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Essex Property Trust（ESS）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是Essex Property Trust的1.3倍（$622.0M vs $479.6M），Royalty Pharma plc净利率更高（34.4% vs 17.9%，领先16.6%），Essex Property Trust同比增速更快（5.5% vs 4.8%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs 4.6%）
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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
ESS vs RPRX — 直观对比
营收规模更大
RPRX
是对方的1.3倍
$479.6M
营收增速更快
ESS
高出0.8%
4.8%
净利率更高
RPRX
高出16.6%
17.9%
两年增速更快
ESS
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $622.0M |
| 净利润 | $85.7M | $214.2M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 62.4% |
| 净利率 | 17.9% | 34.4% |
| 营收同比 | 5.5% | 4.8% |
| 净利润同比 | -71.6% | 2.9% |
| 每股收益（稀释后） | $1.24 | $0.49 |
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ESSRPRX
| Q4 25 | $479.6M | $622.0M | ||
| Q3 25 | $473.3M | $609.3M | ||
| Q2 25 | $469.8M | $578.7M | ||
| Q1 25 | $464.6M | $568.2M | ||
| Q4 24 | $454.5M | $593.6M | ||
| Q3 24 | $450.7M | $564.7M | ||
| Q2 24 | $442.4M | $537.3M | ||
| Q1 24 | $426.9M | $568.0M |
净利润ESSRPRX
| Q4 25 | $85.7M | $214.2M | ||
| Q3 25 | $172.7M | $288.2M | ||
| Q2 25 | $231.5M | $30.2M | ||
| Q1 25 | $212.8M | $238.3M | ||
| Q4 24 | $301.7M | $208.2M | ||
| Q3 24 | $125.5M | $544.0M | ||
| Q2 24 | $99.0M | $102.0M | ||
| Q1 24 | $285.1M | $4.8M |
毛利率ESSRPRX
| 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ESSRPRX
| Q4 25 | 31.7% | 62.4% | ||
| Q3 25 | 44.5% | 70.1% | ||
| Q2 25 | 59.5% | 36.3% | ||
| Q1 25 | 55.3% | 94.0% | ||
| Q4 24 | 67.0% | 60.9% | ||
| Q3 24 | 28.6% | — | ||
| Q2 24 | 31.1% | 50.2% | ||
| Q1 24 | 31.0% | -13.0% |
净利率ESSRPRX
| Q4 25 | 17.9% | 34.4% | ||
| Q3 25 | 36.5% | 47.3% | ||
| Q2 25 | 49.3% | 5.2% | ||
| Q1 25 | 45.8% | 41.9% | ||
| Q4 24 | 66.4% | 35.1% | ||
| Q3 24 | 27.8% | 96.3% | ||
| Q2 24 | 22.4% | 19.0% | ||
| Q1 24 | 66.8% | 0.8% |
每股收益（稀释后）ESSRPRX
| Q4 25 | $1.24 | $0.49 | ||
| Q3 25 | $2.56 | $0.67 | ||
| Q2 25 | $3.44 | $0.07 | ||
| Q1 25 | $3.16 | $0.55 | ||
| Q4 24 | $4.00 | $0.46 | ||
| Q3 24 | $1.84 | $1.21 | ||
| Q2 24 | $1.45 | $0.23 | ||
| Q1 24 | $4.25 | $0.01 |
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 | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $5.5B | $9.7B |
| 总资产 | $13.2B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资ESSRPRX
| Q4 25 | $76.2M | $618.7M | ||
| Q3 25 | $66.0M | $938.9M | ||
| Q2 25 | $58.7M | $631.9M | ||
| Q1 25 | $98.7M | $1.1B | ||
| Q4 24 | $66.8M | $929.0M | ||
| Q3 24 | $71.3M | $950.1M | ||
| Q2 24 | $55.2M | $1.8B | ||
| Q1 24 | $499.0M | $843.0M |
总债务ESSRPRX
| Q4 25 | — | $9.0B | ||
| Q3 25 | $6.4B | $8.9B | ||
| Q2 25 | $6.4B | $8.0B | ||
| Q1 25 | $6.8B | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | $6.4B | $7.6B | ||
| Q2 24 | $6.2B | $7.6B | ||
| Q1 24 | $6.6B | $6.1B |
股东权益ESSRPRX
| Q4 25 | $5.5B | $9.7B | ||
| Q3 25 | $5.6B | $9.6B | ||
| Q2 25 | $5.6B | $9.5B | ||
| Q1 25 | $5.6B | $9.8B | ||
| Q4 24 | $5.5B | $10.3B | ||
| Q3 24 | $5.4B | $10.3B | ||
| Q2 24 | $5.5B | $9.8B | ||
| Q1 24 | $5.5B | $9.9B |
总资产ESSRPRX
| Q4 25 | $13.2B | $19.6B | ||
| Q3 25 | $13.2B | $19.3B | ||
| Q2 25 | $13.2B | $18.3B | ||
| Q1 25 | $13.2B | $17.6B | ||
| Q4 24 | $12.9B | $18.2B | ||
| Q3 24 | $12.6B | $18.0B | ||
| Q2 24 | $12.5B | $17.7B | ||
| Q1 24 | $12.9B | $16.1B |
负债/权益比ESSRPRX
| Q4 25 | — | 0.92× | ||
| Q3 25 | 1.15× | 0.93× | ||
| Q2 25 | 1.14× | 0.84× | ||
| Q1 25 | 1.22× | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | 1.18× | 0.74× | ||
| Q2 24 | 1.13× | 0.78× | ||
| Q1 24 | 1.19× | 0.62× |
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 | $827.1M |
| 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× | 3.86× |
| 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ESSRPRX
| Q4 25 | $1.1B | $827.1M | ||
| Q3 25 | $342.6M | $702.6M | ||
| Q2 25 | $216.1M | $364.0M | ||
| Q1 25 | $281.5M | $596.1M | ||
| Q4 24 | $1.1B | $742.5M | ||
| Q3 24 | $316.2M | $703.6M | ||
| Q2 24 | $218.9M | $658.2M | ||
| Q1 24 | $314.9M | $664.6M |
现金转化率ESSRPRX
| Q4 25 | 12.53× | 3.86× | ||
| Q3 25 | 1.98× | 2.44× | ||
| Q2 25 | 0.93× | 12.06× | ||
| Q1 25 | 1.32× | 2.50× | ||
| Q4 24 | 3.54× | 3.57× | ||
| Q3 24 | 2.52× | 1.29× | ||
| Q2 24 | 2.21× | 6.45× | ||
| Q1 24 | 1.10× | 139.10× |
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
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
