vs
CoStar Group（CSGP）与百济神州（ONC）财务数据对比。点击上方公司名可切换其他公司
百济神州的季度营收约是CoStar Group的1.7倍（$1.5B vs $899.9M），CoStar Group净利率更高（5.2% vs 4.4%，领先0.7%），百济神州同比增速更快（32.8% vs 26.9%），百济神州自由现金流更多（$379.8M vs $101.3M），过去两年百济神州的营收复合增速更高（41.2% vs 17.1%）
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。
BeOne Medicines（原百济神州）是一家跨国肿瘤领域制药企业，专注于癌症治疗创新药物的研发与商业化，致力于为全球癌症患者提供更有效、可及性更高的治疗方案，改善患者的生存质量与预后。
CSGP vs ONC — 直观对比
营收规模更大
ONC
是对方的1.7倍
$899.9M
营收增速更快
ONC
高出6.0%
26.9%
净利率更高
CSGP
高出0.7%
4.4%
自由现金流更多
ONC
多$278.5M
$101.3M
两年增速更快
ONC
近两年复合增速
17.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $1.5B |
| 净利润 | $46.5M | $66.5M |
| 毛利率 | 78.6% | 90.5% |
| 营业利润率 | 5.5% | 12.4% |
| 净利率 | 5.2% | 4.4% |
| 营收同比 | 26.9% | 32.8% |
| 净利润同比 | -22.2% | 143.8% |
| 每股收益（稀释后） | $0.12 | $0.05 |
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CSGPONC
| Q4 25 | $899.9M | $1.5B | ||
| Q3 25 | $833.6M | $1.4B | ||
| Q2 25 | $781.3M | $1.3B | ||
| Q1 25 | $732.2M | $1.1B | ||
| Q4 24 | $709.4M | $1.1B | ||
| Q3 24 | $692.6M | $1.0B | ||
| Q2 24 | $677.8M | $929.2M | ||
| Q1 24 | $656.4M | $751.7M |
净利润CSGPONC
| Q4 25 | $46.5M | $66.5M | ||
| Q3 25 | $-30.9M | $124.8M | ||
| Q2 25 | $6.2M | $94.3M | ||
| Q1 25 | $-14.8M | $1.3M | ||
| Q4 24 | $59.8M | $-151.9M | ||
| Q3 24 | $53.0M | $-121.3M | ||
| Q2 24 | $19.2M | $-120.4M | ||
| Q1 24 | $6.7M | $-251.2M |
毛利率CSGPONC
| Q4 25 | 78.6% | 90.5% | ||
| Q3 25 | 79.3% | 86.1% | ||
| Q2 25 | 78.5% | 87.5% | ||
| Q1 25 | 79.1% | 85.2% | ||
| Q4 24 | 80.1% | 85.8% | ||
| Q3 24 | 79.7% | 83.0% | ||
| Q2 24 | 80.0% | 85.1% | ||
| Q1 24 | 78.5% | 83.4% |
营业利润率CSGPONC
| Q4 25 | 5.5% | 12.4% | ||
| Q3 25 | -6.1% | 11.5% | ||
| Q2 25 | -3.5% | 6.7% | ||
| Q1 25 | -5.8% | 1.0% | ||
| Q4 24 | 5.6% | -7.0% | ||
| Q3 24 | 3.4% | -12.0% | ||
| Q2 24 | -2.4% | -11.5% | ||
| Q1 24 | -6.5% | -34.8% |
净利率CSGPONC
| Q4 25 | 5.2% | 4.4% | ||
| Q3 25 | -3.7% | 8.8% | ||
| Q2 25 | 0.8% | 7.2% | ||
| Q1 25 | -2.0% | 0.1% | ||
| Q4 24 | 8.4% | -13.5% | ||
| Q3 24 | 7.7% | -12.1% | ||
| Q2 24 | 2.8% | -13.0% | ||
| Q1 24 | 1.0% | -33.4% |
每股收益（稀释后）CSGPONC
| Q4 25 | $0.12 | $0.05 | ||
| Q3 25 | $-0.07 | $0.08 | ||
| Q2 25 | $0.01 | $0.06 | ||
| Q1 25 | $-0.04 | $0.00 | ||
| Q4 24 | $0.14 | $-0.10 | ||
| Q3 24 | $0.13 | $-0.09 | ||
| Q2 24 | $0.05 | $-0.09 | ||
| Q1 24 | $0.02 | $-0.19 |
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 | $4.5B |
| 总债务越低越好 | $140.0M | $836.4M |
| 股东权益账面价值 | $8.3B | $4.4B |
