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American Homes 4 Rent（AMH）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是American Homes 4 Rent的1.4倍（$622.0M vs $455.0M），Royalty Pharma plc净利率更高（34.4% vs 31.7%，领先2.7%），Royalty Pharma plc同比增速更快（4.8% vs 4.2%），过去两年Royalty Pharma plc的营收复合增速更高（4.6% vs 3.6%）
AMH（American Homes 4 Rent）是总部位于美国内华达州拉斯维加斯的住宅房地产投资信托基金，主打单户住宅租赁业务。截至2019年12月31日，公司在全美22个州共持有52552套住宅，资产主要集中在亚特兰大、达拉斯-沃斯堡及北卡罗来纳州夏洛特地区。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
AMH vs RPRX — 直观对比
营收规模更大
RPRX
是对方的1.4倍
$455.0M
营收增速更快
RPRX
高出0.6%
4.2%
净利率更高
RPRX
高出2.7%
31.7%
两年增速更快
RPRX
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $622.0M |
| 净利润 | $144.3M | $214.2M |
| 毛利率 | — | — |
| 营业利润率 | — | 62.4% |
| 净利率 | 31.7% | 34.4% |
| 营收同比 | 4.2% | 4.8% |
| 净利润同比 | 0.3% | 2.9% |
| 每股收益（稀释后） | $0.33 | $0.49 |
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AMHRPRX
| Q4 25 | $455.0M | $622.0M | ||
| Q3 25 | $478.5M | $609.3M | ||
| Q2 25 | $457.5M | $578.7M | ||
| Q1 25 | $459.3M | $568.2M | ||
| Q4 24 | $436.6M | $593.6M | ||
| Q3 24 | $445.1M | $564.7M | ||
| Q2 24 | $423.5M | $537.3M | ||
| Q1 24 | $423.6M | $568.0M |
净利润AMHRPRX
| Q4 25 | $144.3M | $214.2M | ||
| Q3 25 | $116.8M | $288.2M | ||
| Q2 25 | $123.6M | $30.2M | ||
| Q1 25 | $128.7M | $238.3M | ||
| Q4 24 | $143.9M | $208.2M | ||
| Q3 24 | $87.6M | $544.0M | ||
| Q2 24 | $108.5M | $102.0M | ||
| Q1 24 | $128.1M | $4.8M |
营业利润率AMHRPRX
| Q4 25 | — | 62.4% | ||
| Q3 25 | — | 70.1% | ||
| Q2 25 | — | 36.3% | ||
| Q1 25 | — | 94.0% | ||
| Q4 24 | — | 60.9% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 50.2% | ||
| Q1 24 | — | -13.0% |
净利率AMHRPRX
| Q4 25 | 31.7% | 34.4% | ||
| Q3 25 | 24.4% | 47.3% | ||
| Q2 25 | 27.0% | 5.2% | ||
| Q1 25 | 28.0% | 41.9% | ||
| Q4 24 | 33.0% | 35.1% | ||
| Q3 24 | 19.7% | 96.3% | ||
| Q2 24 | 25.6% | 19.0% | ||
| Q1 24 | 30.2% | 0.8% |
每股收益（稀释后）AMHRPRX
| Q4 25 | $0.33 | $0.49 | ||
| Q3 25 | $0.27 | $0.67 | ||
| Q2 25 | $0.28 | $0.07 | ||
| Q1 25 | $0.30 | $0.55 | ||
| Q4 24 | $0.33 | $0.46 | ||
| Q3 24 | $0.20 | $1.21 | ||
| Q2 24 | $0.25 | $0.23 | ||
| Q1 24 | $0.30 | $0.01 |
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 | $108.5M | $618.7M |
| 总债务越低越好 | $5.1B | $9.0B |
| 股东权益账面价值 | $7.0B | $9.7B |
| 总资产 | $13.2B | $19.6B |
| 负债/权益比越低杠杆越低 | 0.72× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资AMHRPRX
| Q4 25 | $108.5M | $618.7M | ||
| Q3 25 | $45.6M | $938.9M | ||
| Q2 25 | $323.3M | $631.9M | ||
| Q1 25 | $69.7M | $1.1B | ||
| Q4 24 | $199.4M | $929.0M | ||
