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KKR Real Estate Finance Trust Inc.（KREF）与908 Devices Inc.（MASS）财务数据对比。点击上方公司名可切换其他公司
KKR Real Estate Finance Trust Inc.的季度营收约是908 Devices Inc.的1.5倍（$25.8M vs $17.4M），908 Devices Inc.净利率更高（24.0% vs -101.7%，领先125.8%），908 Devices Inc.同比增速更快（21.2% vs -26.6%），过去两年908 Devices Inc.的营收复合增速更高（53.0% vs -18.8%）
KKR房地产金融信托公司是全球投资机构KKR旗下的专业房地产金融平台，主要发起、收购并管理优先担保商业地产贷款组合，抵押物多为美国各地的优质机构级商业地产，通过贷款利息收入为投资者提供稳定的经风险调整后的回报。
908 Devices Inc.是一家专注于研发、生产高性能便携式质谱分析设备及相关解决方案的科技企业，产品覆盖生命科学研究、生物制药制造、公共安全、法医鉴定、工业过程监测等领域，服务全球科研机构、制药企业及政府部门客户。
KREF vs MASS — 直观对比
营收规模更大
KREF
是对方的1.5倍
$17.4M
营收增速更快
MASS
高出47.8%
-26.6%
净利率更高
MASS
高出125.8%
-101.7%
两年增速更快
MASS
近两年复合增速
-18.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $25.8M | $17.4M |
| 净利润 | $-26.2M | $4.2M |
| 毛利率 | — | 52.7% |
| 营业利润率 | -105.1% | 17.8% |
| 净利率 | -101.7% | 24.0% |
| 营收同比 | -26.6% | 21.2% |
| 净利润同比 | -229.6% | 121.5% |
| 每股收益（稀释后） | $-0.49 | $0.09 |
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KREFMASS
| Q4 25 | $25.8M | $17.4M | ||
| Q3 25 | $25.3M | $14.0M | ||
| Q2 25 | $30.2M | $13.0M | ||
| Q1 25 | $31.3M | $11.8M | ||
| Q4 24 | $35.1M | $14.3M | ||
| Q3 24 | $37.0M | $14.5M | ||
| Q2 24 | $40.4M | $11.5M | ||
| Q1 24 | $39.1M | $7.4M |
净利润KREFMASS
| Q4 25 | $-26.2M | $4.2M | ||
| Q3 25 | $13.8M | $-15.0M | ||
| Q2 25 | $-29.7M | $-13.3M | ||
| Q1 25 | $-4.9M | $43.6M | ||
| Q4 24 | $20.3M | $-19.4M | ||
| Q3 24 | $-7.4M | $-29.3M | ||
| Q2 24 | $25.8M | $-12.5M | ||
| Q1 24 | $-3.1M | $-10.9M |
毛利率KREFMASS
| Q4 25 | — | 52.7% | ||
| Q3 25 | — | 52.5% | ||
| Q2 25 | — | 48.9% | ||
| Q1 25 | — | 47.0% | ||
| Q4 24 | — | 46.5% | ||
| Q3 24 | — | 53.6% | ||
| Q2 24 | — | 53.8% | ||
| Q1 24 | — | 52.4% |
营业利润率KREFMASS
| Q4 25 | -105.1% | 17.8% | ||
| Q3 25 | 50.4% | -116.6% | ||
| Q2 25 | -101.3% | -116.3% | ||
| Q1 25 | -18.3% | -93.6% | ||
| Q4 24 | 55.8% | -116.8% | ||
| Q3 24 | -19.6% | -168.7% | ||
| Q2 24 | 63.3% | -74.5% | ||
| Q1 24 | -8.7% | -102.5% |
净利率KREFMASS
| Q4 25 | -101.7% | 24.0% | ||
| Q3 25 | 54.4% | -107.0% | ||
| Q2 25 | -98.5% | -102.1% | ||
| Q1 25 | -15.5% | 370.2% | ||
| Q4 24 | 57.7% | -135.6% | ||
| Q3 24 | -20.0% | -201.8% | ||
| Q2 24 | 63.9% | -109.5% | ||
| Q1 24 | -7.9% | -147.1% |
每股收益（稀释后）KREFMASS
| Q4 25 | $-0.49 | $0.09 | ||
| Q3 25 | $0.12 | $-0.41 | ||
| Q2 25 | $-0.53 | $-0.37 | ||
| Q1 25 | $-0.15 | $1.23 | ||
| Q4 24 | $0.22 | $-0.58 | ||
| Q3 24 | $-0.19 | $-0.84 | ||
| Q2 24 | $0.29 | $-0.37 | ||
