vs
牛津地产(IIPR)与Turning Point Brands, Inc.(TPB)财务数据对比。点击上方公司名可切换其他公司
Turning Point Brands, Inc.的季度营收约是牛津地产的1.8倍($121.0M vs $66.7M),牛津地产净利率更高(47.8% vs 6.8%,领先41.0%),Turning Point Brands, Inc.同比增速更快(29.2% vs -13.1%),过去两年Turning Point Brands, Inc.的营收复合增速更高(20.7% 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。
Turning Point Australia(TPAUS)是一家位于澳大利亚的保守派游说团体,隶属于美国转折点组织但保持独立运营,由乔尔·贾马尔创立并于2023年完成注册。该团体目前正积极行动,试图影响2026年3月举行的南澳大利亚州选举结果。
IIPR vs TPB — 直观对比
营收规模更大
TPB
是对方的1.8倍
$66.7M
营收增速更快
TPB
高出42.3%
-13.1%
净利率更高
IIPR
高出41.0%
6.8%
两年增速更快
TPB
近两年复合增速
-6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $66.7M | $121.0M |
| 净利润 | $31.8M | $8.2M |
| 毛利率 | — | 55.9% |
| 营业利润率 | 47.8% | 16.5% |
| 净利率 | 47.8% | 6.8% |
| 营收同比 | -13.1% | 29.2% |
| 净利润同比 | -20.4% | 239.8% |
| 每股收益(稀释后) | $1.07 | $0.40 |
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
TPB
| Q4 25 | $66.7M | $121.0M | ||
| Q3 25 | $64.7M | $119.0M | ||
| Q2 25 | $62.9M | $116.6M | ||
| Q1 25 | $71.7M | $106.4M | ||
| Q4 24 | $76.7M | $93.7M | ||
| Q3 24 | $76.5M | $90.7M | ||
| Q2 24 | $79.8M | $93.2M | ||
| Q1 24 | $75.5M | $83.1M |
净利润
IIPR
TPB
| Q4 25 | $31.8M | $8.2M | ||
| Q3 25 | $29.3M | $21.1M | ||
| Q2 25 | $26.0M | $14.5M | ||
| Q1 25 | $31.1M | $14.4M | ||
| Q4 24 | $40.0M | $2.4M | ||
| Q3 24 | $40.2M | $12.4M | ||
| Q2 24 | $42.0M | $13.0M | ||
| Q1 24 | $39.4M | $12.0M |
毛利率
IIPR
TPB
| Q4 25 | — | 55.9% | ||
| Q3 25 | — | 59.2% | ||
| Q2 25 | — | 57.1% | ||
| Q1 25 | — | 56.0% | ||
| Q4 24 | — | 56.0% | ||
| Q3 24 | — | 55.6% | ||
| Q2 24 | — | 54.1% | ||
| Q1 24 | — | 58.2% |
营业利润率
IIPR
TPB
| Q4 25 | 47.8% | 16.5% | ||
| Q3 25 | 45.5% | 21.8% | ||
| Q2 25 | 45.9% | 22.6% | ||
| Q1 25 | 47.4% | 21.8% | ||
| Q4 24 | 54.7% | 19.1% | ||
| Q3 24 | 54.8% | 22.9% | ||
| Q2 24 | 53.1% | 24.5% | ||
| Q1 24 | 55.7% | 23.2% |
净利率
IIPR
TPB
| Q4 25 | 47.8% | 6.8% | ||
| Q3 25 | 45.3% | 17.7% | ||
| Q2 25 | 41.4% | 12.4% | ||
| Q1 25 | 43.3% | 13.5% | ||
| Q4 24 | 52.2% | 2.6% | ||
| Q3 24 | 52.6% | 13.6% | ||
| Q2 24 | 52.6% | 14.0% | ||
| Q1 24 | 52.3% | 14.5% |
每股收益(稀释后)
IIPR
TPB
| Q4 25 | $1.07 | $0.40 | ||
| Q3 25 | $0.97 | $1.13 | ||
| Q2 25 | $0.86 | $0.79 | ||
| Q1 25 | $1.03 | $0.79 | ||
| Q4 24 | $1.35 | $0.15 | ||
| Q3 24 | $1.37 | $0.68 | ||
| Q2 24 | $1.44 | $0.68 | ||
| Q1 24 | $1.36 | $0.63 |
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 | $222.8M |
| 总债务越低越好 | $393.7M | — |
| 股东权益账面价值 | $1.8B | $372.0M |
