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AvalonBay Communities（AVB）与Datadog（DDOG）财务数据对比。点击上方公司名可切换其他公司
Datadog的季度营收约是AvalonBay Communities的1.2倍（$953.2M vs $767.9M），AvalonBay Communities净利率更高（9040.6% vs 4.9%，领先9035.7%），Datadog同比增速更快（29.2% vs 3.7%），AvalonBay Communities自由现金流更多（$1.4B vs $318.2M），过去两年Datadog的营收复合增速更高（24.9% vs 3.8%）
AvalonBay Communities是一家公开上市的房地产投资信托（REIT），核心业务聚焦公寓类不动产的投资与运营，旗下持有并管理大量区位优质的公寓项目，为租户提供高品质居住服务，在北美住宅地产投资领域拥有较高知名度。
Datadog是一家美国企业，为云级应用提供可观测性服务，旗下SaaS数据分析平台可实现对服务器、数据库、各类工具及服务的统一监控。公司成立并总部位于纽约，目前在纳斯达克证券交易所公开上市。
AVB vs DDOG — 直观对比
营收规模更大
DDOG
是对方的1.2倍
$767.9M
营收增速更快
DDOG
高出25.5%
3.7%
净利率更高
AVB
高出9035.7%
4.9%
自由现金流更多
AVB
多$1.1B
$318.2M
两年增速更快
DDOG
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $953.2M |
| 净利润 | $166.0M | $46.6M |
| 毛利率 | — | 80.4% |
| 营业利润率 | 64.2% | 1.0% |
| 净利率 | 9040.6% | 4.9% |
| 营收同比 | 3.7% | 29.2% |
| 净利润同比 | -41.2% | 2.1% |
| 每股收益（稀释后） | $1.18 | $0.13 |
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AVBDDOG
| Q4 25 | $767.9M | $953.2M | ||
| Q3 25 | $766.8M | $885.7M | ||
| Q2 25 | $760.2M | $826.8M | ||
| Q1 25 | $745.9M | $761.6M | ||
| Q4 24 | $740.5M | $737.7M | ||
| Q3 24 | $734.3M | $690.0M | ||
| Q2 24 | $726.0M | $645.3M | ||
| Q1 24 | $712.9M | $611.3M |
净利润AVBDDOG
| Q4 25 | $166.0M | $46.6M | ||
| Q3 25 | $381.3M | $33.9M | ||
| Q2 25 | $268.7M | $2.6M | ||
| Q1 25 | $236.6M | $24.6M | ||
| Q4 24 | $282.1M | $45.6M | ||
| Q3 24 | $372.5M | $51.7M | ||
| Q2 24 | $253.9M | $43.8M | ||
| Q1 24 | $173.4M | $42.6M |
毛利率AVBDDOG
| Q4 25 | — | 80.4% | ||
| Q3 25 | — | 80.1% | ||
| Q2 25 | — | 79.9% | ||
| Q1 25 | — | 79.3% | ||
| Q4 24 | — | 80.5% | ||
| Q3 24 | — | 80.0% | ||
| Q2 24 | — | 80.9% | ||
| Q1 24 | — | 82.0% |
营业利润率AVBDDOG
| Q4 25 | 64.2% | 1.0% | ||
| Q3 25 | 65.7% | -0.7% | ||
| Q2 25 | 67.6% | -4.3% | ||
| Q1 25 | 68.5% | -1.6% | ||
| Q4 24 | 63.1% | 1.3% | ||
| Q3 24 | 65.4% | 2.9% | ||
| Q2 24 | 66.6% | 2.0% | ||
| Q1 24 | 67.2% | 2.0% |
净利率AVBDDOG
| Q4 25 | 9040.6% | 4.9% | ||
| Q3 25 | 49.7% | 3.8% | ||
| Q2 25 | 35.3% | 0.3% | ||
| Q1 25 | 31.7% | 3.2% | ||
| Q4 24 | 38.1% | 6.2% | ||
| Q3 24 | 50.7% | 7.5% | ||
| Q2 24 | 35.0% | 6.8% | ||
| Q1 24 | 24.3% | 7.0% |
每股收益（稀释后）AVBDDOG
| Q4 25 | $1.18 | $0.13 | ||
| Q3 25 | $2.68 | $0.10 | ||
| Q2 25 | $1.88 | $0.01 | ||
| Q1 25 | $1.66 | $0.07 | ||
| Q4 24 | $1.99 | $0.14 | ||
| Q3 24 | $2.61 | $0.14 | ||
| Q2 24 | $1.78 | $0.12 | ||
| Q1 24 | $1.22 | $0.12 |
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 | $187.2M | $401.3M |
| 总债务越低越好 | $9.3B | — |
| 股东权益账面价值 | $11.6B | $3.7B |
| 总资产 | $22.2B | $6.6B |
| 负债/权益比越低杠杆越低 | 0.80× | — |
8季度趋势，按日历期对齐
现金及短期投资AVBDDOG
| Q4 25 | $187.2M | $401.3M | ||
