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e.l.f. Beauty, Inc.（ELF）与MEDICAL PROPERTIES TRUST INC（MPW）财务数据对比。点击上方公司名可切换其他公司
e.l.f. Beauty, Inc.的季度营收约是MEDICAL PROPERTIES TRUST INC的1.8倍（$489.5M vs $270.3M），e.l.f. Beauty, Inc.净利率更高（8.0% vs 6.5%，领先1.5%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs 16.6%）
e.l.f. Beauty是美国知名彩妆品牌，2004年创立，总部位于加利福尼亚州奥克兰。品牌产品线丰富，涵盖沐浴护肤产品、矿物彩妆、专业美妆工具、眼线笔、口红、腮红、睫毛膏等多个品类，产品销往全球18个国家，入驻Target、沃尔玛等主流零售渠道，过半营收来自品牌官网。
Medical Properties Trust, Inc.（MPT）是一家总部位于美国阿拉巴马州伯明翰的跨国房地产投资信托基金（REIT），主要在美欧地区收购、投资医疗保健设施与营利性医疗控股公司，资产收购多采用售后回租模式，原业主出售资产后成为其租户，租户通常需签署长期三净租赁协议。
ELF vs MPW — 直观对比
营收规模更大
ELF
是对方的1.8倍
$270.3M
营收增速更快
ELF
高出21.2%
16.6%
净利率更高
ELF
高出1.5%
6.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $270.3M |
| 净利润 | $39.4M | $17.6M |
| 毛利率 | 71.0% | 95.8% |
| 营业利润率 | 13.8% | 9.7% |
| 净利率 | 8.0% | 6.5% |
| 营收同比 | 37.8% | 16.6% |
| 净利润同比 | 128.1% | 104.3% |
| 每股收益（稀释后） | $0.65 | $0.03 |
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ELFMPW
| Q4 25 | $489.5M | $270.3M | ||
| Q3 25 | $343.9M | $237.5M | ||
| Q2 25 | $353.7M | $240.4M | ||
| Q1 25 | — | $223.8M | ||
| Q4 24 | — | $231.8M | ||
| Q3 24 | — | $225.8M | ||
| Q2 24 | — | $266.6M | ||
| Q1 24 | — | $271.3M |
净利润ELFMPW
| Q4 25 | $39.4M | $17.6M | ||
| Q3 25 | $3.0M | $-77.7M | ||
| Q2 25 | $33.3M | $-98.4M | ||
| Q1 25 | — | $-118.3M | ||
| Q4 24 | — | $-412.3M | ||
| Q3 24 | — | $-801.2M | ||
| Q2 24 | — | $-320.6M | ||
| Q1 24 | — | $-875.6M |
毛利率ELFMPW
| Q4 25 | 71.0% | 95.8% | ||
| Q3 25 | 69.4% | — | ||
| Q2 25 | 69.1% | 91.8% | ||
| Q1 25 | — | 63.6% | ||
| Q4 24 | — | 90.9% | ||
| Q3 24 | — | 96.5% | ||
| Q2 24 | — | 98.4% | ||
| Q1 24 | — | 84.9% |
营业利润率ELFMPW
| Q4 25 | 13.8% | 9.7% | ||
| Q3 25 | 2.2% | -28.0% | ||
| Q2 25 | 13.8% | -36.7% | ||
| Q1 25 | — | -48.5% | ||
| Q4 24 | — | -173.7% | ||
| Q3 24 | — | -350.7% | ||
| Q2 24 | — | -114.5% | ||
| Q1 24 | — | -318.6% |
净利率ELFMPW
| Q4 25 | 8.0% | 6.5% | ||
| Q3 25 | 0.9% | -32.7% | ||
| Q2 25 | 9.4% | -40.9% | ||
| Q1 25 | — | -52.8% | ||
| Q4 24 | — | -177.8% | ||
| Q3 24 | — | -354.8% | ||
| Q2 24 | — | -120.3% | ||
| Q1 24 | — | -322.7% |
每股收益（稀释后）ELFMPW
| Q4 25 | $0.65 | $0.03 | ||
| Q3 25 | $0.05 | $-0.13 | ||
| Q2 25 | $0.58 | $-0.16 | ||
| Q1 25 | — | $-0.20 | ||
| Q4 24 | — | $-0.68 | ||
| Q3 24 | — | $-1.34 | ||
| Q2 24 | — | $-0.54 | ||
