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BJs RESTAURANTS INC（BJRI）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BJs RESTAURANTS INC的1.3倍（$479.6M vs $355.4M），Essex Property Trust净利率更高（17.9% vs 3.6%，领先14.3%），Essex Property Trust同比增速更快（5.5% vs 3.2%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs 2.6%）
BJ's Restaurants Inc.是美国休闲连锁餐饮企业，旗下门店遍布美国多个地区，主打招牌深盘披萨、精酿啤酒、手工鸡尾酒及各类美式家常餐食，服务家庭聚餐、朋友聚会等多元客群，主打轻松舒适的用餐氛围。
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。
BJRI vs ESS — 直观对比
营收规模更大
ESS
是对方的1.3倍
$355.4M
营收增速更快
ESS
高出2.3%
3.2%
净利率更高
ESS
高出14.3%
3.6%
两年增速更快
ESS
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $355.4M | $479.6M |
| 净利润 | $12.6M | $85.7M |
| 毛利率 | 74.5% | 70.0% |
| 营业利润率 | 3.1% | 31.7% |
| 净利率 | 3.6% | 17.9% |
| 营收同比 | 3.2% | 5.5% |
| 净利润同比 | -24.2% | -71.6% |
| 每股收益（稀释后） | $0.58 | $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BJRIESS
| Q4 25 | $355.4M | $479.6M | ||
| Q3 25 | $365.6M | $473.3M | ||
| Q2 25 | $348.0M | $469.8M | ||
| Q1 25 | — | $464.6M | ||
| Q4 24 | $325.7M | $454.5M | ||
| Q3 24 | $349.9M | $450.7M | ||
| Q2 24 | $337.3M | $442.4M | ||
| Q1 24 | — | $426.9M |
净利润BJRIESS
| Q4 25 | $12.6M | $85.7M | ||
| Q3 25 | $22.2M | $172.7M | ||
| Q2 25 | $13.5M | $231.5M | ||
| Q1 25 | — | $212.8M | ||
| Q4 24 | $-2.9M | $301.7M | ||
| Q3 24 | $17.2M | $125.5M | ||
| Q2 24 | $7.7M | $99.0M | ||
| Q1 24 | — | $285.1M |
毛利率BJRIESS
| Q4 25 | 74.5% | 70.0% | ||
| Q3 25 | 75.2% | 69.2% | ||
| Q2 25 | 75.0% | 70.7% | ||
| Q1 25 | — | 69.6% | ||
| Q4 24 | 73.4% | 70.0% | ||
| Q3 24 | 74.3% | 69.5% | ||
| Q2 24 | 74.8% | 70.8% | ||
| Q1 24 | — | 69.7% |
营业利润率BJRIESS
| Q4 25 | 3.1% | 31.7% | ||
| Q3 25 | 5.8% | 44.5% | ||
| Q2 25 | 4.3% | 59.5% | ||
| Q1 25 | — | 55.3% | ||
| Q4 24 | -0.8% | 67.0% | ||
| Q3 24 | 3.8% | 28.6% | ||
| Q2 24 | 2.4% | 31.1% | ||
| Q1 24 | — | 31.0% |
净利率BJRIESS
| Q4 25 | 3.6% | 17.9% | ||
| Q3 25 | 6.1% | 36.5% | ||
| Q2 25 | 3.9% | 49.3% | ||
| Q1 25 | — | 45.8% | ||
| Q4 24 | -0.9% | 66.4% | ||
| Q3 24 | 4.9% | 27.8% | ||
| Q2 24 | 2.3% | 22.4% | ||
| Q1 24 | — | 66.8% |
每股收益（稀释后）BJRIESS
| Q4 25 | $0.58 | $1.24 | ||
| Q3 25 | $0.97 | $2.56 | ||
| Q2 25 | $0.58 | $3.44 | ||
| Q1 25 | — | $3.16 | ||
| Q4 24 | $-0.13 | $4.00 | ||
| Q3 24 | $0.72 | $1.84 | ||
| Q2 24 | $0.32 | $1.45 | ||
| Q1 24 | — | $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 | $23.8M | $76.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $366.2M | $5.5B |
| 总资产 | $1.0B | $13.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BJRIESS
