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Mission Produce, Inc.(AVO)与Essex Property Trust(ESS)财务数据对比。点击上方公司名可切换其他公司
Essex Property Trust的季度营收约是Mission Produce, Inc.的1.5倍($479.6M vs $319.0M),Essex Property Trust净利率更高(17.9% vs 5.0%,领先12.9%),Essex Property Trust同比增速更快(5.5% vs -10.0%),过去两年Mission Produce, Inc.的营收复合增速更高(11.0% vs 6.0%)
根据现有信息,该描述将Mission Produce, Inc.错误混淆为一家日本电子游戏企业。原描述提及这家企业由前IREM员工于1990年4月6日创立,曾为艾尼克斯、哈德森开发多款游戏,作品覆盖街机、超级任天堂、Nintendo 64、PlayStation等多个平台。
Essex Property Trust是一家公开上市的房地产投资信托企业,重点布局美国西海岸优质不动产市场,核心投资标的为加利福尼亚州及西雅图大都会区的公寓类物业,在长租公寓的投资、运营及管理领域拥有深厚的行业积累与资源优势。
AVO vs ESS — 直观对比
营收规模更大
ESS
是对方的1.5倍
$319.0M
营收增速更快
ESS
高出15.5%
-10.0%
净利率更高
ESS
高出12.9%
5.0%
两年增速更快
AVO
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $319.0M | $479.6M |
| 净利润 | $16.0M | $85.7M |
| 毛利率 | 17.5% | 70.0% |
| 营业利润率 | 8.8% | 31.7% |
| 净利率 | 5.0% | 17.9% |
| 营收同比 | -10.0% | 5.5% |
| 净利润同比 | -7.5% | -71.6% |
| 每股收益(稀释后) | $0.23 | $1.24 |
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
AVO
ESS
| Q4 25 | $319.0M | $479.6M | ||
| Q3 25 | $357.7M | $473.3M | ||
| Q2 25 | $380.3M | $469.8M | ||
| Q1 25 | $334.2M | $464.6M | ||
| Q4 24 | $354.4M | $454.5M | ||
| Q3 24 | $324.0M | $450.7M | ||
| Q2 24 | $297.6M | $442.4M | ||
| Q1 24 | $258.7M | $426.9M |
净利润
AVO
ESS
| Q4 25 | $16.0M | $85.7M | ||
| Q3 25 | $14.7M | $172.7M | ||
| Q2 25 | $3.1M | $231.5M | ||
| Q1 25 | $3.9M | $212.8M | ||
| Q4 24 | $17.3M | $301.7M | ||
| Q3 24 | $12.4M | $125.5M | ||
| Q2 24 | $7.0M | $99.0M | ||
| Q1 24 | $0 | $285.1M |
毛利率
AVO
ESS
| Q4 25 | 17.5% | 70.0% | ||
| Q3 25 | 12.6% | 69.2% | ||
| Q2 25 | 7.5% | 70.7% | ||
| Q1 25 | 9.4% | 69.6% | ||
| Q4 24 | 15.7% | 70.0% | ||
| Q3 24 | 11.4% | 69.5% | ||
| Q2 24 | 10.4% | 70.8% | ||
| Q1 24 | 11.1% | 69.7% |
营业利润率
AVO
ESS
| Q4 25 | 8.8% | 31.7% | ||
| Q3 25 | 5.9% | 44.5% | ||
| Q2 25 | 1.8% | 59.5% | ||
| Q1 25 | 2.8% | 55.3% | ||
| Q4 24 | 8.1% | 67.0% | ||
| Q3 24 | 5.2% | 28.6% | ||
| Q2 24 | 4.1% | 31.1% | ||
| Q1 24 | 3.1% | 31.0% |
净利率
AVO
ESS
| Q4 25 | 5.0% | 17.9% | ||
| Q3 25 | 4.1% | 36.5% | ||
| Q2 25 | 0.8% | 49.3% | ||
| Q1 25 | 1.2% | 45.8% | ||
| Q4 24 | 4.9% | 66.4% | ||
| Q3 24 | 3.8% | 27.8% | ||
| Q2 24 | 2.4% | 22.4% | ||
| Q1 24 | — | 66.8% |
每股收益(稀释后)
AVO
ESS
| Q4 25 | $0.23 | $1.24 | ||
| Q3 25 | $0.21 | $2.56 | ||
| Q2 25 | $0.04 | $3.44 | ||
| Q1 25 | $0.05 | $3.16 | ||
| Q4 24 | $0.25 | $4.00 | ||
| Q3 24 | $0.17 | $1.84 | ||
| Q2 24 | $0.10 | $1.45 | ||
| Q1 24 | $0.00 | $4.25 |
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 | $64.8M | $76.2M |
| 总债务越低越好 | $95.8M | — |
| 股东权益账面价值 | $587.3M | $5.5B |
| 总资产 | $983.0M | $13.2B |
| 负债/权益比越低杠杆越低 | 0.16× | — |
8季度趋势,按日历期对齐
现金及短期投资
AVO
ESS
| Q4 25 | $64.8M | $76.2M | ||
| Q3 25 | $43.7M | $66.0M | ||
| Q2 25 | $36.7M | $58.7M | ||
