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牛津地产（IIPR）与VIEMED HEALTHCARE, INC.（VMD）财务数据对比。点击上方公司名可切换其他公司
VIEMED HEALTHCARE, INC.的季度营收约是牛津地产的1.1倍（$76.2M vs $66.7M），牛津地产净利率更高（47.8% vs 7.4%，领先40.4%），VIEMED HEALTHCARE, INC.同比增速更快（25.5% vs -13.1%），过去两年VIEMED HEALTHCARE, INC.的营收复合增速更高（22.7% 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。
Viemed Healthcare是一家专注于呼吸护理解决方案的医疗科技企业，研发、生产及销售便携式呼吸机、呼吸治疗设备及配套支持服务，覆盖北美、欧洲及亚太核心市场的急症、亚急症及居家护理场景，服务急慢性呼吸系统疾病患者。
IIPR vs VMD — 直观对比
营收规模更大
VMD
是对方的1.1倍
$66.7M
营收增速更快
VMD
高出38.7%
-13.1%
净利率更高
IIPR
高出40.4%
7.4%
两年增速更快
VMD
近两年复合增速
-6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $66.7M | $76.2M |
| 净利润 | $31.8M | $5.6M |
| 毛利率 | — | 57.9% |
| 营业利润率 | 47.8% | 11.0% |
| 净利率 | 47.8% | 7.4% |
| 营收同比 | -13.1% | 25.5% |
| 净利润同比 | -20.4% | 30.7% |
| 每股收益（稀释后） | $1.07 | $0.14 |
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IIPRVMD
| Q4 25 | $66.7M | $76.2M | ||
| Q3 25 | $64.7M | $71.9M | ||
| Q2 25 | $62.9M | $63.1M | ||
| Q1 25 | $71.7M | $59.1M | ||
| Q4 24 | $76.7M | $60.7M | ||
| Q3 24 | $76.5M | $58.0M | ||
| Q2 24 | $79.8M | $55.0M | ||
| Q1 24 | $75.5M | $50.6M |
净利润IIPRVMD
| Q4 25 | $31.8M | $5.6M | ||
| Q3 25 | $29.3M | $3.5M | ||
| Q2 25 | $26.0M | $3.2M | ||
| Q1 25 | $31.1M | $2.6M | ||
| Q4 24 | $40.0M | $4.3M | ||
| Q3 24 | $40.2M | $3.9M | ||
| Q2 24 | $42.0M | $1.5M | ||
| Q1 24 | $39.4M | $1.6M |
毛利率IIPRVMD
| Q4 25 | — | 57.9% | ||
| Q3 25 | — | 57.5% | ||
| Q2 25 | — | 58.3% | ||
| Q1 25 | — | 56.3% | ||
| Q4 24 | — | 59.5% | ||
| Q3 24 | — | 59.3% | ||
| Q2 24 | — | 59.8% | ||
| Q1 24 | — | 58.9% |
营业利润率IIPRVMD
| Q4 25 | 47.8% | 11.0% | ||
| Q3 25 | 45.5% | 7.8% | ||
| Q2 25 | 45.9% | 8.1% | ||
| Q1 25 | 47.4% | 6.5% | ||
| Q4 24 | 54.7% | 10.6% | ||
| Q3 24 | 54.8% | 9.7% | ||
| Q2 24 | 53.1% | 6.6% | ||
| Q1 24 | 55.7% | 4.4% |
净利率IIPRVMD
| Q4 25 | 47.8% | 7.4% | ||
| Q3 25 | 45.3% | 4.9% | ||
| Q2 25 | 41.4% | 5.0% | ||
| Q1 25 | 43.3% | 4.4% | ||
| Q4 24 | 52.2% | 7.1% | ||
| Q3 24 | 52.6% | 6.7% | ||
| Q2 24 | 52.6% | 2.7% | ||
| Q1 24 | 52.3% | 3.2% |
每股收益（稀释后）IIPRVMD
| Q4 25 | $1.07 | $0.14 | ||
| Q3 25 | $0.97 | $0.09 | ||
| Q2 25 | $0.86 | $0.08 | ||
| Q1 25 | $1.03 | $0.06 | ||
| Q4 24 | $1.35 | $0.10 | ||
| Q3 24 | $1.37 | $0.10 | ||
| Q2 24 | $1.44 | $0.04 | ||
| Q1 24 | $1.36 | $0.04 |
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 | $13.5M |
| 总债务越低越好 | $393.7M | — |
| 股东权益账面价值 | $1.8B | $141.5M |
