vs
Empire State Realty Trust, Inc.（ESRT）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 $190.3M、Empire State Realty Trust, Inc.の約1.6倍）。Strategic Education, Inc.の純利益率が高く（10.7% vs 1.6%、差は9.2%）。Empire State Realty Trust, Inc.の前年同期比売上増加率が高い（5.7% vs 0.8%）。過去8四半期でEmpire State Realty Trust, Inc.の売上複合成長率が高い（0.2% vs -1.0%）
エンパイア・ステート・リアルティ・トラストは、ニューヨーク都市圏を中心にオフィス、小売店舗、住宅などの優良不動産を所有・運用する不動産投資信託で、象徴的なエンパイアステートビルもポートフォリオに含みます。持続可能な運用を通じ長期的な資産価値の向上を目指しています。
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。
ESRT vs STRA — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $190.3M | $305.9M |
| 純利益 | $3.0M | $32.8M |
| 粗利率 | — | — |
| 営業利益率 | 15.5% | 13.4% |
| 純利益率 | 1.6% | 10.7% |
| 売上前年比 | 5.7% | 0.8% |
| 純利益前年比 | -73.7% | 10.3% |
| EPS（希薄化後） | $0.20 | $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 | $190.3M | $305.9M | ||
| Q4 25 | $199.2M | $323.2M | ||
| Q3 25 | $197.7M | $319.9M | ||
| Q2 25 | $191.3M | $321.5M | ||
| Q1 25 | $180.1M | $303.6M | ||
| Q4 24 | $197.6M | $311.5M | ||
| Q3 24 | $199.6M | $306.0M | ||
| Q2 24 | $189.5M | $312.3M |
| Q1 26 | $3.0M | $32.8M | ||
| Q4 25 | $32.2M | $37.9M | ||
| Q3 25 | $13.6M | $26.6M | ||
| Q2 25 | $11.4M | $32.3M | ||
| Q1 25 | $15.8M | $29.7M | ||
| Q4 24 | $18.8M | $25.3M | ||
| Q3 24 | $22.8M | $27.7M | ||
| Q2 24 | $28.6M | $29.9M |
| Q1 26 | 15.5% | 13.4% | ||
| Q4 25 | 17.8% | 16.0% | ||
| Q3 25 | 19.9% | 11.6% | ||
| Q2 25 | 18.4% | 14.2% | ||
| Q1 25 | 14.3% | 13.1% | ||
| Q4 24 | 21.7% | 11.6% | ||
| Q3 24 | 22.7% | 11.9% | ||
| Q2 24 | 20.8% | 13.4% |
| Q1 26 | 1.6% | 10.7% | ||
| Q4 25 | 16.1% | 11.7% | ||
| Q3 25 | 6.9% | 8.3% | ||
| Q2 25 | 6.0% | 10.1% | ||
| Q1 25 | 8.8% | 9.8% | ||
| Q4 24 | 9.5% | 8.1% | ||
| Q3 24 | 11.4% | 9.1% | ||
| Q2 24 | 15.1% | 9.6% |
| Q1 26 | $0.20 | $1.48 | ||
| Q4 25 | $0.11 | $1.65 | ||
| Q3 25 | $0.05 | $1.15 | ||
| Q2 25 | $0.04 | $1.37 | ||
| Q1 25 | $0.05 | $1.24 | ||
| Q4 24 | $0.07 | $1.05 | ||
| Q3 24 | $0.08 | $1.15 | ||
| Q2 24 | $0.10 | $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 | $68.8M | $150.3M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.8B | $1.6B |
| 総資産 | $4.4B | $2.1B |
| 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
| Q1 26 | $68.8M | $150.3M | ||
| Q4 25 | $132.7M | $148.1M | ||
| Q3 25 | $154.1M | $172.6M | ||
| Q2 25 | $94.6M | $164.9M | ||
| Q1 25 | $187.8M | $182.6M | ||
| Q4 24 | $385.5M | $184.0M | ||
| Q3 24 | $421.9M | $222.1M | ||
| Q2 24 | $535.5M | $256.2M |
| Q1 26 | $1.8B | $1.6B | ||
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $1.0B | $1.7B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $1.0B | $1.6B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $1.0B | $1.7B | ||
| Q2 24 | $1.0B | $1.7B |
| Q1 26 | $4.4B | $2.1B | ||
| Q4 25 | $4.5B | $2.0B | ||
| Q3 25 | $4.1B | $2.1B | ||
| Q2 25 | $4.1B | $2.1B | ||
| Q1 25 | $4.1B | $2.1B | ||
| Q4 24 | $4.5B | $2.0B | ||
| Q3 24 | $4.4B | $2.2B | ||
| Q2 24 | $4.4B | $2.2B |
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 | — | $87.4M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $77.3M |
| FCFマージンFCF / 売上 | — | 25.3% |
| 設備投資強度設備投資 / 売上 | 10.0% | — |
| 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 | — | $173.9M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $87.4M | ||
| Q4 25 | $249.1M | $39.2M | ||
| Q3 25 | $105.3M | $60.1M | ||
| Q2 25 | $26.7M | $31.2M | ||
| Q1 25 | $83.1M | $67.7M | ||
| Q4 24 | $260.9M | $15.9M | ||
| Q3 24 | $102.8M | $51.5M | ||
| Q2 24 | $37.1M | $24.3M |
| Q1 26 | — | $77.3M | ||
| Q4 25 | $50.6M | $27.0M | ||
| Q3 25 | $72.8M | $49.3M | ||
| Q2 25 | $-55.1M | $20.4M | ||
| Q1 25 | $41.1M | $57.3M | ||
| Q4 24 | $88.0M | $4.7M | ||
| Q3 24 | $-65.1M | $42.1M | ||
| Q2 24 | $19.5M | $13.6M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 25.4% | 8.3% | ||
| Q3 25 | 36.8% | 15.4% | ||
| Q2 25 | -28.8% | 6.3% | ||
| Q1 25 | 22.8% | 18.9% | ||
| Q4 24 | 44.5% | 1.5% | ||
| Q3 24 | -32.6% | 13.8% | ||
| Q2 24 | 10.3% | 4.3% |
| Q1 26 | 10.0% | — | ||
| Q4 25 | 99.6% | 3.8% | ||
| Q3 25 | 16.5% | 3.4% | ||
| Q2 25 | 42.8% | 3.4% | ||
| Q1 25 | 23.4% | 3.4% | ||
| Q4 24 | 87.5% | 3.6% | ||
| Q3 24 | 84.1% | 3.1% | ||
| Q2 24 | 9.3% | 3.4% |
| Q1 26 | — | 2.66× | ||
| Q4 25 | 7.74× | 1.03× | ||
| Q3 25 | 7.72× | 2.26× | ||
| Q2 25 | 2.35× | 0.97× | ||
| Q1 25 | 5.27× | 2.27× | ||
| Q4 24 | 13.88× | 0.63× | ||
| Q3 24 | 4.51× | 1.86× | ||
| Q2 24 | 1.30× | 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
ESRT
| Rental revenue (1) | $166.1M | 87% |
| Observatory revenue | $18.5M | 10% |
| Other revenue and fees | $4.1M | 2% |
| Lease termination fees | $1.4M | 1% |
| Third-party management and other fees | $277.0K | 0% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
