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CoStar Group（CSGP）与GRIFFON CORP（GFF）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GRIFFON CORP的1.4倍（$899.9M vs $649.1M），GRIFFON CORP净利率更高（9.9% vs 5.2%，领先4.8%），CoStar Group同比增速更快（26.9% vs 2.6%），CoStar Group自由现金流更多（$101.3M vs $99.3M），过去两年CoStar Group的营收复合增速更高（17.1% vs -1.8%）
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。
格里芬公司是总部位于纽约的跨国多元化控股集团，业务覆盖多领域运营，旗下拥有Ames True Temper、ClosetMaid、Clopay建筑产品和CornellCookson四大子公司。该公司1961年起在纽交所公开上市，是标普小盘600指数、标普1500综合指数及罗素2000指数的成分股。
CSGP vs GFF — 直观对比
营收规模更大
CSGP
是对方的1.4倍
$649.1M
营收增速更快
CSGP
高出24.2%
2.6%
净利率更高
GFF
高出4.8%
5.2%
自由现金流更多
CSGP
多$2.0M
$99.3M
两年增速更快
CSGP
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $649.1M |
| 净利润 | $46.5M | $64.4M |
| 毛利率 | 78.6% | 41.1% |
| 营业利润率 | 5.5% | 17.5% |
| 净利率 | 5.2% | 9.9% |
| 营收同比 | 26.9% | 2.6% |
| 净利润同比 | -22.2% | -9.1% |
| 每股收益（稀释后） | $0.12 | $1.41 |
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CSGPGFF
| Q4 25 | $899.9M | $649.1M | ||
| Q3 25 | $833.6M | $662.2M | ||
| Q2 25 | $781.3M | $613.6M | ||
| Q1 25 | $732.2M | $611.7M | ||
| Q4 24 | $709.4M | $632.4M | ||
| Q3 24 | $692.6M | $659.7M | ||
| Q2 24 | $677.8M | $647.8M | ||
| Q1 24 | $656.4M | $672.9M |
净利润CSGPGFF
| Q4 25 | $46.5M | $64.4M | ||
| Q3 25 | $-30.9M | $43.6M | ||
| Q2 25 | $6.2M | $-120.1M | ||
| Q1 25 | $-14.8M | $56.8M | ||
| Q4 24 | $59.8M | $70.9M | ||
| Q3 24 | $53.0M | $62.5M | ||
| Q2 24 | $19.2M | $41.1M | ||
| Q1 24 | $6.7M | $64.1M |
毛利率CSGPGFF
| Q4 25 | 78.6% | 41.1% | ||
| Q3 25 | 79.3% | 41.7% | ||
| Q2 25 | 78.5% | 43.2% | ||
| Q1 25 | 79.1% | 41.2% | ||
| Q4 24 | 80.1% | 41.8% | ||
| Q3 24 | 79.7% | 39.9% | ||
| Q2 24 | 80.0% | 38.5% | ||
| Q1 24 | 78.5% | 40.2% |
营业利润率CSGPGFF
| Q4 25 | 5.5% | 17.5% | ||
| Q3 25 | -6.1% | 18.0% | ||
| Q2 25 | -3.5% | -20.5% | ||
| Q1 25 | -5.8% | 16.5% | ||
| Q4 24 | 5.6% | 17.7% | ||
| Q3 24 | 3.4% | 16.9% | ||
| Q2 24 | -2.4% | 13.8% | ||
| Q1 24 | -6.5% | 16.9% |
净利率CSGPGFF
| Q4 25 | 5.2% | 9.9% | ||
| Q3 25 | -3.7% | 6.6% | ||
| Q2 25 | 0.8% | -19.6% | ||
| Q1 25 | -2.0% | 9.3% | ||
| Q4 24 | 8.4% | 11.2% | ||
| Q3 24 | 7.7% | 9.5% | ||
| Q2 24 | 2.8% | 6.3% | ||
| Q1 24 | 1.0% | 9.5% |
每股收益（稀释后）CSGPGFF
| Q4 25 | $0.12 | $1.41 | ||
| Q3 25 | $-0.07 | $1.04 | ||
| Q2 25 | $0.01 | $-2.65 | ||
| Q1 25 | $-0.04 | $1.21 | ||
| Q4 24 | $0.14 | $1.49 | ||
| Q3 24 | $0.13 | $1.29 | ||
| Q2 24 | $0.05 | $0.84 | ||
| Q1 24 | $0.02 | $1.28 |
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 | $95.3M |
| 总债务越低越好 | $140.0M | — |
| 股东权益账面价值 | $8.3B | $108.9M |
| 总资产 | $10.5B | $2.1B |
| 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CSGPGFF
| Q4 25 | $1.6B | $95.3M | ||
| Q3 25 | $1.9B | $99.0M | ||
| Q2 25 | $3.6B | $107.3M | ||
| Q1 25 | $3.7B | $127.8M | ||
| Q4 24 | $4.7B | $152.0M | ||
| Q3 24 | — | $114.4M | ||