| Q1 24 | $-0.13 | $-0.33 |
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 | $84.6M | $113.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $143.7M |
| 总资产 | $6.5B | $190.1M |
| 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KREFMASS
| Q4 25 | $84.6M | $113.0M | ||
| Q3 25 | $204.1M | $112.1M | ||
| Q2 25 | $107.7M | $118.6M | ||
| Q1 25 | $106.4M | $124.3M | ||
| Q4 24 | $104.9M | $69.6M | ||
| Q3 24 | $108.8M | $71.7M | ||
| Q2 24 | $107.2M | $77.4M | ||
| Q1 24 | $106.5M | $134.2M |
股东权益KREFMASS
| Q4 25 | $1.2B | $143.7M | ||
| Q3 25 | $1.2B | $136.3M | ||
| Q2 25 | $1.2B | $148.8M | ||
| Q1 25 | $1.3B | $159.4M | ||
| Q4 24 | $1.3B | $114.6M | ||
| Q3 24 | $1.4B | $131.0M | ||
| Q2 24 | $1.4B | $156.4M | ||
| Q1 24 | $1.4B | $156.9M |
总资产KREFMASS
| Q4 25 | $6.5B | $190.1M | ||
| Q3 25 | $6.5B | $190.9M | ||
| Q2 25 | $6.8B | $191.7M | ||
| Q1 25 | $6.6B | $196.0M | ||
| Q4 24 | $6.4B | $159.5M | ||
| Q3 24 | $6.8B | $178.3M | ||
| Q2 24 | $7.1B | $208.8M | ||
| Q1 24 | $7.3B | $189.8M |
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 | $72.3M | $1.3M |
| 自由现金流经营现金流 - 资本支出 | — | $1.3M |
| 自由现金流率自由现金流/营收 | — | 7.6% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 现金转化率经营现金流/净利润 | — | 0.32× |
| 过去12个月自由现金流最近4个季度 | — | $-24.7M |
8季度趋势，按日历期对齐
经营现金流KREFMASS
| Q4 25 | $72.3M | $1.3M | ||
| Q3 25 | $18.5M | $-4.2M | ||
| Q2 25 | $21.1M | $-5.8M | ||
| Q1 25 | $15.9M | $-15.0M | ||
| Q4 24 | $132.6M | $-2.2M | ||
| Q3 24 | $49.1M | $-5.6M | ||
| Q2 24 | $30.6M | $-13.0M | ||
| Q1 24 | $34.5M | $-9.4M |
自由现金流KREFMASS
| Q4 25 | — | $1.3M | ||
| Q3 25 | — | $-4.9M | ||
| Q2 25 | — | $-5.9M | ||
| Q1 25 | — | $-15.2M | ||
| Q4 24 | — | $-2.4M | ||
| Q3 24 | — | $-5.8M | ||
| Q2 24 | — | $-13.7M | ||
| Q1 24 | — | $-10.3M |
自由现金流率KREFMASS
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | -34.9% | ||
| Q2 25 | — | -45.3% | ||
| Q1 25 | — | -128.9% | ||
| Q4 24 | — | -17.0% | ||
| Q3 24 | — | -39.7% | ||
| Q2 24 | — | -119.4% | ||
| Q1 24 | — | -138.2% |
资本支出强度KREFMASS
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 4.9% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 5.6% | ||
| Q1 24 | — | 12.2% |
现金转化率KREFMASS
| Q4 25 | — | 0.32× | ||
| Q3 25 | 1.34× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -0.34× | ||
| Q4 24 | 6.54× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.19× | — | ||
| Q1 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
KREF
暂无分部数据
MASS
| Products | $14.3M | 82% |
| Services | $3.0M | 18% |
