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Angel Oak Mortgage REIT, Inc.（AOMR）与Digimarc CORP（DMRC）财务数据对比。点击上方公司名可切换其他公司
Angel Oak Mortgage REIT, Inc.的季度营收约是Digimarc CORP的1.2倍（$10.9M vs $8.9M），Angel Oak Mortgage REIT, Inc.净利率更高（103.9% vs -47.2%，领先151.1%），Angel Oak Mortgage REIT, Inc.同比增速更快（10.4% vs 2.9%），过去两年Angel Oak Mortgage REIT, Inc.的营收复合增速更高（12.7% vs -5.3%）
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。
迪吉马克公司是一家企业软件与服务提供商，其主打产品包含带数字标识符的软件，主要用于解决防伪问题、验证产品真伪、提升回收准确性以及实现供应链可追溯，产品可广泛应用于服装、快消品、美妆健康、汽车等多个行业领域。
AOMR vs DMRC — 直观对比
营收规模更大
AOMR
是对方的1.2倍
$8.9M
营收增速更快
AOMR
高出7.6%
2.9%
净利率更高
AOMR
高出151.1%
-47.2%
两年增速更快
AOMR
近两年复合增速
-5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $10.9M | $8.9M |
| 净利润 | $11.3M | $-4.2M |
| 毛利率 | — | 63.5% |
| 营业利润率 | — | -48.2% |
| 净利率 | 103.9% | -47.2% |
| 营收同比 | 10.4% | 2.9% |
| 净利润同比 | 175.2% | 51.4% |
| 每股收益（稀释后） | $0.44 | $-0.18 |
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AOMRDMRC
| Q4 25 | $10.9M | $8.9M | ||
| Q3 25 | $10.2M | $7.6M | ||
| Q2 25 | $9.9M | $8.0M | ||
| Q1 25 | $10.1M | $9.4M | ||
| Q4 24 | $9.9M | $8.7M | ||
| Q3 24 | $9.0M | $9.4M | ||
| Q2 24 | $9.5M | $10.4M | ||
| Q1 24 | $8.6M | $9.9M |
净利润AOMRDMRC
| Q4 25 | $11.3M | $-4.2M | ||
| Q3 25 | $11.4M | $-8.2M | ||
| Q2 25 | $767.0K | $-8.2M | ||
| Q1 25 | $20.5M | $-11.7M | ||
| Q4 24 | $-15.1M | $-8.6M | ||
| Q3 24 | $31.2M | $-10.8M | ||
| Q2 24 | $-273.0K | $-9.3M | ||
| Q1 24 | $12.9M | $-10.3M |
毛利率AOMRDMRC
| Q4 25 | — | 63.5% | ||
| Q3 25 | — | 58.3% | ||
| Q2 25 | — | 58.8% | ||
| Q1 25 | — | 65.0% | ||
| Q4 24 | — | 60.8% | ||
| Q3 24 | — | 62.4% | ||
| Q2 24 | — | 66.1% | ||
| Q1 24 | — | 62.5% |
营业利润率AOMRDMRC
| Q4 25 | — | -48.2% | ||
| Q3 25 | — | -109.7% | ||
| Q2 25 | 7.7% | -105.2% | ||
| Q1 25 | — | -128.9% | ||
| Q4 24 | -152.6% | -105.1% | ||
| Q3 24 | — | -120.4% | ||
| Q2 24 | -1.4% | -96.2% | ||
| Q1 24 | — | -109.2% |
净利率AOMRDMRC
| Q4 25 | 103.9% | -47.2% | ||
| Q3 25 | 112.1% | -106.9% | ||
| Q2 25 | 7.7% | -102.6% | ||
| Q1 25 | 203.5% | -125.2% | ||
| Q4 24 | -152.6% | -99.9% | ||
| Q3 24 | 345.9% | -113.9% | ||
| Q2 24 | -2.9% | -89.3% | ||
| Q1 24 | 150.1% | -104.0% |
每股收益（稀释后）AOMRDMRC
| Q4 25 | $0.44 | $-0.18 | ||
| Q3 25 | $0.46 | $-0.38 | ||
| Q2 25 | $0.03 | $-0.38 | ||
| Q1 25 | $0.87 | $-0.55 | ||
| Q4 24 | $-0.62 | $-0.40 | ||
| Q3 24 | $1.29 | $-0.50 | ||
| Q2 24 | $-0.01 | $-0.43 | ||
| Q1 24 | $0.51 | $-0.50 |
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 | $12.9M |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $267.5M | $40.2M |
