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ENSIGN GROUP, INC（ENSG）与NATIONAL HEALTHCARE CORP（NHC）财务数据对比。点击上方公司名可切换其他公司
ENSIGN GROUP, INC的季度营收约是NATIONAL HEALTHCARE CORP的3.5倍（$1.3B vs $386.5M）。ENSIGN GROUP, INC净利率更高（7.1% vs 6.4%，领先0.7%）。ENSIGN GROUP, INC同比增速更快（19.0% vs 4.6%）。过去两年ENSIGN GROUP, INC的营收复合增速更高（15.5% vs 14.0%）
Ensign Energy Services Inc.是加拿大上市油田服务提供商，成立于1987年，总部位于阿尔伯塔省卡尔加里，业务覆盖北美及全球多个市场，公司普通股在多伦多证券交易所挂牌交易，交易代码为ESI。
HCA Healthcare是1968年成立的美国营利性医疗服务运营商，总部位于田纳西州纳什维尔。截至2020年5月，该公司在全美20个州及英国持有并运营186家医院，还有约2400个医疗服务网点，涵盖手术中心、独立急诊室、紧急护理中心及医师诊所，2024年位列美国财富500强第61位。
ENSG vs NHC — 直观对比
营收规模更大
ENSG
是对方的3.5倍
$386.5M
营收增速更快
ENSG
高出14.4%
4.6%
净利率更高
ENSG
高出0.7%
6.4%
两年增速更快
ENSG
近两年复合增速
14.0%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $386.5M |
| 净利润 | $95.5M | $24.8M |
| 毛利率 | 20.3% | — |
| 营业利润率 | 9.2% | 8.6% |
| 净利率 | 7.1% | 6.4% |
| 营收同比 | 19.0% | 4.6% |
| 净利润同比 | 19.8% | 308.6% |
| 每股收益（稀释后） | $1.61 | $1.58 |
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ENSGNHC
| Q4 25 | $1.3B | $386.5M | ||
| Q3 25 | $1.3B | $382.7M | ||
| Q2 25 | $1.2B | $374.9M | ||
| Q1 25 | $1.2B | $373.7M | ||
| Q4 24 | $1.1B | $369.4M | ||
| Q3 24 | $1.1B | $340.2M | ||
| Q2 24 | $1.0B | $300.7M | ||
| Q1 24 | $1.0B | $297.2M |
净利润ENSGNHC
| Q4 25 | $95.5M | $24.8M | ||
| Q3 25 | $83.8M | $39.2M | ||
| Q2 25 | $84.4M | $23.7M | ||
| Q1 25 | $80.3M | $32.2M | ||
| Q4 24 | $79.7M | $6.1M | ||
| Q3 24 | $78.4M | $42.8M | ||
| Q2 24 | $71.0M | $26.8M | ||
| Q1 24 | $68.8M | $26.2M |
毛利率ENSGNHC
| Q4 25 | 20.3% | — | ||
| Q3 25 | 19.0% | — | ||
| Q2 25 | 20.4% | — | ||
| Q1 25 | 20.9% | — | ||
| Q4 24 | 20.8% | — | ||
| Q3 24 | 20.5% | — | ||
| Q2 24 | 20.8% | — | ||
| Q1 24 | 20.9% | — |
营业利润率ENSGNHC
| Q4 25 | 9.2% | 8.6% | ||
| Q3 25 | 7.5% | 7.9% | ||
| Q2 25 | 8.5% | 9.1% | ||
| Q1 25 | 8.6% | 8.2% | ||
| Q4 24 | 8.9% | 7.8% | ||
| Q3 24 | 8.3% | 6.7% | ||
| Q2 24 | 8.3% | 7.5% | ||
| Q1 24 | 8.1% | 5.3% |
净利率ENSGNHC
| Q4 25 | 7.1% | 6.4% | ||
| Q3 25 | 6.5% | 10.3% | ||
| Q2 25 | 6.9% | 6.3% | ||
| Q1 25 | 6.8% | 8.6% | ||
| Q4 24 | 7.0% | 1.6% | ||
| Q3 24 | 7.3% | 12.6% | ||
| Q2 24 | 6.9% | 8.9% | ||
| Q1 24 | 6.8% | 8.8% |
每股收益（稀释后）ENSGNHC
| Q4 25 | $1.61 | $1.58 | ||
| Q3 25 | $1.42 | $2.50 | ||
| Q2 25 | $1.44 | $1.52 | ||
| Q1 25 | $1.37 | $2.07 | ||
| Q4 24 | $1.37 | $0.38 | ||
| Q3 24 | $1.34 | $2.73 | ||
| Q2 24 | $1.22 | $1.73 | ||
| Q1 24 | $1.19 | $1.69 |
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 | $572.4M | $92.8M |
| 总债务越低越好 | $144.4M | $40.0M |
| 股东权益账面价值 | $2.2B | $1.1B |
| 总资产 | $5.5B | $1.5B |
| 负债/权益比越低杠杆越低 | 0.06× | 0.04× |
8季度趋势，按日历期对齐
现金及短期投资ENSGNHC
| Q4 25 | $572.4M | $92.8M | ||
| Q3 25 | $506.3M | $130.6M | ||
