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Essent Group Ltd.（ESNT）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是Essent Group Ltd.的1.2倍（$362.7M vs $312.4M），Essent Group Ltd.净利率更高（49.6% vs -10.7%，领先60.3%），Essent Group Ltd.自由现金流更多（$848.7M vs $-193.1M），过去两年世纪互联的营收复合增速更高（17.4% vs 2.3%）
Essentra PLC是一家面向全球市场的塑料及纤维产品供应商，总部位于英国牛津郡基德灵顿，业务网络覆盖全球多个区域，目前在伦敦证券交易所上市，可面向各行业客户提供多元化的相关产品及配套服务，在所属细分领域拥有较高的市场认可度。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
ESNT vs VNET — 直观对比
营收规模更大
VNET
是对方的1.2倍
$312.4M
净利率更高
ESNT
高出60.3%
-10.7%
自由现金流更多
ESNT
多$1.0B
$-193.1M
两年增速更快
VNET
近两年复合增速
2.3%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.4M | $362.7M |
| 净利润 | $155.0M | $-38.7M |
| 毛利率 | — | 20.9% |
| 营业利润率 | 59.1% | 0.5% |
| 净利率 | 49.6% | -10.7% |
| 营收同比 | -0.8% | — |
| 净利润同比 | -7.7% | — |
| 每股收益（稀释后） | $1.61 | — |
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ESNTVNET
| Q4 25 | $312.4M | — | ||
| Q3 25 | $311.8M | $362.7M | ||
| Q2 25 | $319.1M | — | ||
| Q1 25 | $317.6M | $309.5M | ||
| Q4 24 | $315.0M | — | ||
| Q3 24 | $316.6M | $302.2M | ||
| Q2 24 | $312.9M | $274.4M | ||
| Q1 24 | $298.4M | $262.9M |
净利润ESNTVNET
| Q4 25 | $155.0M | — | ||
| Q3 25 | $164.2M | $-38.7M | ||
| Q2 25 | $195.3M | — | ||
| Q1 25 | $175.4M | $-2.4M | ||
| Q4 24 | $167.9M | — | ||
| Q3 24 | $176.2M | $-2.1M | ||
| Q2 24 | $203.6M | $-1.1M | ||
| Q1 24 | $181.7M | $-22.0M |
毛利率ESNTVNET
| Q4 25 | — | — | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 25.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.2% | ||
| Q2 24 | — | 21.3% | ||
| Q1 24 | — | 21.6% |
营业利润率ESNTVNET
| Q4 25 | 59.1% | — | ||
| Q3 25 | 63.9% | 0.5% | ||
| Q2 25 | 72.4% | — | ||
| Q1 25 | 65.2% | 0.1% | ||
| Q4 24 | 61.9% | — | ||
| Q3 24 | 65.6% | 24.5% | ||
| Q2 24 | 76.4% | 0.2% | ||
| Q1 24 | 71.6% | 0.2% |
净利率ESNTVNET
| Q4 25 | 49.6% | — | ||
| Q3 25 | 52.7% | -10.7% | ||
| Q2 25 | 61.2% | — | ||
| Q1 25 | 55.2% | -0.8% | ||
| Q4 24 | 53.3% | — | ||
| Q3 24 | 55.6% | -0.7% | ||
| Q2 24 | 65.1% | -0.4% | ||
| Q1 24 | 60.9% | -8.4% |
每股收益（稀释后）ESNTVNET
| Q4 25 | $1.61 | — | ||
| Q3 25 | $1.67 | — | ||
| Q2 25 | $1.93 | — | ||
| Q1 25 | $1.69 | — | ||
| Q4 24 | $1.59 | — | ||
| Q3 24 | $1.65 | — | ||
| Q2 24 | $1.91 | — | ||
| Q1 24 | $1.70 | — |
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 | — | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.8B | $890.8M |
| 总资产 | $7.4B | $6.1B |
| 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ESNTVNET
| Q4 25 | — | — | ||
| Q3 25 | — | $492.1M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $544.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $219.5M | ||
| Q2 24 | — | $247.2M | ||
| Q1 24 | — | $246.9M |
总债务ESNTVNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ESNTVNET
| Q4 25 | $5.8B | — | ||
| Q3 25 | $5.7B | $890.8M | ||
| Q2 25 | $5.7B | — | ||
| Q1 25 | $5.7B | $927.8M | ||
| Q4 24 | $5.6B | — | ||
| Q3 24 | $5.6B | $902.9M | ||
| Q2 24 | $5.4B | $900.6M | ||
| Q1 24 | $5.2B | $895.1M |
总资产ESNTVNET
| Q4 25 | $7.4B | — | ||
| Q3 25 | $7.4B | $6.1B | ||
| Q2 25 | $7.2B | — | ||
| Q1 25 | $7.2B | $5.4B | ||
| Q4 24 | $7.1B | — | ||
| Q3 24 | $7.1B | $4.3B | ||
| Q2 24 | $6.7B | $4.0B | ||
| Q1 24 | $6.6B | $3.9B |
负债/权益比ESNTVNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.28× | ||
| 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 | $856.1M | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $848.7M | $-193.1M |
| 自由现金流率自由现金流/营收 | 271.7% | -53.2% |
| 资本支出强度资本支出/营收 | 2.4% | 84.6% |
| 现金转化率经营现金流/净利润 | 5.52× | — |
| 过去12个月自由现金流最近4个季度 | $1.5B | $-589.7M |
8季度趋势，按日历期对齐
经营现金流ESNTVNET
| Q4 25 | $856.1M | — | ||
| Q3 25 | $215.9M | $113.8M | ||
| Q2 25 | $189.5M | — | ||
| Q1 25 | $221.6M | $27.0M | ||
| Q4 24 | $861.5M | — | ||
| Q3 24 | $229.2M | $108.3M | ||
| Q2 24 | $188.7M | $55.8M | ||
| Q1 24 | $216.9M | $37.1M |
自由现金流ESNTVNET
| Q4 25 | $848.7M | — | ||
| Q3 25 | $210.6M | $-193.1M | ||
| Q2 25 | $188.8M | — | ||
| Q1 25 | $221.3M | $-220.0M | ||
| Q4 24 | $854.8M | — | ||
| Q3 24 | $228.7M | $-95.0M | ||
| Q2 24 | $187.6M | $-81.6M | ||
| Q1 24 | $212.5M | $-102.2M |
自由现金流率ESNTVNET
| Q4 25 | 271.7% | — | ||
| Q3 25 | 67.5% | -53.2% | ||
| Q2 25 | 59.2% | — | ||
| Q1 25 | 69.7% | -71.1% | ||
| Q4 24 | 271.3% | — | ||
| Q3 24 | 72.2% | -31.4% | ||
| Q2 24 | 60.0% | -29.8% | ||
| Q1 24 | 71.2% | -38.9% |
资本支出强度ESNTVNET
| Q4 25 | 2.4% | — | ||
| Q3 25 | 1.7% | 84.6% | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.1% | 79.8% | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | 0.2% | 67.3% | ||
| Q2 24 | 0.3% | 50.1% | ||
| Q1 24 | 1.5% | 53.0% |
现金转化率ESNTVNET
| Q4 25 | 5.52× | — | ||
| Q3 25 | 1.31× | — | ||
| Q2 25 | 0.97× | — | ||
| Q1 25 | 1.26× | — | ||
| Q4 24 | 5.13× | — | ||
| Q3 24 | 1.30× | — | ||
| Q2 24 | 0.93× | — | ||
| Q1 24 | 1.19× | — |
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
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
VNET
暂无分部数据
