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Essex Property Trust（ESS）与STEWART INFORMATION SERVICES CORP（STC）财务数据对比。点击上方公司名可切换其他公司
STEWART INFORMATION SERVICES CORP的季度营收约是Essex Property Trust的1.6倍（$764.6M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 2.2%，领先15.7%），STEWART INFORMATION SERVICES CORP同比增速更快（27.7% vs 5.5%），过去两年STEWART INFORMATION SERVICES CORP的营收复合增速更高（12.7% 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。
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
ESS vs STC — 直观对比
营收规模更大
STC
是对方的1.6倍
$479.6M
营收增速更快
STC
高出22.1%
5.5%
净利率更高
ESS
高出15.7%
2.2%
两年增速更快
STC
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $764.6M |
| 净利润 | $85.7M | $17.0M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | — |
| 净利率 | 17.9% | 2.2% |
| 营收同比 | 5.5% | 27.7% |
| 净利润同比 | -71.6% | 448.4% |
| 每股收益（稀释后） | $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ESSSTC
| Q1 26 | — | $764.6M | ||
| Q4 25 | $479.6M | $790.6M | ||
| Q3 25 | $473.3M | $796.9M | ||
| Q2 25 | $469.8M | $722.2M | ||
| Q1 25 | $464.6M | $612.0M | ||
| Q4 24 | $454.5M | $665.9M | ||
| Q3 24 | $450.7M | $667.9M | ||
| Q2 24 | $442.4M | $602.2M |
净利润ESSSTC
| Q1 26 | — | $17.0M | ||
| Q4 25 | $85.7M | $36.3M | ||
| Q3 25 | $172.7M | $44.3M | ||
| Q2 25 | $231.5M | $31.9M | ||
| Q1 25 | $212.8M | $3.1M | ||
| Q4 24 | $301.7M | $22.7M | ||
| Q3 24 | $125.5M | $30.1M | ||
| Q2 24 | $99.0M | $17.3M |
毛利率ESSSTC
| Q1 26 | — | — | ||
| 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ESSSTC
| Q1 26 | — | — | ||
| Q4 25 | 31.7% | 6.5% | ||
| Q3 25 | 44.5% | 7.7% | ||
| Q2 25 | 59.5% | 6.5% | ||
| Q1 25 | 55.3% | 1.0% | ||
| Q4 24 | 67.0% | 5.3% | ||
| Q3 24 | 28.6% | 6.4% | ||
| Q2 24 | 31.1% | 4.8% |
净利率ESSSTC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 17.9% | 4.6% | ||
| Q3 25 | 36.5% | 5.6% | ||
| Q2 25 | 49.3% | 4.4% | ||
| Q1 25 | 45.8% | 0.5% | ||
| Q4 24 | 66.4% | 3.4% | ||
| Q3 24 | 27.8% | 4.5% | ||
| Q2 24 | 22.4% | 2.9% |
每股收益（稀释后）ESSSTC
| Q1 26 | — | — | ||
| Q4 25 | $1.24 | $1.26 | ||
| Q3 25 | $2.56 | $1.55 | ||
| Q2 25 | $3.44 | $1.13 | ||
| Q1 25 | $3.16 | $0.11 | ||
| Q4 24 | $4.00 | $0.81 | ||
| Q3 24 | $1.84 | $1.07 | ||
| Q2 24 | $1.45 | $0.62 |
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 | $317.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | — |
| 总资产 | $13.2B | — |
| 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ESSSTC
| Q1 26 | — | $317.5M | ||
| Q4 25 | $76.2M | $369.7M | ||
| Q3 25 | $66.0M | $233.2M | ||
| Q2 25 | $58.7M | $223.8M | ||
| Q1 25 | $98.7M | $194.2M | ||
| Q4 24 | $66.8M | $257.5M | ||
| Q3 24 | $71.3M | $228.7M | ||
| Q2 24 | $55.2M | $176.7M |
总债务ESSSTC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | $445.8M | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — |
股东权益ESSSTC
| Q1 26 | — | — | ||
| Q4 25 | $5.5B | $1.6B | ||
| Q3 25 | $5.6B | $1.5B | ||
| Q2 25 | $5.6B | $1.4B | ||
| Q1 25 | $5.6B | $1.4B | ||
| Q4 24 | $5.5B | $1.4B | ||
| Q3 24 | $5.4B | $1.4B | ||
| Q2 24 | $5.5B | $1.4B |
总资产ESSSTC
| Q1 26 | — | — | ||
| Q4 25 | $13.2B | $3.3B | ||
| Q3 25 | $13.2B | $2.8B | ||
| Q2 25 | $13.2B | $2.8B | ||
| Q1 25 | $13.2B | $2.7B | ||
| Q4 24 | $12.9B | $2.7B | ||
| Q3 24 | $12.6B | $2.7B | ||
| Q2 24 | $12.5B | $2.6B |
负债/权益比ESSSTC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | 0.32× | ||
| 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ESSSTC
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $89.5M | ||
| Q3 25 | $342.6M | $92.6M | ||
| Q2 25 | $216.1M | $53.4M | ||
| Q1 25 | $281.5M | $-29.9M | ||
| Q4 24 | $1.1B | $68.0M | ||
| Q3 24 | $316.2M | $76.1M | ||
| Q2 24 | $218.9M | $21.1M |
自由现金流ESSSTC
| Q1 26 | — | — | ||
| Q4 25 | — | $62.3M | ||
| Q3 25 | — | $73.6M | ||
| Q2 25 | — | $38.7M | ||
| Q1 25 | — | $-42.2M | ||
| Q4 24 | — | $55.6M | ||
| Q3 24 | — | $67.4M | ||
| Q2 24 | — | $11.9M |
自由现金流率ESSSTC
| Q1 26 | — | — | ||
| Q4 25 | — | 7.9% | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | — | 5.4% | ||
| Q1 25 | — | -6.9% | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | — | 10.1% | ||
| Q2 24 | — | 2.0% |
资本支出强度ESSSTC
| Q1 26 | — | — | ||
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 2.4% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 1.5% |
现金转化率ESSSTC
| Q1 26 | — | — | ||
| Q4 25 | 12.53× | 2.47× | ||
| Q3 25 | 1.98× | 2.09× | ||
| Q2 25 | 0.93× | 1.67× | ||
| Q1 25 | 1.32× | -9.73× | ||
| Q4 24 | 3.54× | 2.99× | ||
| Q3 24 | 2.52× | 2.53× | ||
| Q2 24 | 2.21× | 1.22× |
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
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
