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CoStar Group（CSGP）与NetApp（NTAP）财务数据对比。点击上方公司名可切换其他公司
NetApp的季度营收约是CoStar Group的1.9倍（$1.7B vs $899.9M），NetApp净利率更高（17.9% vs 5.2%，领先12.7%），CoStar Group同比增速更快（26.9% vs 2.8%），CoStar Group自由现金流更多（$101.3M vs $78.0M），过去两年CoStar Group的营收复合增速更高（17.1% vs 3.0%）
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。
NetApp是总部位于美国加利福尼亚州圣何塞的企业级数据基础设施服务商，成立于1992年，2012至2021年连续入选《财富》世界500强。公司面向全球企业客户提供统一数据存储、集成数据服务及云运营解决方案，可满足线上线下全场景的应用与数据管理需求。
CSGP vs NTAP — 直观对比
营收规模更大
NTAP
是对方的1.9倍
$899.9M
营收增速更快
CSGP
高出24.0%
2.8%
净利率更高
NTAP
高出12.7%
5.2%
自由现金流更多
CSGP
多$23.3M
$78.0M
两年增速更快
CSGP
近两年复合增速
3.0%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $1.7B |
| 净利润 | $46.5M | $305.0M |
| 毛利率 | 78.6% | 72.0% |
| 营业利润率 | 5.5% | 23.4% |
| 净利率 | 5.2% | 17.9% |
| 营收同比 | 26.9% | 2.8% |
| 净利润同比 | -22.2% | 2.0% |
| 每股收益（稀释后） | $0.12 | $1.51 |
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CSGPNTAP
| Q4 25 | $899.9M | $1.7B | ||
| Q3 25 | $833.6M | $1.6B | ||
| Q2 25 | $781.3M | $1.7B | ||
| Q1 25 | $732.2M | $1.6B | ||
| Q4 24 | $709.4M | $1.7B | ||
| Q3 24 | $692.6M | $1.5B | ||
| Q2 24 | $677.8M | $1.7B | ||
| Q1 24 | $656.4M | $1.6B |
净利润CSGPNTAP
| Q4 25 | $46.5M | $305.0M | ||
| Q3 25 | $-30.9M | $233.0M | ||
| Q2 25 | $6.2M | $340.0M | ||
| Q1 25 | $-14.8M | $299.0M | ||
| Q4 24 | $59.8M | $299.0M | ||
| Q3 24 | $53.0M | $248.0M | ||
| Q2 24 | $19.2M | $291.0M | ||
| Q1 24 | $6.7M | $313.0M |
毛利率CSGPNTAP
| Q4 25 | 78.6% | 72.0% | ||
| Q3 25 | 79.3% | 70.4% | ||
| Q2 25 | 78.5% | 68.9% | ||
| Q1 25 | 79.1% | 69.8% | ||
| Q4 24 | 80.1% | 71.0% | ||
| Q3 24 | 79.7% | 71.3% | ||
| Q2 24 | 80.0% | 70.5% | ||
| Q1 24 | 78.5% | 71.7% |
营业利润率CSGPNTAP
| Q4 25 | 5.5% | 23.4% | ||
| Q3 25 | -6.1% | 19.8% | ||
| Q2 25 | -3.5% | 20.1% | ||
| Q1 25 | -5.8% | 22.1% | ||
| Q4 24 | 5.6% | 20.8% | ||
| Q3 24 | 3.4% | 18.3% | ||
| Q2 24 | -2.4% | 21.9% | ||
| Q1 24 | -6.5% | 22.8% |
净利率CSGPNTAP
| Q4 25 | 5.2% | 17.9% | ||
| Q3 25 | -3.7% | 14.9% | ||
| Q2 25 | 0.8% | 19.6% | ||
| Q1 25 | -2.0% | 18.2% | ||
| Q4 24 | 8.4% | 18.0% | ||
| Q3 24 | 7.7% | 16.1% | ||
| Q2 24 | 2.8% | 17.4% | ||
| Q1 24 | 1.0% | 19.5% |
每股收益（稀释后）CSGPNTAP
| Q4 25 | $0.12 | $1.51 | ||
| Q3 25 | $-0.07 | $1.15 | ||
| Q2 25 | $0.01 | $1.64 | ||
| Q1 25 | $-0.04 | $1.44 | ||
| Q4 24 | $0.14 | $1.42 | ||
| Q3 24 | $0.13 | $1.17 | ||
| Q2 24 | $0.05 | $1.36 | ||
| 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 | $3.0B |
| 总债务越低越好 | $140.0M | $2.5B |
| 股东权益账面价值 | $8.3B | $986.0M |
| 总资产 | $10.5B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.02× | 2.52× |
8季度趋势，按日历期对齐
现金及短期投资CSGPNTAP
| Q4 25 | $1.6B | $3.0B | ||
| Q3 25 | $1.9B | $3.3B | ||
| Q2 25 | $3.6B | $3.8B | ||
| Q1 25 | $3.7B | $2.3B | ||
