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Essex Property Trust(ESS)与Reddit, Inc.(RDDT)财务数据对比。点击上方公司名可切换其他公司
Reddit, Inc.的季度营收约是Essex Property Trust的1.5倍($725.6M vs $479.6M),Reddit, Inc.净利率更高(34.7% vs 17.9%,领先16.8%),Reddit, Inc.同比增速更快(69.7% vs 5.5%),过去两年Reddit, Inc.的营收复合增速更高(72.8% 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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台,注册用户可发布链接、文字帖、图片、视频等各类内容,其他用户可对内容进行点赞或点踩,内容按主题归类到用户创建的子板块中,获赞更高的内容会排在板块前列,热度足够的内容还将展示在全站首页。
ESS vs RDDT — 直观对比
营收规模更大
RDDT
是对方的1.5倍
$479.6M
营收增速更快
RDDT
高出64.1%
5.5%
净利率更高
RDDT
高出16.8%
17.9%
两年增速更快
RDDT
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $479.6M | $725.6M |
| 净利润 | $85.7M | $251.6M |
| 毛利率 | 70.0% | 91.9% |
| 营业利润率 | 31.7% | 31.9% |
| 净利率 | 17.9% | 34.7% |
| 营收同比 | 5.5% | 69.7% |
| 净利润同比 | -71.6% | 254.2% |
| 每股收益(稀释后) | $1.24 | $1.24 |
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
RDDT
| Q4 25 | $479.6M | $725.6M | ||
| Q3 25 | $473.3M | $584.9M | ||
| Q2 25 | $469.8M | $499.6M | ||
| Q1 25 | $464.6M | $392.4M | ||
| Q4 24 | $454.5M | $427.7M | ||
| Q3 24 | $450.7M | $348.4M | ||
| Q2 24 | $442.4M | $281.2M | ||
| Q1 24 | $426.9M | $243.0M |
净利润
ESS
RDDT
| Q4 25 | $85.7M | $251.6M | ||
| Q3 25 | $172.7M | $162.7M | ||
| Q2 25 | $231.5M | $89.3M | ||
| Q1 25 | $212.8M | $26.2M | ||
| Q4 24 | $301.7M | $71.0M | ||
| Q3 24 | $125.5M | $29.9M | ||
| Q2 24 | $99.0M | $-10.1M | ||
| Q1 24 | $285.1M | $-575.1M |
毛利率
ESS
RDDT
| Q4 25 | 70.0% | 91.9% | ||
| Q3 25 | 69.2% | 91.0% | ||
| Q2 25 | 70.7% | 90.8% | ||
| Q1 25 | 69.6% | 90.5% | ||
| Q4 24 | 70.0% | 92.6% | ||
| Q3 24 | 69.5% | 90.1% | ||
| Q2 24 | 70.8% | 89.5% | ||
| Q1 24 | 69.7% | 88.6% |
营业利润率
ESS
RDDT
| Q4 25 | 31.7% | 31.9% | ||
| Q3 25 | 44.5% | 23.7% | ||
| Q2 25 | 59.5% | 13.6% | ||
| Q1 25 | 55.3% | 1.0% | ||
| Q4 24 | 67.0% | 12.4% | ||
| Q3 24 | 28.6% | 2.0% | ||
| Q2 24 | 31.1% | -11.0% | ||
| Q1 24 | 31.0% | -242.5% |
净利率
ESS
RDDT
| Q4 25 | 17.9% | 34.7% | ||
| Q3 25 | 36.5% | 27.8% | ||
| Q2 25 | 49.3% | 17.9% | ||
| Q1 25 | 45.8% | 6.7% | ||
| Q4 24 | 66.4% | 16.6% | ||
| Q3 24 | 27.8% | 8.6% | ||
| Q2 24 | 22.4% | -3.6% | ||
| Q1 24 | 66.8% | -236.7% |
每股收益(稀释后)
ESS
RDDT
| Q4 25 | $1.24 | $1.24 | ||
| Q3 25 | $2.56 | $0.80 | ||
| Q2 25 | $3.44 | $0.45 | ||
| Q1 25 | $3.16 | $0.13 | ||
| Q4 24 | $4.00 | $4.76 | ||
| Q3 24 | $1.84 | $0.16 | ||
| Q2 24 | $1.45 | $-0.06 | ||
| Q1 24 | $4.25 | $-8.19 |
