vs
CoStar Group（CSGP）与LOUISIANA-PACIFIC CORP（LPX）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LOUISIANA-PACIFIC CORP的1.6倍（$899.9M vs $566.0M），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 -16.9%），CoStar Group自由现金流更多（$101.3M vs $-8.0M），过去两年CoStar Group的营收复合增速更高（17.1% vs -11.6%）
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。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
CSGP vs LPX — 直观对比
营收规模更大
CSGP
是对方的1.6倍
$566.0M
营收增速更快
CSGP
高出43.7%
-16.9%
净利率更高
CSGP
高出6.6%
-1.4%
自由现金流更多
CSGP
多$109.3M
$-8.0M
两年增速更快
CSGP
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $566.0M |
| 净利润 | $46.5M | $-8.0M |
| 毛利率 | 78.6% | 15.0% |
| 营业利润率 | 5.5% | -1.6% |
| 净利率 | 5.2% | -1.4% |
| 营收同比 | 26.9% | -16.9% |
| 净利润同比 | -22.2% | -112.9% |
| 每股收益（稀释后） | $0.12 | $-0.12 |
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CSGPLPX
| Q4 25 | $899.9M | $566.0M | ||
| Q3 25 | $833.6M | $663.0M | ||
| Q2 25 | $781.3M | $755.0M | ||
| Q1 25 | $732.2M | $724.0M | ||
| Q4 24 | $709.4M | $681.0M | ||
| Q3 24 | $692.6M | $722.0M | ||
| Q2 24 | $677.8M | $814.0M | ||
| Q1 24 | $656.4M | $724.0M |
净利润CSGPLPX
| Q4 25 | $46.5M | $-8.0M | ||
| Q3 25 | $-30.9M | $9.0M | ||
| Q2 25 | $6.2M | $54.0M | ||
| Q1 25 | $-14.8M | $91.0M | ||
| Q4 24 | $59.8M | $62.0M | ||
| Q3 24 | $53.0M | $90.0M | ||
| Q2 24 | $19.2M | $160.0M | ||
| Q1 24 | $6.7M | $108.0M |
毛利率CSGPLPX
| Q4 25 | 78.6% | 15.0% | ||
| Q3 25 | 79.3% | 19.5% | ||
| Q2 25 | 78.5% | 23.6% | ||
| Q1 25 | 79.1% | 27.2% | ||
| Q4 24 | 80.1% | 23.8% | ||
| Q3 24 | 79.7% | 26.7% | ||
| Q2 24 | 80.0% | 32.3% | ||
| Q1 24 | 78.5% | 29.6% |
营业利润率CSGPLPX
| Q4 25 | 5.5% | -1.6% | ||
| Q3 25 | -6.1% | 2.7% | ||
| Q2 25 | -3.5% | 10.6% | ||
| Q1 25 | -5.8% | 16.6% | ||
| Q4 24 | 5.6% | 11.0% | ||
| Q3 24 | 3.4% | 16.1% | ||
| Q2 24 | -2.4% | 23.8% | ||
| Q1 24 | -6.5% | 20.0% |
净利率CSGPLPX
| Q4 25 | 5.2% | -1.4% | ||
| Q3 25 | -3.7% | 1.4% | ||
| Q2 25 | 0.8% | 7.2% | ||
| Q1 25 | -2.0% | 12.6% | ||
| Q4 24 | 8.4% | 9.1% | ||
| Q3 24 | 7.7% | 12.5% | ||
| Q2 24 | 2.8% | 19.7% | ||
| Q1 24 | 1.0% | 14.9% |
每股收益（稀释后）CSGPLPX
| Q4 25 | $0.12 | $-0.12 | ||
| Q3 25 | $-0.07 | $0.13 | ||
| Q2 25 | $0.01 | $0.77 | ||
| Q1 25 | $-0.04 | $1.30 | ||
| Q4 24 | $0.14 | $0.90 | ||
| Q3 24 | $0.13 | $1.28 | ||
| Q2 24 | $0.05 | $2.23 | ||
| Q1 24 | $0.02 | $1.48 |
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 | $292.0M |
| 总债务越低越好 | $140.0M | $348.0M |
| 股东权益账面价值 | $8.3B | $1.7B |
| 总资产 | $10.5B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资CSGPLPX
| Q4 25 | $1.6B | $292.0M | ||
| Q3 25 | $1.9B | $316.0M | ||
| Q2 25 | $3.6B | $333.0M | ||
| Q1 25 | $3.7B | $256.0M | ||
| Q4 24 | $4.7B | $340.0M | ||
