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牛津地产(IIPR)与OneSpan Inc.(OSPN)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OneSpan Inc.的1.0倍($66.7M vs $65.9M),牛津地产净利率更高(47.8% vs 17.5%,领先30.2%),OneSpan Inc.同比增速更快(4.1% vs -13.1%),过去两年OneSpan Inc.的营收复合增速更高(4.0% 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。
OneSpan Inc.是一家总部位于美国马萨诸塞州波士顿的信息安全企业,核心业务涵盖网络欺诈防御平台搭建、多因素身份验证工具提供以及电子签名软件开发,为各类机构提供专业的数字安全与身份合规管理解决方案。
IIPR vs OSPN — 直观对比
营收规模更大
IIPR
是对方的1.0倍
$65.9M
营收增速更快
OSPN
高出17.2%
-13.1%
净利率更高
IIPR
高出30.2%
17.5%
两年增速更快
OSPN
近两年复合增速
-6.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $66.7M | $65.9M |
| 净利润 | $31.8M | $11.6M |
| 毛利率 | — | 73.6% |
| 营业利润率 | 47.8% | 22.5% |
| 净利率 | 47.8% | 17.5% |
| 营收同比 | -13.1% | 4.1% |
| 净利润同比 | -20.4% | — |
| 每股收益(稀释后) | $1.07 | $0.39 |
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
IIPR
OSPN
| Q1 26 | — | $65.9M | ||
| Q4 25 | $66.7M | $62.9M | ||
| Q3 25 | $64.7M | $57.1M | ||
| Q2 25 | $62.9M | $59.8M | ||
| Q1 25 | $71.7M | $63.4M | ||
| Q4 24 | $76.7M | $61.2M | ||
| Q3 24 | $76.5M | $56.2M | ||
| Q2 24 | $79.8M | $60.9M |
净利润
IIPR
OSPN
| Q1 26 | — | $11.6M | ||
| Q4 25 | $31.8M | $43.5M | ||
| Q3 25 | $29.3M | $6.5M | ||
| Q2 25 | $26.0M | $8.3M | ||
| Q1 25 | $31.1M | $14.5M | ||
| Q4 24 | $40.0M | $28.8M | ||
| Q3 24 | $40.2M | $8.3M | ||
| Q2 24 | $42.0M | $6.6M |
毛利率
IIPR
OSPN
| Q1 26 | — | 73.6% | ||
| Q4 25 | — | 73.6% | ||
| Q3 25 | — | 73.6% | ||
| Q2 25 | — | 73.5% | ||
| Q1 25 | — | 74.3% | ||
| Q4 24 | — | 74.0% | ||
| Q3 24 | — | 73.9% | ||
| Q2 24 | — | 66.2% |
营业利润率
IIPR
OSPN
| Q1 26 | — | 22.5% | ||
| Q4 25 | 47.8% | 19.9% | ||
| Q3 25 | 45.5% | 14.4% | ||
| Q2 25 | 45.9% | 17.6% | ||
| Q1 25 | 47.4% | 27.1% | ||
| Q4 24 | 54.7% | 19.3% | ||
| Q3 24 | 54.8% | 20.0% | ||
| Q2 24 | 53.1% | 12.5% |
净利率
IIPR
OSPN
| Q1 26 | — | 17.5% | ||
| Q4 25 | 47.8% | 69.2% | ||
| Q3 25 | 45.3% | 11.4% | ||
| Q2 25 | 41.4% | 13.9% | ||
| Q1 25 | 43.3% | 22.9% | ||
| Q4 24 | 52.2% | 47.1% | ||
| Q3 24 | 52.6% | 14.7% | ||
| Q2 24 | 52.6% | 10.8% |
每股收益(稀释后)
IIPR
OSPN
| Q1 26 | — | $0.39 | ||
| Q4 25 | $1.07 | $1.13 | ||
| Q3 25 | $0.97 | $0.17 | ||
| Q2 25 | $0.86 | $0.21 | ||
| Q1 25 | $1.03 | $0.37 | ||
| Q4 24 | $1.35 | $0.73 | ||
| Q3 24 | $1.37 | $0.21 | ||
| Q2 24 | $1.44 | $0.17 |
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 | $49.8M |
| 总债务越低越好 | $393.7M | — |
| 股东权益账面价值 | $1.8B | $272.0M |
