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JBG SMITH Properties(JBGS)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
JBG SMITH Properties的季度营收约是Porch Group, Inc.的1.1倍($127.6M vs $121.1M),Porch Group, Inc.净利率更高(-3.9% vs -18.1%,领先14.2%),Porch Group, Inc.同比增速更快(100.0% vs 5.7%),过去两年Porch Group, Inc.的营收复合增速更高(26.4% vs -2.9%)
JBG SMITH Properties是一家总部位于马里兰州贝塞斯达的上市房地产投资信托公司,专注于持有并运营房地产资产,是美国商业地产领域的专业运营机构,面向市场提供多元化的不动产投资与管理服务。
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。
JBGS vs PRCH — 直观对比
营收规模更大
JBGS
是对方的1.1倍
$121.1M
营收增速更快
PRCH
高出94.3%
5.7%
净利率更高
PRCH
高出14.2%
-18.1%
两年增速更快
PRCH
近两年复合增速
-2.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $127.6M | $121.1M |
| 净利润 | $-23.0M | $-4.7M |
| 毛利率 | — | 52.7% |
| 营业利润率 | — | 34.7% |
| 净利率 | -18.1% | -3.9% |
| 营收同比 | 5.7% | 100.0% |
| 净利润同比 | 57.1% | 2.0% |
| 每股收益(稀释后) | $-0.32 | $-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
JBGS
PRCH
| Q1 26 | $127.6M | $121.1M | ||
| Q4 25 | $127.6M | $112.3M | ||
| Q3 25 | $123.9M | $115.1M | ||
| Q2 25 | $126.5M | $107.0M | ||
| Q1 25 | $120.7M | $84.5M | ||
| Q4 24 | $130.8M | $75.3M | ||
| Q3 24 | $136.0M | $77.7M | ||
| Q2 24 | $135.3M | $75.9M |
净利润
JBGS
PRCH
| Q1 26 | $-23.0M | $-4.7M | ||
| Q4 25 | $-45.5M | $-3.5M | ||
| Q3 25 | $-28.6M | $-10.9M | ||
| Q2 25 | $-19.2M | $2.6M | ||
| Q1 25 | $-45.7M | $8.4M | ||
| Q4 24 | $-59.9M | $30.5M | ||
| Q3 24 | $-27.0M | $14.4M | ||
| Q2 24 | $-24.4M | $-64.3M |
毛利率
JBGS
PRCH
| 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
JBGS
PRCH
| Q1 26 | — | 34.7% | ||
| Q4 25 | -47.5% | 14.7% | ||
| Q3 25 | -27.5% | 14.2% | ||
| Q2 25 | -18.4% | 4.7% | ||
| Q1 25 | -44.7% | -1.5% | ||
| Q4 24 | -53.6% | 33.3% | ||
| Q3 24 | -22.4% | -3.2% | ||
| Q2 24 | -24.3% | -69.2% |
净利率
JBGS
PRCH
| Q1 26 | -18.1% | -3.9% | ||
| Q4 25 | -35.7% | -3.1% | ||
| Q3 25 | -23.1% | -9.4% | ||
| Q2 25 | -15.2% | 2.4% | ||
| Q1 25 | -37.9% | 9.9% | ||
| Q4 24 | -45.8% | 40.5% | ||
| Q3 24 | -19.8% | 18.5% | ||
| Q2 24 | -18.0% | -84.8% |
每股收益(稀释后)
JBGS
PRCH
| Q1 26 | $-0.32 | $-0.04 | ||
| Q4 25 | $-0.76 | $0.00 | ||
| Q3 25 | $-0.48 | $-0.10 | ||
| Q2 25 | $-0.29 | $0.00 | ||
| Q1 25 | $-0.56 | $0.07 | ||
| Q4 24 | $-0.70 | $0.34 | ||
| Q3 24 | $-0.32 | $0.12 | ||
| Q2 24 | $-0.27 | $-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 | — | $68.4M |
| 总债务越低越好 | — | $391.3M |
| 股东权益账面价值 | — | $26.3M |
| 总资产 | $4.3B | $806.6M |
| 负债/权益比越低杠杆越低 | — | 14.87× |
8季度趋势,按日历期对齐
现金及短期投资
JBGS
PRCH
| Q1 26 | — | $68.4M | ||
| Q4 25 | $75.3M | $57.3M | ||
| Q3 25 | $64.4M | $85.0M | ||
| Q2 25 | $61.4M | $79.8M | ||
| Q1 25 | $81.3M | $70.4M | ||
| Q4 24 | $145.8M | $191.7M | ||
| Q3 24 | $137.0M | $238.6M | ||
| Q2 24 | $163.5M | $308.4M |
总债务
JBGS
PRCH
| Q1 26 | — | $391.3M | ||
| Q4 25 | — | $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
JBGS
PRCH
| Q1 26 | — | $26.3M | ||
| Q4 25 | $1.2B | $-24.6M | ||
| Q3 25 | $1.2B | $-27.9M | ||
| Q2 25 | $1.3B | $-29.3M | ||
| Q1 25 | $1.6B | $-52.4M | ||
| Q4 24 | $1.8B | $-43.2M | ||
| Q3 24 | $1.9B | $-77.0M | ||
| Q2 24 | $2.0B | $-101.9M |
总资产
JBGS
PRCH
| Q1 26 | $4.3B | $806.6M | ||
| Q4 25 | $4.4B | $797.4M | ||
| Q3 25 | $4.4B | $787.7M | ||
| Q2 25 | $4.5B | $770.7M | ||
| Q1 25 | $4.7B | $802.3M | ||
| Q4 24 | $5.0B | $814.0M | ||
| Q3 24 | $5.2B | $867.3M | ||
| Q2 24 | $5.3B | $876.1M |
负债/权益比
JBGS
PRCH
| Q1 26 | — | 14.87× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
JBGS
| Property rental | $105.9M | 83% |
| Third-party real estate services, including reimbursements | $17.2M | 13% |
| Other revenue | $4.5M | 4% |
PRCH
暂无分部数据