| 总资产 | $10.5B | $8.2B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资CSGPONC
| Q4 25 | $1.6B | $4.5B | ||
| Q3 25 | $1.9B | $4.0B | ||
| Q2 25 | $3.6B | $2.8B | ||
| Q1 25 | $3.7B | $2.5B | ||
| Q4 24 | $4.7B | $2.6B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.6B | ||
| Q1 24 | — | $2.8B |
总债务CSGPONC
| Q4 25 | $140.0M | $836.4M | ||
| 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CSGPONC
| Q4 25 | $8.3B | $4.4B | ||
| Q3 25 | $8.6B | $4.1B | ||
| Q2 25 | $8.6B | $3.8B | ||
| Q1 25 | $8.6B | $3.5B | ||
| Q4 24 | $7.6B | $3.3B | ||
| Q3 24 | $7.5B | $3.4B | ||
| Q2 24 | $7.4B | $3.4B | ||
| Q1 24 | $7.3B | $3.4B |
总资产CSGPONC
| Q4 25 | $10.5B | $8.2B | ||
| Q3 25 | $10.8B | $7.6B | ||
| Q2 25 | $10.5B | $6.3B | ||
| Q1 25 | $10.4B | $5.8B | ||
| Q4 24 | $9.3B | $5.9B | ||
| Q3 24 | $9.1B | $5.8B | ||
| Q2 24 | $9.1B | $5.7B | ||
| Q1 24 | $9.0B | $5.7B |
负债/权益比CSGPONC
| Q4 25 | 0.02× | 0.19× | ||
| 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 | $417.3M |
| 自由现金流经营现金流 - 资本支出 | $101.3M | $379.8M |
| 自由现金流率自由现金流/营收 | 11.3% | 25.4% |
| 资本支出强度资本支出/营收 | 6.8% | 2.5% |
| 现金转化率经营现金流/净利润 | 3.49× | 6.28× |
| 过去12个月自由现金流最近4个季度 | $123.0M | $941.7M |
8季度趋势，按日历期对齐
经营现金流CSGPONC
| Q4 25 | $162.1M | $417.3M | ||
| Q3 25 | $68.2M | $402.6M | ||
| Q2 25 | $146.5M | $263.6M | ||
| Q1 25 | $53.2M | $44.1M | ||
| Q4 24 | $94.6M | $75.2M | ||
| Q3 24 | $100.3M | $188.4M | ||
| Q2 24 | $58.1M | $-95.6M | ||
| Q1 24 | $139.6M | $-308.6M |
自由现金流CSGPONC
| Q4 25 | $101.3M | $379.8M | ||
| Q3 25 | $-5.5M | $354.5M | ||
| Q2 25 | $27.7M | $219.8M | ||
| Q1 25 | $-500.0K | $-12.3M | ||
| Q4 24 | $25.2M | $-17.3M | ||
| Q3 24 | $40.2M | $54.7M | ||
| Q2 24 | $-14.7M | $-205.5M | ||
| Q1 24 | $-237.1M | $-465.1M |
自由现金流率CSGPONC
| Q4 25 | 11.3% | 25.4% | ||
| Q3 25 | -0.7% | 25.1% | ||
| Q2 25 | 3.5% | 16.7% | ||
| Q1 25 | -0.1% | -1.1% | ||
| Q4 24 | 3.6% | -1.5% | ||
| Q3 24 | 5.8% | 5.5% | ||
| Q2 24 | -2.2% | -22.1% | ||
| Q1 24 | -36.1% | -61.9% |
资本支出强度CSGPONC
| Q4 25 | 6.8% | 2.5% | ||
| Q3 25 | 8.8% | 3.4% | ||
| Q2 25 | 15.2% | 3.3% | ||
| Q1 25 | 7.3% | 5.0% | ||
| Q4 24 | 9.8% | 8.2% | ||
| Q3 24 | 8.7% | 13.3% | ||
| Q2 24 | 10.7% | 11.8% | ||
| Q1 24 | 57.4% | 20.8% |
现金转化率CSGPONC
| Q4 25 | 3.49× | 6.28× | ||
| Q3 25 | — | 3.22× | ||
| Q2 25 | 23.63× | 2.79× | ||
| Q1 25 | — | 34.71× | ||
| Q4 24 | 1.58× | — | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 3.03× | — | ||
| 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% |
ONC
暂无分部数据
