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AvalonBay Communities（AVB）与ENSIGN GROUP, INC（ENSG）财务数据对比。点击上方公司名可切换其他公司
ENSIGN GROUP, INC的季度营收约是AvalonBay Communities的1.8倍（$1.3B vs $767.9M），AvalonBay Communities净利率更高（9040.6% vs 7.1%，领先9033.5%），ENSIGN GROUP, INC同比增速更快（19.0% vs 3.7%），过去两年ENSIGN GROUP, INC的营收复合增速更高（15.5% 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。
Ensign Energy Services Inc.是加拿大上市油田服务提供商，成立于1987年，总部位于阿尔伯塔省卡尔加里，业务覆盖北美及全球多个市场，公司普通股在多伦多证券交易所挂牌交易，交易代码为ESI。
AVB vs ENSG — 直观对比
营收规模更大
ENSG
是对方的1.8倍
$767.9M
营收增速更快
ENSG
高出15.4%
3.7%
净利率更高
AVB
高出9033.5%
7.1%
两年增速更快
ENSG
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $1.3B |
| 净利润 | $166.0M | $95.5M |
| 毛利率 | — | 20.3% |
| 营业利润率 | 64.2% | 9.2% |
| 净利率 | 9040.6% | 7.1% |
| 营收同比 | 3.7% | 19.0% |
| 净利润同比 | -41.2% | 19.8% |
| 每股收益（稀释后） | $1.18 | $1.61 |
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AVBENSG
| Q4 25 | $767.9M | $1.3B | ||
| Q3 25 | $766.8M | $1.3B | ||
| Q2 25 | $760.2M | $1.2B | ||
| Q1 25 | $745.9M | $1.2B | ||
| Q4 24 | $740.5M | $1.1B | ||
| Q3 24 | $734.3M | $1.1B | ||
| Q2 24 | $726.0M | $1.0B | ||
| Q1 24 | $712.9M | $1.0B |
净利润AVBENSG
| Q4 25 | $166.0M | $95.5M | ||
| Q3 25 | $381.3M | $83.8M | ||
| Q2 25 | $268.7M | $84.4M | ||
| Q1 25 | $236.6M | $80.3M | ||
| Q4 24 | $282.1M | $79.7M | ||
| Q3 24 | $372.5M | $78.4M | ||
| Q2 24 | $253.9M | $71.0M | ||
| Q1 24 | $173.4M | $68.8M |
毛利率AVBENSG
| Q4 25 | — | 20.3% | ||
| Q3 25 | — | 19.0% | ||
| Q2 25 | — | 20.4% | ||
| Q1 25 | — | 20.9% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | — | 20.5% | ||
| Q2 24 | — | 20.8% | ||
| Q1 24 | — | 20.9% |
营业利润率AVBENSG
| Q4 25 | 64.2% | 9.2% | ||
| Q3 25 | 65.7% | 7.5% | ||
| Q2 25 | 67.6% | 8.5% | ||
| Q1 25 | 68.5% | 8.6% | ||
| Q4 24 | 63.1% | 8.9% | ||
| Q3 24 | 65.4% | 8.3% | ||
| Q2 24 | 66.6% | 8.3% | ||
| Q1 24 | 67.2% | 8.1% |
净利率AVBENSG
| Q4 25 | 9040.6% | 7.1% | ||
| Q3 25 | 49.7% | 6.5% | ||
| Q2 25 | 35.3% | 6.9% | ||
| Q1 25 | 31.7% | 6.8% | ||
| Q4 24 | 38.1% | 7.0% | ||
| Q3 24 | 50.7% | 7.3% | ||
| Q2 24 | 35.0% | 6.9% | ||
| Q1 24 | 24.3% | 6.8% |
每股收益（稀释后）AVBENSG
| Q4 25 | $1.18 | $1.61 | ||
| Q3 25 | $2.68 | $1.42 | ||
| Q2 25 | $1.88 | $1.44 | ||
| Q1 25 | $1.66 | $1.37 | ||
| Q4 24 | $1.99 | $1.37 | ||
| Q3 24 | $2.61 | $1.34 | ||
| Q2 24 | $1.78 | $1.22 | ||
| Q1 24 | $1.22 | $1.19 |
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 | $572.4M |
| 总债务越低越好 | $9.3B | $144.4M |
| 股东权益账面价值 | $11.6B | $2.2B |
| 总资产 | $22.2B | $5.5B |
| 负债/权益比越低杠杆越低 | 0.80× | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资AVBENSG
| Q4 25 | $187.2M | $572.4M | ||
