vs
Liberty Broadband Corp（LBRDA）与STARWOOD PROPERTY TRUST, INC.（STWD）财务数据对比。点击上方公司名可切换其他公司
STARWOOD PROPERTY TRUST, INC.的季度营收约是Liberty Broadband Corp的1.9倍（$492.9M vs $261.0M），Liberty Broadband Corp净利率更高（146.7% vs 19.7%，领先127.1%），STARWOOD PROPERTY TRUST, INC.同比增速更快（8.5% vs 6.1%），过去两年Liberty Broadband Corp的营收复合增速更高（4.3% vs -2.9%）
本公司是一家覆盖英、荷、美三地的跨国电信企业，注册地为百慕大，在伦敦、阿姆斯特丹、丹佛设有总部，旗下拥有多家对应司法辖区的运营主体，其中英国主体为公开上市实体，2005年由自由媒体国际业务板块与UnitedGlobalCom合并成立。
喜达屋酒店及度假村国际集团是全球规模最大的酒店企业之一，业务涵盖酒店、度假村、水疗中心、住宅及度假产权物业的持有、运营、特许经营与管理。集团前身为1969年成立的房地产投资信托基金，1995年完成收购重组，旗下共11个品牌，管理及特许经营的物业共计1297处。
LBRDA vs STWD — 直观对比
营收规模更大
STWD
是对方的1.9倍
$261.0M
营收增速更快
STWD
高出2.4%
6.1%
净利率更高
LBRDA
高出127.1%
19.7%
两年增速更快
LBRDA
近两年复合增速
-2.9%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $261.0M | $492.9M |
| 净利润 | $383.0M | $96.9M |
| 毛利率 | — | — |
| 营业利润率 | 15.7% | 26.6% |
| 净利率 | 146.7% | 19.7% |
| 营收同比 | 6.1% | 8.5% |
| 净利润同比 | 96.4% | 87.7% |
| 每股收益（稀释后） | $2.68 | $0.25 |
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LBRDASTWD
| Q4 25 | — | $492.9M | ||
| Q3 25 | — | $488.9M | ||
| Q2 25 | $261.0M | $444.3M | ||
| Q1 25 | $266.0M | $418.2M | ||
| Q4 24 | $263.0M | $454.4M | ||
| Q3 24 | $262.0M | $479.5M | ||
| Q2 24 | $246.0M | $489.8M | ||
| Q1 24 | $245.0M | $523.1M |
净利润LBRDASTWD
| Q4 25 | — | $96.9M | ||
| Q3 25 | — | $72.6M | ||
| Q2 25 | $383.0M | $129.8M | ||
| Q1 25 | $268.0M | $112.3M | ||
| Q4 24 | $291.0M | $51.6M | ||
| Q3 24 | $142.0M | $76.1M | ||
| Q2 24 | $195.0M | $77.9M | ||
| Q1 24 | $241.0M | $154.3M |
营业利润率LBRDASTWD
| Q4 25 | — | 26.6% | ||
| Q3 25 | — | 19.1% | ||
| Q2 25 | 15.7% | 30.5% | ||
| Q1 25 | 16.2% | 28.7% | ||
| Q4 24 | 4.9% | 15.1% | ||
| Q3 24 | 11.5% | 17.2% | ||
| Q2 24 | 8.5% | 19.1% | ||
| Q1 24 | 11.4% | 30.8% |
净利率LBRDASTWD
| Q4 25 | — | 19.7% | ||
| Q3 25 | — | 14.8% | ||
| Q2 25 | 146.7% | 29.2% | ||
| Q1 25 | 100.8% | 26.8% | ||
| Q4 24 | 110.6% | 11.4% | ||
| Q3 24 | 54.2% | 15.9% | ||
| Q2 24 | 79.3% | 15.9% | ||
| Q1 24 | 98.4% | 29.5% |
每股收益（稀释后）LBRDASTWD
| Q4 25 | — | $0.25 | ||
| Q3 25 | — | $0.19 | ||
| Q2 25 | $2.68 | $0.38 | ||
| Q1 25 | $1.87 | $0.33 | ||
| Q4 24 | $2.04 | $0.15 | ||
| Q3 24 | $0.99 | $0.23 | ||
| Q2 24 | $1.36 | $0.24 | ||
| Q1 24 | $1.69 | $0.48 |
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 | $180.0M | $499.5M |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $10.4B | $6.8B |
| 总资产 | $16.6B | $63.2B |
| 负债/权益比越低杠杆越低 | 0.30× | — |
8季度趋势，按日历期对齐
现金及短期投资LBRDASTWD
| Q4 25 | — | $499.5M | ||
| Q3 25 | — | $301.1M | ||
| Q2 25 | $180.0M | $259.9M | ||
