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AvalonBay Communities(AVB)与Star Holdings(STHO)财务数据对比。点击上方公司名可切换其他公司
Star Holdings的季度营收约是AvalonBay Communities的13.8倍($25.4M vs $1.8M)。AvalonBay Communities净利率更高(9040.6% vs -75.5%,领先9116.0%)。AvalonBay Communities同比增速更快(5.5% vs -22.6%)。过去两年AvalonBay Communities的营收复合增速更高(1.1% vs -0.2%)
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。
蓝星有限公司是一家印度跨国家电企业,总部位于孟买,主营空调、商用制冷以及机电工程业务,是印度本土市场规模第二大的空调领域本土企业。
AVB vs STHO — 直观对比
营收规模更大
STHO
是对方的13.8倍
$1.8M
营收增速更快
AVB
高出28.1%
-22.6%
净利率更高
AVB
高出9116.0%
-75.5%
两年增速更快
AVB
近两年复合增速
-0.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.8M | $25.4M |
| 净利润 | $166.0M | $-19.1M |
| 毛利率 | — | — |
| 营业利润率 | — | -91.7% |
| 净利率 | 9040.6% | -75.5% |
| 营收同比 | 5.5% | -22.6% |
| 净利润同比 | -41.2% | 81.3% |
| 每股收益(稀释后) | $1.18 | $-1.52 |
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
STHO
| Q4 25 | $1.8M | $25.4M | ||
| Q3 25 | $1.9M | $28.1M | ||
| Q2 25 | $1.6M | $42.1M | ||
| Q1 25 | $1.7M | $14.6M | ||
| Q4 24 | $1.7M | $32.8M | ||
| Q3 24 | $1.7M | $24.6M | ||
| Q2 24 | $1.8M | $30.6M | ||
| Q1 24 | $1.8M | $25.4M |
净利润
AVB
STHO
| Q4 25 | $166.0M | $-19.1M | ||
| Q3 25 | $381.3M | $1.8M | ||
| Q2 25 | $268.7M | $-39.3M | ||
| Q1 25 | $236.6M | $-7.6M | ||
| Q4 24 | $282.1M | $-102.6M | ||
| Q3 24 | $372.5M | $91.9M | ||
| Q2 24 | $253.9M | $-27.1M | ||
| Q1 24 | $173.4M | $-49.0M |
营业利润率
AVB
STHO
| Q4 25 | — | -91.7% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | -94.5% | ||
| Q1 25 | — | -55.0% | ||
| Q4 24 | — | -314.1% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -91.5% | ||
| Q1 24 | — | -192.6% |
净利率
AVB
STHO
| Q4 25 | 9040.6% | -75.5% | ||
| Q3 25 | 20390.7% | 6.4% | ||
| Q2 25 | 16854.8% | -93.5% | ||
| Q1 25 | 13581.9% | -52.0% | ||
| Q4 24 | 16212.2% | -313.1% | ||
| Q3 24 | 21708.6% | 374.3% | ||
| Q2 24 | 13876.2% | -88.8% | ||
| Q1 24 | 9662.9% | -192.6% |
每股收益(稀释后)
AVB
STHO
| Q4 25 | $1.18 | $-1.52 | ||
| Q3 25 | $2.68 | $0.14 | ||
| Q2 25 | $1.88 | $-2.95 | ||
| Q1 25 | $1.66 | $-0.57 | ||
| Q4 24 | $1.99 | $-7.69 | ||
| Q3 24 | $2.61 | $6.90 | ||
| Q2 24 | $1.78 | $-2.04 | ||
| Q1 24 | $1.22 | $-3.68 |
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 | $50.1M |
| 总债务越低越好 | $9.3B | $268.7M |
| 股东权益账面价值 | $11.6B | $251.8M |
| 总资产 | $22.2B | $570.2M |
| 负债/权益比越低杠杆越低 | 0.80× | 1.07× |
8季度趋势,按日历期对齐
现金及短期投资
AVB
STHO
| Q4 25 | $187.2M | $50.1M | ||
| Q3 25 | $123.3M | $40.6M | ||
| Q2 25 | $102.8M | $44.2M | ||
| Q1 25 | $53.3M | $30.3M | ||
| Q4 24 | $108.6M | $35.0M | ||
| Q3 24 | $552.4M | $45.0M | ||
| Q2 24 | $545.8M | $48.3M | ||
| Q1 24 | $287.9M | $45.7M |
