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CoStar Group（CSGP）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
森萨塔科技的季度营收约是CoStar Group的1.0倍（$934.8M vs $899.9M），森萨塔科技净利率更高（9.3% vs 5.2%，领先4.2%），CoStar Group同比增速更快（26.9% vs 2.6%），森萨塔科技自由现金流更多（$104.6M vs $101.3M），过去两年CoStar Group的营收复合增速更高（17.1% vs -5.0%）
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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
CSGP vs ST — 直观对比
营收规模更大
ST
是对方的1.0倍
$899.9M
营收增速更快
CSGP
高出24.3%
2.6%
净利率更高
ST
高出4.2%
5.2%
自由现金流更多
ST
多$3.3M
$101.3M
两年增速更快
CSGP
近两年复合增速
-5.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $934.8M |
| 净利润 | $46.5M | $87.1M |
| 毛利率 | 78.6% | 30.6% |
| 营业利润率 | 5.5% | 15.1% |
| 净利率 | 5.2% | 9.3% |
| 营收同比 | 26.9% | 2.6% |
| 净利润同比 | -22.2% | 24.6% |
| 每股收益（稀释后） | $0.12 | $0.59 |
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CSGPST
| Q1 26 | — | $934.8M | ||
| Q4 25 | $899.9M | $917.9M | ||
| Q3 25 | $833.6M | $932.0M | ||
| Q2 25 | $781.3M | $943.4M | ||
| Q1 25 | $732.2M | $911.3M | ||
| Q4 24 | $709.4M | $907.7M | ||
| Q3 24 | $692.6M | $982.8M | ||
| Q2 24 | $677.8M | $1.0B |
净利润CSGPST
| Q1 26 | — | $87.1M | ||
| Q4 25 | $46.5M | $63.2M | ||
| Q3 25 | $-30.9M | $-162.5M | ||
| Q2 25 | $6.2M | $60.7M | ||
| Q1 25 | $-14.8M | $69.9M | ||
| Q4 24 | $59.8M | $5.8M | ||
| Q3 24 | $53.0M | $-25.0M | ||
| Q2 24 | $19.2M | $71.7M |
毛利率CSGPST
| Q1 26 | — | 30.6% | ||
| Q4 25 | 78.6% | 29.0% | ||
| Q3 25 | 79.3% | 27.8% | ||
| Q2 25 | 78.5% | 30.3% | ||
| Q1 25 | 79.1% | 29.9% | ||
| Q4 24 | 80.1% | 27.1% | ||
| Q3 24 | 79.7% | 28.6% | ||
| Q2 24 | 80.0% | 30.0% |
营业利润率CSGPST
| Q1 26 | — | 15.1% | ||
| Q4 25 | 5.5% | 10.9% | ||
| Q3 25 | -6.1% | -13.2% | ||
| Q2 25 | -3.5% | 14.6% | ||
| Q1 25 | -5.8% | 13.4% | ||
| Q4 24 | 5.6% | 8.1% | ||
| Q3 24 | 3.4% | -20.3% | ||
| Q2 24 | -2.4% | 12.5% |
净利率CSGPST
| Q1 26 | — | 9.3% | ||
| Q4 25 | 5.2% | 6.9% | ||
| Q3 25 | -3.7% | -17.4% | ||
| Q2 25 | 0.8% | 6.4% | ||
| Q1 25 | -2.0% | 7.7% | ||
| Q4 24 | 8.4% | 0.6% | ||
| Q3 24 | 7.7% | -2.5% | ||
| Q2 24 | 2.8% | 6.9% |
每股收益（稀释后）CSGPST
| Q1 26 | — | $0.59 | ||
| Q4 25 | $0.12 | $0.45 | ||
| Q3 25 | $-0.07 | $-1.12 | ||
| Q2 25 | $0.01 | $0.41 | ||
| Q1 25 | $-0.04 | $0.47 | ||
| Q4 24 | $0.14 | $0.05 | ||
| Q3 24 | $0.13 | $-0.17 | ||
| Q2 24 | $0.05 | $0.47 |
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 | $635.1M |
| 总债务越低越好 | $140.0M | — |
| 股东权益账面价值 | $8.3B | $2.9B |
| 总资产 | $10.5B | $6.8B |
| 负债/权益比越低杠杆越低 | 0.02× | — |
8季度趋势，按日历期对齐
现金及短期投资CSGPST
| Q1 26 | — | $635.1M | ||
| Q4 25 | $1.6B | $573.0M | ||
| Q3 25 | $1.9B | $791.3M | ||
