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Empire State Realty OP, L.P.（ESBA）与LiveRamp Holdings, Inc.（RAMP）财务数据对比。点击上方公司名可切换其他公司
LiveRamp Holdings, Inc.的季度营收约是Empire State Realty OP, L.P.的1.1倍（$212.2M vs $199.2M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 16.1%，领先2.6%），LiveRamp Holdings, Inc.同比增速更快（8.6% vs 0.8%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% 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。
LiveRamp Holdings, Inc.是一家美国SaaS企业，核心业务为提供数据连接平台，服务涵盖数据导入、线下数据线上迁移等能力，助力企业开展营销相关的数据应用，为品牌及营销从业者的数字化运营提供技术支撑。
ESBA vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.1倍
$199.2M
营收增速更快
RAMP
高出7.8%
0.8%
净利率更高
RAMP
高出2.6%
16.1%
两年增速更快
RAMP
近两年复合增速
4.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $199.2M | $212.2M |
| 净利润 | $32.2M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | 17.8% | 18.6% |
| 净利率 | 16.1% | 18.8% |
| 营收同比 | 0.8% | 8.6% |
| 净利润同比 | 71.2% | 255.7% |
| 每股收益（稀释后） | $0.11 | $0.62 |
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ESBARAMP
| Q4 25 | $199.2M | $212.2M | ||
| Q3 25 | $197.7M | $199.8M | ||
| Q2 25 | $191.3M | $194.8M | ||
| Q1 25 | $180.1M | $188.7M | ||
| Q4 24 | $197.6M | $195.4M | ||
| Q3 24 | $199.6M | $185.5M | ||
| Q2 24 | $189.5M | $176.0M | ||
| Q1 24 | $181.2M | $171.9M |
净利润ESBARAMP
| Q4 25 | $32.2M | $39.9M | ||
| Q3 25 | $13.6M | $27.4M | ||
| Q2 25 | $11.4M | $7.7M | ||
| Q1 25 | $15.8M | $-6.3M | ||
| Q4 24 | $18.8M | $11.2M | ||
| Q3 24 | $22.8M | $1.7M | ||
| Q2 24 | $28.6M | $-7.5M | ||
| Q1 24 | $10.2M | $-5.4M |
毛利率ESBARAMP
| Q4 25 | — | 71.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.1% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | — | 70.6% | ||
| Q1 24 | — | 72.2% |
营业利润率ESBARAMP
| Q4 25 | 17.8% | 18.6% | ||
| Q3 25 | 19.9% | 10.7% | ||
| Q2 25 | 18.4% | 3.7% | ||
| Q1 25 | 14.3% | -6.1% | ||
| Q4 24 | 21.7% | 7.5% | ||
| Q3 24 | 22.7% | 4.0% | ||
| Q2 24 | 20.8% | -3.0% | ||
| Q1 24 | 17.1% | -8.3% |
净利率ESBARAMP
| Q4 25 | 16.1% | 18.8% | ||
| Q3 25 | 6.9% | 13.7% | ||
| Q2 25 | 6.0% | 4.0% | ||
| Q1 25 | 8.8% | -3.3% | ||
| Q4 24 | 9.5% | 5.7% | ||
| Q3 24 | 11.4% | 0.9% | ||
| Q2 24 | 15.1% | -4.3% | ||
| Q1 24 | 5.6% | -3.1% |
每股收益（稀释后）ESBARAMP
| Q4 25 | $0.11 | $0.62 | ||
| Q3 25 | $0.05 | $0.42 | ||
| Q2 25 | $0.04 | $0.12 | ||
| Q1 25 | $0.05 | $-0.10 | ||
| Q4 24 | $0.07 | $0.17 | ||
| Q3 24 | $0.08 | $0.03 | ||
| Q2 24 | $0.10 | $-0.11 | ||
