vs
CoStar Group（CSGP）与Lucid Group, Inc.（LCID）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Lucid Group, Inc.的1.7倍（$899.9M vs $522.7M），CoStar Group净利率更高（5.2% vs -155.7%，领先160.9%），Lucid Group, Inc.同比增速更快（122.9% vs 26.9%），CoStar Group自由现金流更多（$101.3M vs $-1.2B），过去两年Lucid Group, Inc.的营收复合增速更高（74.0% vs 17.1%）
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。
Lucid Group, Inc.是总部位于美国加利福尼亚州纽瓦克的汽车科技企业，专注于电动汽车制造及先进电动汽车动力系统供应。2021年9月，公司在亚利桑那州卡萨格兰德的工厂开始生产Lucid Air豪华轿车，第二款车型Lucid Gravity SUV于2024年12月投产，同时也为阿斯顿·马丁等其他车企供应和研发动力总成技术。
CSGP vs LCID — 直观对比
营收规模更大
CSGP
是对方的1.7倍
$522.7M
营收增速更快
LCID
高出96.1%
26.9%
净利率更高
CSGP
高出160.9%
-155.7%
自由现金流更多
CSGP
多$1.3B
$-1.2B
两年增速更快
LCID
近两年复合增速
17.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $522.7M |
| 净利润 | $46.5M | $-814.0M |
| 毛利率 | 78.6% | -80.7% |
| 营业利润率 | 5.5% | -203.7% |
| 净利率 | 5.2% | -155.7% |
| 营收同比 | 26.9% | 122.9% |
| 净利润同比 | -22.2% | -104.9% |
| 每股收益（稀释后） | $0.12 | $-8.26 |
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CSGPLCID
| Q4 25 | $899.9M | $522.7M | ||
| Q3 25 | $833.6M | $336.6M | ||
| Q2 25 | $781.3M | $259.4M | ||
| Q1 25 | $732.2M | $235.0M | ||
| Q4 24 | $709.4M | $234.5M | ||
| Q3 24 | $692.6M | $200.0M | ||
| Q2 24 | $677.8M | $200.6M | ||
| Q1 24 | $656.4M | $172.7M |
净利润CSGPLCID
| Q4 25 | $46.5M | $-814.0M | ||
| Q3 25 | $-30.9M | $-978.4M | ||
| Q2 25 | $6.2M | $-539.4M | ||
| Q1 25 | $-14.8M | $-366.2M | ||
| Q4 24 | $59.8M | $-397.2M | ||
| Q3 24 | $53.0M | $-992.5M | ||
| Q2 24 | $19.2M | $-643.4M | ||
| Q1 24 | $6.7M | $-680.9M |
毛利率CSGPLCID
| Q4 25 | 78.6% | -80.7% | ||
| Q3 25 | 79.3% | -99.1% | ||
| Q2 25 | 78.5% | -105.0% | ||
| Q1 25 | 79.1% | -97.2% | ||
| Q4 24 | 80.1% | -89.0% | ||
| Q3 24 | 79.7% | -106.2% | ||
| Q2 24 | 80.0% | -134.5% | ||
| Q1 24 | 78.5% | -134.3% |
营业利润率CSGPLCID
| Q4 25 | 5.5% | -203.7% | ||
| Q3 25 | -6.1% | -279.9% | ||
| Q2 25 | -3.5% | -309.5% | ||
| Q1 25 | -5.8% | -294.4% | ||
| Q4 24 | 5.6% | -312.6% | ||
| Q3 24 | 3.4% | -385.2% | ||
| Q2 24 | -2.4% | -392.6% | ||
| Q1 24 | -6.5% | -422.6% |
净利率CSGPLCID
| Q4 25 | 5.2% | -155.7% | ||
| Q3 25 | -3.7% | -290.7% | ||
| Q2 25 | 0.8% | -207.9% | ||
| Q1 25 | -2.0% | -155.8% | ||
| Q4 24 | 8.4% | -169.4% | ||
| Q3 24 | 7.7% | -496.1% | ||
| Q2 24 | 2.8% | -320.8% | ||
| Q1 24 | 1.0% | -394.2% |
每股收益（稀释后）CSGPLCID
| Q4 25 | $0.12 | $-8.26 | ||
| Q3 25 | $-0.07 | $-3.31 | ||
| Q2 25 | $0.01 | $-0.28 | ||
| Q1 25 | $-0.04 | $-0.24 | ||
| Q4 24 | $0.14 | $-0.20 | ||
| Q3 24 | $0.13 | $-0.41 | ||
| Q2 24 | $0.05 | $-0.34 | ||
| 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 | $1.6B |
| 总债务越低越好 | $140.0M | — |
| 股东权益账面价值 | $8.3B | $717.3M |
| 总资产 | $10.5B | $8.4B |
| 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CSGPLCID
