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EverCommerce Inc.（EVCM）与JBG SMITH Properties（JBGS）财务数据对比。点击上方公司名可切换其他公司
EverCommerce Inc.的季度营收约是JBG SMITH Properties的1.2倍（$151.2M vs $127.6M），EverCommerce Inc.净利率更高（4.0% vs -18.1%，领先22.1%），JBG SMITH Properties同比增速更快（5.7% vs 5.2%），过去两年EverCommerce Inc.的营收复合增速更高（4.7% vs -2.9%）
EverCommerce Inc.是面向服务类中小企业的领先集成SaaS解决方案提供商，核心市场覆盖北美及部分全球区域，产品线包含业务管理、支付处理、客户互动、营销工具等，服务家庭服务、健康康养、健身等多个细分领域。
JBG SMITH Properties是一家总部位于马里兰州贝塞斯达的上市房地产投资信托公司，专注于持有并运营房地产资产，是美国商业地产领域的专业运营机构，面向市场提供多元化的不动产投资与管理服务。
EVCM vs JBGS — 直观对比
营收规模更大
EVCM
是对方的1.2倍
$127.6M
营收增速更快
JBGS
高出0.5%
5.2%
净利率更高
EVCM
高出22.1%
-18.1%
两年增速更快
EVCM
近两年复合增速
-2.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $151.2M | $127.6M |
| 净利润 | $6.0M | $-23.0M |
| 毛利率 | — | — |
| 营业利润率 | 8.8% | — |
| 净利率 | 4.0% | -18.1% |
| 营收同比 | 5.2% | 5.7% |
| 净利润同比 | 149.4% | 57.1% |
| 每股收益（稀释后） | $0.04 | $-0.32 |
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EVCMJBGS
| Q1 26 | — | $127.6M | ||
| Q4 25 | $151.2M | $127.6M | ||
| Q3 25 | $147.5M | $123.9M | ||
| Q2 25 | $148.0M | $126.5M | ||
| Q1 25 | $142.3M | $120.7M | ||
| Q4 24 | $143.7M | $130.8M | ||
| Q3 24 | $140.1M | $136.0M | ||
| Q2 24 | $140.5M | $135.3M |
净利润EVCMJBGS
| Q1 26 | — | $-23.0M | ||
| Q4 25 | $6.0M | $-45.5M | ||
| Q3 25 | $11.1M | $-28.6M | ||
| Q2 25 | $8.2M | $-19.2M | ||
| Q1 25 | $-7.7M | $-45.7M | ||
| Q4 24 | $-12.2M | $-59.9M | ||
| Q3 24 | $-9.2M | $-27.0M | ||
| Q2 24 | $-3.4M | $-24.4M |
营业利润率EVCMJBGS
| Q1 26 | — | — | ||
| Q4 25 | 8.8% | -47.5% | ||
| Q3 25 | 10.8% | -27.5% | ||
| Q2 25 | 10.7% | -18.4% | ||
| Q1 25 | 10.0% | -44.7% | ||
| Q4 24 | 8.8% | -53.6% | ||
| Q3 24 | 7.2% | -22.4% | ||
| Q2 24 | 5.5% | -24.3% |
净利率EVCMJBGS
| Q1 26 | — | -18.1% | ||
| Q4 25 | 4.0% | -35.7% | ||
| Q3 25 | 7.5% | -23.1% | ||
| Q2 25 | 5.5% | -15.2% | ||
| Q1 25 | -5.4% | -37.9% | ||
| Q4 24 | -8.5% | -45.8% | ||
| Q3 24 | -6.5% | -19.8% | ||
| Q2 24 | -2.4% | -18.0% |
每股收益（稀释后）EVCMJBGS
| Q1 26 | — | $-0.32 | ||
| Q4 25 | $0.04 | $-0.76 | ||
| Q3 25 | $0.06 | $-0.48 | ||
| Q2 25 | $0.04 | $-0.29 | ||
| Q1 25 | $-0.04 | $-0.56 | ||
| Q4 24 | $-0.06 | $-0.70 | ||
| Q3 24 | $-0.05 | $-0.32 | ||
| Q2 24 | $-0.02 | $-0.27 |
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 | $129.7M | — |
| 总债务越低越好 | $523.4M | — |
| 股东权益账面价值 | $716.9M | — |
| 总资产 | $1.4B | $4.3B |
| 负债/权益比越低杠杆越低 | 0.73× | — |
8季度趋势，按日历期对齐
现金及短期投资EVCMJBGS
| Q1 26 | — | — | ||
| Q4 25 | $129.7M | $75.3M | ||
| Q3 25 | $106.9M | $64.4M | ||
| Q2 25 | $151.1M | $61.4M | ||