| Q1 25 | $40.1M | $98.7M | ||
| Q4 24 | $58.0M | $66.8M | ||
| Q3 24 | $49.5M | $71.3M | ||
| Q2 24 | $46.2M | $55.2M | ||
| Q1 24 | $39.9M | $499.0M |
总债务
AVO
ESS
| Q4 25 | $95.8M | — | ||
| Q3 25 | $131.5M | $6.4B | ||
| Q2 25 | $147.2M | $6.4B | ||
| Q1 25 | $117.9M | $6.8B | ||
| Q4 24 | $113.7M | — | ||
| Q3 24 | $134.4M | $6.4B | ||
| Q2 24 | $170.2M | $6.2B | ||
| Q1 24 | $156.1M | $6.6B |
股东权益
AVO
ESS
| Q4 25 | $587.3M | $5.5B | ||
| Q3 25 | $568.7M | $5.6B | ||
| Q2 25 | $552.3M | $5.6B | ||
| Q1 25 | $550.8M | $5.6B | ||
| Q4 24 | $547.3M | $5.5B | ||
| Q3 24 | $527.3M | $5.4B | ||
| Q2 24 | $513.3M | $5.5B | ||
| Q1 24 | $505.1M | $5.5B |
总资产
AVO
ESS
| Q4 25 | $983.0M | $13.2B | ||
| Q3 25 | $1.0B | $13.2B | ||
| Q2 25 | $1.0B | $13.2B | ||
| Q1 25 | $997.8M | $13.2B | ||
| Q4 24 | $971.5M | $12.9B | ||
| Q3 24 | $959.9M | $12.6B | ||
| Q2 24 | $966.9M | $12.5B | ||
| Q1 24 | $937.5M | $12.9B |
负债/权益比
AVO
ESS
| Q4 25 | 0.16× | — | ||
| Q3 25 | 0.23× | 1.15× | ||
| Q2 25 | 0.27× | 1.14× | ||
| Q1 25 | 0.21× | 1.22× | ||
| Q4 24 | 0.21× | — | ||
| Q3 24 | 0.25× | 1.18× | ||
| Q2 24 | 0.33× | 1.13× | ||
| Q1 24 | 0.31× | 1.19× |
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 | $67.2M | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $55.6M | — |
| 自由现金流率自由现金流/营收 | 17.4% | — |
| 资本支出强度资本支出/营收 | 3.6% | — |
| 现金转化率经营现金流/净利润 | 4.20× | 12.53× |
| 过去12个月自由现金流最近4个季度 | $37.2M | — |
8季度趋势,按日历期对齐
经营现金流
AVO
ESS
| Q4 25 | $67.2M | $1.1B | ||
| Q3 25 | $34.4M | $342.6M | ||
| Q2 25 | $-11.8M | $216.1M | ||
| Q1 25 | $-1.2M | $281.5M | ||
| Q4 24 | $38.0M | $1.1B | ||
| Q3 24 | $42.5M | $316.2M | ||
| Q2 24 | $3.4M | $218.9M | ||
| Q1 24 | $9.5M | $314.9M |
自由现金流
AVO
ESS
| Q4 25 | $55.6M | — | ||
| Q3 25 | $22.6M | — | ||
| Q2 25 | $-25.0M | — | ||
| Q1 25 | $-16.0M | — | ||
| Q4 24 | $31.1M | — | ||
| Q3 24 | $34.9M | — | ||
| Q2 24 | $-4.4M | — | ||
| Q1 24 | $-400.0K | — |
自由现金流率
AVO
ESS
| Q4 25 | 17.4% | — | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | -6.6% | — | ||
| Q1 25 | -4.8% | — | ||
| Q4 24 | 8.8% | — | ||
| Q3 24 | 10.8% | — | ||
| Q2 24 | -1.5% | — | ||
| Q1 24 | -0.2% | — |
资本支出强度
AVO
ESS
| Q4 25 | 3.6% | — | ||
| Q3 25 | 3.3% | — | ||
| Q2 25 | 3.5% | — | ||
| Q1 25 | 4.4% | — | ||
| Q4 24 | 1.9% | — | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | 2.6% | — | ||
| Q1 24 | 3.8% | — |
现金转化率
AVO
ESS
| Q4 25 | 4.20× | 12.53× | ||
| Q3 25 | 2.34× | 1.98× | ||
| Q2 25 | -3.81× | 0.93× | ||
| Q1 25 | -0.31× | 1.32× | ||
| Q4 24 | 2.20× | 3.54× | ||
| Q3 24 | 3.43× | 2.52× | ||
| Q2 24 | 0.49× | 2.21× | ||
| Q1 24 | — | 1.10× |
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
AVO
| Avocado | $256.9M | 81% |
| Blueberry | $36.5M | 11% |
| Mango | $18.7M | 6% |
| Other | $6.9M | 2% |
ESS
暂无分部数据