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MARCUS CORP（MCS）与National Storage Affiliates Trust（NSA）财务数据对比。点击上方公司名可切换其他公司
MARCUS CORP的季度营收约是National Storage Affiliates Trust的1.0倍（$193.5M vs $187.0M），MARCUS CORP同比增速更快（2.8% vs -1.6%），National Storage Affiliates Trust自由现金流更多（$299.8M vs $26.4M），过去两年MARCUS CORP的营收复合增速更高（18.2% vs -2.4%）
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。
National Storage Affiliates Trust是一家总部位于美国的房地产投资信托，专注于自助仓储资产，在美国数十个州持有、运营及收购自助仓储设施，为居民和商业客户提供安全的存储服务。
MCS vs NSA — 直观对比
营收规模更大
MCS
是对方的1.0倍
$187.0M
营收增速更快
MCS
高出4.4%
-1.6%
自由现金流更多
NSA
多$273.4M
$26.4M
两年增速更快
MCS
近两年复合增速
-2.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $193.5M | $187.0M |
| 净利润 | — | $22.9M |
| 毛利率 | — | 72.5% |
| 营业利润率 | 0.9% | 20.2% |
| 净利率 | — | 12.2% |
| 营收同比 | 2.8% | -1.6% |
| 净利润同比 | — | 36.8% |
| 每股收益（稀释后） | — | $0.23 |
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MCSNSA
| Q4 25 | $193.5M | $187.0M | ||
| Q3 25 | $210.2M | $188.7M | ||
| Q2 25 | $206.0M | $188.8M | ||
| Q1 25 | $148.8M | $188.4M | ||
| Q4 24 | $188.3M | $190.1M | ||
| Q3 24 | $232.7M | $193.6M | ||
| Q2 24 | $176.0M | $190.4M | ||
| Q1 24 | $138.5M | $196.1M |
净利润MCSNSA
| Q4 25 | — | $22.9M | ||
| Q3 25 | $16.2M | $18.4M | ||
| Q2 25 | $7.3M | $19.5M | ||
| Q1 25 | $-16.8M | $13.0M | ||
| Q4 24 | $986.0K | $16.7M | ||
| Q3 24 | $23.3M | $18.7M | ||
| Q2 24 | $-20.2M | $17.1M | ||
| Q1 24 | $-11.9M | $59.0M |
毛利率MCSNSA
| Q4 25 | — | 72.5% | ||
| Q3 25 | — | 70.7% | ||
| Q2 25 | — | 70.5% | ||
| Q1 25 | — | 70.7% | ||
| Q4 24 | — | 72.5% | ||
| Q3 24 | — | 72.8% | ||
| Q2 24 | — | 72.6% | ||
| Q1 24 | — | 72.1% |
营业利润率MCSNSA
| Q4 25 | 0.9% | 20.2% | ||
| Q3 25 | 10.8% | 15.8% | ||
| Q2 25 | 6.3% | 16.5% | ||
| Q1 25 | -13.7% | 11.0% | ||
| Q4 24 | -1.2% | 14.5% | ||
| Q3 24 | 14.1% | 15.8% | ||
| Q2 24 | 1.3% | 17.2% | ||
| Q1 24 | -12.0% | 48.9% |
净利率MCSNSA
| Q4 25 | — | 12.2% | ||
| Q3 25 | 7.7% | 9.8% | ||
| Q2 25 | 3.6% | 10.3% | ||
| Q1 25 | -11.3% | 6.9% | ||
| Q4 24 | 0.5% | 8.8% | ||
| Q3 24 | 10.0% | 9.7% | ||
| Q2 24 | -11.5% | 9.0% | ||
| Q1 24 | -8.6% | 30.1% |
每股收益（稀释后）MCSNSA
| Q4 25 | — | $0.23 | ||
| Q3 25 | — | $0.17 | ||
| Q2 25 | — | $0.19 | ||
| Q1 25 | — | $0.10 | ||
| Q4 24 | — | $0.19 | ||
| Q3 24 | — | $0.18 | ||
| Q2 24 | — | $0.16 | ||
| Q1 24 | — | $0.65 |
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 | $23.3M |
| 总债务越低越好 | $159.0M | — |
| 股东权益账面价值 | $457.4M | $946.0M |
| 总资产 | $1.0B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.35× | — |
8季度趋势，按日历期对齐
现金及短期投资MCSNSA
| Q4 25 | $23.4M | $23.3M | ||
| Q3 25 | $7.4M | $26.3M | ||
| Q2 25 | $14.9M | $26.1M | ||
