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AvalonBay Communities（AVB）与FirstCash Holdings, Inc.（FCFS）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FirstCash Holdings, Inc.的1.5倍（$767.9M vs $501.3M），AvalonBay Communities净利率更高（9040.6% vs 20.8%，领先9019.8%），FirstCash Holdings, Inc.同比增速更快（21.2% vs 3.7%），过去两年FirstCash Holdings, Inc.的营收复合增速更高（16.9% 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。
FirstCash Holdings, Inc.是总部位于美国得克萨斯州沃斯堡的典当企业，在美国及拉丁美洲多地运营线下典当零售门店，为纳斯达克证券交易所公开上市企业，在美洲典当服务领域拥有成熟的业务布局与完善的运营网络。
AVB vs FCFS — 直观对比
营收规模更大
AVB
是对方的1.5倍
$501.3M
营收增速更快
FCFS
高出17.5%
3.7%
净利率更高
AVB
高出9019.8%
20.8%
两年增速更快
FCFS
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $501.3M |
| 净利润 | $166.0M | $104.2M |
| 毛利率 | — | — |
| 营业利润率 | 64.2% | 28.5% |
| 净利率 | 9040.6% | 20.8% |
| 营收同比 | 3.7% | 21.2% |
| 净利润同比 | -41.2% | 24.7% |
| 每股收益（稀释后） | $1.18 | $2.35 |
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AVBFCFS
| Q4 25 | $767.9M | $501.3M | ||
| Q3 25 | $766.8M | $411.0M | ||
| Q2 25 | $760.2M | $385.1M | ||
| Q1 25 | $745.9M | $371.1M | ||
| Q4 24 | $740.5M | $413.7M | ||
| Q3 24 | $734.3M | $363.1M | ||
| Q2 24 | $726.0M | $363.5M | ||
| Q1 24 | $712.9M | $366.8M |
净利润AVBFCFS
| Q4 25 | $166.0M | $104.2M | ||
| Q3 25 | $381.3M | $82.8M | ||
| Q2 25 | $268.7M | $59.8M | ||
| Q1 25 | $236.6M | $83.6M | ||
| Q4 24 | $282.1M | $83.5M | ||
| Q3 24 | $372.5M | $64.8M | ||
| Q2 24 | $253.9M | $49.1M | ||
| Q1 24 | $173.4M | $61.4M |
营业利润率AVBFCFS
| Q4 25 | 64.2% | 28.5% | ||
| Q3 25 | 65.7% | 27.4% | ||
| Q2 25 | 67.6% | 21.1% | ||
| Q1 25 | 68.5% | 30.0% | ||
| Q4 24 | 63.1% | 26.5% | ||
| Q3 24 | 65.4% | 23.5% | ||
| Q2 24 | 66.6% | 18.2% | ||
| Q1 24 | 67.2% | 22.3% |
净利率AVBFCFS
| Q4 25 | 9040.6% | 20.8% | ||
| Q3 25 | 49.7% | 20.1% | ||
| Q2 25 | 35.3% | 15.5% | ||
| Q1 25 | 31.7% | 22.5% | ||
| Q4 24 | 38.1% | 20.2% | ||
| Q3 24 | 50.7% | 17.9% | ||
| Q2 24 | 35.0% | 13.5% | ||
| Q1 24 | 24.3% | 16.7% |
每股收益（稀释后）AVBFCFS
| Q4 25 | $1.18 | $2.35 | ||
| Q3 25 | $2.68 | $1.86 | ||
| Q2 25 | $1.88 | $1.34 | ||
| Q1 25 | $1.66 | $1.87 | ||
| Q4 24 | $1.99 | $1.86 | ||
| Q3 24 | $2.61 | $1.44 | ||
| Q2 24 | $1.78 | $1.08 | ||
| Q1 24 | $1.22 | $1.35 |
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 | $125.2M |
| 总债务越低越好 | $9.3B | $2.2B |
| 股东权益账面价值 | $11.6B | $2.3B |
| 总资产 | $22.2B | $5.3B |
