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Granite Point Mortgage Trust Inc.（GPMT）与万物新生（RERE）财务数据对比。点击上方公司名可切换其他公司
万物新生的季度营收约是Granite Point Mortgage Trust Inc.的1.5倍（$43.2M vs $29.1M），万物新生净利率更高（16.9% vs -81.9%，领先98.8%）
Granite Point Mortgage Trust Inc.是一家总部位于美国的房地产金融企业，主要从事优先担保商业房地产贷款的发放、管理与投资业务，资产组合覆盖多户型住宅、办公楼、工业及零售物业等类别，业务遍及美国核心区域市场。
万物新生集团（ATRenew Inc.）是中国领先的二手消费电子产品交易与服务平台运营商，核心业务覆盖数码产品回收、质检、翻新及售卖，运营有爱回收等知名品牌，服务覆盖个人消费者及企业客户，市场遍及国内及部分东南亚地区。
GPMT vs RERE — 直观对比
营收规模更大
RERE
是对方的1.5倍
$29.1M
净利率更高
RERE
高出98.8%
-81.9%
损益表 — Q4 FY2025 vs Q1 FY2023
| 指标 | | |
|---|---|---|
| 营收 | $29.1M | $43.2M |
| 净利润 | $-23.8M | $7.3M |
| 毛利率 | — | — |
| 营业利润率 | -81.9% | — |
| 净利率 | -81.9% | 16.9% |
| 营收同比 | -24.9% | — |
| 净利润同比 | 38.7% | — |
| 每股收益（稀释后） | $-0.58 | — |
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GPMTRERE
| Q4 25 | $29.1M | — | ||
| Q3 25 | $33.7M | — | ||
| Q2 25 | $33.8M | — | ||
| Q1 25 | $35.1M | — | ||
| Q4 24 | $38.7M | — | ||
| Q3 24 | $44.3M | — | ||
| Q2 24 | $48.5M | — | ||
| Q1 24 | $12.5M | — |
净利润GPMTRERE
| Q4 25 | $-23.8M | — | ||
| Q3 25 | $3.0M | — | ||
| Q2 25 | $-13.4M | — | ||
| Q1 25 | $-7.0M | — | ||
| Q4 24 | $-38.8M | — | ||
| Q3 24 | $-31.0M | — | ||
| Q2 24 | $-63.1M | — | ||
| Q1 24 | $-74.1M | — |
营业利润率GPMTRERE
| Q4 25 | -81.9% | — | ||
| Q3 25 | 9.2% | — | ||
| Q2 25 | -39.5% | — | ||
| Q1 25 | -19.8% | — | ||
| Q4 24 | -100.3% | — | ||
| Q3 24 | -70.0% | — | ||
| Q2 24 | -130.1% | — | ||
| Q1 24 | -591.9% | — |
净利率GPMTRERE
| Q4 25 | -81.9% | — | ||
| Q3 25 | 9.0% | — | ||
| Q2 25 | -39.5% | — | ||
| Q1 25 | -20.0% | — | ||
| Q4 24 | -100.3% | — | ||
| Q3 24 | -70.0% | — | ||
| Q2 24 | -130.1% | — | ||
| Q1 24 | -591.9% | — |
每股收益（稀释后）GPMTRERE
| Q4 25 | $-0.58 | — | ||
| Q3 25 | $-0.01 | — | ||
| Q2 25 | $-0.35 | — | ||
| Q1 25 | $-0.22 | — | ||
| Q4 24 | $-0.86 | — | ||
| Q3 24 | $-0.69 | — | ||
| Q2 24 | $-1.31 | — | ||
| Q1 24 | $-1.53 | — |
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 | $66.0M | $228.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $552.7M | $557.1M |
| 总资产 | $1.8B | $722.9M |
| 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GPMTRERE
| Q4 25 | $66.0M | — | ||
| Q3 25 | $62.7M | — | ||
| Q2 25 | $85.1M | — | ||
| Q1 25 | $85.7M | — | ||
| Q4 24 | $87.8M | — | ||
| Q3 24 | $113.5M | — | ||
| Q2 24 | $85.9M | — | ||
| Q1 24 | $155.2M | — |
股东权益GPMTRERE
| Q4 25 | $552.7M | — | ||
| Q3 25 | $582.0M | — | ||
| Q2 25 | $584.2M | — | ||
| Q1 25 | $604.7M | — | ||
| Q4 24 | $619.1M | — | ||
| Q3 24 | $667.8M | — | ||
| Q2 24 | $704.6M | — | ||
| Q1 24 | $774.1M | — |
总资产GPMTRERE
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.7B | — |
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 | $2.7M | — |
| 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 | — | — |
| 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GPMTRERE
| Q4 25 | $2.7M | — | ||
| Q3 25 | $4.5M | — | ||
| Q2 25 | $736.0K | — | ||
| Q1 25 | $-5.7M | — | ||
| Q4 24 | $8.8M | — | ||
| Q3 24 | $6.1M | — | ||
| Q2 24 | $987.0K | — | ||
| Q1 24 | $1.7M | — |
现金转化率GPMTRERE
| Q4 25 | — | — | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
