vs
BOX INC（BOX）与医疗房产信托（SVC）财务数据对比。点击上方公司名可切换其他公司
BOX INC的季度营收约是医疗房产信托的1.0倍（$301.1M vs $296.5M），BOX INC净利率更高（4.0% vs -0.3%，领先4.3%），BOX INC同比增速更快（9.1% vs -17.0%），BOX INC自由现金流更多（$71.3M vs $-95.2M），过去两年BOX INC的营收复合增速更高（7.0% vs -6.1%）
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
医疗房产信托（MPT）是总部位于阿拉巴马州伯明翰的国际房地产投资信托（REIT），主要在美国和欧洲地区收购投资医疗设施与营利性医疗控股公司。该公司的房产收购多采用售后回租模式，原产权方出售房产给MPT后成为承租租户，其租户普遍签订长期三净租约。
BOX vs SVC — 直观对比
营收规模更大
BOX
是对方的1.0倍
$296.5M
营收增速更快
BOX
高出26.1%
-17.0%
净利率更高
BOX
高出4.3%
-0.3%
自由现金流更多
BOX
多$166.5M
$-95.2M
两年增速更快
BOX
近两年复合增速
-6.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $296.5M |
| 净利润 | $12.1M | $-782.0K |
| 毛利率 | 79.6% | — |
| 营业利润率 | 8.3% | -3.9% |
| 净利率 | 4.0% | -0.3% |
| 营收同比 | 9.1% | -17.0% |
| 净利润同比 | -6.4% | 99.0% |
| 每股收益（稀释后） | $0.05 | $-0.01 |
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BOXSVC
| Q4 25 | $301.1M | $296.5M | ||
| Q3 25 | $294.0M | $377.6M | ||
| Q2 25 | $276.3M | $404.4M | ||
| Q1 25 | $279.5M | $335.0M | ||
| Q4 24 | $275.9M | $357.0M | ||
| Q3 24 | $270.0M | $390.9M | ||
| Q2 24 | $264.7M | $412.5M | ||
| Q1 24 | $262.9M | $336.2M |
净利润BOXSVC
| Q4 25 | $12.1M | $-782.0K | ||
| Q3 25 | $13.4M | $-46.9M | ||
| Q2 25 | $8.2M | $-38.2M | ||
| Q1 25 | $194.0M | $-116.4M | ||
| Q4 24 | $12.9M | $-76.4M | ||
| Q3 24 | $20.5M | $-46.9M | ||
| Q2 24 | $17.2M | $-73.8M | ||
| Q1 24 | $99.2M | $-78.4M |
毛利率BOXSVC
| Q4 25 | 79.6% | — | ||
| Q3 25 | 79.1% | — | ||
| Q2 25 | 78.0% | — | ||
| Q1 25 | 79.0% | — | ||
| Q4 24 | 79.9% | — | ||
| Q3 24 | 79.4% | — | ||
| Q2 24 | 78.0% | — | ||
| Q1 24 | 76.1% | — |
营业利润率BOXSVC
| Q4 25 | 8.3% | -3.9% | ||
| Q3 25 | 7.0% | -12.8% | ||
| Q2 25 | 2.3% | -9.2% | ||
| Q1 25 | 6.4% | -33.3% | ||
| Q4 24 | 8.5% | -19.4% | ||
| Q3 24 | 7.5% | -12.8% | ||
| Q2 24 | 6.8% | -17.1% | ||
| Q1 24 | 8.1% | -21.4% |
净利率BOXSVC
| Q4 25 | 4.0% | -0.3% | ||
| Q3 25 | 4.6% | -12.4% | ||
| Q2 25 | 3.0% | -9.4% | ||
| Q1 25 | 69.4% | -34.8% | ||
| Q4 24 | 4.7% | -21.4% | ||
| Q3 24 | 7.6% | -12.0% | ||
| Q2 24 | 6.5% | -17.9% | ||
| Q1 24 | 37.7% | -23.3% |
每股收益（稀释后）BOXSVC
| Q4 25 | $0.05 | $-0.01 | ||
| Q3 25 | $0.05 | $-0.28 | ||
| Q2 25 | $0.02 | $-0.23 | ||
| Q1 25 | $1.13 | $-0.70 | ||
| Q4 24 | $0.05 | $-0.46 | ||
| Q3 24 | $0.10 | $-0.28 | ||
| Q2 24 | $0.08 | $-0.45 | ||
| Q1 24 | $0.57 | $-0.48 |
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 | $729.6M | $346.8M |
| 总债务越低越好 | — | $5.5B |
| 股东权益账面价值 | $-286.6M | $646.1M |
| 总资产 | $1.6B | $6.5B |
| 负债/权益比越低杠杆越低 | — | 8.52× |
8季度趋势，按日历期对齐
