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Essex Property Trust（ESS）与ZIFF DAVIS, INC.（ZD）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ZIFF DAVIS, INC.的1.2倍（$479.6M vs $406.7M），Essex Property Trust净利率更高（17.9% vs 0.1%，领先17.8%），Essex Property Trust同比增速更快（5.5% vs -1.5%），过去两年ZIFF DAVIS, INC.的营收复合增速更高（13.7% 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。
齐夫戴维斯是美国知名数字媒体及互联网企业，由威廉·伯纳德·齐夫一世与伯纳德·乔治·戴维斯于1927年创立。公司核心业务涵盖科技、健康类媒体网站，线上购物相关服务，互联网接入服务，游戏娱乐品牌，以及网络安全和营销技术工具，早年曾以爱好者类杂志出版为主要业务。
ESS vs ZD — 直观对比
营收规模更大
ESS
是对方的1.2倍
$406.7M
营收增速更快
ESS
高出7.0%
-1.5%
净利率更高
ESS
高出17.8%
0.1%
两年增速更快
ZD
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $479.6M | $406.7M |
| 净利润 | $85.7M | $370.0K |
| 毛利率 | 70.0% | 85.9% |
| 营业利润率 | 31.7% | 21.2% |
| 净利率 | 17.9% | 0.1% |
| 营收同比 | 5.5% | -1.5% |
| 净利润同比 | -71.6% | -99.4% |
| 每股收益（稀释后） | $1.24 | $0.06 |
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ESSZD
| Q4 25 | $479.6M | $406.7M | ||
| Q3 25 | $473.3M | $363.7M | ||
| Q2 25 | $469.8M | $352.2M | ||
| Q1 25 | $464.6M | $328.6M | ||
| Q4 24 | $454.5M | $412.8M | ||
| Q3 24 | $450.7M | $353.6M | ||
| Q2 24 | $442.4M | $320.8M | ||
| Q1 24 | $426.9M | $314.5M |
净利润ESSZD
| Q4 25 | $85.7M | $370.0K | ||
| Q3 25 | $172.7M | $-3.6M | ||
| Q2 25 | $231.5M | $26.3M | ||
| Q1 25 | $212.8M | $24.2M | ||
| Q4 24 | $301.7M | $64.1M | ||
| Q3 24 | $125.5M | $-48.6M | ||
| Q2 24 | $99.0M | $36.9M | ||
| Q1 24 | $285.1M | $10.6M |
毛利率ESSZD
| Q4 25 | 70.0% | 85.9% | ||
| Q3 25 | 69.2% | 85.4% | ||
| Q2 25 | 70.7% | 86.1% | ||
| Q1 25 | 69.6% | 85.6% | ||
| Q4 24 | 70.0% | 87.1% | ||
| Q3 24 | 69.5% | 85.5% | ||
| Q2 24 | 70.8% | 84.4% | ||
| Q1 24 | 69.7% | 85.4% |
营业利润率ESSZD
| Q4 25 | 31.7% | 21.2% | ||
| Q3 25 | 44.5% | 7.8% | ||
| Q2 25 | 59.5% | 9.5% | ||
| Q1 25 | 55.3% | 10.7% | ||
| Q4 24 | 67.0% | 19.0% | ||
| Q3 24 | 28.6% | -8.3% | ||
| Q2 24 | 31.1% | 8.9% | ||
| Q1 24 | 31.0% | 11.4% |
净利率ESSZD
| Q4 25 | 17.9% | 0.1% | ||
| Q3 25 | 36.5% | -1.0% | ||
| Q2 25 | 49.3% | 7.5% | ||
| Q1 25 | 45.8% | 7.4% | ||
| Q4 24 | 66.4% | 15.5% | ||
| Q3 24 | 27.8% | -13.7% | ||
| Q2 24 | 22.4% | 11.5% | ||
| Q1 24 | 66.8% | 3.4% |
每股收益（稀释后）ESSZD
| Q4 25 | $1.24 | $0.06 | ||
| Q3 25 | $2.56 | $-0.09 | ||
| Q2 25 | $3.44 | $0.62 | ||
| Q1 25 | $3.16 | $0.56 | ||
| Q4 24 | $4.00 | $1.53 | ||
| Q3 24 | $1.84 | $-1.11 | ||
| Q2 24 | $1.45 | $0.77 | ||
| Q1 24 | $4.25 | $0.23 |
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 | $607.0M |
| 总债务越低越好 | — | $866.5M |
| 股东权益账面价值 | $5.5B | $1.8B |
| 总资产 | $13.2B | $3.7B |
| 负债/权益比越低杠杆越低 | — | 0.49× |
8季度趋势，按日历期对齐
现金及短期投资ESSZD
| Q4 25 | $76.2M | $607.0M | ||
| Q3 25 | $66.0M | $503.4M | ||