| Q1 25 | $11.9M | $19.3M | ||
| Q4 24 | $40.8M | $50.4M | ||
| Q3 24 | $28.4M | $69.9M | ||
| Q2 24 | $32.8M | $59.0M | ||
| Q1 24 | $17.3M | $64.2M |
总债务MCSNSA
| Q4 25 | $159.0M | — | ||
| Q3 25 | $162.0M | — | ||
| Q2 25 | $179.9M | — | ||
| Q1 25 | $198.9M | — | ||
| Q4 24 | $159.1M | — | ||
| Q3 24 | $173.1M | — | ||
| Q2 24 | $175.7M | — | ||
| Q1 24 | $169.8M | — |
股东权益MCSNSA
| Q4 25 | $457.4M | $946.0M | ||
| Q3 25 | $454.3M | $973.1M | ||
| Q2 25 | $448.4M | $1.0B | ||
| Q1 25 | $441.8M | $1.0B | ||
| Q4 24 | $464.9M | $1.1B | ||
| Q3 24 | $462.3M | $986.9M | ||
| Q2 24 | $449.4M | $1.2B | ||
| Q1 24 | $459.3M | $1.3B |
总资产MCSNSA
| Q4 25 | $1.0B | $5.1B | ||
| Q3 25 | $1.0B | $5.1B | ||
| Q2 25 | $1.0B | $5.2B | ||
| Q1 25 | $1.0B | $5.3B | ||
| Q4 24 | $1.0B | $5.4B | ||
| Q3 24 | $1.0B | $5.4B | ||
| Q2 24 | $1.1B | $5.3B | ||
| Q1 24 | $1.0B | $5.4B |
负债/权益比MCSNSA
| Q4 25 | 0.35× | — | ||
| Q3 25 | 0.36× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.45× | — | ||
| Q4 24 | 0.34× | — | ||
| Q3 24 | 0.37× | — | ||
| Q2 24 | 0.39× | — | ||
| Q1 24 | 0.37× | — |
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 | $338.5M |
| 自由现金流经营现金流 - 资本支出 | $26.4M | $299.8M |
| 自由现金流率自由现金流/营收 | 13.6% | 160.3% |
| 资本支出强度资本支出/营收 | 11.6% | 20.7% |
| 现金转化率经营现金流/净利润 | — | 14.79× |
| 过去12个月自由现金流最近4个季度 | $989.0K | $541.5M |
8季度趋势，按日历期对齐
经营现金流MCSNSA
| Q4 25 | $48.8M | $338.5M | ||
| Q3 25 | $39.1M | $100.2M | ||
| Q2 25 | $31.6M | $79.9M | ||
| Q1 25 | $-35.3M | $85.6M | ||
| Q4 24 | $52.6M | $363.1M | ||
| Q3 24 | $30.5M | $105.7M | ||
| Q2 24 | $36.0M | $83.2M | ||
| Q1 24 | $-15.1M | $94.0M |
自由现金流MCSNSA
| Q4 25 | $26.4M | $299.8M | ||
| Q3 25 | $18.2M | $88.0M | ||
| Q2 25 | $14.7M | $73.8M | ||
| Q1 25 | $-58.3M | $79.9M | ||
| Q4 24 | $27.1M | $344.4M | ||
| Q3 24 | $12.0M | $101.8M | ||
| Q2 24 | $16.1M | $79.5M | ||
| Q1 24 | $-30.5M | $88.6M |
自由现金流率MCSNSA
| Q4 25 | 13.6% | 160.3% | ||
| Q3 25 | 8.7% | 46.6% | ||
| Q2 25 | 7.1% | 39.1% | ||
| Q1 25 | -39.2% | 42.4% | ||
| Q4 24 | 14.4% | 181.2% | ||
| Q3 24 | 5.2% | 52.6% | ||
| Q2 24 | 9.2% | 41.7% | ||
| Q1 24 | -22.0% | 45.2% |
资本支出强度MCSNSA
| Q4 25 | 11.6% | 20.7% | ||
| Q3 25 | 9.9% | 6.5% | ||
| Q2 25 | 8.2% | 3.2% | ||
| Q1 25 | 15.5% | 3.0% | ||
| Q4 24 | 13.5% | 9.8% | ||
| Q3 24 | 7.9% | 2.0% | ||
| Q2 24 | 11.3% | 1.9% | ||
| Q1 24 | 11.1% | 2.7% |
现金转化率MCSNSA
| Q4 25 | — | 14.79× | ||
| Q3 25 | 2.41× | 5.44× | ||
| Q2 25 | 4.32× | 4.10× | ||
| Q1 25 | — | 6.59× | ||
| Q4 24 | 53.31× | 21.70× | ||
| Q3 24 | 1.31× | 5.65× | ||
| Q2 24 | — | 4.88× | ||
| Q1 24 | — | 1.59× |
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% |
NSA
暂无分部数据