| Q3 24 | $162.5M | $950.1M | ||
| Q2 24 | $718.4M | $1.8B | ||
| Q1 24 | $124.8M | $843.0M |
总债务AMHRPRX
| Q4 25 | $5.1B | $9.0B | ||
| Q3 25 | $4.8B | $8.9B | ||
| Q2 25 | $5.2B | $8.0B | ||
| Q1 25 | $4.9B | $7.6B | ||
| Q4 24 | $5.0B | $7.6B | ||
| Q3 24 | $4.5B | $7.6B | ||
| Q2 24 | $5.0B | $7.6B | ||
| Q1 24 | $4.5B | $6.1B |
股东权益AMHRPRX
| Q4 25 | $7.0B | $9.7B | ||
| Q3 25 | $7.2B | $9.6B | ||
| Q2 25 | $7.2B | $9.5B | ||
| Q1 25 | $7.2B | $9.8B | ||
| Q4 24 | $7.2B | $10.3B | ||
| Q3 24 | $7.0B | $10.3B | ||
| Q2 24 | $7.0B | $9.8B | ||
| Q1 24 | $7.0B | $9.9B |
总资产AMHRPRX
| Q4 25 | $13.2B | $19.6B | ||
| Q3 25 | $13.3B | $19.3B | ||
| Q2 25 | $13.6B | $18.3B | ||
| Q1 25 | $13.3B | $17.6B | ||
| Q4 24 | $13.4B | $18.2B | ||
| Q3 24 | $12.8B | $18.0B | ||
| Q2 24 | $13.3B | $17.7B | ||
| Q1 24 | $12.8B | $16.1B |
负债/权益比AMHRPRX
| Q4 25 | 0.72× | 0.92× | ||
| Q3 25 | 0.68× | 0.93× | ||
| Q2 25 | 0.72× | 0.84× | ||
| Q1 25 | 0.69× | 0.78× | ||
| Q4 24 | 0.70× | 0.74× | ||
| Q3 24 | 0.64× | 0.74× | ||
| Q2 24 | 0.71× | 0.78× | ||
| Q1 24 | 0.64× | 0.62× |
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 | $864.3M | $827.1M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | — |
| 自由现金流率自由现金流/营收 | 181.0% | — |
| 资本支出强度资本支出/营收 | 8.9% | — |
| 现金转化率经营现金流/净利润 | 5.99× | 3.86× |
| 过去12个月自由现金流最近4个季度 | $1.5B | — |
8季度趋势，按日历期对齐
经营现金流AMHRPRX
| Q4 25 | $864.3M | $827.1M | ||
| Q3 25 | $223.3M | $702.6M | ||
| Q2 25 | $271.9M | $364.0M | ||
| Q1 25 | $223.4M | $596.1M | ||
| Q4 24 | $811.5M | $742.5M | ||
| Q3 24 | $233.6M | $703.6M | ||
| Q2 24 | $274.0M | $658.2M | ||
| Q1 24 | $201.8M | $664.6M |
自由现金流AMHRPRX
| Q4 25 | $823.7M | — | ||
| Q3 25 | $214.5M | — | ||
| Q2 25 | $257.7M | — | ||
| Q1 25 | $215.9M | — | ||
| Q4 24 | $777.5M | — | ||
| Q3 24 | $225.3M | — | ||
| Q2 24 | $263.3M | — | ||
| Q1 24 | $191.0M | — |
自由现金流率AMHRPRX
| Q4 25 | 181.0% | — | ||
| Q3 25 | 44.8% | — | ||
| Q2 25 | 56.3% | — | ||
| Q1 25 | 47.0% | — | ||
| Q4 24 | 178.1% | — | ||
| Q3 24 | 50.6% | — | ||
| Q2 24 | 62.2% | — | ||
| Q1 24 | 45.1% | — |
资本支出强度AMHRPRX
| Q4 25 | 8.9% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 2.5% | — | ||
| Q1 24 | 2.6% | — |
现金转化率AMHRPRX
| Q4 25 | 5.99× | 3.86× | ||
| Q3 25 | 1.91× | 2.44× | ||
| Q2 25 | 2.20× | 12.06× | ||
| Q1 25 | 1.74× | 2.50× | ||
| Q4 24 | 5.64× | 3.57× | ||
| Q3 24 | 2.67× | 1.29× | ||
| Q2 24 | 2.52× | 6.45× | ||
| Q1 24 | 1.58× | 139.10× |
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
AMH
暂无分部数据
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
