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CoStar Group（CSGP）与微芯科技（MCHP）财务数据对比。点击上方公司名可切换其他公司
微芯科技的季度营收约是CoStar Group的1.5倍（$1.3B vs $899.9M），微芯科技净利率更高（11.0% vs 5.2%，领先5.8%），CoStar Group同比增速更快（26.9% vs -72.2%），微芯科技自由现金流更多（$242.8M vs $101.3M），过去两年CoStar Group的营收复合增速更高（17.1% vs 2.8%）
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。
微芯科技（Microchip Technology）是美国知名上市半导体企业，主营微控制器、混合信号芯片、模拟芯片及闪存知识产权（Flash-IP）相关集成电路的研发、生产与销售，产品覆盖工业控制、汽车电子、消费电子、物联网等众多领域，在全球半导体细分市场拥有领先地位。
CSGP vs MCHP — 直观对比
营收规模更大
MCHP
是对方的1.5倍
$899.9M
营收增速更快
CSGP
高出99.0%
-72.2%
净利率更高
MCHP
高出5.8%
5.2%
自由现金流更多
MCHP
多$141.5M
$101.3M
两年增速更快
CSGP
近两年复合增速
2.8%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $1.3B |
| 净利润 | $46.5M | $144.2M |
| 毛利率 | 78.6% | 61.0% |
| 营业利润率 | 5.5% | 16.6% |
| 净利率 | 5.2% | 11.0% |
| 营收同比 | 26.9% | -72.2% |
| 净利润同比 | -22.2% | 8.9% |
| 每股收益（稀释后） | $0.12 | $0.21 |
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CSGPMCHP
| Q1 26 | — | $1.3B | ||
| Q4 25 | $899.9M | $1.2B | ||
| Q3 25 | $833.6M | $1.1B | ||
| Q2 25 | $781.3M | $1.1B | ||
| Q1 25 | $732.2M | $970.5M | ||
| Q4 24 | $709.4M | $1.0B | ||
| Q3 24 | $692.6M | $1.2B | ||
| Q2 24 | $677.8M | $1.2B |
净利润CSGPMCHP
| Q1 26 | — | $144.2M | ||
| Q4 25 | $46.5M | $62.7M | ||
| Q3 25 | $-30.9M | $41.7M | ||
| Q2 25 | $6.2M | $-18.6M | ||
| Q1 25 | $-14.8M | $-154.6M | ||
| Q4 24 | $59.8M | $-53.6M | ||
| Q3 24 | $53.0M | $78.4M | ||
| Q2 24 | $19.2M | $129.3M |
毛利率CSGPMCHP
| Q1 26 | — | 61.0% | ||
| Q4 25 | 78.6% | 59.6% | ||
| Q3 25 | 79.3% | 55.9% | ||
| Q2 25 | 78.5% | 53.6% | ||
| Q1 25 | 79.1% | 51.6% | ||
| Q4 24 | 80.1% | 54.7% | ||
| Q3 24 | 79.7% | 57.4% | ||
| Q2 24 | 80.0% | 59.4% |
营业利润率CSGPMCHP
| Q1 26 | — | 16.6% | ||
| Q4 25 | 5.5% | 12.8% | ||
| Q3 25 | -6.1% | 7.8% | ||
| Q2 25 | -3.5% | 3.0% | ||
| Q1 25 | -5.8% | -10.3% | ||
| Q4 24 | 5.6% | 3.0% | ||
| Q3 24 | 3.4% | 12.6% | ||
| Q2 24 | -2.4% | 17.7% |
净利率CSGPMCHP
| Q1 26 | — | 11.0% | ||
| Q4 25 | 5.2% | 5.3% | ||
| Q3 25 | -3.7% | 3.7% | ||
| Q2 25 | 0.8% | -1.7% | ||
| Q1 25 | -2.0% | -15.9% | ||
| Q4 24 | 8.4% | -5.2% | ||
| Q3 24 | 7.7% | 6.7% | ||
| Q2 24 | 2.8% | 10.4% |
每股收益（稀释后）CSGPMCHP
| Q1 26 | — | $0.21 | ||
| Q4 25 | $0.12 | $0.06 | ||
| Q3 25 | $-0.07 | $0.03 | ||
| Q2 25 | $0.01 | $-0.09 | ||
| Q1 25 | $-0.04 | $-0.29 | ||
| Q4 24 | $0.14 | $-0.10 | ||
| Q3 24 | $0.13 | $0.14 | ||
| Q2 24 | $0.05 | $0.24 |
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 | $240.3M |
| 总债务越低越好 | $140.0M | $5.5B |
| 股东权益账面价值 | $8.3B | $6.4B |
| 总资产 | $10.5B | $14.4B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.85× |
8季度趋势，按日历期对齐
现金及短期投资CSGPMCHP
| Q1 26 | — | $240.3M | ||
