vs
Brookfield Property Partners L.P.(BPYPP)与Lyft, Inc.(LYFT)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Lyft, Inc.的1.2倍($1.8B vs $1.5B),Lyft, Inc.净利率更高(183.9% vs -2.6%,领先186.5%),Lyft, Inc.同比增速更快(3.6% 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。
Lyft是美国仅次于优步的第二大网约车企业,在美国、加拿大提供网约车、电动滑板车及共享单车服务,还通过Free Now应用覆盖欧洲市场,目前拥有2500万活跃乘客,日均完成900万次出行订单。
BPYPP vs LYFT — 直观对比
营收规模更大
BPYPP
是对方的1.2倍
$1.5B
营收增速更快
LYFT
高出29.2%
-25.6%
净利率更高
LYFT
高出186.5%
-2.6%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.8B | $1.5B |
| 净利润 | $-46.0M | $2.8B |
| 毛利率 | — | 35.1% |
| 营业利润率 | — | -12.4% |
| 净利率 | -2.6% | 183.9% |
| 营收同比 | -25.6% | 3.6% |
| 净利润同比 | 94.2% | 4363.0% |
| 每股收益(稀释后) | — | $6.59 |
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
LYFT
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | $2.4B | $1.3B | ||
| Q1 24 | — | $1.2B |
净利润
BPYPP
LYFT
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | $46.1M | ||
| Q2 25 | $-46.0M | $40.3M | ||
| Q1 25 | — | $2.6M | ||
| Q4 24 | — | $61.7M | ||
| Q3 24 | — | $-12.4M | ||
| Q2 24 | $-789.0M | $5.0M | ||
| Q1 24 | — | $-31.5M |
毛利率
BPYPP
LYFT
| Q4 25 | — | 35.1% | ||
| Q3 25 | — | 40.0% | ||
| Q2 25 | — | 36.7% | ||
| Q1 25 | — | 37.2% | ||
| Q4 24 | — | 39.5% | ||
| Q3 24 | — | 36.0% | ||
| Q2 24 | — | 38.0% | ||
| Q1 24 | — | 37.6% |
营业利润率
BPYPP
LYFT
| Q4 25 | — | -12.4% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | -2.1% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | -4.1% | ||
| Q2 24 | — | -2.1% | ||
| Q1 24 | — | -5.2% |
净利率
BPYPP
LYFT
| Q4 25 | — | 183.9% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | -2.6% | 2.7% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 4.3% | ||
| Q3 24 | — | -0.9% | ||
| Q2 24 | -32.6% | 0.4% | ||
| Q1 24 | — | -2.6% |
每股收益(稀释后)
BPYPP
LYFT
| Q4 25 | — | $6.59 | ||
| Q3 25 | — | $0.11 | ||
| Q2 25 | — | $0.10 | ||
| Q1 25 | — | $0.01 | ||
| Q4 24 | — | $0.16 | ||
| Q3 24 | — | $-0.03 | ||
| Q2 24 | — | $0.01 | ||
| Q1 24 | — | $-0.08 |
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 | $1.8B |
| 总债务越低越好 | — | $1.1B |
| 股东权益账面价值 | $40.2B | $3.3B |
| 总资产 | $98.9B | $9.0B |
| 负债/权益比越低杠杆越低 | — | 0.32× |
8季度趋势,按日历期对齐
现金及短期投资
BPYPP
LYFT
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $1.7B | $1.8B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | $2.4B | $1.8B | ||
| Q1 24 | — | $1.7B |
总债务
BPYPP
LYFT
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $573.2M | ||
| Q1 25 | — | $979.9M | ||
| Q4 24 | — | $995.0M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B | ||
| Q1 24 | — | $971.5M |
股东权益
BPYPP
LYFT
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $573.0M | ||
| Q2 25 | $40.2B | $732.7M | ||
| Q1 25 | — | $838.1M | ||
| Q4 24 | — | $767.0M | ||
| Q3 24 | — | $655.8M | ||
| Q2 24 | $48.5B | $577.6M | ||
| Q1 24 | — | $491.3M |
总资产
BPYPP
LYFT
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $5.9B | ||
| Q2 25 | $98.9B | $5.4B | ||
| Q1 25 | — | $5.7B | ||
| Q4 24 | — | $5.4B | ||
| Q3 24 | — | $5.3B | ||
| Q2 24 | $132.6B | $5.0B | ||
| Q1 24 | — | $4.8B |
负债/权益比
BPYPP
LYFT
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 1.85× | ||
| Q2 25 | — | 0.78× | ||
| Q1 25 | — | 1.17× | ||
| Q4 24 | — | 1.30× | ||
| Q3 24 | — | 1.53× | ||
| Q2 24 | — | 1.74× | ||
| Q1 24 | — | 1.98× |
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 | — | $246.2M |
| 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 | — | 0.09× |
| 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
BPYPP
LYFT
| Q4 25 | — | $246.2M | ||
| Q3 25 | — | $291.3M | ||
| Q2 25 | — | $343.7M | ||
| Q1 25 | — | $287.2M | ||
| Q4 24 | — | $153.4M | ||
| Q3 24 | — | $264.0M | ||
| Q2 24 | — | $276.2M | ||
| Q1 24 | — | $156.2M |
现金转化率
BPYPP
LYFT
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 6.32× | ||
| Q2 25 | — | 8.53× | ||
| Q1 25 | — | 111.89× | ||
| Q4 24 | — | 2.48× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 55.09× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图