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Essex Property Trust（ESS）与BLUE OWL CAPITAL INC.（OWL）财务数据对比。点击上方公司名可切换其他公司
BLUE OWL CAPITAL INC.的季度营收约是Essex Property Trust的1.6倍（$755.6M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 6.3%，领先11.6%），BLUE OWL CAPITAL INC.同比增速更快（19.7% vs 5.5%），过去两年BLUE OWL CAPITAL INC.的营收复合增速更高（21.3% 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。
Blue Owl Capital Inc.是美国另类投资资产管理机构，于纽约证券交易所挂牌上市，股票代码为OWL，总部设在纽约市，在伦敦、迪拜、中国香港等全球多地设有办事处，专注为各类客户提供专业的另类资产管理解决方案。
ESS vs OWL — 直观对比
营收规模更大
OWL
是对方的1.6倍
$479.6M
营收增速更快
OWL
高出14.1%
5.5%
净利率更高
ESS
高出11.6%
6.3%
两年增速更快
OWL
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $755.6M |
| 净利润 | $85.7M | $47.7M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 22.2% |
| 净利率 | 17.9% | 6.3% |
| 营收同比 | 5.5% | 19.7% |
| 净利润同比 | -71.6% | 129.8% |
| 每股收益（稀释后） | $1.24 | $0.07 |
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ESSOWL
| Q4 25 | $479.6M | $755.6M | ||
| Q3 25 | $473.3M | $728.0M | ||
| Q2 25 | $469.8M | $703.1M | ||
| Q1 25 | $464.6M | $683.5M | ||
| Q4 24 | $454.5M | $631.4M | ||
| Q3 24 | $450.7M | $600.9M | ||
| Q2 24 | $442.4M | $549.8M | ||
| Q1 24 | $426.9M | $513.3M |
净利润ESSOWL
| Q4 25 | $85.7M | $47.7M | ||
| Q3 25 | $172.7M | $6.3M | ||
| Q2 25 | $231.5M | $17.4M | ||
| Q1 25 | $212.8M | $7.4M | ||
| Q4 24 | $301.7M | $20.7M | ||
| Q3 24 | $125.5M | $29.8M | ||
| Q2 24 | $99.0M | $33.9M | ||
| Q1 24 | $285.1M | $25.1M |
毛利率ESSOWL
| 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ESSOWL
| Q4 25 | 31.7% | 22.2% | ||
| Q3 25 | 44.5% | 7.6% | ||
| Q2 25 | 59.5% | 12.0% | ||
| Q1 25 | 55.3% | 5.9% | ||
| Q4 24 | 67.0% | 11.7% | ||
| Q3 24 | 28.6% | 18.7% | ||
| Q2 24 | 31.1% | 28.4% | ||
| Q1 24 | 31.0% | 24.7% |
净利率ESSOWL
| Q4 25 | 17.9% | 6.3% | ||
| Q3 25 | 36.5% | 0.9% | ||
| Q2 25 | 49.3% | 2.5% | ||
| Q1 25 | 45.8% | 1.1% | ||
| Q4 24 | 66.4% | 3.3% | ||
| Q3 24 | 27.8% | 5.0% | ||
| Q2 24 | 22.4% | 6.2% | ||
| Q1 24 | 66.8% | 4.9% |
每股收益（稀释后）ESSOWL
| Q4 25 | $1.24 | $0.07 | ||
| Q3 25 | $2.56 | $0.01 | ||
| Q2 25 | $3.44 | $0.02 | ||
| Q1 25 | $3.16 | $0.00 | ||
| Q4 24 | $4.00 | $0.06 | ||
| Q3 24 | $1.84 | $0.04 | ||
| Q2 24 | $1.45 | $0.06 | ||
| Q1 24 | $4.25 | $0.04 |
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 | $194.5M |
| 总债务越低越好 | — | $3.3B |
| 股东权益账面价值 | $5.5B | $2.2B |
| 总资产 | $13.2B | $12.5B |
| 负债/权益比越低杠杆越低 | — | 1.51× |
8季度趋势，按日历期对齐
现金及短期投资ESSOWL
| Q4 25 | $76.2M | $194.5M | ||
| Q3 25 | $66.0M | $137.3M | ||
| Q2 25 | $58.7M | $117.6M | ||
| Q1 25 | $98.7M | $97.6M | ||
| Q4 24 | $66.8M | $152.1M | ||
| Q3 24 | $71.3M | $115.9M | ||
