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Essex Property Trust（ESS）与游戏驿站（GME）财务数据对比。点击上方公司名可切换其他公司
游戏驿站的季度营收约是Essex Property Trust的1.7倍（$821.0M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 9.4%，领先8.5%），Essex Property Trust同比增速更快（5.5% vs -4.6%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -32.3%）
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。
游戏驿站（GameStop Corp.）是美国知名电子游戏、消费电子及游戏周边零售企业，总部位于得克萨斯州格雷普韦恩，是全球规模最大的电子游戏零售商。截至2025年2月，公司在美、加、澳及欧洲地区共运营3203家门店，旗下拥有EB Games、ThinkGeek等多个零售品牌，前身为1984年于达拉斯成立的Babbage's。
ESS vs GME — 直观对比
营收规模更大
GME
是对方的1.7倍
$479.6M
营收增速更快
ESS
高出10.1%
-4.6%
净利率更高
ESS
高出8.5%
9.4%
两年增速更快
ESS
近两年复合增速
-32.3%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $821.0M |
| 净利润 | $85.7M | $77.1M |
| 毛利率 | 70.0% | 33.3% |
| 营业利润率 | 31.7% | 5.0% |
| 净利率 | 17.9% | 9.4% |
| 营收同比 | 5.5% | -4.6% |
| 净利润同比 | -71.6% | 343.1% |
| 每股收益（稀释后） | $1.24 | $0.13 |
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ESSGME
| Q4 25 | $479.6M | $821.0M | ||
| Q3 25 | $473.3M | $972.2M | ||
| Q2 25 | $469.8M | $732.4M | ||
| Q1 25 | $464.6M | $1.3B | ||
| Q4 24 | $454.5M | $860.3M | ||
| Q3 24 | $450.7M | $798.3M | ||
| Q2 24 | $442.4M | $881.8M | ||
| Q1 24 | $426.9M | $1.8B |
净利润ESSGME
| Q4 25 | $85.7M | $77.1M | ||
| Q3 25 | $172.7M | $168.6M | ||
| Q2 25 | $231.5M | $44.8M | ||
| Q1 25 | $212.8M | $131.4M | ||
| Q4 24 | $301.7M | $17.4M | ||
| Q3 24 | $125.5M | $14.8M | ||
| Q2 24 | $99.0M | $-32.3M | ||
| Q1 24 | $285.1M | $63.1M |
毛利率ESSGME
| Q4 25 | 70.0% | 33.3% | ||
| Q3 25 | 69.2% | 29.1% | ||
| Q2 25 | 70.7% | 34.5% | ||
| Q1 25 | 69.6% | 28.3% | ||
| Q4 24 | 70.0% | 29.9% | ||
| Q3 24 | 69.5% | 31.2% | ||
| Q2 24 | 70.8% | 27.7% | ||
| Q1 24 | 69.7% | 23.4% |
营业利润率ESSGME
| Q4 25 | 31.7% | 5.0% | ||
| Q3 25 | 44.5% | 6.8% | ||
| Q2 25 | 59.5% | -1.5% | ||
| Q1 25 | 55.3% | 6.2% | ||
| Q4 24 | 67.0% | -3.9% | ||
| Q3 24 | 28.6% | -2.8% | ||
| Q2 24 | 31.1% | -5.7% | ||
| Q1 24 | 31.0% | 3.1% |
净利率ESSGME
| Q4 25 | 17.9% | 9.4% | ||
| Q3 25 | 36.5% | 17.3% | ||
| Q2 25 | 49.3% | 6.1% | ||
| Q1 25 | 45.8% | 10.2% | ||
| Q4 24 | 66.4% | 2.0% | ||
| Q3 24 | 27.8% | 1.9% | ||
| Q2 24 | 22.4% | -3.7% | ||
| Q1 24 | 66.8% | 3.5% |
每股收益（稀释后）ESSGME
| Q4 25 | $1.24 | $0.13 | ||
| Q3 25 | $2.56 | $0.31 | ||
| Q2 25 | $3.44 | $0.09 | ||
| Q1 25 | $3.16 | $0.36 | ||
| Q4 24 | $4.00 | $0.04 | ||
| Q3 24 | $1.84 | $0.04 | ||
| Q2 24 | $1.45 | $-0.11 | ||
| Q1 24 | $4.25 | $0.21 |
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 | $8.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $5.3B |