| 总资产 | $2.4B | $763.8M |
| 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
TPB
| Q4 25 | $47.6M | $222.8M | ||
| Q3 25 | $41.9M | $201.2M | ||
| Q2 25 | $104.9M | $109.9M | ||
| Q1 25 | $133.3M | $99.6M | ||
| Q4 24 | $151.2M | $48.9M | ||
| Q3 24 | $172.4M | $33.6M | ||
| Q2 24 | $160.9M | $142.2M | ||
| Q1 24 | $173.5M | $130.9M |
总债务
IIPR
TPB
| Q4 25 | $393.7M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
IIPR
TPB
| Q4 25 | $1.8B | $372.0M | ||
| Q3 25 | $1.9B | $358.2M | ||
| Q2 25 | $1.9B | $224.8M | ||
| Q1 25 | $1.9B | $203.4M | ||
| Q4 24 | $1.9B | $190.4M | ||
| Q3 24 | $1.9B | $185.7M | ||
| Q2 24 | $1.9B | $172.8M | ||
| Q1 24 | $2.0B | $160.0M |
总资产
IIPR
TPB
| Q4 25 | $2.4B | $763.8M | ||
| Q3 25 | $2.3B | $742.8M | ||
| Q2 25 | $2.3B | $595.8M | ||
| Q1 25 | $2.4B | $564.6M | ||
| Q4 24 | $2.4B | $493.4M | ||
| Q3 24 | $2.4B | $488.0M | ||
| Q2 24 | $2.4B | $591.6M | ||
| Q1 24 | $2.4B | $586.3M |
负债/权益比
IIPR
TPB
| 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 | $24.9M |
| 自由现金流经营现金流 - 资本支出 | — | $21.5M |
| 自由现金流率自由现金流/营收 | — | 17.8% |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 现金转化率经营现金流/净利润 | 6.22× | 3.03× |
| 过去12个月自由现金流最近4个季度 | — | $43.8M |
8季度趋势,按日历期对齐
经营现金流
IIPR
TPB
| Q4 25 | $198.2M | $24.9M | ||
| Q3 25 | $45.6M | $3.3M | ||
| Q2 25 | $48.4M | $11.8M | ||
| Q1 25 | $54.2M | $17.4M | ||
| Q4 24 | $258.4M | $17.7M | ||
| Q3 24 | $64.9M | $13.2M | ||
| Q2 24 | $64.2M | $13.4M | ||
| Q1 24 | $71.6M | $22.6M |
自由现金流
IIPR
TPB
| Q4 25 | — | $21.5M | ||
| Q3 25 | — | $-721.0K | ||
| Q2 25 | — | $7.8M | ||
| Q1 25 | — | $15.2M | ||
| Q4 24 | — | $16.6M | ||
| Q3 24 | — | $12.6M | ||
| Q2 24 | — | $10.9M | ||
| Q1 24 | — | $22.3M |
自由现金流率
IIPR
TPB
| Q4 25 | — | 17.8% | ||
| Q3 25 | — | -0.6% | ||
| Q2 25 | — | 6.7% | ||
| Q1 25 | — | 14.3% | ||
| Q4 24 | — | 17.8% | ||
| Q3 24 | — | 13.9% | ||
| Q2 24 | — | 11.7% | ||
| Q1 24 | — | 26.8% |
资本支出强度
IIPR
TPB
| Q4 25 | — | 2.8% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 1.2% | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | — | 2.7% | ||
| Q1 24 | — | 0.4% |
现金转化率
IIPR
TPB
| Q4 25 | 6.22× | 3.03× | ||
| Q3 25 | 1.56× | 0.16× | ||
| Q2 25 | 1.86× | 0.82× | ||
| Q1 25 | 1.75× | 1.21× | ||
| Q4 24 | 6.46× | 7.34× | ||
| Q3 24 | 1.61× | 1.07× | ||
| Q2 24 | 1.53× | 1.03× | ||
| Q1 24 | 1.82× | 1.89× |
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
TPB
| US | $111.5M | 92% |
| Non Us | $9.6M | 8% |