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Healthpeak Properties（DOC）与ENSIGN GROUP, INC（ENSG）财务数据对比。点击上方公司名可切换其他公司
ENSIGN GROUP, INC的季度营收约是Healthpeak Properties的1.9倍（$1.3B vs $702.9M），Healthpeak Properties净利率更高（51.6% vs 7.1%，领先44.6%），ENSIGN GROUP, INC同比增速更快（19.0% vs -6.6%），过去两年ENSIGN GROUP, INC的营收复合增速更高（15.5% vs 0.5%）
Healthpeak Properties是美国医疗地产领域的房地产投资信托基金，核心投资范畴覆盖老年住宅、生命科学相关物业及医疗办公楼三类资产。公司2007年于马里兰州组建，总部设在科罗拉多州丹佛市，在尔湾、纳什维尔、旧金山均设有办事处，截至2019年12月31日共持有617处物业的权益。
Ensign Energy Services Inc.是加拿大上市油田服务提供商，成立于1987年，总部位于阿尔伯塔省卡尔加里，业务覆盖北美及全球多个市场，公司普通股在多伦多证券交易所挂牌交易，交易代码为ESI。
DOC vs ENSG — 直观对比
营收规模更大
ENSG
是对方的1.9倍
$702.9M
营收增速更快
ENSG
高出25.7%
-6.6%
净利率更高
DOC
高出44.6%
7.1%
两年增速更快
ENSG
近两年复合增速
0.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $702.9M | $1.3B |
| 净利润 | $363.0M | $95.5M |
| 毛利率 | — | 20.3% |
| 营业利润率 | 0.7% | 9.2% |
| 净利率 | 51.6% | 7.1% |
| 营收同比 | -6.6% | 19.0% |
| 净利润同比 | 28.3% | 19.8% |
| 每股收益（稀释后） | $0.28 | $1.61 |
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DOCENSG
| Q1 26 | $702.9M | — | ||
| Q4 25 | $719.4M | $1.3B | ||
| Q3 25 | $705.9M | $1.3B | ||
| Q2 25 | $694.3M | $1.2B | ||
| Q1 25 | $702.9M | $1.2B | ||
| Q4 24 | $698.0M | $1.1B | ||
| Q3 24 | $700.4M | $1.1B | ||
| Q2 24 | $695.5M | $1.0B |
净利润DOCENSG
| Q1 26 | $363.0M | — | ||
| Q4 25 | $114.0M | $95.5M | ||
| Q3 25 | $-117.1M | $83.8M | ||
| Q2 25 | $31.7M | $84.4M | ||
| Q1 25 | $42.8M | $80.3M | ||
| Q4 24 | $4.5M | $79.7M | ||
| Q3 24 | $85.9M | $78.4M | ||
| Q2 24 | $146.0M | $71.0M |
毛利率DOCENSG
| Q1 26 | — | — | ||
| Q4 25 | — | 20.3% | ||
| Q3 25 | 58.6% | 19.0% | ||
| Q2 25 | 60.2% | 20.4% | ||
| Q1 25 | 61.1% | 20.9% | ||
| Q4 24 | 60.3% | 20.8% | ||
| Q3 24 | 60.0% | 20.5% | ||
| Q2 24 | 60.6% | 20.8% |
营业利润率DOCENSG
| Q1 26 | 0.7% | — | ||
| Q4 25 | 17.4% | 9.2% | ||
| Q3 25 | 9.2% | 7.5% | ||
| Q2 25 | 5.7% | 8.5% | ||
| Q1 25 | 7.7% | 8.6% | ||
| Q4 24 | -2.2% | 8.9% | ||
| Q3 24 | 14.1% | 8.3% | ||
| Q2 24 | 22.3% | 8.3% |
净利率DOCENSG
| Q1 26 | 51.6% | — | ||
| Q4 25 | 73.2% | 7.1% | ||
| Q3 25 | -16.6% | 6.5% | ||
| Q2 25 | 4.6% | 6.9% | ||
| Q1 25 | 6.1% | 6.8% | ||
| Q4 24 | 0.7% | 7.0% | ||
| Q3 24 | 12.3% | 7.3% | ||
| Q2 24 | 21.0% | 6.9% |
每股收益（稀释后）DOCENSG
| Q1 26 | $0.28 | — | ||
| Q4 25 | $0.16 | $1.61 | ||
| Q3 25 | $-0.17 | $1.42 | ||
| Q2 25 | $0.05 | $1.44 | ||
| Q1 25 | $0.06 | $1.37 | ||
| Q4 24 | $0.02 | $1.37 | ||
| Q3 24 | $0.12 | $1.34 | ||
| Q2 24 | $0.21 | $1.22 |
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 | $-1.2B | $572.4M |
| 总债务越低越好 | — | $144.4M |
| 股东权益账面价值 | $7.8B | $2.2B |
| 总资产 | $21.6B | $5.5B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资DOCENSG
| Q1 26 | $-1.2B | — | ||