| Q4 25 | $1.6B | $250.7M | ||
| Q3 25 | $1.9B | $236.8M | ||
| Q2 25 | $3.6B | $566.5M | ||
| Q1 25 | $3.7B | $771.7M | ||
| Q4 24 | $4.7B | $586.0M | ||
| Q3 24 | — | $286.1M | ||
| Q2 24 | — | $315.1M |
总债务CSGPMCHP
| Q1 26 | — | $5.5B | ||
| Q4 25 | $140.0M | $5.4B | ||
| Q3 25 | $1.0B | $5.4B | ||
| Q2 25 | $1.0B | $5.5B | ||
| Q1 25 | $1.0B | $5.6B | ||
| Q4 24 | $1.0B | $6.7B | ||
| Q3 24 | $1.0B | $6.4B | ||
| Q2 24 | $1.0B | $6.2B |
股东权益CSGPMCHP
| Q1 26 | — | $6.4B | ||
| Q4 25 | $8.3B | $6.6B | ||
| Q3 25 | $8.6B | $6.7B | ||
| Q2 25 | $8.6B | $6.9B | ||
| Q1 25 | $8.6B | $7.1B | ||
| Q4 24 | $7.6B | $6.0B | ||
| Q3 24 | $7.5B | $6.3B | ||
| Q2 24 | $7.4B | $6.4B |
总资产CSGPMCHP
| Q1 26 | — | $14.4B | ||
| Q4 25 | $10.5B | $14.3B | ||
| Q3 25 | $10.8B | $14.5B | ||
| Q2 25 | $10.5B | $15.0B | ||
| Q1 25 | $10.4B | $15.4B | ||
| Q4 24 | $9.3B | $15.6B | ||
| Q3 24 | $9.1B | $15.6B | ||
| Q2 24 | $9.1B | $15.8B |
负债/权益比CSGPMCHP
| Q1 26 | — | 0.85× | ||
| Q4 25 | 0.02× | 0.82× | ||
| Q3 25 | 0.12× | 0.80× | ||
| Q2 25 | 0.12× | 0.80× | ||
| Q1 25 | 0.12× | 0.80× | ||
| Q4 24 | 0.13× | 1.12× | ||
| Q3 24 | 0.13× | 1.02× | ||
| Q2 24 | 0.14× | 0.96× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $101.3M | $242.8M |
| 自由现金流率自由现金流/营收 | 11.3% | 18.5% |
| 资本支出强度资本支出/营收 | 6.8% | 1.1% |
| 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 | $871.0M |
8季度趋势，按日历期对齐
经营现金流CSGPMCHP
| Q1 26 | — | — | ||
| Q4 25 | $162.1M | $341.4M | ||
| Q3 25 | $68.2M | $88.1M | ||
| Q2 25 | $146.5M | $275.6M | ||
| Q1 25 | $53.2M | $205.9M | ||
| Q4 24 | $94.6M | $271.5M | ||
| Q3 24 | $100.3M | $43.6M | ||
| Q2 24 | $58.1M | $377.1M |
自由现金流CSGPMCHP
| Q1 26 | — | $242.8M | ||
| Q4 25 | $101.3M | $318.9M | ||
| Q3 25 | $-5.5M | $51.6M | ||
| Q2 25 | $27.7M | $257.7M | ||
| Q1 25 | $-500.0K | $191.7M | ||
| Q4 24 | $25.2M | $253.4M | ||
| Q3 24 | $40.2M | $22.8M | ||
| Q2 24 | $-14.7M | $304.2M |
自由现金流率CSGPMCHP
| Q1 26 | — | 18.5% | ||
| Q4 25 | 11.3% | 26.9% | ||
| Q3 25 | -0.7% | 4.5% | ||
| Q2 25 | 3.5% | 24.0% | ||
| Q1 25 | -0.1% | 19.8% | ||
| Q4 24 | 3.6% | 24.7% | ||
| Q3 24 | 5.8% | 2.0% | ||
| Q2 24 | -2.2% | 24.5% |
资本支出强度CSGPMCHP
| Q1 26 | — | 1.1% | ||
| Q4 25 | 6.8% | 1.9% | ||
| Q3 25 | 8.8% | 3.2% | ||
| Q2 25 | 15.2% | 1.7% | ||
| Q1 25 | 7.3% | 1.5% | ||
| Q4 24 | 9.8% | 1.8% | ||
| Q3 24 | 8.7% | 1.8% | ||
| Q2 24 | 10.7% | 5.9% |
现金转化率CSGPMCHP
| Q1 26 | — | — | ||
| Q4 25 | 3.49× | 5.44× | ||
| Q3 25 | — | 2.11× | ||
| Q2 25 | 23.63× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.58× | — | ||
| Q3 24 | 1.89× | 0.56× | ||
| Q2 24 | 3.03× | 2.92× |
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% |
MCHP
暂无分部数据