| 负债/权益比越低杠杆越低 | 0.80× | 0.98× |
8季度趋势，按日历期对齐
现金及短期投资AVBFCFS
| Q4 25 | $187.2M | $125.2M | ||
| Q3 25 | $123.3M | $130.2M | ||
| Q2 25 | $102.8M | $101.5M | ||
| Q1 25 | $53.3M | $146.0M | ||
| Q4 24 | $108.6M | $175.1M | ||
| Q3 24 | $552.4M | $106.3M | ||
| Q2 24 | $545.8M | $113.7M | ||
| Q1 24 | $287.9M | $135.1M |
总债务AVBFCFS
| Q4 25 | $9.3B | $2.2B | ||
| Q3 25 | $8.7B | $2.2B | ||
| Q2 25 | $8.7B | $1.7B | ||
| Q1 25 | $8.3B | $1.7B | ||
| Q4 24 | $8.1B | $1.7B | ||
| Q3 24 | $8.4B | $1.7B | ||
| Q2 24 | $8.4B | $1.7B | ||
| Q1 24 | $8.0B | $1.5B |
股东权益AVBFCFS
| Q4 25 | $11.6B | $2.3B | ||
| Q3 25 | $11.9B | $2.2B | ||
| Q2 25 | $11.9B | $2.1B | ||
| Q1 25 | $11.9B | $2.1B | ||
| Q4 24 | $11.9B | $2.1B | ||
| Q3 24 | $11.9B | $2.0B | ||
| Q2 24 | $11.7B | $2.0B | ||
| Q1 24 | $11.7B | $2.0B |
总资产AVBFCFS
| Q4 25 | $22.2B | $5.3B | ||
| Q3 25 | $21.9B | $5.2B | ||
| Q2 25 | $21.8B | $4.5B | ||
| Q1 25 | $21.2B | $4.4B | ||
| Q4 24 | $21.0B | $4.5B | ||
| Q3 24 | $21.3B | $4.4B | ||
| Q2 24 | $21.0B | $4.3B | ||
| Q1 24 | $20.6B | $4.2B |
负债/权益比AVBFCFS
| Q4 25 | 0.80× | 0.98× | ||
| Q3 25 | 0.73× | 1.01× | ||
| Q2 25 | 0.72× | 0.79× | ||
| Q1 25 | 0.70× | 0.83× | ||
| Q4 24 | 0.68× | 0.85× | ||
| Q3 24 | 0.70× | 0.87× | ||
| Q2 24 | 0.71× | 0.85× | ||
| Q1 24 | 0.68× | 0.75× |
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 | $206.6M |
| 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× | 1.98× |
| 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AVBFCFS
| Q4 25 | $1.7B | $206.6M | ||
| Q3 25 | $477.0M | $135.8M | ||
| Q2 25 | $377.8M | $116.9M | ||
| Q1 25 | $415.9M | $126.6M | ||
| Q4 24 | $1.6B | $198.1M | ||
| Q3 24 | $486.2M | $113.1M | ||
| Q2 24 | $380.0M | $106.2M | ||
| Q1 24 | $412.9M | $122.5M |
自由现金流AVBFCFS
| 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AVBFCFS
| 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AVBFCFS
| 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AVBFCFS
| Q4 25 | 10.07× | 1.98× | ||
| Q3 25 | 1.25× | 1.64× | ||
| Q2 25 | 1.41× | 1.95× | ||
| Q1 25 | 1.76× | 1.51× | ||
| Q4 24 | 5.70× | 2.37× | ||
| Q3 24 | 1.31× | 1.74× | ||
| Q2 24 | 1.50× | 2.16× | ||
| Q1 24 | 2.38× | 2.00× |
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
FCFS
| US Pawn Segment | $292.2M | 58% |
| Retail POS Payment Solutions | $209.8M | 42% |
