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CoStar Group（CSGP）与Equifax（EFX）财务数据对比。点击上方公司名可切换其他公司
Equifax的季度营收约是CoStar Group的1.8倍（$1.6B vs $899.9M），Equifax净利率更高（10.4% vs 5.2%，领先5.2%），CoStar Group同比增速更快（26.9% vs 14.3%），过去两年CoStar Group的营收复合增速更高（17.1% vs 6.9%）
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。
Equifax是总部位于美国佐治亚州亚特兰大的跨国消费信用报告机构，与益博睿、环联并称全球三大消费信用报告机构，在全球范围内收集汇总了超过8亿名个人消费者及8800万家企业的相关信息。
CSGP vs EFX — 直观对比
营收规模更大
EFX
是对方的1.8倍
$899.9M
营收增速更快
CSGP
高出12.5%
14.3%
净利率更高
EFX
高出5.2%
5.2%
两年增速更快
CSGP
近两年复合增速
6.9%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $1.6B |
| 净利润 | $46.5M | $171.5M |
| 毛利率 | 78.6% | — |
| 营业利润率 | 5.5% | 17.4% |
| 净利率 | 5.2% | 10.4% |
| 营收同比 | 26.9% | 14.3% |
| 净利润同比 | -22.2% | 28.9% |
| 每股收益（稀释后） | $0.12 | — |
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CSGPEFX
| Q2 26 | — | $1.6B | ||
| Q1 26 | — | $1.6B | ||
| Q4 25 | $899.9M | $1.6B | ||
| Q3 25 | $833.6M | $1.5B | ||
| Q2 25 | $781.3M | $1.5B | ||
| Q1 25 | $732.2M | $1.4B | ||
| Q4 24 | $709.4M | $1.4B | ||
| Q3 24 | $692.6M | $1.4B |
净利润CSGPEFX
| Q2 26 | — | $171.5M | ||
| Q1 26 | — | $171.5M | ||
| Q4 25 | $46.5M | $175.7M | ||
| Q3 25 | $-30.9M | $160.2M | ||
| Q2 25 | $6.2M | $191.3M | ||
| Q1 25 | $-14.8M | $133.1M | ||
| Q4 24 | $59.8M | $174.0M | ||
| Q3 24 | $53.0M | $141.3M |
毛利率CSGPEFX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 78.6% | — | ||
| Q3 25 | 79.3% | — | ||
| Q2 25 | 78.5% | — | ||
| Q1 25 | 79.1% | — | ||
| Q4 24 | 80.1% | — | ||
| Q3 24 | 79.7% | — |
营业利润率CSGPEFX
| Q2 26 | — | 17.4% | ||
| Q1 26 | — | 17.4% | ||
| Q4 25 | 5.5% | 18.3% | ||
| Q3 25 | -6.1% | 17.1% | ||
| Q2 25 | -3.5% | 20.2% | ||
| Q1 25 | -5.8% | 16.4% | ||
| Q4 24 | 5.6% | 20.3% | ||
| Q3 24 | 3.4% | 17.1% |
净利率CSGPEFX
| Q2 26 | — | 10.4% | ||
| Q1 26 | — | 10.4% | ||
| Q4 25 | 5.2% | 11.3% | ||
| Q3 25 | -3.7% | 10.4% | ||
| Q2 25 | 0.8% | 12.4% | ||
| Q1 25 | -2.0% | 9.2% | ||
| Q4 24 | 8.4% | 12.3% | ||
| Q3 24 | 7.7% | 9.8% |
每股收益（稀释后）CSGPEFX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $0.12 | $1.44 | ||
| Q3 25 | $-0.07 | $1.29 | ||
| Q2 25 | $0.01 | $1.53 | ||
| Q1 25 | $-0.04 | $1.06 | ||
| Q4 24 | $0.14 | $1.40 | ||
| Q3 24 | $0.13 | $1.13 |
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 | $183.4M |
| 总债务越低越好 | $140.0M | $5.3B |
| 股东权益账面价值 | $8.3B | $4.6B |
| 总资产 | $10.5B | $11.9B |
| 负债/权益比越低杠杆越低 | 0.02× | 1.16× |
8季度趋势，按日历期对齐
现金及短期投资CSGPEFX
| Q2 26 | — | $183.4M | ||
| Q1 26 | — | $183.4M | ||
| Q4 25 | $1.6B | $180.8M | ||
| Q3 25 | $1.9B | $189.0M | ||
