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Gaming & Leisure Properties, Inc.(GLPI)与Natural Grocers by Vitamin Cottage, Inc.(NGVC)财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是Natural Grocers by Vitamin Cottage, Inc.的1.3倍($420.0M vs $335.6M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs 3.4%,领先53.6%),Gaming & Leisure Properties, Inc.同比增速更快(6.3% vs 1.6%),过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高(5.0% vs 4.4%)
博彩与休闲地产公司(GLPI)是一家专注于赌场物业的房地产投资信托(REIT),总部位于宾夕法尼亚州怀奥米辛。公司于2013年11月从宾州国民娱乐分拆成立,目前持有62处赌场物业,全部对外出租给其他企业运营。
Natural Grocers by Vitamin Cottage, Inc.是美国本土的特色零售连锁企业,主营认证有机食品、膳食补充剂、天然个护及环保家居类产品,面向健康意识较强的消费群体,门店覆盖美国多州,执行严格品控标准,拒绝售卖含人工添加剂的商品。
GLPI vs NGVC — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $335.6M |
| 净利润 | $239.4M | $11.3M |
| 毛利率 | — | 29.5% |
| 营业利润率 | 79.4% | 4.4% |
| 净利率 | 57.0% | 3.4% |
| 营收同比 | 6.3% | 1.6% |
| 净利润同比 | 40.5% | 14.0% |
| 每股收益(稀释后) | — | $0.49 |
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
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $335.6M | ||
| Q3 25 | $397.6M | $336.1M | ||
| Q2 25 | $394.9M | $328.7M | ||
| Q1 25 | $395.2M | $335.8M | ||
| Q4 24 | $389.6M | $330.2M | ||
| Q3 24 | $385.3M | $322.7M | ||
| Q2 24 | $380.6M | $309.1M |
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $11.3M | ||
| Q3 25 | $241.2M | $11.8M | ||
| Q2 25 | $151.4M | $11.6M | ||
| Q1 25 | $165.2M | $13.1M | ||
| Q4 24 | $223.6M | $9.9M | ||
| Q3 24 | $184.7M | $9.0M | ||
| Q2 24 | $208.3M | $9.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 29.5% | ||
| Q3 25 | — | 29.5% | ||
| Q2 25 | — | 29.9% | ||
| Q1 25 | — | 30.3% | ||
| Q4 24 | — | 29.9% | ||
| Q3 24 | — | 29.6% | ||
| Q2 24 | — | 29.2% |
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 4.4% | ||
| Q3 25 | 84.8% | 4.6% | ||
| Q2 25 | 61.3% | 4.7% | ||
| Q1 25 | 65.5% | 5.2% | ||
| Q4 24 | 79.1% | 4.0% | ||
| Q3 24 | 70.4% | 3.7% | ||
| Q2 24 | 77.1% | 4.2% |
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 3.4% | ||
| Q3 25 | 60.7% | 3.5% | ||
| Q2 25 | 38.4% | 3.5% | ||
| Q1 25 | 41.8% | 3.9% | ||
| Q4 24 | 57.4% | 3.0% | ||
| Q3 24 | 47.9% | 2.8% | ||
| Q2 24 | 54.7% | 3.0% |
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.49 | ||
| Q3 25 | $0.85 | $0.51 | ||
| Q2 25 | $0.54 | $0.50 | ||
| Q1 25 | $0.60 | $0.56 | ||
| Q4 24 | $0.79 | $0.43 | ||
| Q3 24 | $0.67 | $0.38 | ||
| Q2 24 | $0.77 | $0.40 |
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 | $274.5M | $23.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $220.0M |
| 总资产 | $13.8B | $668.6M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $23.2M | ||
| Q3 25 | — | $17.1M | ||
| Q2 25 | — | $13.2M | ||
| Q1 25 | — | $21.2M | ||
| Q4 24 | $560.8M | $6.3M | ||
| Q3 24 | $560.8M | $8.9M | ||
| Q2 24 | $560.8M | $13.9M |
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $7.7B | — | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $220.0M | ||
| Q3 25 | $4.6B | $212.4M | ||
| Q2 25 | $4.6B | $202.5M | ||
| Q1 25 | $4.2B | $193.0M | ||
| Q4 24 | $4.3B | $181.9M | ||
| Q3 24 | $4.3B | $174.3M | ||
| Q2 24 | $4.1B | $167.8M |
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $668.6M | ||
| Q3 25 | $12.8B | $670.5M | ||
| Q2 25 | $12.5B | $659.0M | ||
| Q1 25 | $12.1B | $664.6M | ||
| Q4 24 | $13.1B | $648.9M | ||
| Q3 24 | $12.7B | $655.5M | ||
| Q2 24 | $11.8B | $654.4M |
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 1.74× | — | ||
| Q2 24 | 1.60× | — |
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 | — | $21.1M |
| 自由现金流经营现金流 - 资本支出 | — | $11.6M |
| 自由现金流率自由现金流/营收 | — | 3.4% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | — | 1.86× |
| 过去12个月自由现金流最近4个季度 | — | $42.6M |
8季度趋势,按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $21.1M | ||
| Q3 25 | $240.3M | $15.6M | ||
| Q2 25 | $293.4M | $2.9M | ||
| Q1 25 | $252.5M | $34.1M | ||
| Q4 24 | $1.1B | $2.7M | ||
| Q3 24 | $270.4M | $24.5M | ||
| Q2 24 | $252.1M | $12.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $11.6M | ||
| Q3 25 | $183.0M | $7.5M | ||
| Q2 25 | $272.3M | $-4.2M | ||
| Q1 25 | $239.6M | $27.6M | ||
| Q4 24 | $1.1B | $-6.9M | ||
| Q3 24 | $261.5M | $18.0M | ||
| Q2 24 | $245.0M | $3.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.4% | ||
| Q3 25 | 46.0% | 2.2% | ||
| Q2 25 | 69.0% | -1.3% | ||
| Q1 25 | 60.6% | 8.2% | ||
| Q4 24 | 275.3% | -2.1% | ||
| Q3 24 | 67.9% | 5.6% | ||
| Q2 24 | 64.4% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.9% | ||
| Q3 25 | 14.4% | 2.4% | ||
| Q2 25 | 5.3% | 2.2% | ||
| Q1 25 | 3.3% | 1.9% | ||
| Q4 24 | 0.0% | 2.9% | ||
| Q3 24 | 2.3% | 2.0% | ||
| Q2 24 | 1.9% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 1.86× | ||
| Q3 25 | 1.00× | 1.32× | ||
| Q2 25 | 1.94× | 0.25× | ||
| Q1 25 | 1.53× | 2.60× | ||
| Q4 24 | 4.80× | 0.27× | ||
| Q3 24 | 1.46× | 2.72× | ||
| Q2 24 | 1.21× | 1.35× |
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
GLPI
暂无分部数据
NGVC
| Grocery | $243.8M | 73% |
| Dietary Supplements | $60.7M | 18% |
| Manufactured Product Other | $31.0M | 9% |