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Enact Holdings, Inc.（ACT）与MARCUS CORP（MCS）财务数据对比。点击上方公司名可切换其他公司
Enact Holdings, Inc.的季度营收约是MARCUS CORP的1.6倍（$312.7M vs $193.5M），Enact Holdings, Inc.同比增速更快（3.6% vs 2.8%），过去两年MARCUS CORP的营收复合增速更高（18.2% vs 3.6%）
Enact Holdings, Inc.是美国领先的私人抵押贷款保险服务商，为银行、信用社等各类住宅抵押贷款机构提供风险缓释解决方案，帮助首付较低的购房者获得可负担的住房贷款，助力更多美国普通消费者实现安居需求。
马库斯公司是一家美国企业，主营商业地产领域相关服务，业务覆盖美国与加拿大，提供商业地产经纪、按揭经纪、行业研究以及咨询服务，首创了由单一经纪公司独家代理房源挂牌的行业模式，目前在美加两国设有超过80家办公室，拥有员工超1800名。
ACT vs MCS — 直观对比
营收规模更大
ACT
是对方的1.6倍
$193.5M
营收增速更快
ACT
高出0.9%
2.8%
两年增速更快
MCS
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $193.5M |
| 净利润 | — | — |
| 毛利率 | — | — |
| 营业利润率 | 71.3% | 0.9% |
| 净利率 | — | — |
| 营收同比 | 3.6% | 2.8% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $1.23 | — |
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ACTMCS
| Q4 25 | $312.7M | $193.5M | ||
| Q3 25 | $311.5M | $210.2M | ||
| Q2 25 | $304.9M | $206.0M | ||
| Q1 25 | $306.8M | $148.8M | ||
| Q4 24 | $301.8M | $188.3M | ||
| Q3 24 | $309.6M | $232.7M | ||
| Q2 24 | $298.8M | $176.0M | ||
| Q1 24 | $291.6M | $138.5M |
净利润ACTMCS
| Q4 25 | — | — | ||
| Q3 25 | — | $16.2M | ||
| Q2 25 | — | $7.3M | ||
| Q1 25 | — | $-16.8M | ||
| Q4 24 | — | $986.0K | ||
| Q3 24 | — | $23.3M | ||
| Q2 24 | — | $-20.2M | ||
| Q1 24 | — | $-11.9M |
营业利润率ACTMCS
| Q4 25 | 71.3% | 0.9% | ||
| Q3 25 | 67.4% | 10.8% | ||
| Q2 25 | 70.4% | 6.3% | ||
| Q1 25 | 68.9% | -13.7% | ||
| Q4 24 | 68.9% | -1.2% | ||
| Q3 24 | 74.1% | 14.1% | ||
| Q2 24 | 78.6% | 1.3% | ||
| Q1 24 | 70.6% | -12.0% |
净利率ACTMCS
| Q4 25 | — | — | ||
| Q3 25 | — | 7.7% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | -11.3% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 10.0% | ||
| Q2 24 | — | -11.5% | ||
| Q1 24 | — | -8.6% |
每股收益（稀释后）ACTMCS
| Q4 25 | $1.23 | — | ||
| Q3 25 | $1.10 | — | ||
| Q2 25 | $1.11 | — | ||
| Q1 25 | $1.08 | — | ||
| Q4 24 | $1.05 | — | ||
| Q3 24 | $1.15 | — | ||
| Q2 24 | $1.16 | — | ||
| Q1 24 | $1.01 | — |
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 | $582.5M | $23.4M |
| 总债务越低越好 | $744.5M | $159.0M |
| 股东权益账面价值 | $5.4B | $457.4M |
| 总资产 | $6.9B | $1.0B |
| 负债/权益比越低杠杆越低 | 0.14× | 0.35× |
8季度趋势，按日历期对齐
现金及短期投资ACTMCS
| Q4 25 | $582.5M | $23.4M | ||
| Q3 25 | $545.6M | $7.4M | ||
| Q2 25 | $616.0M | $14.9M | ||
| Q1 25 | $639.0M | $11.9M | ||
| Q4 24 | $602.8M | $40.8M | ||
| Q3 24 | $674.9M | $28.4M | ||
| Q2 24 | $711.3M | $32.8M | ||
| Q1 24 | $624.3M | $17.3M |
