vs
KKR Real Estate Finance Trust Inc.（KREF）与SYNCHRONOSS TECHNOLOGIES INC（SNCR）财务数据对比。点击上方公司名可切换其他公司
SYNCHRONOSS TECHNOLOGIES INC的季度营收约是KKR Real Estate Finance Trust Inc.的1.6倍（$42.0M vs $25.8M），SYNCHRONOSS TECHNOLOGIES INC净利率更高（13.8% vs -101.7%，领先115.6%），SYNCHRONOSS TECHNOLOGIES INC同比增速更快（-2.2% vs -26.6%），过去两年SYNCHRONOSS TECHNOLOGIES INC的营收复合增速更高（0.7% 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。
Synchronoss Technologies Inc是一家面向全球电信运营商及各行业企业客户，提供云原生数字化转型、用户管理、消息通讯解决方案的科技企业，核心业务覆盖物联网服务赋能、连接入网支持等，市场遍及北美、欧洲及亚太地区。
KREF vs SNCR — 直观对比
营收规模更大
SNCR
是对方的1.6倍
$25.8M
营收增速更快
SNCR
高出24.4%
-26.6%
净利率更高
SNCR
高出115.6%
-101.7%
两年增速更快
SNCR
近两年复合增速
-18.8%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $25.8M | $42.0M |
| 净利润 | $-26.2M | $5.8M |
| 毛利率 | — | 79.4% |
| 营业利润率 | -105.1% | 14.0% |
| 净利率 | -101.7% | 13.8% |
| 营收同比 | -26.6% | -2.2% |
| 净利润同比 | -229.6% | 201.7% |
| 每股收益（稀释后） | $-0.49 | $0.51 |
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KREFSNCR
| Q4 25 | $25.8M | — | ||
| Q3 25 | $25.3M | $42.0M | ||
| Q2 25 | $30.2M | $42.5M | ||
| Q1 25 | $31.3M | $42.2M | ||
| Q4 24 | $35.1M | $44.2M | ||
| Q3 24 | $37.0M | $43.0M | ||
| Q2 24 | $40.4M | $43.5M | ||
| Q1 24 | $39.1M | $43.0M |
净利润KREFSNCR
| Q4 25 | $-26.2M | — | ||
| Q3 25 | $13.8M | $5.8M | ||
| Q2 25 | $-29.7M | $-19.6M | ||
| Q1 25 | $-4.9M | $-3.8M | ||
| Q4 24 | $20.3M | $7.9M | ||
| Q3 24 | $-7.4M | $-5.7M | ||
| Q2 24 | $25.8M | $-494.0K | ||
| Q1 24 | $-3.1M | $4.5M |
毛利率KREFSNCR
| Q4 25 | — | — | ||
| Q3 25 | — | 79.4% | ||
| Q2 25 | — | 79.0% | ||
| Q1 25 | — | 79.4% | ||
| Q4 24 | — | 78.6% | ||
| Q3 24 | — | 79.1% | ||
| Q2 24 | — | 76.1% | ||
| Q1 24 | — | 76.2% |
营业利润率KREFSNCR
| Q4 25 | -105.1% | — | ||
| Q3 25 | 50.4% | 14.0% | ||
| Q2 25 | -101.3% | 16.1% | ||
| Q1 25 | -18.3% | 19.5% | ||
| Q4 24 | 55.8% | 16.5% | ||
| Q3 24 | -19.6% | 12.8% | ||
| Q2 24 | 63.3% | 9.9% | ||
| Q1 24 | -8.7% | 10.7% |
净利率KREFSNCR
| Q4 25 | -101.7% | — | ||
| Q3 25 | 54.4% | 13.8% | ||
| Q2 25 | -98.5% | -46.1% | ||
| Q1 25 | -15.5% | -9.0% | ||
| Q4 24 | 57.7% | 17.8% | ||
| Q3 24 | -20.0% | -13.3% | ||
| Q2 24 | 63.9% | -1.1% | ||
| Q1 24 | -7.9% | 10.4% |
每股收益（稀释后）KREFSNCR
| Q4 25 | $-0.49 | — | ||
| Q3 25 | $0.12 | $0.51 | ||
| Q2 25 | $-0.53 | $-1.87 | ||
| Q1 25 | $-0.15 | $-0.37 | ||
| Q4 24 | $0.22 | $0.75 | ||
| Q3 24 | $-0.19 | $-0.56 | ||
| Q2 24 | $0.29 | $0.01 | ||
| Q1 24 | $-0.13 | $0.23 |
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 | $34.8M |
| 总债务越低越好 | — | $163.2M |
| 股东权益账面价值 | $1.2B | $55.4M |
| 总资产 | $6.5B | $278.2M |
| 负债/权益比越低杠杆越低 | — | 2.95× |