| Q2 25 | $418.4M | $111.0M | ||
| Q1 25 | $344.5M | $90.4M | ||
| Q4 24 | $526.9M | $76.1M | ||
| Q3 24 | $571.0M | $84.8M | ||
| Q2 24 | $501.5M | $136.2M | ||
| Q1 24 | $526.3M | $94.0M |
总债务ENSGNHC
| Q4 25 | $144.4M | $40.0M | ||
| Q3 25 | — | $73.1M | ||
| Q2 25 | — | $110.0M | ||
| Q1 25 | — | $134.0M | ||
| Q4 24 | $148.4M | $137.0M | ||
| Q3 24 | — | $147.0M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ENSGNHC
| Q4 25 | $2.2B | $1.1B | ||
| Q3 25 | $2.1B | $1.1B | ||
| Q2 25 | $2.0B | $1.0B | ||
| Q1 25 | $1.9B | $1.0B | ||
| Q4 24 | $1.8B | $980.2M | ||
| Q3 24 | $1.7B | $983.5M | ||
| Q2 24 | $1.7B | $945.8M | ||
| Q1 24 | $1.6B | $924.7M |
总资产ENSGNHC
| Q4 25 | $5.5B | $1.5B | ||
| Q3 25 | $5.2B | $1.6B | ||
| Q2 25 | $4.9B | $1.6B | ||
| Q1 25 | $4.8B | $1.5B | ||
| Q4 24 | $4.7B | $1.5B | ||
| Q3 24 | $4.6B | $1.6B | ||
| Q2 24 | $4.4B | $1.3B | ||
| Q1 24 | $4.3B | $1.3B |
负债/权益比ENSGNHC
| Q4 25 | 0.06× | 0.04× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.13× | ||
| Q4 24 | 0.08× | 0.14× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $183.3M | $16.8M |
| 自由现金流经营现金流 - 资本支出 | — | $6.4M |
| 自由现金流率自由现金流/营收 | — | 1.7% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 现金转化率经营现金流/净利润 | 1.92× | 0.68× |
| 过去12个月自由现金流最近4个季度 | — | $148.6M |
8季度趋势，按日历期对齐
经营现金流ENSGNHC
| Q4 25 | $183.3M | $16.8M | ||
| Q3 25 | $153.0M | $66.2M | ||
| Q2 25 | $155.7M | $62.8M | ||
| Q1 25 | $72.2M | $39.3M | ||
| Q4 24 | $100.5M | $12.8M | ||
| Q3 24 | $134.5M | $34.2M | ||
| Q2 24 | $76.9M | $50.7M | ||
| Q1 24 | $35.3M | $9.6M |
自由现金流ENSGNHC
| Q4 25 | — | $6.4M | ||
| Q3 25 | — | $56.5M | ||
| Q2 25 | — | $52.6M | ||
| Q1 25 | — | $33.1M | ||
| Q4 24 | — | $4.6M | ||
| Q3 24 | — | $28.6M | ||
| Q2 24 | — | $42.8M | ||
| Q1 24 | — | $3.7M |
自由现金流率ENSGNHC
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 14.8% | ||
| Q2 25 | — | 14.0% | ||
| Q1 25 | — | 8.9% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 8.4% | ||
| Q2 24 | — | 14.2% | ||
| Q1 24 | — | 1.2% |
资本支出强度ENSGNHC
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 2.7% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 2.6% | ||
| Q1 24 | — | 2.0% |
现金转化率ENSGNHC
| Q4 25 | 1.92× | 0.68× | ||
| Q3 25 | 1.82× | 1.69× | ||
| Q2 25 | 1.85× | 2.65× | ||
| Q1 25 | 0.90× | 1.22× | ||
| Q4 24 | 1.26× | 2.10× | ||
| Q3 24 | 1.71× | 0.80× | ||
| Q2 24 | 1.08× | 1.89× | ||
| Q1 24 | 0.51× | 0.37× |
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
ENSG
| Skilled Services Segment | $1.3B | 97% |
| Standard Bearer Segment | $34.5M | 3% |
NHC
| Inpatient Services Segment | $333.7M | 86% |
| Homecare Services Segment | $40.0M | 10% |
| Other | $11.2M | 3% |
| National | $1.6M | 0% |
