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Bank First Corp（BFC）与牛津地产（IIPR）财务数据对比。点击上方公司名可切换其他公司
牛津地产的季度营收约是Bank First Corp的1.5倍（$66.7M vs $44.9M），牛津地产净利率更高（47.8% vs 45.8%，领先2.0%），Bank First Corp同比增速更快（12.1% vs -13.1%），过去两年Bank First Corp的营收复合增速更高（9.1% vs -6.0%）
First Horizon Corporation（前身为田纳西第一银行）是一家成立于1864年、总部位于美国田纳西州孟菲斯的金融服务企业。通过旗下子公司First Horizon银行，其业务覆盖美国东南部12个州，是该区域第四大区域性银行。
牛津地产是一家加拿大跨国企业，业务涵盖房地产投资、开发与物业管理。其投资组合包含写字楼、零售、工业、多户住宅、生命科学及酒店类资产。该公司1960年以私营企业形式创立，自2003年起成为安大略省市政雇员退休系统（OMERS）的全资子公司，总部设于多伦多，在纽约、伦敦、澳大利亚、新加坡及卢森堡均设有区域总部。
BFC vs IIPR — 直观对比
营收规模更大
IIPR
是对方的1.5倍
$44.9M
营收增速更快
BFC
高出25.2%
-13.1%
净利率更高
IIPR
高出2.0%
45.8%
两年增速更快
BFC
近两年复合增速
-6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $44.9M | $66.7M |
| 净利润 | $18.4M | $31.8M |
| 毛利率 | — | — |
| 营业利润率 | 51.0% | 47.8% |
| 净利率 | 45.8% | 47.8% |
| 营收同比 | 12.1% | -13.1% |
| 净利润同比 | 4.8% | -20.4% |
| 每股收益（稀释后） | $1.87 | $1.07 |
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BFCIIPR
| Q4 25 | $44.9M | $66.7M | ||
| Q3 25 | $44.2M | $64.7M | ||
| Q2 25 | $41.6M | $62.9M | ||
| Q1 25 | $43.1M | $71.7M | ||
| Q4 24 | $40.1M | $76.7M | ||
| Q3 24 | $40.8M | $76.5M | ||
| Q2 24 | $38.9M | $79.8M | ||
| Q1 24 | $37.7M | $75.5M |
净利润BFCIIPR
| Q4 25 | $18.4M | $31.8M | ||
| Q3 25 | $18.0M | $29.3M | ||
| Q2 25 | $16.9M | $26.0M | ||
| Q1 25 | $18.2M | $31.1M | ||
| Q4 24 | $17.5M | $40.0M | ||
| Q3 24 | $16.6M | $40.2M | ||
| Q2 24 | $16.1M | $42.0M | ||
| Q1 24 | $15.4M | $39.4M |
营业利润率BFCIIPR
| Q4 25 | 51.0% | 47.8% | ||
| Q3 25 | 50.8% | 45.5% | ||
| Q2 25 | 49.7% | 45.9% | ||
| Q1 25 | 51.3% | 47.4% | ||
| Q4 24 | 54.4% | 54.7% | ||
| Q3 24 | 50.7% | 54.8% | ||
| Q2 24 | 51.0% | 53.1% | ||
| Q1 24 | 45.6% | 55.7% |
净利率BFCIIPR
| Q4 25 | 45.8% | 47.8% | ||
| Q3 25 | 40.7% | 45.3% | ||
| Q2 25 | 40.5% | 41.4% | ||
| Q1 25 | 42.3% | 43.3% | ||
| Q4 24 | 49.3% | 52.2% | ||
| Q3 24 | 40.6% | 52.6% | ||
| Q2 24 | 41.3% | 52.6% | ||
| Q1 24 | 40.8% | 52.3% |
每股收益（稀释后）BFCIIPR
| Q4 25 | $1.87 | $1.07 | ||
| Q3 25 | $1.83 | $0.97 | ||
| Q2 25 | $1.71 | $0.86 | ||
| Q1 25 | $1.82 | $1.03 | ||
| Q4 24 | $1.75 | $1.35 | ||
| Q3 24 | $1.65 | $1.37 | ||
| Q2 24 | $1.59 | $1.44 | ||
| Q1 24 | $1.51 | $1.36 |
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 | $243.2M | $47.6M |
| 总债务越低越好 | — | $393.7M |
| 股东权益账面价值 | $643.8M | $1.8B |
