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POPULAR, INC.（BPOP）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
POPULAR, INC.的季度营收约是Essex Property Trust的1.7倍（$835.8M vs $479.6M），POPULAR, INC.净利率更高（29.4% vs 17.9%，领先11.5%），过去两年POPULAR, INC.的营收复合增速更高（25.1% vs 6.0%）
Popular Inc.是波多黎各最大的金融服务集团，创立于1893年，总部位于首府圣胡安哈托雷伊商务区的黄金英里金融区。集团提供全方位金融服务，在波多黎各、美属及英属维尔京群岛以Banco Popular品牌运营，美国本土则使用Popular Bank品牌。
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。
BPOP vs ESS — 直观对比
营收规模更大
BPOP
是对方的1.7倍
$479.6M
净利率更高
BPOP
高出11.5%
17.9%
两年增速更快
BPOP
近两年复合增速
6.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $835.8M | $479.6M |
| 净利润 | $245.7M | $85.7M |
| 毛利率 | — | 70.0% |
| 营业利润率 | 44.1% | 31.7% |
| 净利率 | 29.4% | 17.9% |
| 营收同比 | — | 5.5% |
| 净利润同比 | 38.4% | -71.6% |
| 每股收益（稀释后） | $3.78 | $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BPOPESS
| Q1 26 | $835.8M | — | ||
| Q4 25 | $657.6M | $479.6M | ||
| Q3 25 | $646.5M | $473.3M | ||
| Q2 25 | $631.5M | $469.8M | ||
| Q1 25 | — | $464.6M | ||
| Q4 24 | $590.8M | $454.5M | ||
| Q3 24 | $572.5M | $450.7M | ||
| Q2 24 | $568.3M | $442.4M |
净利润BPOPESS
| Q1 26 | $245.7M | — | ||
| Q4 25 | $233.9M | $85.7M | ||
| Q3 25 | $211.3M | $172.7M | ||
| Q2 25 | $210.4M | $231.5M | ||
| Q1 25 | — | $212.8M | ||
| Q4 24 | $177.8M | $301.7M | ||
| Q3 24 | $155.3M | $125.5M | ||
| Q2 24 | $177.8M | $99.0M |
毛利率BPOPESS
| Q1 26 | — | — | ||
| Q4 25 | — | 70.0% | ||
| Q3 25 | — | 69.2% | ||
| Q2 25 | — | 70.7% | ||
| Q1 25 | — | 69.6% | ||
| Q4 24 | — | 70.0% | ||
| Q3 24 | — | 69.5% | ||
| Q2 24 | — | 70.8% |
营业利润率BPOPESS
| Q1 26 | 44.1% | — | ||
| Q4 25 | 42.4% | 31.7% | ||
| Q3 25 | 38.2% | 44.5% | ||
| Q2 25 | 40.9% | 59.5% | ||
| Q1 25 | — | 55.3% | ||
| Q4 24 | 37.5% | 67.0% | ||
| Q3 24 | 34.5% | 28.6% | ||
| Q2 24 | 38.4% | 31.1% |
净利率BPOPESS
| Q1 26 | 29.4% | — | ||
| Q4 25 | 35.6% | 17.9% | ||
| Q3 25 | 32.7% | 36.5% | ||
| Q2 25 | 33.3% | 49.3% | ||
| Q1 25 | — | 45.8% | ||
| Q4 24 | 30.1% | 66.4% | ||
| Q3 24 | 27.1% | 27.8% | ||
| Q2 24 | 31.3% | 22.4% |
每股收益（稀释后）BPOPESS
| Q1 26 | $3.78 | — | ||
| Q4 25 | $3.51 | $1.24 | ||
| Q3 25 | $3.14 | $2.56 | ||
| Q2 25 | $3.09 | $3.44 | ||
| Q1 25 | — | $3.16 | ||
| Q4 24 | $2.51 | $4.00 | ||
| Q3 24 | $2.16 | $1.84 | ||
| Q2 24 | $2.46 | $1.45 |
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 | — | $76.2M |
| 总债务越低越好 | $17.6M | — |
| 股东权益账面价值 | $6.3B | $5.5B |
| 总资产 | $76.1B | $13.2B |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
现金及短期投资BPOPESS
| Q1 26 | — | — | ||
| Q4 25 | — | $76.2M | ||
| Q3 25 | — | $66.0M | ||
| Q2 25 | — | $58.7M | ||
| Q1 25 | — | $98.7M | ||
| Q4 24 | — | $66.8M | ||
| Q3 24 | — | $71.3M | ||
| Q2 24 | — | $55.2M |
总债务BPOPESS
| Q1 26 | $17.6M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B |
股东权益BPOPESS
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.2B | $5.5B | ||
| Q3 25 | $6.1B | $5.6B | ||
| Q2 25 | $6.0B | $5.6B | ||
| Q1 25 | — | $5.6B | ||
| Q4 24 | $5.6B | $5.5B | ||
| Q3 24 | $5.8B | $5.4B | ||
| Q2 24 | $5.4B | $5.5B |
总资产BPOPESS
| Q1 26 | $76.1B | — | ||
| Q4 25 | $75.3B | $13.2B | ||
| Q3 25 | $75.1B | $13.2B | ||
| Q2 25 | $76.1B | $13.2B | ||
| Q1 25 | — | $13.2B | ||
| Q4 24 | $73.0B | $12.9B | ||
| Q3 24 | $71.3B | $12.6B | ||
| Q2 24 | $72.8B | $12.5B |
负债/权益比BPOPESS
| Q1 26 | 0.00× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.13× |
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BPOPESS
| Q1 26 | — | — | ||
| Q4 25 | $268.5M | $1.1B | ||
| Q3 25 | $195.0M | $342.6M | ||
| Q2 25 | $242.9M | $216.1M | ||
| Q1 25 | — | $281.5M | ||
| Q4 24 | $199.5M | $1.1B | ||
| Q3 24 | $233.2M | $316.2M | ||
| Q2 24 | $80.4M | $218.9M |
自由现金流BPOPESS
| Q1 26 | — | — | ||
| Q4 25 | $221.1M | — | ||
| Q3 25 | $141.1M | — | ||
| Q2 25 | $198.3M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $139.2M | — | ||
| Q3 24 | $175.6M | — | ||
| Q2 24 | $38.9M | — |
自由现金流率BPOPESS
| Q1 26 | — | — | ||
| Q4 25 | 33.6% | — | ||
| Q3 25 | 21.8% | — | ||
| Q2 25 | 31.4% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 23.6% | — | ||
| Q3 24 | 30.7% | — | ||
| Q2 24 | 6.8% | — |
资本支出强度BPOPESS
| Q1 26 | — | — | ||
| Q4 25 | 7.2% | — | ||
| Q3 25 | 8.3% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 10.2% | — | ||
| Q3 24 | 10.1% | — | ||
| Q2 24 | 7.3% | — |
现金转化率BPOPESS
| Q1 26 | — | — | ||
| Q4 25 | 1.15× | 12.53× | ||
| Q3 25 | 0.92× | 1.98× | ||
| Q2 25 | 1.15× | 0.93× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | 1.12× | 3.54× | ||
| Q3 24 | 1.50× | 2.52× | ||
| Q2 24 | 0.45× | 2.21× |
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
BPOP
| Net Interest Income | $670.2M | 80% |
| Noninterest Income | $165.6M | 20% |
ESS
暂无分部数据
