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EZCORP INC(EZPW)与MARCUS CORP(MCS)财务数据对比。点击上方公司名可切换其他公司
EZCORP INC的季度营收约是MARCUS CORP的2.0倍($382.0M vs $193.5M),EZCORP INC同比增速更快(19.3% vs 2.8%),EZCORP INC自由现金流更多($31.7M vs $26.4M),过去两年MARCUS CORP的营收复合增速更高(18.2% vs 15.6%)
EZCORP是总部位于美国得克萨斯州奥斯汀的典当行运营商,业务覆盖美国及拉丁美洲地区,是美国第二大典当行运营商,仅次于Cash America International,目前在纳斯达克挂牌上市。
马库斯公司是一家美国企业,主营商业地产领域相关服务,业务覆盖美国与加拿大,提供商业地产经纪、按揭经纪、行业研究以及咨询服务,首创了由单一经纪公司独家代理房源挂牌的行业模式,目前在美加两国设有超过80家办公室,拥有员工超1800名。
EZPW vs MCS — 直观对比
营收规模更大
EZPW
是对方的2.0倍
$193.5M
营收增速更快
EZPW
高出16.6%
2.8%
自由现金流更多
EZPW
多$5.3M
$26.4M
两年增速更快
MCS
近两年复合增速
15.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $382.0M | $193.5M |
| 净利润 | $44.3M | — |
| 毛利率 | 58.4% | — |
| 营业利润率 | 15.9% | 0.9% |
| 净利率 | 11.6% | — |
| 营收同比 | 19.3% | 2.8% |
| 净利润同比 | 42.8% | — |
| 每股收益(稀释后) | $0.55 | — |
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
EZPW
MCS
| Q4 25 | $382.0M | $193.5M | ||
| Q3 25 | $336.8M | $210.2M | ||
| Q2 25 | $311.0M | $206.0M | ||
| Q1 25 | $306.3M | $148.8M | ||
| Q4 24 | $320.2M | $188.3M | ||
| Q3 24 | $294.6M | $232.7M | ||
| Q2 24 | $281.4M | $176.0M | ||
| Q1 24 | $285.6M | $138.5M |
净利润
EZPW
MCS
| Q4 25 | $44.3M | — | ||
| Q3 25 | $26.7M | $16.2M | ||
| Q2 25 | $26.5M | $7.3M | ||
| Q1 25 | $25.4M | $-16.8M | ||
| Q4 24 | $31.0M | $986.0K | ||
| Q3 24 | $15.2M | $23.3M | ||
| Q2 24 | $17.9M | $-20.2M | ||
| Q1 24 | $21.5M | $-11.9M |
毛利率
EZPW
MCS
| Q4 25 | 58.4% | — | ||
| Q3 25 | 59.0% | — | ||
| Q2 25 | 59.1% | — | ||
| Q1 25 | 58.3% | — | ||
| Q4 24 | 57.9% | — | ||
| Q3 24 | 59.5% | — | ||
| Q2 24 | 59.2% | — | ||
| Q1 24 | 58.7% | — |
营业利润率
EZPW
MCS
| Q4 25 | 15.9% | 0.9% | ||
| Q3 25 | 11.0% | 10.8% | ||
| Q2 25 | 11.6% | 6.3% | ||
| Q1 25 | 11.2% | -13.7% | ||
| Q4 24 | 13.1% | -1.2% | ||
| Q3 24 | 8.8% | 14.1% | ||
| Q2 24 | 7.9% | 1.3% | ||
| Q1 24 | 9.6% | -12.0% |
净利率
EZPW
MCS
| Q4 25 | 11.6% | — | ||
| Q3 25 | 7.9% | 7.7% | ||
| Q2 25 | 8.5% | 3.6% | ||
| Q1 25 | 8.3% | -11.3% | ||
| Q4 24 | 9.7% | 0.5% | ||
| Q3 24 | 5.2% | 10.0% | ||
| Q2 24 | 6.4% | -11.5% | ||
| Q1 24 | 7.5% | -8.6% |
每股收益(稀释后)
EZPW
MCS
| Q4 25 | $0.55 | — | ||
| Q3 25 | $0.35 | — | ||
| Q2 25 | $0.34 | — | ||
| Q1 25 | $0.33 | — | ||
| Q4 24 | $0.40 | — | ||
| Q3 24 | $0.20 | — | ||
| Q2 24 | $0.25 | — | ||
| Q1 24 | $0.29 | — |
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 | $465.9M | $23.4M |
| 总债务越低越好 | $518.6M | $159.0M |
| 股东权益账面价值 | $1.1B | $457.4M |
| 总资产 | $2.0B | $1.0B |
| 负债/权益比越低杠杆越低 | 0.48× | 0.35× |
8季度趋势,按日历期对齐
现金及短期投资
EZPW
MCS
| Q4 25 | $465.9M | $23.4M | ||
| Q3 25 | $469.5M | $7.4M | ||
| Q2 25 | $472.1M | $14.9M | ||
| Q1 25 | $505.2M | $11.9M | ||
| Q4 24 | $174.5M | $40.8M | ||
| Q3 24 | $170.5M | $28.4M | ||
| Q2 24 | $218.0M | $32.8M | ||
| Q1 24 | $229.1M | $17.3M |
