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HOVNANIAN ENTERPRISES INC（HOV）与Stagwell Inc（STGW）财务数据对比。点击上方公司名可切换其他公司
HOVNANIAN ENTERPRISES INC的季度营收约是Stagwell Inc的1.0倍（$817.9M vs $807.4M），Stagwell Inc净利率更高（1.6% vs -0.1%，领先1.6%），Stagwell Inc同比增速更快（2.4% vs -16.5%），Stagwell Inc自由现金流更多（$242.9M vs $164.0M），过去两年HOVNANIAN ENTERPRISES INC的营收复合增速更高（17.3% vs 9.8%）
霍夫纳尼安企业是美国知名房地产企业，业务覆盖住宅开发全流程，包含设计、建造与销售，产品线丰富，不仅开发独立独栋住宅，也开发联排别墅、公寓以及养老住宅等高密度居住物业。
Stagwell Inc是一家全球营销传播集团，由马克·佩恩于2015年创立，前身为Stagwell Group。2020年集团宣布计划与关联企业MDC Partners合并，该合并交易于2021年8月正式完成，目前业务覆盖全球多个市场，为客户提供整合营销、品牌传播等专业服务。
HOV vs STGW — 直观对比
营收规模更大
HOV
是对方的1.0倍
$807.4M
营收增速更快
STGW
高出18.9%
-16.5%
净利率更高
STGW
高出1.6%
-0.1%
自由现金流更多
STGW
多$78.9M
$164.0M
两年增速更快
HOV
近两年复合增速
9.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $817.9M | $807.4M |
| 净利润 | $-667.0K | $12.7M |
| 毛利率 | — | 37.6% |
| 营业利润率 | -0.5% | 7.0% |
| 净利率 | -0.1% | 1.6% |
| 营收同比 | -16.5% | 2.4% |
| 净利润同比 | -100.7% | 291.3% |
| 每股收益（稀释后） | $-0.57 | — |
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HOVSTGW
| Q4 25 | $817.9M | $807.4M | ||
| Q3 25 | $800.6M | $743.0M | ||
| Q2 25 | $686.5M | $706.8M | ||
| Q1 25 | $673.6M | $651.7M | ||
| Q4 24 | $979.6M | $788.7M | ||
| Q3 24 | $722.7M | $711.3M | ||
| Q2 24 | $708.4M | $671.2M | ||
| Q1 24 | $594.2M | $670.1M |
净利润HOVSTGW
| Q4 25 | $-667.0K | $12.7M | ||
| Q3 25 | $16.6M | $24.6M | ||
| Q2 25 | $19.7M | $-5.3M | ||
| Q1 25 | $28.2M | $-2.9M | ||
| Q4 24 | $94.3M | $3.2M | ||
| Q3 24 | $72.9M | $3.3M | ||
| Q2 24 | $50.8M | $-3.0M | ||
| Q1 24 | $23.9M | $-1.3M |
毛利率HOVSTGW
| Q4 25 | — | 37.6% | ||
| Q3 25 | — | 36.6% | ||
| Q2 25 | — | 35.0% | ||
| Q1 25 | — | 36.8% | ||
| Q4 24 | — | 36.3% | ||
| Q3 24 | — | 35.7% | ||
| Q2 24 | — | 34.6% | ||
| Q1 24 | — | 33.7% |
营业利润率HOVSTGW
| Q4 25 | -0.5% | 7.0% | ||
| Q3 25 | 3.0% | 8.2% | ||
| Q2 25 | 3.9% | 3.3% | ||
| Q1 25 | 5.9% | 2.8% | ||
| Q4 24 | 12.0% | 5.5% | ||
| Q3 24 | 13.5% | 5.9% | ||
| Q2 24 | 9.8% | 3.3% | ||
| Q1 24 | 5.5% | 3.9% |
净利率HOVSTGW
| Q4 25 | -0.1% | 1.6% | ||
| Q3 25 | 2.1% | 3.3% | ||
| Q2 25 | 2.9% | -0.7% | ||
| Q1 25 | 4.2% | -0.4% | ||
| Q4 24 | 9.6% | 0.4% | ||
| Q3 24 | 10.1% | 0.5% | ||
| Q2 24 | 7.2% | -0.4% | ||
| Q1 24 | 4.0% | -0.2% |
每股收益（稀释后）HOVSTGW
| Q4 25 | $-0.57 | — | ||
| Q3 25 | $1.99 | — | ||
| Q2 25 | $2.43 | — | ||
| Q1 25 | $3.58 | — | ||
| Q4 24 | $12.47 | — | ||
| Q3 24 | $9.75 | — | ||
| Q2 24 | $6.66 | — | ||
| Q1 24 | $2.91 | — |
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 | — | $104.5M |
| 总债务越低越好 | $900.7M | $1.3B |
| 股东权益账面价值 | $830.9M | $758.4M |
| 总资产 | $2.6B | $4.2B |
| 负债/权益比越低杠杆越低 | 1.08× | 1.75× |
8季度趋势，按日历期对齐
现金及短期投资HOVSTGW
| Q4 25 | — | $104.5M | ||
| Q3 25 | — | $132.2M | ||
| Q2 25 | — | $181.3M | ||
| Q1 25 | — | $137.7M | ||
| Q4 24 | — | $131.3M | ||
