vs
Fifth Third Bancorp(FITB)与Ventas(VTR)财务数据对比。点击上方公司名可切换其他公司
Ventas的季度营收约是Fifth Third Bancorp的1.1倍($1.7B vs $1.5B),Fifth Third Bancorp净利率更高(47.7% vs 3.6%,领先44.1%),Ventas同比增速更快(22.0% vs 6.4%)
Fifth Third Bancorp是总部位于美国俄亥俄州辛辛那提的银行控股集团,为美国大型银行之一,位列《财富》美国500强第321位。旗下银行在全美12个州共运营1087家分行及2400台自动柜员机,服务覆盖多区域市场。
Ventas是一家领先的医疗地产投资信托企业,旗下资产涵盖养老社区、医疗办公楼、生命科学研究设施及康复医疗中心等,主要在北美、英国地区运营,为医疗服务及生命科学机构提供专业物业解决方案。
FITB vs VTR — 直观对比
营收规模更大
VTR
是对方的1.1倍
$1.5B
营收增速更快
VTR
高出15.6%
6.4%
净利率更高
FITB
高出44.1%
3.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $1.7B |
| 净利润 | $730.0M | $59.0M |
| 毛利率 | — | — |
| 营业利润率 | 59.7% | — |
| 净利率 | 47.7% | 3.6% |
| 营收同比 | 6.4% | 22.0% |
| 净利润同比 | 17.7% | 19.0% |
| 每股收益(稀释后) | $1.03 | — |
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
FITB
VTR
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.5B | $1.6B | ||
| Q3 25 | $1.5B | $1.5B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B |
净利润
FITB
VTR
| Q1 26 | — | $59.0M | ||
| Q4 25 | $730.0M | $73.0M | ||
| Q3 25 | $649.0M | $68.7M | ||
| Q2 25 | $628.0M | $71.5M | ||
| Q1 25 | $515.0M | $48.4M | ||
| Q4 24 | $620.0M | $58.7M | ||
| Q3 24 | — | $21.0M | ||
| Q2 24 | — | $21.2M |
营业利润率
FITB
VTR
| Q1 26 | — | — | ||
| Q4 25 | 59.7% | 4.9% | ||
| Q3 25 | 55.1% | 3.0% | ||
| Q2 25 | 54.0% | 3.0% | ||
| Q1 25 | 45.4% | 3.0% | ||
| Q4 24 | 53.3% | -0.0% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | -1.6% |
净利率
FITB
VTR
| Q1 26 | — | 3.6% | ||
| Q4 25 | 47.7% | 4.7% | ||
| Q3 25 | 42.7% | 4.6% | ||
| Q2 25 | 42.0% | 5.0% | ||
| Q1 25 | 35.8% | 3.6% | ||
| Q4 24 | 43.1% | 4.6% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 1.8% |
每股收益(稀释后)
FITB
VTR
| Q1 26 | — | — | ||
| Q4 25 | $1.03 | $0.15 | ||
| Q3 25 | $0.91 | $0.14 | ||
| Q2 25 | $0.88 | $0.15 | ||
| Q1 25 | $0.71 | $0.10 | ||
| Q4 24 | $0.85 | $0.13 | ||
| Q3 24 | — | $0.05 | ||
| Q2 24 | — | $0.05 |
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 | — | $183.6M |
| 总债务越低越好 | $13.6B | — |
| 股东权益账面价值 | $21.7B | $13.2B |
| 总资产 | $214.4B | $27.7B |
| 负债/权益比越低杠杆越低 | 0.63× | — |
8季度趋势,按日历期对齐
现金及短期投资
FITB
VTR
| Q1 26 | — | $183.6M | ||
| Q4 25 | — | $741.1M | ||
| Q3 25 | — | $188.6M | ||
| Q2 25 | — | $614.2M | ||
| Q1 25 | — | $182.3M | ||
| Q4 24 | — | $897.9M | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $557.1M |
总债务
FITB
VTR
| Q1 26 | — | — | ||
| Q4 25 | $13.6B | $13.0B | ||
| Q3 25 | $13.7B | — | ||
| Q2 25 | $14.5B | — | ||
| Q1 25 | $14.5B | — | ||
| Q4 24 | $14.3B | $13.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
FITB
VTR
| Q1 26 | — | $13.2B | ||
| Q4 25 | $21.7B | $12.5B | ||
| Q3 25 | $21.1B | $12.4B | ||
| Q2 25 | $21.1B | $11.5B | ||
| Q1 25 | $20.4B | $11.5B | ||
| Q4 24 | $19.6B | $10.8B | ||
| Q3 24 | — | $9.8B | ||
| Q2 24 | — | $9.6B |
总资产
FITB
VTR
| Q1 26 | — | $27.7B | ||
| Q4 25 | $214.4B | $27.6B | ||
| Q3 25 | $212.9B | $26.9B | ||
| Q2 25 | $210.0B | $26.5B | ||
| Q1 25 | $212.7B | $26.0B | ||
| Q4 24 | $212.9B | $26.2B | ||
| Q3 24 | — | $25.3B | ||
| Q2 24 | — | $24.5B |
负债/权益比
FITB
VTR
| Q1 26 | — | — | ||
| Q4 25 | 0.63× | 1.04× | ||
| Q3 25 | 0.65× | — | ||
| Q2 25 | 0.69× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 0.73× | 1.26× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $929.0M | — |
| 自由现金流经营现金流 - 资本支出 | $765.0M | — |
| 自由现金流率自由现金流/营收 | 50.0% | — |
| 资本支出强度资本支出/营收 | 10.7% | — |
| 现金转化率经营现金流/净利润 | 1.27× | — |
| 过去12个月自由现金流最近4个季度 | $3.9B | — |
8季度趋势,按日历期对齐
经营现金流
FITB
VTR
| Q1 26 | — | — | ||
| Q4 25 | $929.0M | $471.7M | ||
| Q3 25 | $1.0B | $378.6M | ||
| Q2 25 | $1.3B | $475.3M | ||
| Q1 25 | $1.2B | $321.1M | ||
| Q4 24 | $-101.0M | $373.6M | ||
| Q3 24 | — | $353.7M | ||
| Q2 24 | — | $335.9M |
自由现金流
FITB
VTR
| Q1 26 | — | — | ||
| Q4 25 | $765.0M | — | ||
| Q3 25 | $886.0M | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $-246.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率
FITB
VTR
| Q1 26 | — | — | ||
| Q4 25 | 50.0% | — | ||
| Q3 25 | 58.3% | — | ||
| Q2 25 | 77.8% | — | ||
| Q1 25 | 77.7% | — | ||
| Q4 24 | -17.1% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度
FITB
VTR
| Q1 26 | — | — | ||
| Q4 25 | 10.7% | — | ||
| Q3 25 | 10.5% | — | ||
| Q2 25 | 9.6% | — | ||
| Q1 25 | 8.1% | — | ||
| Q4 24 | 10.1% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率
FITB
VTR
| Q1 26 | — | — | ||
| Q4 25 | 1.27× | 6.46× | ||
| Q3 25 | 1.61× | 5.51× | ||
| Q2 25 | 2.08× | 6.65× | ||
| Q1 25 | 2.39× | 6.64× | ||
| Q4 24 | -0.16× | 6.36× | ||
| Q3 24 | — | 16.84× | ||
| Q2 24 | — | 15.87× |
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
FITB
暂无分部数据
VTR
| Resident fees and services | $1.3B | 78% |
| Outpatient medical and research portfolio | $230.1M | 14% |
| Triple-net leased properties | $123.1M | 7% |
| Third-party capital management revenues | $4.4M | 0% |