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Essex Property Trust（ESS）与SL GREEN REALTY CORP（SLG）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SL GREEN REALTY CORP的1.7倍（$479.6M vs $276.5M），Essex Property Trust净利率更高（17.9% vs -36.5%，领先54.3%），SL GREEN REALTY CORP同比增速更快（12.4% vs 5.5%），过去两年SL GREEN REALTY CORP的营收复合增速更高（21.3% 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。
SL Green Realty Corp是一家房地产投资信托企业，核心业务为投资纽约市的写字楼与商业中心，被誉为“纽约市最大的写字楼业主”。截至2024年12月31日，公司持有39处物业的权益，总面积达2529.7万平方英尺，资产主要分布在曼哈顿区域。
ESS vs SLG — 直观对比
营收规模更大
ESS
是对方的1.7倍
$276.5M
营收增速更快
SLG
高出6.9%
5.5%
净利率更高
ESS
高出54.3%
-36.5%
两年增速更快
SLG
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $276.5M |
| 净利润 | $85.7M | $-100.8M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 64.2% |
| 净利率 | 17.9% | -36.5% |
| 营收同比 | 5.5% | 12.4% |
| 净利润同比 | -71.6% | -870.0% |
| 每股收益（稀释后） | $1.24 | $-1.49 |
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ESSSLG
| Q4 25 | $479.6M | $276.5M | ||
| Q3 25 | $473.3M | $244.8M | ||
| Q2 25 | $469.8M | $241.9M | ||
| Q1 25 | $464.6M | $239.8M | ||
| Q4 24 | $454.5M | $245.9M | ||
| Q3 24 | $450.7M | $229.7M | ||
| Q2 24 | $442.4M | $222.8M | ||
| Q1 24 | $426.9M | $187.9M |
净利润ESSSLG
| Q4 25 | $85.7M | $-100.8M | ||
| Q3 25 | $172.7M | $28.6M | ||
| Q2 25 | $231.5M | $-7.4M | ||
| Q1 25 | $212.8M | $-17.3M | ||
| Q4 24 | $301.7M | $19.1M | ||
| Q3 24 | $125.5M | $-9.5M | ||
| Q2 24 | $99.0M | $1.6M | ||
| Q1 24 | $285.1M | $16.9M |
毛利率ESSSLG
| 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ESSSLG
| Q4 25 | 31.7% | 64.2% | ||
| Q3 25 | 44.5% | 85.5% | ||
| Q2 25 | 59.5% | 53.4% | ||
| Q1 25 | 55.3% | 56.7% | ||
| Q4 24 | 67.0% | 59.8% | ||
| Q3 24 | 28.6% | 65.1% | ||
| Q2 24 | 31.1% | 79.2% | ||
| Q1 24 | 31.0% | — |
净利率ESSSLG
| Q4 25 | 17.9% | -36.5% | ||
| Q3 25 | 36.5% | 11.7% | ||
| Q2 25 | 49.3% | -3.0% | ||
| Q1 25 | 45.8% | -7.2% | ||
| Q4 24 | 66.4% | 7.8% | ||
| Q3 24 | 27.8% | -4.2% | ||
| Q2 24 | 22.4% | 0.7% | ||
| Q1 24 | 66.8% | 9.0% |
每股收益（稀释后）ESSSLG
| Q4 25 | $1.24 | $-1.49 | ||
| Q3 25 | $2.56 | $0.34 | ||
| Q2 25 | $3.44 | $-0.16 | ||
| Q1 25 | $3.16 | $-0.30 | ||
| Q4 24 | $4.00 | $0.13 | ||
| Q3 24 | $1.84 | $-0.21 | ||
| Q2 24 | $1.45 | $-0.04 | ||
| Q1 24 | $4.25 | $0.20 |
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 | $155.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $3.7B |
| 总资产 | $13.2B | $11.1B |
| 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ESSSLG
| Q4 25 | $76.2M | $155.7M | ||
| Q3 25 | $66.0M | $187.0M | ||
| Q2 25 | $58.7M | $182.9M | ||
| Q1 25 | $98.7M | $180.1M | ||
| Q4 24 | $66.8M | $184.3M | ||
| Q3 24 | $71.3M | $188.2M | ||
| Q2 24 | $55.2M | $199.5M | ||
| Q1 24 | $499.0M | $196.0M |
总债务ESSSLG
| 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ESSSLG
| Q4 25 | $5.5B | $3.7B | ||
| Q3 25 | $5.6B | $3.8B | ||
| Q2 25 | $5.6B | $3.8B | ||
| Q1 25 | $5.6B | $3.8B | ||
| Q4 24 | $5.5B | $4.0B | ||
| Q3 24 | $5.4B | $3.6B | ||
| Q2 24 | $5.5B | $3.7B | ||
| Q1 24 | $5.5B | $3.7B |
总资产ESSSLG
| Q4 25 | $13.2B | $11.1B | ||
| Q3 25 | $13.2B | $11.1B | ||
| Q2 25 | $13.2B | $11.3B | ||
| Q1 25 | $13.2B | $11.4B | ||
| Q4 24 | $12.9B | $10.5B | ||
| Q3 24 | $12.6B | $10.2B | ||
| Q2 24 | $12.5B | $9.5B | ||
| Q1 24 | $12.9B | $9.8B |
负债/权益比ESSSLG
| 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 | $82.9M |
| 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ESSSLG
| Q4 25 | $1.1B | $82.9M | ||
| Q3 25 | $342.6M | $-6.8M | ||
| Q2 25 | $216.1M | $54.5M | ||
| Q1 25 | $281.5M | $6.7M | ||
| Q4 24 | $1.1B | $129.6M | ||
| Q3 24 | $316.2M | $16.7M | ||
| Q2 24 | $218.9M | $79.4M | ||
| Q1 24 | $314.9M | $-24.7M |
现金转化率ESSSLG
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | -0.24× | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 3.54× | 6.77× | ||
| Q3 24 | 2.52× | — | ||
| Q2 24 | 2.21× | 50.33× | ||
| Q1 24 | 1.10× | -1.46× |
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
SLG
| Real Estate Segment | $223.1M | 81% |
| Other | $35.9M | 13% |
| Debt And Preferred Equity Segment | $17.4M | 6% |
