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Ameris Bancorp(ABCB)与Essex Property Trust(ESS)财务数据对比。点击上方公司名可切换其他公司
Essex Property Trust的季度营收约是Ameris Bancorp的1.5倍($479.6M vs $314.4M),Ameris Bancorp净利率更高(35.1% vs 17.9%,领先17.3%),Ameris Bancorp同比增速更快(10.0% vs 5.5%),过去两年Essex Property Trust的营收复合增速更高(6.0% vs 2.3%)
Ameris Bancorp是总部位于美国佐治亚州亚特兰大的银行控股企业,旗下子公司Ameris Bank在佐治亚、阿拉巴马、佛罗里达、北卡罗来纳、南卡罗来纳五州运营全服务网点,另在多州设有抵押贷款专属站点,同时面向个人及企业客户提供便捷的线上及移动银行服务。
Essex Property Trust是一家公开上市的房地产投资信托企业,重点布局美国西海岸优质不动产市场,核心投资标的为加利福尼亚州及西雅图大都会区的公寓类物业,在长租公寓的投资、运营及管理领域拥有深厚的行业积累与资源优势。
ABCB vs ESS — 直观对比
营收规模更大
ESS
是对方的1.5倍
$314.4M
营收增速更快
ABCB
高出4.4%
5.5%
净利率更高
ABCB
高出17.3%
17.9%
两年增速更快
ESS
近两年复合增速
2.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $314.4M | $479.6M |
| 净利润 | $110.5M | $85.7M |
| 毛利率 | — | 70.0% |
| 营业利润率 | — | 31.7% |
| 净利率 | 35.1% | 17.9% |
| 营收同比 | 10.0% | 5.5% |
| 净利润同比 | 2.0% | -71.6% |
| 每股收益(稀释后) | $1.63 | $1.24 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
ABCB
ESS
| Q1 26 | $314.4M | — | ||
| Q4 25 | $307.1M | $479.6M | ||
| Q3 25 | $314.2M | $473.3M | ||
| Q2 25 | $300.7M | $469.8M | ||
| Q1 25 | $285.9M | $464.6M | ||
| Q4 24 | $290.8M | $454.5M | ||
| Q3 24 | $283.8M | $450.7M | ||
| Q2 24 | $300.6M | $442.4M |
净利润
ABCB
ESS
| Q1 26 | $110.5M | — | ||
| Q4 25 | $108.4M | $85.7M | ||
| Q3 25 | $106.0M | $172.7M | ||
| Q2 25 | $109.8M | $231.5M | ||
| Q1 25 | $87.9M | $212.8M | ||
| Q4 24 | $94.4M | $301.7M | ||
| Q3 24 | $99.2M | $125.5M | ||
| Q2 24 | $90.8M | $99.0M |
毛利率
ABCB
ESS
| Q1 26 | — | — | ||
| Q4 25 | — | 70.0% | ||
| Q3 25 | — | 69.2% | ||
| Q2 25 | — | 70.7% | ||
| Q1 25 | — | 69.6% | ||
| Q4 24 | — | 70.0% | ||
| Q3 24 | — | 69.5% | ||
| Q2 24 | — | 70.8% |
营业利润率
ABCB
ESS
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 31.7% | ||
| Q3 25 | 43.6% | 44.5% | ||
| Q2 25 | 47.4% | 59.5% | ||
| Q1 25 | 39.5% | 55.3% | ||
| Q4 24 | 43.3% | 67.0% | ||
| Q3 24 | 44.4% | 28.6% | ||
| Q2 24 | 42.1% | 31.1% |
净利率
ABCB
ESS
| Q1 26 | 35.1% | — | ||
| Q4 25 | 44.2% | 17.9% | ||
| Q3 25 | 33.7% | 36.5% | ||
| Q2 25 | 36.5% | 49.3% | ||
| Q1 25 | 30.8% | 45.8% | ||
| Q4 24 | 42.5% | 66.4% | ||
| Q3 24 | 35.0% | 27.8% | ||
| Q2 24 | 30.2% | 22.4% |
每股收益(稀释后)
ABCB
ESS
| Q1 26 | $1.63 | — | ||
| Q4 25 | $1.59 | $1.24 | ||
| Q3 25 | $1.54 | $2.56 | ||
| Q2 25 | $1.60 | $3.44 | ||
| Q1 25 | $1.27 | $3.16 | ||
| Q4 24 | $1.35 | $4.00 | ||