总债务
AVB
STHO
| Q4 25 | $9.3B | $268.7M | ||
| Q3 25 | $8.7B | $259.3M | ||
| Q2 25 | $8.7B | $245.4M | ||
| Q1 25 | $8.3B | $231.5M | ||
| Q4 24 | $8.1B | $217.3M | ||
| Q3 24 | $8.4B | $201.2M | ||
| Q2 24 | $8.4B | $197.2M | ||
| Q1 24 | $8.0B | $195.0M |
股东权益
AVB
STHO
| Q4 25 | $11.6B | $251.8M | ||
| Q3 25 | $11.9B | $275.4M | ||
| Q2 25 | $11.9B | $276.1M | ||
| Q1 25 | $11.9B | $316.1M | ||
| Q4 24 | $11.9B | $324.3M | ||
| Q3 24 | $11.9B | $427.5M | ||
| Q2 24 | $11.7B | $335.3M | ||
| Q1 24 | $11.7B | $362.4M |
总资产
AVB
STHO
| Q4 25 | $22.2B | $570.2M | ||
| Q3 25 | $21.9B | $595.9M | ||
| Q2 25 | $21.8B | $589.9M | ||
| Q1 25 | $21.2B | $618.2M | ||
| Q4 24 | $21.0B | $608.7M | ||
| Q3 24 | $21.3B | $696.5M | ||
| Q2 24 | $21.0B | $601.0M | ||
| Q1 24 | $20.6B | $622.9M |
负债/权益比
AVB
STHO
| Q4 25 | 0.80× | 1.07× | ||
| Q3 25 | 0.73× | 0.94× | ||
| Q2 25 | 0.72× | 0.89× | ||
| Q1 25 | 0.70× | 0.73× | ||
| Q4 24 | 0.68× | 0.67× | ||
| Q3 24 | 0.70× | 0.47× | ||
| Q2 24 | 0.71× | 0.59× | ||
| Q1 24 | 0.68× | 0.54× |
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 | $-8.0M |
| 自由现金流经营现金流 - 资本支出 | $322.5M | — |
| 自由现金流率自由现金流/营收 | 17563.8% | — |
| 资本支出强度资本支出/营收 | 4246.2% | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
AVB
STHO
| Q4 25 | $400.4M | $-8.0M | ||
| Q3 25 | $477.0M | $5.3M | ||
| Q2 25 | $377.8M | $-2.6M | ||
| Q1 25 | $415.9M | $-6.3M | ||
| Q4 24 | $328.8M | $-6.9M | ||
| Q3 24 | $486.2M | $-3.8M | ||
| Q2 24 | $380.0M | $-6.4M | ||
| Q1 24 | $412.9M | $-14.2M |
自由现金流
AVB
STHO
| Q4 25 | $322.5M | — | ||
| Q3 25 | $402.2M | — | ||
| Q2 25 | $317.1M | — | ||
| Q1 25 | $367.5M | — | ||
| Q4 24 | $271.9M | — | ||
| Q3 24 | $434.2M | — | ||
| Q2 24 | $333.0M | — | ||
| Q1 24 | $375.4M | — |
自由现金流率
AVB
STHO
| Q4 25 | 17563.8% | — | ||
| Q3 25 | 21507.4% | — | ||
| Q2 25 | 19896.0% | — | ||
| Q1 25 | 21098.3% | — | ||
| Q4 24 | 15626.2% | — | ||
| Q3 24 | 25305.2% | — | ||
| Q2 24 | 18195.7% | — | ||
| Q1 24 | 20914.5% | — |
资本支出强度
AVB
STHO
| Q4 25 | 4246.2% | — | ||
| Q3 25 | 3998.4% | — | ||
| Q2 25 | 3806.1% | — | ||
| Q1 25 | 2776.7% | — | ||
| Q4 24 | 3271.1% | — | ||
| Q3 24 | 3026.3% | — | ||
| Q2 24 | 2568.9% | — | ||
| Q1 24 | 2088.6% | — |
现金转化率
AVB
STHO
| Q4 25 | 2.41× | — | ||
| Q3 25 | 1.25× | 2.95× | ||
| Q2 25 | 1.41× | — | ||
| Q1 25 | 1.76× | — | ||
| Q4 24 | 1.17× | — | ||
| Q3 24 | 1.31× | -0.04× | ||
| 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
业务分部营收拆解
AVB
暂无分部数据
STHO
| Land Development | $13.0M | 51% |
| Other Income Revenue | $9.3M | 37% |
| Operating Lease Income | $2.0M | 8% |
| Interest Income Revenue | $1.2M | 5% |