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Essex Property Trust（ESS）与狮门娱乐（STRZ）财务数据对比。点击上方公司名可切换其他公司
Essex Property Trust的季度营收约是狮门娱乐的1.5倍（$479.6M vs $320.9M），Essex Property Trust净利率更高（17.9% vs -16.4%，领先34.3%），Essex Property Trust同比增速更快（5.5% vs -7.5%），过去两年Essex Property Trust的营收复合增速更高（6.0% vs -40.6%）
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。
Starz娱乐集团（原狮门娱乐）是一家加拿大裔美国合资娱乐企业，1997年由弗兰克·朱斯特拉创立，目前总部坐落于加利福尼亚州圣莫尼卡，注册经营原籍为不列颠哥伦比亚省温哥华，在影视内容制作发行领域拥有深厚行业积淀。
ESS vs STRZ — 直观对比
营收规模更大
ESS
是对方的1.5倍
$320.9M
营收增速更快
ESS
高出13.0%
-7.5%
净利率更高
ESS
高出34.3%
-16.4%
两年增速更快
ESS
近两年复合增速
-40.6%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $320.9M |
| 净利润 | $85.7M | $-52.6M |
| 毛利率 | 70.0% | — |
| 营业利润率 | 31.7% | -10.8% |
| 净利率 | 17.9% | -16.4% |
| 营收同比 | 5.5% | -7.5% |
| 净利润同比 | -71.6% | -71.9% |
| 每股收益（稀释后） | $1.24 | $-3.15 |
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ESSSTRZ
| Q4 25 | $479.6M | — | ||
| Q3 25 | $473.3M | $320.9M | ||
| Q2 25 | $469.8M | $319.7M | ||
| Q1 25 | $464.6M | — | ||
| Q4 24 | $454.5M | $970.5M | ||
| Q3 24 | $450.7M | $346.9M | ||
| Q2 24 | $442.4M | $347.6M | ||
| Q1 24 | $426.9M | — |
净利润ESSSTRZ
| Q4 25 | $85.7M | — | ||
| Q3 25 | $172.7M | $-52.6M | ||
| Q2 25 | $231.5M | $-42.5M | ||
| Q1 25 | $212.8M | — | ||
| Q4 24 | $301.7M | $-21.9M | ||
| Q3 24 | $125.5M | $-30.6M | ||
| Q2 24 | $99.0M | $4.2M | ||
| Q1 24 | $285.1M | — |
毛利率ESSSTRZ
| 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ESSSTRZ
| Q4 25 | 31.7% | — | ||
| Q3 25 | 44.5% | -10.8% | ||
| Q2 25 | 59.5% | -8.4% | ||
| Q1 25 | 55.3% | — | ||
| Q4 24 | 67.0% | 3.7% | ||
| Q3 24 | 28.6% | -4.9% | ||
| Q2 24 | 31.1% | 2.9% | ||
| Q1 24 | 31.0% | — |
净利率ESSSTRZ
| Q4 25 | 17.9% | — | ||
| Q3 25 | 36.5% | -16.4% | ||
| Q2 25 | 49.3% | -13.3% | ||
| Q1 25 | 45.8% | — | ||
| Q4 24 | 66.4% | -2.3% | ||
| Q3 24 | 27.8% | -8.8% | ||
| Q2 24 | 22.4% | 1.2% | ||
| Q1 24 | 66.8% | — |
每股收益（稀释后）ESSSTRZ
| Q4 25 | $1.24 | — | ||
| Q3 25 | $2.56 | $-3.15 | ||
| Q2 25 | $3.44 | $-2.54 | ||
| Q1 25 | $3.16 | — | ||
| Q4 24 | $4.00 | $-0.09 | ||
| Q3 24 | $1.84 | $-1.83 | ||
| Q2 24 | $1.45 | $0.26 | ||
| Q1 24 | $4.25 | — |
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 | $37.0M |
| 总债务越低越好 | — | $608.7M |
| 股东权益账面价值 | $5.5B | $663.2M |
| 总资产 | $13.2B | $2.0B |
| 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ESSSTRZ
| Q4 25 | $76.2M | — | ||
| Q3 25 | $66.0M | $37.0M | ||
| Q2 25 | $58.7M | $51.6M | ||
| Q1 25 | $98.7M | — | ||
| Q4 24 | $66.8M | $200.5M | ||
| Q3 24 | $71.3M | $229.6M | ||
| Q2 24 | $55.2M | $192.5M | ||
| Q1 24 | $499.0M | — |
总债务ESSSTRZ
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | $608.7M | ||
| Q2 25 | $6.4B | $611.7M | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | $6.4B | $2.1B | ||
| Q2 24 | $6.2B | $1.5B | ||
| Q1 24 | $6.6B | — |
股东权益ESSSTRZ
| Q4 25 | $5.5B | — | ||
| Q3 25 | $5.6B | $663.2M | ||
| Q2 25 | $5.6B | $712.3M | ||
| Q1 25 | $5.6B | — | ||
| Q4 24 | $5.5B | $-168.3M | ||
| Q3 24 | $5.4B | $935.9M | ||
| Q2 24 | $5.5B | $973.1M | ||
| Q1 24 | $5.5B | — |
总资产ESSSTRZ
| Q4 25 | $13.2B | — | ||
| Q3 25 | $13.2B | $2.0B | ||
| Q2 25 | $13.2B | $2.1B | ||
| Q1 25 | $13.2B | — | ||
| Q4 24 | $12.9B | $7.2B | ||
| Q3 24 | $12.6B | $7.1B | ||
| Q2 24 | $12.5B | $7.2B | ||
| Q1 24 | $12.9B | — |
负债/权益比ESSSTRZ
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | 0.92× | ||
| Q2 25 | 1.14× | 0.86× | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.18× | 2.24× | ||
| Q2 24 | 1.13× | 1.59× | ||
| 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 | $-26.1M |
| 自由现金流经营现金流 - 资本支出 | — | $-31.3M |
| 自由现金流率自由现金流/营收 | — | -9.8% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 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 | — | $-317.7M |
8季度趋势，按日历期对齐
经营现金流ESSSTRZ
| Q4 25 | $1.1B | — | ||
| Q3 25 | $342.6M | $-26.1M | ||
| Q2 25 | $216.1M | $65.4M | ||
| Q1 25 | $281.5M | — | ||
| Q4 24 | $1.1B | $-335.3M | ||
| Q3 24 | $316.2M | $9.1M | ||
| Q2 24 | $218.9M | $-33.5M | ||
| Q1 24 | $314.9M | — |
自由现金流ESSSTRZ
| Q4 25 | — | — | ||
| Q3 25 | — | $-31.3M | ||
| Q2 25 | — | $58.5M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $-349.3M | ||
| Q3 24 | — | $4.4M | ||
| Q2 24 | — | $-38.4M | ||
| Q1 24 | — | — |
自由现金流率ESSSTRZ
| Q4 25 | — | — | ||
| Q3 25 | — | -9.8% | ||
| Q2 25 | — | 18.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -36.0% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | -11.0% | ||
| Q1 24 | — | — |
资本支出强度ESSSTRZ
| Q4 25 | — | — | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 1.4% | ||
| Q1 24 | — | — |
现金转化率ESSSTRZ
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | — | ||
| Q2 24 | 2.21× | -7.98× | ||
| Q1 24 | 1.10× | — |
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
STRZ
| Over The Top Subscription Service OTT | $222.8M | 69% |
| Linear Subscription Service | $98.1M | 31% |
