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Empire State Realty OP, L.P.（ESBA）与PERDOCEO EDUCATION Corp（PRDO）财务数据对比。点击上方公司名可切换其他公司
PERDOCEO EDUCATION Corp的季度营收约是Empire State Realty OP, L.P.的1.1倍（$211.6M vs $199.2M），PERDOCEO EDUCATION Corp同比增速更快（20.0% vs 0.8%），Empire State Realty OP, L.P.自由现金流更多（$50.6M vs $37.9M），过去两年PERDOCEO EDUCATION Corp的营收复合增速更高（12.2% vs 4.9%）
Empire State Realty OP, L.P. 是一家房地产运营合伙企业，核心业务为持有、管理及出租优质商业与零售物业，主要布局纽约大都会区，旗下拥有帝国大厦等标志性地标，服务企业租户、零售品牌及旅游相关业务板块。
Perdoceo Education是美国上市营利性教育集团，前身为职业教育公司（Career Education Corporation），旗下运营五所美国营利性大学，包括美国洲际大学、科罗拉多理工大学、南加利福尼亚大学、三叉戟国际大学及圣奥古斯丁健康科学大学，业务覆盖高等教育、职业教育及健康科学相关教育领域。
ESBA vs PRDO — 直观对比
营收规模更大
PRDO
是对方的1.1倍
$199.2M
营收增速更快
PRDO
高出19.1%
0.8%
自由现金流更多
ESBA
多$12.7M
$37.9M
两年增速更快
PRDO
近两年复合增速
4.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $199.2M | $211.6M |
| 净利润 | $32.2M | — |
| 毛利率 | — | — |
| 营业利润率 | 17.8% | 19.8% |
| 净利率 | 16.1% | — |
| 营收同比 | 0.8% | 20.0% |
| 净利润同比 | 71.2% | — |
| 每股收益（稀释后） | $0.11 | $0.55 |
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ESBAPRDO
| Q4 25 | $199.2M | $211.6M | ||
| Q3 25 | $197.7M | $211.9M | ||
| Q2 25 | $191.3M | $209.6M | ||
| Q1 25 | $180.1M | $213.0M | ||
| Q4 24 | $197.6M | $176.4M | ||
| Q3 24 | $199.6M | $169.8M | ||
| Q2 24 | $189.5M | $166.7M | ||
| Q1 24 | $181.2M | $168.3M |
净利润ESBAPRDO
| Q4 25 | $32.2M | — | ||
| Q3 25 | $13.6M | $39.9M | ||
| Q2 25 | $11.4M | $41.0M | ||
| Q1 25 | $15.8M | $43.7M | ||
| Q4 24 | $18.8M | — | ||
| Q3 24 | $22.8M | $38.3M | ||
| Q2 24 | $28.6M | $38.4M | ||
| Q1 24 | $10.2M | $39.4M |
营业利润率ESBAPRDO
| Q4 25 | 17.8% | 19.8% | ||
| Q3 25 | 19.9% | 24.1% | ||
| Q2 25 | 18.4% | 24.5% | ||
| Q1 25 | 14.3% | 24.3% | ||
| Q4 24 | 21.7% | 21.1% | ||
| Q3 24 | 22.7% | 26.4% | ||
| Q2 24 | 20.8% | 27.6% | ||
| Q1 24 | 17.1% | 27.5% |
净利率ESBAPRDO
| Q4 25 | 16.1% | — | ||
| Q3 25 | 6.9% | 18.8% | ||
| Q2 25 | 6.0% | 19.6% | ||
| Q1 25 | 8.8% | 20.5% | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 11.4% | 22.5% | ||
| Q2 24 | 15.1% | 23.0% | ||
| Q1 24 | 5.6% | 23.4% |
每股收益（稀释后）ESBAPRDO
| Q4 25 | $0.11 | $0.55 | ||
| Q3 25 | $0.05 | $0.60 | ||
| Q2 25 | $0.04 | $0.62 | ||
| Q1 25 | $0.05 | $0.65 | ||
| Q4 24 | $0.07 | $0.46 | ||
| Q3 24 | $0.08 | $0.57 | ||
| Q2 24 | $0.10 | $0.57 | ||
| Q1 24 | $0.03 | $0.59 |
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 | $132.7M | $111.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $972.4M |
| 总资产 | $4.5B | $1.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ESBAPRDO
