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FIRST ADVANTAGE CORP(FA)与HOVNANIAN ENTERPRISES INC(HOV)财务数据对比。点击上方公司名可切换其他公司
HOVNANIAN ENTERPRISES INC的季度营收约是FIRST ADVANTAGE CORP的1.9倍($817.9M vs $420.0M),FIRST ADVANTAGE CORP净利率更高(0.8% vs -0.1%,领先0.9%),FIRST ADVANTAGE CORP同比增速更快(36.8% vs -16.5%),HOVNANIAN ENTERPRISES INC自由现金流更多($164.0M vs $62.2M),过去两年FIRST ADVANTAGE CORP的营收复合增速更高(57.5% vs 17.3%)
First Advantage是全球领先的劳动力筛查与背景验证服务提供商,服务覆盖科技、医疗、金融、零售、制造等多个行业的各规模客户,助力企业管控雇佣风险、满足合规要求,打造安全可信的工作环境。
霍夫纳尼安企业是美国知名房地产企业,业务覆盖住宅开发全流程,包含设计、建造与销售,产品线丰富,不仅开发独立独栋住宅,也开发联排别墅、公寓以及养老住宅等高密度居住物业。
FA vs HOV — 直观对比
营收规模更大
HOV
是对方的1.9倍
$420.0M
营收增速更快
FA
高出53.3%
-16.5%
净利率更高
FA
高出0.9%
-0.1%
自由现金流更多
HOV
多$101.8M
$62.2M
两年增速更快
FA
近两年复合增速
17.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $817.9M |
| 净利润 | $3.5M | $-667.0K |
| 毛利率 | — | — |
| 营业利润率 | 10.7% | -0.5% |
| 净利率 | 0.8% | -0.1% |
| 营收同比 | 36.8% | -16.5% |
| 净利润同比 | 103.5% | -100.7% |
| 每股收益(稀释后) | $0.03 | $-0.57 |
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
FA
HOV
| Q4 25 | $420.0M | $817.9M | ||
| Q3 25 | $409.2M | $800.6M | ||
| Q2 25 | $390.6M | $686.5M | ||
| Q1 25 | $354.6M | $673.6M | ||
| Q4 24 | $307.1M | $979.6M | ||
| Q3 24 | $199.1M | $722.7M | ||
| Q2 24 | $184.5M | $708.4M | ||
| Q1 24 | $169.4M | $594.2M |
净利润
FA
HOV
| Q4 25 | $3.5M | $-667.0K | ||
| Q3 25 | $2.6M | $16.6M | ||
| Q2 25 | $308.0K | $19.7M | ||
| Q1 25 | $-41.2M | $28.2M | ||
| Q4 24 | $-100.4M | $94.3M | ||
| Q3 24 | $-8.9M | $72.9M | ||
| Q2 24 | $1.9M | $50.8M | ||
| Q1 24 | $-2.9M | $23.9M |
营业利润率
FA
HOV
| Q4 25 | 10.7% | -0.5% | ||
| Q3 25 | 10.3% | 3.0% | ||
| Q2 25 | 9.7% | 3.9% | ||
| Q1 25 | 2.1% | 5.9% | ||
| Q4 24 | -26.3% | 12.0% | ||
| Q3 24 | 4.6% | 13.5% | ||
| Q2 24 | 5.4% | 9.8% | ||
| Q1 24 | -0.4% | 5.5% |
净利率
FA
HOV
| Q4 25 | 0.8% | -0.1% | ||
| Q3 25 | 0.6% | 2.1% | ||
| Q2 25 | 0.1% | 2.9% | ||
| Q1 25 | -11.6% | 4.2% | ||
| Q4 24 | -32.7% | 9.6% | ||
| Q3 24 | -4.4% | 10.1% | ||
| Q2 24 | 1.0% | 7.2% | ||
| Q1 24 | -1.7% | 4.0% |
每股收益(稀释后)
FA
HOV
| Q4 25 | $0.03 | $-0.57 | ||
| Q3 25 | $0.01 | $1.99 | ||
| Q2 25 | $0.00 | $2.43 | ||
| Q1 25 | $-0.24 | $3.58 | ||
| Q4 24 | $-0.67 | $12.47 | ||
| Q3 24 | $-0.06 | $9.75 | ||
| Q2 24 | $0.01 | $6.66 | ||
| Q1 24 | $-0.02 | $2.91 |
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 | $240.0M | — |
| 总债务越低越好 | $2.1B | $900.7M |
| 股东权益账面价值 | $1.3B | $830.9M |
| 总资产 | $3.8B | $2.6B |
| 负债/权益比越低杠杆越低 | 1.61× | 1.08× |
8季度趋势,按日历期对齐
现金及短期投资
FA
HOV
| Q4 25 | $240.0M | — | ||
| Q3 25 | $216.8M | — | ||
| Q2 25 | $184.3M | — | ||
| Q1 25 | $172.0M | — | ||
| Q4 24 | $168.7M | — | ||
| Q3 24 | $307.4M | — | ||
| Q2 24 | $269.6M | — | ||
| Q1 24 | $246.0M | — |
总债务
FA
HOV
| Q4 25 | $2.1B | $900.7M | ||
