vs
CoStar Group(CSGP)与瑞思迈(RMD)财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是CoStar Group的1.6倍($1.4B vs $899.9M),瑞思迈净利率更高(27.6% vs 5.2%,领先22.4%),CoStar Group同比增速更快(26.9% vs 11.0%),过去两年CoStar Group的营收复合增速更高(17.1% vs 7.8%)
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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业,主打可接入云端的呼吸类医疗设备,用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病,新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
CSGP vs RMD — 直观对比
营收规模更大
RMD
是对方的1.6倍
$899.9M
营收增速更快
CSGP
高出15.9%
11.0%
净利率更高
RMD
高出22.4%
5.2%
两年增速更快
CSGP
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $899.9M | $1.4B |
| 净利润 | $46.5M | $392.6M |
| 毛利率 | 78.6% | 61.8% |
| 营业利润率 | 5.5% | 34.6% |
| 净利率 | 5.2% | 27.6% |
| 营收同比 | 26.9% | 11.0% |
| 净利润同比 | -22.2% | 13.9% |
| 每股收益(稀释后) | $0.12 | $2.68 |
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
CSGP
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $899.9M | $1.4B | ||
| Q3 25 | $833.6M | $1.3B | ||
| Q2 25 | $781.3M | $1.3B | ||
| Q1 25 | $732.2M | $1.3B | ||
| Q4 24 | $709.4M | $1.3B | ||
| Q3 24 | $692.6M | $1.2B |
净利润
CSGP
RMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $46.5M | $392.6M | ||
| Q3 25 | $-30.9M | $348.5M | ||
| Q2 25 | $6.2M | $379.7M | ||
| Q1 25 | $-14.8M | $365.0M | ||
| Q4 24 | $59.8M | $344.6M | ||
| Q3 24 | $53.0M | $311.4M |
毛利率
CSGP
RMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | 78.6% | 61.8% | ||
| Q3 25 | 79.3% | 61.5% | ||
| Q2 25 | 78.5% | 60.8% | ||
| Q1 25 | 79.1% | 59.3% | ||
| Q4 24 | 80.1% | 58.6% | ||
| Q3 24 | 79.7% | 58.6% |
营业利润率
CSGP
RMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 5.5% | 34.6% | ||
| Q3 25 | -6.1% | 33.4% | ||
| Q2 25 | -3.5% | 33.7% | ||
| Q1 25 | -5.8% | 33.0% | ||
| Q4 24 | 5.6% | 32.5% | ||
| Q3 24 | 3.4% | 31.6% |
净利率
CSGP
RMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 5.2% | 27.6% | ||
| Q3 25 | -3.7% | 26.1% | ||
| Q2 25 | 0.8% | 28.2% | ||
| Q1 25 | -2.0% | 28.3% | ||
| Q4 24 | 8.4% | 26.9% | ||
| Q3 24 | 7.7% | 25.4% |
每股收益(稀释后)
CSGP
RMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $0.12 | $2.68 | ||
| Q3 25 | $-0.07 | $2.37 | ||
| Q2 25 | $0.01 | $2.58 | ||
| Q1 25 | $-0.04 | $2.48 | ||
| Q4 24 | $0.14 | $2.34 | ||
| Q3 24 | $0.13 | $2.11 |
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 | $1.4B |
| 总债务越低越好 | $140.0M | $663.8M |
| 股东权益账面价值 | $8.3B | $6.3B |
| 总资产 | $10.5B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.11× |
8季度趋势,按日历期对齐
现金及短期投资
CSGP
RMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.9B | $1.4B | ||
| Q2 25 | $3.6B | $1.2B | ||
| Q1 25 | $3.7B | $932.7M | ||
| Q4 24 | $4.7B | $521.9M | ||
| Q3 24 | — | $426.4M |
总债务
CSGP
RMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $140.0M | $403.9M | ||
| Q3 25 | $1.0B | $408.7M | ||
| Q2 25 | $1.0B | $658.4M | ||
| Q1 25 | $1.0B | $663.1M | ||
| Q4 24 | $1.0B | $662.9M | ||
| Q3 24 | $1.0B | $667.6M |
股东权益
CSGP
RMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $8.3B | $6.3B | ||
| Q3 25 | $8.6B | $6.1B | ||
| Q2 25 | $8.6B | $6.0B | ||
| Q1 25 | $8.6B | $5.5B | ||
| Q4 24 | $7.6B | $5.3B | ||
| Q3 24 | $7.5B | $5.2B |
总资产
CSGP
RMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $10.5B | $8.5B | ||
| Q3 25 | $10.8B | $8.3B | ||
| Q2 25 | $10.5B | $8.2B | ||
| Q1 25 | $10.4B | $7.6B | ||
| Q4 24 | $9.3B | $7.1B | ||
| Q3 24 | $9.1B | $7.2B |
负债/权益比
CSGP
RMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 0.02× | 0.06× | ||
| Q3 25 | 0.12× | 0.07× | ||
| Q2 25 | 0.12× | 0.11× | ||
| Q1 25 | 0.12× | 0.12× | ||
| Q4 24 | 0.13× | 0.13× | ||
| Q3 24 | 0.13× | 0.13× |
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 | — |
| 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× | — |
| 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
CSGP
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $162.1M | $339.7M | ||
| Q3 25 | $68.2M | $457.3M | ||
| Q2 25 | $146.5M | $538.8M | ||
| Q1 25 | $53.2M | $578.7M | ||
| Q4 24 | $94.6M | $308.6M | ||
| Q3 24 | $100.3M | $325.5M |
自由现金流
CSGP
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $101.3M | $311.2M | ||
| Q3 25 | $-5.5M | $414.4M | ||
| Q2 25 | $27.7M | $508.2M | ||
| Q1 25 | $-500.0K | $557.9M | ||
| Q4 24 | $25.2M | $288.0M | ||
| Q3 24 | $40.2M | $307.7M |
自由现金流率
CSGP
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 21.9% | ||
| Q3 25 | -0.7% | 31.0% | ||
| Q2 25 | 3.5% | 37.7% | ||
| Q1 25 | -0.1% | 43.2% | ||
| Q4 24 | 3.6% | 22.5% | ||
| Q3 24 | 5.8% | 25.1% |
资本支出强度
CSGP
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 2.0% | ||
| Q3 25 | 8.8% | 3.2% | ||
| Q2 25 | 15.2% | 2.3% | ||
| Q1 25 | 7.3% | 1.6% | ||
| Q4 24 | 9.8% | 1.6% | ||
| Q3 24 | 8.7% | 1.5% |
现金转化率
CSGP
RMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 3.49× | 0.87× | ||
| Q3 25 | — | 1.31× | ||
| Q2 25 | 23.63× | 1.42× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | 1.58× | 0.90× | ||
| Q3 24 | 1.89× | 1.05× |
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% |
RMD
暂无分部数据