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CoStar Group（CSGP）与英特格（ENTG）财务数据对比。点击上方公司名可切换其他公司
CoStar Group的季度营收约是英特格的1.1倍（$899.9M vs $823.9M），英特格净利率更高（6.0% vs 5.2%，领先0.8%），CoStar Group同比增速更快（26.9% vs -3.1%），英特格自由现金流更多（$134.0M vs $101.3M），过去两年CoStar Group的营收复合增速更高（17.1% vs 3.4%）
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。
英特格是面向半导体及其他高科技行业的材料供应商，全球员工约8000人，总部位于美国马萨诸塞州比勒里卡。公司在全球多国及地区布局生产、客户服务与研发设施，覆盖美国、加拿大、中国、德国、以色列、日本、马来西亚、新加坡、韩国、中国台湾等地。
CSGP vs ENTG — 直观对比
营收规模更大
CSGP
是对方的1.1倍
$823.9M
营收增速更快
CSGP
高出29.9%
-3.1%
净利率更高
ENTG
高出0.8%
5.2%
自由现金流更多
ENTG
多$32.7M
$101.3M
两年增速更快
CSGP
近两年复合增速
3.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $823.9M |
| 净利润 | $46.5M | $49.4M |
| 毛利率 | 78.6% | 43.8% |
| 营业利润率 | 5.5% | 12.7% |
| 净利率 | 5.2% | 6.0% |
| 营收同比 | 26.9% | -3.1% |
| 净利润同比 | -22.2% | -51.7% |
| 每股收益（稀释后） | $0.12 | $0.33 |
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CSGPENTG
| Q4 25 | $899.9M | $823.9M | ||
| Q3 25 | $833.6M | $807.1M | ||
| Q2 25 | $781.3M | $792.4M | ||
| Q1 25 | $732.2M | $773.2M | ||
| Q4 24 | $709.4M | $849.8M | ||
| Q3 24 | $692.6M | $807.7M | ||
| Q2 24 | $677.8M | $812.7M | ||
| Q1 24 | $656.4M | $771.0M |
净利润CSGPENTG
| Q4 25 | $46.5M | $49.4M | ||
| Q3 25 | $-30.9M | $70.5M | ||
| Q2 25 | $6.2M | $52.8M | ||
| Q1 25 | $-14.8M | $62.9M | ||
| Q4 24 | $59.8M | $102.2M | ||
| Q3 24 | $53.0M | $77.6M | ||
| Q2 24 | $19.2M | $67.7M | ||
| Q1 24 | $6.7M | $45.3M |
毛利率CSGPENTG
| Q4 25 | 78.6% | 43.8% | ||
| Q3 25 | 79.3% | 43.5% | ||
| Q2 25 | 78.5% | 44.4% | ||
| Q1 25 | 79.1% | 46.1% | ||
| Q4 24 | 80.1% | 45.6% | ||
| Q3 24 | 79.7% | 46.0% | ||
| Q2 24 | 80.0% | 46.2% | ||
| Q1 24 | 78.5% | 45.6% |
营业利润率CSGPENTG
| Q4 25 | 5.5% | 12.7% | ||
| Q3 25 | -6.1% | 15.2% | ||
| Q2 25 | -3.5% | 13.4% | ||
| Q1 25 | -5.8% | 15.8% | ||
| Q4 24 | 5.6% | 17.6% | ||
| Q3 24 | 3.4% | 16.9% | ||
| Q2 24 | -2.4% | 16.0% | ||
| Q1 24 | -6.5% | 15.3% |
净利率CSGPENTG
| Q4 25 | 5.2% | 6.0% | ||
| Q3 25 | -3.7% | 8.7% | ||
| Q2 25 | 0.8% | 6.7% | ||
| Q1 25 | -2.0% | 8.1% | ||
| Q4 24 | 8.4% | 12.0% | ||
| Q3 24 | 7.7% | 9.6% | ||
| Q2 24 | 2.8% | 8.3% | ||
| Q1 24 | 1.0% | 5.9% |
每股收益（稀释后）CSGPENTG
| Q4 25 | $0.12 | $0.33 | ||
| Q3 25 | $-0.07 | $0.46 | ||
| Q2 25 | $0.01 | $0.35 | ||
| Q1 25 | $-0.04 | $0.41 | ||
| Q4 24 | $0.14 | $0.67 | ||
| Q3 24 | $0.13 | $0.51 | ||
| Q2 24 | $0.05 | $0.45 | ||
| Q1 24 | $0.02 | $0.30 |
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 | $360.4M |
| 总债务越低越好 | $140.0M | $3.7B |
| 股东权益账面价值 | $8.3B | $4.0B |
| 总资产 | $10.5B | $8.4B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.94× |
8季度趋势，按日历期对齐
现金及短期投资CSGPENTG
| Q4 25 | $1.6B | $360.4M | ||
| Q3 25 | $1.9B | $399.8M | ||
| Q2 25 | $3.6B | $376.8M | ||
| Q1 25 | $3.7B | $340.9M | ||
| Q4 24 | $4.7B | $329.2M | ||
