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AvalonBay Communities(AVB)与FIRST ADVANTAGE CORP(FA)财务数据对比。点击上方公司名可切换其他公司
AvalonBay Communities的季度营收约是FIRST ADVANTAGE CORP的1.8倍($767.9M vs $420.0M),AvalonBay Communities净利率更高(9040.6% vs 0.8%,领先9039.8%),FIRST ADVANTAGE CORP同比增速更快(36.8% vs 3.7%),AvalonBay Communities自由现金流更多($1.4B vs $62.2M),过去两年FIRST ADVANTAGE CORP的营收复合增速更高(57.5% 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。
First Advantage是全球领先的劳动力筛查与背景验证服务提供商,服务覆盖科技、医疗、金融、零售、制造等多个行业的各规模客户,助力企业管控雇佣风险、满足合规要求,打造安全可信的工作环境。
AVB vs FA — 直观对比
营收规模更大
AVB
是对方的1.8倍
$420.0M
营收增速更快
FA
高出33.1%
3.7%
净利率更高
AVB
高出9039.8%
0.8%
自由现金流更多
AVB
多$1.3B
$62.2M
两年增速更快
FA
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $767.9M | $420.0M |
| 净利润 | $166.0M | $3.5M |
| 毛利率 | — | — |
| 营业利润率 | 64.2% | 10.7% |
| 净利率 | 9040.6% | 0.8% |
| 营收同比 | 3.7% | 36.8% |
| 净利润同比 | -41.2% | 103.5% |
| 每股收益(稀释后) | $1.18 | $0.03 |
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
AVB
FA
| Q4 25 | $767.9M | $420.0M | ||
| Q3 25 | $766.8M | $409.2M | ||
| Q2 25 | $760.2M | $390.6M | ||
| Q1 25 | $745.9M | $354.6M | ||
| Q4 24 | $740.5M | $307.1M | ||
| Q3 24 | $734.3M | $199.1M | ||
| Q2 24 | $726.0M | $184.5M | ||
| Q1 24 | $712.9M | $169.4M |
净利润
AVB
FA
| Q4 25 | $166.0M | $3.5M | ||
| Q3 25 | $381.3M | $2.6M | ||
| Q2 25 | $268.7M | $308.0K | ||
| Q1 25 | $236.6M | $-41.2M | ||
| Q4 24 | $282.1M | $-100.4M | ||
| Q3 24 | $372.5M | $-8.9M | ||
| Q2 24 | $253.9M | $1.9M | ||
| Q1 24 | $173.4M | $-2.9M |
营业利润率
AVB
FA
| Q4 25 | 64.2% | 10.7% | ||
| Q3 25 | 65.7% | 10.3% | ||
| Q2 25 | 67.6% | 9.7% | ||
| Q1 25 | 68.5% | 2.1% | ||
| Q4 24 | 63.1% | -26.3% | ||
| Q3 24 | 65.4% | 4.6% | ||
| Q2 24 | 66.6% | 5.4% | ||
| Q1 24 | 67.2% | -0.4% |
净利率
AVB
FA
| Q4 25 | 9040.6% | 0.8% | ||
| Q3 25 | 49.7% | 0.6% | ||
| Q2 25 | 35.3% | 0.1% | ||
| Q1 25 | 31.7% | -11.6% | ||
| Q4 24 | 38.1% | -32.7% | ||
| Q3 24 | 50.7% | -4.4% | ||
| Q2 24 | 35.0% | 1.0% | ||
| Q1 24 | 24.3% | -1.7% |
每股收益(稀释后)
AVB
FA
| Q4 25 | $1.18 | $0.03 | ||
| Q3 25 | $2.68 | $0.01 | ||
| Q2 25 | $1.88 | $0.00 | ||
| Q1 25 | $1.66 | $-0.24 | ||
| Q4 24 | $1.99 | $-0.67 | ||
| Q3 24 | $2.61 | $-0.06 | ||
| Q2 24 | $1.78 | $0.01 | ||
| Q1 24 | $1.22 | $-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 | $187.2M | $240.0M |
| 总债务越低越好 | $9.3B | $2.1B |
| 股东权益账面价值 | $11.6B | $1.3B |
| 总资产 | $22.2B | $3.8B |
| 负债/权益比越低杠杆越低 | 0.80× | 1.61× |
8季度趋势,按日历期对齐
现金及短期投资
AVB
FA
| Q4 25 | $187.2M | $240.0M | ||
| Q3 25 | $123.3M | $216.8M | ||
| Q2 25 | $102.8M | $184.3M | ||
| Q1 25 | $53.3M | $172.0M | ||
| Q4 24 | $108.6M | $168.7M | ||
| Q3 24 | $552.4M | $307.4M | ||
