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Essex Property Trust(ESS)与PIPER SANDLER COMPANIES(PIPR)财务数据对比。点击上方公司名可切换其他公司
PIPER SANDLER COMPANIES的季度营收约是Essex Property Trust的1.4倍($667.0M vs $479.6M),Essex Property Trust净利率更高(17.9% vs 17.1%,领先0.8%),PIPER SANDLER COMPANIES同比增速更快(37.4% vs 5.5%),过去两年PIPER SANDLER COMPANIES的营收复合增速更高(39.2% 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。
Piper Sandler是一家美国跨国投资银行及金融服务提供商,核心业务覆盖并购重组、财务重整、公开募股、公共财政、机构经纪、投资管理、证券研究等领域,通过旗下核心子公司Piper Sandler & Co.为企业、机构投资者及公共组织提供专业金融服务。
ESS vs PIPR — 直观对比
营收规模更大
PIPR
是对方的1.4倍
$479.6M
营收增速更快
PIPR
高出31.9%
5.5%
净利率更高
ESS
高出0.8%
17.1%
两年增速更快
PIPR
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $479.6M | $667.0M |
| 净利润 | $85.7M | $114.0M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 28.3% |
| 净利率 | 17.9% | 17.1% |
| 营收同比 | 5.5% | 37.4% |
| 净利润同比 | -71.6% | 65.0% |
| 每股收益(稀释后) | $1.24 | $6.41 |
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
ESS
PIPR
| Q4 25 | $479.6M | $667.0M | ||
| Q3 25 | $473.3M | $480.1M | ||
| Q2 25 | $469.8M | $398.6M | ||
| Q1 25 | $464.6M | $358.6M | ||
| Q4 24 | $454.5M | $485.4M | ||
| Q3 24 | $450.7M | $360.9M | ||
| Q2 24 | $442.4M | $340.8M | ||
| Q1 24 | $426.9M | $344.4M |
净利润
ESS
PIPR
| Q4 25 | $85.7M | $114.0M | ||
| Q3 25 | $172.7M | $60.3M | ||
| Q2 25 | $231.5M | $42.2M | ||
| Q1 25 | $212.8M | $64.9M | ||
| Q4 24 | $301.7M | $69.1M | ||
| Q3 24 | $125.5M | $34.8M | ||
| Q2 24 | $99.0M | $34.8M | ||
| Q1 24 | $285.1M | $42.5M |
毛利率
ESS
PIPR
| 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
ESS
PIPR
| Q4 25 | 31.7% | 28.3% | ||
| Q3 25 | 44.5% | 22.4% | ||
| Q2 25 | 59.5% | 12.3% | ||
| Q1 25 | 55.3% | 8.2% | ||
| Q4 24 | 67.0% | 16.9% | ||
| Q3 24 | 28.6% | 15.4% | ||
| Q2 24 | 31.1% | 8.3% | ||
| Q1 24 | 31.0% | 15.2% |
净利率
ESS
PIPR
| Q4 25 | 17.9% | 17.1% | ||
| Q3 25 | 36.5% | 12.6% | ||
| Q2 25 | 49.3% | 10.6% | ||
| Q1 25 | 45.8% | 18.1% | ||
| Q4 24 | 66.4% | 14.2% | ||
| Q3 24 | 27.8% | 9.6% | ||
| Q2 24 | 22.4% | 10.2% | ||
| Q1 24 | 66.8% | 12.3% |
每股收益(稀释后)
ESS
PIPR
| Q4 25 | $1.24 | $6.41 | ||
| Q3 25 | $2.56 | $3.38 | ||
| Q2 25 | $3.44 | $2.38 | ||
| Q1 25 | $3.16 | $3.65 | ||
| Q4 24 | $4.00 | $3.88 | ||
| Q3 24 | $1.84 | $1.96 | ||
| Q2 24 | $1.45 | $1.97 | ||
| Q1 24 | $4.25 | $2.43 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $1.4B |
| 总资产 | $13.2B | $2.6B |
| 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
ESS
PIPR
| Q4 25 | $76.2M | — | ||
| Q3 25 | $66.0M | — | ||
| Q2 25 | $58.7M | — | ||
| Q1 25 | $98.7M | — | ||
| Q4 24 | $66.8M | — | ||
| Q3 24 | $71.3M | — | ||
| Q2 24 | $55.2M | — | ||
| Q1 24 | $499.0M | — |
总债务
ESS
PIPR
| 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
ESS
PIPR
| Q4 25 | $5.5B | $1.4B | ||
| Q3 25 | $5.6B | $1.3B | ||
| Q2 25 | $5.6B | $1.2B | ||
| Q1 25 | $5.6B | $1.2B | ||
| Q4 24 | $5.5B | $1.2B | ||
| Q3 24 | $5.4B | $1.2B | ||
| Q2 24 | $5.5B | $1.1B | ||
| Q1 24 | $5.5B | $1.1B |
总资产
ESS
PIPR
| Q4 25 | $13.2B | $2.6B | ||
| Q3 25 | $13.2B | $2.2B | ||
| Q2 25 | $13.2B | $2.0B | ||
| Q1 25 | $13.2B | $1.8B | ||
| Q4 24 | $12.9B | $2.3B | ||
| Q3 24 | $12.6B | $2.0B | ||
| Q2 24 | $12.5B | $1.9B | ||
| Q1 24 | $12.9B | $1.8B |
负债/权益比
ESS
PIPR
| 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 | $729.8M |
| 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× | 6.40× |
| 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
ESS
PIPR
| Q4 25 | $1.1B | $729.8M | ||
| Q3 25 | $342.6M | $31.9M | ||
| Q2 25 | $216.1M | $32.1M | ||
| Q1 25 | $281.5M | $-207.2M | ||
| Q4 24 | $1.1B | $163.8M | ||
| Q3 24 | $316.2M | $80.1M | ||
| Q2 24 | $218.9M | $266.5M | ||
| Q1 24 | $314.9M | $-197.2M |
现金转化率
ESS
PIPR
| Q4 25 | 12.53× | 6.40× | ||
| Q3 25 | 1.98× | 0.53× | ||
| Q2 25 | 0.93× | 0.76× | ||
| Q1 25 | 1.32× | -3.19× | ||
| Q4 24 | 3.54× | 2.37× | ||
| Q3 24 | 2.52× | 2.30× | ||
| Q2 24 | 2.21× | 7.66× | ||
| Q1 24 | 1.10× | -4.64× |
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
PIPR
| Advisory Services | $402.6M | 60% |
| Equities Financing | $66.7M | 10% |
| Equity Salesand Trading | $64.2M | 10% |
| Fixed Income Salesand Trading | $47.9M | 7% |
| Other | $46.7M | 7% |
| Debt Financing | $38.9M | 6% |