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牛津地产（IIPR）与OPAL Fuels Inc.（OPAL）财务数据对比。点击上方公司名可切换其他公司
OPAL Fuels Inc.的季度营收约是牛津地产的1.3倍（$88.4M vs $66.7M），牛津地产净利率更高（47.8% vs 18.3%，领先29.5%），OPAL Fuels Inc.同比增速更快（18.7% vs -13.1%），过去两年OPAL Fuels Inc.的营收复合增速更高（17.6% 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。
OPAL Fuels Inc.是一家北美能源企业，专注于生产和分销低碳可再生天然气（RNG）。公司从垃圾填埋场、奶牛场等有机废物流中收集甲烷，产出的可再生天然气主要供应给重型运输车队、商业物流运营商及公共交通实体，助力降低碳排放。
IIPR vs OPAL — 直观对比
营收规模更大
OPAL
是对方的1.3倍
$66.7M
营收增速更快
OPAL
高出31.9%
-13.1%
净利率更高
IIPR
高出29.5%
18.3%
两年增速更快
OPAL
近两年复合增速
-6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $66.7M | $88.4M |
| 净利润 | $31.8M | $16.2M |
| 毛利率 | — | — |
| 营业利润率 | 47.8% | 7.5% |
| 净利率 | 47.8% | 18.3% |
| 营收同比 | -13.1% | 18.7% |
| 净利润同比 | -20.4% | 401.5% |
| 每股收益（稀释后） | $1.07 | $0.08 |
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IIPROPAL
| Q4 25 | $66.7M | $88.4M | ||
| Q3 25 | $64.7M | $77.9M | ||
| Q2 25 | $62.9M | $77.4M | ||
| Q1 25 | $71.7M | $83.0M | ||
| Q4 24 | $76.7M | $74.5M | ||
| Q3 24 | $76.5M | $82.6M | ||
| Q2 24 | $79.8M | $69.8M | ||
| Q1 24 | $75.5M | $64.0M |
净利润IIPROPAL
| Q4 25 | $31.8M | $16.2M | ||
| Q3 25 | $29.3M | $11.4M | ||
| Q2 25 | $26.0M | $7.6M | ||
| Q1 25 | $31.1M | $1.3M | ||
| Q4 24 | $40.0M | $-5.4M | ||
| Q3 24 | $40.2M | $17.1M | ||
| Q2 24 | $42.0M | $1.9M | ||
| Q1 24 | $39.4M | $677.0K |
营业利润率IIPROPAL
| Q4 25 | 47.8% | 7.5% | ||
| Q3 25 | 45.5% | 4.6% | ||
| Q2 25 | 45.9% | -1.1% | ||
| Q1 25 | 47.4% | -2.3% | ||
| Q4 24 | 54.7% | -0.5% | ||
| Q3 24 | 54.8% | 14.9% | ||
| Q2 24 | 53.1% | 8.1% | ||
| Q1 24 | 55.7% | 5.6% |
净利率IIPROPAL
| Q4 25 | 47.8% | 18.3% | ||
| Q3 25 | 45.3% | 14.6% | ||
| Q2 25 | 41.4% | 9.8% | ||
| Q1 25 | 43.3% | 1.5% | ||
| Q4 24 | 52.2% | -7.2% | ||
| Q3 24 | 52.6% | 20.7% | ||
| Q2 24 | 52.6% | 2.7% | ||
| Q1 24 | 52.3% | 1.1% |
每股收益（稀释后）IIPROPAL
| Q4 25 | $1.07 | $0.08 | ||
| Q3 25 | $0.97 | $0.05 | ||
| Q2 25 | $0.86 | $0.03 | ||
| Q1 25 | $1.03 | $-0.01 | ||
| Q4 24 | $1.35 | $-0.05 | ||
| Q3 24 | $1.37 | $0.09 | ||
| Q2 24 | $1.44 | $-0.01 | ||
| Q1 24 | $1.36 | $-0.01 |
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 | $24.4M |
| 总债务越低越好 | $393.7M | $361.3M |
| 股东权益账面价值 | $1.8B | $-12.9M |
| 总资产 | $2.4B | $959.5M |
| 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IIPROPAL
| Q4 25 | $47.6M | $24.4M | ||
| Q3 25 | $41.9M | $29.9M | ||
| Q2 25 | $104.9M | $29.3M | ||
| Q1 25 | $133.3M | $40.1M | ||
| Q4 24 | $151.2M | $24.3M | ||
| Q3 24 | $172.4M | $31.0M | ||
| Q2 24 | $160.9M | $27.6M | ||
| Q1 24 | $173.5M | $34.2M |