现金及短期投资BOXSVC
| Q4 25 | $729.6M | $346.8M | ||
| Q3 25 | $757.9M | $417.4M | ||
| Q2 25 | $790.4M | $63.2M | ||
| Q1 25 | $722.8M | $80.1M | ||
| Q4 24 | $697.9M | $143.5M | ||
| Q3 24 | $482.2M | $48.6M | ||
| Q2 24 | $566.1M | $14.6M | ||
| Q1 24 | $480.7M | $71.3M |
总债务BOXSVC
| Q4 25 | — | $5.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BOXSVC
| Q4 25 | $-286.6M | $646.1M | ||
| Q3 25 | $-269.4M | $647.9M | ||
| Q2 25 | $-280.1M | $695.9M | ||
| Q1 25 | $-297.0M | $734.6M | ||
| Q4 24 | $-479.9M | $851.9M | ||
| Q3 24 | $-439.4M | $929.0M | ||
| Q2 24 | $-397.9M | $1.0B | ||
| Q1 24 | $-431.1M | $1.1B |
总资产BOXSVC
| Q4 25 | $1.6B | $6.5B | ||
| Q3 25 | $1.6B | $7.0B | ||
| Q2 25 | $1.6B | $6.9B | ||
| Q1 25 | $1.7B | $7.0B | ||
| Q4 24 | $1.4B | $7.1B | ||
| Q3 24 | $1.1B | $7.1B | ||
| Q2 24 | $1.2B | $7.1B | ||
| Q1 24 | $1.2B | $7.2B |
负债/权益比BOXSVC
| Q4 25 | — | 8.52× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 6.85× | ||
| 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 | $73.0M | $-18.5M |
| 自由现金流经营现金流 - 资本支出 | $71.3M | $-95.2M |
| 自由现金流率自由现金流/营收 | 23.7% | -32.1% |
| 资本支出强度资本支出/营收 | 0.6% | 25.9% |
| 现金转化率经营现金流/净利润 | 6.05× | — |
| 过去12个月自由现金流最近4个季度 | $343.5M | $-107.0M |
8季度趋势，按日历期对齐
经营现金流BOXSVC
| Q4 25 | $73.0M | $-18.5M | ||
| Q3 25 | $46.0M | $98.1M | ||
| Q2 25 | $127.1M | $-7.0K | ||
| Q1 25 | $102.2M | $38.2M | ||
| Q4 24 | $62.6M | $-9.7M | ||
| Q3 24 | $36.3M | $106.2M | ||
| Q2 24 | $131.2M | $43.8M | ||
| Q1 24 | $89.3M | $-926.0K |
自由现金流BOXSVC
| Q4 25 | $71.3M | $-95.2M | ||
| Q3 25 | $43.9M | $57.9M | ||
| Q2 25 | $126.7M | $-46.6M | ||
| Q1 25 | $101.5M | $-23.2M | ||
| Q4 24 | $62.3M | $-88.9M | ||
| Q3 24 | $35.9M | $24.1M | ||
| Q2 24 | $129.9M | $-22.3M | ||
| Q1 24 | $89.1M | $-77.2M |
自由现金流率BOXSVC
| Q4 25 | 23.7% | -32.1% | ||
| Q3 25 | 14.9% | 15.3% | ||
| Q2 25 | 45.9% | -11.5% | ||
| Q1 25 | 36.3% | -6.9% | ||
| Q4 24 | 22.6% | -24.9% | ||
| Q3 24 | 13.3% | 6.2% | ||
| Q2 24 | 49.1% | -5.4% | ||
| Q1 24 | 33.9% | -23.0% |
资本支出强度BOXSVC
| Q4 25 | 0.6% | 25.9% | ||
| Q3 25 | 0.7% | 10.6% | ||
| Q2 25 | 0.1% | 11.5% | ||
| Q1 25 | 0.2% | 18.3% | ||
| Q4 24 | 0.1% | 22.2% | ||
| Q3 24 | 0.1% | 21.0% | ||
| Q2 24 | 0.5% | 16.0% | ||
| Q1 24 | 0.1% | 22.7% |
现金转化率BOXSVC
| Q4 25 | 6.05× | — | ||
| Q3 25 | 3.42× | — | ||
| Q2 25 | 15.51× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 4.85× | — | ||
| Q3 24 | 1.77× | — | ||
| Q2 24 | 7.62× | — | ||
| Q1 24 | 0.90× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