| Q3 25 | $2.1B | $861.9M | ||
| Q2 25 | $2.1B | $864.3M | ||
| Q1 25 | $2.2B | $893.7M | ||
| Q4 24 | $2.2B | $896.2M | ||
| Q3 24 | — | $898.7M | ||
| Q2 24 | — | $933.0M | ||
| Q1 24 | — | $934.6M |
股东权益
FA
HOV
| Q4 25 | $1.3B | $830.9M | ||
| Q3 25 | $1.3B | $835.4M | ||
| Q2 25 | $1.3B | $820.4M | ||
| Q1 25 | $1.3B | $811.4M | ||
| Q4 24 | $1.3B | $800.3M | ||
| Q3 24 | $920.7M | $703.4M | ||
| Q2 24 | $913.3M | $647.0M | ||
| Q1 24 | $907.7M | $607.1M |
总资产
FA
HOV
| Q4 25 | $3.8B | $2.6B | ||
| Q3 25 | $3.9B | $2.6B | ||
| Q2 25 | $3.9B | $2.6B | ||
| Q1 25 | $3.9B | $2.5B | ||
| Q4 24 | $3.9B | $2.6B | ||
| Q3 24 | $1.7B | $2.5B | ||
| Q2 24 | $1.6B | $2.3B | ||
| Q1 24 | $1.6B | $2.3B |
负债/权益比
FA
HOV
| Q4 25 | 1.61× | 1.08× | ||
| Q3 25 | 1.64× | 1.03× | ||
| Q2 25 | 1.65× | 1.05× | ||
| Q1 25 | 1.69× | 1.10× | ||
| Q4 24 | 1.66× | 1.12× | ||
| Q3 24 | — | 1.28× | ||
| Q2 24 | — | 1.44× | ||
| Q1 24 | — | 1.54× |
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 | $65.9M | $169.1M |
| 自由现金流经营现金流 - 资本支出 | $62.2M | $164.0M |
| 自由现金流率自由现金流/营收 | 14.8% | 20.0% |
| 资本支出强度资本支出/营收 | 0.9% | 0.6% |
| 现金转化率经营现金流/净利润 | 19.01× | — |
| 过去12个月自由现金流最近4个季度 | $188.5M | $166.2M |
8季度趋势,按日历期对齐
经营现金流
FA
HOV
| Q4 25 | $65.9M | $169.1M | ||
| Q3 25 | $72.4M | $52.8M | ||
| Q2 25 | $37.3M | $22.3M | ||
| Q1 25 | $19.5M | $-55.9M | ||
| Q4 24 | $-85.7M | $115.8M | ||
| Q3 24 | $43.5M | $-92.3M | ||
| Q2 24 | $32.0M | $89.1M | ||
| Q1 24 | $38.3M | $-89.0M |
自由现金流
FA
HOV
| Q4 25 | $62.2M | $164.0M | ||
| Q3 25 | $71.2M | $45.8M | ||
| Q2 25 | $36.1M | $16.0M | ||
| Q1 25 | $19.0M | $-59.6M | ||
| Q4 24 | $-86.0M | $111.4M | ||
| Q3 24 | $43.1M | $-95.8M | ||
| Q2 24 | $31.4M | $84.7M | ||
| Q1 24 | $38.0M | $-94.4M |
自由现金流率
FA
HOV
| Q4 25 | 14.8% | 20.0% | ||
| Q3 25 | 17.4% | 5.7% | ||
| Q2 25 | 9.2% | 2.3% | ||
| Q1 25 | 5.4% | -8.8% | ||
| Q4 24 | -28.0% | 11.4% | ||
| Q3 24 | 21.6% | -13.3% | ||
| Q2 24 | 17.0% | 12.0% | ||
| Q1 24 | 22.4% | -15.9% |
资本支出强度
FA
HOV
| Q4 25 | 0.9% | 0.6% | ||
| Q3 25 | 0.3% | 0.9% | ||
| Q2 25 | 0.3% | 0.9% | ||
| Q1 25 | 0.1% | 0.5% | ||
| Q4 24 | 0.1% | 0.5% | ||
| Q3 24 | 0.2% | 0.5% | ||
| Q2 24 | 0.4% | 0.6% | ||
| Q1 24 | 0.2% | 0.9% |
现金转化率
FA
HOV
| Q4 25 | 19.01× | — | ||
| Q3 25 | 27.91× | 3.18× | ||
| Q2 25 | 121.25× | 1.13× | ||
| Q1 25 | — | -1.98× | ||
| Q4 24 | — | 1.23× | ||
| Q3 24 | — | -1.27× | ||
| Q2 24 | 17.22× | 1.75× | ||
| Q1 24 | — | -3.72× |
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
FA
| First Advantage Americas | $209.9M | 50% |
| Sterling | $185.9M | 44% |
| First Advantage International | $24.2M | 6% |
HOV
| Home Building | $789.8M | 97% |
| Financial Services | $28.1M | 3% |
| Management Fees | $7.1M | 1% |