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Essex Property Trust（ESS）与Privia Health Group, Inc.（PRVA）财务数据对比。点击上方公司名可切换其他公司
Privia Health Group, Inc.的季度营收约是Essex Property Trust的1.3倍（$603.8M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 0.6%，领先17.3%），Privia Health Group, Inc.同比增速更快（25.8% vs 5.5%），过去两年Privia Health Group, Inc.的营收复合增速更高（19.6% 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。
Privia Health Group, Inc.是总部位于美国的医疗科技与服务企业，为独立诊所、医疗系统和医疗支付方提供价值导向型医疗解决方案，涵盖人群健康管理、患者互动平台、护理协调支持及行政流程优化工具，助力提升诊疗效果、降低医疗参与方运营成本。
ESS vs PRVA — 直观对比
营收规模更大
PRVA
是对方的1.3倍
$479.6M
营收增速更快
PRVA
高出20.2%
5.5%
净利率更高
ESS
高出17.3%
0.6%
两年增速更快
PRVA
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $603.8M |
| 净利润 | $85.7M | $3.7M |
| 毛利率 | 70.0% | 20.8% |
| 营业利润率 | 31.7% | 1.2% |
| 净利率 | 17.9% | 0.6% |
| 营收同比 | 5.5% | 25.8% |
| 净利润同比 | -71.6% | -27.4% |
| 每股收益（稀释后） | $1.24 | $0.02 |
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ESSPRVA
| Q1 26 | — | $603.8M | ||
| Q4 25 | $479.6M | $541.2M | ||
| Q3 25 | $473.3M | $580.4M | ||
| Q2 25 | $469.8M | $521.2M | ||
| Q1 25 | $464.6M | $480.1M | ||
| Q4 24 | $454.5M | $460.9M | ||
| Q3 24 | $450.7M | $437.9M | ||
| Q2 24 | $442.4M | $422.3M |
净利润ESSPRVA
| Q1 26 | — | $3.7M | ||
| Q4 25 | $85.7M | $9.2M | ||
| Q3 25 | $172.7M | $6.9M | ||
| Q2 25 | $231.5M | $2.7M | ||
| Q1 25 | $212.8M | $4.2M | ||
| Q4 24 | $301.7M | $4.4M | ||
| Q3 24 | $125.5M | $3.5M | ||
| Q2 24 | $99.0M | $3.5M |
毛利率ESSPRVA
| Q1 26 | — | 20.8% | ||
| 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% | — |
营业利润率ESSPRVA
| Q1 26 | — | 1.2% | ||
| Q4 25 | 31.7% | 2.1% | ||
| Q3 25 | 44.5% | 2.5% | ||
| Q2 25 | 59.5% | 0.6% | ||
| Q1 25 | 55.3% | 1.1% | ||
| Q4 24 | 67.0% | 1.1% | ||
| Q3 24 | 28.6% | 1.3% | ||
| Q2 24 | 31.1% | 1.2% |
净利率ESSPRVA
| Q1 26 | — | 0.6% | ||
| Q4 25 | 17.9% | 1.7% | ||
| Q3 25 | 36.5% | 1.2% | ||
| Q2 25 | 49.3% | 0.5% | ||
| Q1 25 | 45.8% | 0.9% | ||
| Q4 24 | 66.4% | 1.0% | ||
| Q3 24 | 27.8% | 0.8% | ||
| Q2 24 | 22.4% | 0.8% |
每股收益（稀释后）ESSPRVA
| Q1 26 | — | $0.02 | ||
| Q4 25 | $1.24 | $0.08 | ||
| Q3 25 | $2.56 | $0.05 | ||
| Q2 25 | $3.44 | $0.02 | ||
| Q1 25 | $3.16 | $0.03 | ||
| Q4 24 | $4.00 | $0.03 | ||
| Q3 24 | $1.84 | $0.03 | ||
| Q2 24 | $1.45 | $0.03 |
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 | $419.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $805.9M |
| 总资产 | $13.2B | $1.4B |
| 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ESSPRVA
| Q1 26 | — | $419.5M | ||
| Q4 25 | $76.2M | $479.7M | ||
| Q3 25 | $66.0M | $441.4M | ||
| Q2 25 | $58.7M | $390.1M | ||
| Q1 25 | $98.7M | $469.3M | ||
| Q4 24 | $66.8M | $491.1M | ||
| Q3 24 | $71.3M | $422.0M | ||
| Q2 24 | $55.2M | $387.4M |
总债务ESSPRVA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — |
股东权益ESSPRVA
| Q1 26 | — | $805.9M | ||
| Q4 25 | $5.5B | $737.2M | ||
| Q3 25 | $5.6B | $709.1M | ||
| Q2 25 | $5.6B | $682.9M | ||
| Q1 25 | $5.6B | $659.4M | ||
| Q4 24 | $5.5B | $635.2M | ||
| Q3 24 | $5.4B | $614.9M | ||
| Q2 24 | $5.5B | $595.4M |
总资产ESSPRVA
| Q1 26 | — | $1.4B | ||
| Q4 25 | $13.2B | $1.4B | ||
| Q3 25 | $13.2B | $1.4B | ||
| Q2 25 | $13.2B | $1.3B | ||
| Q1 25 | $13.2B | $1.2B | ||
| Q4 24 | $12.9B | $1.1B | ||
| Q3 24 | $12.6B | $1.1B | ||
| Q2 24 | $12.5B | $1.1B |
负债/权益比ESSPRVA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.13× | — |
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 | $-49.5M |
| 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× | -13.33× |
| 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ESSPRVA
| Q1 26 | — | $-49.5M | ||
| Q4 25 | $1.1B | $127.5M | ||
| Q3 25 | $342.6M | $52.0M | ||
| Q2 25 | $216.1M | $8.0M | ||
| Q1 25 | $281.5M | $-24.1M | ||
| Q4 24 | $1.1B | $74.8M | ||
| Q3 24 | $316.2M | $33.2M | ||
| Q2 24 | $218.9M | $34.5M |
现金转化率ESSPRVA
| Q1 26 | — | -13.33× | ||
| Q4 25 | 12.53× | 13.93× | ||
| Q3 25 | 1.98× | 7.58× | ||
| Q2 25 | 0.93× | 2.97× | ||
| Q1 25 | 1.32× | -5.70× | ||
| Q4 24 | 3.54× | 17.00× | ||
| Q3 24 | 2.52× | 9.38× | ||
| Q2 24 | 2.21× | 9.94× |
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
PRVA
| FFS-patient care | $391.1M | 65% |
| Capitated revenue | $86.1M | 14% |
| Other | $75.0M | 12% |
| FFS-administrative services | $31.4M | 5% |
| Care management fees (PMPM) | $17.9M | 3% |
| Other revenue | $2.3M | 0% |
