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牛津地产（IIPR）与Mama's Creations, Inc.（MAMA）财务数据对比。点击上方公司名可切换其他公司
牛津地产的季度营收约是Mama's Creations, Inc.的1.4倍（$66.7M vs $47.3M），牛津地产净利率更高（47.8% vs 1.1%，领先46.6%），Mama's Creations, Inc.同比增速更快（50.0% vs -13.1%），过去两年Mama's Creations, Inc.的营收复合增速更高（33.0% vs -6.0%）
牛津地产是一家加拿大跨国企业，业务涵盖房地产投资、开发与物业管理。其投资组合包含写字楼、零售、工业、多户住宅、生命科学及酒店类资产。该公司1960年以私营企业形式创立，自2003年起成为安大略省市政雇员退休系统（OMERS）的全资子公司，总部设于多伦多，在纽约、伦敦、澳大利亚、新加坡及卢森堡均设有区域总部。
Mama's Creations是一家美国食品制造企业，主要生产冷藏即食、加热即食类食品，涵盖意式肉丸、香肠、意面餐食等预制菜品，产品主要供应美国本土的零售商超、大众零售商及餐饮服务合作伙伴，主打便捷高品质的家常风味食品。
IIPR vs MAMA — 直观对比
营收规模更大
IIPR
是对方的1.4倍
$47.3M
营收增速更快
MAMA
高出63.1%
-13.1%
净利率更高
IIPR
高出46.6%
1.1%
两年增速更快
MAMA
近两年复合增速
-6.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $66.7M | $47.3M |
| 净利润 | $31.8M | $540.0K |
| 毛利率 | — | 23.6% |
| 营业利润率 | 47.8% | 1.7% |
| 净利率 | 47.8% | 1.1% |
| 营收同比 | -13.1% | 50.0% |
| 净利润同比 | -20.4% | 31.7% |
| 每股收益（稀释后） | $1.07 | $0.01 |
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IIPRMAMA
| Q4 25 | $66.7M | $47.3M | ||
| Q3 25 | $64.7M | $35.2M | ||
| Q2 25 | $62.9M | $35.3M | ||
| Q1 25 | $71.7M | $33.6M | ||
| Q4 24 | $76.7M | $31.5M | ||
| Q3 24 | $76.5M | $28.4M | ||
| Q2 24 | $79.8M | $29.8M | ||
| Q1 24 | $75.5M | $26.7M |
净利润IIPRMAMA
| Q4 25 | $31.8M | $540.0K | ||
| Q3 25 | $29.3M | $1.3M | ||
| Q2 25 | $26.0M | $1.2M | ||
| Q1 25 | $31.1M | $1.6M | ||
| Q4 24 | $40.0M | $410.0K | ||
| Q3 24 | $40.2M | $1.1M | ||
| Q2 24 | $42.0M | $553.0K | ||
| Q1 24 | $39.4M | $1.4M |
毛利率IIPRMAMA
| Q4 25 | — | 23.6% | ||
| Q3 25 | — | 24.9% | ||
| Q2 25 | — | 26.1% | ||
| Q1 25 | — | 27.0% | ||
| Q4 24 | — | 22.6% | ||
| Q3 24 | — | 24.2% | ||
| Q2 24 | — | 25.0% | ||
| Q1 24 | — | 29.3% |
营业利润率IIPRMAMA
| Q4 25 | 47.8% | 1.7% | ||
| Q3 25 | 45.5% | 4.8% | ||
| Q2 25 | 45.9% | 4.5% | ||
| Q1 25 | 47.4% | 5.7% | ||
| Q4 24 | 54.7% | 1.8% | ||
| Q3 24 | 54.8% | 5.7% | ||
| Q2 24 | 53.1% | 2.6% | ||
| Q1 24 | 55.7% | 7.4% |
净利率IIPRMAMA
| Q4 25 | 47.8% | 1.1% | ||
| Q3 25 | 45.3% | 3.6% | ||
| Q2 25 | 41.4% | 3.5% | ||
| Q1 25 | 43.3% | 4.8% | ||
| Q4 24 | 52.2% | 1.3% | ||
| Q3 24 | 52.6% | 4.0% | ||
| Q2 24 | 52.6% | 1.9% | ||
| Q1 24 | 52.3% | 5.3% |
每股收益（稀释后）IIPRMAMA
| Q4 25 | $1.07 | $0.01 | ||
| Q3 25 | $0.97 | $0.03 | ||
| Q2 25 | $0.86 | $0.03 | ||
| Q1 25 | $1.03 | $0.04 | ||
| Q4 24 | $1.35 | $0.01 | ||
| Q3 24 | $1.37 | $0.03 | ||
| Q2 24 | $1.44 | $0.01 | ||
| Q1 24 | $1.36 | $0.03 |
