vs
ENSIGN GROUP, INC（ENSG）与Ryman Hospitality Properties, Inc.（RHP）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Ryman Hospitality Properties, Inc.的1.8倍（$1.3B vs $737.8M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs 7.1%，领先3.0%），ENSIGN GROUP, INC同比增速更快（19.0% vs 13.9%），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（18.2% vs 15.5%）
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。
莱曼酒店地产是一家主营酒店、度假村、娱乐及媒体业务的企业，得名于旗下位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾为俄克拉荷马出版公司子公司时期，1983年收购WSM公司后奠定现代业务基础，同时将知名演出IP大奥普里等核心资产纳入麾下。
ENSG vs RHP — 直观对比
营收规模更大
ENSG
是对方的1.8倍
$737.8M
营收增速更快
ENSG
高出5.1%
13.9%
净利率更高
RHP
高出3.0%
7.1%
两年增速更快
RHP
近两年复合增速
15.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $737.8M |
| 净利润 | $95.5M | $74.5M |
| 毛利率 | 20.3% | 41.4% |
| 营业利润率 | 9.2% | 19.4% |
| 净利率 | 7.1% | 10.1% |
| 营收同比 | 19.0% | 13.9% |
| 净利润同比 | 19.8% | 3.0% |
| 每股收益（稀释后） | $1.61 | $1.12 |
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ENSGRHP
| Q4 25 | $1.3B | $737.8M | ||
| Q3 25 | $1.3B | $592.5M | ||
| Q2 25 | $1.2B | $659.5M | ||
| Q1 25 | $1.2B | $587.3M | ||
| Q4 24 | $1.1B | $647.6M | ||
| Q3 24 | $1.1B | $550.0M | ||
| Q2 24 | $1.0B | $613.3M | ||
| Q1 24 | $1.0B | $528.3M |
净利润ENSGRHP
| Q4 25 | $95.5M | $74.5M | ||
| Q3 25 | $83.8M | $34.9M | ||
| Q2 25 | $84.4M | $71.8M | ||
| Q1 25 | $80.3M | $63.0M | ||
| Q4 24 | $79.7M | $72.3M | ||
| Q3 24 | $78.4M | $59.0M | ||
| Q2 24 | $71.0M | $100.8M | ||
| Q1 24 | $68.8M | $42.8M |
毛利率ENSGRHP
| Q4 25 | 20.3% | 41.4% | ||
| Q3 25 | 19.0% | 40.9% | ||
| Q2 25 | 20.4% | 49.7% | ||
| Q1 25 | 20.9% | 44.4% | ||
| Q4 24 | 20.8% | 40.4% | ||
| Q3 24 | 20.5% | 43.1% | ||
| Q2 24 | 20.8% | 48.4% | ||
| Q1 24 | 20.9% | 41.5% |
营业利润率ENSGRHP
| Q4 25 | 9.2% | 19.4% | ||
| Q3 25 | 7.5% | 15.0% | ||
| Q2 25 | 8.5% | 21.1% | ||
| Q1 25 | 8.6% | 19.8% | ||
| Q4 24 | 8.9% | 18.6% | ||
| Q3 24 | 8.3% | 19.3% | ||
| Q2 24 | 8.3% | 27.4% | ||
| Q1 24 | 8.1% | 18.2% |
净利率ENSGRHP
| Q4 25 | 7.1% | 10.1% | ||
| Q3 25 | 6.5% | 5.9% | ||
| Q2 25 | 6.9% | 10.9% | ||
| Q1 25 | 6.8% | 10.7% | ||
| Q4 24 | 7.0% | 11.2% | ||
| Q3 24 | 7.3% | 10.7% | ||
| Q2 24 | 6.9% | 16.4% | ||
| Q1 24 | 6.8% | 8.1% |
每股收益（稀释后）ENSGRHP
| Q4 25 | $1.61 | $1.12 | ||
| Q3 25 | $1.42 | $0.53 | ||
| Q2 25 | $1.44 | $1.12 | ||
| Q1 25 | $1.37 | $1.00 | ||
| Q4 24 | $1.37 | $1.12 | ||
| Q3 24 | $1.34 | $0.94 | ||
| Q2 24 | $1.22 | $1.65 | ||
| Q1 24 | $1.19 | $0.67 |
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 | $471.4M |
| 总债务越低越好 | $144.4M | — |
| 股东权益账面价值 | $2.2B | $750.2M |
| 总资产 | $5.5B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.06× | — |
8季度趋势，按日历期对齐
现金及短期投资ENSGRHP
| Q4 25 | $572.4M | $471.4M | ||
| Q3 25 | $506.3M | $483.3M | ||
| Q2 25 | $418.4M | $420.6M | ||
| Q1 25 | $344.5M | $413.9M | ||
