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CoStar Group（CSGP）与SELECT MEDICAL HOLDINGS CORP（SEM）财务数据对比。点击上方公司名可切换其他公司
SELECT MEDICAL HOLDINGS CORP的季度营收约是CoStar Group的1.6倍（$1.4B vs $899.9M），CoStar Group净利率更高（5.2% vs 4.5%，领先0.7%），CoStar Group同比增速更快（26.9% vs 5.0%），过去两年CoStar Group的营收复合增速更高（17.1% vs 5.3%）
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。
Select Medical是总部位于美国宾夕法尼亚州的医疗健康企业，业务涵盖长期急症护理、住院康复医院运营，同时开设有职业健康与物理治疗诊所，母公司Select Medical Holdings在纽约证券交易所挂牌上市。
CSGP vs SEM — 直观对比
营收规模更大
SEM
是对方的1.6倍
$899.9M
营收增速更快
CSGP
高出21.8%
5.0%
净利率更高
CSGP
高出0.7%
4.5%
两年增速更快
CSGP
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $1.4B |
| 净利润 | $46.5M | $63.8M |
| 毛利率 | 78.6% | — |
| 营业利润率 | 5.5% | 6.9% |
| 净利率 | 5.2% | 4.5% |
| 营收同比 | 26.9% | 5.0% |
| 净利润同比 | -22.2% | -14.7% |
| 每股收益（稀释后） | $0.12 | $0.35 |
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CSGPSEM
| Q1 26 | — | $1.4B | ||
| Q4 25 | $899.9M | $1.4B | ||
| Q3 25 | $833.6M | $1.4B | ||
| Q2 25 | $781.3M | $1.3B | ||
| Q1 25 | $732.2M | $1.4B | ||
| Q4 24 | $709.4M | $1.3B | ||
| Q3 24 | $692.6M | $1.3B | ||
| Q2 24 | $677.8M | $1.3B |
净利润CSGPSEM
| Q1 26 | — | $63.8M | ||
| Q4 25 | $46.5M | $20.2M | ||
| Q3 25 | $-30.9M | $28.8M | ||
| Q2 25 | $6.2M | $40.6M | ||
| Q1 25 | $-14.8M | $56.7M | ||
| Q4 24 | $59.8M | $-16.1M | ||
| Q3 24 | $53.0M | $55.6M | ||
| Q2 24 | $19.2M | $77.6M |
毛利率CSGPSEM
| Q1 26 | — | — | ||
| 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% | — |
营业利润率CSGPSEM
| Q1 26 | — | 6.9% | ||
| Q4 25 | 5.5% | 4.6% | ||
| Q3 25 | -6.1% | 5.4% | ||
| Q2 25 | -3.5% | 6.5% | ||
| Q1 25 | -5.8% | 8.3% | ||
| Q4 24 | 5.6% | 1.6% | ||
| Q3 24 | 3.4% | 4.3% | ||
| Q2 24 | -2.4% | 5.8% |
净利率CSGPSEM
| Q1 26 | — | 4.5% | ||
| Q4 25 | 5.2% | 1.4% | ||
| Q3 25 | -3.7% | 2.1% | ||
| Q2 25 | 0.8% | 3.0% | ||
| Q1 25 | -2.0% | 4.2% | ||
| Q4 24 | 8.4% | -1.2% | ||
| Q3 24 | 7.7% | 4.4% | ||
| Q2 24 | 2.8% | 6.1% |
每股收益（稀释后）CSGPSEM
| Q1 26 | — | $0.35 | ||
| Q4 25 | $0.12 | $0.17 | ||
| Q3 25 | $-0.07 | $0.23 | ||
| Q2 25 | $0.01 | $0.32 | ||
| Q1 25 | $-0.04 | $0.44 | ||
| Q4 24 | $0.14 | $-0.12 | ||
| Q3 24 | $0.13 | $0.43 | ||
| Q2 24 | $0.05 | $0.60 |
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 | $25.7M |
| 总债务越低越好 | $140.0M | $1.8B |
| 股东权益账面价值 | $8.3B | $2.1B |
| 总资产 | $10.5B | $6.0B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.88× |
8季度趋势，按日历期对齐
现金及短期投资CSGPSEM
| Q1 26 | — | $25.7M | ||
