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COUSINS PROPERTIES INC(CUZ)与Essex Property Trust(ESS)财务数据对比。点击上方公司名可切换其他公司

Essex Property Trust的季度营收约是COUSINS PROPERTIES INC的1.9倍($479.6M vs $255.0M),Essex Property Trust净利率更高(17.9% vs -1.4%,领先19.2%),COUSINS PROPERTIES INC同比增速更快(13.2% vs 5.5%),过去两年COUSINS PROPERTIES INC的营收复合增速更高(10.4% vs 6.0%)

Cousins Properties是一家公开上市的房地产投资信托(REIT),专注于亚特兰大、夏洛特、奥斯汀、菲尼克斯、坦帕及北卡罗来纳州教堂山的写字楼资产投资。公司曾开发多个知名地标项目,包括亚特兰大的CNN中心、奥姆尼体育馆、桃树中心191号大厦以及埃默里角商业综合体。

Essex Property Trust是一家公开上市的房地产投资信托企业,重点布局美国西海岸优质不动产市场,核心投资标的为加利福尼亚州及西雅图大都会区的公寓类物业,在长租公寓的投资、运营及管理领域拥有深厚的行业积累与资源优势。

CUZ vs ESS — 直观对比

营收规模更大
ESS
ESS
是对方的1.9倍
ESS
$479.6M
$255.0M
CUZ
营收增速更快
CUZ
CUZ
高出7.6%
CUZ
13.2%
5.5%
ESS
净利率更高
ESS
ESS
高出19.2%
ESS
17.9%
-1.4%
CUZ
两年增速更快
CUZ
CUZ
近两年复合增速
CUZ
10.4%
6.0%
ESS

损益表 — Q4 FY2025 vs Q4 FY2025

指标
CUZ
CUZ
ESS
ESS
营收
$255.0M
$479.6M
净利润
$-3.5M
$85.7M
毛利率
67.4%
70.0%
营业利润率
67.5%
31.7%
净利率
-1.4%
17.9%
营收同比
13.2%
5.5%
净利润同比
-125.4%
-71.6%
每股收益(稀释后)
$-0.02
$1.24

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
CUZ
CUZ
ESS
ESS
Q4 25
$255.0M
$479.6M
Q3 25
$248.3M
$473.3M
Q2 25
$240.1M
$469.8M
Q1 25
$250.3M
$464.6M
Q4 24
$225.3M
$454.5M
Q3 24
$209.2M
$450.7M
Q2 24
$213.0M
$442.4M
Q1 24
$209.2M
$426.9M
净利润
CUZ
CUZ
ESS
ESS
Q4 25
$-3.5M
$85.7M
Q3 25
$8.6M
$172.7M
Q2 25
$14.5M
$231.5M
Q1 25
$20.9M
$212.8M
Q4 24
$13.6M
$301.7M
Q3 24
$11.2M
$125.5M
Q2 24
$7.8M
$99.0M
Q1 24
$13.3M
$285.1M
毛利率
CUZ
CUZ
ESS
ESS
Q4 25
67.4%
70.0%
Q3 25
67.8%
69.2%
Q2 25
69.1%
70.7%
Q1 25
69.2%
69.6%
Q4 24
67.6%
70.0%
Q3 24
68.5%
69.5%
Q2 24
66.8%
70.8%
Q1 24
66.0%
69.7%
营业利润率
CUZ
CUZ
ESS
ESS
Q4 25
67.5%
31.7%
Q3 25
68.1%
44.5%
Q2 25
69.4%
59.5%
Q1 25
66.0%
55.3%
Q4 24
65.8%
67.0%
Q3 24
67.9%
28.6%
Q2 24
66.4%
31.1%
Q1 24
66.3%
31.0%
净利率
CUZ
CUZ
ESS
ESS
Q4 25
-1.4%
17.9%
Q3 25
3.5%
36.5%
Q2 25
6.0%
49.3%
Q1 25
8.3%
45.8%
Q4 24
6.1%
66.4%
Q3 24
5.4%
27.8%
Q2 24
3.7%
22.4%
Q1 24
6.4%
66.8%
每股收益(稀释后)
CUZ
CUZ
ESS
ESS
Q4 25
$-0.02
$1.24
Q3 25
$0.05
$2.56
Q2 25
$0.09
$3.44
Q1 25
$0.12
$3.16
Q4 24
$0.09
$4.00
Q3 24
$0.07
$1.84
Q2 24
$0.05
$1.45
Q1 24
$0.09
$4.25

