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贝壳控股(BEKE)与La Rosa Holdings Corp.(LRHC)财务数据对比。点击上方公司名可切换其他公司
贝壳控股的季度营收约是La Rosa Holdings Corp.的160.2倍($3.2B vs $20.2M)。贝壳控股净利率更高(3.2% vs -27.4%,领先30.6%)。过去两年La Rosa Holdings Corp.的营收复合增速更高(72.5% vs 9.8%)
贝壳控股是中国领先的线上线下一体化居住服务平台,旗下运营贝壳找房等品牌,业务覆盖二手房交易经纪、新房代理销售、房屋租赁、家装改造及居住相关金融咨询服务,可满足消费者全周期居住需求。
拉罗萨控股旗下的万拉罗萨父子通心粉公司由西西里移民文森佐·拉罗萨于1914年创立,发展至今已成为美国规模领先的区域知名食品品牌,可生产四十余种意面产品,在当地市场拥有较高的认可度。
BEKE vs LRHC — 直观对比
营收规模更大
BEKE
是对方的160.2倍
$20.2M
净利率更高
BEKE
高出30.6%
-27.4%
两年增速更快
LRHC
近两年复合增速
9.8%
损益表 — Q3 2025 vs Q3 2025
| 指标 | ||
|---|---|---|
| 营收 | $3.2B | $20.2M |
| 净利润 | $104.9M | $-5.5M |
| 毛利率 | 21.4% | 8.4% |
| 营业利润率 | 2.6% | -24.7% |
| 净利率 | 3.2% | -27.4% |
| 营收同比 | — | 3.2% |
| 净利润同比 | — | -125.7% |
| 每股收益(稀释后) | — | $-5.44 |
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
BEKE
LRHC
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.6B | $20.2M | ||
| Q2 25 | — | $23.2M | ||
| Q1 25 | $3.2B | $17.5M | ||
| Q4 24 | — | $17.7M | ||
| Q3 24 | $3.2B | $19.6M | ||
| Q2 24 | $3.2B | $19.1M | ||
| Q1 24 | $2.3B | $13.1M |
净利润
BEKE
LRHC
| Q4 25 | $104.9M | — | ||
| Q3 25 | $182.4M | $-5.5M | ||
| Q2 25 | — | $78.4M | ||
| Q1 25 | $117.9M | $-95.7M | ||
| Q4 24 | — | $-5.1M | ||
| Q3 24 | $166.5M | $-2.5M | ||
| Q2 24 | $261.5M | $-2.3M | ||
| Q1 24 | $59.8M | $-4.6M |
毛利率
BEKE
LRHC
| Q4 25 | 21.4% | — | ||
| Q3 25 | 21.9% | 8.4% | ||
| Q2 25 | — | 8.0% | ||
| Q1 25 | 20.7% | 8.8% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | 22.7% | 8.3% | ||
| Q2 24 | 27.9% | 8.3% | ||
| Q1 24 | 25.2% | 8.9% |
营业利润率
BEKE
LRHC
| Q4 25 | 2.6% | — | ||
| Q3 25 | 4.1% | -24.7% | ||
| Q2 25 | — | -10.6% | ||
| Q1 25 | 2.5% | -26.7% | ||
| Q4 24 | — | -17.1% | ||
| Q3 24 | 3.2% | -8.9% | ||
| Q2 24 | 8.6% | -9.7% | ||
| Q1 24 | 0.1% | -35.0% |
净利率
BEKE
LRHC
| Q4 25 | 3.2% | — | ||
| Q3 25 | 5.0% | -27.4% | ||
| Q2 25 | — | 337.8% | ||
| Q1 25 | 3.7% | -546.5% | ||
| Q4 24 | — | -28.7% | ||
| Q3 24 | 5.2% | -12.5% | ||
| Q2 24 | 8.1% | -12.2% | ||
| Q1 24 | 2.6% | -35.1% |
每股收益(稀释后)
BEKE
LRHC
| Q4 25 | — | — | ||
| Q3 25 | — | $-5.44 | ||
| Q2 25 | — | $15.25 | ||
| Q1 25 | — | $-5.86 | ||
| Q4 24 | — | $28.54 | ||
| Q3 24 | — | $-16.49 | ||
| Q2 24 | — | $-12.49 | ||
| Q1 24 | — | $-0.35 |
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 | $1.3B | $4.0M |
| 总债务越低越好 | — | $642.8K |
| 股东权益账面价值 | — | $1.6M |
| 总资产 | $16.8B | $21.7M |
| 负债/权益比越低杠杆越低 | — | 0.41× |
8季度趋势,按日历期对齐
现金及短期投资
BEKE
LRHC
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.6B | $4.0M | ||
| Q2 25 | — | $5.1M | ||
| Q1 25 | $1.8B | $2.9M | ||
| Q4 24 | — | $1.4M | ||
| Q3 24 | $1.4B | $1.8M | ||
| Q2 24 | $1.3B | $1.6M | ||
| Q1 24 | $2.5B | $1.1M |
总债务
BEKE
LRHC
| Q4 25 | — | — | ||
| Q3 25 | — | $642.8K | ||
| Q2 25 | — | $644.3K | ||
| Q1 25 | — | $645.9K | ||
| Q4 24 | — | $647.6K | ||
| Q3 24 | — | $649.2K | ||
| Q2 24 | — | $650.8K | ||
| Q1 24 | — | $652.4K |
股东权益
BEKE
LRHC
| Q4 25 | — | — | ||
| Q3 25 | $9.6B | $1.6M | ||
| Q2 25 | — | $3.4M | ||
| Q1 25 | $9.5B | $-87.5M | ||
| Q4 24 | — | $2.6M | ||
| Q3 24 | $10.1B | $5.0M | ||
| Q2 24 | $9.7B | $4.7M | ||
| Q1 24 | $9.6B | $5.6M |
总资产
BEKE
LRHC
| Q4 25 | $16.8B | — | ||
| Q3 25 | $17.3B | $21.7M | ||
| Q2 25 | — | $22.9M | ||
| Q1 25 | $18.0B | $21.0M | ||
| Q4 24 | — | $19.4M | ||
| Q3 24 | $17.5B | $19.7M | ||
| Q2 24 | $16.9B | $18.7M | ||
| Q1 24 | $16.5B | $16.3M |
负债/权益比
BEKE
LRHC
| Q4 25 | — | — | ||
| Q3 25 | — | 0.41× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.25× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.12× |
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 | — | $-1.3M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
BEKE
LRHC
| Q4 25 | — | — | ||
| Q3 25 | — | $-1.3M | ||
| Q2 25 | — | $-1.4M | ||
| Q1 25 | $-546.4M | $-3.5M | ||
| Q4 24 | — | $-1.1M | ||
| Q3 24 | $64.0M | $-591.6K | ||
| Q2 24 | — | $-803.1K | ||
| Q1 24 | — | $-538.3K |
现金转化率
BEKE
LRHC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -0.02× | ||
| Q1 25 | -4.64× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.38× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
BEKE
| New home transaction services | $932.6M | 29% |
| Existing home transaction services | $841.5M | 26% |
| Home rental services | $804.4M | 25% |
| Home renovation and furnishing | $604.0M | 19% |
| Emerging and other services | $55.6M | 2% |
LRHC
| Real Estate Residential Brokerage Services | $16.8M | 83% |
| Transferred Over Time | $3.5M | 17% |