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Angel Oak Mortgage REIT, Inc.（AOMR）与CoStar Group（CSGP）财务数据对比。点击上方公司名可切换其他公司
CoStar Group的季度营收约是Angel Oak Mortgage REIT, Inc.的82.6倍（$899.9M vs $10.9M）。Angel Oak Mortgage REIT, Inc.净利率更高（103.9% vs 5.2%，领先98.7%）。CoStar Group同比增速更快（26.9% vs 10.4%）。过去两年CoStar Group的营收复合增速更高（17.1% vs 12.7%）
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。
CoStar Group是1987年成立的美国商业地产服务商，总部位于弗吉尼亚州阿灵顿，业务覆盖北美、欧洲地区，为商业地产行业提供信息、分析及营销解决方案，旗下运营CoStar线上数据库、新闻网站及Apartments.com、Homes.com等多个线上平台。
AOMR vs CSGP — 直观对比
营收规模更大
CSGP
是对方的82.6倍
$10.9M
营收增速更快
CSGP
高出16.4%
10.4%
净利率更高
AOMR
高出98.7%
5.2%
两年增速更快
CSGP
近两年复合增速
12.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $10.9M | $899.9M |
| 净利润 | $11.3M | $46.5M |
| 毛利率 | — | 78.6% |
| 营业利润率 | — | 5.5% |
| 净利率 | 103.9% | 5.2% |
| 营收同比 | 10.4% | 26.9% |
| 净利润同比 | 175.2% | -22.2% |
| 每股收益（稀释后） | $0.44 | $0.12 |
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AOMRCSGP
| Q4 25 | $10.9M | $899.9M | ||
| Q3 25 | $10.2M | $833.6M | ||
| Q2 25 | $9.9M | $781.3M | ||
| Q1 25 | $10.1M | $732.2M | ||
| Q4 24 | $9.9M | $709.4M | ||
| Q3 24 | $9.0M | $692.6M | ||
| Q2 24 | $9.5M | $677.8M | ||
| Q1 24 | $8.6M | $656.4M |
净利润AOMRCSGP
| Q4 25 | $11.3M | $46.5M | ||
| Q3 25 | $11.4M | $-30.9M | ||
| Q2 25 | $767.0K | $6.2M | ||
| Q1 25 | $20.5M | $-14.8M | ||
| Q4 24 | $-15.1M | $59.8M | ||
| Q3 24 | $31.2M | $53.0M | ||
| Q2 24 | $-273.0K | $19.2M | ||
| Q1 24 | $12.9M | $6.7M |
毛利率AOMRCSGP
| Q4 25 | — | 78.6% | ||
| Q3 25 | — | 79.3% | ||
| Q2 25 | — | 78.5% | ||
| Q1 25 | — | 79.1% | ||
| Q4 24 | — | 80.1% | ||
| Q3 24 | — | 79.7% | ||
| Q2 24 | — | 80.0% | ||
| Q1 24 | — | 78.5% |
营业利润率AOMRCSGP
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | -6.1% | ||
| Q2 25 | 7.7% | -3.5% | ||
| Q1 25 | — | -5.8% | ||
| Q4 24 | -152.6% | 5.6% | ||
| Q3 24 | — | 3.4% | ||
| Q2 24 | -1.4% | -2.4% | ||
| Q1 24 | — | -6.5% |
净利率AOMRCSGP
| Q4 25 | 103.9% | 5.2% | ||
| Q3 25 | 112.1% | -3.7% | ||
| Q2 25 | 7.7% | 0.8% | ||
| Q1 25 | 203.5% | -2.0% | ||
| Q4 24 | -152.6% | 8.4% | ||
| Q3 24 | 345.9% | 7.7% | ||
| Q2 24 | -2.9% | 2.8% | ||
| Q1 24 | 150.1% | 1.0% |
每股收益（稀释后）AOMRCSGP
| Q4 25 | $0.44 | $0.12 | ||
| Q3 25 | $0.46 | $-0.07 | ||
| Q2 25 | $0.03 | $0.01 | ||
| Q1 25 | $0.87 | $-0.04 | ||
| Q4 24 | $-0.62 | $0.14 | ||
| Q3 24 | $1.29 | $0.13 | ||
| Q2 24 | $-0.01 | $0.05 | ||
| Q1 24 | $0.51 | $0.02 |
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 | $41.6M | $1.6B |
| 总债务越低越好 | $2.3B | $140.0M |
| 股东权益账面价值 | $267.5M | $8.3B |
| 总资产 | $2.7B | $10.5B |
| 负债/权益比越低杠杆越低 | 8.51× | 0.02× |
8季度趋势，按日历期对齐
现金及短期投资AOMRCSGP
| Q4 25 | $41.6M | $1.6B | ||
