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e.l.f. Beauty, Inc.（ELF）与W. P. Carey Inc.（WPC）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W. P. Carey Inc.的1.1倍（$489.5M vs $444.5M），W. P. Carey Inc.净利率更高（33.4% vs 8.0%，领先25.3%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs 9.4%）
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。
W.P.凯里是一家房地产投资信托企业，主打投资以三净租赁模式租予单一租户的物业。公司注册地位于美国马里兰州，核心办公地点设在纽约市，深耕商业地产投资领域，拥有成熟的运营经验与优质的项目资源。
ELF vs WPC — 直观对比
营收规模更大
ELF
是对方的1.1倍
$444.5M
营收增速更快
ELF
高出28.3%
9.4%
净利率更高
WPC
高出25.3%
8.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $444.5M |
| 净利润 | $39.4M | $148.3M |
| 毛利率 | 71.0% | — |
| 营业利润率 | 13.8% | 34.5% |
| 净利率 | 8.0% | 33.4% |
| 营收同比 | 37.8% | 9.4% |
| 净利润同比 | 128.1% | 215.4% |
| 每股收益（稀释后） | $0.65 | — |
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ELFWPC
| Q4 25 | $489.5M | $444.5M | ||
| Q3 25 | $343.9M | $431.3M | ||
| Q2 25 | $353.7M | $430.8M | ||
| Q1 25 | — | $409.9M | ||
| Q4 24 | — | $406.2M | ||
| Q3 24 | — | $397.4M | ||
| Q2 24 | — | $389.7M | ||
| Q1 24 | — | $389.8M |
净利润ELFWPC
| Q4 25 | $39.4M | $148.3M | ||
| Q3 25 | $3.0M | $141.0M | ||
| Q2 25 | $33.3M | $51.2M | ||
| Q1 25 | — | $125.8M | ||
| Q4 24 | — | $47.0M | ||
| Q3 24 | — | $111.7M | ||
| Q2 24 | — | $142.9M | ||
| Q1 24 | — | $159.2M |
毛利率ELFWPC
| Q4 25 | 71.0% | — | ||
| Q3 25 | 69.4% | — | ||
| Q2 25 | 69.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率ELFWPC
| Q4 25 | 13.8% | 34.5% | ||
| Q3 25 | 2.2% | 34.7% | ||
| Q2 25 | 13.8% | 15.0% | ||
| Q1 25 | — | 33.5% | ||
| Q4 24 | — | 13.5% | ||
| Q3 24 | — | 30.4% | ||
| Q2 24 | — | 38.3% | ||
| Q1 24 | — | 43.0% |
净利率ELFWPC
| Q4 25 | 8.0% | 33.4% | ||
| Q3 25 | 0.9% | 32.7% | ||
| Q2 25 | 9.4% | 11.9% | ||
| Q1 25 | — | 30.7% | ||
| Q4 24 | — | 11.6% | ||
| Q3 24 | — | 28.1% | ||
| Q2 24 | — | 36.7% | ||
| Q1 24 | — | 40.8% |
每股收益（稀释后）ELFWPC
| Q4 25 | $0.65 | — | ||
| Q3 25 | $0.05 | — | ||
| Q2 25 | $0.58 | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $155.3M |
| 总债务越低越好 | $816.7M | $8.7B |
| 股东权益账面价值 | $1.2B | $8.1B |
| 总资产 | $2.3B | $18.0B |
| 负债/权益比越低杠杆越低 | 0.70× | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资ELFWPC
| Q4 25 | $196.8M | $155.3M | ||
| Q3 25 | $194.4M | $249.0M | ||
| Q2 25 | $170.0M | $244.8M | ||
| Q1 25 | — | $187.8M | ||
| Q4 24 | — | $640.4M | ||
| Q3 24 | — | $818.2M | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $777.0M |
总债务ELFWPC
| Q4 25 | $816.7M | $8.7B | ||
| Q3 25 | $831.6M | $8.7B | ||
| Q2 25 | $256.7M | $8.6B | ||
| Q1 25 | — | $7.9B | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | — | $8.0B | ||
| Q2 24 | — | $8.1B | ||
| Q1 24 | — | $7.9B |
股东权益ELFWPC
| Q4 25 | $1.2B | $8.1B | ||
| Q3 25 | $1.1B | $8.2B | ||
| Q2 25 | $804.9M | $8.2B | ||
| Q1 25 | — | $8.4B | ||
| Q4 24 | — | $8.4B | ||
| Q3 24 | — | $8.6B | ||
| Q2 24 | — | $8.6B | ||
| Q1 24 | — | $8.7B |
总资产ELFWPC
| Q4 25 | $2.3B | $18.0B | ||
| Q3 25 | $2.3B | $18.0B | ||
| Q2 25 | $1.3B | $18.0B | ||
| Q1 25 | — | $17.3B | ||
| Q4 24 | — | $17.5B | ||
| Q3 24 | — | $17.6B | ||
| Q2 24 | — | $17.8B | ||
| Q1 24 | — | $17.6B |
负债/权益比ELFWPC
| Q4 25 | 0.70× | 1.07× | ||
| Q3 25 | 0.73× | 1.06× | ||
| Q2 25 | 0.32× | 1.05× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | — | 0.95× | ||
| Q3 24 | — | 0.93× | ||
| Q2 24 | — | 0.94× | ||
| 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 | $59.4M | $304.6M |
| 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× | 2.05× |
| 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ELFWPC
| Q4 25 | $59.4M | $304.6M | ||
| Q3 25 | $23.4M | $300.5M | ||
| Q2 25 | $27.2M | $404.0M | ||
| Q1 25 | — | $273.2M | ||
| Q4 24 | — | $296.3M | ||
| Q3 24 | — | $280.2M | ||
| Q2 24 | — | $221.0M | ||
| Q1 24 | — | $1.0B |
自由现金流ELFWPC
| 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ELFWPC
| 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ELFWPC
| 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ELFWPC
| Q4 25 | 1.51× | 2.05× | ||
| Q3 25 | 7.82× | 2.13× | ||
| Q2 25 | 0.82× | 7.89× | ||
| Q1 25 | — | 2.17× | ||
| Q4 24 | — | 6.30× | ||
| Q3 24 | — | 2.51× | ||
| Q2 24 | — | 1.55× | ||
| Q1 24 | — | 6.50× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