| Q3 24 | $1.44 | $1.84 | ||
| Q2 24 | $1.32 | $1.45 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | — | $76.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.1B | $5.5B |
| 总资产 | $28.1B | $13.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
ABCB
ESS
| Q1 26 | — | — | ||
| Q4 25 | — | $76.2M | ||
| Q3 25 | — | $66.0M | ||
| Q2 25 | — | $58.7M | ||
| Q1 25 | — | $98.7M | ||
| Q4 24 | — | $66.8M | ||
| Q3 24 | — | $71.3M | ||
| Q2 24 | — | $55.2M |
总债务
ABCB
ESS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B |
股东权益
ABCB
ESS
| Q1 26 | $4.1B | — | ||
| Q4 25 | $4.1B | $5.5B | ||
| Q3 25 | $4.0B | $5.6B | ||
| Q2 25 | $3.9B | $5.6B | ||
| Q1 25 | $3.8B | $5.6B | ||
| Q4 24 | $3.8B | $5.5B | ||
| Q3 24 | $3.7B | $5.4B | ||
| Q2 24 | $3.6B | $5.5B |
总资产
ABCB
ESS
| Q1 26 | $28.1B | — | ||
| Q4 25 | $27.5B | $13.2B | ||
| Q3 25 | $27.1B | $13.2B | ||
| Q2 25 | $26.7B | $13.2B | ||
| Q1 25 | $26.5B | $13.2B | ||
| Q4 24 | $26.3B | $12.9B | ||
| Q3 24 | $26.4B | $12.6B | ||
| Q2 24 | $26.5B | $12.5B |
负债/权益比
ABCB
ESS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.13× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | — | $1.1B |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 12.53× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
ABCB
ESS
| Q1 26 | — | — | ||
| Q4 25 | $390.2M | $1.1B | ||
| Q3 25 | $104.9M | $342.6M | ||
| Q2 25 | $61.4M | $216.1M | ||
| Q1 25 | $116.9M | $281.5M | ||
| Q4 24 | $154.2M | $1.1B | ||
| Q3 24 | $102.2M | $316.2M | ||
| Q2 24 | $-97.1M | $218.9M |
自由现金流
ABCB
ESS
| Q1 26 | — | — | ||
| Q4 25 | $369.6M | — | ||
| Q3 25 | $100.5M | — | ||
| Q2 25 | $53.7M | — | ||
| Q1 25 | $114.2M | — | ||
| Q4 24 | $140.7M | — | ||
| Q3 24 | $99.8M | — | ||
| Q2 24 | $-100.3M | — |
自由现金流率
ABCB
ESS
| Q1 26 | — | — | ||
| Q4 25 | 120.4% | — | ||
| Q3 25 | 32.0% | — | ||
| Q2 25 | 17.9% | — | ||
| Q1 25 | 39.9% | — | ||
| Q4 24 | 48.4% | — | ||
| Q3 24 | 35.2% | — | ||
| Q2 24 | -33.4% | — |
资本支出强度
ABCB
ESS
| Q1 26 | — | — | ||
| Q4 25 | 6.7% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 1.1% | — |
现金转化率
ABCB
ESS
| Q1 26 | — | — | ||
| Q4 25 | 3.60× | 12.53× | ||
| Q3 25 | 0.99× | 1.98× | ||
| Q2 25 | 0.56× | 0.93× | ||
| Q1 25 | 1.33× | 1.32× | ||
| Q4 24 | 1.63× | 3.54× | ||
| Q3 24 | 1.03× | 2.52× | ||
| Q2 24 | -1.07× | 2.21× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图