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 | $953.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $2.9B |
| 总资产 | $13.2B | $3.2B |
| 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
RDDT
| Q4 25 | $76.2M | $953.6M | ||
| Q3 25 | $66.0M | $911.7M | ||
| Q2 25 | $58.7M | $734.1M | ||
| Q1 25 | $98.7M | $635.7M | ||
| Q4 24 | $66.8M | $562.1M | ||
| Q3 24 | $71.3M | $515.9M | ||
| Q2 24 | $55.2M | $468.0M | ||
| Q1 24 | $499.0M | $968.5M |
总债务
ESS
RDDT
| 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
RDDT
| Q4 25 | $5.5B | $2.9B | ||
| Q3 25 | $5.6B | $2.6B | ||
| Q2 25 | $5.6B | $2.4B | ||
| Q1 25 | $5.6B | $2.2B | ||
| Q4 24 | $5.5B | $2.1B | ||
| Q3 24 | $5.4B | $2.0B | ||
| Q2 24 | $5.5B | $1.9B | ||
| Q1 24 | $5.5B | $1.8B |
总资产
ESS
RDDT
| Q4 25 | $13.2B | $3.2B | ||
| Q3 25 | $13.2B | $2.9B | ||
| Q2 25 | $13.2B | $2.6B | ||
| Q1 25 | $13.2B | $2.4B | ||
| Q4 24 | $12.9B | $2.3B | ||
| Q3 24 | $12.6B | $2.2B | ||
| Q2 24 | $12.5B | $2.1B | ||
| Q1 24 | $12.9B | $2.0B |
负债/权益比
ESS
RDDT
| 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 | $266.8M |
| 自由现金流经营现金流 - 资本支出 | — | $263.6M |
| 自由现金流率自由现金流/营收 | — | 36.3% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 12.53× | 1.06× |
| 过去12个月自由现金流最近4个季度 | — | $684.2M |
8季度趋势,按日历期对齐
经营现金流
ESS
RDDT
| Q4 25 | $1.1B | $266.8M | ||
| Q3 25 | $342.6M | $185.2M | ||
| Q2 25 | $216.1M | $111.3M | ||
| Q1 25 | $281.5M | $127.6M | ||
| Q4 24 | $1.1B | $90.0M | ||
| Q3 24 | $316.2M | $71.6M | ||
| Q2 24 | $218.9M | $28.4M | ||
| Q1 24 | $314.9M | $32.1M |
自由现金流
ESS
RDDT
| Q4 25 | — | $263.6M | ||
| Q3 25 | — | $183.1M | ||
| Q2 25 | — | $110.8M | ||
| Q1 25 | — | $126.6M | ||
| Q4 24 | — | $89.2M | ||
| Q3 24 | — | $70.3M | ||
| Q2 24 | — | $27.2M | ||
| Q1 24 | — | $29.2M |
自由现金流率
ESS
RDDT
| Q4 25 | — | 36.3% | ||
| Q3 25 | — | 31.3% | ||
| Q2 25 | — | 22.2% | ||
| Q1 25 | — | 32.3% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | — | 20.2% | ||
| Q2 24 | — | 9.7% | ||
| Q1 24 | — | 12.0% |
资本支出强度
ESS
RDDT
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 1.2% |
现金转化率
ESS
RDDT
| Q4 25 | 12.53× | 1.06× | ||
| Q3 25 | 1.98× | 1.14× | ||
| Q2 25 | 0.93× | 1.25× | ||
| Q1 25 | 1.32× | 4.88× | ||
| Q4 24 | 3.54× | 1.27× | ||
| Q3 24 | 2.52× | 2.40× | ||
| Q2 24 | 2.21× | — | ||
| Q1 24 | 1.10× | — |
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
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |