vs
Essex Property Trust（ESS）与EZCORP INC（EZPW）财务数据对比。点击上方公司名可切换其他公司
Essex Property Trust的季度营收约是EZCORP INC的1.3倍（$479.6M vs $382.0M），Essex Property Trust净利率更高（17.9% vs 11.6%，领先6.3%），EZCORP INC同比增速更快（19.3% vs 5.5%），过去两年EZCORP INC的营收复合增速更高（15.6% vs 6.0%）
Essex Property Trust是一家公开上市的房地产投资信托企业，重点布局美国西海岸优质不动产市场，核心投资标的为加利福尼亚州及西雅图大都会区的公寓类物业，在长租公寓的投资、运营及管理领域拥有深厚的行业积累与资源优势。
EZCORP是总部位于美国得克萨斯州奥斯汀的典当行运营商，业务覆盖美国及拉丁美洲地区，是美国第二大典当行运营商，仅次于Cash America International，目前在纳斯达克挂牌上市。
ESS vs EZPW — 直观对比
营收规模更大
ESS
是对方的1.3倍
$382.0M
营收增速更快
EZPW
高出13.8%
5.5%
净利率更高
ESS
高出6.3%
11.6%
两年增速更快
EZPW
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $382.0M |
| 净利润 | $85.7M | $44.3M |
| 毛利率 | 70.0% | 58.4% |
| 营业利润率 | 31.7% | 15.9% |
| 净利率 | 17.9% | 11.6% |
| 营收同比 | 5.5% | 19.3% |
| 净利润同比 | -71.6% | 42.8% |
| 每股收益（稀释后） | $1.24 | $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ESSEZPW
| Q4 25 | $479.6M | $382.0M | ||
| Q3 25 | $473.3M | $336.8M | ||
| Q2 25 | $469.8M | $311.0M | ||
| Q1 25 | $464.6M | $306.3M | ||
| Q4 24 | $454.5M | $320.2M | ||
| Q3 24 | $450.7M | $294.6M | ||
| Q2 24 | $442.4M | $281.4M | ||
| Q1 24 | $426.9M | $285.6M |
净利润ESSEZPW
| Q4 25 | $85.7M | $44.3M | ||
| Q3 25 | $172.7M | $26.7M | ||
| Q2 25 | $231.5M | $26.5M | ||
| Q1 25 | $212.8M | $25.4M | ||
| Q4 24 | $301.7M | $31.0M | ||
| Q3 24 | $125.5M | $15.2M | ||
| Q2 24 | $99.0M | $17.9M | ||
| Q1 24 | $285.1M | $21.5M |
毛利率ESSEZPW
| Q4 25 | 70.0% | 58.4% | ||
| Q3 25 | 69.2% | 59.0% | ||
| Q2 25 | 70.7% | 59.1% | ||
| Q1 25 | 69.6% | 58.3% | ||
| Q4 24 | 70.0% | 57.9% | ||
| Q3 24 | 69.5% | 59.5% | ||
| Q2 24 | 70.8% | 59.2% | ||
| Q1 24 | 69.7% | 58.7% |
营业利润率ESSEZPW
| Q4 25 | 31.7% | 15.9% | ||
| Q3 25 | 44.5% | 11.0% | ||
| Q2 25 | 59.5% | 11.6% | ||
| Q1 25 | 55.3% | 11.2% | ||
| Q4 24 | 67.0% | 13.1% | ||
| Q3 24 | 28.6% | 8.8% | ||
| Q2 24 | 31.1% | 7.9% | ||
| Q1 24 | 31.0% | 9.6% |
净利率ESSEZPW
| Q4 25 | 17.9% | 11.6% | ||
| Q3 25 | 36.5% | 7.9% | ||
| Q2 25 | 49.3% | 8.5% | ||
| Q1 25 | 45.8% | 8.3% | ||
| Q4 24 | 66.4% | 9.7% | ||
| Q3 24 | 27.8% | 5.2% | ||
| Q2 24 | 22.4% | 6.4% | ||
| Q1 24 | 66.8% | 7.5% |
每股收益（稀释后）ESSEZPW
| Q4 25 | $1.24 | $0.55 | ||
| Q3 25 | $2.56 | $0.35 | ||
| Q2 25 | $3.44 | $0.34 | ||
| Q1 25 | $3.16 | $0.33 | ||
| Q4 24 | $4.00 | $0.40 | ||
| Q3 24 | $1.84 | $0.20 | ||
| Q2 24 | $1.45 | $0.25 | ||
| Q1 24 | $4.25 | $0.29 |
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 | $76.2M | $465.9M |
| 总债务越低越好 | — | $518.6M |
| 股东权益账面价值 | $5.5B | $1.1B |
| 总资产 | $13.2B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.48× |
8季度趋势，按日历期对齐
现金及短期投资ESSEZPW
| Q4 25 | $76.2M | $465.9M | ||
| Q3 25 | $66.0M | $469.5M | ||
| Q2 25 | $58.7M | $472.1M | ||
| Q1 25 | $98.7M | $505.2M | ||
