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Camden Property Trust（CPT）与ST JOE Co（JOE）财务数据对比。点击上方公司名可切换其他公司
ST JOE Co的季度营收约是Camden Property Trust的24.4倍（$128.9M vs $5.3M）。Camden Property Trust净利率更高（2954.1% vs 23.2%，领先2930.9%）。Camden Property Trust同比增速更快（243.0% vs 23.5%）。过去两年Camden Property Trust的营收复合增速更高（102.8% vs 21.2%）
Camden Property Trust是一家公开上市的房地产投资信托，专注于投资美国公寓类物业。截至2023年12月31日，公司持有美国176个公寓社区的权益，合计拥有5.98万套公寓房源，是美国排名第14位的公寓持有机构。
圣乔公司是一家总部位于美国佛罗里达州巴拿马城海滩的土地开发企业，成立于1936年，1966年前名为圣乔造纸公司。目前公司仍保留林业业务板块，核心经营方向为房地产开发与资产管理，所持土地集中在佛罗里达州西北部，大部分位于贝县和沃尔顿县，在两县区域规划范围内共持有11.05万英亩土地。
CPT vs JOE — 直观对比
营收规模更大
JOE
是对方的24.4倍
$5.3M
营收增速更快
CPT
高出219.4%
23.5%
净利率更高
CPT
高出2930.9%
23.2%
两年增速更快
CPT
近两年复合增速
21.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.3M | $128.9M |
| 净利润 | $156.0M | $29.9M |
| 毛利率 | — | 45.4% |
| 营业利润率 | — | 30.6% |
| 净利率 | 2954.1% | 23.2% |
| 营收同比 | 243.0% | 23.5% |
| 净利润同比 | 283.5% | 58.2% |
| 每股收益（稀释后） | $1.44 | $0.51 |
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CPTJOE
| Q4 25 | $5.3M | $128.9M | ||
| Q3 25 | $2.6M | $161.1M | ||
| Q2 25 | $2.6M | $129.1M | ||
| Q1 25 | $2.5M | $94.2M | ||
| Q4 24 | $1.5M | $104.3M | ||
| Q3 24 | $1.7M | $99.0M | ||
| Q2 24 | $2.6M | $111.6M | ||
| Q1 24 | $1.3M | $87.8M |
净利润CPTJOE
| Q4 25 | $156.0M | $29.9M | ||
| Q3 25 | $108.9M | $38.7M | ||
| Q2 25 | $80.7M | $29.5M | ||
| Q1 25 | $38.8M | $17.5M | ||
| Q4 24 | $40.7M | $18.9M | ||
| Q3 24 | $-4.2M | $16.8M | ||
| Q2 24 | $42.9M | $24.5M | ||
| Q1 24 | $83.9M | $13.9M |
毛利率CPTJOE
| Q4 25 | — | 45.4% | ||
| Q3 25 | — | 44.4% | ||
| Q2 25 | — | 42.9% | ||
| Q1 25 | — | 37.8% | ||
| Q4 24 | — | 42.3% | ||
| Q3 24 | — | 39.4% | ||
| Q2 24 | — | 44.6% | ||
| Q1 24 | — | 39.0% |
营业利润率CPTJOE
| Q4 25 | — | 30.6% | ||
| Q3 25 | — | 32.9% | ||
| Q2 25 | — | 28.6% | ||
| Q1 25 | — | 17.9% | ||
| Q4 24 | — | 24.7% | ||
| Q3 24 | — | 21.5% | ||
| Q2 24 | — | 29.2% | ||
| Q1 24 | — | 18.2% |
净利率CPTJOE
| Q4 25 | 2954.1% | 23.2% | ||
| Q3 25 | 4246.9% | 24.0% | ||
| Q2 25 | 3063.8% | 22.9% | ||
| Q1 25 | 1561.0% | 18.5% | ||
| Q4 24 | 2642.3% | 18.1% | ||
| Q3 24 | -246.3% | 17.0% | ||
| Q2 24 | 1646.9% | 22.0% | ||
| Q1 24 | 6533.4% | 15.9% |
每股收益（稀释后）CPTJOE
| Q4 25 | $1.44 | $0.51 | ||
| Q3 25 | $1.00 | $0.67 | ||
| Q2 25 | $0.74 | $0.51 | ||
| Q1 25 | $0.36 | $0.30 | ||
| Q4 24 | $0.37 | $0.32 | ||
| Q3 24 | $-0.04 | $0.29 | ||
| Q2 24 | $0.40 | $0.42 | ||
| Q1 24 | $0.77 | $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 | $25.2M | $129.6M |
| 总债务越低越好 | $3.9B | $391.2M |
| 股东权益账面价值 | $4.4B | $766.3M |
| 总资产 | $9.0B | $1.5B |
| 负债/权益比越低杠杆越低 | 0.89× | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资CPTJOE
| Q4 25 | $25.2M | $129.6M | ||
| Q3 25 | $25.9M | $126.1M | ||
