vs
Churchill Downs Inc（CHDN）与Healthpeak Properties（DOC）财务数据对比。点击上方公司名可切换其他公司
Healthpeak Properties的季度营收约是Churchill Downs Inc的1.1倍（$719.4M vs $663.0M），Healthpeak Properties净利率更高（73.2% vs 12.5%，领先60.7%），Churchill Downs Inc同比增速更快（3.1% vs 3.1%），过去两年Healthpeak Properties的营收复合增速更高（8.9% vs -13.7%）
丘吉尔唐斯股份有限公司是丘吉尔唐斯赛马场的母公司，起家于美国肯塔基州路易斯维尔的单一赛马场，现已发展为业务覆盖美国多州的上市企业，旗下拥有赛马场、赌场、线上投注平台等多元业务板块。
Healthpeak Properties是美国医疗地产领域的房地产投资信托基金，核心投资范畴覆盖老年住宅、生命科学相关物业及医疗办公楼三类资产。公司2007年于马里兰州组建，总部设在科罗拉多州丹佛市，在尔湾、纳什维尔、旧金山均设有办事处，截至2019年12月31日共持有617处物业的权益。
CHDN vs DOC — 直观对比
营收规模更大
DOC
是对方的1.1倍
$663.0M
营收增速更快
CHDN
高出0.0%
3.1%
净利率更高
DOC
高出60.7%
12.5%
两年增速更快
DOC
近两年复合增速
-13.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $663.0M | $719.4M |
| 净利润 | $83.0M | $114.0M |
| 毛利率 | — | — |
| 营业利润率 | 21.6% | 17.4% |
| 净利率 | 12.5% | 73.2% |
| 营收同比 | 3.1% | 3.1% |
| 净利润同比 | 7.8% | 2406.4% |
| 每股收益（稀释后） | $1.16 | $0.16 |
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CHDNDOC
| Q1 26 | $663.0M | — | ||
| Q4 25 | $665.9M | $719.4M | ||
| Q3 25 | $683.0M | $705.9M | ||
| Q2 25 | $934.4M | $694.3M | ||
| Q1 25 | $642.6M | $702.9M | ||
| Q4 24 | $624.2M | $698.0M | ||
| Q3 24 | $628.5M | $700.4M | ||
| Q2 24 | $890.7M | $695.5M |
净利润CHDNDOC
| Q1 26 | $83.0M | — | ||
| Q4 25 | $51.3M | $114.0M | ||
| Q3 25 | $38.1M | $-117.1M | ||
| Q2 25 | $216.9M | $31.7M | ||
| Q1 25 | $76.7M | $42.8M | ||
| Q4 24 | $71.7M | $4.5M | ||
| Q3 24 | $65.4M | $85.9M | ||
| Q2 24 | $209.3M | $146.0M |
毛利率CHDNDOC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 58.6% | ||
| Q2 25 | — | 60.2% | ||
| Q1 25 | — | 61.1% | ||
| Q4 24 | — | 60.3% | ||
| Q3 24 | — | 60.0% | ||
| Q2 24 | — | 60.6% |
营业利润率CHDNDOC
| Q1 26 | 21.6% | — | ||
| Q4 25 | 18.5% | 17.4% | ||
| Q3 25 | 14.3% | 9.2% | ||
| Q2 25 | 35.1% | 5.7% | ||
| Q1 25 | 20.9% | 7.7% | ||
| Q4 24 | 20.3% | -2.2% | ||
| Q3 24 | 20.0% | 14.1% | ||
| Q2 24 | 37.0% | 22.3% |
净利率CHDNDOC
| Q1 26 | 12.5% | — | ||
| Q4 25 | 7.7% | 73.2% | ||
| Q3 25 | 5.6% | -16.6% | ||
| Q2 25 | 23.2% | 4.6% | ||
| Q1 25 | 11.9% | 6.1% | ||
| Q4 24 | 11.5% | 0.7% | ||
| Q3 24 | 10.4% | 12.3% | ||
| Q2 24 | 23.5% | 21.0% |
每股收益（稀释后）CHDNDOC
| Q1 26 | $1.16 | — | ||
| Q4 25 | — | $0.16 | ||
| Q3 25 | — | $-0.17 | ||
| Q2 25 | — | $0.05 | ||
| Q1 25 | — | $0.06 | ||
| Q4 24 | — | $0.02 | ||
| Q3 24 | — | $0.12 | ||
| Q2 24 | — | $0.21 |
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 | $200.0M | $467.5M |
| 总债务越低越好 | $840.0M | $9.8B |
| 股东权益账面价值 | — | $7.5B |
| 总资产 | $7.5B | $20.3B |
| 负债/权益比越低杠杆越低 | — | 1.31× |
8季度趋势，按日历期对齐
现金及短期投资CHDNDOC
| Q1 26 | $200.0M | — | ||
| Q4 25 | $200.6M | $467.5M | ||
| Q3 25 | $180.5M | $91.0M | ||
| Q2 25 | $182.4M | $89.4M | ||