| Q3 25 | $123.3M | $540.6M | ||
| Q2 25 | $102.8M | $489.0M | ||
| Q1 25 | $53.3M | $1.1B | ||
| Q4 24 | $108.6M | $1.2B | ||
| Q3 24 | $552.4M | $337.4M | ||
| Q2 24 | $545.8M | $411.0M | ||
| Q1 24 | $287.9M | $282.2M |
总债务AVBDDOG
| Q4 25 | $9.3B | — | ||
| Q3 25 | $8.7B | — | ||
| Q2 25 | $8.7B | — | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.4B | — | ||
| Q2 24 | $8.4B | — | ||
| Q1 24 | $8.0B | — |
股东权益AVBDDOG
| Q4 25 | $11.6B | $3.7B | ||
| Q3 25 | $11.9B | $3.4B | ||
| Q2 25 | $11.9B | $3.2B | ||
| Q1 25 | $11.9B | $2.9B | ||
| Q4 24 | $11.9B | $2.7B | ||
| Q3 24 | $11.9B | $2.6B | ||
| Q2 24 | $11.7B | $2.4B | ||
| Q1 24 | $11.7B | $2.2B |
总资产AVBDDOG
| Q4 25 | $22.2B | $6.6B | ||
| Q3 25 | $21.9B | $6.1B | ||
| Q2 25 | $21.8B | $5.8B | ||
| Q1 25 | $21.2B | $6.0B | ||
| Q4 24 | $21.0B | $5.8B | ||
| Q3 24 | $21.3B | $4.6B | ||
| Q2 24 | $21.0B | $4.4B | ||
| Q1 24 | $20.6B | $4.1B |
负债/权益比AVBDDOG
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.68× | — |
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 | $1.7B | $327.1M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $318.2M |
| 自由现金流率自由现金流/营收 | 183.5% | 33.4% |
| 资本支出强度资本支出/营收 | 34.1% | 0.9% |
| 现金转化率经营现金流/净利润 | 10.07× | 7.02× |
| 过去12个月自由现金流最近4个季度 | $2.5B | $1.0B |
8季度趋势，按日历期对齐
经营现金流AVBDDOG
| Q4 25 | $1.7B | $327.1M | ||
| Q3 25 | $477.0M | $251.5M | ||
| Q2 25 | $377.8M | $200.1M | ||
| Q1 25 | $415.9M | $271.5M | ||
| Q4 24 | $1.6B | $265.2M | ||
| Q3 24 | $486.2M | $228.7M | ||
| Q2 24 | $380.0M | $164.4M | ||
| Q1 24 | $412.9M | $212.3M |
自由现金流AVBDDOG
| Q4 25 | $1.4B | $318.2M | ||
| Q3 25 | $402.2M | $234.7M | ||
| Q2 25 | $317.1M | $184.9M | ||
| Q1 25 | $367.5M | $262.8M | ||
| Q4 24 | $1.4B | $257.5M | ||
| Q3 24 | $434.2M | $220.3M | ||
| Q2 24 | $333.0M | $160.0M | ||
| Q1 24 | $375.4M | $198.1M |
自由现金流率AVBDDOG
| Q4 25 | 183.5% | 33.4% | ||
| Q3 25 | 52.5% | 26.5% | ||
| Q2 25 | 41.7% | 22.4% | ||
| Q1 25 | 49.3% | 34.5% | ||
| Q4 24 | 191.0% | 34.9% | ||
| Q3 24 | 59.1% | 31.9% | ||
| Q2 24 | 45.9% | 24.8% | ||
| Q1 24 | 52.7% | 32.4% |
资本支出强度AVBDDOG
| Q4 25 | 34.1% | 0.9% | ||
| Q3 25 | 9.8% | 1.9% | ||
| Q2 25 | 8.0% | 1.8% | ||
| Q1 25 | 6.5% | 1.1% | ||
| Q4 24 | 26.1% | 1.1% | ||
| Q3 24 | 7.1% | 1.2% | ||
| Q2 24 | 6.5% | 0.7% | ||
| Q1 24 | 5.3% | 2.3% |
现金转化率AVBDDOG
| Q4 25 | 10.07× | 7.02× | ||
| Q3 25 | 1.25× | 7.42× | ||
| Q2 25 | 1.41× | 75.58× | ||
| Q1 25 | 1.76× | 11.02× | ||
| Q4 24 | 5.70× | 5.82× | ||
| Q3 24 | 1.31× | 4.42× | ||
| Q2 24 | 1.50× | 3.75× | ||
| Q1 24 | 2.38× | 4.98× |
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
AVB
暂无分部数据
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
