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MARCUS CORP（MCS）与MEDICAL PROPERTIES TRUST INC（MPW）财务数据对比。点击上方公司名可切换其他公司
MEDICAL PROPERTIES TRUST INC的季度营收约是MARCUS CORP的1.4倍（$270.3M vs $193.5M），MEDICAL PROPERTIES TRUST INC同比增速更快（16.6% vs 2.8%），过去两年MARCUS CORP的营收复合增速更高（18.2% vs -0.2%）
马库斯公司是一家美国企业，主营商业地产领域相关服务，业务覆盖美国与加拿大，提供商业地产经纪、按揭经纪、行业研究以及咨询服务，首创了由单一经纪公司独家代理房源挂牌的行业模式，目前在美加两国设有超过80家办公室，拥有员工超1800名。
Medical Properties Trust, Inc.（MPT）是一家总部位于美国阿拉巴马州伯明翰的跨国房地产投资信托基金（REIT），主要在美欧地区收购、投资医疗保健设施与营利性医疗控股公司，资产收购多采用售后回租模式，原业主出售资产后成为其租户，租户通常需签署长期三净租赁协议。
MCS vs MPW — 直观对比
营收规模更大
MPW
是对方的1.4倍
$193.5M
营收增速更快
MPW
高出13.9%
2.8%
两年增速更快
MCS
近两年复合增速
-0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $193.5M | $270.3M |
| 净利润 | — | $17.6M |
| 毛利率 | — | 95.8% |
| 营业利润率 | 0.9% | 9.7% |
| 净利率 | — | 6.5% |
| 营收同比 | 2.8% | 16.6% |
| 净利润同比 | — | 104.3% |
| 每股收益（稀释后） | — | $0.03 |
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MCSMPW
| Q4 25 | $193.5M | $270.3M | ||
| Q3 25 | $210.2M | $237.5M | ||
| Q2 25 | $206.0M | $240.4M | ||
| Q1 25 | $148.8M | $223.8M | ||
| Q4 24 | $188.3M | $231.8M | ||
| Q3 24 | $232.7M | $225.8M | ||
| Q2 24 | $176.0M | $266.6M | ||
| Q1 24 | $138.5M | $271.3M |
净利润MCSMPW
| Q4 25 | — | $17.6M | ||
| Q3 25 | $16.2M | $-77.7M | ||
| Q2 25 | $7.3M | $-98.4M | ||
| Q1 25 | $-16.8M | $-118.3M | ||
| Q4 24 | $986.0K | $-412.3M | ||
| Q3 24 | $23.3M | $-801.2M | ||
| Q2 24 | $-20.2M | $-320.6M | ||
| Q1 24 | $-11.9M | $-875.6M |
毛利率MCSMPW
| Q4 25 | — | 95.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 91.8% | ||
| Q1 25 | — | 63.6% | ||
| Q4 24 | — | 90.9% | ||
| Q3 24 | — | 96.5% | ||
| Q2 24 | — | 98.4% | ||
| Q1 24 | — | 84.9% |
营业利润率MCSMPW
| Q4 25 | 0.9% | 9.7% | ||
| Q3 25 | 10.8% | -28.0% | ||
| Q2 25 | 6.3% | -36.7% | ||
| Q1 25 | -13.7% | -48.5% | ||
| Q4 24 | -1.2% | -173.7% | ||
| Q3 24 | 14.1% | -350.7% | ||
| Q2 24 | 1.3% | -114.5% | ||
| Q1 24 | -12.0% | -318.6% |
净利率MCSMPW
| Q4 25 | — | 6.5% | ||
| Q3 25 | 7.7% | -32.7% | ||
| Q2 25 | 3.6% | -40.9% | ||
| Q1 25 | -11.3% | -52.8% | ||
| Q4 24 | 0.5% | -177.8% | ||
| Q3 24 | 10.0% | -354.8% | ||
| Q2 24 | -11.5% | -120.3% | ||
| Q1 24 | -8.6% | -322.7% |
每股收益（稀释后）MCSMPW
| Q4 25 | — | $0.03 | ||
| Q3 25 | — | $-0.13 | ||
| Q2 25 | — | $-0.16 | ||
| Q1 25 | — | $-0.20 | ||
| Q4 24 | — | $-0.68 | ||
| Q3 24 | — | $-1.34 | ||
| Q2 24 | — | $-0.54 | ||
| Q1 24 | — | $-1.46 |
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 | $23.4M | $540.9M |
| 总债务越低越好 | $159.0M | $9.7B |
| 股东权益账面价值 | $457.4M | $4.6B |
| 总资产 | $1.0B | $15.0B |
| 负债/权益比越低杠杆越低 | 0.35× | 2.11× |
8季度趋势，按日历期对齐
现金及短期投资MCSMPW
| Q4 25 | $23.4M | $540.9M | ||
| Q3 25 | $7.4M | $396.6M | ||