| Q2 24 | — | $133.5M | ||
| Q1 24 | — | $123.0M |
总债务CSGPGFF
| Q4 25 | $140.0M | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $1.0B | $1.5B | ||
| Q3 24 | $1.0B | $1.5B | ||
| Q2 24 | $1.0B | $1.5B | ||
| Q1 24 | $1.0B | $1.6B |
股东权益CSGPGFF
| Q4 25 | $8.3B | $108.9M | ||
| Q3 25 | $8.6B | $74.0M | ||
| Q2 25 | $8.6B | $63.9M | ||
| Q1 25 | $8.6B | $214.7M | ||
| Q4 24 | $7.6B | $227.8M | ||
| Q3 24 | $7.5B | $224.9M | ||
| Q2 24 | $7.4B | $223.5M | ||
| Q1 24 | $7.3B | $202.2M |
总资产CSGPGFF
| Q4 25 | $10.5B | $2.1B | ||
| Q3 25 | $10.8B | $2.1B | ||
| Q2 25 | $10.5B | $2.1B | ||
| Q1 25 | $10.4B | $2.3B | ||
| Q4 24 | $9.3B | $2.3B | ||
| Q3 24 | $9.1B | $2.4B | ||
| Q2 24 | $9.1B | $2.4B | ||
| Q1 24 | $9.0B | $2.4B |
负债/权益比CSGPGFF
| Q4 25 | 0.02× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.12× | 22.71× | ||
| Q1 25 | 0.12× | 7.16× | ||
| Q4 24 | 0.13× | 6.48× | ||
| Q3 24 | 0.13× | 6.78× | ||
| Q2 24 | 0.14× | 6.74× | ||
| Q1 24 | 0.14× | 7.84× |
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 | $107.0M |
| 自由现金流经营现金流 - 资本支出 | $101.3M | $99.3M |
| 自由现金流率自由现金流/营收 | 11.3% | 15.3% |
| 资本支出强度资本支出/营收 | 6.8% | 1.2% |
| 现金转化率经营现金流/净利润 | 3.49× | 1.66× |
| 过去12个月自由现金流最近4个季度 | $123.0M | $278.9M |
8季度趋势，按日历期对齐
经营现金流CSGPGFF
| Q4 25 | $162.1M | $107.0M | ||
| Q3 25 | $68.2M | $75.0M | ||
| Q2 25 | $146.5M | $123.1M | ||
| Q1 25 | $53.2M | $16.5M | ||
| Q4 24 | $94.6M | $142.9M | ||
| Q3 24 | $100.3M | $72.1M | ||
| Q2 24 | $58.1M | $122.1M | ||
| Q1 24 | $139.6M | $39.8M |
自由现金流CSGPGFF
| Q4 25 | $101.3M | $99.3M | ||
| Q3 25 | $-5.5M | $62.4M | ||
| Q2 25 | $27.7M | $114.4M | ||
| Q1 25 | $-500.0K | $2.8M | ||
| Q4 24 | $25.2M | $125.5M | ||
| Q3 24 | $40.2M | $51.6M | ||
| Q2 24 | $-14.7M | $107.5M | ||
| Q1 24 | $-237.1M | $20.8M |
自由现金流率CSGPGFF
| Q4 25 | 11.3% | 15.3% | ||
| Q3 25 | -0.7% | 9.4% | ||
| Q2 25 | 3.5% | 18.6% | ||
| Q1 25 | -0.1% | 0.5% | ||
| Q4 24 | 3.6% | 19.8% | ||
| Q3 24 | 5.8% | 7.8% | ||
| Q2 24 | -2.2% | 16.6% | ||
| Q1 24 | -36.1% | 3.1% |
资本支出强度CSGPGFF
| Q4 25 | 6.8% | 1.2% | ||
| Q3 25 | 8.8% | 1.9% | ||
| Q2 25 | 15.2% | 1.4% | ||
| Q1 25 | 7.3% | 2.2% | ||
| Q4 24 | 9.8% | 2.8% | ||
| Q3 24 | 8.7% | 3.1% | ||
| Q2 24 | 10.7% | 2.2% | ||
| Q1 24 | 57.4% | 2.8% |
现金转化率CSGPGFF
| Q4 25 | 3.49× | 1.66× | ||
| Q3 25 | — | 1.72× | ||
| Q2 25 | 23.63× | — | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | 1.58× | 2.02× | ||
| Q3 24 | 1.89× | 1.15× | ||
| Q2 24 | 3.03× | 2.97× | ||
| Q1 24 | 20.84× | 0.62× |
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% |
GFF
| Consumer And Professional Products | $241.1M | 37% |
| Residential Repairand Remodel | $202.1M | 31% |
| International Excluding North America | $97.8M | 15% |
| Retail | $47.3M | 7% |
| Residential New Construction | $32.5M | 5% |
| Other | $14.2M | 2% |
| Industrial | $14.1M | 2% |
