vs
Copart(CPRT)与RENAISSANCERE HOLDINGS LTD(RNR)财务数据对比。点击上方公司名可切换其他公司
RENAISSANCERE HOLDINGS LTD的季度营收约是Copart的1.9倍($2.2B vs $1.2B),Copart净利率更高(35.0% vs 23.5%,领先11.5%),Copart同比增速更快(0.7% vs -36.8%),过去两年Copart的营收复合增速更高(6.4% vs -11.9%)
Copart是一家跨国在线车辆拍卖及再营销服务提供商,服务保险、租车、车队、金融公司等各类汽车经销商,业务覆盖美国、加拿大、英国、德国等11个国家。总部位于美国得克萨斯州达拉斯,拥有200多处实体网点,运营总面积超1万英亩的车辆存放场地。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商,核心业务覆盖再保险、常规保险两大板块,同时运营风险相关创新投资业务,为全球客户提供专业的风险对冲与保险解决方案。
CPRT vs RNR — 直观对比
营收规模更大
RNR
是对方的1.9倍
$1.2B
营收增速更快
CPRT
高出37.5%
-36.8%
净利率更高
CPRT
高出11.5%
23.5%
两年增速更快
CPRT
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $2.2B |
| 净利润 | $403.7M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 37.3% | — |
| 净利率 | 35.0% | 23.5% |
| 营收同比 | 0.7% | -36.8% |
| 净利润同比 | 11.5% | 72.6% |
| 每股收益(稀释后) | $0.41 | $6.57 |
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
CPRT
RNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.2B | $3.0B | ||
| Q3 25 | $1.1B | $3.2B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | $1.2B | $3.5B | ||
| Q4 24 | $1.1B | $2.3B | ||
| Q3 24 | $1.1B | $4.0B | ||
| Q2 24 | $1.1B | $2.8B |
净利润
CPRT
RNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $403.7M | $760.5M | ||
| Q3 25 | $396.4M | $916.5M | ||
| Q2 25 | $406.6M | $835.4M | ||
| Q1 25 | $387.4M | $170.0M | ||
| Q4 24 | $362.1M | $-189.7M | ||
| Q3 24 | $322.6M | $1.2B | ||
| Q2 24 | $382.3M | $503.9M |
营业利润率
CPRT
RNR
| Q1 26 | — | — | ||
| Q4 25 | 37.3% | 42.5% | ||
| Q3 25 | 36.7% | 46.3% | ||
| Q2 25 | 37.3% | 41.8% | ||
| Q1 25 | 36.6% | -2.0% | ||
| Q4 24 | 35.4% | -3.6% | ||
| Q3 24 | 33.6% | 43.7% | ||
| Q2 24 | 38.8% | 25.0% |
净利率
CPRT
RNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 35.0% | 25.6% | ||
| Q3 25 | 35.2% | 28.7% | ||
| Q2 25 | 33.6% | 26.1% | ||
| Q1 25 | 33.3% | 4.9% | ||
| Q4 24 | 31.6% | -8.3% | ||
| Q3 24 | 30.2% | 29.8% | ||
| Q2 24 | 33.9% | 17.8% |
每股收益(稀释后)
CPRT
RNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.41 | $16.16 | ||
| Q3 25 | $0.40 | $19.40 | ||
| Q2 25 | $0.42 | $17.20 | ||
| Q1 25 | $0.40 | $3.27 | ||
| Q4 24 | $0.37 | $-3.76 | ||
| Q3 24 | $0.34 | $22.62 | ||
| Q2 24 | $0.39 | $9.41 |
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 | — | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.6B | $4.3B |
| 总资产 | $10.6B | $53.7B |
| 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
CPRT
RNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B |
总债务
CPRT
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | $0 | $1.9B | ||
| Q2 24 | $427.0K | $2.0B |
股东权益
CPRT
RNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $9.6B | $11.6B | ||
| Q3 25 | $9.2B | $11.5B | ||
| Q2 25 | $8.8B | $10.8B | ||
| Q1 25 | $8.3B | $10.3B | ||
| Q4 24 | $7.9B | $10.6B | ||
| Q3 24 | $7.5B | $11.2B | ||
| Q2 24 | $7.2B | $10.2B |
总资产
CPRT
RNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $10.6B | $53.8B | ||
| Q3 25 | $10.1B | $54.5B | ||
| Q2 25 | $9.7B | $54.7B | ||
| Q1 25 | $9.2B | $53.6B | ||
| Q4 24 | $8.9B | $50.7B | ||
| Q3 24 | $8.4B | $52.8B | ||
| Q2 24 | $8.0B | $51.6B |
负债/权益比
CPRT
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | 0.00× | 0.17× | ||
| Q2 24 | 0.00× | 0.19× |
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 | $535.3M | — |
| 自由现金流经营现金流 - 资本支出 | $427.2M | — |
| 自由现金流率自由现金流/营收 | 37.0% | — |
| 资本支出强度资本支出/营收 | 9.4% | — |
| 现金转化率经营现金流/净利润 | 1.33× | — |
| 过去12个月自由现金流最近4个季度 | $1.4B | — |
8季度趋势,按日历期对齐
经营现金流
CPRT
RNR
| Q1 26 | — | — | ||
| Q4 25 | $535.3M | $483.0M | ||
| Q3 25 | $438.5M | $1.6B | ||
| Q2 25 | $700.9M | $1.5B | ||
| Q1 25 | $178.1M | $157.8M | ||
| Q4 24 | $482.3M | $778.9M | ||
| Q3 24 | $439.2M | $1.5B | ||
| Q2 24 | $496.3M | $1.2B |
自由现金流
CPRT
RNR
| Q1 26 | — | — | ||
| Q4 25 | $427.2M | — | ||
| Q3 25 | $350.8M | — | ||
| Q2 25 | $572.9M | — | ||
| Q1 25 | $61.5M | — | ||
| Q4 24 | $245.5M | — | ||
| Q3 24 | $301.3M | — | ||
| Q2 24 | $408.5M | — |
自由现金流率
CPRT
RNR
| Q1 26 | — | — | ||
| Q4 25 | 37.0% | — | ||
| Q3 25 | 31.2% | — | ||
| Q2 25 | 47.3% | — | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 28.2% | — | ||
| Q2 24 | 36.2% | — |
资本支出强度
CPRT
RNR
| Q1 26 | — | — | ||
| Q4 25 | 9.4% | — | ||
| Q3 25 | 7.8% | — | ||
| Q2 25 | 10.6% | — | ||
| Q1 25 | 10.0% | — | ||
| Q4 24 | 20.6% | — | ||
| Q3 24 | 12.9% | — | ||
| Q2 24 | 7.8% | — |
现金转化率
CPRT
RNR
| Q1 26 | — | — | ||
| Q4 25 | 1.33× | 0.64× | ||
| Q3 25 | 1.11× | 1.73× | ||
| Q2 25 | 1.72× | 1.76× | ||
| Q1 25 | 0.46× | 0.93× | ||
| Q4 24 | 1.33× | — | ||
| Q3 24 | 1.36× | 1.26× | ||
| Q2 24 | 1.30× | 2.41× |
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
CPRT
| Services | $952.1M | 82% |
| Other | $203.0M | 18% |
RNR
暂无分部数据