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AvalonBay Communities（AVB）与Enova International, Inc.（ENVA）财务数据对比。点击上方公司名可切换其他公司
Enova International, Inc.的季度营收约是AvalonBay Communities的1.1倍（$875.1M vs $767.9M），AvalonBay Communities净利率更高（9040.6% vs 10.4%，领先9030.2%），Enova International, Inc.同比增速更快（17.4% vs 3.7%），过去两年Enova International, Inc.的营收复合增速更高（18.0% 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。
Enova International是一家全球金融科技企业，提供短期消费贷款、小微企业融资等线上金融服务，主要覆盖北美、南美及欧洲市场，依托先进数据分析技术评估用户信用，为传统金融覆盖不足的群体提供定制化金融产品。
AVB vs ENVA — 直观对比
营收规模更大
ENVA
是对方的1.1倍
$767.9M
营收增速更快
ENVA
高出13.7%
3.7%
净利率更高
AVB
高出9030.2%
10.4%
两年增速更快
ENVA
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $875.1M |
| 净利润 | $166.0M | $91.1M |
| 毛利率 | — | — |
| 营业利润率 | 64.2% | 23.7% |
| 净利率 | 9040.6% | 10.4% |
| 营收同比 | 3.7% | 17.4% |
| 净利润同比 | -41.2% | 24.9% |
| 每股收益（稀释后） | $1.18 | $3.46 |
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AVBENVA
| Q1 26 | — | $875.1M | ||
| Q4 25 | $767.9M | $839.4M | ||
| Q3 25 | $766.8M | $802.7M | ||
| Q2 25 | $760.2M | $764.0M | ||
| Q1 25 | $745.9M | $745.5M | ||
| Q4 24 | $740.5M | $729.6M | ||
| Q3 24 | $734.3M | $689.9M | ||
| Q2 24 | $726.0M | $628.4M |
净利润AVBENVA
| Q1 26 | — | $91.1M | ||
| Q4 25 | $166.0M | $79.0M | ||
| Q3 25 | $381.3M | $80.3M | ||
| Q2 25 | $268.7M | $76.1M | ||
| Q1 25 | $236.6M | $72.9M | ||
| Q4 24 | $282.1M | $63.7M | ||
| Q3 24 | $372.5M | $43.4M | ||
| Q2 24 | $253.9M | $53.9M |
毛利率AVBENVA
| Q1 26 | — | — | ||
| Q4 25 | — | 59.8% | ||
| Q3 25 | — | 57.4% | ||
| Q2 25 | — | 57.8% | ||
| Q1 25 | — | 57.2% | ||
| Q4 24 | — | 56.6% | ||
| Q3 24 | — | 58.0% | ||
| Q2 24 | — | 58.9% |
营业利润率AVBENVA
| Q1 26 | — | 23.7% | ||
| Q4 25 | 64.2% | 22.2% | ||
| Q3 25 | 65.7% | 24.5% | ||
| Q2 25 | 67.6% | 24.1% | ||
| Q1 25 | 68.5% | 23.1% | ||
| Q4 24 | 63.1% | 21.3% | ||
| Q3 24 | 65.4% | 22.3% | ||
| Q2 24 | 66.6% | 23.1% |
净利率AVBENVA
| Q1 26 | — | 10.4% | ||
| Q4 25 | 9040.6% | 9.4% | ||
| Q3 25 | 49.7% | 10.0% | ||
| Q2 25 | 35.3% | 10.0% | ||
| Q1 25 | 31.7% | 9.8% | ||
| Q4 24 | 38.1% | 8.7% | ||
| Q3 24 | 50.7% | 6.3% | ||
| Q2 24 | 35.0% | 8.6% |
每股收益（稀释后）AVBENVA
| Q1 26 | — | $3.46 | ||
| Q4 25 | $1.18 | $2.94 | ||
| Q3 25 | $2.68 | $3.03 | ||
| Q2 25 | $1.88 | $2.86 | ||
| Q1 25 | $1.66 | $2.69 | ||
| Q4 24 | $1.99 | $2.29 | ||
| Q3 24 | $2.61 | $1.57 | ||
| Q2 24 | $1.78 | $1.93 |
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 | $96.1M |
| 总债务越低越好 | $9.3B | $4.8B |
| 股东权益账面价值 | $11.6B | — |
| 总资产 | $22.2B | $6.9B |
| 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AVBENVA
| Q1 26 | — | $96.1M | ||
| Q4 25 | $187.2M | $71.7M | ||
