vs
Healthpeak Properties(DOC)与Huron Consulting Group Inc.(HURN)财务数据对比。点击上方公司名可切换其他公司
Healthpeak Properties的季度营收约是Huron Consulting Group Inc.的1.6倍($702.9M vs $442.0M),Healthpeak Properties净利率更高(51.6% vs 6.9%,领先44.7%),Huron Consulting Group Inc.同比增速更快(10.7% vs -6.6%),过去两年Huron Consulting Group Inc.的营收复合增速更高(10.3% 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。
休伦咨询集团是一家全球专业管理咨询服务提供商,深耕医疗健康、生命科学、商业企业及高等教育四大核心领域,为各行业客户定制适配业务发展的解决方案,助力客户优化运营效率、实现长期发展目标。
DOC vs HURN — 直观对比
营收规模更大
DOC
是对方的1.6倍
$442.0M
营收增速更快
HURN
高出17.3%
-6.6%
净利率更高
DOC
高出44.7%
6.9%
两年增速更快
HURN
近两年复合增速
0.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $702.9M | $442.0M |
| 净利润 | $363.0M | $30.7M |
| 毛利率 | — | — |
| 营业利润率 | 0.7% | 11.4% |
| 净利率 | 51.6% | 6.9% |
| 营收同比 | -6.6% | 10.7% |
| 净利润同比 | 28.3% | -9.8% |
| 每股收益(稀释后) | $0.28 | $1.71 |
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
DOC
HURN
| Q1 26 | $702.9M | — | ||
| Q4 25 | $719.4M | $442.0M | ||
| Q3 25 | $705.9M | $441.3M | ||
| Q2 25 | $694.3M | $411.8M | ||
| Q1 25 | $702.9M | $404.1M | ||
| Q4 24 | $698.0M | $399.3M | ||
| Q3 24 | $700.4M | $378.1M | ||
| Q2 24 | $695.5M | $381.0M |
净利润
DOC
HURN
| Q1 26 | $363.0M | — | ||
| Q4 25 | $114.0M | $30.7M | ||
| Q3 25 | $-117.1M | $30.4M | ||
| Q2 25 | $31.7M | $19.4M | ||
| Q1 25 | $42.8M | $24.5M | ||
| Q4 24 | $4.5M | $34.0M | ||
| Q3 24 | $85.9M | $27.1M | ||
| Q2 24 | $146.0M | $37.5M |
毛利率
DOC
HURN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 58.6% | — | ||
| Q2 25 | 60.2% | — | ||
| Q1 25 | 61.1% | — | ||
| Q4 24 | 60.3% | — | ||
| Q3 24 | 60.0% | — | ||
| Q2 24 | 60.6% | — |
营业利润率
DOC
HURN
| Q1 26 | 0.7% | — | ||
| Q4 25 | 17.4% | 11.4% | ||
| Q3 25 | 9.2% | 11.3% | ||
| Q2 25 | 5.7% | 11.1% | ||
| Q1 25 | 7.7% | 8.1% | ||
| Q4 24 | -2.2% | 11.8% | ||
| Q3 24 | 14.1% | 11.2% | ||
| Q2 24 | 22.3% | 15.6% |
净利率
DOC
HURN
| Q1 26 | 51.6% | — | ||
| Q4 25 | 73.2% | 6.9% | ||
| Q3 25 | -16.6% | 6.9% | ||
| Q2 25 | 4.6% | 4.7% | ||
| Q1 25 | 6.1% | 6.1% | ||
| Q4 24 | 0.7% | 8.5% | ||
| Q3 24 | 12.3% | 7.2% | ||
| Q2 24 | 21.0% | 9.8% |
每股收益(稀释后)
DOC
HURN
| Q1 26 | $0.28 | — | ||
| Q4 25 | $0.16 | $1.71 | ||
| Q3 25 | $-0.17 | $1.71 | ||
| Q2 25 | $0.05 | $1.09 | ||
| Q1 25 | $0.06 | $1.33 | ||
| Q4 24 | $0.02 | $1.82 | ||
| Q3 24 | $0.12 | $1.47 | ||
| Q2 24 | $0.21 | $2.03 |
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 | $24.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.8B | $528.6M |
| 总资产 | $21.6B | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
DOC
HURN
| Q1 26 | $-1.2B | — | ||
| Q4 25 | $467.5M | $24.5M | ||
| Q3 25 | $91.0M | $23.9M | ||
| Q2 25 | $89.4M | $61.0M | ||
