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CoStar Group（CSGP）与Insulet Corporation（PODD）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Insulet Corporation的1.1倍（$899.9M vs $783.7M），Insulet Corporation净利率更高（13.0% vs 5.2%，领先7.8%），Insulet Corporation同比增速更快（31.2% vs 26.9%），CoStar Group自由现金流更多（$101.3M vs $48.2M），过去两年Insulet Corporation的营收复合增速更高（33.2% 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。
Insulet Corporation是深耕糖尿病治疗领域的医疗器械企业，核心产品为胰岛素泵，通过持续皮下输注胰岛素的疗法为患者给药。其产品通常由泵主体、一次性胰岛素储药仓，以及包含皮下植入套管和连接管路的一次性输注套件构成，满足不同患者的治疗需求。
CSGP vs PODD — 直观对比
营收规模更大
CSGP
是对方的1.1倍
$783.7M
营收增速更快
PODD
高出4.3%
26.9%
净利率更高
PODD
高出7.8%
5.2%
自由现金流更多
CSGP
多$53.1M
$48.2M
两年增速更快
PODD
近两年复合增速
17.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $783.7M |
| 净利润 | $46.5M | $101.6M |
| 毛利率 | 78.6% | 72.6% |
| 营业利润率 | 5.5% | 18.7% |
| 净利率 | 5.2% | 13.0% |
| 营收同比 | 26.9% | 31.2% |
| 净利润同比 | -22.2% | 0.9% |
| 每股收益（稀释后） | $0.12 | $1.42 |
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CSGPPODD
| Q4 25 | $899.9M | $783.7M | ||
| Q3 25 | $833.6M | $706.3M | ||
| Q2 25 | $781.3M | $649.1M | ||
| Q1 25 | $732.2M | $569.0M | ||
| Q4 24 | $709.4M | $597.5M | ||
| Q3 24 | $692.6M | $543.9M | ||
| Q2 24 | $677.8M | $488.5M | ||
| Q1 24 | $656.4M | $441.7M |
净利润CSGPPODD
| Q4 25 | $46.5M | $101.6M | ||
| Q3 25 | $-30.9M | $87.6M | ||
| Q2 25 | $6.2M | $22.5M | ||
| Q1 25 | $-14.8M | $35.4M | ||
| Q4 24 | $59.8M | $100.7M | ||
| Q3 24 | $53.0M | $77.5M | ||
| Q2 24 | $19.2M | $188.6M | ||
| Q1 24 | $6.7M | $51.5M |
毛利率CSGPPODD
| Q4 25 | 78.6% | 72.6% | ||
| Q3 25 | 79.3% | 72.2% | ||
| Q2 25 | 78.5% | 69.7% | ||
| Q1 25 | 79.1% | 71.9% | ||
| Q4 24 | 80.1% | 72.1% | ||
| Q3 24 | 79.7% | 69.3% | ||
| Q2 24 | 80.0% | 67.7% | ||
| Q1 24 | 78.5% | 69.5% |
营业利润率CSGPPODD
| Q4 25 | 5.5% | 18.7% | ||
| Q3 25 | -6.1% | 16.7% | ||
| Q2 25 | -3.5% | 18.7% | ||
| Q1 25 | -5.8% | 15.6% | ||
| Q4 24 | 5.6% | 18.3% | ||
| Q3 24 | 3.4% | 16.2% | ||
| Q2 24 | -2.4% | 11.2% | ||
| Q1 24 | -6.5% | 12.9% |
净利率CSGPPODD
| Q4 25 | 5.2% | 13.0% | ||
| Q3 25 | -3.7% | 12.4% | ||
| Q2 25 | 0.8% | 3.5% | ||
| Q1 25 | -2.0% | 6.2% | ||
| Q4 24 | 8.4% | 16.9% | ||
| Q3 24 | 7.7% | 14.2% | ||
| Q2 24 | 2.8% | 38.6% | ||
| Q1 24 | 1.0% | 11.7% |
每股收益（稀释后）CSGPPODD
| Q4 25 | $0.12 | $1.42 | ||
| Q3 25 | $-0.07 | $1.24 | ||
| Q2 25 | $0.01 | $0.32 | ||
| Q1 25 | $-0.04 | $0.50 | ||
| Q4 24 | $0.14 | $1.38 | ||
| Q3 24 | $0.13 | $1.08 | ||
| Q2 24 | $0.05 | $2.59 | ||
| Q1 24 | $0.02 | $0.73 |
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 | — |
| 总债务越低越好 | $140.0M | $930.8M |
| 股东权益账面价值 | $8.3B | $1.5B |
| 总资产 | $10.5B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.61× |
8季度趋势，按日历期对齐
现金及短期投资CSGPPODD
