vs
CoStar Group（CSGP）与李维斯（LEVI）财务数据对比。点击上方公司名可切换其他公司
李维斯的季度营收约是CoStar Group的2.0倍（$1.8B vs $899.9M），李维斯净利率更高（8.9% vs 5.2%，领先3.8%），CoStar Group同比增速更快（26.9% vs -4.0%），李维斯自由现金流更多（$215.7M vs $101.3M），过去两年CoStar Group的营收复合增速更高（17.1% vs 6.5%）
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。
李维斯（Levi Strauss & Co.）是全球知名的美国服饰企业，凭借旗下Levi's品牌丹宁牛仔裤享誉全球。公司创立于1853年5月，由德裔犹太移民李维·斯特劳斯在旧金山成立，注册地为特拉华州，总部设在旧金山李维斯广场。
CSGP vs LEVI — 直观对比
营收规模更大
LEVI
是对方的2.0倍
$899.9M
营收增速更快
CSGP
高出30.9%
-4.0%
净利率更高
LEVI
高出3.8%
5.2%
自由现金流更多
LEVI
多$114.4M
$101.3M
两年增速更快
CSGP
近两年复合增速
6.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $1.8B |
| 净利润 | $46.5M | $158.0M |
| 毛利率 | 78.6% | 60.8% |
| 营业利润率 | 5.5% | 11.9% |
| 净利率 | 5.2% | 8.9% |
| 营收同比 | 26.9% | -4.0% |
| 净利润同比 | -22.2% | -13.4% |
| 每股收益（稀释后） | $0.12 | $0.39 |
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CSGPLEVI
| Q4 25 | $899.9M | $1.8B | ||
| Q3 25 | $833.6M | $1.5B | ||
| Q2 25 | $781.3M | $1.4B | ||
| Q1 25 | $732.2M | $1.5B | ||
| Q4 24 | $709.4M | $1.8B | ||
| Q3 24 | $692.6M | $1.5B | ||
| Q2 24 | $677.8M | $1.4B | ||
| Q1 24 | $656.4M | $1.6B |
净利润CSGPLEVI
| Q4 25 | $46.5M | $158.0M | ||
| Q3 25 | $-30.9M | $218.1M | ||
| Q2 25 | $6.2M | $67.0M | ||
| Q1 25 | $-14.8M | $135.0M | ||
| Q4 24 | $59.8M | $182.5M | ||
| Q3 24 | $53.0M | $20.7M | ||
| Q2 24 | $19.2M | $18.0M | ||
| Q1 24 | $6.7M | $-10.6M |
毛利率CSGPLEVI
| Q4 25 | 78.6% | 60.8% | ||
| Q3 25 | 79.3% | 61.7% | ||
| Q2 25 | 78.5% | 62.6% | ||
| Q1 25 | 79.1% | 62.1% | ||
| Q4 24 | 80.1% | 61.3% | ||
| Q3 24 | 79.7% | 60.0% | ||
| Q2 24 | 80.0% | 60.5% | ||
| Q1 24 | 78.5% | 58.2% |
营业利润率CSGPLEVI
| Q4 25 | 5.5% | 11.9% | ||
| Q3 25 | -6.1% | 10.8% | ||
| Q2 25 | -3.5% | 7.5% | ||
| Q1 25 | -5.8% | 12.5% | ||
| Q4 24 | 5.6% | 11.5% | ||
| Q3 24 | 3.4% | 2.0% | ||
| Q2 24 | -2.4% | 1.5% | ||
| Q1 24 | -6.5% | -0.0% |
净利率CSGPLEVI
| Q4 25 | 5.2% | 8.9% | ||
| Q3 25 | -3.7% | 14.1% | ||
| Q2 25 | 0.8% | 4.6% | ||
| Q1 25 | -2.0% | 8.8% | ||
| Q4 24 | 8.4% | 9.9% | ||
| Q3 24 | 7.7% | 1.4% | ||
| Q2 24 | 2.8% | 1.2% | ||
| Q1 24 | 1.0% | -0.7% |
每股收益（稀释后）CSGPLEVI
| Q4 25 | $0.12 | $0.39 | ||
| Q3 25 | $-0.07 | $0.55 | ||
| Q2 25 | $0.01 | $0.17 | ||
| Q1 25 | $-0.04 | $0.34 | ||
| Q4 24 | $0.14 | $0.46 | ||
| Q3 24 | $0.13 | $0.05 | ||
| Q2 24 | $0.05 | $0.04 | ||
| Q1 24 | $0.02 | $-0.03 |
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 | $848.8M |
| 总债务越低越好 | $140.0M | $1.1B |
| 股东权益账面价值 | $8.3B | $2.3B |
| 总资产 | $10.5B | $6.8B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.46× |
8季度趋势，按日历期对齐
现金及短期投资CSGPLEVI
| Q4 25 | $1.6B | $848.8M | ||
| Q3 25 | $1.9B | $707.5M | ||
| Q2 25 | $3.6B | $736.7M | ||
| Q1 25 | $3.7B | $574.4M | ||
| Q4 24 | $4.7B | $690.0M | ||
| Q3 24 | — | $577.1M | ||
| Q2 24 | — | $641.4M | ||
