vs
康代(CAMT)与W. P. Carey Inc.(WPC)财务数据对比。点击上方公司名可切换其他公司
W. P. Carey Inc.的季度营收约是康代的1.8倍($444.5M vs $242.0M),W. P. Carey Inc.净利率更高(33.4% vs 28.1%,领先5.3%)
康代有限公司是全球领先的高精度检测与计量系统研发生产商,服务半导体、印刷电路板、先进封装等领域,为亚洲、北美、欧洲的客户提供工艺控制、缺陷检测、良率优化等相关解决方案。
W.P.凯里是一家房地产投资信托企业,主打投资以三净租赁模式租予单一租户的物业。公司注册地位于美国马里兰州,核心办公地点设在纽约市,深耕商业地产投资领域,拥有成熟的运营经验与优质的项目资源。
CAMT vs WPC — 直观对比
营收规模更大
WPC
是对方的1.8倍
$242.0M
净利率更高
WPC
高出5.3%
28.1%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $242.0M | $444.5M |
| 净利润 | $68.0M | $148.3M |
| 毛利率 | 50.9% | — |
| 营业利润率 | 26.7% | 34.5% |
| 净利率 | 28.1% | 33.4% |
| 营收同比 | — | 9.4% |
| 净利润同比 | — | 215.4% |
| 每股收益(稀释后) | — | — |
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
CAMT
WPC
| Q4 25 | — | $444.5M | ||
| Q3 25 | — | $431.3M | ||
| Q2 25 | $242.0M | $430.8M | ||
| Q1 25 | — | $409.9M | ||
| Q4 24 | — | $406.2M | ||
| Q3 24 | — | $397.4M | ||
| Q2 24 | $199.6M | $389.7M | ||
| Q1 24 | — | $389.8M |
净利润
CAMT
WPC
| Q4 25 | — | $148.3M | ||
| Q3 25 | — | $141.0M | ||
| Q2 25 | $68.0M | $51.2M | ||
| Q1 25 | — | $125.8M | ||
| Q4 24 | — | $47.0M | ||
| Q3 24 | — | $111.7M | ||
| Q2 24 | $52.8M | $142.9M | ||
| Q1 24 | — | $159.2M |
毛利率
CAMT
WPC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 50.9% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 48.1% | — | ||
| Q1 24 | — | — |
营业利润率
CAMT
WPC
| Q4 25 | — | 34.5% | ||
| Q3 25 | — | 34.7% | ||
| Q2 25 | 26.7% | 15.0% | ||
| Q1 25 | — | 33.5% | ||
| Q4 24 | — | 13.5% | ||
| Q3 24 | — | 30.4% | ||
| Q2 24 | 23.6% | 38.3% | ||
| Q1 24 | — | 43.0% |
净利率
CAMT
WPC
| Q4 25 | — | 33.4% | ||
| Q3 25 | — | 32.7% | ||
| Q2 25 | 28.1% | 11.9% | ||
| Q1 25 | — | 30.7% | ||
| Q4 24 | — | 11.6% | ||
| Q3 24 | — | 28.1% | ||
| Q2 24 | 26.4% | 36.7% | ||
| Q1 24 | — | 40.8% |
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 | $232.0M | $155.3M |
| 总债务越低越好 | — | $8.7B |
| 股东权益账面价值 | $626.5M | $8.1B |
| 总资产 | $974.7M | $18.0B |
| 负债/权益比越低杠杆越低 | — | 1.07× |
8季度趋势,按日历期对齐
现金及短期投资
CAMT
WPC
| Q4 25 | — | $155.3M | ||
| Q3 25 | — | $249.0M | ||
| Q2 25 | $232.0M | $244.8M | ||
| Q1 25 | — | $187.8M | ||
| Q4 24 | — | $640.4M | ||
| Q3 24 | — | $818.2M | ||
| Q2 24 | $109.8M | $1.1B | ||
| Q1 24 | — | $777.0M |
总债务
CAMT
WPC
| Q4 25 | — | $8.7B | ||
| Q3 25 | — | $8.7B | ||
| Q2 25 | — | $8.6B | ||
| Q1 25 | — | $7.9B | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | — | $8.0B | ||
| Q2 24 | — | $8.1B | ||
| Q1 24 | — | $7.9B |
股东权益
CAMT
WPC
| Q4 25 | — | $8.1B | ||
| Q3 25 | — | $8.2B | ||
| Q2 25 | $626.5M | $8.2B | ||
| Q1 25 | — | $8.4B | ||
| Q4 24 | — | $8.4B | ||
| Q3 24 | — | $8.6B | ||
| Q2 24 | $475.4M | $8.6B | ||
| Q1 24 | — | $8.7B |
总资产
CAMT
WPC
| Q4 25 | — | $18.0B | ||
| Q3 25 | — | $18.0B | ||
| Q2 25 | $974.7M | $18.0B | ||
| Q1 25 | — | $17.3B | ||
| Q4 24 | — | $17.5B | ||
| Q3 24 | — | $17.6B | ||
| Q2 24 | $796.2M | $17.8B | ||
| Q1 24 | — | $17.6B |
负债/权益比
CAMT
WPC
| Q4 25 | — | 1.07× | ||
| Q3 25 | — | 1.06× | ||
| Q2 25 | — | 1.05× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | — | 0.95× | ||
| Q3 24 | — | 0.93× | ||
| Q2 24 | — | 0.94× | ||
| Q1 24 | — | 0.91× |
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 | $47.1M | $304.6M |
| 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 | 0.69× | 2.05× |
| 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
CAMT
WPC
| Q4 25 | — | $304.6M | ||
| Q3 25 | — | $300.5M | ||
| Q2 25 | $47.1M | $404.0M | ||
| Q1 25 | — | $273.2M | ||
| Q4 24 | — | $296.3M | ||
| Q3 24 | — | $280.2M | ||
| Q2 24 | $70.1M | $221.0M | ||
| Q1 24 | — | $1.0B |
现金转化率
CAMT
WPC
| Q4 25 | — | 2.05× | ||
| Q3 25 | — | 2.13× | ||
| Q2 25 | 0.69× | 7.89× | ||
| Q1 25 | — | 2.17× | ||
| Q4 24 | — | 6.30× | ||
| Q3 24 | — | 2.51× | ||
| Q2 24 | 1.33× | 1.55× | ||
| Q1 24 | — | 6.50× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图