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AMERICAN COASTAL INSURANCE Corp（ACIC）与万物新生（RERE）财务数据对比。点击上方公司名可切换其他公司
AMERICAN COASTAL INSURANCE Corp的季度营收约是万物新生的2.0倍（$86.4M vs $43.2M），AMERICAN COASTAL INSURANCE Corp净利率更高（30.8% vs 16.9%，领先13.9%）
美国海岸保险集团旗下的联合财产伤亡保险公司是一家总部位于美国佛罗里达州的财产伤亡保险公司，业务覆盖多个沿海州，可为客户提供商业地产、住宅、屋主以及洪水相关的各类保险产品。
万物新生集团（ATRenew Inc.）是中国领先的二手消费电子产品交易与服务平台运营商，核心业务覆盖数码产品回收、质检、翻新及售卖，运营有爱回收等知名品牌，服务覆盖个人消费者及企业客户，市场遍及国内及部分东南亚地区。
ACIC vs RERE — 直观对比
营收规模更大
ACIC
是对方的2.0倍
$43.2M
净利率更高
ACIC
高出13.9%
16.9%
损益表 — Q4 FY2025 vs Q1 FY2023
| 指标 | | |
|---|---|---|
| 营收 | $86.4M | $43.2M |
| 净利润 | $26.6M | $7.3M |
| 毛利率 | — | — |
| 营业利润率 | 43.2% | — |
| 净利率 | 30.8% | 16.9% |
| 营收同比 | 9.0% | — |
| 净利润同比 | 437.1% | — |
| 每股收益（稀释后） | $0.54 | — |
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ACICRERE
| Q4 25 | $86.4M | — | ||
| Q3 25 | $90.4M | — | ||
| Q2 25 | $86.5M | — | ||
| Q1 25 | $72.2M | — | ||
| Q4 24 | $79.3M | — | ||
| Q3 24 | $82.1M | — | ||
| Q2 24 | $68.7M | — | ||
| Q1 24 | $66.6M | — |
净利润ACICRERE
| Q4 25 | $26.6M | — | ||
| Q3 25 | $32.5M | — | ||
| Q2 25 | $26.4M | — | ||
| Q1 25 | $21.3M | — | ||
| Q4 24 | $4.9M | — | ||
| Q3 24 | $28.1M | — | ||
| Q2 24 | $19.1M | — | ||
| Q1 24 | $23.6M | — |
营业利润率ACICRERE
| Q4 25 | 43.2% | — | ||
| Q3 25 | 46.1% | — | ||
| Q2 25 | 41.8% | — | ||
| Q1 25 | 34.8% | — | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 43.9% | — | ||
| Q2 24 | 35.1% | — | ||
| Q1 24 | 45.9% | — |
净利率ACICRERE
| Q4 25 | 30.8% | — | ||
| Q3 25 | 35.9% | — | ||
| Q2 25 | 30.6% | — | ||
| Q1 25 | 29.6% | — | ||
| Q4 24 | 6.2% | — | ||
| Q3 24 | 34.2% | — | ||
| Q2 24 | 27.8% | — | ||
| Q1 24 | 35.4% | — |
每股收益（稀释后）ACICRERE
| Q4 25 | $0.54 | — | ||
| Q3 25 | $0.65 | — | ||
| Q2 25 | $0.53 | — | ||
| Q1 25 | $0.43 | — | ||
| Q4 24 | $0.10 | — | ||
| Q3 24 | $0.57 | — | ||
| Q2 24 | $0.39 | — | ||
| Q1 24 | $0.48 | — |
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 | $198.8M | $228.0M |
| 总债务越低越好 | $150.0M | — |
| 股东权益账面价值 | $317.6M | $557.1M |
| 总资产 | $1.1B | $722.9M |
| 负债/权益比越低杠杆越低 | 0.47× | — |
8季度趋势，按日历期对齐
现金及短期投资ACICRERE
| Q4 25 | $198.8M | — | ||
| Q3 25 | $267.9M | — | ||
| Q2 25 | $315.5M | — | ||
| Q1 25 | $167.2M | — | ||
| Q4 24 | $137.0M | — | ||
| Q3 24 | $183.1M | — | ||
| Q2 24 | $229.4M | — | ||
| Q1 24 | $285.4M | — |
总债务ACICRERE
| Q4 25 | $150.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $150.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ACICRERE
| Q4 25 | $317.6M | — | ||
| Q3 25 | $327.2M | — | ||
| Q2 25 | $292.3M | — | ||
| Q1 25 | $260.9M | — | ||
| Q4 24 | $235.7M | — | ||
| Q3 24 | $259.6M | — | ||
| Q2 24 | $223.1M | — | ||
| Q1 24 | $204.0M | — |
总资产ACICRERE
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.1B | — |
负债/权益比ACICRERE
| Q4 25 | 0.47× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.64× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $71.0M | — |
| 自由现金流经营现金流 - 资本支出 | $70.9M | — |
| 自由现金流率自由现金流/营收 | 82.0% | — |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 现金转化率经营现金流/净利润 | 2.67× | — |
| 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ACICRERE
| Q4 25 | $71.0M | — | ||
| Q3 25 | $-35.6M | — | ||
| Q2 25 | $127.9M | — | ||
| Q1 25 | $26.4M | — | ||
| Q4 24 | $243.5M | — | ||
| Q3 24 | $-9.0M | — | ||
| Q2 24 | $126.4M | — | ||
| Q1 24 | $124.5M | — |
自由现金流ACICRERE
| Q4 25 | $70.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $26.3M | — | ||
| Q4 24 | $243.5M | — | ||
| Q3 24 | $-9.0M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率ACICRERE
| Q4 25 | 82.0% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 36.5% | — | ||
| Q4 24 | 307.2% | — | ||
| Q3 24 | -10.9% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度ACICRERE
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 0.0% | — |
现金转化率ACICRERE
| Q4 25 | 2.67× | — | ||
| Q3 25 | -1.10× | — | ||
| Q2 25 | 4.84× | — | ||
| Q1 25 | 1.24× | — | ||
| Q4 24 | 49.23× | — | ||
| Q3 24 | -0.32× | — | ||
| Q2 24 | 6.63× | — | ||
| Q1 24 | 5.27× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