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
CUZ
CUZ
ESS
ESS
现金及短期投资手头流动性
$5.7M
$76.2M
总债务越低越好
$3.3B
股东权益账面价值
$4.7B
$5.5B
总资产
$8.9B
$13.2B
负债/权益比越低杠杆越低
0.71×

8季度趋势,按日历期对齐

现金及短期投资
CUZ
CUZ
ESS
ESS
Q4 25
$5.7M
$76.2M
Q3 25
$4.7M
$66.0M
Q2 25
$416.8M
$58.7M
Q1 25
$5.3M
$98.7M
Q4 24
$7.3M
$66.8M
Q3 24
$76.1M
$71.3M
Q2 24
$6.0M
$55.2M
Q1 24
$5.5M
$499.0M
总债务
CUZ
CUZ
ESS
ESS
Q4 25
$3.3B
Q3 25
$3.3B
$6.4B
Q2 25
$3.5B
$6.4B
Q1 25
$3.0B
$6.8B
Q4 24
$3.1B
Q3 24
$2.7B
$6.4B
Q2 24
$2.6B
$6.2B
Q1 24
$2.6B
$6.6B
股东权益
CUZ
CUZ
ESS
ESS
Q4 25
$4.7B
$5.5B
Q3 25
$4.7B
$5.6B
Q2 25
$4.8B
$5.6B
Q1 25
$4.8B
$5.6B
Q4 24
$4.8B
$5.5B
Q3 24
$4.4B
$5.4B
Q2 24
$4.5B
$5.5B
Q1 24
$4.5B
$5.5B
总资产
CUZ
CUZ
ESS
ESS
Q4 25
$8.9B
$13.2B
Q3 25
$8.9B
$13.2B
Q2 25
$9.1B
$13.2B
Q1 25
$8.7B
$13.2B
Q4 24
$8.8B
$12.9B
Q3 24
$7.8B
$12.6B
Q2 24
$7.7B
$12.5B
Q1 24
$7.7B
$12.9B
负债/权益比
CUZ
CUZ
ESS
ESS
Q4 25
0.71×
Q3 25
0.70×
1.15×
Q2 25
0.73×
1.14×
Q1 25
0.63×
1.22×
Q4 24
0.64×
Q3 24
0.60×
1.18×
Q2 24
0.58×
1.13×
Q1 24
0.57×
1.19×

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
CUZ
CUZ
ESS
ESS
经营现金流最新季度
$402.3M
$1.1B
自由现金流经营现金流 - 资本支出
$135.0M
自由现金流率自由现金流/营收
53.0%
资本支出强度资本支出/营收
104.8%
现金转化率经营现金流/净利润
12.53×
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
CUZ
CUZ
ESS
ESS
Q4 25
$402.3M
$1.1B
Q3 25
$120.5M
$342.6M
Q2 25
$122.6M
$216.1M
Q1 25
$44.8M
$281.5M
Q4 24
$400.2M
$1.1B
Q3 24
$117.4M
$316.2M
Q2 24
$125.5M
$218.9M
Q1 24
$28.3M
$314.9M
自由现金流
CUZ
CUZ
ESS
ESS
Q4 25
$135.0M
Q3 25
Q2 25
Q1 25
Q4 24
$147.5M
Q3 24
Q2 24
Q1 24
自由现金流率
CUZ
CUZ
ESS
ESS
Q4 25
53.0%
Q3 25
Q2 25
Q1 25
Q4 24
65.5%
Q3 24
Q2 24
Q1 24
资本支出强度
CUZ
CUZ
ESS
ESS
Q4 25
104.8%
Q3 25
Q2 25
Q1 25
Q4 24
112.2%
Q3 24
Q2 24
Q1 24
现金转化率
CUZ
CUZ
ESS
ESS
Q4 25
12.53×
Q3 25
14.03×
1.98×
Q2 25
8.46×
0.93×
Q1 25
2.14×
1.32×
Q4 24
29.35×
3.54×
Q3 24
10.48×
2.52×
Q2 24
16.01×
2.21×
Q1 24
2.13×
1.10×

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

CUZ
CUZ

Rental Properties$253.3M99%
Fee And Other Revenue$1.7M1%
Other$1.2M0%

ESS
ESS

暂无分部数据

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