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Hudbay Minerals Inc.(HBM)与NVR, Inc.(NVR)财务数据对比。点击上方公司名可切换其他公司
NVR, Inc.的季度营收约是Hudbay Minerals Inc.的1.3倍($2.7B vs $2.0B),NVR, Inc.净利率更高(13.4% vs 3.4%,领先10.1%)
哈德贝矿业是加拿大矿业企业,主营铜、金、银、锌、钼等矿产的生产开采。2024年公司铜产量达13.79万吨、黄金33.22万盎司、白银398.39万盎司、锌3.33万吨、钼1323吨,当年营收中铜销售占比57%,黄金占33%,锌占4%。
NVR, Inc.是总部位于美国弗吉尼亚州雷斯顿的知名住宅建造企业,同时运营抵押贷款银行及产权服务相关业务。公司业务主要布局美国东海岸,覆盖14个州及华盛顿特区,2021年有22%的营收来自华盛顿大都会区。
HBM vs NVR — 直观对比
营收规模更大
NVR
是对方的1.3倍
$2.0B
净利率更高
NVR
高出10.1%
3.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $2.7B |
| 净利润 | $67.8M | $363.8M |
| 毛利率 | 27.4% | — |
| 营业利润率 | — | — |
| 净利率 | 3.4% | 13.4% |
| 营收同比 | — | -4.7% |
| 净利润同比 | — | -20.5% |
| 每股收益(稀释后) | — | $120.85 |
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
HBM
NVR
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | $525.0M | $2.4B | ||
| Q4 24 | $1.4B | $2.8B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.6B |
净利润
HBM
NVR
| Q1 26 | $67.8M | — | ||
| Q4 25 | — | $363.8M | ||
| Q3 25 | — | $342.7M | ||
| Q2 25 | — | $333.7M | ||
| Q1 25 | $18.5M | $299.6M | ||
| Q4 24 | — | $457.4M | ||
| Q3 24 | — | $429.3M | ||
| Q2 24 | — | $400.9M |
毛利率
HBM
NVR
| Q1 26 | 27.4% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 29.0% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
净利率
HBM
NVR
| Q1 26 | 3.4% | — | ||
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 13.1% | ||
| Q2 25 | — | 12.8% | ||
| Q1 25 | 3.5% | 12.5% | ||
| Q4 24 | — | 16.1% | ||
| Q3 24 | — | 15.7% | ||
| Q2 24 | — | 15.3% |
每股收益(稀释后)
HBM
NVR
| Q1 26 | — | — | ||
| Q4 25 | — | $120.85 | ||
| Q3 25 | — | $112.33 | ||
| Q2 25 | — | $108.54 | ||
| Q1 25 | — | $94.83 | ||
| Q4 24 | — | $139.09 | ||
| Q3 24 | — | $130.50 | ||
| Q2 24 | — | $120.69 |
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 | — | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $3.9B |
| 总资产 | — | $5.9B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
股东权益
HBM
NVR
| Q1 26 | — | — | ||
| Q4 25 | — | $3.9B | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | — | $3.8B | ||
| Q1 25 | — | $4.0B | ||
| Q4 24 | — | $4.2B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.1B |
总资产
HBM
NVR
| Q1 26 | — | — | ||
| Q4 25 | — | $5.9B | ||
| Q3 25 | — | $6.0B | ||
| Q2 25 | — | $5.9B | ||
| Q1 25 | — | $6.2B | ||
| Q4 24 | — | $6.4B | ||
| Q3 24 | — | $6.5B | ||
| Q2 24 | — | $6.4B |
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 | — | $439.7M |
| 自由现金流经营现金流 - 资本支出 | — | $436.0M |
| 自由现金流率自由现金流/营收 | — | 16.1% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | — | 1.21× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势,按日历期对齐
经营现金流
HBM
NVR
| Q1 26 | — | — | ||
| Q4 25 | — | $439.7M | ||
| Q3 25 | — | $438.7M | ||
| Q2 25 | — | $35.1M | ||
| Q1 25 | — | $207.8M | ||
| Q4 24 | — | $637.0M | ||
| Q3 24 | — | $358.3M | ||
| Q2 24 | — | $232.7M |
自由现金流
HBM
NVR
| Q1 26 | — | — | ||
| Q4 25 | — | $436.0M | ||
| Q3 25 | — | $433.3M | ||
| Q2 25 | — | $26.8M | ||
| Q1 25 | — | $200.7M | ||
| Q4 24 | — | $631.5M | ||
| Q3 24 | — | $350.1M | ||
| Q2 24 | — | $226.3M |
自由现金流率
HBM
NVR
| Q1 26 | — | — | ||
| Q4 25 | — | 16.1% | ||
| Q3 25 | — | 16.6% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | — | 22.2% | ||
| Q3 24 | — | 12.8% | ||
| Q2 24 | — | 8.7% |
资本支出强度
HBM
NVR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.2% |
现金转化率
HBM
NVR
| Q1 26 | — | — | ||
| Q4 25 | — | 1.21× | ||
| Q3 25 | — | 1.28× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 1.39× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | 0.58× |
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
HBM
暂无分部数据
NVR
| Home Building Segment | $2.6B | 97% |
| Mortgage Banking Segment | $77.4M | 3% |