vs
Invitation Homes（INVH）与大都会人寿（MET）财务数据对比。点击上方公司名可切换其他公司
Invitation Homes的季度营收约是大都会人寿的1.1倍（$685.3M vs $600.0M），大都会人寿净利率更高（134.8% vs 21.1%，领先113.7%），大都会人寿同比增速更快（7.9% vs 4.0%），过去两年Invitation Homes的营收复合增速更高（3.0% vs 2.0%）
Invitation Homes是纽交所上市企业，总部位于美国得克萨斯州达拉斯市林肯中心大厦，由Dallas B. Tanner出任首席执行官。截至2024年7月，公司在全美16个市场持有约8.4万套独栋出租住宅，是美国规模最大的独栋住宅租赁业主，17%的租金收入来自加利福尼亚州。
大都会人寿（MetLife）是全球规模领先的保险、年金及员工福利服务提供商之一，创立于1868年，业务覆盖超60个国家和地区，服务约9000万客户，2018年位列《财富》美国500强营收排行榜第43位。
INVH vs MET — 直观对比
营收规模更大
INVH
是对方的1.1倍
$600.0M
营收增速更快
MET
高出4.0%
4.0%
净利率更高
MET
高出113.7%
21.1%
两年增速更快
INVH
近两年复合增速
2.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $685.3M | $600.0M |
| 净利润 | $144.6M | $809.0M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 21.1% | 134.8% |
| 营收同比 | 4.0% | 7.9% |
| 净利润同比 | 1.0% | -36.3% |
| 每股收益（稀释后） | $0.24 | $1.18 |
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INVHMET
| Q4 25 | $685.3M | $600.0M | ||
| Q3 25 | $688.2M | $621.0M | ||
| Q2 25 | $681.4M | $604.0M | ||
| Q1 25 | $674.5M | $611.0M | ||
| Q4 24 | $659.1M | $556.0M | ||
| Q3 24 | $660.3M | $554.0M | ||
| Q2 24 | $653.5M | $558.0M | ||
| Q1 24 | $646.0M | $577.0M |
净利润INVHMET
| Q4 25 | $144.6M | $809.0M | ||
| Q3 25 | $136.7M | $896.0M | ||
| Q2 25 | $140.9M | $729.0M | ||
| Q1 25 | $165.7M | $945.0M | ||
| Q4 24 | $143.1M | $1.3B | ||
| Q3 24 | $95.3M | $1.3B | ||
| Q2 24 | $73.2M | $946.0M | ||
| Q1 24 | $142.3M | $867.0M |
净利率INVHMET
| Q4 25 | 21.1% | 134.8% | ||
| Q3 25 | 19.9% | 144.3% | ||
| Q2 25 | 20.7% | 120.7% | ||
| Q1 25 | 24.6% | 154.7% | ||
| Q4 24 | 21.7% | 228.6% | ||
| Q3 24 | 14.4% | 242.2% | ||
| Q2 24 | 11.2% | 169.5% | ||
| Q1 24 | 22.0% | 150.3% |
每股收益（稀释后）INVHMET
| Q4 25 | $0.24 | $1.18 | ||
| Q3 25 | $0.22 | $1.22 | ||
| Q2 25 | $0.23 | $1.03 | ||
| Q1 25 | $0.27 | $1.28 | ||
| Q4 24 | $0.24 | $1.75 | ||
| Q3 24 | $0.15 | $1.81 | ||
| Q2 24 | $0.12 | $1.28 | ||
| Q1 24 | $0.23 | $1.10 |
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 | $130.0M | $25.6B |
| 总债务越低越好 | $8.4B | — |
| 股东权益账面价值 | $9.5B | $28.4B |
| 总资产 | $18.7B | $745.2B |
| 负债/权益比越低杠杆越低 | 0.88× | — |
8季度趋势，按日历期对齐
现金及短期投资INVHMET
| Q4 25 | $130.0M | $25.6B | ||
| Q3 25 | $155.4M | $26.2B | ||
| Q2 25 | $65.1M | $27.5B | ||
| Q1 25 | $84.4M | $26.9B | ||
| Q4 24 | $174.5M | $25.2B | ||
| Q3 24 | $1.0B | $26.4B | ||
| Q2 24 | $749.4M | $24.6B | ||
| Q1 24 | $738.1M | $24.7B |
总债务INVHMET
| Q4 25 | $8.4B | — | ||
| Q3 25 | $8.2B | — | ||
| Q2 25 | $8.2B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.2B | — | ||
