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DORCHESTER MINERALS, L.P.(DMLP)与牛津地产(IIPR)财务数据对比。点击上方公司名可切换其他公司
牛津地产的季度营收约是DORCHESTER MINERALS, L.P.的1.6倍($66.7M vs $41.9M),牛津地产净利率更高(47.8% vs 38.7%,领先9.1%),DORCHESTER MINERALS, L.P.同比增速更快(5.4% vs -13.1%),过去两年DORCHESTER MINERALS, L.P.的营收复合增速更高(16.2% vs -6.0%)
多切斯特矿业有限合伙是一家总部位于美国的上市有限合伙企业,主要收购、持有及管理油气相关的特许权权益、净利润权益、矿产产权等多元化资产组合,资产覆盖美国多个核心陆上油气产区,为合伙份额持有人提供稳定的现金流回报。
牛津地产是一家加拿大跨国企业,业务涵盖房地产投资、开发与物业管理。其投资组合包含写字楼、零售、工业、多户住宅、生命科学及酒店类资产。该公司1960年以私营企业形式创立,自2003年起成为安大略省市政雇员退休系统(OMERS)的全资子公司,总部设于多伦多,在纽约、伦敦、澳大利亚、新加坡及卢森堡均设有区域总部。
DMLP vs IIPR — 直观对比
营收规模更大
IIPR
是对方的1.6倍
$41.9M
营收增速更快
DMLP
高出18.5%
-13.1%
净利率更高
IIPR
高出9.1%
38.7%
两年增速更快
DMLP
近两年复合增速
-6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $41.9M | $66.7M |
| 净利润 | $16.2M | $31.8M |
| 毛利率 | — | — |
| 营业利润率 | — | 47.8% |
| 净利率 | 38.7% | 47.8% |
| 营收同比 | 5.4% | -13.1% |
| 净利润同比 | 13.7% | -20.4% |
| 每股收益(稀释后) | — | $1.07 |
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
DMLP
IIPR
| Q4 25 | $41.9M | $66.7M | ||
| Q3 25 | $35.4M | $64.7M | ||
| Q2 25 | $32.4M | $62.9M | ||
| Q1 25 | $43.2M | $71.7M | ||
| Q4 24 | $39.7M | $76.7M | ||
| Q3 24 | $53.5M | $76.5M | ||
| Q2 24 | $37.4M | $79.8M | ||
| Q1 24 | $31.0M | $75.5M |
净利润
DMLP
IIPR
| Q4 25 | $16.2M | $31.8M | ||
| Q3 25 | $11.2M | $29.3M | ||
| Q2 25 | $12.3M | $26.0M | ||
| Q1 25 | $17.6M | $31.1M | ||
| Q4 24 | $14.2M | $40.0M | ||
| Q3 24 | $36.4M | $40.2M | ||
| Q2 24 | $23.6M | $42.0M | ||
| Q1 24 | $18.2M | $39.4M |
营业利润率
DMLP
IIPR
| Q4 25 | — | 47.8% | ||
| Q3 25 | — | 45.5% | ||
| Q2 25 | — | 45.9% | ||
| Q1 25 | — | 47.4% | ||
| Q4 24 | — | 54.7% | ||
| Q3 24 | — | 54.8% | ||
| Q2 24 | — | 53.1% | ||
| Q1 24 | — | 55.7% |
净利率
DMLP
IIPR
| Q4 25 | 38.7% | 47.8% | ||
| Q3 25 | 31.5% | 45.3% | ||
| Q2 25 | 38.1% | 41.4% | ||
| Q1 25 | 40.9% | 43.3% | ||
| Q4 24 | 35.9% | 52.2% | ||
| Q3 24 | 68.1% | 52.6% | ||
| Q2 24 | 63.2% | 52.6% | ||
| Q1 24 | 58.6% | 52.3% |
每股收益(稀释后)
DMLP
IIPR
| Q4 25 | — | $1.07 | ||
| Q3 25 | — | $0.97 | ||
| Q2 25 | — | $0.86 | ||
| Q1 25 | — | $1.03 | ||
| Q4 24 | — | $1.35 | ||
| Q3 24 | — | $1.37 | ||
| Q2 24 | — | $1.44 | ||
| Q1 24 | — | $1.36 |
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 | $41.9M | $47.6M |
| 总债务越低越好 | — | $393.7M |
| 股东权益账面价值 | — | $1.8B |
| 总资产 | $309.6M | $2.4B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势,按日历期对齐
现金及短期投资
DMLP
IIPR
| Q4 25 | $41.9M | $47.6M | ||
| Q3 25 | $41.6M | $41.9M | ||
| Q2 25 | $36.5M | $104.9M | ||
| Q1 25 | $41.5M | $133.3M | ||
| Q4 24 | $42.5M | $151.2M | ||
| Q3 24 | $56.5M | $172.4M | ||
| Q2 24 | $35.2M | $160.9M | ||
| Q1 24 | $37.7M | $173.5M |
总债务
DMLP
IIPR
| Q4 25 | — | $393.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
DMLP
IIPR
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.9B | ||
| Q1 24 | — | $2.0B |
总资产
DMLP
IIPR
| Q4 25 | $309.6M | $2.4B | ||
| Q3 25 | $330.4M | $2.3B | ||
| Q2 25 | $325.6M | $2.3B | ||
| Q1 25 | $349.0M | $2.4B | ||
| Q4 24 | $366.8M | $2.4B | ||
| Q3 24 | $403.4M | $2.4B | ||
| Q2 24 | $176.0M | $2.4B | ||
| Q1 24 | $184.8M | $2.4B |
负债/权益比
DMLP
IIPR
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $34.3M | $198.2M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.12× | 6.22× |
| 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
DMLP
IIPR
| Q4 25 | $34.3M | $198.2M | ||
| Q3 25 | $34.3M | $45.6M | ||
| Q2 25 | $30.5M | $48.4M | ||
| Q1 25 | $33.4M | $54.2M | ||
| Q4 24 | $31.5M | $258.4M | ||
| Q3 24 | $43.7M | $64.9M | ||
| Q2 24 | $29.4M | $64.2M | ||
| Q1 24 | $28.0M | $71.6M |
现金转化率
DMLP
IIPR
| Q4 25 | 2.12× | 6.22× | ||
| Q3 25 | 3.07× | 1.56× | ||
| Q2 25 | 2.47× | 1.86× | ||
| Q1 25 | 1.89× | 1.75× | ||
| Q4 24 | 2.21× | 6.46× | ||
| Q3 24 | 1.20× | 1.61× | ||
| Q2 24 | 1.25× | 1.53× | ||
| Q1 24 | 1.54× | 1.82× |
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
DMLP
| Royalties | $34.0M | 81% |
| Other | $7.8M | 19% |
IIPR
暂无分部数据