vs
BXP, Inc.(BXP)与GREEN DOT CORP(GDOT)财务数据对比。点击上方公司名可切换其他公司
BXP, Inc.的季度营收约是GREEN DOT CORP的1.7倍($872.1M vs $498.6M),BXP, Inc.净利率更高(15.3% vs -9.4%,领先24.6%),GREEN DOT CORP同比增速更快(14.3% vs 0.8%),过去两年GREEN DOT CORP的营收复合增速更高(6.5% vs 1.3%)
BXP是美国头部商业地产投资信托企业,核心业务为持有、运营及开发A级高端写字楼资产,项目覆盖纽约、波士顿、旧金山等美国核心都市圈,服务企业、科技、专业服务等领域的多元租户。
绿点公司是总部位于美国得克萨斯州奥斯汀的金融科技及银行控股公司,按市值计算是全球规模最大的预付借记卡企业,同时经营支付平台业务,为Apple Cash、优步、Intuit提供技术平台支持。公司由史蒂夫·斯特赖特于1999年创立,最初面向青少年推出线上购物预付借记卡,2001年转型服务无银行账户及银行服务不足的群体。
BXP vs GDOT — 直观对比
营收规模更大
BXP
是对方的1.7倍
$498.6M
营收增速更快
GDOT
高出13.5%
0.8%
净利率更高
BXP
高出24.6%
-9.4%
两年增速更快
GDOT
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $872.1M | $498.6M |
| 净利润 | $133.0M | $-46.8M |
| 毛利率 | — | — |
| 营业利润率 | — | -5.5% |
| 净利率 | 15.3% | -9.4% |
| 营收同比 | 0.8% | 14.3% |
| 净利润同比 | 53.0% | -1017.6% |
| 每股收益(稀释后) | $1.69 | — |
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
BXP
GDOT
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $498.6M | ||
| Q3 25 | $871.5M | $472.2M | ||
| Q2 25 | $868.5M | $482.7M | ||
| Q1 25 | $865.2M | $537.2M | ||
| Q4 24 | $858.6M | $436.1M | ||
| Q3 24 | $859.2M | $393.7M | ||
| Q2 24 | $850.5M | $392.5M |
净利润
BXP
GDOT
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $-46.8M | ||
| Q3 25 | $-121.7M | $-30.8M | ||
| Q2 25 | $89.0M | $-47.0M | ||
| Q1 25 | $61.2M | $25.8M | ||
| Q4 24 | $-228.9M | $5.1M | ||
| Q3 24 | $83.6M | $-7.8M | ||
| Q2 24 | $79.6M | $-28.7M |
毛利率
BXP
GDOT
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | — | ||
| Q3 25 | 59.3% | — | ||
| Q2 25 | 59.2% | — | ||
| Q1 25 | 59.2% | — | ||
| Q4 24 | 59.7% | — | ||
| Q3 24 | 59.5% | — | ||
| Q2 24 | 59.8% | — |
营业利润率
BXP
GDOT
| Q1 26 | — | — | ||
| Q4 25 | — | -5.5% | ||
| Q3 25 | — | -7.0% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 11.3% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | -0.7% | ||
| Q2 24 | — | -6.0% |
净利率
BXP
GDOT
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | -9.4% | ||
| Q3 25 | -14.0% | -6.5% | ||
| Q2 25 | 10.2% | -9.7% | ||
| Q1 25 | 7.1% | 4.8% | ||
| Q4 24 | -26.7% | 1.2% | ||
| Q3 24 | 9.7% | -2.0% | ||
| Q2 24 | 9.4% | -7.3% |
每股收益(稀释后)
BXP
GDOT
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | — | ||
| Q3 25 | $-0.77 | — | ||
| Q2 25 | $0.56 | — | ||
| Q1 25 | $0.39 | — | ||
| Q4 24 | $-1.46 | — | ||
| Q3 24 | $0.53 | — | ||
| Q2 24 | $0.51 | — |
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 | $512.8M | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.7B | $890.2M |
| 总资产 | $25.1B | $6.0B |
| 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
BXP
GDOT
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $861.1M | $1.6B | ||
| Q2 25 | $447.0M | $2.3B | ||
| Q1 25 | $398.1M | $1.8B | ||
| Q4 24 | $1.3B | $1.6B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $685.4M | $1.3B |
股东权益
BXP
GDOT
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $890.2M | ||
| Q3 25 | $5.0B | $913.3M | ||
| Q2 25 | $5.3B | $920.9M | ||
| Q1 25 | $5.3B | $947.7M | ||
| Q4 24 | $5.4B | $873.6M | ||
| Q3 24 | $5.8B | $932.2M | ||
| Q2 24 | $5.8B | $870.0M |
总资产
BXP
GDOT
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $6.0B | ||
| Q3 25 | $26.0B | $5.8B | ||
| Q2 25 | $25.6B | $5.6B | ||
| Q1 25 | $25.4B | $5.7B | ||
| Q4 24 | $26.1B | $5.4B | ||
| Q3 24 | $26.4B | $5.3B | ||
| Q2 24 | $25.5B | $5.5B |
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 | — | $-62.5M |
| 自由现金流经营现金流 - 资本支出 | — | $-76.3M |
| 自由现金流率自由现金流/营收 | — | -15.3% |
| 资本支出强度资本支出/营收 | 1.5% | 2.8% |
| 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 | — | $66.0M |
8季度趋势,按日历期对齐
经营现金流
BXP
GDOT
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $-62.5M | ||
| Q3 25 | $274.2M | $23.3M | ||
| Q2 25 | $353.1M | $69.0M | ||
| Q1 25 | $210.0M | $108.7M | ||
| Q4 24 | $383.7M | $-23.0M | ||
| Q3 24 | $286.1M | $-16.3M | ||
| Q2 24 | $367.1M | $31.5M |
自由现金流
BXP
GDOT
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $-76.3M | ||
| Q3 25 | $231.6M | $3.5M | ||
| Q2 25 | $281.5M | $49.5M | ||
| Q1 25 | $152.6M | $89.3M | ||
| Q4 24 | $312.5M | $-45.1M | ||
| Q3 24 | $234.5M | $-37.0M | ||
| Q2 24 | $332.4M | $14.5M |
自由现金流率
BXP
GDOT
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | -15.3% | ||
| Q3 25 | 26.6% | 0.8% | ||
| Q2 25 | 32.4% | 10.3% | ||
| Q1 25 | 17.6% | 16.6% | ||
| Q4 24 | 36.4% | -10.3% | ||
| Q3 24 | 27.3% | -9.4% | ||
| Q2 24 | 39.1% | 3.7% |
资本支出强度
BXP
GDOT
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 2.8% | ||
| Q3 25 | 4.9% | 4.2% | ||
| Q2 25 | 8.2% | 4.0% | ||
| Q1 25 | 6.6% | 3.6% | ||
| Q4 24 | 8.3% | 5.1% | ||
| Q3 24 | 6.0% | 5.3% | ||
| Q2 24 | 4.1% | 4.3% |
现金转化率
BXP
GDOT
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.97× | — | ||
| Q1 25 | 3.43× | 4.22× | ||
| Q4 24 | — | -4.51× | ||
| Q3 24 | 3.42× | — | ||
| Q2 24 | 4.61× | — |
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
BXP
| Lease | $818.2M | 94% |
| Parking and other | $30.8M | 4% |
| Development and management services | $9.2M | 1% |
GDOT
| B2B Services | $375.4M | 75% |
| Interchange Revenues | $44.4M | 9% |
| Processing And Settlement Service | $38.6M | 8% |
| Money Movement Services | $37.4M | 8% |