总债务ACTMCS
| Q4 25 | $744.5M | $159.0M | ||
| Q3 25 | $744.1M | $162.0M | ||
| Q2 25 | $743.8M | $179.9M | ||
| Q1 25 | $743.4M | $198.9M | ||
| Q4 24 | $743.0M | $159.1M | ||
| Q3 24 | $742.7M | $173.1M | ||
| Q2 24 | $742.4M | $175.7M | ||
| Q1 24 | $746.1M | $169.8M |
股东权益ACTMCS
| Q4 25 | $5.4B | $457.4M | ||
| Q3 25 | $5.3B | $454.3M | ||
| Q2 25 | $5.2B | $448.4M | ||
| Q1 25 | $5.1B | $441.8M | ||
| Q4 24 | $5.0B | $464.9M | ||
| Q3 24 | $5.0B | $462.3M | ||
| Q2 24 | $4.8B | $449.4M | ||
| Q1 24 | $4.7B | $459.3M |
总资产ACTMCS
| Q4 25 | $6.9B | $1.0B | ||
| Q3 25 | $6.9B | $1.0B | ||
| Q2 25 | $6.8B | $1.0B | ||
| Q1 25 | $6.7B | $1.0B | ||
| Q4 24 | $6.5B | $1.0B | ||
| Q3 24 | $6.6B | $1.0B | ||
| Q2 24 | $6.3B | $1.1B | ||
| Q1 24 | $6.3B | $1.0B |
负债/权益比ACTMCS
| Q4 25 | 0.14× | 0.35× | ||
| Q3 25 | 0.14× | 0.36× | ||
| Q2 25 | 0.14× | 0.40× | ||
| Q1 25 | 0.15× | 0.45× | ||
| Q4 24 | 0.15× | 0.34× | ||
| Q3 24 | 0.15× | 0.37× | ||
| Q2 24 | 0.15× | 0.39× | ||
| Q1 24 | 0.16× | 0.37× |
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 | $724.5M | $48.8M |
| 自由现金流经营现金流 - 资本支出 | — | $26.4M |
| 自由现金流率自由现金流/营收 | — | 13.6% |
| 资本支出强度资本支出/营收 | — | 11.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $989.0K |
8季度趋势，按日历期对齐
经营现金流ACTMCS
| Q4 25 | $724.5M | $48.8M | ||
| Q3 25 | $192.0M | $39.1M | ||
| Q2 25 | $119.5M | $31.6M | ||
| Q1 25 | $226.7M | $-35.3M | ||
| Q4 24 | $686.3M | $52.6M | ||
| Q3 24 | $188.1M | $30.5M | ||
| Q2 24 | $144.7M | $36.0M | ||
| Q1 24 | $187.3M | $-15.1M |
自由现金流ACTMCS
| Q4 25 | — | $26.4M | ||
| Q3 25 | — | $18.2M | ||
| Q2 25 | — | $14.7M | ||
| Q1 25 | — | $-58.3M | ||
| Q4 24 | — | $27.1M | ||
| Q3 24 | — | $12.0M | ||
| Q2 24 | — | $16.1M | ||
| Q1 24 | — | $-30.5M |
自由现金流率ACTMCS
| Q4 25 | — | 13.6% | ||
| Q3 25 | — | 8.7% | ||
| Q2 25 | — | 7.1% | ||
| Q1 25 | — | -39.2% | ||
| Q4 24 | — | 14.4% | ||
| Q3 24 | — | 5.2% | ||
| Q2 24 | — | 9.2% | ||
| Q1 24 | — | -22.0% |
资本支出强度ACTMCS
| Q4 25 | — | 11.6% | ||
| Q3 25 | — | 9.9% | ||
| Q2 25 | — | 8.2% | ||
| Q1 25 | — | 15.5% | ||
| Q4 24 | — | 13.5% | ||
| Q3 24 | — | 7.9% | ||
| Q2 24 | — | 11.3% | ||
| Q1 24 | — | 11.1% |
现金转化率ACTMCS
| Q4 25 | — | — | ||
| Q3 25 | — | 2.41× | ||
| Q2 25 | — | 4.32× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 53.31× | ||
| Q3 24 | — | 1.31× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ACT
暂无分部数据
MCS
| Theatres | $123.1M | 64% |
| Concessions | $51.0M | 26% |
| Food And Beverage | $21.2M | 11% |
