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Healthpeak Properties（DOC）与STANDARD MOTOR PRODUCTS, INC.（SMP）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STANDARD MOTOR PRODUCTS, INC.的1.9倍（$719.4M vs $385.1M），Healthpeak Properties净利率更高（73.2% vs 2.0%，领先71.1%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs 3.1%），Healthpeak Properties自由现金流更多（$357.0M vs $-37.6M），过去两年Healthpeak Properties的营收复合增速更高（8.9% vs 7.8%）
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。
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
DOC vs SMP — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $719.4M | $385.1M |
| 净利润 | $114.0M | $7.9M |
| 毛利率 | — | 31.7% |
| 营业利润率 | 17.4% | 5.6% |
| 净利率 | 73.2% | 2.0% |
| 营收同比 | 3.1% | 12.2% |
| 净利润同比 | 2406.4% | 457.9% |
| 每股收益（稀释后） | $0.16 | $0.34 |
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
| Q4 25 | $719.4M | $385.1M | ||
| Q3 25 | $705.9M | $498.8M | ||
| Q2 25 | $694.3M | $493.9M | ||
| Q1 25 | $702.9M | $413.4M | ||
| Q4 24 | $698.0M | $343.4M | ||
| Q3 24 | $700.4M | $399.3M | ||
| Q2 24 | $695.5M | $389.8M | ||
| Q1 24 | $606.6M | $331.4M |
| Q4 25 | $114.0M | $7.9M | ||
| Q3 25 | $-117.1M | $-4.3M | ||
| Q2 25 | $31.7M | $25.2M | ||
| Q1 25 | $42.8M | $12.6M | ||
| Q4 24 | $4.5M | $-2.2M | ||
| Q3 24 | $85.9M | $3.8M | ||
| Q2 24 | $146.0M | $17.1M | ||
| Q1 24 | $6.7M | $8.8M |
| Q4 25 | — | 31.7% | ||
| Q3 25 | 58.6% | 32.4% | ||
| Q2 25 | 60.2% | 30.6% | ||
| Q1 25 | 61.1% | 30.2% | ||
| Q4 24 | 60.3% | 29.4% | ||
| Q3 24 | 60.0% | 30.4% | ||
| Q2 24 | 60.6% | 28.6% | ||
| Q1 24 | 59.8% | 27.0% |
| Q4 25 | 17.4% | 5.6% | ||
| Q3 25 | 9.2% | 9.5% | ||
| Q2 25 | 5.7% | 8.7% | ||
| Q1 25 | 7.7% | 5.9% | ||
| Q4 24 | -2.2% | 1.1% | ||
| Q3 24 | 14.1% | 9.3% | ||
| Q2 24 | 22.3% | 6.4% | ||
| Q1 24 | 3.7% | 4.4% |
| Q4 25 | 73.2% | 2.0% | ||
| Q3 25 | -16.6% | -0.9% | ||
| Q2 25 | 4.6% | 5.1% | ||
| Q1 25 | 6.1% | 3.0% | ||
| Q4 24 | 0.7% | -0.6% | ||
| Q3 24 | 12.3% | 1.0% | ||
| Q2 24 | 21.0% | 4.4% | ||
| Q1 24 | 1.1% | 2.7% |
| Q4 25 | $0.16 | $0.34 | ||
| Q3 25 | $-0.17 | $-0.19 | ||
| Q2 25 | $0.05 | $1.13 | ||
| Q1 25 | $0.06 | $0.56 | ||
| Q4 24 | $0.02 | $-0.09 | ||
| Q3 24 | $0.12 | $0.17 | ||
| Q2 24 | $0.21 | $0.77 | ||
| Q1 24 | $0.01 | $0.39 |
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 | $467.5M | — |
| 总债务越低越好 | $9.8B | $618.7M |
| 股东权益账面价值 | $7.5B | $683.7M |
| 总资产 | $20.3B | $2.0B |
| 负债/权益比越低杠杆越低 | 1.31× | 0.90× |
8季度趋势，按日历期对齐
| Q4 25 | $467.5M | — | ||
| Q3 25 | $91.0M | $87.2M | ||
| Q2 25 | $89.4M | $58.8M | ||
| Q1 25 | $70.6M | $50.3M | ||