| Q2 25 | $58.7M | $457.3M | ||
| Q1 25 | $98.7M | $431.0M | ||
| Q4 24 | $66.8M | $505.9M | ||
| Q3 24 | $71.3M | $386.1M | ||
| Q2 24 | $55.2M | $687.2M | ||
| Q1 24 | $499.0M | $751.2M |
总债务ESSZD
| Q4 25 | — | $866.5M | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | $864.3M | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.6B | — |
股东权益ESSZD
| Q4 25 | $5.5B | $1.8B | ||
| Q3 25 | $5.6B | $1.8B | ||
| Q2 25 | $5.6B | $1.8B | ||
| Q1 25 | $5.6B | $1.8B | ||
| Q4 24 | $5.5B | $1.8B | ||
| Q3 24 | $5.4B | $1.8B | ||
| Q2 24 | $5.5B | $1.9B | ||
| Q1 24 | $5.5B | $1.9B |
总资产ESSZD
| Q4 25 | $13.2B | $3.7B | ||
| Q3 25 | $13.2B | $3.5B | ||
| Q2 25 | $13.2B | $3.5B | ||
| Q1 25 | $13.2B | $3.5B | ||
| Q4 24 | $12.9B | $3.7B | ||
| Q3 24 | $12.6B | $3.4B | ||
| Q2 24 | $12.5B | $3.7B | ||
| Q1 24 | $12.9B | $3.7B |
负债/权益比ESSZD
| Q4 25 | — | 0.49× | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | 0.48× | ||
| 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 | $191.1M |
| 自由现金流经营现金流 - 资本支出 | — | $157.8M |
| 自由现金流率自由现金流/营收 | — | 38.8% |
| 资本支出强度资本支出/营收 | — | 8.2% |
| 现金转化率经营现金流/净利润 | 12.53× | 516.44× |
| 过去12个月自由现金流最近4个季度 | — | $287.9M |
8季度趋势，按日历期对齐
经营现金流ESSZD
| Q4 25 | $1.1B | $191.1M | ||
| Q3 25 | $342.6M | $138.3M | ||
| Q2 25 | $216.1M | $57.1M | ||
| Q1 25 | $281.5M | $20.6M | ||
| Q4 24 | $1.1B | $158.2M | ||
| Q3 24 | $316.2M | $106.0M | ||
| Q2 24 | $218.9M | $50.6M | ||
| Q1 24 | $314.9M | $75.6M |
自由现金流ESSZD
| Q4 25 | — | $157.8M | ||
| Q3 25 | — | $108.2M | ||
| Q2 25 | — | $26.9M | ||
| Q1 25 | — | $-5.0M | ||
| Q4 24 | — | $131.1M | ||
| Q3 24 | — | $80.1M | ||
| Q2 24 | — | $25.1M | ||
| Q1 24 | — | $47.4M |
自由现金流率ESSZD
| Q4 25 | — | 38.8% | ||
| Q3 25 | — | 29.7% | ||
| Q2 25 | — | 7.6% | ||
| Q1 25 | — | -1.5% | ||
| Q4 24 | — | 31.8% | ||
| Q3 24 | — | 22.7% | ||
| Q2 24 | — | 7.8% | ||
| Q1 24 | — | 15.1% |
资本支出强度ESSZD
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 8.3% | ||
| Q2 25 | — | 8.6% | ||
| Q1 25 | — | 7.8% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | — | 8.0% | ||
| Q1 24 | — | 8.9% |
现金转化率ESSZD
| Q4 25 | 12.53× | 516.44× | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | 2.17× | ||
| Q1 25 | 1.32× | 0.85× | ||
| Q4 24 | 3.54× | 2.47× | ||
| Q3 24 | 2.52× | — | ||
| Q2 24 | 2.21× | 1.37× | ||
| Q1 24 | 1.10× | 7.11× |
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
ZD
| Health And Wellness | $114.8M | 28% |
| Technology And Shopping | $108.9M | 27% |
| Cybersecurity And Martech Segment | $70.9M | 17% |
| Connectivity | $60.3M | 15% |
| Gaming And Entertainment | $51.7M | 13% |
| Subscription And Licensing | $2.9M | 1% |
