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Essex Property Trust（ESS）与PROASSURANCE CORP（PRA）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PROASSURANCE CORP的1.8倍（$479.6M vs $269.6M），Essex Property Trust净利率更高（17.9% vs 12.4%，领先5.5%），Essex Property Trust同比增速更快（5.5% vs -7.1%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -2.7%）
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。
保信集团（ProAssurance）总部位于美国阿拉巴马州伯明翰，是一家财产意外保险公司，主打面向医生的职业责任保险业务。公司前身为1976年成立的Mutual Assurance，1997年更名为Medical Assurance，2001年与Professionals Group合并后改为现名，目前是全美第四大医疗职业责任险承保机构，总资产超60亿美元。
ESS vs PRA — 直观对比
营收规模更大
ESS
是对方的1.8倍
$269.6M
营收增速更快
ESS
高出12.6%
-7.1%
净利率更高
ESS
高出5.5%
12.4%
两年增速更快
ESS
近两年复合增速
-2.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $269.6M |
| 净利润 | $85.7M | $33.4M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 17.3% |
| 净利率 | 17.9% | 12.4% |
| 营收同比 | 5.5% | -7.1% |
| 净利润同比 | -71.6% | 106.4% |
| 每股收益（稀释后） | $1.24 | $0.65 |
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ESSPRA
| Q4 25 | $479.6M | $269.6M | ||
| Q3 25 | $473.3M | $279.6M | ||
| Q2 25 | $469.8M | $276.8M | ||
| Q1 25 | $464.6M | $272.1M | ||
| Q4 24 | $454.5M | $290.1M | ||
| Q3 24 | $450.7M | $285.3M | ||
| Q2 24 | $442.4M | $290.4M | ||
| Q1 24 | $426.9M | $284.7M |
净利润ESSPRA
| Q4 25 | $85.7M | $33.4M | ||
| Q3 25 | $172.7M | $1.4M | ||
| Q2 25 | $231.5M | $21.9M | ||
| Q1 25 | $212.8M | $-5.8M | ||
| Q4 24 | $301.7M | $16.2M | ||
| Q3 24 | $125.5M | $16.4M | ||
| Q2 24 | $99.0M | $15.5M | ||
| Q1 24 | $285.1M | $4.6M |
毛利率ESSPRA
| 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ESSPRA
| Q4 25 | 31.7% | 17.3% | ||
| Q3 25 | 44.5% | 1.6% | ||
| Q2 25 | 59.5% | 9.9% | ||
| Q1 25 | 55.3% | -2.3% | ||
| Q4 24 | 67.0% | 6.5% | ||
| Q3 24 | 28.6% | 7.4% | ||
| Q2 24 | 31.1% | 6.2% | ||
| Q1 24 | 31.0% | 1.9% |
净利率ESSPRA
| Q4 25 | 17.9% | 12.4% | ||
| Q3 25 | 36.5% | 0.5% | ||
| Q2 25 | 49.3% | 7.9% | ||
| Q1 25 | 45.8% | -2.1% | ||
| Q4 24 | 66.4% | 5.6% | ||
| Q3 24 | 27.8% | 5.8% | ||
| Q2 24 | 22.4% | 5.3% | ||
| Q1 24 | 66.8% | 1.6% |
每股收益（稀释后）ESSPRA
| Q4 25 | $1.24 | $0.65 | ||
| Q3 25 | $2.56 | $0.03 | ||
| Q2 25 | $3.44 | $0.42 | ||
| Q1 25 | $3.16 | $-0.11 | ||
| Q4 24 | $4.00 | $0.32 | ||
| Q3 24 | $1.84 | $0.32 | ||
| Q2 24 | $1.45 | $0.30 | ||
| Q1 24 | $4.25 | $0.09 |
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 | $36.5M |
| 总债务越低越好 | — | $420.4M |
| 股东权益账面价值 | $5.5B | $1.3B |
| 总资产 | $13.2B | $5.4B |
| 负债/权益比越低杠杆越低 | — | 0.31× |
8季度趋势，按日历期对齐
现金及短期投资ESSPRA
| Q4 25 | $76.2M | $36.5M | ||
| Q3 25 | $66.0M | $54.5M | ||
| Q2 25 | $58.7M | $41.6M | ||
| Q1 25 | $98.7M | $43.5M | ||
| Q4 24 | $66.8M | $54.9M | ||
| Q3 24 | $71.3M | $45.3M | ||
| Q2 24 | $55.2M | $36.9M | ||
| Q1 24 | $499.0M | $65.4M |
总债务ESSPRA
| Q4 25 | — | $420.4M | ||
| Q3 25 | $6.4B | $421.5M | ||
| Q2 25 | $6.4B | $422.6M | ||
| Q1 25 | $6.8B | $423.7M | ||
| Q4 24 | — | $424.9M | ||
| Q3 24 | $6.4B | $425.9M | ||
| Q2 24 | $6.2B | $426.9M | ||
| Q1 24 | $6.6B | $427.8M |
股东权益ESSPRA
| Q4 25 | $5.5B | $1.3B | ||
| Q3 25 | $5.6B | $1.3B | ||
| Q2 25 | $5.6B | $1.3B | ||
| 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ESSPRA
| Q4 25 | $13.2B | $5.4B | ||
| Q3 25 | $13.2B | $5.6B | ||
| Q2 25 | $13.2B | $5.5B | ||
| Q1 25 | $13.2B | $5.5B | ||
| Q4 24 | $12.9B | $5.6B | ||
| Q3 24 | $12.6B | $5.7B | ||
| Q2 24 | $12.5B | $5.6B | ||
| Q1 24 | $12.9B | $5.7B |
负债/权益比ESSPRA
| Q4 25 | — | 0.31× | ||
| Q3 25 | 1.15× | 0.32× | ||
| Q2 25 | 1.14× | 0.33× | ||
| Q1 25 | 1.22× | 0.34× | ||
| Q4 24 | — | 0.35× | ||
| Q3 24 | 1.18× | 0.35× | ||
| Q2 24 | 1.13× | 0.38× | ||
| Q1 24 | 1.19× | 0.38× |
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 | $-25.6M |
| 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× | -0.77× |
| 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ESSPRA
| Q4 25 | $1.1B | $-25.6M | ||
| Q3 25 | $342.6M | $27.2M | ||
| Q2 25 | $216.1M | $-28.1M | ||
| Q1 25 | $281.5M | $-11.6M | ||
| Q4 24 | $1.1B | $-10.7M | ||
| Q3 24 | $316.2M | $14.0M | ||
| Q2 24 | $218.9M | $-12.8M | ||
| Q1 24 | $314.9M | $-11.6M |
现金转化率ESSPRA
| Q4 25 | 12.53× | -0.77× | ||
| Q3 25 | 1.98× | 18.81× | ||
| Q2 25 | 0.93× | -1.28× | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 3.54× | -0.66× | ||
| Q3 24 | 2.52× | 0.85× | ||
| Q2 24 | 2.21× | -0.83× | ||
| Q1 24 | 1.10× | -2.52× |
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
PRA
| Workers Compensation Insurance Segment | $164.4M | 61% |
| Other | $59.6M | 22% |
| Segregated Portfolio Cell Reinsurance | $45.7M | 17% |
