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Essex Property Trust（ESS）与Strategic Education, Inc.（STRA）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Strategic Education, Inc.的1.6倍（$479.6M vs $305.9M），Essex Property Trust净利率更高（17.9% vs 10.7%，领先7.2%），Essex Property Trust同比增速更快（5.5% vs 0.8%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -1.0%）
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。
Strategic Education, Inc.（简称SEI）是一家教育服务控股企业，前身为斯特雷尔教育公司。旗下拥有营利性在线院校卡佩拉大学、斯特雷尔大学，还运营着DevMountain、Hackbright学院、Sophia Learning等提供非学位课程的教育机构。
ESS vs STRA — 直观对比
营收规模更大
ESS
是对方的1.6倍
$305.9M
营收增速更快
ESS
高出4.8%
0.8%
净利率更高
ESS
高出7.2%
10.7%
两年增速更快
ESS
近两年复合增速
-1.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $305.9M |
| 净利润 | $85.7M | $32.8M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | 13.4% |
| 净利率 | 17.9% | 10.7% |
| 营收同比 | 5.5% | 0.8% |
| 净利润同比 | -71.6% | 10.3% |
| 每股收益（稀释后） | $1.24 | $1.48 |
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ESSSTRA
| Q1 26 | — | $305.9M | ||
| Q4 25 | $479.6M | $323.2M | ||
| Q3 25 | $473.3M | $319.9M | ||
| Q2 25 | $469.8M | $321.5M | ||
| Q1 25 | $464.6M | $303.6M | ||
| Q4 24 | $454.5M | $311.5M | ||
| Q3 24 | $450.7M | $306.0M | ||
| Q2 24 | $442.4M | $312.3M |
净利润ESSSTRA
| Q1 26 | — | $32.8M | ||
| Q4 25 | $85.7M | $37.9M | ||
| Q3 25 | $172.7M | $26.6M | ||
| Q2 25 | $231.5M | $32.3M | ||
| Q1 25 | $212.8M | $29.7M | ||
| Q4 24 | $301.7M | $25.3M | ||
| Q3 24 | $125.5M | $27.7M | ||
| Q2 24 | $99.0M | $29.9M |
毛利率ESSSTRA
| 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ESSSTRA
| Q1 26 | — | 13.4% | ||
| Q4 25 | 31.7% | 16.0% | ||
| Q3 25 | 44.5% | 11.6% | ||
| Q2 25 | 59.5% | 14.2% | ||
| Q1 25 | 55.3% | 13.1% | ||
| Q4 24 | 67.0% | 11.6% | ||
| Q3 24 | 28.6% | 11.9% | ||
| Q2 24 | 31.1% | 13.4% |
净利率ESSSTRA
| Q1 26 | — | 10.7% | ||
| Q4 25 | 17.9% | 11.7% | ||
| Q3 25 | 36.5% | 8.3% | ||
| Q2 25 | 49.3% | 10.1% | ||
| Q1 25 | 45.8% | 9.8% | ||
| Q4 24 | 66.4% | 8.1% | ||
| Q3 24 | 27.8% | 9.1% | ||
| Q2 24 | 22.4% | 9.6% |
每股收益（稀释后）ESSSTRA
| Q1 26 | — | $1.48 | ||
| Q4 25 | $1.24 | $1.65 | ||
| Q3 25 | $2.56 | $1.15 | ||
| Q2 25 | $3.44 | $1.37 | ||
| Q1 25 | $3.16 | $1.24 | ||
| Q4 24 | $4.00 | $1.05 | ||
| Q3 24 | $1.84 | $1.15 | ||
| Q2 24 | $1.45 | $1.24 |
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 | $150.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $1.6B |
| 总资产 | $13.2B | $2.1B |
| 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ESSSTRA
| Q1 26 | — | $150.3M | ||
| Q4 25 | $76.2M | $148.1M | ||
| Q3 25 | $66.0M | $172.6M | ||
| Q2 25 | $58.7M | $164.9M | ||
| Q1 25 | $98.7M | $182.6M | ||
| Q4 24 | $66.8M | $184.0M | ||
| Q3 24 | $71.3M | $222.1M | ||
| Q2 24 | $55.2M | $256.2M |
总债务ESSSTRA
| 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ESSSTRA
| Q1 26 | — | $1.6B | ||
| Q4 25 | $5.5B | $1.6B | ||
| Q3 25 | $5.6B | $1.7B | ||
| Q2 25 | $5.6B | $1.7B | ||
| Q1 25 | $5.6B | $1.6B | ||
| Q4 24 | $5.5B | $1.7B | ||
| Q3 24 | $5.4B | $1.7B | ||
| Q2 24 | $5.5B | $1.7B |
总资产ESSSTRA
| Q1 26 | — | $2.1B | ||
| Q4 25 | $13.2B | $2.0B | ||
| Q3 25 | $13.2B | $2.1B | ||
| Q2 25 | $13.2B | $2.1B | ||
| Q1 25 | $13.2B | $2.1B | ||
| Q4 24 | $12.9B | $2.0B | ||
| Q3 24 | $12.6B | $2.2B | ||
| Q2 24 | $12.5B | $2.2B |
负债/权益比ESSSTRA
| 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 | $87.4M |
| 自由现金流经营现金流 - 资本支出 | — | $77.3M |
| 自由现金流率自由现金流/营收 | — | 25.3% |
| 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× | 2.66× |
| 过去12个月自由现金流最近4个季度 | — | $173.9M |
8季度趋势，按日历期对齐
经营现金流ESSSTRA
| Q1 26 | — | $87.4M | ||
| Q4 25 | $1.1B | $39.2M | ||
| Q3 25 | $342.6M | $60.1M | ||
| Q2 25 | $216.1M | $31.2M | ||
| Q1 25 | $281.5M | $67.7M | ||
| Q4 24 | $1.1B | $15.9M | ||
| Q3 24 | $316.2M | $51.5M | ||
| Q2 24 | $218.9M | $24.3M |
自由现金流ESSSTRA
| Q1 26 | — | $77.3M | ||
| Q4 25 | — | $27.0M | ||
| Q3 25 | — | $49.3M | ||
| Q2 25 | — | $20.4M | ||
| Q1 25 | — | $57.3M | ||
| Q4 24 | — | $4.7M | ||
| Q3 24 | — | $42.1M | ||
| Q2 24 | — | $13.6M |
自由现金流率ESSSTRA
| Q1 26 | — | 25.3% | ||
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 15.4% | ||
| Q2 25 | — | 6.3% | ||
| Q1 25 | — | 18.9% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | — | 13.8% | ||
| Q2 24 | — | 4.3% |
资本支出强度ESSSTRA
| Q1 26 | — | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | — | 3.4% |
现金转化率ESSSTRA
| Q1 26 | — | 2.66× | ||
| Q4 25 | 12.53× | 1.03× | ||
| Q3 25 | 1.98× | 2.26× | ||
| Q2 25 | 0.93× | 0.97× | ||
| Q1 25 | 1.32× | 2.27× | ||
| Q4 24 | 3.54× | 0.63× | ||
| Q3 24 | 2.52× | 1.86× | ||
| Q2 24 | 2.21× | 0.81× |
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
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