| Q1 25 | $70.6M | $23.4M | ||
| Q4 24 | $119.8M | $21.9M | ||
| Q3 24 | $180.4M | $18.5M | ||
| Q2 24 | $106.9M | $17.6M |
总债务
DOC
HURN
| Q1 26 | — | — | ||
| Q4 25 | $9.8B | — | ||
| Q3 25 | $9.1B | — | ||
| Q2 25 | $9.0B | — | ||
| Q1 25 | $8.9B | — | ||
| Q4 24 | $8.7B | — | ||
| Q3 24 | $8.6B | — | ||
| Q2 24 | $8.6B | — |
股东权益
DOC
HURN
| Q1 26 | $7.8B | — | ||
| Q4 25 | $7.5B | $528.6M | ||
| Q3 25 | $7.6B | $499.8M | ||
| Q2 25 | $7.9B | $475.0M | ||
| Q1 25 | $8.2B | $494.3M | ||
| Q4 24 | $8.4B | $561.3M | ||
| Q3 24 | $8.6B | $522.8M | ||
| Q2 24 | $8.8B | $500.6M |
总资产
DOC
HURN
| Q1 26 | $21.6B | — | ||
| Q4 25 | $20.3B | $1.5B | ||
| Q3 25 | $19.6B | $1.5B | ||
| Q2 25 | $19.8B | $1.5B | ||
| Q1 25 | $19.8B | $1.4B | ||
| Q4 24 | $19.9B | $1.3B | ||
| Q3 24 | $20.0B | $1.3B | ||
| Q2 24 | $20.2B | $1.3B |
负债/权益比
DOC
HURN
| Q1 26 | — | — | ||
| Q4 25 | 1.31× | — | ||
| Q3 25 | 1.20× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.08× | — | ||
| Q4 24 | 1.04× | — | ||
| 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 | — | $126.4M |
| 自由现金流经营现金流 - 资本支出 | — | $123.8M |
| 自由现金流率自由现金流/营收 | — | 28.0% |
| 资本支出强度资本支出/营收 | 3.4% | 0.6% |
| 现金转化率经营现金流/净利润 | — | 4.12× |
| 过去12个月自由现金流最近4个季度 | — | $183.0M |
8季度趋势,按日历期对齐
经营现金流
DOC
HURN
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $126.4M | ||
| Q3 25 | $315.0M | $93.8M | ||
| Q2 25 | $363.5M | $80.0M | ||
| Q1 25 | $279.4M | $-106.8M | ||
| Q4 24 | $1.1B | $139.6M | ||
| Q3 24 | $318.2M | $85.2M | ||
| Q2 24 | $316.2M | $107.2M |
自由现金流
DOC
HURN
| Q1 26 | — | — | ||
| Q4 25 | $357.0M | $123.8M | ||
| Q3 25 | — | $89.8M | ||
| Q2 25 | — | $78.0M | ||
| Q1 25 | — | $-108.7M | ||
| Q4 24 | $333.7M | $137.0M | ||
| Q3 24 | — | $82.8M | ||
| Q2 24 | — | $104.7M |
自由现金流率
DOC
HURN
| Q1 26 | — | — | ||
| Q4 25 | 49.6% | 28.0% | ||
| Q3 25 | — | 20.3% | ||
| Q2 25 | — | 18.9% | ||
| Q1 25 | — | -26.9% | ||
| Q4 24 | 47.8% | 34.3% | ||
| Q3 24 | — | 21.9% | ||
| Q2 24 | — | 27.5% |
资本支出强度
DOC
HURN
| Q1 26 | 3.4% | — | ||
| Q4 25 | 124.4% | 0.6% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | 105.6% | 0.7% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 0.6% |
现金转化率
DOC
HURN
| Q1 26 | — | — | ||
| Q4 25 | 10.99× | 4.12× | ||
| Q3 25 | — | 3.08× | ||
| Q2 25 | 11.48× | 4.12× | ||
| Q1 25 | 6.52× | -4.35× | ||
| Q4 24 | 235.43× | 4.11× | ||
| Q3 24 | 3.71× | 3.14× | ||
| Q2 24 | 2.17× | 2.86× |
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% |
HURN
| Consulting And Managed Services Capability | $172.9M | 39% |
| Education | $118.7M | 27% |
| Commercial | $91.9M | 21% |
| Digital Capability | $54.6M | 12% |