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Brookfield Property Partners L.P.(BPYPP)与Datadog(DDOG)财务数据对比。点击上方公司名可切换其他公司
Brookfield Property Partners L.P.的季度营收约是Datadog的1.9倍($1.8B vs $953.2M),Datadog净利率更高(4.9% vs -2.6%,领先7.4%),Datadog同比增速更快(29.2% vs -25.6%)
布鲁克菲尔德地产伙伴有限合伙企业是一家专业商业地产投资运营主体,持有写字楼、购物中心等优质物业资产,同时持有其关联方发起的其他类商业地产投资基金的有限合伙人少数权益,总部设于百慕大汉密尔顿。
Datadog是一家美国企业,为云级应用提供可观测性服务,旗下SaaS数据分析平台可实现对服务器、数据库、各类工具及服务的统一监控。公司成立并总部位于纽约,目前在纳斯达克证券交易所公开上市。
BPYPP vs DDOG — 直观对比
营收规模更大
BPYPP
是对方的1.9倍
$953.2M
营收增速更快
DDOG
高出54.8%
-25.6%
净利率更高
DDOG
高出7.4%
-2.6%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.8B | $953.2M |
| 净利润 | $-46.0M | $46.6M |
| 毛利率 | — | 80.4% |
| 营业利润率 | — | 1.0% |
| 净利率 | -2.6% | 4.9% |
| 营收同比 | -25.6% | 29.2% |
| 净利润同比 | 94.2% | 2.1% |
| 每股收益(稀释后) | — | $0.13 |
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
BPYPP
DDOG
| Q4 25 | — | $953.2M | ||
| Q3 25 | — | $885.7M | ||
| Q2 25 | $1.8B | $826.8M | ||
| Q1 25 | — | $761.6M | ||
| Q4 24 | — | $737.7M | ||
| Q3 24 | — | $690.0M | ||
| Q2 24 | $2.4B | $645.3M | ||
| Q1 24 | — | $611.3M |
净利润
BPYPP
DDOG
| Q4 25 | — | $46.6M | ||
| Q3 25 | — | $33.9M | ||
| Q2 25 | $-46.0M | $2.6M | ||
| Q1 25 | — | $24.6M | ||
| Q4 24 | — | $45.6M | ||
| Q3 24 | — | $51.7M | ||
| Q2 24 | $-789.0M | $43.8M | ||
| Q1 24 | — | $42.6M |
毛利率
BPYPP
DDOG
| Q4 25 | — | 80.4% | ||
| Q3 25 | — | 80.1% | ||
| Q2 25 | — | 79.9% | ||
| Q1 25 | — | 79.3% | ||
| Q4 24 | — | 80.5% | ||
| Q3 24 | — | 80.0% | ||
| Q2 24 | — | 80.9% | ||
| Q1 24 | — | 82.0% |
营业利润率
BPYPP
DDOG
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | -0.7% | ||
| Q2 25 | — | -4.3% | ||
| Q1 25 | — | -1.6% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 2.9% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | — | 2.0% |
净利率
BPYPP
DDOG
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | -2.6% | 0.3% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 6.2% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | -32.6% | 6.8% | ||
| Q1 24 | — | 7.0% |
每股收益(稀释后)
BPYPP
DDOG
| Q4 25 | — | $0.13 | ||
| Q3 25 | — | $0.10 | ||
| Q2 25 | — | $0.01 | ||
| Q1 25 | — | $0.07 | ||
| Q4 24 | — | $0.14 | ||
| Q3 24 | — | $0.14 | ||
| Q2 24 | — | $0.12 | ||
| Q1 24 | — | $0.12 |
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 | $1.7B | $401.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $40.2B | $3.7B |
| 总资产 | $98.9B | $6.6B |
| 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
BPYPP
DDOG
| Q4 25 | — | $401.3M | ||
| Q3 25 | — | $540.6M | ||
| Q2 25 | $1.7B | $489.0M | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $337.4M | ||
| Q2 24 | $2.4B | $411.0M | ||
| Q1 24 | — | $282.2M |
股东权益
BPYPP
DDOG
| Q4 25 | — | $3.7B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | $40.2B | $3.2B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | $48.5B | $2.4B | ||
| Q1 24 | — | $2.2B |
总资产
BPYPP
DDOG
| Q4 25 | — | $6.6B | ||
| Q3 25 | — | $6.1B | ||
| Q2 25 | $98.9B | $5.8B | ||
| Q1 25 | — | $6.0B | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | $132.6B | $4.4B | ||
| Q1 24 | — | $4.1B |
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 | — | $327.1M |
| 自由现金流经营现金流 - 资本支出 | — | $318.2M |
| 自由现金流率自由现金流/营收 | — | 33.4% |
| 资本支出强度资本支出/营收 | — | 0.9% |
| 现金转化率经营现金流/净利润 | — | 7.02× |
| 过去12个月自由现金流最近4个季度 | — | $1.0B |
8季度趋势,按日历期对齐
经营现金流
BPYPP
DDOG
| Q4 25 | — | $327.1M | ||
| Q3 25 | — | $251.5M | ||
| Q2 25 | — | $200.1M | ||
| Q1 25 | — | $271.5M | ||
| Q4 24 | — | $265.2M | ||
| Q3 24 | — | $228.7M | ||
| Q2 24 | — | $164.4M | ||
| Q1 24 | — | $212.3M |
自由现金流
BPYPP
DDOG
| Q4 25 | — | $318.2M | ||
| Q3 25 | — | $234.7M | ||
| Q2 25 | — | $184.9M | ||
| Q1 25 | — | $262.8M | ||
| Q4 24 | — | $257.5M | ||
| Q3 24 | — | $220.3M | ||
| Q2 24 | — | $160.0M | ||
| Q1 24 | — | $198.1M |
自由现金流率
BPYPP
DDOG
| Q4 25 | — | 33.4% | ||
| Q3 25 | — | 26.5% | ||
| Q2 25 | — | 22.4% | ||
| Q1 25 | — | 34.5% | ||
| Q4 24 | — | 34.9% | ||
| Q3 24 | — | 31.9% | ||
| Q2 24 | — | 24.8% | ||
| Q1 24 | — | 32.4% |
资本支出强度
BPYPP
DDOG
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 0.7% | ||
| Q1 24 | — | 2.3% |
现金转化率
BPYPP
DDOG
| Q4 25 | — | 7.02× | ||
| Q3 25 | — | 7.42× | ||
| Q2 25 | — | 75.58× | ||
| Q1 25 | — | 11.02× | ||
| Q4 24 | — | 5.82× | ||
| Q3 24 | — | 4.42× | ||
| Q2 24 | — | 3.75× | ||
| Q1 24 | — | 4.98× |
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
BPYPP
暂无分部数据
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |