vs
科睿唯安（CLVT）与STARWOOD PROPERTY TRUST, INC.（STWD）财务数据对比。点击上方公司名可切换其他公司
科睿唯安的季度营收约是STARWOOD PROPERTY TRUST, INC.的1.2倍（$585.5M vs $492.9M），STARWOOD PROPERTY TRUST, INC.净利率更高（19.7% vs -6.9%，领先26.5%），STARWOOD PROPERTY TRUST, INC.同比增速更快（8.5% vs -1.4%），过去两年STARWOOD PROPERTY TRUST, INC.的营收复合增速更高（-2.9% vs -5.1%）
科睿唯安是一家英美合资的上市分析服务企业，主要提供订阅制信息服务，覆盖文献计量、科学计量、商业与市场情报领域，同时为医药、生物科技行业提供专利、监管合规相关的竞争分析，也提供商标保护、域名与品牌保护服务，旗下Web of Science产品系列还负责计算学术期刊的影响因子。
喜达屋酒店及度假村国际集团是全球规模最大的酒店企业之一，业务涵盖酒店、度假村、水疗中心、住宅及度假产权物业的持有、运营、特许经营与管理。集团前身为1969年成立的房地产投资信托基金，1995年完成收购重组，旗下共11个品牌，管理及特许经营的物业共计1297处。
CLVT vs STWD — 直观对比
营收规模更大
CLVT
是对方的1.2倍
$492.9M
营收增速更快
STWD
高出9.9%
-1.4%
净利率更高
STWD
高出26.5%
-6.9%
两年增速更快
STWD
近两年复合增速
-5.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $585.5M | $492.9M |
| 净利润 | $-40.2M | $96.9M |
| 毛利率 | 67.2% | — |
| 营业利润率 | — | 26.6% |
| 净利率 | -6.9% | 19.7% |
| 营收同比 | -1.4% | 8.5% |
| 净利润同比 | -163.1% | 87.7% |
| 每股收益（稀释后） | $-0.06 | $0.25 |
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CLVTSTWD
| Q1 26 | $585.5M | — | ||
| Q4 25 | $617.0M | $492.9M | ||
| Q3 25 | $623.1M | $488.9M | ||
| Q2 25 | $621.4M | $444.3M | ||
| Q1 25 | $593.7M | $418.2M | ||
| Q4 24 | $663.0M | $454.4M | ||
| Q3 24 | $622.2M | $479.5M | ||
| Q2 24 | $650.3M | $489.8M |
净利润CLVTSTWD
| Q1 26 | $-40.2M | — | ||
| Q4 25 | $3.1M | $96.9M | ||
| Q3 25 | $-28.3M | $72.6M | ||
| Q2 25 | $-72.0M | $129.8M | ||
| Q1 25 | $-103.9M | $112.3M | ||
| Q4 24 | $-191.8M | $51.6M | ||
| Q3 24 | $-65.6M | $76.1M | ||
| Q2 24 | $-304.3M | $77.9M |
毛利率CLVTSTWD
| Q1 26 | 67.2% | — | ||
| Q4 25 | 66.8% | — | ||
| Q3 25 | 65.0% | — | ||
| Q2 25 | 67.2% | — | ||
| Q1 25 | 65.1% | — | ||
| Q4 24 | 65.7% | — | ||
| Q3 24 | 66.2% | — | ||
| Q2 24 | 67.2% | — |
营业利润率CLVTSTWD
| Q1 26 | — | — | ||
| Q4 25 | 6.7% | 26.6% | ||
| Q3 25 | 7.1% | 19.1% | ||
| Q2 25 | 1.1% | 30.5% | ||
| Q1 25 | -3.5% | 28.7% | ||
| Q4 24 | -9.4% | 15.1% | ||
| Q3 24 | 3.5% | 17.2% | ||
| Q2 24 | -36.9% | 19.1% |
净利率CLVTSTWD
| Q1 26 | -6.9% | — | ||
| Q4 25 | 0.5% | 19.7% | ||
| Q3 25 | -4.5% | 14.8% | ||
| Q2 25 | -11.6% | 29.2% | ||
| Q1 25 | -17.5% | 26.8% | ||
| Q4 24 | -28.9% | 11.4% | ||
| Q3 24 | -10.5% | 15.9% | ||
| Q2 24 | -46.8% | 15.9% |
每股收益（稀释后）CLVTSTWD
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $0.00 | $0.25 | ||
| Q3 25 | $-0.04 | $0.19 | ||
| Q2 25 | $-0.11 | $0.38 | ||
| Q1 25 | $-0.15 | $0.33 | ||
| Q4 24 | $-0.27 | $0.15 | ||
| Q3 24 | $-0.09 | $0.23 | ||
| Q2 24 | $-0.46 | $0.24 |
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 | — | $499.5M |
| 总债务越低越好 | $4.3B | — |
| 股东权益账面价值 | $4.8B | $6.8B |
| 总资产 | $10.9B | $63.2B |
| 负债/权益比越低杠杆越低 | 0.89× | — |
8季度趋势，按日历期对齐
现金及短期投资CLVTSTWD
| Q1 26 | — | — | ||
| Q4 25 | $329.2M | $499.5M | ||
| Q3 25 | $318.7M | $301.1M | ||
| Q2 25 | $362.6M | $259.9M | ||
| Q1 25 | $354.0M | $440.6M | ||
| Q4 24 | $295.2M | $377.8M | ||
| Q3 24 | $388.5M | $357.9M | ||
| Q2 24 | $376.4M | $259.3M |
总债务CLVTSTWD
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | — | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.5B | — | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $4.6B | — |
股东权益CLVTSTWD
| Q1 26 | $4.8B | — | ||
| Q4 25 | $4.8B | $6.8B | ||
| Q3 25 | $4.9B | $6.9B | ||
| Q2 25 | $5.0B | $6.4B | ||
| Q1 25 | $5.0B | $6.4B | ||
| Q4 24 | $5.1B | $6.4B | ||
| Q3 24 | $5.5B | $6.5B | ||
| Q2 24 | $5.6B | $6.2B |
总资产CLVTSTWD
| Q1 26 | $10.9B | — | ||
| Q4 25 | $11.1B | $63.2B | ||
| Q3 25 | $11.2B | $62.4B | ||
| Q2 25 | $11.4B | $62.4B | ||
| Q1 25 | $11.5B | $62.2B | ||
| Q4 24 | $11.5B | $62.6B | ||
| Q3 24 | $12.0B | $64.2B | ||
| Q2 24 | $12.1B | $64.1B |
负债/权益比CLVTSTWD
| Q1 26 | 0.89× | — | ||
| Q4 25 | 0.89× | — | ||
| Q3 25 | 0.90× | — | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | 0.90× | — | ||
| Q4 24 | 0.88× | — | ||
| Q3 24 | 0.84× | — | ||
| Q2 24 | 0.83× | — |
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 | $134.7M | $488.8M |
| 自由现金流经营现金流 - 资本支出 | $78.9M | — |
| 自由现金流率自由现金流/营收 | 13.5% | — |
| 资本支出强度资本支出/营收 | 9.5% | — |
| 现金转化率经营现金流/净利润 | — | 5.04× |
| 过去12个月自由现金流最近4个季度 | $333.9M | — |
8季度趋势，按日历期对齐
经营现金流CLVTSTWD
| Q1 26 | $134.7M | — | ||
| Q4 25 | $159.9M | $488.8M | ||
| Q3 25 | $181.1M | $337.6M | ||
| Q2 25 | $116.3M | $-87.4M | ||
| Q1 25 | $171.2M | $238.9M | ||
| Q4 24 | $141.3M | $295.6M | ||
| Q3 24 | $202.9M | $241.8M | ||
| Q2 24 | $126.2M | $53.3M |
自由现金流CLVTSTWD
| Q1 26 | $78.9M | — | ||
| Q4 25 | $89.2M | — | ||
| Q3 25 | $115.5M | — | ||
| Q2 25 | $50.3M | — | ||
| Q1 25 | $110.3M | — | ||
| Q4 24 | $59.1M | — | ||
| Q3 24 | $126.3M | — | ||
| Q2 24 | $60.3M | — |
自由现金流率CLVTSTWD
| Q1 26 | 13.5% | — | ||
| Q4 25 | 14.5% | — | ||
| Q3 25 | 18.5% | — | ||
| Q2 25 | 8.1% | — | ||
| Q1 25 | 18.6% | — | ||
| Q4 24 | 8.9% | — | ||
| Q3 24 | 20.3% | — | ||
| Q2 24 | 9.3% | — |
资本支出强度CLVTSTWD
| Q1 26 | 9.5% | — | ||
| Q4 25 | 11.5% | — | ||
| Q3 25 | 10.5% | — | ||
| Q2 25 | 10.6% | — | ||
| Q1 25 | 10.3% | — | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 10.1% | — |
现金转化率CLVTSTWD
| Q1 26 | — | — | ||
| Q4 25 | 51.58× | 5.04× | ||
| Q3 25 | — | 4.65× | ||
| Q2 25 | — | -0.67× | ||
| Q1 25 | — | 2.13× | ||
| Q4 24 | — | 5.72× | ||
| Q3 24 | — | 3.18× | ||
| Q2 24 | — | 0.68× |
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
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
STWD
| Commercial And Residential Lending Segment | $335.2M | 68% |
| Infrastructure Lending Segment | $70.3M | 14% |
| Property Segment | $57.8M | 12% |
| Other | $29.7M | 6% |
