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AvalonBay Communities（AVB）与MAYS J W INC（MAYS）财务数据对比。点击上方公司名可切换其他公司
MAYS J W INC的季度营收约是AvalonBay Communities的2.9倍（$5.3M vs $1.8M）。AvalonBay Communities净利率更高（9040.6% vs -6.4%，领先9046.9%）。AvalonBay Communities同比增速更快（5.5% vs -5.2%）。AvalonBay Communities自由现金流更多（$322.5M vs $1.5M）。过去两年AvalonBay Communities的营收复合增速更高（1.1% vs -1.5%）
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。
J.W. Mays Inc.是一家总部位于美国纽约布鲁克林的房地产企业。1927年至1988年期间，该公司曾在纽约市周边区域运营名为Mays的折扣百货连锁，门店覆盖纽约市五个行政区中的三个，以及长岛和帕特南县，1970年代初业务巅峰时期，9家门店共拥有5000名员工。
AVB vs MAYS — 直观对比
营收规模更大
MAYS
是对方的2.9倍
$1.8M
营收增速更快
AVB
高出10.7%
-5.2%
净利率更高
AVB
高出9046.9%
-6.4%
自由现金流更多
AVB
多$321.0M
$1.5M
两年增速更快
AVB
近两年复合增速
-1.5%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8M | $5.3M |
| 净利润 | $166.0M | $-334.0K |
| 毛利率 | — | — |
| 营业利润率 | — | -9.3% |
| 净利率 | 9040.6% | -6.4% |
| 营收同比 | 5.5% | -5.2% |
| 净利润同比 | -41.2% | -1353.1% |
| 每股收益（稀释后） | $1.18 | $-0.17 |
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AVBMAYS
| Q4 25 | $1.8M | $5.3M | ||
| Q3 25 | $1.9M | $5.7M | ||
| Q2 25 | $1.6M | $5.6M | ||
| Q1 25 | $1.7M | $5.6M | ||
| Q4 24 | $1.7M | $5.5M | ||
| Q3 24 | $1.7M | $5.5M | ||
| Q2 24 | $1.8M | $5.4M | ||
| Q1 24 | $1.8M | $5.4M |
净利润AVBMAYS
| Q4 25 | $166.0M | $-334.0K | ||
| Q3 25 | $381.3M | $-92.0K | ||
| Q2 25 | $268.7M | $86.8K | ||
| Q1 25 | $236.6M | $-157.7K | ||
| Q4 24 | $282.1M | $26.7K | ||
| Q3 24 | $372.5M | $-31.1K | ||
| Q2 24 | $253.9M | $-84.9K | ||
| Q1 24 | $173.4M | $-98.1K |
营业利润率AVBMAYS
| Q4 25 | — | -9.3% | ||
| Q3 25 | — | -2.4% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | -3.2% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | -1.5% | ||
| Q2 24 | — | -2.9% | ||
| Q1 24 | — | -6.1% |
净利率AVBMAYS
| Q4 25 | 9040.6% | -6.4% | ||
| Q3 25 | 20390.7% | -1.6% | ||
| Q2 25 | 16854.8% | 1.5% | ||
| Q1 25 | 13581.9% | -2.8% | ||
| Q4 24 | 16212.2% | 0.5% | ||
| Q3 24 | 21708.6% | -0.6% | ||
| Q2 24 | 13876.2% | -1.6% | ||
| Q1 24 | 9662.9% | -1.8% |
每股收益（稀释后）AVBMAYS
| Q4 25 | $1.18 | $-0.17 | ||
| Q3 25 | $2.68 | $-0.04 | ||
| Q2 25 | $1.88 | $0.04 | ||
| Q1 25 | $1.66 | $-0.08 | ||
| Q4 24 | $1.99 | $0.01 | ||
| Q3 24 | $2.61 | $-0.02 | ||
| Q2 24 | $1.78 | $-0.04 | ||
| Q1 24 | $1.22 | $-0.04 |
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 | $2.2M |
| 总债务越低越好 | $9.3B | $3.2M |
| 股东权益账面价值 | $11.6B | $52.4M |
| 总资产 | $22.2B | $88.7M |
| 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AVBMAYS
| Q4 25 | $187.2M | $2.2M | ||
| Q3 25 | $123.3M | $748.6K | ||
| Q2 25 | $102.8M | $2.3M | ||
| Q1 25 | $53.3M | $1.5M | ||
| Q4 24 | $108.6M | $2.3M | ||