总债务
EZPW
MCS
| Q4 25 | $518.6M | $159.0M | ||
| Q3 25 | $518.1M | $162.0M | ||
| Q2 25 | $517.6M | $179.9M | ||
| Q1 25 | $620.5M | $198.9M | ||
| Q4 24 | $327.7M | $159.1M | ||
| Q3 24 | $327.3M | $173.1M | ||
| Q2 24 | $361.3M | $175.7M | ||
| Q1 24 | $360.9M | $169.8M |
股东权益
EZPW
MCS
| Q4 25 | $1.1B | $457.4M | ||
| Q3 25 | $1.0B | $454.3M | ||
| Q2 25 | $990.1M | $448.4M | ||
| Q1 25 | $851.6M | $441.8M | ||
| Q4 24 | $823.9M | $464.9M | ||
| Q3 24 | $804.6M | $462.3M | ||
| Q2 24 | $801.5M | $449.4M | ||
| Q1 24 | $800.4M | $459.3M |
总资产
EZPW
MCS
| Q4 25 | $2.0B | $1.0B | ||
| Q3 25 | $2.0B | $1.0B | ||
| Q2 25 | $1.9B | $1.0B | ||
| Q1 25 | $1.8B | $1.0B | ||
| Q4 24 | $1.5B | $1.0B | ||
| Q3 24 | $1.5B | $1.0B | ||
| Q2 24 | $1.5B | $1.1B | ||
| Q1 24 | $1.5B | $1.0B |
负债/权益比
EZPW
MCS
| Q4 25 | 0.48× | 0.35× | ||
| Q3 25 | 0.51× | 0.36× | ||
| Q2 25 | 0.52× | 0.40× | ||
| Q1 25 | 0.73× | 0.45× | ||
| Q4 24 | 0.40× | 0.34× | ||
| Q3 24 | 0.41× | 0.37× | ||
| Q2 24 | 0.45× | 0.39× | ||
| Q1 24 | 0.45× | 0.37× |
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 | $39.1M | $48.8M |
| 自由现金流经营现金流 - 资本支出 | $31.7M | $26.4M |
| 自由现金流率自由现金流/营收 | 8.3% | 13.6% |
| 资本支出强度资本支出/营收 | 2.0% | 11.6% |
| 现金转化率经营现金流/净利润 | 0.88× | — |
| 过去12个月自由现金流最近4个季度 | $121.7M | $989.0K |
8季度趋势,按日历期对齐
经营现金流
EZPW
MCS
| Q4 25 | $39.1M | $48.8M | ||
| Q3 25 | $51.3M | $39.1M | ||
| Q2 25 | $34.8M | $31.6M | ||
| Q1 25 | $36.9M | $-35.3M | ||
| Q4 24 | $26.0M | $52.6M | ||
| Q3 24 | $43.3M | $30.5M | ||
| Q2 24 | $33.7M | $36.0M | ||
| Q1 24 | $15.1M | $-15.1M |
自由现金流
EZPW
MCS
| Q4 25 | $31.7M | $26.4M | ||
| Q3 25 | $35.7M | $18.2M | ||
| Q2 25 | $25.7M | $14.7M | ||
| Q1 25 | $28.6M | $-58.3M | ||
| Q4 24 | $20.4M | $27.1M | ||
| Q3 24 | $24.4M | $12.0M | ||
| Q2 24 | $30.5M | $16.1M | ||
| Q1 24 | $8.6M | $-30.5M |
自由现金流率
EZPW
MCS
| Q4 25 | 8.3% | 13.6% | ||
| Q3 25 | 10.6% | 8.7% | ||
| Q2 25 | 8.3% | 7.1% | ||
| Q1 25 | 9.3% | -39.2% | ||
| Q4 24 | 6.4% | 14.4% | ||
| Q3 24 | 8.3% | 5.2% | ||
| Q2 24 | 10.8% | 9.2% | ||
| Q1 24 | 3.0% | -22.0% |
资本支出强度
EZPW
MCS
| Q4 25 | 2.0% | 11.6% | ||
| Q3 25 | 4.6% | 9.9% | ||
| Q2 25 | 2.9% | 8.2% | ||
| Q1 25 | 2.7% | 15.5% | ||
| Q4 24 | 1.8% | 13.5% | ||
| Q3 24 | 6.4% | 7.9% | ||
| Q2 24 | 1.1% | 11.3% | ||
| Q1 24 | 2.3% | 11.1% |
现金转化率
EZPW
MCS
| Q4 25 | 0.88× | — | ||
| Q3 25 | 1.92× | 2.41× | ||
| Q2 25 | 1.31× | 4.32× | ||
| Q1 25 | 1.45× | — | ||
| Q4 24 | 0.84× | 53.31× | ||
| Q3 24 | 2.85× | 1.31× | ||
| Q2 24 | 1.88× | — | ||
| Q1 24 | 0.70× | — |
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
EZPW
| Merchandise | $210.1M | 55% |
| Pawn Service | $131.9M | 35% |
| Jewelry Scrap | $39.9M | 10% |
MCS
| Theatres | $123.1M | 64% |
| Concessions | $51.0M | 26% |
| Food And Beverage | $21.2M | 11% |