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JBG SMITH Properties(JBGS)与LiveRamp Holdings, Inc.(RAMP)财务数据对比。点击上方公司名可切换其他公司
LiveRamp Holdings, Inc.的季度营收约是JBG SMITH Properties的1.7倍($212.2M vs $127.6M),LiveRamp Holdings, Inc.净利率更高(18.8% vs -35.7%,领先54.5%),LiveRamp Holdings, Inc.同比增速更快(8.6% vs -2.5%),过去两年LiveRamp Holdings, Inc.的营收复合增速更高(11.1% vs -6.3%)
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。
LiveRamp Holdings, Inc.是一家美国SaaS企业,核心业务为提供数据连接平台,服务涵盖数据导入、线下数据线上迁移等能力,助力企业开展营销相关的数据应用,为品牌及营销从业者的数字化运营提供技术支撑。
JBGS vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.7倍
$127.6M
营收增速更快
RAMP
高出11.1%
-2.5%
净利率更高
RAMP
高出54.5%
-35.7%
两年增速更快
RAMP
近两年复合增速
-6.3%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $127.6M | $212.2M |
| 净利润 | $-45.5M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | -47.5% | 18.6% |
| 净利率 | -35.7% | 18.8% |
| 营收同比 | -2.5% | 8.6% |
| 净利润同比 | 24.0% | 255.7% |
| 每股收益(稀释后) | $-0.76 | $0.62 |
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
RAMP
| Q4 25 | $127.6M | $212.2M | ||
| Q3 25 | $123.9M | $199.8M | ||
| Q2 25 | $126.5M | $194.8M | ||
| Q1 25 | $120.7M | $188.7M | ||
| Q4 24 | $130.8M | $195.4M | ||
| Q3 24 | $136.0M | $185.5M | ||
| Q2 24 | $135.3M | $176.0M | ||
| Q1 24 | $145.2M | $171.9M |
净利润
JBGS
RAMP
| Q4 25 | $-45.5M | $39.9M | ||
| Q3 25 | $-28.6M | $27.4M | ||
| Q2 25 | $-19.2M | $7.7M | ||
| Q1 25 | $-45.7M | $-6.3M | ||
| Q4 24 | $-59.9M | $11.2M | ||
| Q3 24 | $-27.0M | $1.7M | ||
| Q2 24 | $-24.4M | $-7.5M | ||
| Q1 24 | $-32.3M | $-5.4M |
毛利率
JBGS
RAMP
| Q4 25 | — | 71.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.1% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | — | 70.6% | ||
| Q1 24 | — | 72.2% |
营业利润率
JBGS
RAMP
| Q4 25 | -47.5% | 18.6% | ||
| Q3 25 | -27.5% | 10.7% | ||
| Q2 25 | -18.4% | 3.7% | ||
| Q1 25 | -44.7% | -6.1% | ||
| Q4 24 | -53.6% | 7.5% | ||
| Q3 24 | -22.4% | 4.0% | ||
| Q2 24 | -24.3% | -3.0% | ||
| Q1 24 | -30.1% | -8.3% |
净利率
JBGS
RAMP
| Q4 25 | -35.7% | 18.8% | ||
| Q3 25 | -23.1% | 13.7% | ||
| Q2 25 | -15.2% | 4.0% | ||
| Q1 25 | -37.9% | -3.3% | ||
| Q4 24 | -45.8% | 5.7% | ||
| Q3 24 | -19.8% | 0.9% | ||
| Q2 24 | -18.0% | -4.3% | ||
| Q1 24 | -22.2% | -3.1% |
每股收益(稀释后)
JBGS
RAMP
| Q4 25 | $-0.76 | $0.62 | ||
| Q3 25 | $-0.48 | $0.42 | ||
| Q2 25 | $-0.29 | $0.12 | ||
| Q1 25 | $-0.56 | $-0.10 | ||
| Q4 24 | $-0.70 | $0.17 | ||
| Q3 24 | $-0.32 | $0.03 | ||
| Q2 24 | $-0.27 | $-0.11 | ||
| Q1 24 | $-0.36 | $-0.09 |
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 | $75.3M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $962.3M |
| 总资产 | $4.4B | $1.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
JBGS
RAMP
| Q4 25 | $75.3M | $403.4M | ||
| Q3 25 | $64.4M | $376.9M | ||
| Q2 25 | $61.4M | $371.1M | ||
| Q1 25 | $81.3M | $420.8M | ||
| Q4 24 | $145.8M | $384.3M | ||
| Q3 24 | $137.0M | $348.4M | ||
| Q2 24 | $163.5M | $342.7M | ||
| Q1 24 | $220.5M | $368.9M |
股东权益
JBGS
RAMP
| Q4 25 | $1.2B | $962.3M | ||
| Q3 25 | $1.2B | $943.8M | ||
| Q2 25 | $1.3B | $947.8M | ||
| Q1 25 | $1.6B | $948.9M | ||
| Q4 24 | $1.8B | $957.7M | ||
| Q3 24 | $1.9B | $932.1M | ||
| Q2 24 | $2.0B | $951.9M | ||
| Q1 24 | $2.1B | $949.1M |
总资产
JBGS
RAMP
| Q4 25 | $4.4B | $1.3B | ||
| Q3 25 | $4.4B | $1.2B | ||
| Q2 25 | $4.5B | $1.2B | ||
| Q1 25 | $4.7B | $1.3B | ||
| Q4 24 | $5.0B | $1.3B | ||
| Q3 24 | $5.2B | $1.2B | ||
| Q2 24 | $5.3B | $1.2B | ||
| Q1 24 | $5.4B | $1.2B |
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 | $73.3M | — |
| 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 | — | 0.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 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
JBGS
RAMP
| Q4 25 | $73.3M | — | ||
| Q3 25 | $8.9M | $57.4M | ||
| Q2 25 | $18.8M | $-15.8M | ||
| Q1 25 | $12.9M | — | ||
| Q4 24 | $129.4M | $45.1M | ||
| Q3 24 | $26.4M | $55.6M | ||
| Q2 24 | $23.8M | $-9.3M | ||
| Q1 24 | $37.0M | — |
自由现金流
JBGS
RAMP
| Q4 25 | — | — | ||
| Q3 25 | — | $56.8M | ||
| Q2 25 | — | $-16.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $44.8M | ||
| Q3 24 | — | $55.4M | ||
| Q2 24 | — | $-9.6M | ||
| Q1 24 | — | — |
自由现金流率
JBGS
RAMP
| Q4 25 | — | — | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | — | -8.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 22.9% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | -5.4% | ||
| Q1 24 | — | — |
资本支出强度
JBGS
RAMP
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 1.0% |
现金转化率
JBGS
RAMP
| Q4 25 | — | — | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | — | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图