| Q2 24 | $545.8M | $269.6M | ||
| Q1 24 | $287.9M | $246.0M |
总债务
AVB
FA
| Q4 25 | $9.3B | $2.1B | ||
| Q3 25 | $8.7B | $2.1B | ||
| Q2 25 | $8.7B | $2.1B | ||
| Q1 25 | $8.3B | $2.2B | ||
| Q4 24 | $8.1B | $2.2B | ||
| Q3 24 | $8.4B | — | ||
| Q2 24 | $8.4B | — | ||
| Q1 24 | $8.0B | — |
股东权益
AVB
FA
| Q4 25 | $11.6B | $1.3B | ||
| Q3 25 | $11.9B | $1.3B | ||
| Q2 25 | $11.9B | $1.3B | ||
| Q1 25 | $11.9B | $1.3B | ||
| Q4 24 | $11.9B | $1.3B | ||
| Q3 24 | $11.9B | $920.7M | ||
| Q2 24 | $11.7B | $913.3M | ||
| Q1 24 | $11.7B | $907.7M |
总资产
AVB
FA
| Q4 25 | $22.2B | $3.8B | ||
| Q3 25 | $21.9B | $3.9B | ||
| Q2 25 | $21.8B | $3.9B | ||
| Q1 25 | $21.2B | $3.9B | ||
| Q4 24 | $21.0B | $3.9B | ||
| Q3 24 | $21.3B | $1.7B | ||
| Q2 24 | $21.0B | $1.6B | ||
| Q1 24 | $20.6B | $1.6B |
负债/权益比
AVB
FA
| Q4 25 | 0.80× | 1.61× | ||
| Q3 25 | 0.73× | 1.64× | ||
| Q2 25 | 0.72× | 1.65× | ||
| Q1 25 | 0.70× | 1.69× | ||
| Q4 24 | 0.68× | 1.66× | ||
| 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 | $65.9M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $62.2M |
| 自由现金流率自由现金流/营收 | 183.5% | 14.8% |
| 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× | 19.01× |
| 过去12个月自由现金流最近4个季度 | $2.5B | $188.5M |
8季度趋势,按日历期对齐
经营现金流
AVB
FA
| Q4 25 | $1.7B | $65.9M | ||
| Q3 25 | $477.0M | $72.4M | ||
| Q2 25 | $377.8M | $37.3M | ||
| Q1 25 | $415.9M | $19.5M | ||
| Q4 24 | $1.6B | $-85.7M | ||
| Q3 24 | $486.2M | $43.5M | ||
| Q2 24 | $380.0M | $32.0M | ||
| Q1 24 | $412.9M | $38.3M |
自由现金流
AVB
FA
| Q4 25 | $1.4B | $62.2M | ||
| Q3 25 | $402.2M | $71.2M | ||
| Q2 25 | $317.1M | $36.1M | ||
| Q1 25 | $367.5M | $19.0M | ||
| Q4 24 | $1.4B | $-86.0M | ||
| Q3 24 | $434.2M | $43.1M | ||
| Q2 24 | $333.0M | $31.4M | ||
| Q1 24 | $375.4M | $38.0M |
自由现金流率
AVB
FA
| Q4 25 | 183.5% | 14.8% | ||
| Q3 25 | 52.5% | 17.4% | ||
| Q2 25 | 41.7% | 9.2% | ||
| Q1 25 | 49.3% | 5.4% | ||
| Q4 24 | 191.0% | -28.0% | ||
| Q3 24 | 59.1% | 21.6% | ||
| Q2 24 | 45.9% | 17.0% | ||
| Q1 24 | 52.7% | 22.4% |
资本支出强度
AVB
FA
| Q4 25 | 34.1% | 0.9% | ||
| Q3 25 | 9.8% | 0.3% | ||
| Q2 25 | 8.0% | 0.3% | ||
| Q1 25 | 6.5% | 0.1% | ||
| Q4 24 | 26.1% | 0.1% | ||
| Q3 24 | 7.1% | 0.2% | ||
| Q2 24 | 6.5% | 0.4% | ||
| Q1 24 | 5.3% | 0.2% |
现金转化率
AVB
FA
| Q4 25 | 10.07× | 19.01× | ||
| Q3 25 | 1.25× | 27.91× | ||
| Q2 25 | 1.41× | 121.25× | ||
| Q1 25 | 1.76× | — | ||
| Q4 24 | 5.70× | — | ||
| Q3 24 | 1.31× | — | ||
| Q2 24 | 1.50× | 17.22× | ||
| Q1 24 | 2.38× | — |
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
FA
| First Advantage Americas | $209.9M | 50% |
| Sterling | $185.9M | 44% |
| First Advantage International | $24.2M | 6% |