| Q2 25 | $14.9M | $509.8M | ||
| Q1 25 | $11.9M | $673.5M | ||
| Q4 24 | $40.8M | $332.3M | ||
| Q3 24 | $28.4M | $275.6M | ||
| Q2 24 | $32.8M | $606.5M | ||
| Q1 24 | $17.3M | $224.3M |
总债务MCSMPW
| Q4 25 | $159.0M | $9.7B | ||
| Q3 25 | $162.0M | $9.6B | ||
| Q2 25 | $179.9M | $9.6B | ||
| Q1 25 | $198.9M | $9.5B | ||
| Q4 24 | $159.1M | $8.8B | ||
| Q3 24 | $173.1M | $9.2B | ||
| Q2 24 | $175.7M | $9.4B | ||
| Q1 24 | $169.8M | $10.1B |
股东权益MCSMPW
| Q4 25 | $457.4M | $4.6B | ||
| Q3 25 | $454.3M | $4.7B | ||
| Q2 25 | $448.4M | $4.8B | ||
| Q1 25 | $441.8M | $4.8B | ||
| Q4 24 | $464.9M | $4.8B | ||
| Q3 24 | $462.3M | $5.4B | ||
| Q2 24 | $449.4M | $6.2B | ||
| Q1 24 | $459.3M | $6.7B |
总资产MCSMPW
| Q4 25 | $1.0B | $15.0B | ||
| Q3 25 | $1.0B | $14.9B | ||
| Q2 25 | $1.0B | $15.2B | ||
| Q1 25 | $1.0B | $14.9B | ||
| Q4 24 | $1.0B | $14.3B | ||
| Q3 24 | $1.0B | $15.2B | ||
| Q2 24 | $1.1B | $16.2B | ||
| Q1 24 | $1.0B | $17.3B |
负债/权益比MCSMPW
| Q4 25 | 0.35× | 2.11× | ||
| Q3 25 | 0.36× | 2.06× | ||
| Q2 25 | 0.40× | 2.00× | ||
| Q1 25 | 0.45× | 1.99× | ||
| Q4 24 | 0.34× | 1.83× | ||
| Q3 24 | 0.37× | 1.69× | ||
| Q2 24 | 0.39× | 1.51× | ||
| Q1 24 | 0.37× | 1.51× |
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 | $48.8M | $230.8M |
| 自由现金流经营现金流 - 资本支出 | $26.4M | — |
| 自由现金流率自由现金流/营收 | 13.6% | — |
| 资本支出强度资本支出/营收 | 11.6% | — |
| 现金转化率经营现金流/净利润 | — | 13.11× |
| 过去12个月自由现金流最近4个季度 | $989.0K | — |
8季度趋势，按日历期对齐
经营现金流MCSMPW
| Q4 25 | $48.8M | $230.8M | ||
| Q3 25 | $39.1M | $18.6M | ||
| Q2 25 | $31.6M | $51.7M | ||
| Q1 25 | $-35.3M | $384.0K | ||
| Q4 24 | $52.6M | $245.5M | ||
| Q3 24 | $30.5M | $59.2M | ||
| Q2 24 | $36.0M | $35.3M | ||
| Q1 24 | $-15.1M | $74.3M |
自由现金流MCSMPW
| Q4 25 | $26.4M | — | ||
| Q3 25 | $18.2M | — | ||
| Q2 25 | $14.7M | — | ||
| Q1 25 | $-58.3M | — | ||
| Q4 24 | $27.1M | — | ||
| Q3 24 | $12.0M | — | ||
| Q2 24 | $16.1M | — | ||
| Q1 24 | $-30.5M | — |
自由现金流率MCSMPW
| Q4 25 | 13.6% | — | ||
| Q3 25 | 8.7% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | -39.2% | — | ||
| Q4 24 | 14.4% | — | ||
| Q3 24 | 5.2% | — | ||
| Q2 24 | 9.2% | — | ||
| Q1 24 | -22.0% | — |
资本支出强度MCSMPW
| Q4 25 | 11.6% | — | ||
| Q3 25 | 9.9% | — | ||
| Q2 25 | 8.2% | — | ||
| Q1 25 | 15.5% | — | ||
| Q4 24 | 13.5% | — | ||
| Q3 24 | 7.9% | — | ||
| Q2 24 | 11.3% | — | ||
| Q1 24 | 11.1% | — |
现金转化率MCSMPW
| Q4 25 | — | 13.11× | ||
| Q3 25 | 2.41× | — | ||
| Q2 25 | 4.32× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 53.31× | — | ||
| Q3 24 | 1.31× | — | ||
| 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
业务分部营收拆解
MCS
| Theatres | $123.1M | 64% |
| Concessions | $51.0M | 26% |
| Food And Beverage | $21.2M | 11% |
MPW
暂无分部数据