| Q3 24 | $552.4M | $1.2M | ||
| Q2 24 | $545.8M | $1.2M | ||
| Q1 24 | $287.9M | $691.5K |
总债务AVBMAYS
| Q4 25 | $9.3B | $3.2M | ||
| Q3 25 | $8.7B | $3.2M | ||
| Q2 25 | $8.7B | $3.3M | ||
| Q1 25 | $8.3B | $3.3M | ||
| Q4 24 | $8.1B | $3.5M | ||
| Q3 24 | $8.4B | $3.9M | ||
| Q2 24 | $8.4B | — | ||
| Q1 24 | $8.0B | — |
股东权益AVBMAYS
| Q4 25 | $11.6B | $52.4M | ||
| Q3 25 | $11.9B | $52.8M | ||
| Q2 25 | $11.9B | $52.9M | ||
| Q1 25 | $11.9B | $52.8M | ||
| Q4 24 | $11.9B | $52.9M | ||
| Q3 24 | $11.9B | $52.9M | ||
| Q2 24 | $11.7B | $52.9M | ||
| Q1 24 | $11.7B | $53.0M |
总资产AVBMAYS
| Q4 25 | $22.2B | $88.7M | ||
| Q3 25 | $21.9B | $88.0M | ||
| Q2 25 | $21.8B | $87.9M | ||
| Q1 25 | $21.2B | $88.3M | ||
| Q4 24 | $21.0B | $88.5M | ||
| Q3 24 | $21.3B | $89.5M | ||
| Q2 24 | $21.0B | $90.4M | ||
| Q1 24 | $20.6B | $90.6M |
负债/权益比AVBMAYS
| Q4 25 | 0.80× | 0.06× | ||
| Q3 25 | 0.73× | 0.06× | ||
| Q2 25 | 0.72× | 0.06× | ||
| Q1 25 | 0.70× | 0.06× | ||
| Q4 24 | 0.68× | 0.07× | ||
| Q3 24 | 0.70× | 0.07× | ||
| 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 | $400.4M | $1.9M |
| 自由现金流经营现金流 - 资本支出 | $322.5M | $1.5M |
| 自由现金流率自由现金流/营收 | 17563.8% | 28.8% |
| 资本支出强度资本支出/营收 | 4246.2% | 7.8% |
| 现金转化率经营现金流/净利润 | 2.41× | — |
| 过去12个月自由现金流最近4个季度 | $1.4B | $296.7K |
8季度趋势，按日历期对齐
经营现金流AVBMAYS
| Q4 25 | $400.4M | $1.9M | ||
| Q3 25 | $477.0M | $-827.2K | ||
| Q2 25 | $377.8M | $1.9M | ||
| Q1 25 | $415.9M | $-383.4K | ||
| Q4 24 | $328.8M | $1.8M | ||
| Q3 24 | $486.2M | $-1.4M | ||
| Q2 24 | $380.0M | $2.0M | ||
| Q1 24 | $412.9M | $-868.9K |
自由现金流AVBMAYS
| Q4 25 | $322.5M | $1.5M | ||
| Q3 25 | $402.2M | $-1.5M | ||
| Q2 25 | $317.1M | $868.4K | ||
| Q1 25 | $367.5M | $-586.2K | ||
| Q4 24 | $271.9M | $1.3M | ||
| Q3 24 | $434.2M | $-1.8M | ||
| Q2 24 | $333.0M | $789.9K | ||
| Q1 24 | $375.4M | $-1.4M |
自由现金流率AVBMAYS
| Q4 25 | 17563.8% | 28.8% | ||
| Q3 25 | 21507.4% | -26.5% | ||
| Q2 25 | 19896.0% | 15.4% | ||
| Q1 25 | 21098.3% | -10.4% | ||
| Q4 24 | 15626.2% | 24.2% | ||
| Q3 24 | 25305.2% | -33.5% | ||
| Q2 24 | 18195.7% | 14.7% | ||
| Q1 24 | 20914.5% | -26.7% |
资本支出强度AVBMAYS
| Q4 25 | 4246.2% | 7.8% | ||
| Q3 25 | 3998.4% | 11.8% | ||
| Q2 25 | 3806.1% | 18.8% | ||
| Q1 25 | 2776.7% | 3.6% | ||
| Q4 24 | 3271.1% | 8.3% | ||
| Q3 24 | 3026.3% | 7.7% | ||
| Q2 24 | 2568.9% | 21.9% | ||
| Q1 24 | 2088.6% | 10.6% |
现金转化率AVBMAYS
| Q4 25 | 2.41× | — | ||
| Q3 25 | 1.25× | — | ||
| Q2 25 | 1.41× | 22.22× | ||
| Q1 25 | 1.76× | — | ||
| Q4 24 | 1.17× | 67.62× | ||
| Q3 24 | 1.31× | — | ||
| Q2 24 | 1.50× | — | ||
| 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