| Q1 24 | $0.03 | $-0.09 |
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 | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $962.3M |
| 总资产 | $4.5B | $1.3B |
| 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ESBARAMP
| Q4 25 | $132.7M | $403.4M | ||
| Q3 25 | $154.1M | $376.9M | ||
| Q2 25 | $94.6M | $371.1M | ||
| Q1 25 | $187.8M | $420.8M | ||
| Q4 24 | $385.5M | $384.3M | ||
| Q3 24 | $421.9M | $348.4M | ||
| Q2 24 | $535.5M | $342.7M | ||
| Q1 24 | $333.6M | $368.9M |
股东权益ESBARAMP
| Q4 25 | — | $962.3M | ||
| Q3 25 | — | $943.8M | ||
| Q2 25 | — | $947.8M | ||
| Q1 25 | — | $948.9M | ||
| Q4 24 | — | $957.7M | ||
| Q3 24 | — | $932.1M | ||
| Q2 24 | — | $951.9M | ||
| Q1 24 | — | $949.1M |
总资产ESBARAMP
| Q4 25 | $4.5B | $1.3B | ||
| Q3 25 | $4.1B | $1.2B | ||
| Q2 25 | $4.1B | $1.2B | ||
| Q1 25 | $4.1B | $1.3B | ||
| Q4 24 | $4.5B | $1.3B | ||
| Q3 24 | $4.4B | $1.2B | ||
| Q2 24 | $4.4B | $1.2B | ||
| Q1 24 | $4.2B | $1.2B |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $50.6M | — |
| 自由现金流率自由现金流/营收 | 25.4% | — |
| 资本支出强度资本支出/营收 | 99.6% | 0.1% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流ESBARAMP
| Q4 25 | $249.1M | — | ||
| Q3 25 | $105.3M | $57.4M | ||
| Q2 25 | $26.7M | $-15.8M | ||
| Q1 25 | $83.1M | — | ||
| Q4 24 | $260.9M | $45.1M | ||
| Q3 24 | $102.8M | $55.6M | ||
| Q2 24 | $37.1M | $-9.3M | ||
| Q1 24 | $70.9M | — |
自由现金流ESBARAMP
| Q4 25 | $50.6M | — | ||
| Q3 25 | $72.8M | $56.8M | ||
| Q2 25 | $-55.1M | $-16.2M | ||
| Q1 25 | $41.1M | — | ||
| Q4 24 | $88.0M | $44.8M | ||
| Q3 24 | $-65.1M | $55.4M | ||
| Q2 24 | $19.5M | $-9.6M | ||
| Q1 24 | $23.2M | — |
自由现金流率ESBARAMP
| Q4 25 | 25.4% | — | ||
| Q3 25 | 36.8% | 28.4% | ||
| Q2 25 | -28.8% | -8.3% | ||
| Q1 25 | 22.8% | — | ||
| Q4 24 | 44.5% | 22.9% | ||
| Q3 24 | -32.6% | 29.8% | ||
| Q2 24 | 10.3% | -5.4% | ||
| Q1 24 | 12.8% | — |
资本支出强度ESBARAMP
| Q4 25 | 99.6% | 0.1% | ||
| Q3 25 | 16.5% | 0.3% | ||
| Q2 25 | 42.8% | 0.2% | ||
| Q1 25 | 23.4% | 0.2% | ||
| Q4 24 | 87.5% | 0.1% | ||
| Q3 24 | 84.1% | 0.1% | ||
| Q2 24 | 9.3% | 0.1% | ||
| Q1 24 | 26.3% | 1.0% |
现金转化率ESBARAMP
| Q4 25 | 7.74× | — | ||
| Q3 25 | 7.72× | 2.09× | ||
| Q2 25 | 2.35× | -2.04× | ||
| Q1 25 | 5.27× | — | ||
| Q4 24 | 13.88× | 4.02× | ||
| Q3 24 | 4.51× | 32.10× | ||
| Q2 24 | 1.30× | — | ||
| Q1 24 | 6.94× | — |
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% |
RAMP
暂无分部数据
