vs
Essex Property Trust（ESS）与BOSTON BEER CO INC（SAM）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BOSTON BEER CO INC的1.0倍（$479.6M vs $461.6M），Essex Property Trust同比增速更快（5.5% vs -4.1%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -10.7%）
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。
波士顿啤酒公司是美国知名酿酒企业，1984年由吉姆·科赫与朗达·卡尔曼联合创立。旗下首款产品以美国开国元勋、独立运动先驱塞缪尔·亚当斯命名，后续陆续推出多个自有品牌，2019年正式完成与角鲨头酿酒厂的合并，是北美精酿啤酒行业的核心参与者之一。
ESS vs SAM — 直观对比
营收规模更大
ESS
是对方的1.0倍
$461.6M
营收增速更快
ESS
高出9.6%
-4.1%
两年增速更快
ESS
近两年复合增速
-10.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $461.6M |
| 净利润 | $85.7M | — |
| 毛利率 | 70.0% | 46.4% |
| 营业利润率 | 31.7% | 12.4% |
| 净利率 | 17.9% | — |
| 营收同比 | 5.5% | -4.1% |
| 净利润同比 | -71.6% | — |
| 每股收益（稀释后） | $1.24 | $2.16 |
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ESSSAM
| Q1 26 | — | $461.6M | ||
| Q4 25 | $479.6M | $385.7M | ||
| Q3 25 | $473.3M | $537.5M | ||
| Q2 25 | $469.8M | $587.9M | ||
| Q1 25 | $464.6M | $453.9M | ||
| Q4 24 | $454.5M | $402.3M | ||
| Q3 24 | $450.7M | $605.5M | ||
| Q2 24 | $442.4M | $579.1M |
净利润ESSSAM
| Q1 26 | — | — | ||
| Q4 25 | $85.7M | $-22.5M | ||
| Q3 25 | $172.7M | $46.2M | ||
| Q2 25 | $231.5M | $60.4M | ||
| Q1 25 | $212.8M | $24.4M | ||
| Q4 24 | $301.7M | $-38.8M | ||
| Q3 24 | $125.5M | $33.5M | ||
| Q2 24 | $99.0M | $52.3M |
毛利率ESSSAM
| Q1 26 | — | 46.4% | ||
| Q4 25 | 70.0% | 43.5% | ||
| Q3 25 | 69.2% | 50.8% | ||
| Q2 25 | 70.7% | 49.8% | ||
| Q1 25 | 69.6% | 48.3% | ||
| Q4 24 | 70.0% | 39.9% | ||
| Q3 24 | 69.5% | 46.3% | ||
| Q2 24 | 70.8% | 46.0% |
营业利润率ESSSAM
| Q1 26 | — | 12.4% | ||
| Q4 25 | 31.7% | -8.6% | ||
| Q3 25 | 44.5% | 11.5% | ||
| Q2 25 | 59.5% | 14.0% | ||
| Q1 25 | 55.3% | 7.4% | ||
| Q4 24 | 67.0% | -13.9% | ||
| Q3 24 | 28.6% | 7.6% | ||
| Q2 24 | 31.1% | 12.2% |
净利率ESSSAM
| Q1 26 | — | — | ||
| Q4 25 | 17.9% | -5.8% | ||
| Q3 25 | 36.5% | 8.6% | ||
| Q2 25 | 49.3% | 10.3% | ||
| Q1 25 | 45.8% | 5.4% | ||
| Q4 24 | 66.4% | -9.6% | ||
| Q3 24 | 27.8% | 5.5% | ||
| Q2 24 | 22.4% | 9.0% |
每股收益（稀释后）ESSSAM
| Q1 26 | — | $2.16 | ||
| Q4 25 | $1.24 | $-1.97 | ||
| Q3 25 | $2.56 | $4.25 | ||
| Q2 25 | $3.44 | $5.45 | ||
| Q1 25 | $3.16 | $2.16 | ||
| Q4 24 | $4.00 | $-3.23 | ||
| Q3 24 | $1.84 | $2.86 | ||
| Q2 24 | $1.45 | $4.39 |
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 | $164.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $682.6M |
| 总资产 | $13.2B | $1.2B |
| 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ESSSAM
| Q1 26 | — | $164.1M | ||
| Q4 25 | $76.2M | $223.4M | ||
| Q3 25 | $66.0M | $250.5M | ||
| Q2 25 | $58.7M | $212.4M | ||
| Q1 25 | $98.7M | $152.5M | ||
| Q4 24 | $66.8M | $211.8M | ||
| Q3 24 | $71.3M | $255.6M | ||
| Q2 24 | $55.2M | $219.3M |
总债务ESSSAM
| 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ESSSAM
| Q1 26 | — | $682.6M | ||
| Q4 25 | $5.5B | $846.3M | ||
| Q3 25 | $5.6B | $911.0M | ||
| Q2 25 | $5.6B | $912.3M | ||
| Q1 25 | $5.6B | $897.0M | ||
| Q4 24 | $5.5B | $916.2M | ||
| Q3 24 | $5.4B | $1.0B | ||
| Q2 24 | $5.5B | $1.0B |
总资产ESSSAM
| Q1 26 | — | $1.2B | ||
| Q4 25 | $13.2B | $1.2B | ||
| Q3 25 | $13.2B | $1.2B | ||
| Q2 25 | $13.2B | $1.3B | ||
| Q1 25 | $13.2B | $1.2B | ||
| Q4 24 | $12.9B | $1.3B | ||
| Q3 24 | $12.6B | $1.4B | ||
| Q2 24 | $12.5B | $1.4B |
负债/权益比ESSSAM
| 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 | — |
| 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× | — |
| 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ESSSAM
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $39.9M | ||
| Q3 25 | $342.6M | $101.8M | ||
| Q2 25 | $216.1M | $126.5M | ||
| Q1 25 | $281.5M | $1.9M | ||
| Q4 24 | $1.1B | $41.9M | ||
| Q3 24 | $316.2M | $115.9M | ||
| Q2 24 | $218.9M | $96.0M |
自由现金流ESSSAM
| Q1 26 | — | — | ||
| Q4 25 | — | $22.1M | ||
| Q3 25 | — | $89.2M | ||
| Q2 25 | — | $112.2M | ||
| Q1 25 | — | $-8.0M | ||
| Q4 24 | — | $18.4M | ||
| Q3 24 | — | $99.2M | ||
| Q2 24 | — | $75.6M |
自由现金流率ESSSAM
| Q1 26 | — | — | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | — | 16.6% | ||
| Q2 25 | — | 19.1% | ||
| Q1 25 | — | -1.8% | ||
| Q4 24 | — | 4.6% | ||
| Q3 24 | — | 16.4% | ||
| Q2 24 | — | 13.1% |
资本支出强度ESSSAM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.6% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 5.8% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | 3.5% |
现金转化率ESSSAM
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | 2.21× | ||
| Q2 25 | 0.93× | 2.09× | ||
| Q1 25 | 1.32× | 0.08× | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | 3.46× | ||
| Q2 24 | 2.21× | 1.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