| Q4 25 | $1.6B | $1.6B | ||
| Q3 25 | $1.9B | $2.3B | ||
| Q2 25 | $3.6B | $2.8B | ||
| Q1 25 | $3.7B | $3.6B | ||
| Q4 24 | $4.7B | $4.0B | ||
| Q3 24 | — | $3.5B | ||
| Q2 24 | — | $3.2B | ||
| Q1 24 | — | $4.0B |
总债务CSGPLCID
| 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 | — | ||
| Q1 24 | $1.0B | — |
股东权益CSGPLCID
| Q4 25 | $8.3B | $717.3M | ||
| Q3 25 | $8.6B | $1.8B | ||
| Q2 25 | $8.6B | $2.4B | ||
| Q1 25 | $8.6B | $3.2B | ||
| Q4 24 | $7.6B | $3.9B | ||
| Q3 24 | $7.5B | $2.7B | ||
| Q2 24 | $7.4B | $3.5B | ||
| Q1 24 | $7.3B | $4.2B |
总资产CSGPLCID
| Q4 25 | $10.5B | $8.4B | ||
| Q3 25 | $10.8B | $8.8B | ||
| Q2 25 | $10.5B | $8.9B | ||
| Q1 25 | $10.4B | $9.2B | ||
| Q4 24 | $9.3B | $9.6B | ||
| Q3 24 | $9.1B | $8.5B | ||
| Q2 24 | $9.1B | $8.2B | ||
| Q1 24 | $9.0B | $8.9B |
负债/权益比CSGPLCID
| 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× | — | ||
| Q1 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 | $-916.4M |
| 自由现金流经营现金流 - 资本支出 | $101.3M | $-1.2B |
| 自由现金流率自由现金流/营收 | 11.3% | -237.6% |
| 资本支出强度资本支出/营收 | 6.8% | 62.3% |
| 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 | $-3.8B |
8季度趋势，按日历期对齐
经营现金流CSGPLCID
| Q4 25 | $162.1M | $-916.4M | ||
| Q3 25 | $68.2M | $-756.6M | ||
| Q2 25 | $146.5M | $-830.2M | ||
| Q1 25 | $53.2M | $-428.6M | ||
| Q4 24 | $94.6M | $-533.1M | ||
| Q3 24 | $100.3M | $-462.8M | ||
| Q2 24 | $58.1M | $-507.0M | ||
| Q1 24 | $139.6M | $-516.7M |
自由现金流CSGPLCID
| Q4 25 | $101.3M | $-1.2B | ||
| Q3 25 | $-5.5M | $-955.5M | ||
| Q2 25 | $27.7M | $-1.0B | ||
| Q1 25 | $-500.0K | $-589.9M | ||
| Q4 24 | $25.2M | $-824.8M | ||
| Q3 24 | $40.2M | $-622.5M | ||
| Q2 24 | $-14.7M | $-741.3M | ||
| Q1 24 | $-237.1M | $-714.9M |
自由现金流率CSGPLCID
| Q4 25 | 11.3% | -237.6% | ||
| Q3 25 | -0.7% | -283.9% | ||
| Q2 25 | 3.5% | -390.4% | ||
| Q1 25 | -0.1% | -251.0% | ||
| Q4 24 | 3.6% | -351.8% | ||
| Q3 24 | 5.8% | -311.2% | ||
| Q2 24 | -2.2% | -369.6% | ||
| Q1 24 | -36.1% | -413.9% |
资本支出强度CSGPLCID
| Q4 25 | 6.8% | 62.3% | ||
| Q3 25 | 8.8% | 59.1% | ||
| Q2 25 | 15.2% | 70.4% | ||
| Q1 25 | 7.3% | 68.6% | ||
| Q4 24 | 9.8% | 124.4% | ||
| Q3 24 | 8.7% | 79.8% | ||
| Q2 24 | 10.7% | 116.8% | ||
| Q1 24 | 57.4% | 114.7% |
现金转化率CSGPLCID
| Q4 25 | 3.49× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 23.63× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.58× | — | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 3.03× | — | ||
| Q1 24 | 20.84× | — |
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% |
LCID
| LCNRV | $287.2M | 55% |
| Other | $80.4M | 15% |
| Related Party | $74.4M | 14% |
| Regulatory Credits | $34.2M | 7% |
| Warranty Provision | $26.2M | 5% |
| Sale And Leaseback Transactions | $15.2M | 3% |
| Other International | $5.0M | 1% |