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $3.6B | — | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $4.7B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
总债务CSGPPODD
| Q4 25 | $140.0M | $930.8M | ||
| Q3 25 | $1.0B | $934.9M | ||
| Q2 25 | $1.0B | $939.0M | ||
| Q1 25 | $1.0B | $1.6B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $1.0B | $1.4B | ||
| Q2 24 | $1.0B | $1.4B | ||
| Q1 24 | $1.0B | $1.4B |
股东权益CSGPPODD
| Q4 25 | $8.3B | $1.5B | ||
| Q3 25 | $8.6B | $1.4B | ||
| Q2 25 | $8.6B | $1.5B | ||
| Q1 25 | $8.6B | $1.3B | ||
| Q4 24 | $7.6B | $1.2B | ||
| Q3 24 | $7.5B | $1.1B | ||
| Q2 24 | $7.4B | $998.4M | ||
| Q1 24 | $7.3B | $790.7M |
总资产CSGPPODD
| Q4 25 | $10.5B | $3.2B | ||
| Q3 25 | $10.8B | $3.0B | ||
| Q2 25 | $10.5B | $3.5B | ||
| Q1 25 | $10.4B | $3.5B | ||
| Q4 24 | $9.3B | $3.1B | ||
| Q3 24 | $9.1B | $3.0B | ||
| Q2 24 | $9.1B | $2.9B | ||
| Q1 24 | $9.0B | $2.6B |
负债/权益比CSGPPODD
| Q4 25 | 0.02× | 0.61× | ||
| Q3 25 | 0.12× | 0.68× | ||
| Q2 25 | 0.12× | 0.64× | ||
| Q1 25 | 0.12× | 1.21× | ||
| Q4 24 | 0.13× | 1.07× | ||
| Q3 24 | 0.13× | 1.21× | ||
| Q2 24 | 0.14× | 1.36× | ||
| Q1 24 | 0.14× | 1.72× |
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 | $183.3M |
| 自由现金流经营现金流 - 资本支出 | $101.3M | $48.2M |
| 自由现金流率自由现金流/营收 | 11.3% | 6.2% |
| 资本支出强度资本支出/营收 | 6.8% | 17.2% |
| 现金转化率经营现金流/净利润 | 3.49× | 1.80× |
| 过去12个月自由现金流最近4个季度 | $123.0M | $377.7M |
8季度趋势，按日历期对齐
经营现金流CSGPPODD
| Q4 25 | $162.1M | $183.3M | ||
| Q3 25 | $68.2M | $125.7M | ||
| Q2 25 | $146.5M | $196.5M | ||
| Q1 25 | $53.2M | $63.8M | ||
| Q4 24 | $94.6M | $147.7M | ||
| Q3 24 | $100.3M | $98.5M | ||
| Q2 24 | $58.1M | $96.5M | ||
| Q1 24 | $139.6M | $87.6M |
自由现金流CSGPPODD
| Q4 25 | $101.3M | $48.2M | ||
| Q3 25 | $-5.5M | $100.1M | ||
| Q2 25 | $27.7M | $177.9M | ||
| Q1 25 | $-500.0K | $51.5M | ||
| Q4 24 | $25.2M | $94.1M | ||
| Q3 24 | $40.2M | $71.8M | ||
| Q2 24 | $-14.7M | $74.0M | ||
| Q1 24 | $-237.1M | $65.5M |
自由现金流率CSGPPODD
| Q4 25 | 11.3% | 6.2% | ||
| Q3 25 | -0.7% | 14.2% | ||
| Q2 25 | 3.5% | 27.4% | ||
| Q1 25 | -0.1% | 9.1% | ||
| Q4 24 | 3.6% | 15.7% | ||
| Q3 24 | 5.8% | 13.2% | ||
| Q2 24 | -2.2% | 15.1% | ||
| Q1 24 | -36.1% | 14.8% |
资本支出强度CSGPPODD
| Q4 25 | 6.8% | 17.2% | ||
| Q3 25 | 8.8% | 3.6% | ||
| Q2 25 | 15.2% | 2.9% | ||
| Q1 25 | 7.3% | 2.2% | ||
| Q4 24 | 9.8% | 9.0% | ||
| Q3 24 | 8.7% | 4.9% | ||
| Q2 24 | 10.7% | 4.6% | ||
| Q1 24 | 57.4% | 5.0% |
现金转化率CSGPPODD
| Q4 25 | 3.49× | 1.80× | ||
| Q3 25 | — | 1.43× | ||
| Q2 25 | 23.63× | 8.73× | ||
| Q1 25 | — | 1.80× | ||
| Q4 24 | 1.58× | 1.47× | ||
| Q3 24 | 1.89× | 1.27× | ||
| Q2 24 | 3.03× | 0.51× | ||
| Q1 24 | 20.84× | 1.70× |
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% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