| Q3 24 | — | $145.8M | ||
| Q2 24 | — | $136.1M | ||
| Q1 24 | — | $129.8M |
总债务HOVSTGW
| Q4 25 | $900.7M | $1.3B | ||
| Q3 25 | $861.9M | $1.5B | ||
| Q2 25 | $864.3M | $1.5B | ||
| Q1 25 | $893.7M | $1.5B | ||
| Q4 24 | $896.2M | $1.4B | ||
| Q3 24 | $898.7M | $1.5B | ||
| Q2 24 | $933.0M | $1.4B | ||
| Q1 24 | $934.6M | $1.3B |
股东权益HOVSTGW
| Q4 25 | $830.9M | $758.4M | ||
| Q3 25 | $835.4M | $749.0M | ||
| Q2 25 | $820.4M | $750.1M | ||
| Q1 25 | $811.4M | $334.4M | ||
| Q4 24 | $800.3M | $331.7M | ||
| Q3 24 | $703.4M | $286.4M | ||
| Q2 24 | $647.0M | $291.6M | ||
| Q1 24 | $607.1M | $337.7M |
总资产HOVSTGW
| Q4 25 | $2.6B | $4.2B | ||
| Q3 25 | $2.6B | $4.3B | ||
| Q2 25 | $2.6B | $4.3B | ||
| Q1 25 | $2.5B | $4.0B | ||
| Q4 24 | $2.6B | $3.9B | ||
| Q3 24 | $2.5B | $3.8B | ||
| Q2 24 | $2.3B | $3.8B | ||
| Q1 24 | $2.3B | $3.8B |
负债/权益比HOVSTGW
| Q4 25 | 1.08× | 1.75× | ||
| Q3 25 | 1.03× | 2.04× | ||
| Q2 25 | 1.05× | 1.95× | ||
| Q1 25 | 1.10× | 4.38× | ||
| Q4 24 | 1.12× | 4.08× | ||
| Q3 24 | 1.28× | 5.11× | ||
| Q2 24 | 1.44× | 4.88× | ||
| Q1 24 | 1.54× | 3.76× |
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 | $169.1M | $260.3M |
| 自由现金流经营现金流 - 资本支出 | $164.0M | $242.9M |
| 自由现金流率自由现金流/营收 | 20.0% | 30.1% |
| 资本支出强度资本支出/营收 | 0.6% | 2.2% |
| 现金转化率经营现金流/净利润 | — | 20.56× |
| 过去12个月自由现金流最近4个季度 | $166.2M | $247.3M |
8季度趋势，按日历期对齐
经营现金流HOVSTGW
| Q4 25 | $169.1M | $260.3M | ||
| Q3 25 | $52.8M | $-24.0M | ||
| Q2 25 | $22.3M | $114.8M | ||
| Q1 25 | $-55.9M | $-60.0M | ||
| Q4 24 | $115.8M | $212.1M | ||
| Q3 24 | $-92.3M | $-1.6M | ||
| Q2 24 | $89.1M | $-14.5M | ||
| Q1 24 | $-89.0M | $-53.1M |
自由现金流HOVSTGW
| Q4 25 | $164.0M | $242.9M | ||
| Q3 25 | $45.8M | $-38.8M | ||
| Q2 25 | $16.0M | $107.1M | ||
| Q1 25 | $-59.6M | $-63.9M | ||
| Q4 24 | $111.4M | $209.9M | ||
| Q3 24 | $-95.8M | $-4.3M | ||
| Q2 24 | $84.7M | $-23.0M | ||
| Q1 24 | $-94.4M | $-58.6M |
自由现金流率HOVSTGW
| Q4 25 | 20.0% | 30.1% | ||
| Q3 25 | 5.7% | -5.2% | ||
| Q2 25 | 2.3% | 15.1% | ||
| Q1 25 | -8.8% | -9.8% | ||
| Q4 24 | 11.4% | 26.6% | ||
| Q3 24 | -13.3% | -0.6% | ||
| Q2 24 | 12.0% | -3.4% | ||
| Q1 24 | -15.9% | -8.7% |
资本支出强度HOVSTGW
| Q4 25 | 0.6% | 2.2% | ||
| Q3 25 | 0.9% | 2.0% | ||
| Q2 25 | 0.9% | 1.1% | ||
| Q1 25 | 0.5% | 0.6% | ||
| Q4 24 | 0.5% | 0.3% | ||
| Q3 24 | 0.5% | 0.4% | ||
| Q2 24 | 0.6% | 1.3% | ||
| Q1 24 | 0.9% | 0.8% |
现金转化率HOVSTGW
| Q4 25 | — | 20.56× | ||
| Q3 25 | 3.18× | -0.98× | ||
| Q2 25 | 1.13× | — | ||
| Q1 25 | -1.98× | — | ||
| Q4 24 | 1.23× | 65.56× | ||
| Q3 24 | -1.27× | -0.49× | ||
| Q2 24 | 1.75× | — | ||
| Q1 24 | -3.72× | — |
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
HOV
| Home Building | $789.8M | 97% |
| Financial Services | $28.1M | 3% |
| Management Fees | $7.1M | 1% |
STGW
暂无分部数据
