vs
CoStar Group（CSGP）与大都会人寿（MET）财务数据对比。点击上方公司名可切换其他公司
CoStar Group的季度营收约是大都会人寿的1.5倍（$899.9M vs $600.0M），大都会人寿净利率更高（134.8% vs 5.2%，领先129.7%），CoStar Group同比增速更快（26.9% vs 7.9%），过去两年CoStar Group的营收复合增速更高（17.1% vs 2.0%）
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。
大都会人寿（MetLife）是全球规模领先的保险、年金及员工福利服务提供商之一，创立于1868年，业务覆盖超60个国家和地区，服务约9000万客户，2018年位列《财富》美国500强营收排行榜第43位。
CSGP vs MET — 直观对比
营收规模更大
CSGP
是对方的1.5倍
$600.0M
营收增速更快
CSGP
高出18.9%
7.9%
净利率更高
MET
高出129.7%
5.2%
两年增速更快
CSGP
近两年复合增速
2.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $600.0M |
| 净利润 | $46.5M | $809.0M |
| 毛利率 | 78.6% | — |
| 营业利润率 | 5.5% | — |
| 净利率 | 5.2% | 134.8% |
| 营收同比 | 26.9% | 7.9% |
| 净利润同比 | -22.2% | -36.3% |
| 每股收益（稀释后） | $0.12 | $1.18 |
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CSGPMET
| Q4 25 | $899.9M | $600.0M | ||
| Q3 25 | $833.6M | $621.0M | ||
| Q2 25 | $781.3M | $604.0M | ||
| Q1 25 | $732.2M | $611.0M | ||
| Q4 24 | $709.4M | $556.0M | ||
| Q3 24 | $692.6M | $554.0M | ||
| Q2 24 | $677.8M | $558.0M | ||
| Q1 24 | $656.4M | $577.0M |
净利润CSGPMET
| Q4 25 | $46.5M | $809.0M | ||
| Q3 25 | $-30.9M | $896.0M | ||
| Q2 25 | $6.2M | $729.0M | ||
| Q1 25 | $-14.8M | $945.0M | ||
| Q4 24 | $59.8M | $1.3B | ||
| Q3 24 | $53.0M | $1.3B | ||
| Q2 24 | $19.2M | $946.0M | ||
| Q1 24 | $6.7M | $867.0M |
毛利率CSGPMET
| Q4 25 | 78.6% | — | ||
| Q3 25 | 79.3% | — | ||
| Q2 25 | 78.5% | — | ||
| Q1 25 | 79.1% | — | ||
| Q4 24 | 80.1% | — | ||
| Q3 24 | 79.7% | — | ||
| Q2 24 | 80.0% | — | ||
| Q1 24 | 78.5% | — |
营业利润率CSGPMET
| Q4 25 | 5.5% | — | ||
| Q3 25 | -6.1% | — | ||
| Q2 25 | -3.5% | — | ||
| Q1 25 | -5.8% | — | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 3.4% | — | ||
| Q2 24 | -2.4% | — | ||
| Q1 24 | -6.5% | — |
净利率CSGPMET
| Q4 25 | 5.2% | 134.8% | ||
| Q3 25 | -3.7% | 144.3% | ||
| Q2 25 | 0.8% | 120.7% | ||
| Q1 25 | -2.0% | 154.7% | ||
| Q4 24 | 8.4% | 228.6% | ||
| Q3 24 | 7.7% | 242.2% | ||
| Q2 24 | 2.8% | 169.5% | ||
| Q1 24 | 1.0% | 150.3% |
每股收益（稀释后）CSGPMET
| Q4 25 | $0.12 | $1.18 | ||
| Q3 25 | $-0.07 | $1.22 | ||
| Q2 25 | $0.01 | $1.03 | ||
| Q1 25 | $-0.04 | $1.28 | ||
| Q4 24 | $0.14 | $1.75 | ||
| Q3 24 | $0.13 | $1.81 | ||
| Q2 24 | $0.05 | $1.28 | ||
| Q1 24 | $0.02 | $1.10 |
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 | $25.6B |
| 总债务越低越好 | $140.0M | — |
| 股东权益账面价值 | $8.3B | $28.4B |
| 总资产 | $10.5B | $745.2B |
| 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CSGPMET
| Q4 25 | $1.6B | $25.6B | ||
| Q3 25 | $1.9B | $26.2B | ||