| Q4 25 | $1.6B | $26.5M | ||
| Q3 25 | $1.9B | $60.1M | ||
| Q2 25 | $3.6B | $52.3M | ||
| Q1 25 | $3.7B | $53.2M | ||
| Q4 24 | $4.7B | $59.7M | ||
| Q3 24 | — | $191.5M | ||
| Q2 24 | — | $111.2M |
总债务CSGPSEM
| Q1 26 | — | $1.8B | ||
| Q4 25 | $140.0M | $1.8B | ||
| Q3 25 | $1.0B | $1.7B | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $1.0B | $3.1B | ||
| Q2 24 | $1.0B | $3.6B |
股东权益CSGPSEM
| Q1 26 | — | $2.1B | ||
| Q4 25 | $8.3B | $1.7B | ||
| Q3 25 | $8.6B | $1.7B | ||
| Q2 25 | $8.6B | $1.7B | ||
| Q1 25 | $8.6B | $1.7B | ||
| Q4 24 | $7.6B | $1.7B | ||
| Q3 24 | $7.5B | $1.9B | ||
| Q2 24 | $7.4B | $1.4B |
总资产CSGPSEM
| Q1 26 | — | $6.0B | ||
| Q4 25 | $10.5B | $5.9B | ||
| Q3 25 | $10.8B | $5.7B | ||
| Q2 25 | $10.5B | $5.7B | ||
| Q1 25 | $10.4B | $5.7B | ||
| Q4 24 | $9.3B | $5.6B | ||
| Q3 24 | $9.1B | $8.0B | ||
| Q2 24 | $9.1B | $7.9B |
负债/权益比CSGPSEM
| Q1 26 | — | 0.88× | ||
| Q4 25 | 0.02× | 1.06× | ||
| Q3 25 | 0.12× | 1.03× | ||
| Q2 25 | 0.12× | 1.10× | ||
| Q1 25 | 0.12× | 1.03× | ||
| Q4 24 | 0.13× | 1.01× | ||
| Q3 24 | 0.13× | 1.62× | ||
| Q2 24 | 0.14× | 2.54× |
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CSGPSEM
| Q1 26 | — | — | ||
| Q4 25 | $162.1M | $64.3M | ||
| Q3 25 | $68.2M | $175.3M | ||
| Q2 25 | $146.5M | $110.3M | ||
| Q1 25 | $53.2M | $-3.5M | ||
| Q4 24 | $94.6M | $125.4M | ||
| Q3 24 | $100.3M | $181.0M | ||
| Q2 24 | $58.1M | $278.2M |
自由现金流CSGPSEM
| Q1 26 | — | — | ||
| Q4 25 | $101.3M | $5.2M | ||
| Q3 25 | $-5.5M | $122.2M | ||
| Q2 25 | $27.7M | $45.6M | ||
| Q1 25 | $-500.0K | $-55.8M | ||
| Q4 24 | $25.2M | $62.0M | ||
| Q3 24 | $40.2M | $130.3M | ||
| Q2 24 | $-14.7M | $222.6M |
自由现金流率CSGPSEM
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 0.4% | ||
| Q3 25 | -0.7% | 9.0% | ||
| Q2 25 | 3.5% | 3.4% | ||
| Q1 25 | -0.1% | -4.1% | ||
| Q4 24 | 3.6% | 4.7% | ||
| Q3 24 | 5.8% | 10.2% | ||
| Q2 24 | -2.2% | 17.4% |
资本支出强度CSGPSEM
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 4.2% | ||
| Q3 25 | 8.8% | 3.9% | ||
| Q2 25 | 15.2% | 4.8% | ||
| Q1 25 | 7.3% | 3.9% | ||
| Q4 24 | 9.8% | 4.8% | ||
| Q3 24 | 8.7% | 4.0% | ||
| Q2 24 | 10.7% | 4.3% |
现金转化率CSGPSEM
| Q1 26 | — | — | ||
| Q4 25 | 3.49× | 3.19× | ||
| Q3 25 | — | 6.09× | ||
| Q2 25 | 23.63× | 2.72× | ||
| Q1 25 | — | -0.06× | ||
| Q4 24 | 1.58× | — | ||
| Q3 24 | 1.89× | 3.25× | ||
| Q2 24 | 3.03× | 3.59× |
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% |
SEM
暂无分部数据
