vs
CoStar Group（CSGP）与德康医疗（DXCM）财务数据对比。点击上方公司名可切换其他公司
德康医疗的季度营收约是CoStar Group的1.4倍（$1.3B vs $899.9M），德康医疗净利率更高（21.2% vs 5.2%，领先16.1%），CoStar Group同比增速更快（26.9% vs 21.6%），过去两年CoStar Group的营收复合增速更高（17.1% vs 12.0%）
CoStar Group是1987年成立的美国商业地产服务商，总部位于弗吉尼亚州阿灵顿，业务覆盖北美、欧洲地区，为商业地产行业提供信息、分析及营销解决方案，旗下运营CoStar线上数据库、新闻网站及Apartments.com、Homes.com等多个线上平台。
德康医疗是美国跨国医疗保健企业，专注于研发、生产及销售糖尿病管理领域的连续血糖监测（CGM）系列系统。其全球总部及研发中心位于美国加利福尼亚州圣地亚哥，生产基地分布于美国亚利桑那州梅萨、马来西亚峇都交湾及爱尔兰戈尔韦郡阿斯里。
CSGP vs DXCM — 直观对比
营收规模更大
DXCM
是对方的1.4倍
$899.9M
营收增速更快
CSGP
高出5.3%
21.6%
净利率更高
DXCM
高出16.1%
5.2%
两年增速更快
CSGP
近两年复合增速
12.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $1.3B |
| 净利润 | $46.5M | $267.3M |
| 毛利率 | 78.6% | 62.9% |
| 营业利润率 | 5.5% | 25.6% |
| 净利率 | 5.2% | 21.2% |
| 营收同比 | 26.9% | 21.6% |
| 净利润同比 | -22.2% | 153.6% |
| 每股收益（稀释后） | $0.12 | $0.67 |
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CSGPDXCM
| Q1 26 | — | $1.3B | ||
| Q4 25 | $899.9M | $1.3B | ||
| Q3 25 | $833.6M | $1.2B | ||
| Q2 25 | $781.3M | $1.2B | ||
| Q1 25 | $732.2M | $1.0B | ||
| Q4 24 | $709.4M | $1.1B | ||
| Q3 24 | $692.6M | $994.2M | ||
| Q2 24 | $677.8M | $1.0B |
净利润CSGPDXCM
| Q1 26 | — | $267.3M | ||
| Q4 25 | $46.5M | $267.3M | ||
| Q3 25 | $-30.9M | $283.8M | ||
| Q2 25 | $6.2M | $179.8M | ||
| Q1 25 | $-14.8M | $105.4M | ||
| Q4 24 | $59.8M | $151.7M | ||
| Q3 24 | $53.0M | $134.6M | ||
| Q2 24 | $19.2M | $143.5M |
毛利率CSGPDXCM
| Q1 26 | — | 62.9% | ||
| Q4 25 | 78.6% | 62.9% | ||
| Q3 25 | 79.3% | 60.5% | ||
| Q2 25 | 78.5% | 59.5% | ||
| Q1 25 | 79.1% | 56.9% | ||
| Q4 24 | 80.1% | 58.9% | ||
| Q3 24 | 79.7% | 59.7% | ||
| Q2 24 | 80.0% | 62.4% |
营业利润率CSGPDXCM
| Q1 26 | — | 25.6% | ||
| Q4 25 | 5.5% | 25.6% | ||
| Q3 25 | -6.1% | 20.1% | ||
| Q2 25 | -3.5% | 18.4% | ||
| Q1 25 | -5.8% | 12.9% | ||
| Q4 24 | 5.6% | 17.0% | ||
| Q3 24 | 3.4% | 15.3% | ||
| Q2 24 | -2.4% | 15.7% |
净利率CSGPDXCM
| Q1 26 | — | 21.2% | ||
| Q4 25 | 5.2% | 21.2% | ||
| Q3 25 | -3.7% | 23.5% | ||
| Q2 25 | 0.8% | 15.5% | ||
| Q1 25 | -2.0% | 10.2% | ||
| Q4 24 | 8.4% | 13.6% | ||
| Q3 24 | 7.7% | 13.5% | ||
| Q2 24 | 2.8% | 14.3% |
每股收益（稀释后）CSGPDXCM
| Q1 26 | — | $0.67 | ||
| Q4 25 | $0.12 | $0.67 | ||
| Q3 25 | $-0.07 | $0.70 | ||
| Q2 25 | $0.01 | $0.45 | ||
| Q1 25 | $-0.04 | $0.27 | ||
| Q4 24 | $0.14 | $0.37 | ||
| Q3 24 | $0.13 | $0.34 | ||
| Q2 24 | $0.05 | $0.35 |
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 | $917.7M |
| 总债务越低越好 | $140.0M | — |
| 股东权益账面价值 | $8.3B | $2.7B |
| 总资产 | $10.5B | $6.3B |
| 负债/权益比越低杠杆越低 | 0.02× | — |
8季度趋势，按日历期对齐
现金及短期投资CSGPDXCM
| Q1 26 | — | $917.7M | ||