| Q3 24 | — | $432.1M | ||
| Q2 24 | — | $320.0M | ||
| Q1 24 | — | $340.7M |
总债务CSGPENTG
| Q4 25 | $140.0M | $3.7B | ||
| Q3 25 | $1.0B | $3.8B | ||
| Q2 25 | $1.0B | $4.0B | ||
| Q1 25 | $1.0B | $4.0B | ||
| Q4 24 | $1.0B | $4.0B | ||
| Q3 24 | $1.0B | $4.1B | ||
| Q2 24 | $1.0B | $4.1B | ||
| Q1 24 | $1.0B | $4.2B |
股东权益CSGPENTG
| Q4 25 | $8.3B | $4.0B | ||
| Q3 25 | $8.6B | $3.9B | ||
| Q2 25 | $8.6B | $3.8B | ||
| Q1 25 | $8.6B | $3.7B | ||
| Q4 24 | $7.6B | $3.7B | ||
| Q3 24 | $7.5B | $3.6B | ||
| Q2 24 | $7.4B | $3.5B | ||
| Q1 24 | $7.3B | $3.4B |
总资产CSGPENTG
| Q4 25 | $10.5B | $8.4B | ||
| Q3 25 | $10.8B | $8.4B | ||
| Q2 25 | $10.5B | $8.4B | ||
| Q1 25 | $10.4B | $8.4B | ||
| Q4 24 | $9.3B | $8.4B | ||
| Q3 24 | $9.1B | $8.5B | ||
| Q2 24 | $9.1B | $8.3B | ||
| Q1 24 | $9.0B | $8.4B |
负债/权益比CSGPENTG
| Q4 25 | 0.02× | 0.94× | ||
| Q3 25 | 0.12× | 0.99× | ||
| Q2 25 | 0.12× | 1.05× | ||
| Q1 25 | 0.12× | 1.06× | ||
| Q4 24 | 0.13× | 1.08× | ||
| Q3 24 | 0.13× | 1.15× | ||
| Q2 24 | 0.14× | 1.18× | ||
| Q1 24 | 0.14× | 1.22× |
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 | $192.0M |
| 自由现金流经营现金流 - 资本支出 | $101.3M | $134.0M |
| 自由现金流率自由现金流/营收 | 11.3% | 16.3% |
| 资本支出强度资本支出/营收 | 6.8% | 7.0% |
| 现金转化率经营现金流/净利润 | 3.49× | 3.89× |
| 过去12个月自由现金流最近4个季度 | $123.0M | $396.2M |
8季度趋势，按日历期对齐
经营现金流CSGPENTG
| Q4 25 | $162.1M | $192.0M | ||
| Q3 25 | $68.2M | $249.5M | ||
| Q2 25 | $146.5M | $113.5M | ||
| Q1 25 | $53.2M | $140.4M | ||
| Q4 24 | $94.6M | $176.1M | ||
| Q3 24 | $100.3M | $197.2M | ||
| Q2 24 | $58.1M | $111.2M | ||
| Q1 24 | $139.6M | $147.2M |
自由现金流CSGPENTG
| Q4 25 | $101.3M | $134.0M | ||
| Q3 25 | $-5.5M | $182.8M | ||
| Q2 25 | $27.7M | $47.0M | ||
| Q1 25 | $-500.0K | $32.4M | ||
| Q4 24 | $25.2M | $68.6M | ||
| Q3 24 | $40.2M | $115.0M | ||
| Q2 24 | $-14.7M | $51.9M | ||
| Q1 24 | $-237.1M | $80.6M |
自由现金流率CSGPENTG
| Q4 25 | 11.3% | 16.3% | ||
| Q3 25 | -0.7% | 22.6% | ||
| Q2 25 | 3.5% | 5.9% | ||
| Q1 25 | -0.1% | 4.2% | ||
| Q4 24 | 3.6% | 8.1% | ||
| Q3 24 | 5.8% | 14.2% | ||
| Q2 24 | -2.2% | 6.4% | ||
| Q1 24 | -36.1% | 10.4% |
资本支出强度CSGPENTG
| Q4 25 | 6.8% | 7.0% | ||
| Q3 25 | 8.8% | 8.3% | ||
| Q2 25 | 15.2% | 8.4% | ||
| Q1 25 | 7.3% | 14.0% | ||
| Q4 24 | 9.8% | 12.7% | ||
| Q3 24 | 8.7% | 10.2% | ||
| Q2 24 | 10.7% | 7.3% | ||
| Q1 24 | 57.4% | 8.6% |
现金转化率CSGPENTG
| Q4 25 | 3.49× | 3.89× | ||
| Q3 25 | — | 3.54× | ||
| Q2 25 | 23.63× | 2.15× | ||
| Q1 25 | — | 2.23× | ||
| Q4 24 | 1.58× | 1.72× | ||
| Q3 24 | 1.89× | 2.54× | ||
| Q2 24 | 3.03× | 1.64× | ||
| Q1 24 | 20.84× | 3.25× |
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% |
ENTG
| Fabs | $516.3M | 63% |
| Equipment And Engineering | $121.8M | 15% |
| Chemical And Materials | $83.8M | 10% |
| Other | $61.7M | 7% |
| Non Semi | $40.3M | 5% |