| Q1 25 | $148.4M | $81.3M | ||
| Q4 24 | $135.8M | $145.8M | ||
| Q3 24 | $101.6M | $137.0M | ||
| Q2 24 | $86.7M | $163.5M |
总债务EVCMJBGS
| Q1 26 | — | — | ||
| Q4 25 | $523.4M | — | ||
| Q3 25 | $524.6M | — | ||
| Q2 25 | $525.8M | — | ||
| Q1 25 | $526.9M | — | ||
| Q4 24 | $527.9M | — | ||
| Q3 24 | $529.0M | — | ||
| Q2 24 | $530.1M | — |
股东权益EVCMJBGS
| Q1 26 | — | — | ||
| Q4 25 | $716.9M | $1.2B | ||
| Q3 25 | $728.5M | $1.2B | ||
| Q2 25 | $744.0M | $1.3B | ||
| Q1 25 | $739.6M | $1.6B | ||
| Q4 24 | $750.8M | $1.8B | ||
| Q3 24 | $770.7M | $1.9B | ||
| Q2 24 | $784.1M | $2.0B |
总资产EVCMJBGS
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.4B | $4.4B | ||
| Q3 25 | $1.4B | $4.4B | ||
| Q2 25 | $1.4B | $4.5B | ||
| Q1 25 | $1.4B | $4.7B | ||
| Q4 24 | $1.4B | $5.0B | ||
| Q3 24 | $1.5B | $5.2B | ||
| Q2 24 | $1.5B | $5.3B |
负债/权益比EVCMJBGS
| Q1 26 | — | — | ||
| Q4 25 | 0.73× | — | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | 0.71× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 0.70× | — | ||
| Q3 24 | 0.69× | — | ||
| Q2 24 | 0.68× | — |
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 | $21.3M | — |
| 自由现金流经营现金流 - 资本支出 | $21.0M | — |
| 自由现金流率自由现金流/营收 | 13.9% | — |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 现金转化率经营现金流/净利润 | 3.52× | — |
| 过去12个月自由现金流最近4个季度 | $109.2M | — |
8季度趋势，按日历期对齐
经营现金流EVCMJBGS
| Q1 26 | — | — | ||
| Q4 25 | $21.3M | $73.3M | ||
| Q3 25 | $32.5M | $8.9M | ||
| Q2 25 | $27.0M | $18.8M | ||
| Q1 25 | $30.7M | $12.9M | ||
| Q4 24 | $48.4M | $129.4M | ||
| Q3 24 | $27.5M | $26.4M | ||
| Q2 24 | $23.9M | $23.8M |
自由现金流EVCMJBGS
| Q1 26 | — | — | ||
| Q4 25 | $21.0M | — | ||
| Q3 25 | $31.6M | — | ||
| Q2 25 | $26.5M | — | ||
| Q1 25 | $30.2M | — | ||
| Q4 24 | $48.2M | — | ||
| Q3 24 | $27.4M | — | ||
| Q2 24 | $23.3M | — |
自由现金流率EVCMJBGS
| Q1 26 | — | — | ||
| Q4 25 | 13.9% | — | ||
| Q3 25 | 21.4% | — | ||
| Q2 25 | 17.9% | — | ||
| Q1 25 | 21.2% | — | ||
| Q4 24 | 33.5% | — | ||
| Q3 24 | 19.5% | — | ||
| Q2 24 | 16.6% | — |
资本支出强度EVCMJBGS
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.3% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | 0.5% | — |
现金转化率EVCMJBGS
| Q1 26 | — | — | ||
| Q4 25 | 3.52× | — | ||
| Q3 25 | 2.93× | — | ||
| Q2 25 | 3.31× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
EVCM
| Transferred Over Time | $146.4M | 97% |
| Transferred At Point In Time | $4.8M | 3% |
JBGS
| Property rental | $105.9M | 83% |
| Third-party real estate services, including reimbursements | $17.2M | 13% |
| Other revenue | $4.5M | 4% |
