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Granite Point Mortgage Trust Inc.（GPMT）与REDWOOD TRUST INC（RWT）财务数据对比。点击上方公司名可切换其他公司
Granite Point Mortgage Trust Inc.的季度营收约是REDWOOD TRUST INC的1.1倍（$29.1M vs $25.9M），REDWOOD TRUST INC净利率更高（77.2% vs -81.9%，领先159.2%），REDWOOD TRUST INC同比增速更快（-6.1% vs -24.9%），过去两年Granite Point Mortgage Trust Inc.的营收复合增速更高（52.3% vs -41.0%）
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。
Redwood Trust Inc是总部位于美国的专业房地产投资信托公司，主营住宅与商业抵押贷款、抵押贷款支持证券及房地产信贷类资产的投资管理，核心业务覆盖住宅抵押贷款发放、商业地产信贷和投资服务，客户以机构投资者和房地产市场参与者为主。
GPMT vs RWT — 直观对比
营收规模更大
GPMT
是对方的1.1倍
$25.9M
营收增速更快
RWT
高出18.9%
-24.9%
净利率更高
RWT
高出159.2%
-81.9%
两年增速更快
GPMT
近两年复合增速
-41.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $29.1M | $25.9M |
| 净利润 | $-23.8M | $20.0M |
| 毛利率 | — | — |
| 营业利润率 | -81.9% | — |
| 净利率 | -81.9% | 77.2% |
| 营收同比 | -24.9% | -6.1% |
| 净利润同比 | 38.7% | 402.6% |
| 每股收益（稀释后） | $-0.58 | $0.11 |
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GPMTRWT
| Q4 25 | $29.1M | $25.9M | ||
| Q3 25 | $33.7M | $15.0M | ||
| Q2 25 | $33.8M | $13.8M | ||
| Q1 25 | $35.1M | $27.9M | ||
| Q4 24 | $38.7M | $27.6M | ||
| Q3 24 | $44.3M | $25.5M | ||
| Q2 24 | $48.5M | $67.4M | ||
| Q1 24 | $12.5M | $74.5M |
净利润GPMTRWT
| Q4 25 | $-23.8M | $20.0M | ||
| Q3 25 | $3.0M | $-7.7M | ||
| Q2 25 | $-13.4M | $-98.5M | ||
| Q1 25 | $-7.0M | $16.1M | ||
| Q4 24 | $-38.8M | $-6.6M | ||
| Q3 24 | $-31.0M | $14.8M | ||
| Q2 24 | $-63.1M | $15.5M | ||
| Q1 24 | $-74.1M | $30.3M |
营业利润率GPMTRWT
| Q4 25 | -81.9% | — | ||
| Q3 25 | 9.2% | -9.0% | ||
| Q2 25 | -39.5% | -679.0% | ||
| Q1 25 | -19.8% | 80.2% | ||
| Q4 24 | -100.3% | -1.3% | ||
| Q3 24 | -70.0% | 86.1% | ||
| Q2 24 | -130.1% | 30.3% | ||
| Q1 24 | -591.9% | 41.3% |
净利率GPMTRWT
| Q4 25 | -81.9% | 77.2% | ||
| Q3 25 | 9.0% | -51.4% | ||
| Q2 25 | -39.5% | -712.0% | ||
| Q1 25 | -20.0% | 57.8% | ||
| Q4 24 | -100.3% | -24.0% | ||
| Q3 24 | -70.0% | 58.1% | ||
| Q2 24 | -130.1% | 23.0% | ||
| Q1 24 | -591.9% | 40.6% |
每股收益（稀释后）GPMTRWT
| Q4 25 | $-0.58 | $0.11 | ||
| Q3 25 | $-0.01 | $-0.08 | ||
| Q2 25 | $-0.35 | $-0.76 | ||
| Q1 25 | $-0.22 | $0.10 | ||
| Q4 24 | $-0.86 | $-0.08 | ||
| Q3 24 | $-0.69 | $0.09 | ||
| Q2 24 | $-1.31 | $0.10 | ||
| Q1 24 | $-1.53 | $0.21 |
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 | $255.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $552.7M | $982.6M |
| 总资产 | $1.8B | $23.7B |
| 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GPMTRWT
| Q4 25 | $66.0M | $255.7M | ||
| Q3 25 | $62.7M | $226.3M | ||
| Q2 25 | $85.1M | $302.0M | ||
| Q1 25 | $85.7M | $259.9M | ||
| Q4 24 | $87.8M | $245.2M | ||
| Q3 24 | $113.5M | $253.7M | ||
| Q2 24 | $85.9M | $275.6M | ||
| Q1 24 | $155.2M | $275.4M |
总债务GPMTRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.7B |
股东权益GPMTRWT
| Q4 25 | $552.7M | $982.6M | ||
| Q3 25 | $582.0M | $999.0M | ||
| Q2 25 | $584.2M | $1.1B | ||
| Q1 25 | $604.7M | $1.2B | ||
| Q4 24 | $619.1M | $1.2B | ||
| Q3 24 | $667.8M | $1.2B | ||
| Q2 24 | $704.6M | $1.2B | ||
| Q1 24 | $774.1M | $1.2B |
总资产GPMTRWT
| Q4 25 | $1.8B | $23.7B | ||
| Q3 25 | $1.8B | $22.6B | ||
| Q2 25 | $1.9B | $21.3B | ||
| Q1 25 | $2.0B | $19.9B | ||
| Q4 24 | $2.1B | $18.3B | ||
| Q3 24 | $2.3B | $18.4B | ||
| Q2 24 | $2.5B | $16.5B | ||
| Q1 24 | $2.7B | $15.1B |
负债/权益比GPMTRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.39× |
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 | $-10.1B |
| 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 | — | -504.15× |
| 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GPMTRWT
| Q4 25 | $2.7M | $-10.1B | ||
| Q3 25 | $4.5M | $-2.7B | ||
| Q2 25 | $736.0K | $-2.1B | ||
| Q1 25 | $-5.7M | $-2.0B | ||
| Q4 24 | $8.8M | $-5.9B | ||
| Q3 24 | $6.1M | $-2.1B | ||
| Q2 24 | $987.0K | $-2.0B | ||
| Q1 24 | $1.7M | $-954.2M |
现金转化率GPMTRWT
| Q4 25 | — | -504.15× | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -120.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -140.86× | ||
| Q2 24 | — | -126.56× | ||
| Q1 24 | — | -31.53× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