| Q1 24 | — | $-1.46 |
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 | $196.8M | $540.9M |
| 总债务越低越好 | $816.7M | $9.7B |
| 股东权益账面价值 | $1.2B | $4.6B |
| 总资产 | $2.3B | $15.0B |
| 负债/权益比越低杠杆越低 | 0.70× | 2.11× |
8季度趋势，按日历期对齐
现金及短期投资ELFMPW
| Q4 25 | $196.8M | $540.9M | ||
| Q3 25 | $194.4M | $396.6M | ||
| Q2 25 | $170.0M | $509.8M | ||
| Q1 25 | — | $673.5M | ||
| Q4 24 | — | $332.3M | ||
| Q3 24 | — | $275.6M | ||
| Q2 24 | — | $606.5M | ||
| Q1 24 | — | $224.3M |
总债务ELFMPW
| Q4 25 | $816.7M | $9.7B | ||
| Q3 25 | $831.6M | $9.6B | ||
| Q2 25 | $256.7M | $9.6B | ||
| Q1 25 | — | $9.5B | ||
| Q4 24 | — | $8.8B | ||
| Q3 24 | — | $9.2B | ||
| Q2 24 | — | $9.4B | ||
| Q1 24 | — | $10.1B |
股东权益ELFMPW
| Q4 25 | $1.2B | $4.6B | ||
| Q3 25 | $1.1B | $4.7B | ||
| Q2 25 | $804.9M | $4.8B | ||
| Q1 25 | — | $4.8B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $5.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | $6.7B |
总资产ELFMPW
| Q4 25 | $2.3B | $15.0B | ||
| Q3 25 | $2.3B | $14.9B | ||
| Q2 25 | $1.3B | $15.2B | ||
| Q1 25 | — | $14.9B | ||
| Q4 24 | — | $14.3B | ||
| Q3 24 | — | $15.2B | ||
| Q2 24 | — | $16.2B | ||
| Q1 24 | — | $17.3B |
负债/权益比ELFMPW
| Q4 25 | 0.70× | 2.11× | ||
| Q3 25 | 0.73× | 2.06× | ||
| Q2 25 | 0.32× | 2.00× | ||
| Q1 25 | — | 1.99× | ||
| Q4 24 | — | 1.83× | ||
| Q3 24 | — | 1.69× | ||
| Q2 24 | — | 1.51× | ||
| Q1 24 | — | 1.51× |
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 | $59.4M | $230.8M |
| 自由现金流经营现金流 - 资本支出 | $52.8M | — |
| 自由现金流率自由现金流/营收 | 10.8% | — |
| 资本支出强度资本支出/营收 | 1.4% | — |
| 现金转化率经营现金流/净利润 | 1.51× | 13.11× |
| 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ELFMPW
| Q4 25 | $59.4M | $230.8M | ||
| Q3 25 | $23.4M | $18.6M | ||
| Q2 25 | $27.2M | $51.7M | ||
| Q1 25 | — | $384.0K | ||
| Q4 24 | — | $245.5M | ||
| Q3 24 | — | $59.2M | ||
| Q2 24 | — | $35.3M | ||
| Q1 24 | — | $74.3M |
自由现金流ELFMPW
| Q4 25 | $52.8M | — | ||
| Q3 25 | $16.6M | — | ||
| Q2 25 | $20.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率ELFMPW
| Q4 25 | 10.8% | — | ||
| Q3 25 | 4.8% | — | ||
| Q2 25 | 5.7% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度ELFMPW
| Q4 25 | 1.4% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率ELFMPW
| Q4 25 | 1.51× | 13.11× | ||
| Q3 25 | 7.82× | — | ||
| Q2 25 | 0.82× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