| Q2 25 | $3.6B | $27.5B | ||
| Q1 25 | $3.7B | $26.9B | ||
| Q4 24 | $4.7B | $25.2B | ||
| Q3 24 | — | $26.4B | ||
| Q2 24 | — | $24.6B | ||
| Q1 24 | — | $24.7B |
总债务CSGPMET
| 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CSGPMET
| Q4 25 | $8.3B | $28.4B | ||
| Q3 25 | $8.6B | $28.9B | ||
| Q2 25 | $8.6B | $27.7B | ||
| Q1 25 | $8.6B | $27.5B | ||
| Q4 24 | $7.6B | $27.4B | ||
| Q3 24 | $7.5B | $30.9B | ||
| Q2 24 | $7.4B | $27.3B | ||
| Q1 24 | $7.3B | $28.5B |
总资产CSGPMET
| Q4 25 | $10.5B | $745.2B | ||
| Q3 25 | $10.8B | $719.7B | ||
| Q2 25 | $10.5B | $702.5B | ||
| Q1 25 | $10.4B | $688.3B | ||
| Q4 24 | $9.3B | $677.5B | ||
| Q3 24 | $9.1B | $705.0B | ||
| Q2 24 | $9.1B | $675.7B | ||
| Q1 24 | $9.0B | $677.6B |
负债/权益比CSGPMET
| 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 | $7.1B |
| 自由现金流经营现金流 - 资本支出 | $101.3M | — |
| 自由现金流率自由现金流/营收 | 11.3% | — |
| 资本支出强度资本支出/营收 | 6.8% | — |
| 现金转化率经营现金流/净利润 | 3.49× | 8.75× |
| 过去12个月自由现金流最近4个季度 | $123.0M | — |
8季度趋势，按日历期对齐
经营现金流CSGPMET
| Q4 25 | $162.1M | $7.1B | ||
| Q3 25 | $68.2M | $3.6B | ||
| Q2 25 | $146.5M | $2.2B | ||
| Q1 25 | $53.2M | $4.3B | ||
| Q4 24 | $94.6M | $4.6B | ||
| Q3 24 | $100.3M | $4.2B | ||
| Q2 24 | $58.1M | $3.5B | ||
| Q1 24 | $139.6M | $2.3B |
自由现金流CSGPMET
| Q4 25 | $101.3M | — | ||
| Q3 25 | $-5.5M | — | ||
| Q2 25 | $27.7M | — | ||
| Q1 25 | $-500.0K | — | ||
| Q4 24 | $25.2M | — | ||
| Q3 24 | $40.2M | — | ||
| Q2 24 | $-14.7M | — | ||
| Q1 24 | $-237.1M | — |
自由现金流率CSGPMET
| Q4 25 | 11.3% | — | ||
| Q3 25 | -0.7% | — | ||
| Q2 25 | 3.5% | — | ||
| Q1 25 | -0.1% | — | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 5.8% | — | ||
| Q2 24 | -2.2% | — | ||
| Q1 24 | -36.1% | — |
资本支出强度CSGPMET
| Q4 25 | 6.8% | — | ||
| Q3 25 | 8.8% | — | ||
| Q2 25 | 15.2% | — | ||
| Q1 25 | 7.3% | — | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | 8.7% | — | ||
| Q2 24 | 10.7% | — | ||
| Q1 24 | 57.4% | — |
现金转化率CSGPMET
| Q4 25 | 3.49× | 8.75× | ||
| Q3 25 | — | 3.98× | ||
| Q2 25 | 23.63× | 3.00× | ||
| Q1 25 | — | 4.51× | ||
| Q4 24 | 1.58× | 3.63× | ||
| Q3 24 | 1.89× | 3.11× | ||
| Q2 24 | 3.03× | 3.69× | ||
| Q1 24 | 20.84× | 2.69× |
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% |
MET
| Other | $165.0M | 28% |
| Prepaidlegalplansandadministrativeonlycontracts | $158.0M | 26% |
| Vision Fee For Service Arrangements | $140.0M | 23% |
| Administrative Service | $76.0M | 13% |
| Distribution Service | $36.0M | 6% |
| Feebasedinvestmentmanagementservices | $25.0M | 4% |