| 总资产 | $2.7B | $53.0M |
| 负债/权益比越低杠杆越低 | 8.51× | — |
8季度趋势，按日历期对齐
现金及短期投资AOMRDMRC
| Q4 25 | $41.6M | $12.9M | ||
| Q3 25 | $51.6M | $12.6M | ||
| Q2 25 | $40.5M | $16.1M | ||
| Q1 25 | $38.7M | $21.6M | ||
| Q4 24 | $40.8M | $28.7M | ||
| Q3 24 | $42.1M | $33.7M | ||
| Q2 24 | $44.0M | $41.5M | ||
| Q1 24 | $39.4M | $48.9M |
总债务AOMRDMRC
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AOMRDMRC
| Q4 25 | $267.5M | $40.2M | ||
| Q3 25 | $264.2M | $41.4M | ||
| Q2 25 | $246.4M | $46.5M | ||
| Q1 25 | $251.5M | $50.0M | ||
| Q4 24 | $239.0M | $61.4M | ||
| Q3 24 | $265.1M | $70.2M | ||
| Q2 24 | $255.8M | $77.2M | ||
| Q1 24 | $263.3M | $84.5M |
总资产AOMRDMRC
| Q4 25 | $2.7B | $53.0M | ||
| Q3 25 | $2.6B | $55.4M | ||
| Q2 25 | $2.6B | $60.7M | ||
| Q1 25 | $2.7B | $66.5M | ||
| Q4 24 | $2.3B | $75.8M | ||
| Q3 24 | $2.3B | $85.0M | ||
| Q2 24 | $2.1B | $93.4M | ||
| Q1 24 | $2.3B | $99.7M |
负债/权益比AOMRDMRC
| Q4 25 | 8.51× | — | ||
| Q3 25 | 8.37× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 7.62× | — | ||
| 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 | $-407.0M | $991.0K |
| 自由现金流经营现金流 - 资本支出 | — | $895.0K |
| 自由现金流率自由现金流/营收 | — | 10.0% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | -35.96× | — |
| 过去12个月自由现金流最近4个季度 | — | $-12.3M |
8季度趋势，按日历期对齐
经营现金流AOMRDMRC
| Q4 25 | $-407.0M | $991.0K | ||
| Q3 25 | $-173.4M | $-2.6M | ||
| Q2 25 | $20.6M | $-4.7M | ||
| Q1 25 | $-201.7M | $-5.5M | ||
| Q4 24 | $-221.5M | $-4.2M | ||
| Q3 24 | $-212.4M | $-7.1M | ||
| Q2 24 | $-24.2M | $-6.8M | ||
| Q1 24 | $40.2M | $-8.4M |
自由现金流AOMRDMRC
| Q4 25 | — | $895.0K | ||
| Q3 25 | — | $-2.8M | ||
| Q2 25 | — | $-4.9M | ||
| Q1 25 | — | $-5.5M | ||
| Q4 24 | — | $-4.2M | ||
| Q3 24 | — | $-7.2M | ||
| Q2 24 | — | $-6.9M | ||
| Q1 24 | — | $-8.5M |
自由现金流率AOMRDMRC
| Q4 25 | — | 10.0% | ||
| Q3 25 | — | -36.9% | ||
| Q2 25 | — | -61.0% | ||
| Q1 25 | — | -59.1% | ||
| Q4 24 | — | -49.1% | ||
| Q3 24 | — | -75.7% | ||
| Q2 24 | — | -66.1% | ||
| Q1 24 | — | -85.8% |
资本支出强度AOMRDMRC
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | 1.1% |
现金转化率AOMRDMRC
| Q4 25 | -35.96× | — | ||
| Q3 25 | -15.19× | — | ||
| Q2 25 | 26.92× | — | ||
| Q1 25 | -9.83× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -6.81× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 3.12× | — |
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
| Nonrelated Party | $6.4M | 59% |
| Other | $4.5M | 41% |
DMRC
| Subscription | $5.3M | 60% |
| The Government | $3.6M | 41% |
