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COMERICA INC（CMA）与Essex Property Trust（ESS）财务数据对比。点击上方公司名可切换其他公司
COMERICA INC的季度营收约是Essex Property Trust的1.7倍（$838.0M vs $479.6M），COMERICA INC净利率更高（21.0% vs 17.9%，领先3.1%），Essex Property Trust同比增速更快（5.5% vs 3.3%），过去两年COMERICA INC的营收复合增速更高（108.9% vs 6.0%）
Comerica公司是总部位于美国得克萨斯州达拉斯的金融服务企业，为美国大型金融控股公司之一。旗下Comerica银行为区域性商业银行，在得克萨斯、密歇根、加利福尼亚、佛罗里达、亚利桑那五州共设413家网点，在美国多座城市设有办公场所。
Essex Property Trust是一家公开上市的房地产投资信托企业，重点布局美国西海岸优质不动产市场，核心投资标的为加利福尼亚州及西雅图大都会区的公寓类物业，在长租公寓的投资、运营及管理领域拥有深厚的行业积累与资源优势。
CMA vs ESS — 直观对比
营收规模更大
CMA
是对方的1.7倍
$479.6M
营收增速更快
ESS
高出2.2%
3.3%
净利率更高
CMA
高出3.1%
17.9%
两年增速更快
CMA
近两年复合增速
6.0%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $838.0M | $479.6M |
| 净利润 | $176.0M | $85.7M |
| 毛利率 | — | 70.0% |
| 营业利润率 | — | 31.7% |
| 净利率 | 21.0% | 17.9% |
| 营收同比 | 3.3% | 5.5% |
| 净利润同比 | -4.3% | -71.6% |
| 每股收益（稀释后） | $1.35 | $1.24 |
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CMAESS
| Q4 25 | — | $479.6M | ||
| Q3 25 | $838.0M | $473.3M | ||
| Q2 25 | $849.0M | $469.8M | ||
| Q1 25 | $829.0M | $464.6M | ||
| Q4 24 | $825.0M | $454.5M | ||
| Q3 24 | $811.0M | $450.7M | ||
| Q2 24 | $824.0M | $442.4M | ||
| Q1 24 | $784.0M | $426.9M |
净利润CMAESS
| Q4 25 | — | $85.7M | ||
| Q3 25 | $176.0M | $172.7M | ||
| Q2 25 | $199.0M | $231.5M | ||
| Q1 25 | $172.0M | $212.8M | ||
| Q4 24 | $170.0M | $301.7M | ||
| Q3 24 | $184.0M | $125.5M | ||
| Q2 24 | $206.0M | $99.0M | ||
| Q1 24 | $138.0M | $285.1M |
毛利率CMAESS
| Q4 25 | — | 70.0% | ||
| Q3 25 | — | 69.2% | ||
| Q2 25 | — | 70.7% | ||
| Q1 25 | — | 69.6% | ||
| Q4 24 | — | 70.0% | ||
| Q3 24 | — | 69.5% | ||
| Q2 24 | — | 70.8% | ||
| Q1 24 | — | 69.7% |
营业利润率CMAESS
| Q4 25 | — | 31.7% | ||
| Q3 25 | — | 44.5% | ||
| Q2 25 | — | 59.5% | ||
| Q1 25 | — | 55.3% | ||
| Q4 24 | — | 67.0% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 31.1% | ||
| Q1 24 | — | 31.0% |
净利率CMAESS
| Q4 25 | — | 17.9% | ||
| Q3 25 | 21.0% | 36.5% | ||
| Q2 25 | 23.4% | 49.3% | ||
| Q1 25 | 20.7% | 45.8% | ||
| Q4 24 | 20.6% | 66.4% | ||
| Q3 24 | 22.7% | 27.8% | ||
| Q2 24 | 25.0% | 22.4% | ||
| Q1 24 | 17.6% | 66.8% |
每股收益（稀释后）CMAESS
| Q4 25 | — | $1.24 | ||
| Q3 25 | $1.35 | $2.56 | ||
| Q2 25 | $1.42 | $3.44 | ||
