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CoStar Group(CSGP)与Enovis CORP(ENOV)财务数据对比。点击上方公司名可切换其他公司
CoStar Group的季度营收约是Enovis CORP的1.5倍($899.9M vs $589.2M),CoStar Group净利率更高(5.2% vs -1.4%,领先6.6%),CoStar Group同比增速更快(26.9% vs 5.4%),过去两年CoStar Group的营收复合增速更高(17.1% vs 5.9%)
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。
Enovis是一家专注于骨科领域的医疗科技企业,其前身是1995年由米切尔·雷尔斯和史蒂文·雷尔斯兄弟创立的科尔法克斯公司。公司总部位于特拉华州威尔明顿,目前在全球12个地点开展业务,拥有超过5000名员工,于纽约证券交易所上市,股票代码为ENOV。
CSGP vs ENOV — 直观对比
营收规模更大
CSGP
是对方的1.5倍
$589.2M
营收增速更快
CSGP
高出21.4%
5.4%
净利率更高
CSGP
高出6.6%
-1.4%
两年增速更快
CSGP
近两年复合增速
5.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $899.9M | $589.2M |
| 净利润 | $46.5M | $-8.4M |
| 毛利率 | 78.6% | 62.0% |
| 营业利润率 | 5.5% | — |
| 净利率 | 5.2% | -1.4% |
| 营收同比 | 26.9% | 5.4% |
| 净利润同比 | -22.2% | — |
| 每股收益(稀释后) | $0.12 | $-0.15 |
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
CSGP
ENOV
| Q1 26 | — | $589.2M | ||
| Q4 25 | $899.9M | $548.9M | ||
| Q3 25 | $833.6M | $564.5M | ||
| Q2 25 | $781.3M | $558.8M | ||
| Q1 25 | $732.2M | — | ||
| Q4 24 | $709.4M | $561.0M | ||
| Q3 24 | $692.6M | $505.2M | ||
| Q2 24 | $677.8M | $525.2M |
净利润
CSGP
ENOV
| Q1 26 | — | $-8.4M | ||
| Q4 25 | $46.5M | $-571.1M | ||
| Q3 25 | $-30.9M | $-36.7M | ||
| Q2 25 | $6.2M | $-56.0M | ||
| Q1 25 | $-14.8M | — | ||
| Q4 24 | $59.8M | $-703.2M | ||
| Q3 24 | $53.0M | $-31.5M | ||
| Q2 24 | $19.2M | $-18.6M |
毛利率
CSGP
ENOV
| Q1 26 | — | 62.0% | ||
| Q4 25 | 78.6% | 59.9% | ||
| Q3 25 | 79.3% | 59.3% | ||
| Q2 25 | 78.5% | 59.5% | ||
| Q1 25 | 79.1% | — | ||
| Q4 24 | 80.1% | 54.8% | ||
| Q3 24 | 79.7% | 56.7% | ||
| Q2 24 | 80.0% | 55.0% |
营业利润率
CSGP
ENOV
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | -101.7% | ||
| Q3 25 | -6.1% | -3.0% | ||
| Q2 25 | -3.5% | -8.4% | ||
| Q1 25 | -5.8% | — | ||
| Q4 24 | 5.6% | -118.5% | ||
| Q3 24 | 3.4% | -6.3% | ||
| Q2 24 | -2.4% | -8.4% |
净利率
CSGP
ENOV
| Q1 26 | — | -1.4% | ||
| Q4 25 | 5.2% | -104.1% | ||
| Q3 25 | -3.7% | -6.5% | ||
| Q2 25 | 0.8% | -10.0% | ||
| Q1 25 | -2.0% | — | ||
| Q4 24 | 8.4% | -125.4% | ||
| Q3 24 | 7.7% | -6.2% | ||
| Q2 24 | 2.8% | -3.5% |
每股收益(稀释后)
CSGP
ENOV
| Q1 26 | — | $-0.15 | ||
| Q4 25 | $0.12 | $-9.99 | ||
| Q3 25 | $-0.07 | $-0.64 | ||
| Q2 25 | $0.01 | $-0.98 | ||
| Q1 25 | $-0.04 | — | ||
| Q4 24 | $0.14 | $-12.69 | ||
| Q3 24 | $0.13 | $-0.58 | ||
| Q2 24 | $0.05 | $-0.34 |
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 | $33.1M |
| 总债务越低越好 | $140.0M | $1.3B |
| 股东权益账面价值 | $8.3B | $1.5B |