总债务IIPROPAL
| Q4 25 | $393.7M | $361.3M | ||
| Q3 25 | — | $351.2M | ||
| Q2 25 | — | $331.6M | ||
| Q1 25 | — | $307.0M | ||
| Q4 24 | — | $307.5M | ||
| Q3 24 | — | $252.9M | ||
| Q2 24 | — | $233.3M | ||
| Q1 24 | — | $208.7M |
股东权益IIPROPAL
| Q4 25 | $1.8B | $-12.9M | ||
| Q3 25 | $1.9B | $7.5M | ||
| Q2 25 | $1.9B | $-25.0M | ||
| Q1 25 | $1.9B | $57.1M | ||
| Q4 24 | $1.9B | $-148.4M | ||
| Q3 24 | $1.9B | $-180.1M | ||
| Q2 24 | $1.9B | $-273.0M | ||
| Q1 24 | $2.0B | $-382.4M |
总资产IIPROPAL
| Q4 25 | $2.4B | $959.5M | ||
| Q3 25 | $2.3B | $916.7M | ||
| Q2 25 | $2.3B | $905.5M | ||
| Q1 25 | $2.4B | $884.9M | ||
| Q4 24 | $2.4B | $881.1M | ||
| Q3 24 | $2.4B | $831.1M | ||
| Q2 24 | $2.4B | $782.3M | ||
| Q1 24 | $2.4B | $750.5M |
负债/权益比IIPROPAL
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | 46.95× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.38× | ||
| 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 | $-3.5M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.4M |
| 自由现金流率自由现金流/营收 | — | -15.1% |
| 资本支出强度资本支出/营收 | — | 11.1% |
| 现金转化率经营现金流/净利润 | 6.22× | -0.22× |
| 过去12个月自由现金流最近4个季度 | — | $-34.2M |
8季度趋势，按日历期对齐
经营现金流IIPROPAL
| Q4 25 | $198.2M | $-3.5M | ||
| Q3 25 | $45.6M | $18.2M | ||
| Q2 25 | $48.4M | $-7.9M | ||
| Q1 25 | $54.2M | $29.7M | ||
| Q4 24 | $258.4M | $-532.0K | ||
| Q3 24 | $64.9M | $17.7M | ||
| Q2 24 | $64.2M | $533.0K | ||
| Q1 24 | $71.6M | $13.7M |
自由现金流IIPROPAL
| Q4 25 | — | $-13.4M | ||
| Q3 25 | — | $-9.3M | ||
| Q2 25 | — | $-29.7M | ||
| Q1 25 | — | $18.1M | ||
| Q4 24 | — | $-55.0M | ||
| Q3 24 | — | $-5.4M | ||
| Q2 24 | — | $-22.5M | ||
| Q1 24 | — | $-13.0M |
自由现金流率IIPROPAL
| Q4 25 | — | -15.1% | ||
| Q3 25 | — | -11.9% | ||
| Q2 25 | — | -38.4% | ||
| Q1 25 | — | 21.8% | ||
| Q4 24 | — | -73.8% | ||
| Q3 24 | — | -6.5% | ||
| Q2 24 | — | -32.2% | ||
| Q1 24 | — | -20.4% |
资本支出强度IIPROPAL
| Q4 25 | — | 11.1% | ||
| Q3 25 | — | 35.3% | ||
| Q2 25 | — | 28.2% | ||
| Q1 25 | — | 13.9% | ||
| Q4 24 | — | 73.1% | ||
| Q3 24 | — | 27.9% | ||
| Q2 24 | — | 32.9% | ||
| Q1 24 | — | 41.8% |
现金转化率IIPROPAL
| Q4 25 | 6.22× | -0.22× | ||
| Q3 25 | 1.56× | 1.60× | ||
| Q2 25 | 1.86× | -1.04× | ||
| Q1 25 | 1.75× | 23.11× | ||
| Q4 24 | 6.46× | — | ||
| Q3 24 | 1.61× | 1.03× | ||
| Q2 24 | 1.53× | 0.28× | ||
| Q1 24 | 1.82× | 20.26× |
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
IIPR
暂无分部数据
OPAL
| Fuel Station Services Segment | $65.1M | 74% |
| Related Party | $12.1M | 14% |
| Renewable Power Segment | $8.6M | 10% |
| Other | $2.6M | 3% |