| Q4 25 | $1.6B | $917.7M | ||
| Q3 25 | $1.9B | $1.8B | ||
| Q2 25 | $3.6B | $1.2B | ||
| Q1 25 | $3.7B | $904.9M | ||
| Q4 24 | $4.7B | $606.1M | ||
| Q3 24 | — | $621.2M | ||
| Q2 24 | — | $939.2M |
总债务CSGPDXCM
| Q1 26 | — | — | ||
| Q4 25 | $140.0M | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — |
股东权益CSGPDXCM
| Q1 26 | — | $2.7B | ||
| Q4 25 | $8.3B | $2.7B | ||
| Q3 25 | $8.6B | $2.7B | ||
| Q2 25 | $8.6B | $2.6B | ||
| Q1 25 | $8.6B | $2.3B | ||
| Q4 24 | $7.6B | $2.1B | ||
| Q3 24 | $7.5B | $2.0B | ||
| Q2 24 | $7.4B | $2.4B |
总资产CSGPDXCM
| Q1 26 | — | $6.3B | ||
| Q4 25 | $10.5B | $6.3B | ||
| Q3 25 | $10.8B | $7.5B | ||
| Q2 25 | $10.5B | $7.3B | ||
| Q1 25 | $10.4B | $6.8B | ||
| Q4 24 | $9.3B | $6.5B | ||
| Q3 24 | $9.1B | $6.4B | ||
| Q2 24 | $9.1B | $6.8B |
负债/权益比CSGPDXCM
| Q1 26 | — | — | ||
| Q4 25 | 0.02× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.13× | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | — |
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 | $162.1M | — |
| 自由现金流经营现金流 - 资本支出 | $101.3M | — |
| 自由现金流率自由现金流/营收 | 11.3% | — |
| 资本支出强度资本支出/营收 | 6.8% | — |
| 现金转化率经营现金流/净利润 | 3.49× | — |
| 过去12个月自由现金流最近4个季度 | $123.0M | — |
8季度趋势，按日历期对齐
经营现金流CSGPDXCM
| Q1 26 | — | — | ||
| Q4 25 | $162.1M | $294.0M | ||
| Q3 25 | $68.2M | $659.9M | ||
| Q2 25 | $146.5M | $303.0M | ||
| Q1 25 | $53.2M | $183.8M | ||
| Q4 24 | $94.6M | $301.4M | ||
| Q3 24 | $100.3M | $199.5M | ||
| Q2 24 | $58.1M | $279.4M |
自由现金流CSGPDXCM
| Q1 26 | — | — | ||
| Q4 25 | $101.3M | $192.1M | ||
| Q3 25 | $-5.5M | $579.4M | ||
| Q2 25 | $27.7M | $208.9M | ||
| Q1 25 | $-500.0K | $96.8M | ||
| Q4 24 | $25.2M | $176.8M | ||
| Q3 24 | $40.2M | $88.3M | ||
| Q2 24 | $-14.7M | $213.3M |
自由现金流率CSGPDXCM
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 15.3% | ||
| Q3 25 | -0.7% | 47.9% | ||
| Q2 25 | 3.5% | 18.1% | ||
| Q1 25 | -0.1% | 9.3% | ||
| Q4 24 | 3.6% | 15.9% | ||
| Q3 24 | 5.8% | 8.9% | ||
| Q2 24 | -2.2% | 21.2% |
资本支出强度CSGPDXCM
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 8.1% | ||
| Q3 25 | 8.8% | 6.7% | ||
| Q2 25 | 15.2% | 8.1% | ||
| Q1 25 | 7.3% | 8.4% | ||
| Q4 24 | 9.8% | 11.2% | ||
| Q3 24 | 8.7% | 11.2% | ||
| Q2 24 | 10.7% | 6.6% |
现金转化率CSGPDXCM
| Q1 26 | — | — | ||
| Q4 25 | 3.49× | 1.10× | ||
| Q3 25 | — | 2.33× | ||
| Q2 25 | 23.63× | 1.69× | ||
| Q1 25 | — | 1.74× | ||
| Q4 24 | 1.58× | 1.99× | ||
| Q3 24 | 1.89× | 1.48× | ||
| Q2 24 | 3.03× | 1.95× |
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
CSGP
| Co Star | $503.8M | 56% |
| Other | $283.0M | 31% |
| Loop Net | $94.7M | 11% |
DXCM
暂无分部数据