| 总资产 | $10.5B | $3.8B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.90× |
8季度趋势,按日历期对齐
现金及短期投资
CSGP
ENOV
| Q1 26 | — | $33.1M | ||
| Q4 25 | $1.6B | $33.6M | ||
| Q3 25 | $1.9B | $44.1M | ||
| Q2 25 | $3.6B | $38.5M | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $4.7B | $48.2M | ||
| Q3 24 | — | $35.4M | ||
| Q2 24 | — | $35.0M |
总债务
CSGP
ENOV
| Q1 26 | — | $1.3B | ||
| Q4 25 | $140.0M | $1.4B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $1.0B | $1.3B |
股东权益
CSGP
ENOV
| Q1 26 | — | $1.5B | ||
| Q4 25 | $8.3B | $2.0B | ||
| Q3 25 | $8.6B | $2.6B | ||
| Q2 25 | $8.6B | $2.6B | ||
| Q1 25 | $8.6B | — | ||
| Q4 24 | $7.6B | $2.6B | ||
| Q3 24 | $7.5B | $3.3B | ||
| Q2 24 | $7.4B | $3.3B |
总资产
CSGP
ENOV
| Q1 26 | — | $3.8B | ||
| Q4 25 | $10.5B | $4.4B | ||
| Q3 25 | $10.8B | $5.0B | ||
| Q2 25 | $10.5B | $4.9B | ||
| Q1 25 | $10.4B | — | ||
| Q4 24 | $9.3B | $4.7B | ||
| Q3 24 | $9.1B | $5.6B | ||
| Q2 24 | $9.1B | $5.4B |
负债/权益比
CSGP
ENOV
| Q1 26 | — | 0.90× | ||
| Q4 25 | 0.02× | 0.67× | ||
| Q3 25 | 0.12× | 0.54× | ||
| Q2 25 | 0.12× | 0.53× | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.13× | 0.52× | ||
| Q3 24 | 0.13× | 0.40× | ||
| Q2 24 | 0.14× | 0.41× |
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
CSGP
ENOV
| Q1 26 | — | — | ||
| Q4 25 | $162.1M | $82.6M | ||
| Q3 25 | $68.2M | $47.8M | ||
| Q2 25 | $146.5M | $-1.6M | ||
| Q1 25 | $53.2M | — | ||
| Q4 24 | $94.6M | $88.3M | ||
| Q3 24 | $100.3M | $53.6M | ||
| Q2 24 | $58.1M | $7.8M |
自由现金流
CSGP
ENOV
| Q1 26 | — | — | ||
| Q4 25 | $101.3M | $29.1M | ||
| Q3 25 | $-5.5M | $3.4M | ||
| Q2 25 | $27.7M | $-44.9M | ||
| Q1 25 | $-500.0K | — | ||
| Q4 24 | $25.2M | $35.1M | ||
| Q3 24 | $40.2M | $2.4M | ||
| Q2 24 | $-14.7M | $-31.6M |
自由现金流率
CSGP
ENOV
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 5.3% | ||
| Q3 25 | -0.7% | 0.6% | ||
| Q2 25 | 3.5% | -8.0% | ||
| Q1 25 | -0.1% | — | ||
| Q4 24 | 3.6% | 6.3% | ||
| Q3 24 | 5.8% | 0.5% | ||
| Q2 24 | -2.2% | -6.0% |
资本支出强度
CSGP
ENOV
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 9.7% | ||
| Q3 25 | 8.8% | 7.9% | ||
| Q2 25 | 15.2% | 7.7% | ||
| Q1 25 | 7.3% | — | ||
| Q4 24 | 9.8% | 9.5% | ||
| Q3 24 | 8.7% | 10.1% | ||
| Q2 24 | 10.7% | 7.5% |
现金转化率
CSGP
ENOV
| Q1 26 | — | — | ||
| Q4 25 | 3.49× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 23.63× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.58× | — | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 3.03× | — |
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% |
ENOV
暂无分部数据