| Q2 25 | $3.6B | $189.0M | ||
| Q1 25 | $3.7B | $195.2M | ||
| Q4 24 | $4.7B | $169.9M | ||
| Q3 24 | — | $468.2M |
总债务CSGPEFX
| Q2 26 | — | $5.3B | ||
| Q1 26 | — | $5.3B | ||
| Q4 25 | $140.0M | $5.1B | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | $5.0B | ||
| Q3 24 | $1.0B | — |
股东权益CSGPEFX
| Q2 26 | — | $4.6B | ||
| Q1 26 | — | $4.6B | ||
| Q4 25 | $8.3B | $4.6B | ||
| Q3 25 | $8.6B | $4.9B | ||
| Q2 25 | $8.6B | $5.1B | ||
| Q1 25 | $8.6B | $5.0B | ||
| Q4 24 | $7.6B | $4.8B | ||
| Q3 24 | $7.5B | $4.9B |
总资产CSGPEFX
| Q2 26 | — | $11.9B | ||
| Q1 26 | — | $11.9B | ||
| Q4 25 | $10.5B | $11.9B | ||
| Q3 25 | $10.8B | $11.8B | ||
| Q2 25 | $10.5B | $11.9B | ||
| Q1 25 | $10.4B | $11.9B | ||
| Q4 24 | $9.3B | $11.8B | ||
| Q3 24 | $9.1B | $12.3B |
负债/权益比CSGPEFX
| Q2 26 | — | 1.16× | ||
| Q1 26 | — | 1.16× | ||
| Q4 25 | 0.02× | 1.11× | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.13× | 1.05× | ||
| Q3 24 | 0.13× | — |
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% | 7.3% |
| 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CSGPEFX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $162.1M | $470.8M | ||
| Q3 25 | $68.2M | $559.9M | ||
| Q2 25 | $146.5M | $361.1M | ||
| Q1 25 | $53.2M | $223.9M | ||
| Q4 24 | $94.6M | $324.8M | ||
| Q3 24 | $100.3M | $479.5M |
自由现金流CSGPEFX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $101.3M | $340.8M | ||
| Q3 25 | $-5.5M | $437.9M | ||
| Q2 25 | $27.7M | $238.9M | ||
| Q1 25 | $-500.0K | $116.7M | ||
| Q4 24 | $25.2M | $205.9M | ||
| Q3 24 | $40.2M | $355.5M |
自由现金流率CSGPEFX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 22.0% | ||
| Q3 25 | -0.7% | 28.3% | ||
| Q2 25 | 3.5% | 15.5% | ||
| Q1 25 | -0.1% | 8.1% | ||
| Q4 24 | 3.6% | 14.5% | ||
| Q3 24 | 5.8% | 24.7% |
资本支出强度CSGPEFX
| Q2 26 | — | 7.3% | ||
| Q1 26 | — | 7.3% | ||
| Q4 25 | 6.8% | 8.4% | ||
| Q3 25 | 8.8% | 7.9% | ||
| Q2 25 | 15.2% | 8.0% | ||
| Q1 25 | 7.3% | 7.4% | ||
| Q4 24 | 9.8% | 8.4% | ||
| Q3 24 | 8.7% | 8.6% |
现金转化率CSGPEFX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 3.49× | 2.68× | ||
| Q3 25 | — | 3.50× | ||
| Q2 25 | 23.63× | 1.89× | ||
| Q1 25 | — | 1.68× | ||
| Q4 24 | 1.58× | 1.87× | ||
| Q3 24 | 1.89× | 3.39× |
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% |
EFX
| Verification Services | $571.4M | 35% |
| Online Information Solutions | $553.7M | 34% |
| Employer Services | $111.7M | 7% |
| Latin America | $102.7M | 6% |
| Europe | $94.0M | 6% |
| Asia Pacific | $92.6M | 6% |
| Canada | $70.9M | 4% |
| Other | $51.9M | 3% |
