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牛津地产（IIPR）与Porch Group, Inc.（PRCH）财务数据对比。点击上方公司名可切换其他公司
Porch Group, Inc.的季度营收约是牛津地产的1.8倍（$121.1M vs $66.7M），牛津地产净利率更高（47.8% vs -3.9%，领先51.6%），Porch Group, Inc.同比增速更快（100.0% vs -13.1%），过去两年Porch Group, Inc.的营收复合增速更高（26.4% 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。
Porch Group是一家面向屋主的家居改造服务平台，致力于连接屋主与当地的家居装修承包商。平台不仅提供超过160种家居装修项目的在线预约服务，还涵盖专业建议文章与装修成本指南，帮助屋主便捷规划各类家装工程。
IIPR vs PRCH — 直观对比
营收规模更大
PRCH
是对方的1.8倍
$66.7M
营收增速更快
PRCH
高出113.1%
-13.1%
净利率更高
IIPR
高出51.6%
-3.9%
两年增速更快
PRCH
近两年复合增速
-6.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $66.7M | $121.1M |
| 净利润 | $31.8M | $-4.7M |
| 毛利率 | — | 52.7% |
| 营业利润率 | 47.8% | 34.7% |
| 净利率 | 47.8% | -3.9% |
| 营收同比 | -13.1% | 100.0% |
| 净利润同比 | -20.4% | 2.0% |
| 每股收益（稀释后） | $1.07 | $-0.04 |
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IIPRPRCH
| Q1 26 | — | $121.1M | ||
| Q4 25 | $66.7M | $112.3M | ||
| Q3 25 | $64.7M | $115.1M | ||
| Q2 25 | $62.9M | $107.0M | ||
| Q1 25 | $71.7M | $84.5M | ||
| Q4 24 | $76.7M | $75.3M | ||
| Q3 24 | $76.5M | $77.7M | ||
| Q2 24 | $79.8M | $75.9M |
净利润IIPRPRCH
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $31.8M | $-3.5M | ||
| Q3 25 | $29.3M | $-10.9M | ||
| Q2 25 | $26.0M | $2.6M | ||
| Q1 25 | $31.1M | $8.4M | ||
| Q4 24 | $40.0M | $30.5M | ||
| Q3 24 | $40.2M | $14.4M | ||
| Q2 24 | $42.0M | $-64.3M |
毛利率IIPRPRCH
| Q1 26 | — | 52.7% | ||
| Q4 25 | — | 99.5% | ||
| Q3 25 | — | 75.6% | ||
| Q2 25 | — | 70.9% | ||
| Q1 25 | — | 77.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 79.4% | ||
| Q2 24 | — | 22.1% |
营业利润率IIPRPRCH
| Q1 26 | — | 34.7% | ||
| Q4 25 | 47.8% | 14.7% | ||
| Q3 25 | 45.5% | 14.2% | ||
| Q2 25 | 45.9% | 4.7% | ||
| Q1 25 | 47.4% | -1.5% | ||
| Q4 24 | 54.7% | 33.3% | ||
| Q3 24 | 54.8% | -3.2% | ||
| Q2 24 | 53.1% | -69.2% |
净利率IIPRPRCH
| Q1 26 | — | -3.9% | ||
| Q4 25 | 47.8% | -3.1% | ||
| Q3 25 | 45.3% | -9.4% | ||
| Q2 25 | 41.4% | 2.4% | ||
| Q1 25 | 43.3% | 9.9% | ||
| Q4 24 | 52.2% | 40.5% | ||
| Q3 24 | 52.6% | 18.5% | ||
| Q2 24 | 52.6% | -84.8% |
每股收益（稀释后）IIPRPRCH
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $1.07 | $0.00 | ||
| Q3 25 | $0.97 | $-0.10 | ||
| Q2 25 | $0.86 | $0.00 | ||
| Q1 25 | $1.03 | $0.07 | ||
| Q4 24 | $1.35 | $0.34 | ||
| Q3 24 | $1.37 | $0.12 | ||
| Q2 24 | $1.44 | $-0.65 |
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 | $68.4M |