| 总资产 | $4.5B | $2.4B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资BFCIIPR
| Q4 25 | $243.2M | $47.6M | ||
| Q3 25 | $126.2M | $41.9M | ||
| Q2 25 | $120.3M | $104.9M | ||
| Q1 25 | $300.9M | $133.3M | ||
| Q4 24 | $261.3M | $151.2M | ||
| Q3 24 | $204.4M | $172.4M | ||
| Q2 24 | $99.0M | $160.9M | ||
| Q1 24 | $83.4M | $173.5M |
总债务BFCIIPR
| Q4 25 | — | $393.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BFCIIPR
| Q4 25 | $643.8M | $1.8B | ||
| Q3 25 | $628.1M | $1.9B | ||
| Q2 25 | $612.3M | $1.9B | ||
| Q1 25 | $648.4M | $1.9B | ||
| Q4 24 | $639.7M | $1.9B | ||
| Q3 24 | $628.9M | $1.9B | ||
| Q2 24 | $614.6M | $1.9B | ||
| Q1 24 | $609.3M | $2.0B |
总资产BFCIIPR
| Q4 25 | $4.5B | $2.4B | ||
| Q3 25 | $4.4B | $2.3B | ||
| Q2 25 | $4.4B | $2.3B | ||
| Q1 25 | $4.5B | $2.4B | ||
| Q4 24 | $4.5B | $2.4B | ||
| Q3 24 | $4.3B | $2.4B | ||
| Q2 24 | $4.1B | $2.4B | ||
| Q1 24 | $4.1B | $2.4B |
负债/权益比BFCIIPR
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $62.5M | $198.2M |
| 自由现金流经营现金流 - 资本支出 | $51.0M | — |
| 自由现金流率自由现金流/营收 | 113.6% | — |
| 资本支出强度资本支出/营收 | 25.5% | — |
| 现金转化率经营现金流/净利润 | 3.40× | 6.22× |
| 过去12个月自由现金流最近4个季度 | $75.8M | — |
8季度趋势，按日历期对齐
经营现金流BFCIIPR
| Q4 25 | $62.5M | $198.2M | ||
| Q3 25 | $15.5M | $45.6M | ||
| Q2 25 | $11.9M | $48.4M | ||
| Q1 25 | $6.2M | $54.2M | ||
| Q4 24 | $65.8M | $258.4M | ||
| Q3 24 | $18.8M | $64.9M | ||
| Q2 24 | $14.9M | $64.2M | ||
| Q1 24 | $1.3M | $71.6M |
自由现金流BFCIIPR
| Q4 25 | $51.0M | — | ||
| Q3 25 | $12.5M | — | ||
| Q2 25 | $8.2M | — | ||
| Q1 25 | $4.0M | — | ||
| Q4 24 | $58.6M | — | ||
| Q3 24 | $16.9M | — | ||
| Q2 24 | $13.7M | — | ||
| Q1 24 | $551.0K | — |
自由现金流率BFCIIPR
| Q4 25 | 113.6% | — | ||
| Q3 25 | 28.2% | — | ||
| Q2 25 | 19.8% | — | ||
| Q1 25 | 9.3% | — | ||
| Q4 24 | 146.3% | — | ||
| Q3 24 | 41.5% | — | ||
| Q2 24 | 35.3% | — | ||
| Q1 24 | 1.5% | — |
资本支出强度BFCIIPR
| Q4 25 | 25.5% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 8.7% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 18.0% | — | ||
| Q3 24 | 4.5% | — | ||
| Q2 24 | 3.1% | — | ||
| Q1 24 | 2.1% | — |
现金转化率BFCIIPR
| Q4 25 | 3.40× | 6.22× | ||
| Q3 25 | 0.86× | 1.56× | ||
| Q2 25 | 0.70× | 1.86× | ||
| Q1 25 | 0.34× | 1.75× | ||
| Q4 24 | 3.75× | 6.46× | ||
| Q3 24 | 1.13× | 1.61× | ||
| Q2 24 | 0.93× | 1.53× | ||
| Q1 24 | 0.09× | 1.82× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