| Q1 24 | — | $516.7M |
总债务CSGPLEVI
| Q4 25 | $140.0M | $1.1B | ||
| Q3 25 | $1.0B | $1.0B | ||
| Q2 25 | $1.0B | $1.0B | ||
| Q1 25 | $1.0B | $987.4M | ||
| Q4 24 | $1.0B | $994.0M | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $1.0B | $1.0B | ||
| Q1 24 | $1.0B | $1.0B |
股东权益CSGPLEVI
| Q4 25 | $8.3B | $2.3B | ||
| Q3 25 | $8.6B | $2.2B | ||
| Q2 25 | $8.6B | $2.1B | ||
| Q1 25 | $8.6B | $2.0B | ||
| Q4 24 | $7.6B | $2.0B | ||
| Q3 24 | $7.5B | $1.9B | ||
| Q2 24 | $7.4B | $2.0B | ||
| Q1 24 | $7.3B | $2.0B |
总资产CSGPLEVI
| Q4 25 | $10.5B | $6.8B | ||
| Q3 25 | $10.8B | $6.7B | ||
| Q2 25 | $10.5B | $6.5B | ||
| Q1 25 | $10.4B | $6.2B | ||
| Q4 24 | $9.3B | $6.4B | ||
| Q3 24 | $9.1B | $6.3B | ||
| Q2 24 | $9.1B | $6.2B | ||
| Q1 24 | $9.0B | $6.0B |
负债/权益比CSGPLEVI
| Q4 25 | 0.02× | 0.46× | ||
| Q3 25 | 0.12× | 0.48× | ||
| Q2 25 | 0.12× | 0.49× | ||
| Q1 25 | 0.12× | 0.49× | ||
| Q4 24 | 0.13× | 0.50× | ||
| Q3 24 | 0.13× | 0.54× | ||
| Q2 24 | 0.14× | 0.51× | ||
| Q1 24 | 0.14× | 0.51× |
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 | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $101.3M | $215.7M |
| 自由现金流率自由现金流/营收 | 11.3% | 12.2% |
| 资本支出强度资本支出/营收 | 6.8% | 2.9% |
| 现金转化率经营现金流/净利润 | 3.49× | 1.69× |
| 过去12个月自由现金流最近4个季度 | $123.0M | $308.2M |
8季度趋势，按日历期对齐
经营现金流CSGPLEVI
| Q4 25 | $162.1M | $266.8M | ||
| Q3 25 | $68.2M | $24.8M | ||
| Q2 25 | $146.5M | $185.5M | ||
| Q1 25 | $53.2M | $52.5M | ||
| Q4 24 | $94.6M | $297.3M | ||
| Q3 24 | $100.3M | $52.3M | ||
| Q2 24 | $58.1M | $262.8M | ||
| Q1 24 | $139.6M | $286.0M |
自由现金流CSGPLEVI
| Q4 25 | $101.3M | $215.7M | ||
| Q3 25 | $-5.5M | $-39.4M | ||
| Q2 25 | $27.7M | $146.0M | ||
| Q1 25 | $-500.0K | $-14.1M | ||
| Q4 24 | $25.2M | $231.6M | ||
| Q3 24 | $40.2M | $2.3M | ||
| Q2 24 | $-14.7M | $222.6M | ||
| Q1 24 | $-237.1M | $214.4M |
自由现金流率CSGPLEVI
| Q4 25 | 11.3% | 12.2% | ||
| Q3 25 | -0.7% | -2.6% | ||
| Q2 25 | 3.5% | 10.1% | ||
| Q1 25 | -0.1% | -0.9% | ||
| Q4 24 | 3.6% | 12.6% | ||
| Q3 24 | 5.8% | 0.2% | ||
| Q2 24 | -2.2% | 15.4% | ||
| Q1 24 | -36.1% | 13.8% |
资本支出强度CSGPLEVI
| Q4 25 | 6.8% | 2.9% | ||
| Q3 25 | 8.8% | 4.2% | ||
| Q2 25 | 15.2% | 2.7% | ||
| Q1 25 | 7.3% | 4.4% | ||
| Q4 24 | 9.8% | 3.6% | ||
| Q3 24 | 8.7% | 3.3% | ||
| Q2 24 | 10.7% | 2.8% | ||
| Q1 24 | 57.4% | 4.6% |
现金转化率CSGPLEVI
| Q4 25 | 3.49× | 1.69× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | 23.63× | 2.77× | ||
| Q1 25 | — | 0.39× | ||
| Q4 24 | 1.58× | 1.63× | ||
| Q3 24 | 1.89× | 2.53× | ||
| Q2 24 | 3.03× | 14.60× | ||
| 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% |
LEVI
| Other | $760.3M | 43% |
| Sales Channel Through Intermediary | $583.2M | 33% |
| Sales Channel Directly To Consumer | $376.0M | 21% |
| Beyond Yoga | $46.3M | 3% |
