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AvalonBay Communities(AVB)与Reddit, Inc.(RDDT)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Reddit, Inc.的1.2倍($767.9M vs $663.0M),AvalonBay Communities净利率更高(9040.6% vs 30.8%,领先9009.8%),Reddit, Inc.同比增速更快(69.0% vs 3.7%),AvalonBay Communities自由现金流更多($1.4B vs $311.0M),过去两年Reddit, Inc.的营收复合增速更高(53.6% 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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台,注册用户可发布链接、文字帖、图片、视频等各类内容,其他用户可对内容进行点赞或点踩,内容按主题归类到用户创建的子板块中,获赞更高的内容会排在板块前列,热度足够的内容还将展示在全站首页。
AVB vs RDDT — 直观对比
营收规模更大
AVB
是对方的1.2倍
$663.0M
营收增速更快
RDDT
高出65.3%
3.7%
净利率更高
AVB
高出9009.8%
30.8%
自由现金流更多
AVB
多$1.1B
$311.0M
两年增速更快
RDDT
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $767.9M | $663.0M |
| 净利润 | $166.0M | $204.0M |
| 毛利率 | — | 100.0% |
| 营业利润率 | 64.2% | 0.0% |
| 净利率 | 9040.6% | 30.8% |
| 营收同比 | 3.7% | 69.0% |
| 净利润同比 | -41.2% | 680.0% |
| 每股收益(稀释后) | $1.18 | $1.01 |
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
RDDT
| Q1 26 | — | $663.0M | ||
| Q4 25 | $767.9M | $725.6M | ||
| Q3 25 | $766.8M | $584.9M | ||
| Q2 25 | $760.2M | $499.6M | ||
| Q1 25 | $745.9M | $392.4M | ||
| Q4 24 | $740.5M | $427.7M | ||
| Q3 24 | $734.3M | $348.4M | ||
| Q2 24 | $726.0M | $281.2M |
净利润
AVB
RDDT
| Q1 26 | — | $204.0M | ||
| Q4 25 | $166.0M | $251.6M | ||
| Q3 25 | $381.3M | $162.7M | ||
| Q2 25 | $268.7M | $89.3M | ||
| Q1 25 | $236.6M | $26.2M | ||
| Q4 24 | $282.1M | $71.0M | ||
| Q3 24 | $372.5M | $29.9M | ||
| Q2 24 | $253.9M | $-10.1M |
毛利率
AVB
RDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | — | 91.9% | ||
| Q3 25 | — | 91.0% | ||
| Q2 25 | — | 90.8% | ||
| Q1 25 | — | 90.5% | ||
| Q4 24 | — | 92.6% | ||
| Q3 24 | — | 90.1% | ||
| Q2 24 | — | 89.5% |
营业利润率
AVB
RDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | 64.2% | 31.9% | ||
| Q3 25 | 65.7% | 23.7% | ||
| Q2 25 | 67.6% | 13.6% | ||
| Q1 25 | 68.5% | 1.0% | ||
| Q4 24 | 63.1% | 12.4% | ||
| Q3 24 | 65.4% | 2.0% | ||
| Q2 24 | 66.6% | -11.0% |
净利率
AVB
RDDT
| Q1 26 | — | 30.8% | ||
| Q4 25 | 9040.6% | 34.7% | ||
| Q3 25 | 49.7% | 27.8% | ||
| Q2 25 | 35.3% | 17.9% | ||
| Q1 25 | 31.7% | 6.7% | ||
| Q4 24 | 38.1% | 16.6% | ||
| Q3 24 | 50.7% | 8.6% | ||
| Q2 24 | 35.0% | -3.6% |
每股收益(稀释后)
AVB
RDDT
| Q1 26 | — | $1.01 | ||
| Q4 25 | $1.18 | $1.24 | ||
| Q3 25 | $2.68 | $0.80 | ||
| Q2 25 | $1.88 | $0.45 | ||
| Q1 25 | $1.66 | $0.13 | ||
| Q4 24 | $1.99 | $4.76 | ||
| Q3 24 | $2.61 | $0.16 | ||
| Q2 24 | $1.78 | $-0.06 |
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 | $1.4B |
| 总债务越低越好 | $9.3B | — |
| 股东权益账面价值 | $11.6B | $3.2B |
| 总资产 | $22.2B | $3.5B |