| Q4 24 | $119.8M | $44.4M | ||
| Q3 24 | $180.4M | $26.3M | ||
| Q2 24 | $106.9M | $26.2M | ||
| Q1 24 | $101.8M | $27.1M |
| Q4 25 | $9.8B | $618.7M | ||
| Q3 25 | $9.1B | $589.5M | ||
| Q2 25 | $9.0B | $636.6M | ||
| Q1 25 | $8.9B | $650.6M | ||
| Q4 24 | $8.7B | $562.3M | ||
| Q3 24 | $8.6B | $142.8M | ||
| Q2 24 | $8.6B | $208.2M | ||
| Q1 24 | $8.8B | $214.9M |
| Q4 25 | $7.5B | $683.7M | ||
| Q3 25 | $7.6B | $677.4M | ||
| Q2 25 | $7.9B | $688.6M | ||
| Q1 25 | $8.2B | $638.0M | ||
| Q4 24 | $8.4B | $615.7M | ||
| Q3 24 | $8.6B | $638.8M | ||
| Q2 24 | $8.8B | $640.0M | ||
| Q1 24 | $8.9B | $639.1M |
| Q4 25 | $20.3B | $2.0B | ||
| Q3 25 | $19.6B | $2.0B | ||
| Q2 25 | $19.8B | $2.0B | ||
| Q1 25 | $19.8B | $1.9B | ||
| Q4 24 | $19.9B | $1.8B | ||
| Q3 24 | $20.0B | $1.4B | ||
| Q2 24 | $20.2B | $1.4B | ||
| Q1 24 | $20.5B | $1.4B |
| Q4 25 | 1.31× | 0.90× | ||
| Q3 25 | 1.20× | 0.87× | ||
| Q2 25 | 1.14× | 0.92× | ||
| Q1 25 | 1.08× | 1.02× | ||
| Q4 24 | 1.04× | 0.91× | ||
| Q3 24 | 1.00× | 0.22× | ||
| Q2 24 | 0.98× | 0.33× | ||
| Q1 24 | 0.99× | 0.34× |
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 | $1.3B | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $357.0M | $-37.6M |
| 自由现金流率自由现金流/营收 | 49.6% | -9.8% |
| 资本支出强度资本支出/营收 | 124.4% | 2.4% |
| 现金转化率经营现金流/净利润 | 10.99× | -3.59× |
| 过去12个月自由现金流最近4个季度 | — | $18.7M |
8季度趋势，按日历期对齐
| Q4 25 | $1.3B | $-28.2M | ||
| Q3 25 | $315.0M | $91.6M | ||
| Q2 25 | $363.5M | $54.3M | ||
| Q1 25 | $279.4M | $-60.2M | ||
| Q4 24 | $1.1B | $-1.5M | ||
| Q3 24 | $318.2M | $88.3M | ||
| Q2 24 | $316.2M | $35.6M | ||
| Q1 24 | $152.6M | $-45.7M |
| Q4 25 | $357.0M | $-37.6M | ||
| Q3 25 | — | $81.5M | ||
| Q2 25 | — | $44.2M | ||
| Q1 25 | — | $-69.4M | ||
| Q4 24 | $333.7M | $-11.4M | ||
| Q3 24 | — | $77.1M | ||
| Q2 24 | — | $22.7M | ||
| Q1 24 | — | $-55.8M |
| Q4 25 | 49.6% | -9.8% | ||
| Q3 25 | — | 16.3% | ||
| Q2 25 | — | 8.9% | ||
| Q1 25 | — | -16.8% | ||
| Q4 24 | 47.8% | -3.3% | ||
| Q3 24 | — | 19.3% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | -16.8% |
| Q4 25 | 124.4% | 2.4% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | 105.6% | 2.9% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | 3.3% | ||
| Q1 24 | — | 3.0% |
| Q4 25 | 10.99× | -3.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | 11.48× | 2.15× | ||
| Q1 25 | 6.52× | -4.79× | ||
| Q4 24 | 235.43× | — | ||
| Q3 24 | 3.71× | 23.19× | ||
| Q2 24 | 2.17× | 2.09× | ||
| Q1 24 | 22.85× | -5.18× |
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
暂无分部数据
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