| Q4 24 | $66.8M | $174.5M | ||
| Q3 24 | $71.3M | $170.5M | ||
| Q2 24 | $55.2M | $218.0M | ||
| Q1 24 | $499.0M | $229.1M |
总债务ESSEZPW
| Q4 25 | — | $518.6M | ||
| Q3 25 | $6.4B | $518.1M | ||
| Q2 25 | $6.4B | $517.6M | ||
| Q1 25 | $6.8B | $620.5M | ||
| Q4 24 | — | $327.7M | ||
| Q3 24 | $6.4B | $327.3M | ||
| Q2 24 | $6.2B | $361.3M | ||
| Q1 24 | $6.6B | $360.9M |
股东权益ESSEZPW
| Q4 25 | $5.5B | $1.1B | ||
| Q3 25 | $5.6B | $1.0B | ||
| Q2 25 | $5.6B | $990.1M | ||
| Q1 25 | $5.6B | $851.6M | ||
| Q4 24 | $5.5B | $823.9M | ||
| Q3 24 | $5.4B | $804.6M | ||
| Q2 24 | $5.5B | $801.5M | ||
| Q1 24 | $5.5B | $800.4M |
总资产ESSEZPW
| Q4 25 | $13.2B | $2.0B | ||
| Q3 25 | $13.2B | $2.0B | ||
| Q2 25 | $13.2B | $1.9B | ||
| Q1 25 | $13.2B | $1.8B | ||
| Q4 24 | $12.9B | $1.5B | ||
| Q3 24 | $12.6B | $1.5B | ||
| Q2 24 | $12.5B | $1.5B | ||
| Q1 24 | $12.9B | $1.5B |
负债/权益比ESSEZPW
| Q4 25 | — | 0.48× | ||
| Q3 25 | 1.15× | 0.51× | ||
| Q2 25 | 1.14× | 0.52× | ||
| Q1 25 | 1.22× | 0.73× | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | 1.18× | 0.41× | ||
| Q2 24 | 1.13× | 0.45× | ||
| Q1 24 | 1.19× | 0.45× |
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 | $1.1B | $39.1M |
| 自由现金流经营现金流 - 资本支出 | — | $31.7M |
| 自由现金流率自由现金流/营收 | — | 8.3% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 现金转化率经营现金流/净利润 | 12.53× | 0.88× |
| 过去12个月自由现金流最近4个季度 | — | $121.7M |
8季度趋势，按日历期对齐
经营现金流ESSEZPW
| Q4 25 | $1.1B | $39.1M | ||
| Q3 25 | $342.6M | $51.3M | ||
| Q2 25 | $216.1M | $34.8M | ||
| Q1 25 | $281.5M | $36.9M | ||
| Q4 24 | $1.1B | $26.0M | ||
| Q3 24 | $316.2M | $43.3M | ||
| Q2 24 | $218.9M | $33.7M | ||
| Q1 24 | $314.9M | $15.1M |
自由现金流ESSEZPW
| Q4 25 | — | $31.7M | ||
| Q3 25 | — | $35.7M | ||
| Q2 25 | — | $25.7M | ||
| Q1 25 | — | $28.6M | ||
| Q4 24 | — | $20.4M | ||
| Q3 24 | — | $24.4M | ||
| Q2 24 | — | $30.5M | ||
| Q1 24 | — | $8.6M |
自由现金流率ESSEZPW
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 10.6% | ||
| Q2 25 | — | 8.3% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | — | 8.3% | ||
| Q2 24 | — | 10.8% | ||
| Q1 24 | — | 3.0% |
资本支出强度ESSEZPW
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | — | 2.7% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | — | 6.4% | ||
| Q2 24 | — | 1.1% | ||
| Q1 24 | — | 2.3% |
现金转化率ESSEZPW
| Q4 25 | 12.53× | 0.88× | ||
| Q3 25 | 1.98× | 1.92× | ||
| Q2 25 | 0.93× | 1.31× | ||
| Q1 25 | 1.32× | 1.45× | ||
| Q4 24 | 3.54× | 0.84× | ||
| Q3 24 | 2.52× | 2.85× | ||
| Q2 24 | 2.21× | 1.88× | ||
| Q1 24 | 1.10× | 0.70× |
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
ESS
暂无分部数据
EZPW
| Merchandise | $210.1M | 55% |
| Pawn Service | $131.9M | 35% |
| Jewelry Scrap | $39.9M | 10% |