| Q4 24 | $526.9M | $477.7M | ||
| Q3 24 | $571.0M | $534.9M | ||
| Q2 24 | $501.5M | $498.4M | ||
| Q1 24 | $526.3M | $465.3M |
总债务ENSGRHP
| Q4 25 | $144.4M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $148.4M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ENSGRHP
| Q4 25 | $2.2B | $750.2M | ||
| Q3 25 | $2.1B | $758.5M | ||
| Q2 25 | $2.0B | $800.4M | ||
| Q1 25 | $1.9B | $531.5M | ||
| Q4 24 | $1.8B | $549.0M | ||
| Q3 24 | $1.7B | $551.9M | ||
| Q2 24 | $1.7B | $562.6M | ||
| Q1 24 | $1.6B | $529.9M |
总资产ENSGRHP
| Q4 25 | $5.5B | $6.2B | ||
| Q3 25 | $5.2B | $6.2B | ||
| Q2 25 | $4.9B | $6.1B | ||
| Q1 25 | $4.8B | $5.2B | ||
| Q4 24 | $4.7B | $5.2B | ||
| Q3 24 | $4.6B | $5.2B | ||
| Q2 24 | $4.4B | $5.1B | ||
| Q1 24 | $4.3B | $5.1B |
负债/权益比ENSGRHP
| Q4 25 | 0.06× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.08× | — | ||
| Q3 24 | — | — | ||
| 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 | $164.7M |
| 自由现金流经营现金流 - 资本支出 | — | $58.5M |
| 自由现金流率自由现金流/营收 | — | 7.9% |
| 资本支出强度资本支出/营收 | — | 14.4% |
| 现金转化率经营现金流/净利润 | 1.92× | 2.21× |
| 过去12个月自由现金流最近4个季度 | — | $232.4M |
8季度趋势，按日历期对齐
经营现金流ENSGRHP
| Q4 25 | $183.3M | $164.7M | ||
| Q3 25 | $153.0M | $205.2M | ||
| Q2 25 | $155.7M | $122.5M | ||
| Q1 25 | $72.2M | $98.2M | ||
| Q4 24 | $100.5M | $166.6M | ||
| Q3 24 | $134.5M | $218.1M | ||
| Q2 24 | $76.9M | $184.3M | ||
| Q1 24 | $35.3M | $7.5M |
自由现金流ENSGRHP
| Q4 25 | — | $58.5M | ||
| Q3 25 | — | $135.4M | ||
| Q2 25 | — | $53.0M | ||
| Q1 25 | — | $-14.5M | ||
| Q4 24 | — | $76.0M | ||
| Q3 24 | — | $85.7M | ||
| Q2 24 | — | $78.8M | ||
| Q1 24 | — | $-72.0M |
自由现金流率ENSGRHP
| Q4 25 | — | 7.9% | ||
| Q3 25 | — | 22.9% | ||
| Q2 25 | — | 8.0% | ||
| Q1 25 | — | -2.5% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 15.6% | ||
| Q2 24 | — | 12.9% | ||
| Q1 24 | — | -13.6% |
资本支出强度ENSGRHP
| Q4 25 | — | 14.4% | ||
| Q3 25 | — | 11.8% | ||
| Q2 25 | — | 10.5% | ||
| Q1 25 | — | 19.2% | ||
| Q4 24 | — | 14.0% | ||
| Q3 24 | — | 24.1% | ||
| Q2 24 | — | 17.2% | ||
| Q1 24 | — | 15.0% |
现金转化率ENSGRHP
| Q4 25 | 1.92× | 2.21× | ||
| Q3 25 | 1.82× | 5.88× | ||
| Q2 25 | 1.85× | 1.71× | ||
| Q1 25 | 0.90× | 1.56× | ||
| Q4 24 | 1.26× | 2.30× | ||
| Q3 24 | 1.71× | 3.70× | ||
| Q2 24 | 1.08× | 1.83× | ||
| Q1 24 | 0.51× | 0.17× |
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% |
RHP
| Hotel Other | $157.7M | 21% |
| Gaylord Opryland | $147.4M | 20% |
| Hotel Transient Rooms | $93.6M | 13% |
| Hotel Food And Beverage Outlets | $92.2M | 12% |
| Gaylord Palms | $88.2M | 12% |
| Jw Marriott Hill Country | $53.7M | 7% |
| Entertainment Admissions And Ticketing | $43.1M | 6% |
| Entertainment Food And Beverage | $38.1M | 5% |
| Entertainment Retail And Other | $28.3M | 4% |
| Ac Hotel | $2.4M | 0% |