| Q2 24 | $55.2M | $436.8M | ||
| Q1 24 | $499.0M | $155.8M |
总债务ESSOWL
| Q4 25 | — | $3.3B | ||
| Q3 25 | $6.4B | $3.2B | ||
| Q2 25 | $6.4B | $3.2B | ||
| Q1 25 | $6.8B | $3.2B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | $6.4B | $2.5B | ||
| Q2 24 | $6.2B | $2.5B | ||
| Q1 24 | $6.6B | $2.1B |
股东权益ESSOWL
| Q4 25 | $5.5B | $2.2B | ||
| Q3 25 | $5.6B | $2.3B | ||
| Q2 25 | $5.6B | $2.4B | ||
| Q1 25 | $5.6B | $2.3B | ||
| Q4 24 | $5.5B | $2.1B | ||
| Q3 24 | $5.4B | $2.0B | ||
| Q2 24 | $5.5B | $1.7B | ||
| Q1 24 | $5.5B | $1.6B |
总资产ESSOWL
| Q4 25 | $13.2B | $12.5B | ||
| Q3 25 | $13.2B | $12.5B | ||
| Q2 25 | $13.2B | $12.3B | ||
| Q1 25 | $13.2B | $12.3B | ||
| Q4 24 | $12.9B | $11.0B | ||
| Q3 24 | $12.6B | $10.8B | ||
| Q2 24 | $12.5B | $9.7B | ||
| Q1 24 | $12.9B | $9.0B |
负债/权益比ESSOWL
| Q4 25 | — | 1.51× | ||
| Q3 25 | 1.15× | 1.41× | ||
| Q2 25 | 1.14× | 1.38× | ||
| Q1 25 | 1.22× | 1.37× | ||
| Q4 24 | — | 1.22× | ||
| Q3 24 | 1.18× | 1.27× | ||
| Q2 24 | 1.13× | 1.41× | ||
| Q1 24 | 1.19× | 1.26× |
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 | $382.9M |
| 自由现金流经营现金流 - 资本支出 | — | $359.1M |
| 自由现金流率自由现金流/营收 | — | 47.5% |
| 资本支出强度资本支出/营收 | — | 3.1% |
| 现金转化率经营现金流/净利润 | 12.53× | 8.03× |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势，按日历期对齐
经营现金流ESSOWL
| Q4 25 | $1.1B | $382.9M | ||
| Q3 25 | $342.6M | $433.1M | ||
| Q2 25 | $216.1M | $422.5M | ||
| Q1 25 | $281.5M | $17.6M | ||
| Q4 24 | $1.1B | $324.0M | ||
| Q3 24 | $316.2M | $326.0M | ||
| Q2 24 | $218.9M | $302.3M | ||
| Q1 24 | $314.9M | $47.2M |
自由现金流ESSOWL
| Q4 25 | — | $359.1M | ||
| Q3 25 | — | $422.5M | ||
| Q2 25 | — | $412.5M | ||
| Q1 25 | — | $4.2M | ||
| Q4 24 | — | $310.1M | ||
| Q3 24 | — | $314.8M | ||
| Q2 24 | — | $269.4M | ||
| Q1 24 | — | $41.1M |
自由现金流率ESSOWL
| Q4 25 | — | 47.5% | ||
| Q3 25 | — | 58.0% | ||
| Q2 25 | — | 58.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 49.1% | ||
| Q3 24 | — | 52.4% | ||
| Q2 24 | — | 49.0% | ||
| Q1 24 | — | 8.0% |
资本支出强度ESSOWL
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 6.0% | ||
| Q1 24 | — | 1.2% |
现金转化率ESSOWL
| Q4 25 | 12.53× | 8.03× | ||
| Q3 25 | 1.98× | 68.64× | ||
| Q2 25 | 0.93× | 24.25× | ||
| Q1 25 | 1.32× | 2.37× | ||
| Q4 24 | 3.54× | 15.62× | ||
| Q3 24 | 2.52× | 10.94× | ||
| Q2 24 | 2.21× | 8.91× | ||
| Q1 24 | 1.10× | 1.88× |
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
OWL
| Credit Platform | $455.0M | 60% |
| GP Strategic Capital Platform | $157.0M | 21% |
| Administrative Service | $87.6M | 12% |
| IPI Partners LLC | $33.8M | 4% |
| Other | $22.2M | 3% |