| 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
AVB
RDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | $187.2M | $953.6M | ||
| Q3 25 | $123.3M | $911.7M | ||
| Q2 25 | $102.8M | $734.1M | ||
| Q1 25 | $53.3M | $635.7M | ||
| Q4 24 | $108.6M | $562.1M | ||
| Q3 24 | $552.4M | $515.9M | ||
| Q2 24 | $545.8M | $468.0M |
总债务
AVB
RDDT
| Q1 26 | — | — | ||
| Q4 25 | $9.3B | — | ||
| Q3 25 | $8.7B | — | ||
| Q2 25 | $8.7B | — | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.4B | — | ||
| Q2 24 | $8.4B | — |
股东权益
AVB
RDDT
| Q1 26 | — | $3.2B | ||
| Q4 25 | $11.6B | $2.9B | ||
| Q3 25 | $11.9B | $2.6B | ||
| Q2 25 | $11.9B | $2.4B | ||
| Q1 25 | $11.9B | $2.2B | ||
| Q4 24 | $11.9B | $2.1B | ||
| Q3 24 | $11.9B | $2.0B | ||
| Q2 24 | $11.7B | $1.9B |
总资产
AVB
RDDT
| Q1 26 | — | $3.5B | ||
| Q4 25 | $22.2B | $3.2B | ||
| Q3 25 | $21.9B | $2.9B | ||
| Q2 25 | $21.8B | $2.6B | ||
| Q1 25 | $21.2B | $2.4B | ||
| Q4 24 | $21.0B | $2.3B | ||
| Q3 24 | $21.3B | $2.2B | ||
| Q2 24 | $21.0B | $2.1B |
负债/权益比
AVB
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — |
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 | $311.0M |
| 自由现金流率自由现金流/营收 | 183.5% | 46.9% |
| 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 | $868.6M |
8季度趋势,按日历期对齐
经营现金流
AVB
RDDT
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $266.8M | ||
| Q3 25 | $477.0M | $185.2M | ||
| Q2 25 | $377.8M | $111.3M | ||
| Q1 25 | $415.9M | $127.6M | ||
| Q4 24 | $1.6B | $90.0M | ||
| Q3 24 | $486.2M | $71.6M | ||
| Q2 24 | $380.0M | $28.4M |
自由现金流
AVB
RDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | $1.4B | $263.6M | ||
| Q3 25 | $402.2M | $183.1M | ||
| Q2 25 | $317.1M | $110.8M | ||
| Q1 25 | $367.5M | $126.6M | ||
| Q4 24 | $1.4B | $89.2M | ||
| Q3 24 | $434.2M | $70.3M | ||
| Q2 24 | $333.0M | $27.2M |
自由现金流率
AVB
RDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | 183.5% | 36.3% | ||
| Q3 25 | 52.5% | 31.3% | ||
| Q2 25 | 41.7% | 22.2% | ||
| Q1 25 | 49.3% | 32.3% | ||
| Q4 24 | 191.0% | 20.8% | ||
| Q3 24 | 59.1% | 20.2% | ||
| Q2 24 | 45.9% | 9.7% |
资本支出强度
AVB
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 34.1% | 0.4% | ||
| Q3 25 | 9.8% | 0.4% | ||
| Q2 25 | 8.0% | 0.1% | ||
| Q1 25 | 6.5% | 0.2% | ||
| Q4 24 | 26.1% | 0.2% | ||
| Q3 24 | 7.1% | 0.4% | ||
| Q2 24 | 6.5% | 0.4% |
现金转化率
AVB
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 10.07× | 1.06× | ||
| Q3 25 | 1.25× | 1.14× | ||
| Q2 25 | 1.41× | 1.25× | ||
| Q1 25 | 1.76× | 4.88× | ||
| Q4 24 | 5.70× | 1.27× | ||
| Q3 24 | 1.31× | 2.40× | ||
| Q2 24 | 1.50× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图