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CuriosityStream Inc.(CURI)与NexPoint Real Estate Finance, Inc.(NREF)财务数据对比。点击上方公司名可切换其他公司
CuriosityStream Inc.的季度营收约是NexPoint Real Estate Finance, Inc.的1.7倍($19.2M vs $11.1M),NexPoint Real Estate Finance, Inc.净利率更高(216.6% vs -19.7%,领先236.4%),CuriosityStream Inc.同比增速更快(35.8% vs -48.8%)
CuriosityStream是来自美国的流媒体订阅点播服务商,主打纪实类影视内容,涵盖纪录片长片、系列纪实节目与电视栏目。除了品牌同名的视频点播订阅服务外,该公司还开设了Curiosity纪实线性电视频道,目前已接入FuboTV、Roku频道等多个平台。
NexPoint Real Estate Finance, Inc.是一家总部位于美国的商业地产金融企业,主要为多户住宅、写字楼、工业及酒店物业提供结构化融资方案,运营并管理抵押贷款及其他地产相关投资组合,为利益相关方提供经风险调整的稳定回报。
CURI vs NREF — 直观对比
营收规模更大
CURI
是对方的1.7倍
$11.1M
营收增速更快
CURI
高出84.6%
-48.8%
净利率更高
NREF
高出236.4%
-19.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $19.2M | $11.1M |
| 净利润 | $-3.8M | $24.0M |
| 毛利率 | — | — |
| 营业利润率 | -17.6% | — |
| 净利率 | -19.7% | 216.6% |
| 营收同比 | 35.8% | -48.8% |
| 净利润同比 | -34.6% | 58.7% |
| 每股收益(稀释后) | $-0.07 | $0.47 |
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
CURI
NREF
| Q4 25 | $19.2M | $11.1M | ||
| Q3 25 | $18.4M | $12.5M | ||
| Q2 25 | $19.0M | $12.1M | ||
| Q1 25 | $15.1M | $11.5M | ||
| Q4 24 | $14.1M | $21.7M | ||
| Q3 24 | $12.6M | $12.5M | ||
| Q2 24 | $12.4M | $6.7M | ||
| Q1 24 | $12.0M | $-12.8M |
净利润
CURI
NREF
| Q4 25 | $-3.8M | $24.0M | ||
| Q3 25 | $-3.7M | $50.9M | ||
| Q2 25 | $784.0K | $22.3M | ||
| Q1 25 | $319.0K | $26.0M | ||
| Q4 24 | $-2.8M | $15.2M | ||
| Q3 24 | $-3.1M | $23.3M | ||
| Q2 24 | $-2.0M | $12.1M | ||
| Q1 24 | $-5.0M | $-14.6M |
营业利润率
CURI
NREF
| Q4 25 | -17.6% | — | ||
| Q3 25 | -24.5% | — | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | -27.4% | — | ||
| Q3 24 | -25.8% | — | ||
| Q2 24 | -20.6% | — | ||
| Q1 24 | -30.4% | — |
净利率
CURI
NREF
| Q4 25 | -19.7% | 216.6% | ||
| Q3 25 | -20.4% | 407.0% | ||
| Q2 25 | 4.1% | 184.5% | ||
| Q1 25 | 2.1% | 225.6% | ||
| Q4 24 | -19.9% | 69.9% | ||
| Q3 24 | -24.3% | 186.4% | ||
| Q2 24 | -16.4% | 179.7% | ||
| Q1 24 | -42.0% | 114.3% |
每股收益(稀释后)
CURI
NREF
| Q4 25 | $-0.07 | $0.47 | ||
| Q3 25 | $-0.06 | $1.14 | ||
| Q2 25 | $0.01 | $0.54 | ||
| Q1 25 | $0.01 | $0.70 | ||
| Q4 24 | $-0.05 | $0.71 | ||
| Q3 24 | $-0.06 | $0.74 | ||
| Q2 24 | $-0.04 | $0.40 | ||
| Q1 24 | $-0.09 | $-0.83 |
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 | $27.3M | $31.1M |
| 总债务越低越好 | — | $771.2M |
| 股东权益账面价值 | $41.5M | $388.0M |
| 总资产 | $75.7M | $5.3B |
| 负债/权益比越低杠杆越低 | — | 1.99× |
8季度趋势,按日历期对齐
现金及短期投资
CURI
NREF
| Q4 25 | $27.3M | $31.1M | ||
| Q3 25 | $27.8M | $17.9M | ||
| Q2 25 | $28.1M | $9.1M | ||
| Q1 25 | $33.4M | $19.2M | ||
| Q4 24 | $32.1M | $3.9M | ||
| Q3 24 | $33.2M | $34.7M | ||
| Q2 24 | $39.5M | $4.3M | ||
| Q1 24 | $38.8M | $13.5M |
总债务
CURI
NREF
| Q4 25 | — | $771.2M | ||
| Q3 25 | — | $720.9M | ||
| Q2 25 | — | $815.6M | ||
| Q1 25 | — | $831.5M | ||
| Q4 24 | — | $799.3M | ||
| Q3 24 | — | $815.5M | ||
| Q2 24 | — | $861.0M | ||
| Q1 24 | — | $843.3M |
股东权益
CURI
NREF
| Q4 25 | $41.5M | $388.0M | ||
| Q3 25 | $47.2M | $375.4M | ||
| Q2 25 | $49.8M | $348.2M | ||
| Q1 25 | $58.1M | $343.7M | ||
| Q4 24 | $57.8M | $336.5M | ||
| Q3 24 | $62.2M | $335.8M | ||
| Q2 24 | $64.8M | $327.5M | ||
| Q1 24 | $67.0M | $327.1M |
总资产
CURI
NREF
| Q4 25 | $75.7M | $5.3B | ||
| Q3 25 | $74.7M | $5.3B | ||
| Q2 25 | $78.7M | $5.4B | ||
| Q1 25 | $85.3M | $5.4B | ||
| Q4 24 | $86.2M | $5.4B | ||
| Q3 24 | $87.6M | $5.7B | ||
| Q2 24 | $90.9M | $6.6B | ||
| Q1 24 | $94.6M | $7.1B |
负债/权益比
CURI
NREF
| Q4 25 | — | 1.99× | ||
| Q3 25 | — | 1.92× | ||
| Q2 25 | — | 2.34× | ||
| Q1 25 | — | 2.42× | ||
| Q4 24 | — | 2.38× | ||
| Q3 24 | — | 2.43× | ||
| Q2 24 | — | 2.63× | ||
| Q1 24 | — | 2.58× |
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 | $4.0M | $-4.5M |
| 自由现金流经营现金流 - 资本支出 | $3.9M | — |
| 自由现金流率自由现金流/营收 | 20.5% | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 现金转化率经营现金流/净利润 | — | -0.19× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
CURI
NREF
| Q4 25 | $4.0M | $-4.5M | ||
| Q3 25 | $4.4M | $8.1M | ||
| Q2 25 | $2.8M | $3.3M | ||
| Q1 25 | $1.9M | $16.0M | ||
| Q4 24 | $3.0M | $4.4M | ||
| Q3 24 | $2.3M | $14.7M | ||
| Q2 24 | $2.2M | $-7.5M | ||
| Q1 24 | $666.0K | $17.7M |
自由现金流
CURI
NREF
| Q4 25 | $3.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.8M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率
CURI
NREF
| Q4 25 | 20.5% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 12.2% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度
CURI
NREF
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 0.0% | — |
现金转化率
CURI
NREF
| Q4 25 | — | -0.19× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | 3.56× | 0.15× | ||
| Q1 25 | 6.03× | 0.62× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | — | -0.62× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图