| Q2 25 | $3.6B | $661.8M | ||
| Q1 25 | $3.7B | $588.1M | ||
| Q4 24 | $4.7B | $593.7M | ||
| Q3 24 | — | $506.2M | ||
| Q2 24 | — | $1.0B |
总债务CSGPST
| Q1 26 | — | — | ||
| Q4 25 | $140.0M | $2.8B | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | $3.2B | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — |
股东权益CSGPST
| Q1 26 | — | $2.9B | ||
| Q4 25 | $8.3B | $2.8B | ||
| Q3 25 | $8.6B | $2.7B | ||
| Q2 25 | $8.6B | $2.9B | ||
| Q1 25 | $8.6B | $2.8B | ||
| Q4 24 | $7.6B | $2.9B | ||
| Q3 24 | $7.5B | $3.0B | ||
| Q2 24 | $7.4B | $3.0B |
总资产CSGPST
| Q1 26 | — | $6.8B | ||
| Q4 25 | $10.5B | $6.8B | ||
| Q3 25 | $10.8B | $7.1B | ||
| Q2 25 | $10.5B | $7.3B | ||
| Q1 25 | $10.4B | $7.2B | ||
| Q4 24 | $9.3B | $7.1B | ||
| Q3 24 | $9.1B | $7.3B | ||
| Q2 24 | $9.1B | $8.2B |
负债/权益比CSGPST
| Q1 26 | — | — | ||
| Q4 25 | 0.02× | 1.02× | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.13× | 1.11× | ||
| Q3 24 | 0.13× | — | ||
| Q2 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 | $122.5M |
| 自由现金流经营现金流 - 资本支出 | $101.3M | $104.6M |
| 自由现金流率自由现金流/营收 | 11.3% | 11.2% |
| 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× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $123.0M | $508.3M |
8季度趋势，按日历期对齐
经营现金流CSGPST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $162.1M | $201.5M | ||
| Q3 25 | $68.2M | $159.9M | ||
| Q2 25 | $146.5M | $140.9M | ||
| Q1 25 | $53.2M | $119.2M | ||
| Q4 24 | $94.6M | $170.7M | ||
| Q3 24 | $100.3M | $130.9M | ||
| Q2 24 | $58.1M | $143.5M |
自由现金流CSGPST
| Q1 26 | — | $104.6M | ||
| Q4 25 | $101.3M | $151.9M | ||
| Q3 25 | $-5.5M | $136.2M | ||
| Q2 25 | $27.7M | $115.5M | ||
| Q1 25 | $-500.0K | $86.6M | ||
| Q4 24 | $25.2M | $138.9M | ||
| Q3 24 | $40.2M | $91.3M | ||
| Q2 24 | $-14.7M | $98.4M |
自由现金流率CSGPST
| Q1 26 | — | 11.2% | ||
| Q4 25 | 11.3% | 16.6% | ||
| Q3 25 | -0.7% | 14.6% | ||
| Q2 25 | 3.5% | 12.2% | ||
| Q1 25 | -0.1% | 9.5% | ||
| Q4 24 | 3.6% | 15.3% | ||
| Q3 24 | 5.8% | 9.3% | ||
| Q2 24 | -2.2% | 9.5% |
资本支出强度CSGPST
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 5.4% | ||
| Q3 25 | 8.8% | 2.5% | ||
| Q2 25 | 15.2% | 2.7% | ||
| Q1 25 | 7.3% | 3.6% | ||
| Q4 24 | 9.8% | 3.5% | ||
| Q3 24 | 8.7% | 4.0% | ||
| Q2 24 | 10.7% | 4.4% |
现金转化率CSGPST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 3.49× | 3.19× | ||
| Q3 25 | — | — | ||
| Q2 25 | 23.63× | 2.32× | ||
| Q1 25 | — | 1.70× | ||
| Q4 24 | 1.58× | 29.50× | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 3.03× | 2.00× |
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% |
ST
暂无分部数据