| Q3 25 | $51.6M | $1.9B | ||
| Q2 25 | $40.5M | $3.6B | ||
| Q1 25 | $38.7M | $3.7B | ||
| Q4 24 | $40.8M | $4.7B | ||
| Q3 24 | $42.1M | — | ||
| Q2 24 | $44.0M | — | ||
| Q1 24 | $39.4M | — |
总债务AOMRCSGP
| Q4 25 | $2.3B | $140.0M | ||
| Q3 25 | $2.2B | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | $1.8B | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B | ||
| Q1 24 | — | $1.0B |
股东权益AOMRCSGP
| Q4 25 | $267.5M | $8.3B | ||
| Q3 25 | $264.2M | $8.6B | ||
| Q2 25 | $246.4M | $8.6B | ||
| Q1 25 | $251.5M | $8.6B | ||
| Q4 24 | $239.0M | $7.6B | ||
| Q3 24 | $265.1M | $7.5B | ||
| Q2 24 | $255.8M | $7.4B | ||
| Q1 24 | $263.3M | $7.3B |
总资产AOMRCSGP
| Q4 25 | $2.7B | $10.5B | ||
| Q3 25 | $2.6B | $10.8B | ||
| Q2 25 | $2.6B | $10.5B | ||
| Q1 25 | $2.7B | $10.4B | ||
| Q4 24 | $2.3B | $9.3B | ||
| Q3 24 | $2.3B | $9.1B | ||
| Q2 24 | $2.1B | $9.1B | ||
| Q1 24 | $2.3B | $9.0B |
负债/权益比AOMRCSGP
| Q4 25 | 8.51× | 0.02× | ||
| Q3 25 | 8.37× | 0.12× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | 7.62× | 0.13× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.14× |
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 | $-52.5M | $162.1M |
| 自由现金流经营现金流 - 资本支出 | — | $101.3M |
| 自由现金流率自由现金流/营收 | — | 11.3% |
| 资本支出强度资本支出/营收 | — | 6.8% |
| 现金转化率经营现金流/净利润 | -4.64× | 3.49× |
| 过去12个月自由现金流最近4个季度 | — | $123.0M |
8季度趋势，按日历期对齐
经营现金流AOMRCSGP
| Q4 25 | $-52.5M | $162.1M | ||
| Q3 25 | $-173.4M | $68.2M | ||
| Q2 25 | $20.6M | $146.5M | ||
| Q1 25 | $-201.7M | $53.2M | ||
| Q4 24 | $-25.1M | $94.6M | ||
| Q3 24 | $-212.4M | $100.3M | ||
| Q2 24 | $-24.2M | $58.1M | ||
| Q1 24 | $40.2M | $139.6M |
自由现金流AOMRCSGP
| Q4 25 | — | $101.3M | ||
| Q3 25 | — | $-5.5M | ||
| Q2 25 | — | $27.7M | ||
| Q1 25 | — | $-500.0K | ||
| Q4 24 | — | $25.2M | ||
| Q3 24 | — | $40.2M | ||
| Q2 24 | — | $-14.7M | ||
| Q1 24 | — | $-237.1M |
自由现金流率AOMRCSGP
| Q4 25 | — | 11.3% | ||
| Q3 25 | — | -0.7% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | -0.1% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 5.8% | ||
| Q2 24 | — | -2.2% | ||
| Q1 24 | — | -36.1% |
资本支出强度AOMRCSGP
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | — | 15.2% | ||
| Q1 25 | — | 7.3% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | — | 8.7% | ||
| Q2 24 | — | 10.7% | ||
| Q1 24 | — | 57.4% |
现金转化率AOMRCSGP
| Q4 25 | -4.64× | 3.49× | ||
| Q3 25 | -15.19× | — | ||
| Q2 25 | 26.92× | 23.63× | ||
| Q1 25 | -9.83× | — | ||
| Q4 24 | — | 1.58× | ||
| Q3 24 | -6.81× | 1.89× | ||
| Q2 24 | — | 3.03× | ||
| Q1 24 | 3.12× | 20.84× |
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
暂无分部数据
CSGP
| Co Star | $503.8M | 56% |
| Other | $283.0M | 31% |
| Loop Net | $94.7M | 11% |
