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Angel Oak Mortgage REIT, Inc.(AOMR)与Alexandria Real Estate Equities(ARE)财务数据对比。点击上方公司名可切换其他公司

Alexandria Real Estate Equities的季度营收约是Angel Oak Mortgage REIT, Inc.的69.3倍($754.4M vs $10.9M)。Angel Oak Mortgage REIT, Inc.净利率更高(103.9% vs -143.3%,领先247.2%)。Angel Oak Mortgage REIT, Inc.同比增速更快(10.4% vs -4.4%)。过去两年Angel Oak Mortgage REIT, Inc.的营收复合增速更高(12.7% vs -1.0%)

Angel Oak Mortgage REIT是一家总部位于美国的房地产投资信托公司,专注于投资和管理非机构抵押贷款支持证券、住宅抵押贷款及其他信贷关联不动产金融资产,面向美国机构与零售投资者,旨在提供有竞争力的风险调整后回报,兼顾稳定收益与长期资本增值。

Alexandria Real Estate Equities(NYSE:ARE)是标普500成分股中的城市办公类房地产投资信托,作为业内首创、运营经验最丰富的先行企业,专注于在顶级创新集群区域开发、运营生命科学、科技及农业科技协作型产业园区。截至2020年12月末,公司总市值达319亿美元,北美地区资产总面积达4970万平方英尺。

AOMR vs ARE — 直观对比

营收规模更大
ARE
ARE
是对方的69.3倍
ARE
$754.4M
$10.9M
AOMR
营收增速更快
AOMR
AOMR
高出14.8%
AOMR
10.4%
-4.4%
ARE
净利率更高
AOMR
AOMR
高出247.2%
AOMR
103.9%
-143.3%
ARE
两年增速更快
AOMR
AOMR
近两年复合增速
AOMR
12.7%
-1.0%
ARE

损益表 — Q4 2025 vs Q4 2025

指标
AOMR
AOMR
ARE
ARE
营收
$10.9M
$754.4M
净利润
$11.3M
$-1.1B
毛利率
营业利润率
净利率
103.9%
-143.3%
营收同比
10.4%
-4.4%
净利润同比
175.2%
-1636.5%
每股收益(稀释后)
$0.44
$-6.35

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
AOMR
AOMR
ARE
ARE
Q4 25
$10.9M
$754.4M
Q3 25
$10.2M
$751.9M
Q2 25
$9.9M
$762.0M
Q1 25
$10.1M
$758.2M
Q4 24
$9.9M
$788.9M
Q3 24
$9.0M
$791.6M
Q2 24
$9.5M
$766.7M
Q1 24
$8.6M
$769.1M
净利润
AOMR
AOMR
ARE
ARE
Q4 25
$11.3M
$-1.1B
Q3 25
$11.4M
$-232.8M
Q2 25
$767.0K
$-107.0M
Q1 25
$20.5M
$-8.9M
Q4 24
$-15.1M
$-62.2M
Q3 24
$31.2M
$167.9M
Q2 24
$-273.0K
$46.7M
Q1 24
$12.9M
$170.5M
营业利润率
AOMR
AOMR
ARE
ARE
Q4 25
Q3 25
Q2 25
7.7%
Q1 25
Q4 24
-152.6%
Q3 24
Q2 24
-1.4%
Q1 24
净利率
AOMR
AOMR
ARE
ARE
Q4 25
103.9%
-143.3%
Q3 25
112.1%
-31.0%
Q2 25
7.7%
-14.0%
Q1 25
203.5%
-1.2%
Q4 24
-152.6%
-7.9%
Q3 24
345.9%
21.2%
Q2 24
-2.9%
6.1%
Q1 24
150.1%
22.2%
每股收益(稀释后)
AOMR
AOMR
ARE
ARE
Q4 25
$0.44
$-6.35
Q3 25
$0.46
$-1.38
Q2 25
$0.03
$-0.64
Q1 25
$0.87
$-0.07
Q4 24
$-0.62
$-0.38
Q3 24
$1.29
$0.96
Q2 24
$-0.01
$0.25
Q1 24
$0.51
$0.97

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
AOMR
AOMR
ARE
ARE
现金及短期投资手头流动性
$41.6M
$549.1M
总债务越低越好
$2.3B
$12.4B
股东权益账面价值
$267.5M
$15.5B
总资产
$2.7B
$34.1B
负债/权益比越低杠杆越低
8.51×
0.80×

8季度趋势,按日历期对齐

现金及短期投资
AOMR
AOMR
ARE
ARE
Q4 25
$41.6M
$549.1M
Q3 25
$51.6M
$579.5M
Q2 25
$40.5M
$520.5M
Q1 25
$38.7M
$476.4M
Q4 24
$40.8M
$552.1M
Q3 24
$42.1M
$562.6M
Q2 24
$44.0M
$561.0M
Q1 24
$39.4M
$722.2M
总债务
AOMR
AOMR
ARE
ARE
Q4 25
$2.3B
$12.4B
Q3 25
$2.2B
$13.6B
Q2 25
$13.3B
Q1 25
$13.1B
Q4 24
$1.8B
$12.2B
Q3 24
$12.7B
Q2 24
$12.4B
Q1 24
$12.2B
股东权益
AOMR
AOMR
ARE
ARE
Q4 25
$267.5M
$15.5B
Q3 25
$264.2M
$16.6B
Q2 25
$246.4M
$17.2B
Q1 25
$251.5M
$17.5B
Q4 24
$239.0M
$17.9B
Q3 24
$265.1M
$18.2B
Q2 24
$255.8M
$18.3B
Q1 24
$263.3M
$18.4B
总资产
AOMR
AOMR
ARE
ARE
Q4 25
$2.7B
$34.1B
Q3 25
$2.6B
$37.4B
Q2 25
$2.6B
$37.6B
Q1 25
$2.7B
$37.6B
Q4 24
$2.3B
$37.5B
Q3 24
$2.3B
$38.5B
Q2 24
$2.1B
$37.8B
Q1 24
$2.3B
$37.7B
负债/权益比
AOMR
AOMR
ARE
ARE
Q4 25
8.51×
0.80×
Q3 25
8.37×
0.82×
Q2 25
0.77×
Q1 25
0.75×
Q4 24
7.62×
0.68×
Q3 24
0.70×
Q2 24
0.68×
Q1 24
0.66×

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
AOMR
AOMR
ARE
ARE
经营现金流最新季度
$-52.5M
$312.4M
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
-4.64×
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
AOMR
AOMR
ARE
ARE
Q4 25
$-52.5M
$312.4M
Q3 25
$-173.4M
$433.5M
Q2 25
$20.6M
$460.2M
Q1 25
$-201.7M
$207.9M
Q4 24
$-25.1M
$274.2M
Q3 24
$-212.4M
$477.4M
Q2 24
$-24.2M
$411.8M
Q1 24
$40.2M
$341.2M
现金转化率
AOMR
AOMR
ARE
ARE
Q4 25
-4.64×
Q3 25
-15.19×
Q2 25
26.92×
Q1 25
-9.83×
Q4 24
Q3 24
-6.81×
2.84×
Q2 24
8.82×
Q1 24
3.12×
2.00×

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

AOMR
AOMR

暂无分部数据

ARE
ARE

Reportable Segment Aggregation Before Other Operating Segment$707.2M94%
Other$21.7M3%

相关对比