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Essex Property Trust（ESS）与Fidelity National Financial, Inc.（FNF）财务数据对比。点击上方公司名可切换其他公司
Fidelity National Financial, Inc.的季度营收约是Essex Property Trust的1.1倍（$544.0M vs $479.6M），Essex Property Trust净利率更高（17.9% vs -21.5%，领先39.4%），Fidelity National Financial, Inc.同比增速更快（10.3% vs 5.5%），过去两年Fidelity National Financial, Inc.的营收复合增速更高（13.7% 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。
富达国民金融是美国财富500强企业，主要面向房地产与抵押贷款行业提供产权保险及交割服务，2019年其产权及房地产业务相关年度营收约为84.69亿美元，是全球领先的产权保险服务供应商。
ESS vs FNF — 直观对比
营收规模更大
FNF
是对方的1.1倍
$479.6M
营收增速更快
FNF
高出4.8%
5.5%
净利率更高
ESS
高出39.4%
-21.5%
两年增速更快
FNF
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $544.0M |
| 净利润 | $85.7M | $-117.0M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 82.9% |
| 净利率 | 17.9% | -21.5% |
| 营收同比 | 5.5% | 10.3% |
| 净利润同比 | -71.6% | -126.0% |
| 每股收益（稀释后） | $1.24 | $-0.44 |
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ESSFNF
| Q4 25 | $479.6M | $544.0M | ||
| Q3 25 | $473.3M | $553.0M | ||
| Q2 25 | $469.8M | $547.0M | ||
| Q1 25 | $464.6M | $455.0M | ||
| Q4 24 | $454.5M | $493.0M | ||
| Q3 24 | $450.7M | $506.0M | ||
| Q2 24 | $442.4M | $504.0M | ||
| Q1 24 | $426.9M | $421.0M |
净利润ESSFNF
| Q4 25 | $85.7M | $-117.0M | ||
| Q3 25 | $172.7M | $358.0M | ||
| Q2 25 | $231.5M | $278.0M | ||
| Q1 25 | $212.8M | $83.0M | ||
| Q4 24 | $301.7M | $450.0M | ||
| Q3 24 | $125.5M | $266.0M | ||
| Q2 24 | $99.0M | $306.0M | ||
| Q1 24 | $285.1M | $248.0M |
毛利率ESSFNF
| Q4 25 | 70.0% | — | ||
| Q3 25 | 69.2% | — | ||
| Q2 25 | 70.7% | — | ||
| Q1 25 | 69.6% | — | ||
| Q4 24 | 70.0% | — | ||
| Q3 24 | 69.5% | — | ||
| Q2 24 | 70.8% | — | ||
| Q1 24 | 69.7% | — |
营业利润率ESSFNF
| Q4 25 | 31.7% | 82.9% | ||
| Q3 25 | 44.5% | 81.9% | ||
| Q2 25 | 59.5% | 69.8% | ||
| Q1 25 | 55.3% | 24.4% | ||
| Q4 24 | 67.0% | — | ||
| Q3 24 | 28.6% | 61.9% | ||
| Q2 24 | 31.1% | 90.9% | ||
| Q1 24 | 31.0% | 78.6% |
净利率ESSFNF
| Q4 25 | 17.9% | -21.5% | ||
| Q3 25 | 36.5% | 64.7% | ||
| Q2 25 | 49.3% | 50.8% | ||
| Q1 25 | 45.8% | 18.2% | ||
| Q4 24 | 66.4% | 91.3% | ||
| Q3 24 | 27.8% | 52.6% | ||
| Q2 24 | 22.4% | 60.7% | ||
| Q1 24 | 66.8% | 58.9% |
每股收益（稀释后）ESSFNF
| Q4 25 | $1.24 | $-0.44 | ||
| Q3 25 | $2.56 | $1.33 | ||
| Q2 25 | $3.44 | $1.02 | ||
| Q1 25 | $3.16 | $0.30 | ||
| Q4 24 | $4.00 | $1.65 | ||
| Q3 24 | $1.84 | $0.97 | ||
| Q2 24 | $1.45 | $1.12 | ||
| Q1 24 | $4.25 | $0.91 |