| 总资产 | $2.4B | $383.1M |
| 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
IIPR
OSPN
| Q1 26 | — | $49.8M | ||
| Q4 25 | $47.6M | $70.5M | ||
| Q3 25 | $41.9M | $85.6M | ||
| Q2 25 | $104.9M | $92.9M | ||
| Q1 25 | $133.3M | $105.2M | ||
| Q4 24 | $151.2M | $83.2M | ||
| Q3 24 | $172.4M | $77.5M | ||
| Q2 24 | $160.9M | $63.8M |
总债务
IIPR
OSPN
| Q1 26 | — | — | ||
| Q4 25 | $393.7M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
IIPR
OSPN
| Q1 26 | — | $272.0M | ||
| Q4 25 | $1.8B | $271.8M | ||
| Q3 25 | $1.9B | $238.3M | ||
| Q2 25 | $1.9B | $242.5M | ||
| Q1 25 | $1.9B | $231.1M | ||
| Q4 24 | $1.9B | $212.5M | ||
| Q3 24 | $1.9B | $194.6M | ||
| Q2 24 | $1.9B | $178.6M |
总资产
IIPR
OSPN
| Q1 26 | — | $383.1M | ||
| Q4 25 | $2.4B | $397.7M | ||
| Q3 25 | $2.3B | $343.5M | ||
| Q2 25 | $2.3B | $357.1M | ||
| Q1 25 | $2.4B | $333.8M | ||
| Q4 24 | $2.4B | $338.7M | ||
| Q3 24 | $2.4B | $289.3M | ||
| Q2 24 | $2.4B | $286.9M |
负债/权益比
IIPR
OSPN
| Q1 26 | — | — | ||
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $28.2M |
| 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 | 6.22× | 2.44× |
| 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
IIPR
OSPN
| Q1 26 | — | $28.2M | ||
| Q4 25 | $198.2M | $12.6M | ||
| Q3 25 | $45.6M | $11.3M | ||
| Q2 25 | $48.4M | $6.2M | ||
| Q1 25 | $54.2M | $29.4M | ||
| Q4 24 | $258.4M | $12.4M | ||
| Q3 24 | $64.9M | $14.0M | ||
| Q2 24 | $64.2M | $2.3M |
自由现金流
IIPR
OSPN
| Q1 26 | — | — | ||
| Q4 25 | — | $9.6M | ||
| Q3 25 | — | $8.8M | ||
| Q2 25 | — | $4.4M | ||
| Q1 25 | — | $27.7M | ||
| Q4 24 | — | $10.5M | ||
| Q3 24 | — | $12.0M | ||
| Q2 24 | — | $26.0K |
自由现金流率
IIPR
OSPN
| Q1 26 | — | — | ||
| Q4 25 | — | 15.3% | ||
| Q3 25 | — | 15.4% | ||
| Q2 25 | — | 7.3% | ||
| Q1 25 | — | 43.8% | ||
| Q4 24 | — | 17.1% | ||
| Q3 24 | — | 21.4% | ||
| Q2 24 | — | 0.0% |
资本支出强度
IIPR
OSPN
| Q1 26 | — | — | ||
| Q4 25 | — | 4.7% | ||
| Q3 25 | — | 4.4% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 3.5% | ||
| Q2 24 | — | 3.7% |
现金转化率
IIPR
OSPN
| Q1 26 | — | 2.44× | ||
| Q4 25 | 6.22× | 0.29× | ||
| Q3 25 | 1.56× | 1.74× | ||
| Q2 25 | 1.86× | 0.75× | ||
| Q1 25 | 1.75× | 2.02× | ||
| Q4 24 | 6.46× | 0.43× | ||
| Q3 24 | 1.61× | 1.69× | ||
| Q2 24 | 1.53× | 0.35× |
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
OSPN
| Product and license | $35.5M | 54% |
| Services and other | $30.4M | 46% |