| Q3 25 | $123.3M | $506.3M | ||
| Q2 25 | $102.8M | $418.4M | ||
| Q1 25 | $53.3M | $344.5M | ||
| Q4 24 | $108.6M | $526.9M | ||
| Q3 24 | $552.4M | $571.0M | ||
| Q2 24 | $545.8M | $501.5M | ||
| Q1 24 | $287.9M | $526.3M |
总债务AVBENSG
| Q4 25 | $9.3B | $144.4M | ||
| Q3 25 | $8.7B | — | ||
| Q2 25 | $8.7B | — | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.1B | $148.4M | ||
| Q3 24 | $8.4B | — | ||
| Q2 24 | $8.4B | — | ||
| Q1 24 | $8.0B | — |
股东权益AVBENSG
| Q4 25 | $11.6B | $2.2B | ||
| Q3 25 | $11.9B | $2.1B | ||
| Q2 25 | $11.9B | $2.0B | ||
| Q1 25 | $11.9B | $1.9B | ||
| Q4 24 | $11.9B | $1.8B | ||
| Q3 24 | $11.9B | $1.7B | ||
| Q2 24 | $11.7B | $1.7B | ||
| Q1 24 | $11.7B | $1.6B |
总资产AVBENSG
| Q4 25 | $22.2B | $5.5B | ||
| Q3 25 | $21.9B | $5.2B | ||
| Q2 25 | $21.8B | $4.9B | ||
| Q1 25 | $21.2B | $4.8B | ||
| Q4 24 | $21.0B | $4.7B | ||
| Q3 24 | $21.3B | $4.6B | ||
| Q2 24 | $21.0B | $4.4B | ||
| Q1 24 | $20.6B | $4.3B |
负债/权益比AVBENSG
| Q4 25 | 0.80× | 0.06× | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.68× | 0.08× | ||
| 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 | $183.3M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | — |
| 自由现金流率自由现金流/营收 | 183.5% | — |
| 资本支出强度资本支出/营收 | 34.1% | — |
| 现金转化率经营现金流/净利润 | 10.07× | 1.92× |
| 过去12个月自由现金流最近4个季度 | $2.5B | — |
8季度趋势，按日历期对齐
经营现金流AVBENSG
| Q4 25 | $1.7B | $183.3M | ||
| Q3 25 | $477.0M | $153.0M | ||
| Q2 25 | $377.8M | $155.7M | ||
| Q1 25 | $415.9M | $72.2M | ||
| Q4 24 | $1.6B | $100.5M | ||
| Q3 24 | $486.2M | $134.5M | ||
| Q2 24 | $380.0M | $76.9M | ||
| Q1 24 | $412.9M | $35.3M |
自由现金流AVBENSG
| Q4 25 | $1.4B | — | ||
| Q3 25 | $402.2M | — | ||
| Q2 25 | $317.1M | — | ||
| Q1 25 | $367.5M | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $434.2M | — | ||
| Q2 24 | $333.0M | — | ||
| Q1 24 | $375.4M | — |
自由现金流率AVBENSG
| Q4 25 | 183.5% | — | ||
| Q3 25 | 52.5% | — | ||
| Q2 25 | 41.7% | — | ||
| Q1 25 | 49.3% | — | ||
| Q4 24 | 191.0% | — | ||
| Q3 24 | 59.1% | — | ||
| Q2 24 | 45.9% | — | ||
| Q1 24 | 52.7% | — |
资本支出强度AVBENSG
| Q4 25 | 34.1% | — | ||
| Q3 25 | 9.8% | — | ||
| Q2 25 | 8.0% | — | ||
| Q1 25 | 6.5% | — | ||
| Q4 24 | 26.1% | — | ||
| Q3 24 | 7.1% | — | ||
| Q2 24 | 6.5% | — | ||
| Q1 24 | 5.3% | — |
现金转化率AVBENSG
| Q4 25 | 10.07× | 1.92× | ||
| Q3 25 | 1.25× | 1.82× | ||
| Q2 25 | 1.41× | 1.85× | ||
| Q1 25 | 1.76× | 0.90× | ||
| Q4 24 | 5.70× | 1.26× | ||
| Q3 24 | 1.31× | 1.71× | ||
| Q2 24 | 1.50× | 1.08× | ||
| Q1 24 | 2.38× | 0.51× |
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
ENSG
| Skilled Services Segment | $1.3B | 97% |
| Standard Bearer Segment | $34.5M | 3% |