| Q2 25 | $33.1M | $88.2M | ||
| Q1 25 | $26.2M | $94.5M | ||
| Q4 24 | $21.0M | $88.8M | ||
| Q3 24 | $31.2M | $82.7M | ||
| Q2 24 | $93.9M | $86.7M | ||
| Q1 24 | $92.7M | $89.8M |
总债务CPTJOE
| Q4 25 | $3.9B | $391.2M | ||
| Q3 25 | $3.7B | $399.0M | ||
| Q2 25 | $3.8B | $427.3M | ||
| Q1 25 | $3.7B | $434.8M | ||
| Q4 24 | $3.5B | $437.8M | ||
| Q3 24 | $3.5B | $443.3M | ||
| Q2 24 | $3.6B | $447.4M | ||
| Q1 24 | $3.6B | $452.0M |
股东权益CPTJOE
| Q4 25 | $4.4B | $766.3M | ||
| Q3 25 | $4.5B | $760.7M | ||
| Q2 25 | $4.6B | $738.8M | ||
| Q1 25 | $4.6B | $727.9M | ||
| Q4 24 | $4.7B | $724.3M | ||
| Q3 24 | $4.7B | $716.4M | ||
| Q2 24 | $4.9B | $708.1M | ||
| Q1 24 | $4.9B | $690.4M |
总资产CPTJOE
| Q4 25 | $9.0B | $1.5B | ||
| Q3 25 | $9.1B | $1.5B | ||
| Q2 25 | $9.1B | $1.5B | ||
| Q1 25 | $9.0B | $1.5B | ||
| Q4 24 | $8.9B | $1.5B | ||
| Q3 24 | $8.9B | $1.5B | ||
| Q2 24 | $9.1B | $1.6B | ||
| Q1 24 | $9.1B | $1.5B |
负债/权益比CPTJOE
| Q4 25 | 0.89× | 0.51× | ||
| Q3 25 | 0.82× | 0.52× | ||
| Q2 25 | 0.83× | 0.58× | ||
| Q1 25 | 0.81× | 0.60× | ||
| Q4 24 | 0.75× | 0.60× | ||
| Q3 24 | 0.73× | 0.62× | ||
| Q2 24 | 0.73× | 0.63× | ||
| Q1 24 | 0.72× | 0.65× |
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 | $196.8M | $44.4M |
| 自由现金流经营现金流 - 资本支出 | — | $43.9M |
| 自由现金流率自由现金流/营收 | — | 34.0% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 1.26× | 1.48× |
| 过去12个月自由现金流最近4个季度 | — | $186.6M |
8季度趋势，按日历期对齐
经营现金流CPTJOE
| Q4 25 | $196.8M | $44.4M | ||
| Q3 25 | $250.9M | $86.2M | ||
| Q2 25 | $230.7M | $31.1M | ||
| Q1 25 | $148.2M | $29.0M | ||
| Q4 24 | $152.4M | $29.8M | ||
| Q3 24 | $261.6M | $27.7M | ||
| Q2 24 | $225.1M | $22.8M | ||
| Q1 24 | $135.9M | $27.6M |
自由现金流CPTJOE
| Q4 25 | — | $43.9M | ||
| Q3 25 | — | $85.2M | ||
| Q2 25 | — | $29.7M | ||
| Q1 25 | — | $27.8M | ||
| Q4 24 | — | $27.6M | ||
| Q3 24 | — | $25.9M | ||
| Q2 24 | — | $21.5M | ||
| Q1 24 | — | $25.2M |
自由现金流率CPTJOE
| Q4 25 | — | 34.0% | ||
| Q3 25 | — | 52.9% | ||
| Q2 25 | — | 23.0% | ||
| Q1 25 | — | 29.6% | ||
| Q4 24 | — | 26.5% | ||
| Q3 24 | — | 26.2% | ||
| Q2 24 | — | 19.3% | ||
| Q1 24 | — | 28.7% |
资本支出强度CPTJOE
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 1.8% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 2.7% |
现金转化率CPTJOE
| Q4 25 | 1.26× | 1.48× | ||
| Q3 25 | 2.30× | 2.23× | ||
| Q2 25 | 2.86× | 1.05× | ||
| Q1 25 | 3.82× | 1.66× | ||
| Q4 24 | 3.74× | 1.58× | ||
| Q3 24 | — | 1.65× | ||
| Q2 24 | 5.24× | 0.93× | ||
| Q1 24 | 1.62× | 1.98× |
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
CPT
暂无分部数据
JOE
| Residential Real Estate Segment | $57.2M | 44% |
| Hospitality Segment | $47.4M | 37% |
| Commercial | $20.5M | 16% |
| Sjbb Llc | $2.8M | 2% |
