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Masco(MAS)与WESTERN ALLIANCE BANCORPORATION(WAL)财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是WESTERN ALLIANCE BANCORPORATION的1.9倍($1.9B vs $1.0B),WESTERN ALLIANCE BANCORPORATION净利率更高(18.6% vs 11.9%,领先6.7%),WESTERN ALLIANCE BANCORPORATION同比增速更快(31.0% vs 6.5%),过去两年WESTERN ALLIANCE BANCORPORATION的营收复合增速更高(14.9% vs -4.2%)
美国家居建材企业Masco主营家装及新建住宅市场相关产品,旗下拥有20余家子公司,在全球运营近80座生产工厂,其中美国本土近60座,海外地区超20座。公司1969年于纽交所挂牌上市,后实现快速增长,成功跻身美国财富500强榜单。
Western Alliance Bancorporation是总部位于美国菲尼克斯的区域性银行控股公司,长期深耕美国本土区域金融服务市场,目前已跻身美国最大银行行列,在福布斯发布的美国最佳银行榜单中排名第97位。
MAS vs WAL — 直观对比
营收规模更大
MAS
是对方的1.9倍
$1.0B
营收增速更快
WAL
高出24.5%
6.5%
净利率更高
WAL
高出6.7%
11.9%
两年增速更快
WAL
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.9B | $1.0B |
| 净利润 | $228.0M | $189.2M |
| 毛利率 | 35.8% | — |
| 营业利润率 | 16.5% | — |
| 净利率 | 11.9% | 18.6% |
| 营收同比 | 6.5% | 31.0% |
| 净利润同比 | 14.5% | -5.0% |
| 每股收益(稀释后) | — | $1.65 |
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
MAS
WAL
| Q1 26 | $1.9B | $1.0B | ||
| Q4 25 | $1.8B | $980.9M | ||
| Q3 25 | $1.9B | $938.2M | ||
| Q2 25 | $2.1B | $845.9M | ||
| Q1 25 | $1.8B | $778.0M | ||
| Q4 24 | $1.8B | $838.4M | ||
| Q3 24 | $2.0B | $823.1M | ||
| Q2 24 | $2.1B | $771.8M |
净利润
MAS
WAL
| Q1 26 | $228.0M | $189.2M | ||
| Q4 25 | $165.0M | $286.1M | ||
| Q3 25 | $189.0M | $253.4M | ||
| Q2 25 | $270.0M | $230.4M | ||
| Q1 25 | $186.0M | $199.1M | ||
| Q4 24 | $182.0M | $216.9M | ||
| Q3 24 | $167.0M | $199.8M | ||
| Q2 24 | $258.0M | $193.6M |
毛利率
MAS
WAL
| Q1 26 | 35.8% | — | ||
| Q4 25 | 33.9% | — | ||
| Q3 25 | 34.2% | — | ||
| Q2 25 | 37.6% | — | ||
| Q1 25 | 35.8% | — | ||
| Q4 24 | 34.8% | — | ||
| Q3 24 | 36.6% | — | ||
| Q2 24 | 37.5% | — |
营业利润率
MAS
WAL
| Q1 26 | 16.5% | — | ||
| Q4 25 | 13.8% | 36.3% | ||
| Q3 25 | 15.8% | 33.4% | ||
| Q2 25 | 20.1% | 34.4% | ||
| Q1 25 | 15.9% | 31.7% | ||
| Q4 24 | 15.9% | 30.9% | ||
| Q3 24 | 18.0% | 30.6% | ||
| Q2 24 | 19.0% | 32.1% |
净利率
MAS
WAL
| Q1 26 | 11.9% | 18.6% | ||
| Q4 25 | 9.2% | 29.2% | ||
| Q3 25 | 9.9% | 27.0% | ||
| Q2 25 | 13.2% | 27.2% | ||
| Q1 25 | 10.3% | 25.6% | ||
| Q4 24 | 10.0% | 25.9% | ||
| Q3 24 | 8.4% | 24.3% | ||
| Q2 24 | 12.3% | 25.1% |
每股收益(稀释后)
MAS
WAL
| Q1 26 | — | $1.65 | ||
| Q4 25 | $0.81 | $2.59 | ||
| Q3 25 | $0.90 | $2.28 | ||
| Q2 25 | $1.28 | $2.07 | ||
| Q1 25 | $0.87 | $1.79 | ||
| Q4 24 | $0.85 | $1.94 | ||
| Q3 24 | $0.77 | $1.80 | ||
| Q2 24 | $1.17 | $1.75 |
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 | — | — |
| 总债务越低越好 | $2.9B | $4.3B |
| 股东权益账面价值 | $27.0M | $7.9B |
| 总资产 | $5.2B | $98.9B |
| 负债/权益比越低杠杆越低 | 109.07× | 0.54× |
8季度趋势,按日历期对齐
现金及短期投资
MAS
WAL
| Q1 26 | — | — | ||
| Q4 25 | $647.0M | — | ||
| Q3 25 | $559.0M | — | ||
| Q2 25 | $390.0M | — | ||
| Q1 25 | $377.0M | — | ||
| Q4 24 | $634.0M | — | ||
| Q3 24 | $646.0M | — | ||
| Q2 24 | $398.0M | — |
总债务
MAS
WAL
| Q1 26 | $2.9B | $4.3B | ||
| Q4 25 | $2.9B | $1.4B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $2.9B | $2.4B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $436.0M |
股东权益
MAS
WAL
| Q1 26 | $27.0M | $7.9B | ||
| Q4 25 | $-185.0M | $7.7B | ||
| Q3 25 | $-78.0M | $7.4B | ||
| Q2 25 | $-84.0M | $7.1B | ||
| Q1 25 | $-254.0M | $6.9B | ||
| Q4 24 | $-279.0M | $6.7B | ||
| Q3 24 | $-88.0M | $6.7B | ||
| Q2 24 | $-26.0M | $6.3B |
总资产
MAS
WAL
| Q1 26 | $5.2B | $98.9B | ||
| Q4 25 | $5.2B | $92.8B | ||
| Q3 25 | $5.3B | $91.0B | ||
| Q2 25 | $5.3B | $86.7B | ||
| Q1 25 | $5.1B | $83.0B | ||
| Q4 24 | $5.0B | $80.9B | ||
| Q3 24 | $5.3B | $80.1B | ||
| Q2 24 | $5.4B | $80.6B |
负债/权益比
MAS
WAL
| Q1 26 | 109.07× | 0.54× | ||
| Q4 25 | — | 0.18× | ||
| Q3 25 | — | 0.39× | ||
| Q2 25 | — | 0.41× | ||
| Q1 25 | — | 0.23× | ||
| Q4 24 | — | 0.36× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.07× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图