| Q1 25 | $226.0M | $440.6M | ||
| Q4 24 | $163.0M | $377.8M | ||
| Q3 24 | $168.0M | $357.9M | ||
| Q2 24 | $73.0M | $259.3M | ||
| Q1 24 | $108.0M | $327.4M |
总债务LBRDASTWD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.6B | — | ||
| Q1 24 | $3.6B | — |
股东权益LBRDASTWD
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $6.9B | ||
| Q2 25 | $10.4B | $6.4B | ||
| Q1 25 | $10.1B | $6.4B | ||
| Q4 24 | $9.8B | $6.4B | ||
| Q3 24 | $9.5B | $6.5B | ||
| Q2 24 | $9.3B | $6.2B | ||
| Q1 24 | $9.1B | $6.3B |
总资产LBRDASTWD
| Q4 25 | — | $63.2B | ||
| Q3 25 | — | $62.4B | ||
| Q2 25 | $16.6B | $62.4B | ||
| Q1 25 | $17.0B | $62.2B | ||
| Q4 24 | $16.7B | $62.6B | ||
| Q3 24 | $16.3B | $64.2B | ||
| Q2 24 | $16.0B | $64.1B | ||
| Q1 24 | $15.7B | $66.2B |
负债/权益比LBRDASTWD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | 0.38× | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.39× | — | ||
| Q1 24 | 0.40× | — |
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 | $91.0M | $488.8M |
| 自由现金流经营现金流 - 资本支出 | $37.0M | — |
| 自由现金流率自由现金流/营收 | 14.2% | — |
| 资本支出强度资本支出/营收 | 20.7% | — |
| 现金转化率经营现金流/净利润 | 0.24× | 5.04× |
| 过去12个月自由现金流最近4个季度 | $-49.0M | — |
8季度趋势，按日历期对齐
经营现金流LBRDASTWD
| Q4 25 | — | $488.8M | ||
| Q3 25 | — | $337.6M | ||
| Q2 25 | $91.0M | $-87.4M | ||
| Q1 25 | $78.0M | $238.9M | ||
| Q4 24 | $1.0M | $295.6M | ||
| Q3 24 | $24.0M | $241.8M | ||
| Q2 24 | $27.0M | $53.3M | ||
| Q1 24 | $52.0M | $55.9M |
自由现金流LBRDASTWD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $37.0M | — | ||
| Q1 25 | $13.0M | — | ||
| Q4 24 | $-63.0M | — | ||
| Q3 24 | $-36.0M | — | ||
| Q2 24 | $-35.0M | — | ||
| Q1 24 | $-9.0M | — |
自由现金流率LBRDASTWD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 14.2% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | -24.0% | — | ||
| Q3 24 | -13.7% | — | ||
| Q2 24 | -14.2% | — | ||
| Q1 24 | -3.7% | — |
资本支出强度LBRDASTWD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 20.7% | — | ||
| Q1 25 | 24.4% | — | ||
| Q4 24 | 24.3% | — | ||
| Q3 24 | 22.9% | — | ||
| Q2 24 | 25.2% | — | ||
| Q1 24 | 24.9% | — |
现金转化率LBRDASTWD
| Q4 25 | — | 5.04× | ||
| Q3 25 | — | 4.65× | ||
| Q2 25 | 0.24× | -0.67× | ||
| Q1 25 | 0.29× | 2.13× | ||
| Q4 24 | 0.00× | 5.72× | ||
| Q3 24 | 0.17× | 3.18× | ||
| Q2 24 | 0.14× | 0.68× | ||
| Q1 24 | 0.22× | 0.36× |
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
LBRDA
暂无分部数据
STWD
| Commercial And Residential Lending Segment | $335.2M | 68% |
| Infrastructure Lending Segment | $70.3M | 14% |
| Property Segment | $57.8M | 12% |
| Other | $29.7M | 6% |
