vs
牛津地产(IIPR)与Strawberry Fields REIT, Inc.(STRW)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Strawberry Fields REIT, Inc.的1.7倍($66.7M vs $40.1M),牛津地产净利率更高(47.8% vs 5.0%,领先42.7%),Strawberry Fields REIT, Inc.同比增速更快(31.5% vs -13.1%),过去两年Strawberry Fields REIT, Inc.的营收复合增速更高(20.0% 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。
Strawberry Fields REIT, Inc.是一家专注于医疗类不动产的房地产投资信托,核心资产包含专业护理机构、老年生活社区及医疗办公大楼,业务主要覆盖美国各地市场,为医疗服务商及养老运营主体提供物业支持。
IIPR vs STRW — 直观对比
营收规模更大
IIPR
是对方的1.7倍
$40.1M
营收增速更快
STRW
高出44.7%
-13.1%
净利率更高
IIPR
高出42.7%
5.0%
两年增速更快
STRW
近两年复合增速
-6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $66.7M | $40.1M |
| 净利润 | $31.8M | $2.0M |
| 毛利率 | — | — |
| 营业利润率 | 47.8% | 52.4% |
| 净利率 | 47.8% | 5.0% |
| 营收同比 | -13.1% | 31.5% |
| 净利润同比 | -20.4% | 37.6% |
| 每股收益(稀释后) | $1.07 | $0.15 |
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
STRW
| Q4 25 | $66.7M | $40.1M | ||
| Q3 25 | $64.7M | $39.7M | ||
| Q2 25 | $62.9M | $37.9M | ||
| Q1 25 | $71.7M | $37.3M | ||
| Q4 24 | $76.7M | $30.5M | ||
| Q3 24 | $76.5M | $29.5M | ||
| Q2 24 | $79.8M | $29.3M | ||
| Q1 24 | $75.5M | $27.8M |
净利润
IIPR
STRW
| Q4 25 | $31.8M | $2.0M | ||
| Q3 25 | $29.3M | $2.0M | ||
| Q2 25 | $26.0M | $2.0M | ||
| Q1 25 | $31.1M | $1.6M | ||
| Q4 24 | $40.0M | $1.5M | ||
| Q3 24 | $40.2M | $944.0K | ||
| Q2 24 | $42.0M | $938.0K | ||
| Q1 24 | $39.4M | $746.0K |
营业利润率
IIPR
STRW
| Q4 25 | 47.8% | 52.4% | ||
| Q3 25 | 45.5% | 56.6% | ||
| Q2 25 | 45.9% | 54.5% | ||
| Q1 25 | 47.4% | 54.1% | ||
| Q4 24 | 54.7% | 51.5% | ||
| Q3 24 | 54.8% | 54.4% | ||
| Q2 24 | 53.1% | 52.3% | ||
| Q1 24 | 55.7% | 51.3% |
净利率
IIPR
STRW
| Q4 25 | 47.8% | 5.0% | ||
| Q3 25 | 45.3% | 5.1% | ||
| Q2 25 | 41.4% | 5.2% | ||
| Q1 25 | 43.3% | 4.2% | ||
| Q4 24 | 52.2% | 4.8% | ||
| Q3 24 | 52.6% | 3.2% | ||
| Q2 24 | 52.6% | 3.2% | ||
| Q1 24 | 52.3% | 2.7% |
每股收益(稀释后)
IIPR
STRW
| Q4 25 | $1.07 | $0.15 | ||
| Q3 25 | $0.97 | $0.16 | ||
| Q2 25 | $0.86 | $0.16 | ||
| Q1 25 | $1.03 | $0.13 | ||
| Q4 24 | $1.35 | $0.17 | ||
| Q3 24 | $1.37 | $0.14 | ||
| Q2 24 | $1.44 | $0.14 | ||
| Q1 24 | $1.36 | $0.12 |
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 | $31.8M |
| 总债务越低越好 | $393.7M | $794.7M |
| 股东权益账面价值 | $1.8B | $12.1M |
| 总资产 | $2.4B | $885.2M |
| 负债/权益比越低杠杆越低 | 0.21× | 65.64× |
8季度趋势,按日历期对齐
现金及短期投资
IIPR
STRW
| Q4 25 | $47.6M | $31.8M | ||
| Q3 25 | $41.9M | $19.8M | ||
| Q2 25 | $104.9M | $96.3M | ||
| Q1 25 | $133.3M | $42.3M | ||
| Q4 24 | $151.2M | $48.4M | ||
| Q3 24 | $172.4M | $29.3M | ||
| Q2 24 | $160.9M | $16.1M | ||
| Q1 24 | $173.5M | $15.1M |
总债务
IIPR
STRW
| Q4 25 | $393.7M | $794.7M | ||
| Q3 25 | — | $779.4M | ||
| Q2 25 | — | $794.1M | ||
| Q1 25 | — | $715.5M | ||
| Q4 24 | — | $673.9M | ||
| Q3 24 | — | $584.5M | ||
| Q2 24 | — | $555.0M | ||
| Q1 24 | — | $560.4M |
股东权益
IIPR
STRW
| Q4 25 | $1.8B | $12.1M | ||
| Q3 25 | $1.9B | $14.2M | ||
| Q2 25 | $1.9B | $15.5M | ||
| Q1 25 | $1.9B | $19.6M | ||
| Q4 24 | $1.9B | $18.2M | ||
| Q3 24 | $1.9B | $12.6M | ||
| Q2 24 | $1.9B | $7.4M | ||
| Q1 24 | $2.0B | $7.5M |
总资产
IIPR
STRW
| Q4 25 | $2.4B | $885.2M | ||
| Q3 25 | $2.3B | $880.6M | ||
| Q2 25 | $2.3B | $897.3M | ||
| Q1 25 | $2.4B | $834.8M | ||
| Q4 24 | $2.4B | $787.6M | ||
| Q3 24 | $2.4B | $661.5M | ||
| Q2 24 | $2.4B | $635.9M | ||
| Q1 24 | $2.4B | $634.9M |
负债/权益比
IIPR
STRW
| Q4 25 | 0.21× | 65.64× | ||
| Q3 25 | — | 54.70× | ||
| Q2 25 | — | 51.26× | ||
| Q1 25 | — | 36.47× | ||
| Q4 24 | — | 37.09× | ||
| Q3 24 | — | 46.34× | ||
| Q2 24 | — | 74.61× | ||
| Q1 24 | — | 74.81× |
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 | $90.0M |
| 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× | 44.62× |
| 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
STRW
| Q4 25 | $198.2M | $90.0M | ||
| Q3 25 | $45.6M | $20.7M | ||
| Q2 25 | $48.4M | $29.8M | ||
| Q1 25 | $54.2M | $19.0M | ||
| Q4 24 | $258.4M | $59.3M | ||
| Q3 24 | $64.9M | $11.8M | ||
| Q2 24 | $64.2M | $20.6M | ||
| Q1 24 | $71.6M | $2.1M |
现金转化率
IIPR
STRW
| Q4 25 | 6.22× | 44.62× | ||
| Q3 25 | 1.56× | 10.26× | ||
| Q2 25 | 1.86× | 15.24× | ||
| Q1 25 | 1.75× | 11.97× | ||
| Q4 24 | 6.46× | 40.44× | ||
| Q3 24 | 1.61× | 12.53× | ||
| Q2 24 | 1.53× | 21.93× | ||
| Q1 24 | 1.82× | 2.85× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图