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Bluerock Homes Trust, Inc.（BHM）与Compass, Inc.（COMP）财务数据对比。点击上方公司名可切换其他公司
Compass, Inc.的季度营收约是Bluerock Homes Trust, Inc.的89.9倍（$1.7B vs $18.9M）。Compass, Inc.净利率更高（-2.5% vs -50.1%，领先47.6%）。Bluerock Homes Trust, Inc.同比增速更快（36.9% vs 23.1%）。Compass, Inc.自由现金流更多（$42.2M vs $-4.2M）。过去两年Bluerock Homes Trust, Inc.的营收复合增速更高（30.1% vs 27.0%）
Bluerock Homes Trust, Inc.是一家总部位于美国的房地产投资信托企业，主要收购、持有并运营优质单户住宅租赁资产，面向美国高增长郊区市场的中等收入租户，聚焦人口基本面向好、租赁需求旺盛的区域布局。
Compass, Inc.是美国主营住宅房产经纪业务的企业，其平台旗下有约3.3万名经纪人，大多为独立合同工，运营Compass、21世纪不动产、科威国际不动产、苏富比国际地产、佳士得国际地产等多个知名房产经纪品牌。
BHM vs COMP — 直观对比
营收规模更大
COMP
是对方的89.9倍
$18.9M
营收增速更快
BHM
高出13.8%
23.1%
净利率更高
COMP
高出47.6%
-50.1%
自由现金流更多
COMP
多$46.4M
$-4.2M
两年增速更快
BHM
近两年复合增速
27.0%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $18.9M | $1.7B |
| 净利润 | $-9.5M | $-42.6M |
| 毛利率 | — | — |
| 营业利润率 | -48.8% | -2.5% |
| 净利率 | -50.1% | -2.5% |
| 营收同比 | 36.9% | 23.1% |
| 净利润同比 | -29.9% | -5.2% |
| 每股收益（稀释后） | $-0.75 | $-0.07 |
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BHMCOMP
| Q4 25 | $18.9M | $1.7B | ||
| Q3 25 | $16.6M | $1.8B | ||
| Q2 25 | $16.8M | $2.1B | ||
| Q1 25 | $16.4M | $1.4B | ||
| Q4 24 | $13.8M | $1.4B | ||
| Q3 24 | $12.7M | $1.5B | ||
| Q2 24 | $12.5M | $1.7B | ||
| Q1 24 | $11.2M | $1.1B |
净利润BHMCOMP
| Q4 25 | $-9.5M | $-42.6M | ||
| Q3 25 | $-10.0M | $-4.6M | ||
| Q2 25 | $-5.8M | $39.4M | ||
| Q1 25 | $-7.3M | $-50.7M | ||
| Q4 24 | $-7.3M | $-40.5M | ||
| Q3 24 | $3.5M | $-1.7M | ||
| Q2 24 | $-5.2M | $20.7M | ||
| Q1 24 | $-3.2M | $-132.9M |
营业利润率BHMCOMP
| Q4 25 | -48.8% | -2.5% | ||
| Q3 25 | -57.6% | -0.4% | ||
| Q2 25 | -30.9% | 1.9% | ||
| Q1 25 | -42.6% | -4.0% | ||
| Q4 24 | -52.8% | -2.9% | ||
| Q3 24 | 27.9% | -0.2% | ||
| Q2 24 | -41.3% | 1.3% | ||
| Q1 24 | -28.4% | -12.5% |
净利率BHMCOMP
| Q4 25 | -50.1% | -2.5% | ||
| Q3 25 | -60.0% | -0.2% | ||
| Q2 25 | -34.7% | 1.9% | ||
| Q1 25 | -44.7% | -3.7% | ||
| Q4 24 | -52.8% | -2.9% | ||
| Q3 24 | 27.9% | -0.1% | ||
| Q2 24 | -41.3% | 1.2% | ||
| Q1 24 | -28.4% | -12.6% |
每股收益（稀释后）BHMCOMP
| Q4 25 | $-0.75 | $-0.07 | ||
| Q3 25 | $-0.94 | $-0.01 | ||
| Q2 25 | $-0.66 | $0.07 | ||
| Q1 25 | $-0.67 | $-0.09 | ||
| Q4 24 | $-0.65 | $-0.08 | ||
| Q3 24 | $0.24 | $0.00 | ||
| Q2 24 | $-0.42 | $0.04 | ||
| Q1 24 | $-0.27 | $-0.27 |
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 | $169.6M | $199.0M |
| 总债务越低越好 | $428.4M | — |
| 股东权益账面价值 | $128.7M | $782.0M |
| 总资产 | $1.2B | $1.5B |
| 负债/权益比越低杠杆越低 | 3.33× | — |
8季度趋势，按日历期对齐
现金及短期投资BHMCOMP
| Q4 25 | $169.6M | $199.0M | ||
| Q3 25 | $2.1M | $170.3M | ||
| Q2 25 | $4.2M | $177.3M | ||
| Q1 25 | $3.0M | $127.0M | ||
