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AvalonBay Communities（AVB）与Royalty Pharma plc（RPRX）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Royalty Pharma plc的1.2倍（$767.9M vs $622.0M），AvalonBay Communities净利率更高（9040.6% vs 34.4%，领先9006.1%），Royalty Pharma plc同比增速更快（4.8% vs 3.7%），过去两年Royalty Pharma plc的营收复合增速更高（4.6% 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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
AVB vs RPRX — 直观对比
营收规模更大
AVB
是对方的1.2倍
$622.0M
营收增速更快
RPRX
高出1.1%
3.7%
净利率更高
AVB
高出9006.1%
34.4%
两年增速更快
RPRX
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $622.0M |
| 净利润 | $166.0M | $214.2M |
| 毛利率 | — | — |
| 营业利润率 | 64.2% | 62.4% |
| 净利率 | 9040.6% | 34.4% |
| 营收同比 | 3.7% | 4.8% |
| 净利润同比 | -41.2% | 2.9% |
| 每股收益（稀释后） | $1.18 | $0.49 |
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AVBRPRX
| Q4 25 | $767.9M | $622.0M | ||
| Q3 25 | $766.8M | $609.3M | ||
| Q2 25 | $760.2M | $578.7M | ||
| Q1 25 | $745.9M | $568.2M | ||
| Q4 24 | $740.5M | $593.6M | ||
| Q3 24 | $734.3M | $564.7M | ||
| Q2 24 | $726.0M | $537.3M | ||
| Q1 24 | $712.9M | $568.0M |
净利润AVBRPRX
| Q4 25 | $166.0M | $214.2M | ||
| Q3 25 | $381.3M | $288.2M | ||
| Q2 25 | $268.7M | $30.2M | ||
| Q1 25 | $236.6M | $238.3M | ||
| Q4 24 | $282.1M | $208.2M | ||
| Q3 24 | $372.5M | $544.0M | ||
| Q2 24 | $253.9M | $102.0M | ||
| Q1 24 | $173.4M | $4.8M |
营业利润率AVBRPRX
| Q4 25 | 64.2% | 62.4% | ||
| Q3 25 | 65.7% | 70.1% | ||
| Q2 25 | 67.6% | 36.3% | ||
| Q1 25 | 68.5% | 94.0% | ||
| Q4 24 | 63.1% | 60.9% | ||
| Q3 24 | 65.4% | — | ||
| Q2 24 | 66.6% | 50.2% | ||
| Q1 24 | 67.2% | -13.0% |
净利率AVBRPRX
| Q4 25 | 9040.6% | 34.4% | ||
| Q3 25 | 49.7% | 47.3% | ||
| Q2 25 | 35.3% | 5.2% | ||
| Q1 25 | 31.7% | 41.9% | ||
| Q4 24 | 38.1% | 35.1% | ||
| Q3 24 | 50.7% | 96.3% | ||
| Q2 24 | 35.0% | 19.0% | ||
| Q1 24 | 24.3% | 0.8% |
每股收益（稀释后）AVBRPRX
| Q4 25 | $1.18 | $0.49 | ||
| Q3 25 | $2.68 | $0.67 | ||
| Q2 25 | $1.88 | $0.07 | ||
| Q1 25 | $1.66 | $0.55 | ||
| Q4 24 | $1.99 | $0.46 | ||
| Q3 24 | $2.61 | $1.21 | ||
| Q2 24 | $1.78 | $0.23 | ||
| Q1 24 | $1.22 | $0.01 |
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 | $618.7M |
| 总债务越低越好 | $9.3B | $9.0B |
| 股东权益账面价值 | $11.6B | $9.7B |
| 总资产 | $22.2B | $19.6B |
| 负债/权益比越低杠杆越低 | 0.80× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资AVBRPRX
| Q4 25 | $187.2M | $618.7M | ||
| Q3 25 | $123.3M | $938.9M | ||
| Q2 25 | $102.8M | $631.9M | ||
| Q1 25 | $53.3M | $1.1B | ||
| Q4 24 | $108.6M | $929.0M | ||
| Q3 24 | $552.4M | $950.1M | ||
| Q2 24 | $545.8M | $1.8B | ||
| Q1 24 | $287.9M | $843.0M |
总债务AVBRPRX
| Q4 25 | $9.3B | $9.0B | ||
| Q3 25 | $8.7B | $8.9B | ||
| Q2 25 | $8.7B | $8.0B | ||
| Q1 25 | $8.3B | $7.6B | ||
| Q4 24 | $8.1B | $7.6B | ||
| Q3 24 | $8.4B | $7.6B | ||
| Q2 24 | $8.4B | $7.6B | ||
| Q1 24 | $8.0B | $6.1B |
股东权益AVBRPRX
| Q4 25 | $11.6B | $9.7B | ||
| Q3 25 | $11.9B | $9.6B | ||
| Q2 25 | $11.9B | $9.5B | ||
| Q1 25 | $11.9B | $9.8B | ||
| Q4 24 | $11.9B | $10.3B | ||
| Q3 24 | $11.9B | $10.3B | ||
| Q2 24 | $11.7B | $9.8B | ||
| Q1 24 | $11.7B | $9.9B |
总资产AVBRPRX
| Q4 25 | $22.2B | $19.6B | ||
| Q3 25 | $21.9B | $19.3B | ||
| Q2 25 | $21.8B | $18.3B | ||
| Q1 25 | $21.2B | $17.6B | ||
| Q4 24 | $21.0B | $18.2B | ||
| Q3 24 | $21.3B | $18.0B | ||
| Q2 24 | $21.0B | $17.7B | ||
| Q1 24 | $20.6B | $16.1B |
负债/权益比AVBRPRX
| Q4 25 | 0.80× | 0.92× | ||
| Q3 25 | 0.73× | 0.93× | ||
| Q2 25 | 0.72× | 0.84× | ||
| Q1 25 | 0.70× | 0.78× | ||
| Q4 24 | 0.68× | 0.74× | ||
| Q3 24 | 0.70× | 0.74× | ||
| Q2 24 | 0.71× | 0.78× | ||
| Q1 24 | 0.68× | 0.62× |
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 | $827.1M |
| 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× | 3.86× |
| 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AVBRPRX
| Q4 25 | $1.7B | $827.1M | ||
| Q3 25 | $477.0M | $702.6M | ||
| Q2 25 | $377.8M | $364.0M | ||
| Q1 25 | $415.9M | $596.1M | ||
| Q4 24 | $1.6B | $742.5M | ||
| Q3 24 | $486.2M | $703.6M | ||
| Q2 24 | $380.0M | $658.2M | ||
| Q1 24 | $412.9M | $664.6M |
自由现金流AVBRPRX
| 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AVBRPRX
| 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AVBRPRX
| 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AVBRPRX
| Q4 25 | 10.07× | 3.86× | ||
| Q3 25 | 1.25× | 2.44× | ||
| Q2 25 | 1.41× | 12.06× | ||
| Q1 25 | 1.76× | 2.50× | ||
| Q4 24 | 5.70× | 3.57× | ||
| Q3 24 | 1.31× | 1.29× | ||
| Q2 24 | 1.50× | 6.45× | ||
| Q1 24 | 2.38× | 139.10× |
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
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
