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Essex Property Trust（ESS）与UiPath, Inc.（PATH）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UiPath, Inc.的1.2倍（$479.6M vs $411.1M），UiPath, Inc.净利率更高（48.4% vs 17.9%，领先30.5%），UiPath, Inc.同比增速更快（15.9% vs 5.5%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs 0.7%）
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。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
ESS vs PATH — 直观对比
营收规模更大
ESS
是对方的1.2倍
$411.1M
营收增速更快
PATH
高出10.4%
5.5%
净利率更高
PATH
高出30.5%
17.9%
两年增速更快
ESS
近两年复合增速
0.7%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $411.1M |
| 净利润 | $85.7M | $198.8M |
| 毛利率 | 70.0% | 83.3% |
| 营业利润率 | 31.7% | 3.2% |
| 净利率 | 17.9% | 48.4% |
| 营收同比 | 5.5% | 15.9% |
| 净利润同比 | -71.6% | 1966.2% |
| 每股收益（稀释后） | $1.24 | $0.37 |
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ESSPATH
| Q4 25 | $479.6M | $411.1M | ||
| Q3 25 | $473.3M | $361.7M | ||
| Q2 25 | $469.8M | $356.6M | ||
| Q1 25 | $464.6M | $423.6M | ||
| Q4 24 | $454.5M | $354.7M | ||
| Q3 24 | $450.7M | $316.3M | ||
| Q2 24 | $442.4M | $335.1M | ||
| Q1 24 | $426.9M | $405.3M |
净利润ESSPATH
| Q4 25 | $85.7M | $198.8M | ||
| Q3 25 | $172.7M | $1.6M | ||
| Q2 25 | $231.5M | $-22.6M | ||
| Q1 25 | $212.8M | $51.8M | ||
| Q4 24 | $301.7M | $-10.7M | ||
| Q3 24 | $125.5M | $-86.1M | ||
| Q2 24 | $99.0M | $-28.7M | ||
| Q1 24 | $285.1M | $33.9M |
毛利率ESSPATH
| Q4 25 | 70.0% | 83.3% | ||
| Q3 25 | 69.2% | 82.2% | ||
| Q2 25 | 70.7% | 82.1% | ||
| Q1 25 | 69.6% | 84.8% | ||
| Q4 24 | 70.0% | 82.0% | ||
| Q3 24 | 69.5% | 80.0% | ||
| Q2 24 | 70.8% | 83.5% | ||
| Q1 24 | 69.7% | 86.8% |
营业利润率ESSPATH
| Q4 25 | 31.7% | 3.2% | ||
| Q3 25 | 44.5% | -5.6% | ||
| Q2 25 | 59.5% | -4.6% | ||
| Q1 25 | 55.3% | 7.9% | ||
| Q4 24 | 67.0% | -12.2% | ||
| Q3 24 | 28.6% | -32.7% | ||
| Q2 24 | 31.1% | -14.8% | ||
| Q1 24 | 31.0% | 3.7% |
净利率ESSPATH
| Q4 25 | 17.9% | 48.4% | ||
| Q3 25 | 36.5% | 0.4% | ||
| Q2 25 | 49.3% | -6.3% | ||
| Q1 25 | 45.8% | 12.2% | ||
| Q4 24 | 66.4% | -3.0% | ||
| Q3 24 | 27.8% | -27.2% | ||
| Q2 24 | 22.4% | -8.6% | ||
| Q1 24 | 66.8% | 8.4% |
每股收益（稀释后）ESSPATH
| Q4 25 | $1.24 | $0.37 | ||
| Q3 25 | $2.56 | $0.00 | ||
| Q2 25 | $3.44 | $-0.04 | ||
| Q1 25 | $3.16 | $0.09 | ||
| Q4 24 | $4.00 | $-0.02 | ||
| Q3 24 | $1.84 | $-0.15 | ||
| Q2 24 | $1.45 | $-0.05 | ||
| Q1 24 | $4.25 | $0.07 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $1.9B |
| 总资产 | $13.2B | $2.9B |
| 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ESSPATH
| Q4 25 | $76.2M | $1.4B | ||
| Q3 25 | $66.0M | $1.4B | ||
| Q2 25 | $58.7M | $1.6B | ||
| Q1 25 | $98.7M | $1.6B | ||
| Q4 24 | $66.8M | $1.6B | ||
| Q3 24 | $71.3M | $1.7B | ||
| Q2 24 | $55.2M | $1.9B | ||
| Q1 24 | $499.0M | $1.9B |
总债务ESSPATH
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.6B | — |
股东权益ESSPATH
| Q4 25 | $5.5B | $1.9B | ||
| Q3 25 | $5.6B | $1.7B | ||
| Q2 25 | $5.6B | $1.7B | ||
| Q1 25 | $5.6B | $1.8B | ||
| Q4 24 | $5.5B | $1.7B | ||
| Q3 24 | $5.4B | $1.8B | ||
| Q2 24 | $5.5B | $2.0B | ||
| Q1 24 | $5.5B | $2.0B |
总资产ESSPATH
| Q4 25 | $13.2B | $2.9B | ||
| Q3 25 | $13.2B | $2.6B | ||
| Q2 25 | $13.2B | $2.6B | ||
| Q1 25 | $13.2B | $2.9B | ||
| Q4 24 | $12.9B | $2.7B | ||
| Q3 24 | $12.6B | $2.7B | ||
| Q2 24 | $12.5B | $2.8B | ||
| Q1 24 | $12.9B | $3.0B |
负债/权益比ESSPATH
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.13× | — | ||
| Q1 24 | 1.19× | — |
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 | $28.3M |
| 自由现金流经营现金流 - 资本支出 | — | $25.1M |
| 自由现金流率自由现金流/营收 | — | 6.1% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | 12.53× | 0.14× |
| 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ESSPATH
| Q4 25 | $1.1B | $28.3M | ||
| Q3 25 | $342.6M | $41.6M | ||
| Q2 25 | $216.1M | $119.0M | ||
| Q1 25 | $281.5M | $146.1M | ||
| Q4 24 | $1.1B | $28.1M | ||
| Q3 24 | $316.2M | $46.4M | ||
| Q2 24 | $218.9M | $100.0M | ||
| Q1 24 | $314.9M | $145.6M |
自由现金流ESSPATH
| Q4 25 | — | $25.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $106.2M | ||
| Q1 25 | — | $138.7M | ||
| Q4 24 | — | $23.2M | ||
| Q3 24 | — | $45.0M | ||
| Q2 24 | — | $98.8M | ||
| Q1 24 | — | $141.8M |
自由现金流率ESSPATH
| Q4 25 | — | 6.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 29.8% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | 14.2% | ||
| Q2 24 | — | 29.5% | ||
| Q1 24 | — | 35.0% |
资本支出强度ESSPATH
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.9% |
现金转化率ESSPATH
| Q4 25 | 12.53× | 0.14× | ||
| Q3 25 | 1.98× | 26.25× | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 1.32× | 2.82× | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | — | ||
| Q2 24 | 2.21× | — | ||
| Q1 24 | 1.10× | 4.29× |
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
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