| Q1 25 | $1.25 | $3.16 | ||
| Q4 24 | $1.22 | $4.00 | ||
| Q3 24 | $1.33 | $1.84 | ||
| Q2 24 | $1.49 | $1.45 | ||
| Q1 24 | $0.98 | $4.25 |
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 | — | $76.2M |
| 总债务越低越好 | $5.4B | — |
| 股东权益账面价值 | $7.4B | $5.5B |
| 总资产 | $77.4B | $13.2B |
| 负债/权益比越低杠杆越低 | 0.73× | — |
8季度趋势，按日历期对齐
现金及短期投资CMAESS
| Q4 25 | — | $76.2M | ||
| Q3 25 | — | $66.0M | ||
| Q2 25 | — | $58.7M | ||
| Q1 25 | — | $98.7M | ||
| Q4 24 | — | $66.8M | ||
| Q3 24 | — | $71.3M | ||
| Q2 24 | — | $55.2M | ||
| Q1 24 | — | $499.0M |
总债务CMAESS
| Q4 25 | — | — | ||
| Q3 25 | $5.4B | $6.4B | ||
| Q2 25 | $5.8B | $6.4B | ||
| Q1 25 | $5.7B | $6.8B | ||
| Q4 24 | $6.7B | — | ||
| Q3 24 | $6.8B | $6.4B | ||
| Q2 24 | $7.1B | $6.2B | ||
| Q1 24 | $7.1B | $6.6B |
股东权益CMAESS
| Q4 25 | — | $5.5B | ||
| Q3 25 | $7.4B | $5.6B | ||
| Q2 25 | $6.9B | $5.6B | ||
| Q1 25 | $7.1B | $5.6B | ||
| Q4 24 | $6.5B | $5.5B | ||
| Q3 24 | $7.4B | $5.4B | ||
| Q2 24 | $6.2B | $5.5B | ||
| Q1 24 | $6.0B | $5.5B |
总资产CMAESS
| Q4 25 | — | $13.2B | ||
| Q3 25 | $77.4B | $13.2B | ||
| Q2 25 | $78.0B | $13.2B | ||
| Q1 25 | $77.6B | $13.2B | ||
| Q4 24 | $79.3B | $12.9B | ||
| Q3 24 | $79.7B | $12.6B | ||
| Q2 24 | $79.6B | $12.5B | ||
| Q1 24 | $79.4B | $12.9B |
负债/权益比CMAESS
| Q4 25 | — | — | ||
| Q3 25 | 0.73× | 1.15× | ||
| Q2 25 | 0.84× | 1.14× | ||
| Q1 25 | 0.81× | 1.22× | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 0.92× | 1.18× | ||
| Q2 24 | 1.15× | 1.13× | ||
| Q1 24 | 1.18× | 1.19× |
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 | $-270.0M | $1.1B |
| 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 | -1.53× | 12.53× |
| 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CMAESS
| Q4 25 | — | $1.1B | ||
| Q3 25 | $-270.0M | $342.6M | ||
| Q2 25 | $476.0M | $216.1M | ||
| Q1 25 | $273.0M | $281.5M | ||
| Q4 24 | $601.0M | $1.1B | ||
| Q3 24 | $1.0B | $316.2M | ||
| Q2 24 | $111.0M | $218.9M | ||
| Q1 24 | $-205.0M | $314.9M |
现金转化率CMAESS
| Q4 25 | — | 12.53× | ||
| Q3 25 | -1.53× | 1.98× | ||
| Q2 25 | 2.39× | 0.93× | ||
| Q1 25 | 1.59× | 1.32× | ||
| Q4 24 | 3.54× | 3.54× | ||
| Q3 24 | 5.70× | 2.52× | ||
| Q2 24 | 0.54× | 2.21× | ||
| Q1 24 | -1.49× | 1.10× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
