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美国艺电(EA)与Public Storage(PSA)财务数据对比。点击上方公司名可切换其他公司
美国艺电的季度营收约是Public Storage的1.6倍($1.9B vs $1.2B),Public Storage净利率更高(41.7% vs 4.6%,领先37.1%),Public Storage同比增速更快(3.3% vs 1.0%),过去两年美国艺电的营收复合增速更高(3.4% vs 2.5%)
美国艺电(EA)是总部位于美国加利福尼亚州雷德伍德城的电子游戏企业,1982年5月由前苹果员工特里普·霍金斯创立。作为早期家用电脑游戏行业的先驱,公司将旗下游戏设计师与程序员称作“软件艺术家”,是全球知名的游戏厂商。
Public Storage总部位于美国加利福尼亚州格伦代尔,是主营自助仓储业务的房地产投资信托,也是美国最大的自助仓储服务品牌,持有美国约9%的自助仓储面积。截至2024年12月31日,公司运营3073处自助仓储设施,总可出租净面积达2.21亿平方英尺。
EA vs PSA — 直观对比
营收规模更大
EA
是对方的1.6倍
$1.2B
营收增速更快
PSA
高出2.3%
1.0%
净利率更高
PSA
高出37.1%
4.6%
两年增速更快
EA
近两年复合增速
2.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.9B | $1.2B |
| 净利润 | $88.0M | $507.1M |
| 毛利率 | 73.8% | — |
| 营业利润率 | 6.7% | 40.7% |
| 净利率 | 4.6% | 41.7% |
| 营收同比 | 1.0% | 3.3% |
| 净利润同比 | -70.0% | -17.5% |
| 每股收益(稀释后) | $0.35 | $2.59 |
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
EA
PSA
| Q4 25 | $1.9B | $1.2B | ||
| Q3 25 | $1.8B | $1.2B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.9B | $1.2B | ||
| Q4 24 | $1.9B | $1.2B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $1.7B | $1.2B | ||
| Q1 24 | $1.8B | $1.2B |
净利润
EA
PSA
| Q4 25 | $88.0M | $507.1M | ||
| Q3 25 | $137.0M | $511.1M | ||
| Q2 25 | $201.0M | $358.4M | ||
| Q1 25 | $254.0M | $407.8M | ||
| Q4 24 | $293.0M | $614.6M | ||
| Q3 24 | $294.0M | $430.3M | ||
| Q2 24 | $280.0M | $518.1M | ||
| Q1 24 | $182.0M | $508.9M |
毛利率
EA
PSA
| Q4 25 | 73.8% | — | ||
| Q3 25 | 75.9% | — | ||
| Q2 25 | 83.3% | — | ||
| Q1 25 | 80.6% | — | ||
| Q4 24 | 75.8% | — | ||
| Q3 24 | 77.5% | — | ||
| Q2 24 | 84.2% | — | ||
| Q1 24 | 79.9% | — |
营业利润率
EA
PSA
| Q4 25 | 6.7% | 40.7% | ||
| Q3 25 | 10.9% | 42.3% | ||
| Q2 25 | 16.2% | 30.4% | ||
| Q1 25 | 20.8% | 34.8% | ||
| Q4 24 | 20.0% | 52.4% | ||
| Q3 24 | 19.0% | 36.7% | ||
| Q2 24 | 21.9% | 44.6% | ||
| Q1 24 | 13.2% | 44.3% |
净利率
EA
PSA
| Q4 25 | 4.6% | 41.7% | ||
| Q3 25 | 7.4% | 41.8% | ||
| Q2 25 | 12.0% | 29.8% | ||
| Q1 25 | 13.4% | 34.5% | ||
| Q4 24 | 15.6% | 52.2% | ||
| Q3 24 | 14.5% | 36.2% | ||
| Q2 24 | 16.9% | 44.2% | ||
| Q1 24 | 10.2% | 44.0% |
每股收益(稀释后)
EA
PSA
| Q4 25 | $0.35 | $2.59 | ||
| Q3 25 | $0.54 | $2.62 | ||
| Q2 25 | $0.79 | $1.76 | ||
| Q1 25 | $0.99 | $2.04 | ||
| Q4 24 | $1.11 | $3.22 | ||
| Q3 24 | $1.11 | $2.16 | ||
| Q2 24 | $1.04 | $2.66 | ||
| Q1 24 | $0.67 | $2.60 |
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 | $2.8B | $318.1M |