| Q4 25 | $132.7M | $111.0M | ||
| Q3 25 | $154.1M | $159.5M | ||
| Q2 25 | $94.6M | $172.1M | ||
| Q1 25 | $187.8M | $132.1M | ||
| Q4 24 | $385.5M | $109.1M | ||
| Q3 24 | $421.9M | $238.0M | ||
| Q2 24 | $535.5M | $127.9M | ||
| Q1 24 | $333.6M | $125.8M |
股东权益ESBAPRDO
| Q4 25 | — | $972.4M | ||
| Q3 25 | — | $997.9M | ||
| Q2 25 | — | $984.6M | ||
| Q1 25 | — | $970.3M | ||
| Q4 24 | — | $959.5M | ||
| Q3 24 | — | $935.4M | ||
| Q2 24 | — | $899.5M | ||
| Q1 24 | — | $866.1M |
总资产ESBAPRDO
| Q4 25 | $4.5B | $1.2B | ||
| Q3 25 | $4.1B | $1.3B | ||
| Q2 25 | $4.1B | $1.3B | ||
| Q1 25 | $4.1B | $1.3B | ||
| Q4 24 | $4.5B | $1.2B | ||
| Q3 24 | $4.4B | $1.1B | ||
| Q2 24 | $4.4B | $1.1B | ||
| Q1 24 | $4.2B | $1.1B |
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 | $249.1M | $40.1M |
| 自由现金流经营现金流 - 资本支出 | $50.6M | $37.9M |
| 自由现金流率自由现金流/营收 | 25.4% | 17.9% |
| 资本支出强度资本支出/营收 | 99.6% | 1.1% |
| 现金转化率经营现金流/净利润 | 7.74× | — |
| 过去12个月自由现金流最近4个季度 | $109.3M | $216.7M |
8季度趋势，按日历期对齐
经营现金流ESBAPRDO
| Q4 25 | $249.1M | $40.1M | ||
| Q3 25 | $105.3M | $41.2M | ||
| Q2 25 | $26.7M | $78.8M | ||
| Q1 25 | $83.1M | $65.1M | ||
| Q4 24 | $260.9M | $17.6M | ||
| Q3 24 | $102.8M | $51.0M | ||
| Q2 24 | $37.1M | $38.5M | ||
| Q1 24 | $70.9M | $54.5M |
自由现金流ESBAPRDO
| Q4 25 | $50.6M | $37.9M | ||
| Q3 25 | $72.8M | $39.4M | ||
| Q2 25 | $-55.1M | $76.0M | ||
| Q1 25 | $41.1M | $63.4M | ||
| Q4 24 | $88.0M | $16.0M | ||
| Q3 24 | $-65.1M | $50.0M | ||
| Q2 24 | $19.5M | $37.7M | ||
| Q1 24 | $23.2M | $53.3M |
自由现金流率ESBAPRDO
| Q4 25 | 25.4% | 17.9% | ||
| Q3 25 | 36.8% | 18.6% | ||
| Q2 25 | -28.8% | 36.3% | ||
| Q1 25 | 22.8% | 29.8% | ||
| Q4 24 | 44.5% | 9.1% | ||
| Q3 24 | -32.6% | 29.4% | ||
| Q2 24 | 10.3% | 22.6% | ||
| Q1 24 | 12.8% | 31.7% |
资本支出强度ESBAPRDO
| Q4 25 | 99.6% | 1.1% | ||
| Q3 25 | 16.5% | 0.9% | ||
| Q2 25 | 42.8% | 1.3% | ||
| Q1 25 | 23.4% | 0.8% | ||
| Q4 24 | 87.5% | 0.9% | ||
| Q3 24 | 84.1% | 0.6% | ||
| Q2 24 | 9.3% | 0.5% | ||
| Q1 24 | 26.3% | 0.7% |
现金转化率ESBAPRDO
| Q4 25 | 7.74× | — | ||
| Q3 25 | 7.72× | 1.03× | ||
| Q2 25 | 2.35× | 1.92× | ||
| Q1 25 | 5.27× | 1.49× | ||
| Q4 24 | 13.88× | — | ||
| Q3 24 | 4.51× | 1.33× | ||
| Q2 24 | 1.30× | 1.00× | ||
| Q1 24 | 6.94× | 1.38× |
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
ESBA
| Real Estate Segment | $163.8M | 82% |
| Observatory Segment | $35.2M | 18% |
PRDO
| CTU | $107.0M | 51% |
| AIUS | $60.8M | 29% |
| University Of St Augustine For Health Sciences Llc | $43.7M | 21% |
| Other | $1.1M | 1% |