| Q3 25 | $123.3M | $53.6M | ||
| Q2 25 | $102.8M | $55.6M | ||
| Q1 25 | $53.3M | $55.5M | ||
| Q4 24 | $108.6M | $73.9M | ||
| Q3 24 | $552.4M | $67.5M | ||
| Q2 24 | $545.8M | $60.1M |
总债务AVBENVA
| Q1 26 | — | $4.8B | ||
| Q4 25 | $9.3B | $4.5B | ||
| Q3 25 | $8.7B | $4.1B | ||
| Q2 25 | $8.7B | $4.0B | ||
| Q1 25 | $8.3B | $3.8B | ||
| Q4 24 | $8.1B | $3.6B | ||
| Q3 24 | $8.4B | $3.3B | ||
| Q2 24 | $8.4B | $3.2B |
股东权益AVBENVA
| Q1 26 | — | — | ||
| Q4 25 | $11.6B | $1.3B | ||
| Q3 25 | $11.9B | $1.3B | ||
| Q2 25 | $11.9B | $1.2B | ||
| Q1 25 | $11.9B | $1.2B | ||
| Q4 24 | $11.9B | $1.2B | ||
| Q3 24 | $11.9B | $1.2B | ||
| Q2 24 | $11.7B | $1.1B |
总资产AVBENVA
| Q1 26 | — | $6.9B | ||
| Q4 25 | $22.2B | $6.5B | ||
| Q3 25 | $21.9B | $6.0B | ||
| Q2 25 | $21.8B | $5.7B | ||
| Q1 25 | $21.2B | $5.5B | ||
| Q4 24 | $21.0B | $5.3B | ||
| Q3 24 | $21.3B | $5.0B | ||
| Q2 24 | $21.0B | $4.8B |
负债/权益比AVBENVA
| Q1 26 | — | — | ||
| Q4 25 | 0.80× | 3.37× | ||
| Q3 25 | 0.73× | 3.20× | ||
| Q2 25 | 0.72× | 3.23× | ||
| Q1 25 | 0.70× | 3.14× | ||
| Q4 24 | 0.68× | 2.98× | ||
| Q3 24 | 0.70× | 2.79× | ||
| Q2 24 | 0.71× | 2.78× |
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 | — |
| 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× | — |
| 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AVBENVA
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $498.8M | ||
| Q3 25 | $477.0M | $481.8M | ||
| Q2 25 | $377.8M | $447.4M | ||
| Q1 25 | $415.9M | $391.1M | ||
| Q4 24 | $1.6B | $430.5M | ||
| Q3 24 | $486.2M | $398.6M | ||
| Q2 24 | $380.0M | $360.9M |
自由现金流AVBENVA
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $487.1M | ||
| Q3 25 | $402.2M | $470.5M | ||
| Q2 25 | $317.1M | $436.1M | ||
| Q1 25 | $367.5M | $378.3M | ||
| Q4 24 | $1.4B | $420.3M | ||
| Q3 24 | $434.2M | $387.6M | ||
| Q2 24 | $333.0M | $349.9M |
自由现金流率AVBENVA
| Q1 26 | — | — | ||
| Q4 25 | 183.5% | 58.0% | ||
| Q3 25 | 52.5% | 58.6% | ||
| Q2 25 | 41.7% | 57.1% | ||
| Q1 25 | 49.3% | 50.7% | ||
| Q4 24 | 191.0% | 57.6% | ||
| Q3 24 | 59.1% | 56.2% | ||
| Q2 24 | 45.9% | 55.7% |
资本支出强度AVBENVA
| Q1 26 | — | — | ||
| Q4 25 | 34.1% | 1.4% | ||
| Q3 25 | 9.8% | 1.4% | ||
| Q2 25 | 8.0% | 1.5% | ||
| Q1 25 | 6.5% | 1.7% | ||
| Q4 24 | 26.1% | 1.4% | ||
| Q3 24 | 7.1% | 1.6% | ||
| Q2 24 | 6.5% | 1.8% |
现金转化率AVBENVA
| Q1 26 | — | — | ||
| Q4 25 | 10.07× | 6.32× | ||
| Q3 25 | 1.25× | 6.00× | ||
| Q2 25 | 1.41× | 5.87× | ||
| Q1 25 | 1.76× | 5.36× | ||
| Q4 24 | 5.70× | 6.76× | ||
| Q3 24 | 1.31× | 9.18× | ||
| Q2 24 | 1.50× | 6.70× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
