vs
FrontView REIT, Inc.(FVR)与TPG Mortgage Investment Trust, Inc.(MITT)财务数据对比。点击上方公司名可切换其他公司
TPG Mortgage Investment Trust, Inc.的季度营收约是FrontView REIT, Inc.的1.1倍($20.4M vs $18.2M),TPG Mortgage Investment Trust, Inc.净利率更高(65.0% vs 2.2%,领先62.8%),TPG Mortgage Investment Trust, Inc.同比增速更快(17.7% vs 12.0%)
TPG抵押贷款投资信托是由全球另类资产管理公司TPG管理的房地产投资信托,主要投资于美国市场的住宅及商业抵押贷款支持证券、履约及不良抵押贷款、其他信用关联地产资产,通过持有资产的净利息收入和资产处置收益实现回报。
FVR vs MITT — 直观对比
营收规模更大
MITT
是对方的1.1倍
$18.2M
营收增速更快
MITT
高出5.7%
12.0%
净利率更高
MITT
高出62.8%
2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $18.2M | $20.4M |
| 净利润 | $400.0K | $13.3M |
| 毛利率 | — | — |
| 营业利润率 | 24.9% | 67.1% |
| 净利率 | 2.2% | 65.0% |
| 营收同比 | 12.0% | 17.7% |
| 净利润同比 | — | -7.0% |
| 每股收益(稀释后) | — | $0.27 |
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
FVR
MITT
| Q1 26 | $18.2M | — | ||
| Q4 25 | $16.5M | $20.4M | ||
| Q3 25 | $16.8M | $19.5M | ||
| Q2 25 | $17.6M | $17.8M | ||
| Q1 25 | $16.2M | $18.8M | ||
| Q4 24 | — | $17.4M | ||
| Q3 24 | $14.5M | $14.9M | ||
| Q2 24 | — | $16.4M |
净利润
FVR
MITT
| Q1 26 | $400.0K | — | ||
| Q4 25 | $-4.1M | $13.3M | ||
| Q3 25 | $4.0M | $20.0M | ||
| Q2 25 | $-2.9M | $3.9M | ||
| Q1 25 | $-833.0K | $11.5M | ||
| Q4 24 | — | $14.3M | ||
| Q3 24 | $-2.4M | $16.6M | ||
| Q2 24 | — | $3.9M |
营业利润率
FVR
MITT
| Q1 26 | 24.9% | — | ||
| Q4 25 | — | 67.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 20.9% | ||
| Q1 25 | — | 54.6% | ||
| Q4 24 | — | 76.7% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 18.4% |
净利率
FVR
MITT
| Q1 26 | 2.2% | — | ||
| Q4 25 | -24.9% | 65.0% | ||
| Q3 25 | 23.9% | 102.5% | ||
| Q2 25 | -16.5% | 22.2% | ||
| Q1 25 | -5.1% | 60.9% | ||
| Q4 24 | — | 82.2% | ||
| Q3 24 | -16.7% | 111.3% | ||
| Q2 24 | — | 24.0% |
每股收益(稀释后)
FVR
MITT
| Q1 26 | — | — | ||
| Q4 25 | $-0.19 | $0.27 | ||
| Q3 25 | $0.19 | $0.47 | ||
| Q2 25 | $-0.16 | $-0.05 | ||
| Q1 25 | $-0.06 | $0.21 | ||
| Q4 24 | — | $0.30 | ||
| Q3 24 | — | $0.40 | ||
| Q2 24 | — | $-0.02 |
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 | $9.3M | $57.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $514.2M | $560.7M |
| 总资产 | $869.8M | $8.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
FVR
MITT
| Q1 26 | $9.3M | — | ||
| Q4 25 | $13.5M | $57.8M | ||
| Q3 25 | $19.6M | $59.0M | ||
| Q2 25 | $8.4M | $88.7M | ||
| Q1 25 | $3.3M | $115.5M | ||
| Q4 24 | — | $118.7M | ||
| Q3 24 | — | $102.5M | ||
| Q2 24 | — | $120.9M |
总债务
FVR
MITT
| Q1 26 | — | — | ||
| Q4 25 | $314.3M | — | ||
| Q3 25 | $307.1M | — | ||
| Q2 25 | $316.9M | — | ||
| Q1 25 | $310.2M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
FVR
MITT
| Q1 26 | $514.2M | — | ||
| Q4 25 | $391.2M | $560.7M | ||
| Q3 25 | $385.2M | $559.8M | ||
| Q2 25 | $369.9M | $536.4M | ||
| Q1 25 | $324.7M | $543.9M | ||
| Q4 24 | — | $543.4M | ||
| Q3 24 | $1.0K | $540.1M | ||
| Q2 24 | — | $533.5M |
总资产
FVR
MITT
| Q1 26 | $869.8M | — | ||
| Q4 25 | $854.4M | $8.7B | ||
| Q3 25 | $846.8M | $9.0B | ||
| Q2 25 | $856.5M | $7.5B | ||
| Q1 25 | $860.8M | $7.3B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | $1.0K | $7.0B | ||
| Q2 24 | — | $7.1B |
负债/权益比
FVR
MITT
| Q1 26 | — | — | ||
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.80× | — | ||
| Q2 25 | 0.86× | — | ||
| Q1 25 | 0.96× | — | ||
| Q4 24 | — | — | ||
| 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 | — | $59.6M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 4.48× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
FVR
MITT
| Q1 26 | — | — | ||
| Q4 25 | $42.1M | $59.6M | ||
| Q3 25 | $8.3M | $17.4M | ||
| Q2 25 | $9.3M | $11.5M | ||
| Q1 25 | $8.1M | $12.0M | ||
| Q4 24 | — | $55.8M | ||
| Q3 24 | — | $14.5M | ||
| Q2 24 | — | $13.7M |
现金转化率
FVR
MITT
| Q1 26 | — | — | ||
| Q4 25 | — | 4.48× | ||
| Q3 25 | 2.06× | 0.87× | ||
| Q2 25 | — | 2.92× | ||
| Q1 25 | — | 1.05× | ||
| Q4 24 | — | 3.91× | ||
| Q3 24 | — | 0.87× | ||
| Q2 24 | — | 3.50× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图