| Q4 24 | $115.2M | $223.8M | ||
| Q3 24 | $155.1M | $211.2M | ||
| Q2 24 | $116.0M | $185.8M | ||
| Q1 24 | $92.3M | $165.9M |
总债务BHMCOMP
| Q4 25 | $428.4M | — | ||
| Q3 25 | $415.9M | — | ||
| Q2 25 | $338.6M | — | ||
| Q1 25 | $336.5M | — | ||
| Q4 24 | $373.8M | — | ||
| Q3 24 | $122.5M | — | ||
| Q2 24 | $119.7M | — | ||
| Q1 24 | $120.2M | — |
股东权益BHMCOMP
| Q4 25 | $128.7M | $782.0M | ||
| Q3 25 | $131.7M | $773.3M | ||
| Q2 25 | $135.3M | $719.9M | ||
| Q1 25 | $137.1M | $635.0M | ||
| Q4 24 | $139.1M | $409.4M | ||
| Q3 24 | $142.9M | $428.0M | ||
| Q2 24 | $142.5M | $398.4M | ||
| Q1 24 | $144.5M | $330.3M |
总资产BHMCOMP
| Q4 25 | $1.2B | $1.5B | ||
| Q3 25 | $222.1M | $1.6B | ||
| Q2 25 | $220.3M | $1.6B | ||
| Q1 25 | $186.2M | $1.5B | ||
| Q4 24 | $967.0M | $1.2B | ||
| Q3 24 | $800.8M | $1.2B | ||
| Q2 24 | $756.2M | $1.2B | ||
| Q1 24 | $727.4M | $1.1B |
负债/权益比BHMCOMP
| Q4 25 | 3.33× | — | ||
| Q3 25 | 3.16× | — | ||
| Q2 25 | 2.50× | — | ||
| Q1 25 | 2.45× | — | ||
| Q4 24 | 2.69× | — | ||
| Q3 24 | 0.86× | — | ||
| Q2 24 | 0.84× | — | ||
| Q1 24 | 0.83× | — |
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 | $-491.0K | $45.3M |
| 自由现金流经营现金流 - 资本支出 | $-4.2M | $42.2M |
| 自由现金流率自由现金流/营收 | -22.1% | 2.5% |
| 资本支出强度资本支出/营收 | 19.6% | 0.2% |
| 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 | $10.4M | $203.3M |
8季度趋势，按日历期对齐
经营现金流BHMCOMP
| Q4 25 | $-491.0K | $45.3M | ||
| Q3 25 | $13.4M | $75.5M | ||
| Q2 25 | $13.9M | $72.8M | ||
| Q1 25 | $951.0K | $23.1M | ||
| Q4 24 | $5.0M | $30.5M | ||
| Q3 24 | $1.7M | $37.4M | ||
| Q2 24 | $1.3M | $45.0M | ||
| Q1 24 | $1.1M | $8.6M |
自由现金流BHMCOMP
| Q4 25 | $-4.2M | $42.2M | ||
| Q3 25 | $8.7M | $73.6M | ||
| Q2 25 | $8.8M | $68.0M | ||
| Q1 25 | $-2.9M | $19.5M | ||
| Q4 24 | $1.6M | $26.7M | ||
| Q3 24 | $-601.0K | $32.8M | ||
| Q2 24 | $-654.0K | $40.4M | ||
| Q1 24 | $-630.0K | $5.9M |
自由现金流率BHMCOMP
| Q4 25 | -22.1% | 2.5% | ||
| Q3 25 | 52.4% | 4.0% | ||
| Q2 25 | 52.2% | 3.3% | ||
| Q1 25 | -17.6% | 1.4% | ||
| Q4 24 | 11.8% | 1.9% | ||
| Q3 24 | -4.7% | 2.2% | ||
| Q2 24 | -5.2% | 2.4% | ||
| Q1 24 | -5.6% | 0.6% |
资本支出强度BHMCOMP
| Q4 25 | 19.6% | 0.2% | ||
| Q3 25 | 28.5% | 0.1% | ||
| Q2 25 | 30.3% | 0.2% | ||
| Q1 25 | 23.4% | 0.3% | ||
| Q4 24 | 24.4% | 0.3% | ||
| Q3 24 | 18.0% | 0.3% | ||
| Q2 24 | 15.3% | 0.3% | ||
| Q1 24 | 15.5% | 0.3% |
现金转化率BHMCOMP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.85× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | — | 2.17× | ||
| 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
BHM
| Residential Communities Segment | $11.4M | 61% |
| Scattered Single Family Homes Segment | $7.5M | 39% |
COMP
暂无分部数据
