vs
Brookfield Property Partners L.P.(BPYPP)与Oscar Health, Inc.(OSCR)财务数据对比。点击上方公司名可切换其他公司
Oscar Health, Inc.的季度营收约是Brookfield Property Partners L.P.的1.6倍($2.8B vs $1.8B),Brookfield Property Partners L.P.净利率更高(-2.6% vs -3933.2%,领先3930.6%),Oscar Health, Inc.同比增速更快(17.3% 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。
奥斯卡健康(Oscar Health, Inc.)是美国营利性健康保险公司,2012年由约书亚·库什纳、凯文·纳泽米与马里奥·施洛瑟联合创立,总部设于纽约市。公司深耕健康保险领域,依托远程医疗、医疗专属技术界面及透明的理赔定价体系,帮助患者更便捷地享受医疗相关服务。
BPYPP vs OSCR — 直观对比
营收规模更大
OSCR
是对方的1.6倍
$1.8B
营收增速更快
OSCR
高出42.9%
-25.6%
净利率更高
BPYPP
高出3930.6%
-3933.2%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.8B | $2.8B |
| 净利润 | $-46.0M | $-352.6M |
| 毛利率 | — | — |
| 营业利润率 | — | -3722.8% |
| 净利率 | -2.6% | -3933.2% |
| 营收同比 | -25.6% | 17.3% |
| 净利润同比 | 94.2% | -129.6% |
| 每股收益(稀释后) | — | $-1.19 |
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
OSCR
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | $1.8B | $2.9B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | $2.4B | $2.2B | ||
| Q1 24 | — | $2.1B |
净利润
BPYPP
OSCR
| Q4 25 | — | $-352.6M | ||
| Q3 25 | — | $-137.4M | ||
| Q2 25 | $-46.0M | $-228.4M | ||
| Q1 25 | — | $275.3M | ||
| Q4 24 | — | $-153.5M | ||
| Q3 24 | — | $-54.6M | ||
| Q2 24 | $-789.0M | $56.2M | ||
| Q1 24 | — | $177.4M |
营业利润率
BPYPP
OSCR
| Q4 25 | — | -3722.8% | ||
| Q3 25 | — | -4.3% | ||
| Q2 25 | — | -8.0% | ||
| Q1 25 | — | 9.8% | ||
| Q4 24 | — | -3070.1% | ||
| Q3 24 | — | -2.0% | ||
| Q2 24 | — | 3.1% | ||
| Q1 24 | — | 8.7% |
净利率
BPYPP
OSCR
| Q4 25 | — | -3933.2% | ||
| Q3 25 | — | -4.6% | ||
| Q2 25 | -2.6% | -8.0% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | — | -3190.9% | ||
| Q3 24 | — | -2.3% | ||
| Q2 24 | -32.6% | 2.5% | ||
| Q1 24 | — | 8.3% |
每股收益(稀释后)
BPYPP
OSCR
| Q4 25 | — | $-1.19 | ||
| Q3 25 | — | $-0.53 | ||
| Q2 25 | — | $-0.89 | ||
| Q1 25 | — | $0.92 | ||
| Q4 24 | — | $-0.50 | ||
| Q3 24 | — | $-0.22 | ||
| Q2 24 | — | $0.20 | ||
| Q1 24 | — | $0.62 |
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 | $2.8B |
| 总债务越低越好 | — | $430.1M |
| 股东权益账面价值 | $40.2B | $977.6M |
| 总资产 | $98.9B | $6.3B |
| 负债/权益比越低杠杆越低 | — | 0.44× |
8季度趋势,按日历期对齐
现金及短期投资
BPYPP
OSCR
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $1.7B | $2.6B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $2.4B | $2.3B | ||
| Q1 24 | — | $2.2B |
总债务
BPYPP
OSCR
| Q4 25 | — | $430.1M | ||
| Q3 25 | — | $686.3M | ||
| Q2 25 | — | $299.9M | ||
| Q1 25 | — | $299.7M | ||
| Q4 24 | — | $299.6M | ||
| Q3 24 | — | $299.4M | ||
| Q2 24 | — | $299.2M | ||
| Q1 24 | — | $299.0M |
股东权益
BPYPP
OSCR
| Q4 25 | — | $977.6M | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | $40.2B | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $48.5B | $1.1B | ||
| Q1 24 | — | $1.0B |
总资产
BPYPP
OSCR
| Q4 25 | — | $6.3B | ||
| Q3 25 | — | $5.7B | ||
| Q2 25 | $98.9B | $6.4B | ||
| Q1 25 | — | $5.8B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $4.5B | ||
| Q2 24 | $132.6B | $5.0B | ||
| Q1 24 | — | $4.4B |
负债/权益比
BPYPP
OSCR
| Q4 25 | — | 0.44× | ||
| Q3 25 | — | 0.67× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | — | 0.30× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 0.26× | ||
| Q1 24 | — | 0.29× |
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 | — | $1.1B |
| 自由现金流率自由现金流/营收 | — | 37.7% |
| 资本支出强度资本支出/营收 | — | 1.3% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $1.5B |
8季度趋势,按日历期对齐
经营现金流
BPYPP
OSCR
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $-964.7M | ||
| Q2 25 | — | $509.1M | ||
| Q1 25 | — | $878.5M | ||
| Q4 24 | — | $978.2M | ||
| Q3 24 | — | $-500.1M | ||
| Q2 24 | — | $497.2M | ||
| Q1 24 | — | $634.4M |
自由现金流
BPYPP
OSCR
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $-973.7M | ||
| Q2 25 | — | $499.8M | ||
| Q1 25 | — | $869.5M | ||
| Q4 24 | — | $950.3M | ||
| Q3 24 | — | $-507.7M | ||
| Q2 24 | — | $489.6M | ||
| Q1 24 | — | $628.4M |
自由现金流率
BPYPP
OSCR
| Q4 25 | — | 37.7% | ||
| Q3 25 | — | -32.6% | ||
| Q2 25 | — | 17.5% | ||
| Q1 25 | — | 28.5% | ||
| Q4 24 | — | 39.7% | ||
| Q3 24 | — | -20.9% | ||
| Q2 24 | — | 22.1% | ||
| Q1 24 | — | 29.3% |
资本支出强度
BPYPP
OSCR
| Q4 25 | — | 1.3% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 1.2% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | 0.3% |
现金转化率
BPYPP
OSCR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.19× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 8.85× | ||
| Q1 24 | — | 3.58× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图