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CoStar Group（CSGP）与STEWART INFORMATION SERVICES CORP（STC）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STEWART INFORMATION SERVICES CORP的1.2倍（$899.9M vs $764.6M），CoStar Group净利率更高（5.2% vs 2.2%，领先2.9%），STEWART INFORMATION SERVICES CORP同比增速更快（27.7% vs 26.9%），过去两年CoStar Group的营收复合增速更高（17.1% vs 12.7%）
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。
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
CSGP vs STC — 直观对比
营收规模更大
CSGP
是对方的1.2倍
$764.6M
营收增速更快
STC
高出0.8%
26.9%
净利率更高
CSGP
高出2.9%
2.2%
两年增速更快
CSGP
近两年复合增速
12.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $764.6M |
| 净利润 | $46.5M | $17.0M |
| 毛利率 | 78.6% | — |
| 营业利润率 | 5.5% | — |
| 净利率 | 5.2% | 2.2% |
| 营收同比 | 26.9% | 27.7% |
| 净利润同比 | -22.2% | 448.4% |
| 每股收益（稀释后） | $0.12 | — |
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CSGPSTC
| Q1 26 | — | $764.6M | ||
| Q4 25 | $899.9M | $790.6M | ||
| Q3 25 | $833.6M | $796.9M | ||
| Q2 25 | $781.3M | $722.2M | ||
| Q1 25 | $732.2M | $612.0M | ||
| Q4 24 | $709.4M | $665.9M | ||
| Q3 24 | $692.6M | $667.9M | ||
| Q2 24 | $677.8M | $602.2M |
净利润CSGPSTC
| Q1 26 | — | $17.0M | ||
| Q4 25 | $46.5M | $36.3M | ||
| Q3 25 | $-30.9M | $44.3M | ||
| Q2 25 | $6.2M | $31.9M | ||
| Q1 25 | $-14.8M | $3.1M | ||
| Q4 24 | $59.8M | $22.7M | ||
| Q3 24 | $53.0M | $30.1M | ||
| Q2 24 | $19.2M | $17.3M |
毛利率CSGPSTC
| 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CSGPSTC
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 6.5% | ||
| Q3 25 | -6.1% | 7.7% | ||
| Q2 25 | -3.5% | 6.5% | ||
| Q1 25 | -5.8% | 1.0% | ||
| Q4 24 | 5.6% | 5.3% | ||
| Q3 24 | 3.4% | 6.4% | ||
| Q2 24 | -2.4% | 4.8% |
净利率CSGPSTC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 5.2% | 4.6% | ||
| Q3 25 | -3.7% | 5.6% | ||
| Q2 25 | 0.8% | 4.4% | ||
| Q1 25 | -2.0% | 0.5% | ||
| Q4 24 | 8.4% | 3.4% | ||
| Q3 24 | 7.7% | 4.5% | ||
| Q2 24 | 2.8% | 2.9% |
每股收益（稀释后）CSGPSTC
| Q1 26 | — | — | ||
| Q4 25 | $0.12 | $1.26 | ||
| Q3 25 | $-0.07 | $1.55 | ||
| Q2 25 | $0.01 | $1.13 | ||
| Q1 25 | $-0.04 | $0.11 | ||
| Q4 24 | $0.14 | $0.81 | ||
| Q3 24 | $0.13 | $1.07 | ||
| Q2 24 | $0.05 | $0.62 |
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 | $317.5M |
| 总债务越低越好 | $140.0M | — |
| 股东权益账面价值 | $8.3B | — |
| 总资产 | $10.5B | — |
| 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CSGPSTC
| Q1 26 | — | $317.5M | ||
| Q4 25 | $1.6B | $369.7M | ||
| Q3 25 | $1.9B | $233.2M | ||
| Q2 25 | $3.6B | $223.8M | ||
| Q1 25 | $3.7B | $194.2M | ||
| Q4 24 | $4.7B | $257.5M | ||
| Q3 24 | — | $228.7M | ||
| Q2 24 | — | $176.7M |
总债务CSGPSTC
| Q1 26 | — | — | ||
| Q4 25 | $140.0M | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | $445.8M | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — |
股东权益CSGPSTC
| Q1 26 | — | — | ||
| Q4 25 | $8.3B | $1.6B | ||
| Q3 25 | $8.6B | $1.5B | ||
| Q2 25 | $8.6B | $1.4B | ||
| Q1 25 | $8.6B | $1.4B | ||
| Q4 24 | $7.6B | $1.4B | ||
| Q3 24 | $7.5B | $1.4B | ||
| Q2 24 | $7.4B | $1.4B |
总资产CSGPSTC
| Q1 26 | — | — | ||
| Q4 25 | $10.5B | $3.3B | ||
| Q3 25 | $10.8B | $2.8B | ||
| Q2 25 | $10.5B | $2.8B | ||
| Q1 25 | $10.4B | $2.7B | ||
| Q4 24 | $9.3B | $2.7B | ||
| Q3 24 | $9.1B | $2.7B | ||
| Q2 24 | $9.1B | $2.6B |
负债/权益比CSGPSTC
| Q1 26 | — | — | ||
| Q4 25 | 0.02× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.13× | 0.32× | ||
| 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 | — |
| 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CSGPSTC
| Q1 26 | — | — | ||
| Q4 25 | $162.1M | $89.5M | ||
| Q3 25 | $68.2M | $92.6M | ||
| Q2 25 | $146.5M | $53.4M | ||
| Q1 25 | $53.2M | $-29.9M | ||
| Q4 24 | $94.6M | $68.0M | ||
| Q3 24 | $100.3M | $76.1M | ||
| Q2 24 | $58.1M | $21.1M |
自由现金流CSGPSTC
| Q1 26 | — | — | ||
| Q4 25 | $101.3M | $62.3M | ||
| Q3 25 | $-5.5M | $73.6M | ||
| Q2 25 | $27.7M | $38.7M | ||
| Q1 25 | $-500.0K | $-42.2M | ||
| Q4 24 | $25.2M | $55.6M | ||
| Q3 24 | $40.2M | $67.4M | ||
| Q2 24 | $-14.7M | $11.9M |
自由现金流率CSGPSTC
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 7.9% | ||
| Q3 25 | -0.7% | 9.2% | ||
| Q2 25 | 3.5% | 5.4% | ||
| Q1 25 | -0.1% | -6.9% | ||
| Q4 24 | 3.6% | 8.4% | ||
| Q3 24 | 5.8% | 10.1% | ||
| Q2 24 | -2.2% | 2.0% |
资本支出强度CSGPSTC
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 3.4% | ||
| Q3 25 | 8.8% | 2.4% | ||
| Q2 25 | 15.2% | 2.0% | ||
| Q1 25 | 7.3% | 2.0% | ||
| Q4 24 | 9.8% | 1.9% | ||
| Q3 24 | 8.7% | 1.3% | ||
| Q2 24 | 10.7% | 1.5% |
现金转化率CSGPSTC
| Q1 26 | — | — | ||
| Q4 25 | 3.49× | 2.47× | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | 23.63× | 1.67× | ||
| Q1 25 | — | -9.73× | ||
| Q4 24 | 1.58× | 2.99× | ||
| Q3 24 | 1.89× | 2.53× | ||
| Q2 24 | 3.03× | 1.22× |
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% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