| Q4 24 | $4.7B | $2.2B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | — | $3.3B | ||
| Q1 24 | — | $2.9B |
总债务CSGPNTAP
| Q4 25 | $140.0M | $2.5B | ||
| Q3 25 | $1.0B | $2.5B | ||
| Q2 25 | $1.0B | $3.2B | ||
| Q1 25 | $1.0B | $2.0B | ||
| Q4 24 | $1.0B | $2.0B | ||
| Q3 24 | $1.0B | $2.4B | ||
| Q2 24 | $1.0B | $2.4B | ||
| Q1 24 | $1.0B | $2.4B |
股东权益CSGPNTAP
| Q4 25 | $8.3B | $986.0M | ||
| Q3 25 | $8.6B | $975.0M | ||
| Q2 25 | $8.6B | $1.0B | ||
| Q1 25 | $8.6B | $995.0M | ||
| Q4 24 | $7.6B | $892.0M | ||
| Q3 24 | $7.5B | $929.0M | ||
| Q2 24 | $7.4B | $1.1B | ||
| Q1 24 | $7.3B | $994.0M |
总资产CSGPNTAP
| Q4 25 | $10.5B | $9.6B | ||
| Q3 25 | $10.8B | $9.7B | ||
| Q2 25 | $10.5B | $10.8B | ||
| Q1 25 | $10.4B | $9.0B | ||
| Q4 24 | $9.3B | $9.0B | ||
| Q3 24 | $9.1B | $9.3B | ||
| Q2 24 | $9.1B | $9.9B | ||
| Q1 24 | $9.0B | $9.4B |
负债/权益比CSGPNTAP
| Q4 25 | 0.02× | 2.52× | ||
| Q3 25 | 0.12× | 2.55× | ||
| Q2 25 | 0.12× | 3.11× | ||
| Q1 25 | 0.12× | 2.00× | ||
| Q4 24 | 0.13× | 2.23× | ||
| Q3 24 | 0.13× | 2.58× | ||
| Q2 24 | 0.14× | 2.09× | ||
| Q1 24 | 0.14× | 2.41× |
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 | $127.0M |
| 自由现金流经营现金流 - 资本支出 | $101.3M | $78.0M |
| 自由现金流率自由现金流/营收 | 11.3% | 4.6% |
| 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× | 0.42× |
| 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CSGPNTAP
| Q4 25 | $162.1M | $127.0M | ||
| Q3 25 | $68.2M | $673.0M | ||
| Q2 25 | $146.5M | — | ||
| Q1 25 | $53.2M | $385.0M | ||
| Q4 24 | $94.6M | — | ||
| Q3 24 | $100.3M | $341.0M | ||
| Q2 24 | $58.1M | $613.0M | ||
| Q1 24 | $139.6M | $484.0M |
自由现金流CSGPNTAP
| Q4 25 | $101.3M | $78.0M | ||
| Q3 25 | $-5.5M | $620.0M | ||
| Q2 25 | $27.7M | — | ||
| Q1 25 | $-500.0K | $338.0M | ||
| Q4 24 | $25.2M | — | ||
| Q3 24 | $40.2M | $300.0M | ||
| Q2 24 | $-14.7M | $567.0M | ||
| Q1 24 | $-237.1M | $448.0M |
自由现金流率CSGPNTAP
| Q4 25 | 11.3% | 4.6% | ||
| Q3 25 | -0.7% | 39.8% | ||
| Q2 25 | 3.5% | — | ||
| Q1 25 | -0.1% | 20.6% | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 5.8% | 19.5% | ||
| Q2 24 | -2.2% | 34.0% | ||
| Q1 24 | -36.1% | 27.9% |
资本支出强度CSGPNTAP
| Q4 25 | 6.8% | 2.9% | ||
| Q3 25 | 8.8% | 3.4% | ||
| Q2 25 | 15.2% | — | ||
| Q1 25 | 7.3% | 2.9% | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | 8.7% | 2.7% | ||
| Q2 24 | 10.7% | 2.8% | ||
| Q1 24 | 57.4% | 2.2% |
现金转化率CSGPNTAP
| Q4 25 | 3.49× | 0.42× | ||
| Q3 25 | — | 2.89× | ||
| Q2 25 | 23.63× | — | ||
| Q1 25 | — | 1.29× | ||
| Q4 24 | 1.58× | — | ||
| Q3 24 | 1.89× | 1.38× | ||
| Q2 24 | 3.03× | 2.11× | ||
| Q1 24 | 20.84× | 1.55× |
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% |
NTAP
| Products | $788.0M | 46% |
| Support | $647.0M | 38% |
| Public Cloud Segment | $171.0M | 10% |
| Professional And Other Services | $99.0M | 6% |