| Q1 25 | $174.2M | $70.6M | ||
| Q4 24 | $175.5M | $119.8M | ||
| Q3 24 | $152.7M | $180.4M | ||
| Q2 24 | $140.3M | $106.9M |
总债务CHDNDOC
| Q1 26 | $840.0M | — | ||
| Q4 25 | — | $9.8B | ||
| Q3 25 | — | $9.1B | ||
| Q2 25 | — | $9.0B | ||
| Q1 25 | — | $8.9B | ||
| Q4 24 | — | $8.7B | ||
| Q3 24 | — | $8.6B | ||
| Q2 24 | — | $8.6B |
股东权益CHDNDOC
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $7.5B | ||
| Q3 25 | $1.0B | $7.6B | ||
| Q2 25 | $1.0B | $7.9B | ||
| Q1 25 | $1.1B | $8.2B | ||
| Q4 24 | $1.1B | $8.4B | ||
| Q3 24 | $1.1B | $8.6B | ||
| Q2 24 | $1.0B | $8.8B |
总资产CHDNDOC
| Q1 26 | $7.5B | — | ||
| Q4 25 | $7.5B | $20.3B | ||
| Q3 25 | $7.5B | $19.6B | ||
| Q2 25 | $7.4B | $19.8B | ||
| Q1 25 | $7.3B | $19.8B | ||
| Q4 24 | $7.3B | $19.9B | ||
| Q3 24 | $7.2B | $20.0B | ||
| Q2 24 | $7.2B | $20.2B |
负债/权益比CHDNDOC
| Q1 26 | — | — | ||
| Q4 25 | — | 1.31× | ||
| Q3 25 | — | 1.20× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.08× | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | — | 1.00× | ||
| Q2 24 | — | 0.98× |
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 | $295.0M | $1.3B |
| 自由现金流经营现金流 - 资本支出 | — | $357.0M |
| 自由现金流率自由现金流/营收 | — | 49.6% |
| 资本支出强度资本支出/营收 | — | 124.4% |
| 现金转化率经营现金流/净利润 | 3.55× | 10.99× |
| 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CHDNDOC
| Q1 26 | $295.0M | — | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | $187.7M | $315.0M | ||
| Q2 25 | — | $363.5M | ||
| Q1 25 | $246.5M | $279.4M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $169.4M | $318.2M | ||
| Q2 24 | — | $316.2M |
自由现金流CHDNDOC
| Q1 26 | — | — | ||
| Q4 25 | — | $357.0M | ||
| Q3 25 | $166.3M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $233.9M | — | ||
| Q4 24 | — | $333.7M | ||
| Q3 24 | $154.4M | — | ||
| Q2 24 | — | — |
自由现金流率CHDNDOC
| Q1 26 | — | — | ||
| Q4 25 | — | 49.6% | ||
| Q3 25 | 24.3% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 36.4% | — | ||
| Q4 24 | — | 47.8% | ||
| Q3 24 | 24.6% | — | ||
| Q2 24 | — | — |
资本支出强度CHDNDOC
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 124.4% | ||
| Q3 25 | 3.1% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 5.4% | 105.6% | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 2.5% | — |
现金转化率CHDNDOC
| Q1 26 | 3.55× | — | ||
| Q4 25 | — | 10.99× | ||
| Q3 25 | 4.93× | — | ||
| Q2 25 | — | 11.48× | ||
| Q1 25 | 3.21× | 6.52× | ||
| Q4 24 | — | 235.43× | ||
| Q3 24 | 2.59× | 3.71× | ||
| Q2 24 | — | 2.17× |
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
CHDN
| Live and Historical Racing | $297.0M | 45% |
| Gaming | $257.0M | 39% |
| Wagering Services and Solutions | $109.0M | 16% |
DOC
暂无分部数据