| Q3 24 | — | $346.0M | ||
| Q2 24 | — | $317.0M | ||
| Q1 24 | — | $244.0M |
总债务CSGPLPX
| Q4 25 | $140.0M | $348.0M | ||
| Q3 25 | $1.0B | $348.0M | ||
| Q2 25 | $1.0B | $348.0M | ||
| Q1 25 | $1.0B | $348.0M | ||
| Q4 24 | $1.0B | $348.0M | ||
| Q3 24 | $1.0B | $347.0M | ||
| Q2 24 | $1.0B | $347.0M | ||
| Q1 24 | $1.0B | $347.0M |
股东权益CSGPLPX
| Q4 25 | $8.3B | $1.7B | ||
| Q3 25 | $8.6B | $1.7B | ||
| Q2 25 | $8.6B | $1.7B | ||
| Q1 25 | $8.6B | $1.7B | ||
| Q4 24 | $7.6B | $1.7B | ||
| Q3 24 | $7.5B | $1.7B | ||
| Q2 24 | $7.4B | $1.7B | ||
| Q1 24 | $7.3B | $1.6B |
总资产CSGPLPX
| Q4 25 | $10.5B | $2.6B | ||
| Q3 25 | $10.8B | $2.6B | ||
| Q2 25 | $10.5B | $2.7B | ||
| Q1 25 | $10.4B | $2.6B | ||
| Q4 24 | $9.3B | $2.6B | ||
| Q3 24 | $9.1B | $2.6B | ||
| Q2 24 | $9.1B | $2.5B | ||
| Q1 24 | $9.0B | $2.5B |
负债/权益比CSGPLPX
| Q4 25 | 0.02× | 0.20× | ||
| Q3 25 | 0.12× | 0.20× | ||
| Q2 25 | 0.12× | 0.20× | ||
| Q1 25 | 0.12× | 0.21× | ||
| Q4 24 | 0.13× | 0.21× | ||
| Q3 24 | 0.13× | 0.21× | ||
| Q2 24 | 0.14× | 0.21× | ||
| Q1 24 | 0.14× | 0.21× |
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 | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $101.3M | $-8.0M |
| 自由现金流率自由现金流/营收 | 11.3% | -1.4% |
| 资本支出强度资本支出/营收 | 6.8% | 13.3% |
| 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 | $91.0M |
8季度趋势，按日历期对齐
经营现金流CSGPLPX
| Q4 25 | $162.1M | $67.0M | ||
| Q3 25 | $68.2M | $89.0M | ||
| Q2 25 | $146.5M | $162.0M | ||
| Q1 25 | $53.2M | $64.0M | ||
| Q4 24 | $94.6M | $105.0M | ||
| Q3 24 | $100.3M | $183.0M | ||
| Q2 24 | $58.1M | $212.0M | ||
| Q1 24 | $139.6M | $105.0M |
自由现金流CSGPLPX
| Q4 25 | $101.3M | $-8.0M | ||
| Q3 25 | $-5.5M | $5.0M | ||
| Q2 25 | $27.7M | $94.0M | ||
| Q1 25 | $-500.0K | $0 | ||
| Q4 24 | $25.2M | $43.0M | ||
| Q3 24 | $40.2M | $139.0M | ||
| Q2 24 | $-14.7M | $176.0M | ||
| Q1 24 | $-237.1M | $64.0M |
自由现金流率CSGPLPX
| Q4 25 | 11.3% | -1.4% | ||
| Q3 25 | -0.7% | 0.8% | ||
| Q2 25 | 3.5% | 12.5% | ||
| Q1 25 | -0.1% | 0.0% | ||
| Q4 24 | 3.6% | 6.3% | ||
| Q3 24 | 5.8% | 19.3% | ||
| Q2 24 | -2.2% | 21.6% | ||
| Q1 24 | -36.1% | 8.8% |
资本支出强度CSGPLPX
| Q4 25 | 6.8% | 13.3% | ||
| Q3 25 | 8.8% | 12.7% | ||
| Q2 25 | 15.2% | 9.0% | ||
| Q1 25 | 7.3% | 8.8% | ||
| Q4 24 | 9.8% | 9.1% | ||
| Q3 24 | 8.7% | 6.1% | ||
| Q2 24 | 10.7% | 4.4% | ||
| Q1 24 | 57.4% | 5.7% |
现金转化率CSGPLPX
| Q4 25 | 3.49× | — | ||
| Q3 25 | — | 9.89× | ||
| Q2 25 | 23.63× | 3.00× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | 1.58× | 1.69× | ||
| Q3 24 | 1.89× | 2.03× | ||
| Q2 24 | 3.03× | 1.32× | ||
| Q1 24 | 20.84× | 0.97× |
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% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