| Q4 25 | $467.5M | $572.4M | ||
| Q3 25 | $91.0M | $506.3M | ||
| Q2 25 | $89.4M | $418.4M | ||
| Q1 25 | $70.6M | $344.5M | ||
| Q4 24 | $119.8M | $526.9M | ||
| Q3 24 | $180.4M | $571.0M | ||
| Q2 24 | $106.9M | $501.5M |
总债务DOCENSG
| Q1 26 | — | — | ||
| Q4 25 | $9.8B | $144.4M | ||
| Q3 25 | $9.1B | — | ||
| Q2 25 | $9.0B | — | ||
| Q1 25 | $8.9B | — | ||
| Q4 24 | $8.7B | $148.4M | ||
| Q3 24 | $8.6B | — | ||
| Q2 24 | $8.6B | — |
股东权益DOCENSG
| Q1 26 | $7.8B | — | ||
| Q4 25 | $7.5B | $2.2B | ||
| Q3 25 | $7.6B | $2.1B | ||
| Q2 25 | $7.9B | $2.0B | ||
| Q1 25 | $8.2B | $1.9B | ||
| Q4 24 | $8.4B | $1.8B | ||
| Q3 24 | $8.6B | $1.7B | ||
| Q2 24 | $8.8B | $1.7B |
总资产DOCENSG
| Q1 26 | $21.6B | — | ||
| Q4 25 | $20.3B | $5.5B | ||
| Q3 25 | $19.6B | $5.2B | ||
| Q2 25 | $19.8B | $4.9B | ||
| Q1 25 | $19.8B | $4.8B | ||
| Q4 24 | $19.9B | $4.7B | ||
| Q3 24 | $20.0B | $4.6B | ||
| Q2 24 | $20.2B | $4.4B |
负债/权益比DOCENSG
| Q1 26 | — | — | ||
| Q4 25 | 1.31× | 0.06× | ||
| Q3 25 | 1.20× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.08× | — | ||
| Q4 24 | 1.04× | 0.08× | ||
| Q3 24 | 1.00× | — | ||
| Q2 24 | 0.98× | — |
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 | — | $183.3M |
| 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 | 3.4% | — |
| 现金转化率经营现金流/净利润 | — | 1.92× |
| 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DOCENSG
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $183.3M | ||
| Q3 25 | $315.0M | $153.0M | ||
| Q2 25 | $363.5M | $155.7M | ||
| Q1 25 | $279.4M | $72.2M | ||
| Q4 24 | $1.1B | $100.5M | ||
| Q3 24 | $318.2M | $134.5M | ||
| Q2 24 | $316.2M | $76.9M |
自由现金流DOCENSG
| Q1 26 | — | — | ||
| Q4 25 | $357.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $333.7M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率DOCENSG
| Q1 26 | — | — | ||
| Q4 25 | 49.6% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 47.8% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度DOCENSG
| Q1 26 | 3.4% | — | ||
| Q4 25 | 124.4% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 105.6% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率DOCENSG
| Q1 26 | — | — | ||
| Q4 25 | 10.99× | 1.92× | ||
| Q3 25 | — | 1.82× | ||
| Q2 25 | 11.48× | 1.85× | ||
| Q1 25 | 6.52× | 0.90× | ||
| Q4 24 | 235.43× | 1.26× | ||
| Q3 24 | 3.71× | 1.71× | ||
| Q2 24 | 2.17× | 1.08× |
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
DOC
| Outpatient Medical | $320.5M | 46% |
| Lab | $217.6M | 31% |
| Senior Housing | $148.9M | 21% |
| Other | $14.3M | 2% |
| Corporate Non-segment | $1.5M | 0% |
ENSG
| Skilled Services Segment | $1.3B | 97% |
| Standard Bearer Segment | $34.5M | 3% |