| Q3 24 | $9.0B | — | ||
| Q2 24 | $8.5B | — | ||
| Q1 24 | $8.5B | — |
股东权益INVHMET
| Q4 25 | $9.5B | $28.4B | ||
| Q3 25 | $9.6B | $28.9B | ||
| Q2 25 | $9.7B | $27.7B | ||
| Q1 25 | $9.7B | $27.5B | ||
| Q4 24 | $9.8B | $27.4B | ||
| Q3 24 | $9.9B | $30.9B | ||
| Q2 24 | $10.0B | $27.3B | ||
| Q1 24 | $10.1B | $28.5B |
总资产INVHMET
| Q4 25 | $18.7B | $745.2B | ||
| Q3 25 | $18.8B | $719.7B | ||
| Q2 25 | $18.7B | $702.5B | ||
| Q1 25 | $18.6B | $688.3B | ||
| Q4 24 | $18.7B | $677.5B | ||
| Q3 24 | $19.6B | $705.0B | ||
| Q2 24 | $19.2B | $675.7B | ||
| Q1 24 | $19.2B | $677.6B |
负债/权益比INVHMET
| Q4 25 | 0.88× | — | ||
| Q3 25 | 0.86× | — | ||
| Q2 25 | 0.85× | — | ||
| Q1 25 | 0.83× | — | ||
| Q4 24 | 0.84× | — | ||
| Q3 24 | 0.91× | — | ||
| Q2 24 | 0.85× | — | ||
| Q1 24 | 0.84× | — |
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 | $128.7M | $7.1B |
| 自由现金流经营现金流 - 资本支出 | $122.4M | — |
| 自由现金流率自由现金流/营收 | 17.9% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 0.89× | 8.75× |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势，按日历期对齐
经营现金流INVHMET
| Q4 25 | $128.7M | $7.1B | ||
| Q3 25 | $394.6M | $3.6B | ||
| Q2 25 | $382.5M | $2.2B | ||
| Q1 25 | $300.5M | $4.3B | ||
| Q4 24 | $132.8M | $4.6B | ||
| Q3 24 | $313.6M | $4.2B | ||
| Q2 24 | $369.8M | $3.5B | ||
| Q1 24 | $265.6M | $2.3B |
自由现金流INVHMET
| Q4 25 | $122.4M | — | ||
| Q3 25 | $387.8M | — | ||
| Q2 25 | $374.4M | — | ||
| Q1 25 | $293.3M | — | ||
| Q4 24 | $125.0M | — | ||
| Q3 24 | $305.2M | — | ||
| Q2 24 | $363.8M | — | ||
| Q1 24 | $257.1M | — |
自由现金流率INVHMET
| Q4 25 | 17.9% | — | ||
| Q3 25 | 56.4% | — | ||
| Q2 25 | 54.9% | — | ||
| Q1 25 | 43.5% | — | ||
| Q4 24 | 19.0% | — | ||
| Q3 24 | 46.2% | — | ||
| Q2 24 | 55.7% | — | ||
| Q1 24 | 39.8% | — |
资本支出强度INVHMET
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | 1.3% | — |
现金转化率INVHMET
| Q4 25 | 0.89× | 8.75× | ||
| Q3 25 | 2.89× | 3.98× | ||
| Q2 25 | 2.71× | 3.00× | ||
| Q1 25 | 1.81× | 4.51× | ||
| Q4 24 | 0.93× | 3.63× | ||
| Q3 24 | 3.29× | 3.11× | ||
| Q2 24 | 5.05× | 3.69× | ||
| Q1 24 | 1.87× | 2.69× |
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
INVH
暂无分部数据
MET
| Other | $165.0M | 28% |
| Prepaidlegalplansandadministrativeonlycontracts | $158.0M | 26% |
| Vision Fee For Service Arrangements | $140.0M | 23% |
| Administrative Service | $76.0M | 13% |
| Distribution Service | $36.0M | 6% |
| Feebasedinvestmentmanagementservices | $25.0M | 4% |