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 | $47.6M | $18.1M |
| 总债务越低越好 | $393.7M | — |
| 股东权益账面价值 | $1.8B | $49.6M |
| 总资产 | $2.4B | $84.0M |
| 负债/权益比越低杠杆越低 | 0.21× | — |
8季度趋势，按日历期对齐
现金及短期投资IIPRMAMA
| Q4 25 | $47.6M | $18.1M | ||
| Q3 25 | $41.9M | $9.4M | ||
| Q2 25 | $104.9M | $12.0M | ||
| Q1 25 | $133.3M | $7.2M | ||
| Q4 24 | $151.2M | $9.3M | ||
| Q3 24 | $172.4M | $7.4M | ||
| Q2 24 | $160.9M | $13.0M | ||
| Q1 24 | $173.5M | $11.0M |
总债务IIPRMAMA
| Q4 25 | $393.7M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益IIPRMAMA
| Q4 25 | $1.8B | $49.6M | ||
| Q3 25 | $1.9B | $29.6M | ||
| Q2 25 | $1.9B | $26.4M | ||
| Q1 25 | $1.9B | $24.9M | ||
| Q4 24 | $1.9B | $23.0M | ||
| Q3 24 | $1.9B | $22.3M | ||
| Q2 24 | $1.9B | $20.3M | ||
| Q1 24 | $2.0B | $19.6M |
总资产IIPRMAMA
| Q4 25 | $2.4B | $84.0M | ||
| Q3 25 | $2.3B | $51.2M | ||
| Q2 25 | $2.3B | $52.7M | ||
| Q1 25 | $2.4B | $47.1M | ||
| Q4 24 | $2.4B | $47.9M | ||
| Q3 24 | $2.4B | $43.0M | ||
| Q2 24 | $2.4B | $47.2M | ||
| Q1 24 | $2.4B | $45.1M |
负债/权益比IIPRMAMA
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $198.2M | $3.9M |
| 自由现金流经营现金流 - 资本支出 | — | $3.7M |
| 自由现金流率自由现金流/营收 | — | 7.8% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 6.22× | 7.16× |
| 过去12个月自由现金流最近4个季度 | — | $6.0M |
8季度趋势，按日历期对齐
经营现金流IIPRMAMA
| Q4 25 | $198.2M | $3.9M | ||
| Q3 25 | $45.6M | $-1.7M | ||
| Q2 25 | $48.4M | $6.0M | ||
| Q1 25 | $54.2M | $-857.0K | ||
| Q4 24 | $258.4M | $4.8M | ||
| Q3 24 | $64.9M | $-2.4M | ||
| Q2 24 | $64.2M | $3.6M | ||
| Q1 24 | $71.6M | $6.7M |
自由现金流IIPRMAMA
| Q4 25 | — | $3.7M | ||
| Q3 25 | — | $-2.2M | ||
| Q2 25 | — | $5.5M | ||
| Q1 25 | — | $-930.0K | ||
| Q4 24 | — | $2.5M | ||
| Q3 24 | — | $-4.0M | ||
| Q2 24 | — | $2.5M | ||
| Q1 24 | — | $6.6M |
自由现金流率IIPRMAMA
| Q4 25 | — | 7.8% | ||
| Q3 25 | — | -6.2% | ||
| Q2 25 | — | 15.5% | ||
| Q1 25 | — | -2.8% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | -14.1% | ||
| Q2 24 | — | 8.4% | ||
| Q1 24 | — | 24.8% |
资本支出强度IIPRMAMA
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 7.2% | ||
| Q3 24 | — | 5.6% | ||
| Q2 24 | — | 3.8% | ||
| Q1 24 | — | 0.4% |
现金转化率IIPRMAMA
| Q4 25 | 6.22× | 7.16× | ||
| Q3 25 | 1.56× | -1.31× | ||
| Q2 25 | 1.86× | 4.85× | ||
| Q1 25 | 1.75× | -0.54× | ||
| Q4 24 | 6.46× | 11.71× | ||
| Q3 24 | 1.61× | -2.10× | ||
| Q2 24 | 1.53× | 6.58× | ||
| Q1 24 | 1.82× | 4.79× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