8季度趋势，按日历期对齐
现金及短期投资KREFSNCR
| Q4 25 | $84.6M | — | ||
| Q3 25 | $204.1M | $34.8M | ||
| Q2 25 | $107.7M | $24.6M | ||
| Q1 25 | $106.4M | $29.1M | ||
| Q4 24 | $104.9M | $33.4M | ||
| Q3 24 | $108.8M | $25.2M | ||
| Q2 24 | $107.2M | $23.6M | ||
| Q1 24 | $106.5M | $19.1M |
总债务KREFSNCR
| Q4 25 | — | — | ||
| Q3 25 | — | $163.2M | ||
| Q2 25 | — | $186.2M | ||
| Q1 25 | — | $187.0M | ||
| Q4 24 | — | $186.7M | ||
| Q3 24 | — | $186.4M | ||
| Q2 24 | — | $186.2M | ||
| Q1 24 | — | $136.6M |
股东权益KREFSNCR
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | $55.4M | ||
| Q2 25 | $1.2B | $49.4M | ||
| Q1 25 | $1.3B | $35.4M | ||
| Q4 24 | $1.3B | $29.8M | ||
| Q3 24 | $1.4B | $35.3M | ||
| Q2 24 | $1.4B | $30.6M | ||
| Q1 24 | $1.4B | $24.0M |
总资产KREFSNCR
| Q4 25 | $6.5B | — | ||
| Q3 25 | $6.5B | $278.2M | ||
| Q2 25 | $6.8B | $291.4M | ||
| Q1 25 | $6.6B | $293.3M | ||
| Q4 24 | $6.4B | $293.8M | ||
| Q3 24 | $6.8B | $299.7M | ||
| Q2 24 | $7.1B | $295.7M | ||
| Q1 24 | $7.3B | $298.5M |
负债/权益比KREFSNCR
| Q4 25 | — | — | ||
| Q3 25 | — | 2.95× | ||
| Q2 25 | — | 3.77× | ||
| Q1 25 | — | 5.28× | ||
| Q4 24 | — | 6.27× | ||
| Q3 24 | — | 5.28× | ||
| Q2 24 | — | 6.08× | ||
| Q1 24 | — | 5.70× |
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 | $39.4M |
| 自由现金流经营现金流 - 资本支出 | — | $39.0M |
| 自由现金流率自由现金流/营收 | — | 92.9% |
| 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 | — | 6.77× |
| 过去12个月自由现金流最近4个季度 | — | $53.1M |
8季度趋势，按日历期对齐
经营现金流KREFSNCR
| Q4 25 | $72.3M | — | ||
| Q3 25 | $18.5M | $39.4M | ||
| Q2 25 | $21.1M | $2.3M | ||
| Q1 25 | $15.9M | $293.0K | ||
| Q4 24 | $132.6M | $13.1M | ||
| Q3 24 | $49.1M | $3.4M | ||
| Q2 24 | $30.6M | $11.3M | ||
| Q1 24 | $34.5M | $527.0K |
自由现金流KREFSNCR
| Q4 25 | — | — | ||
| Q3 25 | — | $39.0M | ||
| Q2 25 | — | $2.0M | ||
| Q1 25 | — | $-31.0K | ||
| Q4 24 | — | $12.2M | ||
| Q3 24 | — | $3.2M | ||
| Q2 24 | — | $10.9M | ||
| Q1 24 | — | $10.0K |
自由现金流率KREFSNCR
| Q4 25 | — | — | ||
| Q3 25 | — | 92.9% | ||
| Q2 25 | — | 4.6% | ||
| Q1 25 | — | -0.1% | ||
| Q4 24 | — | 27.6% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 25.2% | ||
| Q1 24 | — | 0.0% |
资本支出强度KREFSNCR
| Q4 25 | — | — | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 1.2% |
现金转化率KREFSNCR
| Q4 25 | — | — | ||
| Q3 25 | 1.34× | 6.77× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 6.54× | 1.66× | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.19× | — | ||
| Q1 24 | — | 0.12× |
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
SNCR
| Subscription Services | $39.4M | 94% |
| Professional Services | $2.6M | 6% |