| 总资产 | $2.4B | $199.2M |
| 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IIPRVMD
| Q4 25 | $47.6M | $13.5M | ||
| Q3 25 | $41.9M | $11.1M | ||
| Q2 25 | $104.9M | $20.0M | ||
| Q1 25 | $133.3M | $10.2M | ||
| Q4 24 | $151.2M | $17.5M | ||
| Q3 24 | $172.4M | $11.3M | ||
| Q2 24 | $160.9M | $8.8M | ||
| Q1 24 | $173.5M | $7.3M |
总债务IIPRVMD
| Q4 25 | $393.7M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益IIPRVMD
| Q4 25 | $1.8B | $141.5M | ||
| Q3 25 | $1.9B | $133.6M | ||
| Q2 25 | $1.9B | $139.7M | ||
| Q1 25 | $1.9B | $134.8M | ||
| Q4 24 | $1.9B | $131.4M | ||
| Q3 24 | $1.9B | $125.0M | ||
| Q2 24 | $1.9B | $119.4M | ||
| Q1 24 | $2.0B | $116.3M |
总资产IIPRVMD
| Q4 25 | $2.4B | $199.2M | ||
| Q3 25 | $2.3B | $202.4M | ||
| Q2 25 | $2.3B | $184.6M | ||
| Q1 25 | $2.4B | $178.1M | ||
| Q4 24 | $2.4B | $177.1M | ||
| Q3 24 | $2.4B | $169.5M | ||
| Q2 24 | $2.4B | $163.9M | ||
| Q1 24 | $2.4B | $154.9M |
负债/权益比IIPRVMD
| 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 | $18.4M |
| 自由现金流经营现金流 - 资本支出 | — | $9.7M |
| 自由现金流率自由现金流/营收 | — | 12.7% |
| 资本支出强度资本支出/营收 | — | 11.5% |
| 现金转化率经营现金流/净利润 | 6.22× | 3.27× |
| 过去12个月自由现金流最近4个季度 | — | $11.9M |
8季度趋势，按日历期对齐
经营现金流IIPRVMD
| Q4 25 | $198.2M | $18.4M | ||
| Q3 25 | $45.6M | $18.4M | ||
| Q2 25 | $48.4M | $12.3M | ||
| Q1 25 | $54.2M | $2.9M | ||
| Q4 24 | $258.4M | $15.0M | ||
| Q3 24 | $64.9M | $12.7M | ||
| Q2 24 | $64.2M | $10.2M | ||
| Q1 24 | $71.6M | $1.2M |
自由现金流IIPRVMD
| Q4 25 | — | $9.7M | ||
| Q3 25 | — | $10.7M | ||
| Q2 25 | — | $4.1M | ||
| Q1 25 | — | $-12.6M | ||
| Q4 24 | — | $3.2M | ||
| Q3 24 | — | $1.7M | ||
| Q2 24 | — | $1.2M | ||
| Q1 24 | — | $-4.8M |
自由现金流率IIPRVMD
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | 14.9% | ||
| Q2 25 | — | 6.5% | ||
| Q1 25 | — | -21.4% | ||
| Q4 24 | — | 5.2% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 2.3% | ||
| Q1 24 | — | -9.5% |
资本支出强度IIPRVMD
| Q4 25 | — | 11.5% | ||
| Q3 25 | — | 10.6% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 26.2% | ||
| Q4 24 | — | 19.5% | ||
| Q3 24 | — | 19.0% | ||
| Q2 24 | — | 16.3% | ||
| Q1 24 | — | 11.9% |
现金转化率IIPRVMD
| Q4 25 | 6.22× | 3.27× | ||
| Q3 25 | 1.56× | 5.23× | ||
| Q2 25 | 1.86× | 3.88× | ||
| Q1 25 | 1.75× | 1.09× | ||
| Q4 24 | 6.46× | 3.47× | ||
| Q3 24 | 1.61× | 3.29× | ||
| Q2 24 | 1.53× | 6.94× | ||
| Q1 24 | 1.82× | 0.73× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
