | ||
| Q1 25 | $188.4M | $146.1M | ||
| Q4 24 | $190.1M | $153.5M | ||
| Q3 24 | $193.6M | $156.0M | ||
| Q2 24 | $190.4M | $155.0M | ||
| Q1 24 | $196.1M | $139.1M |
| Q4 25 | $22.9M | $17.5M | ||
| Q3 25 | $18.4M | $21.2M | ||
| Q2 25 | $19.5M | $21.0M | ||
| Q1 25 | $13.0M | $29.9M | ||
| Q4 24 | $16.7M | $18.9M | ||
| Q3 24 | $18.7M | $16.8M | ||
| Q2 24 | $17.1M | $19.8M | ||
| Q1 24 | $59.0M | $15.5M |
| Q4 25 | 72.5% | 56.2% | ||
| Q3 25 | 70.7% | 54.7% | ||
| Q2 25 | 70.5% | 56.2% | ||
| Q1 25 | 70.7% | 54.6% | ||
| Q4 24 | 72.5% | 54.8% | ||
| Q3 24 | 72.8% | 54.1% | ||
| Q2 24 | 72.6% | 53.1% | ||
| Q1 24 | 72.1% | 52.4% |
| Q4 25 | 20.2% | 15.1% | ||
| Q3 25 | 15.8% | 17.1% | ||
| Q2 25 | 16.5% | 17.4% | ||
| Q1 25 | 11.0% | 15.9% | ||
| Q4 24 | 14.5% | 16.4% | ||
| Q3 24 | 15.8% | 15.4% | ||
| Q2 24 | 17.2% | 17.5% | ||
| Q1 24 | 48.9% | 15.1% |
| Q4 25 | 12.2% | 11.3% | ||
| Q3 25 | 9.8% | 13.0% | ||
| Q2 25 | 10.3% | 13.4% | ||
| Q1 25 | 6.9% | 20.4% | ||
| Q4 24 | 8.8% | 12.3% | ||
| Q3 24 | 9.7% | 10.8% | ||
| Q2 24 | 9.0% | 12.8% | ||
| Q1 24 | 30.1% | 11.2% |
| Q4 25 | $0.23 | $1.28 | ||
| Q3 25 | $0.17 | $1.57 | ||
| Q2 25 | $0.19 | $1.54 | ||
| Q1 25 | $0.10 | $2.19 | ||
| Q4 24 | $0.19 | $1.39 | ||
| Q3 24 | $0.18 | $1.23 | ||
| Q2 24 | $0.16 | $1.46 | ||
| Q1 24 | $0.65 | $1.14 |
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 | $48.6M |
| 総負債低いほど良い | — | $85.7M |
| 株主資本純資産 | $946.0M | $264.1M |
| 総資産 | $5.1B | $459.7M |
| 負債/資本比率低いほどレバレッジが低い | — | 0.32× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $23.3M | $48.6M | ||
| Q3 25 | $26.3M | $58.1M | ||
| Q2 25 | $26.1M | $51.7M | ||
| Q1 25 | $19.3M | $53.0M | ||
| Q4 24 | $50.4M | $54.9M | ||
| Q3 24 | $69.9M | $46.7M | ||
| Q2 24 | $59.0M | $45.3M | ||
| Q1 24 | $64.2M | $55.4M |
| Q4 25 | — | $85.7M | ||
| Q3 25 | — | $86.2M | ||
| Q2 25 | — | $85.6M | ||
| Q1 25 | — | $84.4M | ||
| Q4 24 | — | $84.6M | ||
| Q3 24 | — | $86.0M | ||
| Q2 24 | — | $85.5M | ||
| Q1 24 | — | $85.9M |
| Q4 25 | $946.0M | $264.1M | ||
| Q3 25 | $973.1M | $268.2M | ||
| Q2 25 | $1.0B | $257.1M | ||
| Q1 25 | $1.0B | $242.1M | ||
| Q4 24 | $1.1B | $226.3M | ||
| Q3 24 | $986.9M | $230.5M | ||
| Q2 24 | $1.2B | $222.2M | ||
| Q1 24 | $1.3B | $216.3M |
| Q4 25 | $5.1B | $459.7M | ||
| Q3 25 | $5.1B | $475.8M | ||
| Q2 25 | $5.2B | $456.0M | ||
| Q1 25 | $5.3B | $458.3M | ||
| Q4 24 | $5.4B | $447.3M | ||
| Q3 24 | $5.4B | $449.0M | ||
| Q2 24 | $5.3B | $443.6M | ||
| Q1 24 | $5.4B | $442.0M |
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.33× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.37× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.38× | ||
| Q1 24 | — | 0.40× |
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 | $10.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $299.8M | $9.1M |
| FCFマージンFCF / 売上 | 160.3% | 5.9% |
| 設備投資強度設備投資 / 売上 | 20.7% | 0.6% |
| キャッシュ転換率営業CF / 純利益 | 14.79× | 0.57× |
| 直近12ヶ月FCF直近4四半期 | $541.5M | $78.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $338.5M | $10.0M | ||
| Q3 25 | $100.2M | $29.9M | ||
| Q2 25 | $79.9M | $35.1M | ||
| Q1 25 | $85.6M | $8.0M | ||
| Q4 24 | $363.1M | $14.9M | ||
| Q3 24 | $105.7M | $27.2M | ||
| Q2 24 | $83.2M | $19.9M | ||
| Q1 24 | $94.0M | $18.0M |
| Q4 25 | $299.8M | $9.1M | ||
| Q3 25 | $88.0M | $28.6M | ||
| Q2 25 | $73.8M | $34.0M | ||
| Q1 25 | $79.9M | $6.6M | ||
| Q4 24 | $344.4M | $14.2M | ||
| Q3 24 | $101.8M | $26.4M | ||
| Q2 24 | $79.5M | $18.7M | ||
| Q1 24 | $88.6M | $16.7M |
| Q4 25 | 160.3% | 5.9% | ||
| Q3 25 | 46.6% | 17.5% | ||
| Q2 25 | 39.1% | 21.6% | ||
| Q1 25 | 42.4% | 4.5% | ||
| Q4 24 | 181.2% | 9.3% | ||
| Q3 24 | 52.6% | 16.9% | ||
| Q2 24 | 41.7% | 12.0% | ||
| Q1 24 | 45.2% | 12.0% |
| Q4 25 | 20.7% | 0.6% | ||
| Q3 25 | 6.5% | 0.8% | ||
| Q2 25 | 3.2% | 0.7% | ||
| Q1 25 | 3.0% | 0.9% | ||
| Q4 24 | 9.8% | 0.5% | ||
| Q3 24 | 2.0% | 0.5% | ||
| Q2 24 | 1.9% | 0.8% | ||
| Q1 24 | 2.7% | 0.9% |
| Q4 25 | 14.79× | 0.57× | ||
| Q3 25 | 5.44× | 1.41× | ||
| Q2 25 | 4.10× | 1.67× | ||
| Q1 25 | 6.59× | 0.27× | ||
| Q4 24 | 21.70× | 0.79× | ||
| Q3 24 | 5.65× | 1.62× | ||
| Q2 24 | 4.88× | 1.00× | ||
| Q1 24 | 1.59× | 1.16× |
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
WDFC
| Other | $82.6M | 53% |
| WD40Multi Use Product | $56.0M | 36% |
| WD40Specialist | $9.0M | 6% |
| Other Maintenance Products | $4.0M | 3% |
| Homecare And Cleaning Products | $2.7M | 2% |