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 | $2.6B |
| 总债务越低越好 | — | $4.4B |
| 股东权益账面价值 | $5.5B | $7.4B |
| 总资产 | $13.2B | $109.0B |
| 负债/权益比越低杠杆越低 | — | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资ESSFNF
| Q4 25 | $76.2M | $2.6B | ||
| Q3 25 | $66.0M | $3.5B | ||
| Q2 25 | $58.7M | $3.3B | ||
| Q1 25 | $98.7M | $4.5B | ||
| Q4 24 | $66.8M | $3.5B | ||
| Q3 24 | $71.3M | $5.0B | ||
| Q2 24 | $55.2M | $4.9B | ||
| Q1 24 | $499.0M | $3.5B |
总债务ESSFNF
| Q4 25 | — | $4.4B | ||
| Q3 25 | $6.4B | $4.4B | ||
| Q2 25 | $6.4B | $4.4B | ||
| Q1 25 | $6.8B | $4.4B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | $6.4B | $4.2B | ||
| Q2 24 | $6.2B | $4.2B | ||
| Q1 24 | $6.6B | $3.9B |
股东权益ESSFNF
| Q4 25 | $5.5B | $7.4B | ||
| Q3 25 | $5.6B | $8.4B | ||
| Q2 25 | $5.6B | $7.9B | ||
| Q1 25 | $5.6B | $7.9B | ||
| Q4 24 | $5.5B | $7.8B | ||
| Q3 24 | $5.4B | $8.1B | ||
| Q2 24 | $5.5B | $7.3B | ||
| Q1 24 | $5.5B | $7.1B |
总资产ESSFNF
| Q4 25 | $13.2B | $109.0B | ||
| Q3 25 | $13.2B | $106.6B | ||
| Q2 25 | $13.2B | $102.3B | ||
| Q1 25 | $13.2B | $98.2B | ||
| Q4 24 | $12.9B | $95.4B | ||
| Q3 24 | $12.6B | $94.7B | ||
| Q2 24 | $12.5B | $88.8B | ||
| Q1 24 | $12.9B | $84.5B |
负债/权益比ESSFNF
| Q4 25 | — | 0.59× | ||
| Q3 25 | 1.15× | 0.53× | ||
| Q2 25 | 1.14× | 0.56× | ||
| Q1 25 | 1.22× | 0.56× | ||
| Q4 24 | — | 0.56× | ||
| Q3 24 | 1.18× | 0.52× | ||
| Q2 24 | 1.13× | 0.58× | ||
| Q1 24 | 1.19× | 0.55× |
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 | $1.5B |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 12.53× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ESSFNF
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $342.6M | $1.3B | ||
| Q2 25 | $216.1M | $1.9B | ||
| Q1 25 | $281.5M | $1.1B | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $316.2M | $2.4B | ||
| Q2 24 | $218.9M | $1.4B | ||
| Q1 24 | $314.9M | $1.6B |
现金转化率ESSFNF
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | 3.66× | ||
| Q2 25 | 0.93× | 6.82× | ||
| Q1 25 | 1.32× | 13.43× | ||
| Q4 24 | 3.54× | 3.32× | ||
| Q3 24 | 2.52× | 8.89× | ||
| Q2 24 | 2.21× | 4.45× | ||
| Q1 24 | 1.10× | 6.42× |
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
FNF
| Escrow Fees | $241.0M | 44% |
| Other Title Related Fees And Income | $182.0M | 33% |
| Service Link Excluding Title Premiums Escrow Fees And Subservicing Fees | $87.0M | 16% |
| Insurance Contracts Home Warranty | $31.0M | 6% |