| 总资产 | $13.2B | $10.6B |
| 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ESSGME
| Q4 25 | $76.2M | $8.8B | ||
| Q3 25 | $66.0M | $8.7B | ||
| Q2 25 | $58.7M | $6.4B | ||
| Q1 25 | $98.7M | $4.8B | ||
| Q4 24 | $66.8M | $4.6B | ||
| Q3 24 | $71.3M | $4.2B | ||
| Q2 24 | $55.2M | $1.1B | ||
| Q1 24 | $499.0M | $1.2B |
总债务ESSGME
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | $16.9M | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.6B | $28.5M |
股东权益ESSGME
| Q4 25 | $5.5B | $5.3B | ||
| Q3 25 | $5.6B | $5.2B | ||
| Q2 25 | $5.6B | $5.0B | ||
| Q1 25 | $5.6B | $4.9B | ||
| Q4 24 | $5.5B | $4.8B | ||
| Q3 24 | $5.4B | $4.4B | ||
| Q2 24 | $5.5B | $1.3B | ||
| Q1 24 | $5.5B | $1.3B |
总资产ESSGME
| Q4 25 | $13.2B | $10.6B | ||
| Q3 25 | $13.2B | $10.3B | ||
| Q2 25 | $13.2B | $7.5B | ||
| Q1 25 | $13.2B | $5.9B | ||
| Q4 24 | $12.9B | $6.2B | ||
| Q3 24 | $12.6B | $5.5B | ||
| Q2 24 | $12.5B | $2.6B | ||
| Q1 24 | $12.9B | $2.7B |
负债/权益比ESSGME
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | 0.00× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.13× | — | ||
| Q1 24 | 1.19× | 0.02× |
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 | $111.3M |
| 自由现金流经营现金流 - 资本支出 | — | $107.0M |
| 自由现金流率自由现金流/营收 | — | 13.0% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | 12.53× | 1.44× |
| 过去12个月自由现金流最近4个季度 | — | $568.7M |
8季度趋势，按日历期对齐
经营现金流ESSGME
| Q4 25 | $1.1B | $111.3M | ||
| Q3 25 | $342.6M | $117.4M | ||
| Q2 25 | $216.1M | $192.5M | ||
| Q1 25 | $281.5M | $162.3M | ||
| Q4 24 | $1.1B | $24.6M | ||
| Q3 24 | $316.2M | $68.6M | ||
| Q2 24 | $218.9M | $-109.8M | ||
| Q1 24 | $314.9M | $-11.0M |
自由现金流ESSGME
| Q4 25 | — | $107.0M | ||
| Q3 25 | — | $113.3M | ||
| Q2 25 | — | $189.6M | ||
| Q1 25 | — | $158.8M | ||
| Q4 24 | — | $20.0M | ||
| Q3 24 | — | $65.5M | ||
| Q2 24 | — | $-114.7M | ||
| Q1 24 | — | $-18.7M |
自由现金流率ESSGME
| Q4 25 | — | 13.0% | ||
| Q3 25 | — | 11.7% | ||
| Q2 25 | — | 25.9% | ||
| Q1 25 | — | 12.4% | ||
| Q4 24 | — | 2.3% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | -13.0% | ||
| Q1 24 | — | -1.0% |
资本支出强度ESSGME
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.6% | ||
| Q1 24 | — | 0.4% |
现金转化率ESSGME
| Q4 25 | 12.53× | 1.44× | ||
| Q3 25 | 1.98× | 0.70× | ||
| Q2 25 | 0.93× | 4.30× | ||
| Q1 25 | 1.32× | 1.24× | ||
| Q4 24 | 3.54× | 1.41× | ||
| Q3 24 | 2.52× | 4.64× | ||
| Q2 24 | 2.21× | — | ||
| Q1 24 | 1.10× | -0.17× |
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
GME
| Hardware And Accessories | $367.4M | 45% |
| Collectibles | $256.1M | 31% |
| Software | $197.5M | 24% |