| Q4 25 | $23.8M | $76.2M | ||
| Q3 25 | $26.0M | $66.0M | ||
| Q2 25 | $19.0M | $58.7M | ||
| Q1 25 | — | $98.7M | ||
| Q4 24 | $18.4M | $66.8M | ||
| Q3 24 | $16.2M | $71.3M | ||
| Q2 24 | $18.8M | $55.2M | ||
| Q1 24 | — | $499.0M |
总债务BJRIESS
| Q4 25 | — | — | ||
| Q3 25 | $60.5M | $6.4B | ||
| Q2 25 | $85.5M | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | $66.5M | — | ||
| Q3 24 | $63.5M | $6.4B | ||
| Q2 24 | $58.0M | $6.2B | ||
| Q1 24 | — | $6.6B |
股东权益BJRIESS
| Q4 25 | $366.2M | $5.5B | ||
| Q3 25 | $386.6M | $5.6B | ||
| Q2 25 | $371.5M | $5.6B | ||
| Q1 25 | — | $5.6B | ||
| Q4 24 | $376.2M | $5.5B | ||
| Q3 24 | $386.5M | $5.4B | ||
| Q2 24 | $375.4M | $5.5B | ||
| Q1 24 | — | $5.5B |
总资产BJRIESS
| Q4 25 | $1.0B | $13.2B | ||
| Q3 25 | $1.0B | $13.2B | ||
| Q2 25 | $1.0B | $13.2B | ||
| Q1 25 | — | $13.2B | ||
| Q4 24 | $1.0B | $12.9B | ||
| Q3 24 | $1.0B | $12.6B | ||
| Q2 24 | $1.0B | $12.5B | ||
| Q1 24 | — | $12.9B |
负债/权益比BJRIESS
| Q4 25 | — | — | ||
| Q3 25 | 0.16× | 1.15× | ||
| Q2 25 | 0.23× | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | 0.18× | — | ||
| Q3 24 | 0.16× | 1.18× | ||
| Q2 24 | 0.15× | 1.13× | ||
| Q1 24 | — | 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 | — | $1.1B |
| 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 | — | 12.53× |
| 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BJRIESS
| Q4 25 | — | $1.1B | ||
| Q3 25 | $62.3M | $342.6M | ||
| Q2 25 | $4.6M | $216.1M | ||
| Q1 25 | — | $281.5M | ||
| Q4 24 | $27.3M | $1.1B | ||
| Q3 24 | $20.2M | $316.2M | ||
| Q2 24 | $22.3M | $218.9M | ||
| Q1 24 | — | $314.9M |
自由现金流BJRIESS
| Q4 25 | — | — | ||
| Q3 25 | $41.9M | — | ||
| Q2 25 | $-12.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $7.6M | — | ||
| Q3 24 | $735.0K | — | ||
| Q2 24 | $448.0K | — | ||
| Q1 24 | — | — |
自由现金流率BJRIESS
| Q4 25 | — | — | ||
| Q3 25 | 11.5% | — | ||
| Q2 25 | -3.5% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.3% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 0.1% | — | ||
| Q1 24 | — | — |
资本支出强度BJRIESS
| Q4 25 | — | — | ||
| Q3 25 | 5.6% | — | ||
| Q2 25 | 4.8% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 6.0% | — | ||
| Q3 24 | 5.6% | — | ||
| Q2 24 | 6.5% | — | ||
| Q1 24 | — | — |
现金转化率BJRIESS
| Q4 25 | — | 12.53× | ||
| Q3 25 | 2.80× | 1.98× | ||
| Q2 25 | 0.34× | 0.93× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | — | 3.54× | ||
| Q3 24 | 1.18× | 2.52× | ||
| Q2 24 | 2.89× | 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