| 总债务越低越好 | $393.7M | $391.3M |
| 股东权益账面价值 | $1.8B | $26.3M |
| 总资产 | $2.4B | $806.6M |
| 负债/权益比越低杠杆越低 | 0.21× | 14.87× |
8季度趋势，按日历期对齐
现金及短期投资IIPRPRCH
| Q1 26 | — | $68.4M | ||
| Q4 25 | $47.6M | $57.3M | ||
| Q3 25 | $41.9M | $85.0M | ||
| Q2 25 | $104.9M | $79.8M | ||
| Q1 25 | $133.3M | $70.4M | ||
| Q4 24 | $151.2M | $191.7M | ||
| Q3 24 | $172.4M | $238.6M | ||
| Q2 24 | $160.9M | $308.4M |
总债务IIPRPRCH
| Q1 26 | — | $391.3M | ||
| Q4 25 | $393.7M | $392.8M | ||
| Q3 25 | — | $387.1M | ||
| Q2 25 | — | $394.1M | ||
| Q1 25 | — | $409.2M | ||
| Q4 24 | — | $403.9M | ||
| Q3 24 | — | $399.0M | ||
| Q2 24 | — | $436.8M |
股东权益IIPRPRCH
| Q1 26 | — | $26.3M | ||
| Q4 25 | $1.8B | $-24.6M | ||
| Q3 25 | $1.9B | $-27.9M | ||
| Q2 25 | $1.9B | $-29.3M | ||
| Q1 25 | $1.9B | $-52.4M | ||
| Q4 24 | $1.9B | $-43.2M | ||
| Q3 24 | $1.9B | $-77.0M | ||
| Q2 24 | $1.9B | $-101.9M |
总资产IIPRPRCH
| Q1 26 | — | $806.6M | ||
| Q4 25 | $2.4B | $797.4M | ||
| Q3 25 | $2.3B | $787.7M | ||
| Q2 25 | $2.3B | $770.7M | ||
| Q1 25 | $2.4B | $802.3M | ||
| Q4 24 | $2.4B | $814.0M | ||
| Q3 24 | $2.4B | $867.3M | ||
| Q2 24 | $2.4B | $876.1M |
负债/权益比IIPRPRCH
| Q1 26 | — | 14.87× | ||
| 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 | — |
| 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× | — |
| 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IIPRPRCH
| Q1 26 | — | — | ||
| Q4 25 | $198.2M | $1.2M | ||
| Q3 25 | $45.6M | $40.8M | ||
| Q2 25 | $48.4M | $35.6M | ||
| Q1 25 | $54.2M | $-11.2M | ||
| Q4 24 | $258.4M | $-26.6M | ||
| Q3 24 | $64.9M | $12.4M | ||
| Q2 24 | $64.2M | $-26.0M |
自由现金流IIPRPRCH
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1M | ||
| Q3 25 | — | $40.7M | ||
| Q2 25 | — | $35.4M | ||
| Q1 25 | — | $-11.2M | ||
| Q4 24 | — | $-26.8M | ||
| Q3 24 | — | $12.2M | ||
| Q2 24 | — | $-26.0M |
自由现金流率IIPRPRCH
| Q1 26 | — | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 35.4% | ||
| Q2 25 | — | 33.0% | ||
| Q1 25 | — | -13.3% | ||
| Q4 24 | — | -35.6% | ||
| Q3 24 | — | 15.7% | ||
| Q2 24 | — | -34.3% |
资本支出强度IIPRPRCH
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.1% |
现金转化率IIPRPRCH
| Q1 26 | — | — | ||
| Q4 25 | 6.22× | — | ||
| Q3 25 | 1.56× | — | ||
| Q2 25 | 1.86× | 13.79× | ||
| Q1 25 | 1.75× | -1.33× | ||
| Q4 24 | 6.46× | -0.87× | ||
| Q3 24 | 1.61× | 0.86× | ||
| Q2 24 | 1.53× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