| 总债务越低越好 | — | $10.3B |
| 股东权益账面价值 | $6.2B | $9.2B |
| 总资产 | $13.3B | $20.2B |
| 负债/权益比越低杠杆越低 | — | 1.11× |
8季度趋势,按日历期对齐
现金及短期投资
EA
PSA
| Q4 25 | $2.8B | $318.1M | ||
| Q3 25 | $1.1B | $296.5M | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $2.1B | $287.2M | ||
| Q4 24 | $2.8B | $447.4M | ||
| Q3 24 | $2.2B | $599.0M | ||
| Q2 24 | $2.4B | $542.3M | ||
| Q1 24 | $2.9B | $271.6M |
总债务
EA
PSA
| Q4 25 | — | $10.3B | ||
| Q3 25 | — | $10.0B | ||
| Q2 25 | — | $10.4B | ||
| Q1 25 | — | $9.4B | ||
| Q4 24 | — | $9.4B | ||
| Q3 24 | — | $9.5B | ||
| Q2 24 | — | $9.4B | ||
| Q1 24 | — | $9.1B |
股东权益
EA
PSA
| Q4 25 | $6.2B | $9.2B | ||
| Q3 25 | $6.0B | $9.3B | ||
| Q2 25 | $6.1B | $9.4B | ||
| Q1 25 | $6.4B | $9.6B | ||
| Q4 24 | $7.4B | $9.7B | ||
| Q3 24 | $7.4B | $9.6B | ||
| Q2 24 | $7.4B | $9.7B | ||
| Q1 24 | $7.5B | $9.9B |
总资产
EA
PSA
| Q4 25 | $13.3B | $20.2B | ||
| Q3 25 | $11.9B | $20.1B | ||
| Q2 25 | $11.7B | $20.5B | ||
| Q1 25 | $12.4B | $19.6B | ||
| Q4 24 | $13.5B | $19.8B | ||
| Q3 24 | $13.1B | $19.8B | ||
| Q2 24 | $12.7B | $19.8B | ||
| Q1 24 | $13.4B | $19.6B |
负债/权益比
EA
PSA
| Q4 25 | — | 1.11× | ||
| Q3 25 | — | 1.08× | ||
| Q2 25 | — | 1.11× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | 0.96× | ||
| Q3 24 | — | 0.99× | ||
| Q2 24 | — | 0.97× | ||
| Q1 24 | — | 0.91× |
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 | $1.8B | $733.6M |
| 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 | 20.75× | 1.45× |
| 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
EA
PSA
| Q4 25 | $1.8B | $733.6M | ||
| Q3 25 | $130.0M | $875.1M | ||
| Q2 25 | $17.0M | $872.7M | ||
| Q1 25 | $549.0M | $705.1M | ||
| Q4 24 | $1.2B | $768.6M | ||
| Q3 24 | $234.0M | $798.8M | ||
| Q2 24 | $120.0M | $895.3M | ||
| Q1 24 | $580.0M | $665.6M |
现金转化率
EA
PSA
| Q4 25 | 20.75× | 1.45× | ||
| Q3 25 | 0.95× | 1.71× | ||
| Q2 25 | 0.08× | 2.43× | ||
| Q1 25 | 2.16× | 1.73× | ||
| Q4 24 | 4.01× | 1.25× | ||
| Q3 24 | 0.80× | 1.86× | ||
| Q2 24 | 0.43× | 1.73× | ||
| Q1 24 | 3.19× | 1.31× |
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
EA
| Live Services And Other Net Revenue | $1.3B | 67% |
| PC And Other Net Revenue | $465.0M | 24% |
| Packaged Goods Net Revenue | $86.0M | 5% |
| Other | $56.0M | 3% |
| Estimated Service Offering Period | $25.0M | 1% |
PSA
| Self Storage Operations | $1.1B | 93% |
| Ancillary Operations | $86.9M | 7% |