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MARCUS CORP(MCS)与Porch Group, Inc.(PRCH)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Porch Group, Inc.的1.6倍($193.5M vs $121.1M),Porch Group, Inc.同比增速更快(100.0% vs 2.8%),过去两年Porch Group, Inc.的营收复合增速更高(26.4% vs 18.2%)
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。
Porch Group是一家面向屋主的家居改造服务平台,致力于连接屋主与当地的家居装修承包商。平台不仅提供超过160种家居装修项目的在线预约服务,还涵盖专业建议文章与装修成本指南,帮助屋主便捷规划各类家装工程。
MCS vs PRCH — 直观对比
营收规模更大
MCS
是对方的1.6倍
$121.1M
营收增速更快
PRCH
高出97.2%
2.8%
两年增速更快
PRCH
近两年复合增速
18.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $193.5M | $121.1M |
| 净利润 | — | $-4.7M |
| 毛利率 | — | 52.7% |
| 营业利润率 | 0.9% | 34.7% |
| 净利率 | — | -3.9% |
| 营收同比 | 2.8% | 100.0% |
| 净利润同比 | — | 2.0% |
| 每股收益(稀释后) | — | $-0.04 |
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
MCS
PRCH
| Q1 26 | — | $121.1M | ||
| Q4 25 | $193.5M | $112.3M | ||
| Q3 25 | $210.2M | $115.1M | ||
| Q2 25 | $206.0M | $107.0M | ||
| Q1 25 | $148.8M | $84.5M | ||
| Q4 24 | $188.3M | $75.3M | ||
| Q3 24 | $232.7M | $77.7M | ||
| Q2 24 | $176.0M | $75.9M |
净利润
MCS
PRCH
| Q1 26 | — | $-4.7M | ||
| Q4 25 | — | $-3.5M | ||
| Q3 25 | $16.2M | $-10.9M | ||
| Q2 25 | $7.3M | $2.6M | ||
| Q1 25 | $-16.8M | $8.4M | ||
| Q4 24 | $986.0K | $30.5M | ||
| Q3 24 | $23.3M | $14.4M | ||
| Q2 24 | $-20.2M | $-64.3M |
毛利率
MCS
PRCH
| Q1 26 | — | 52.7% | ||
| Q4 25 | — | 99.5% | ||
| Q3 25 | — | 75.6% | ||
| Q2 25 | — | 70.9% | ||
| Q1 25 | — | 77.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 79.4% | ||
| Q2 24 | — | 22.1% |
营业利润率
MCS
PRCH
| Q1 26 | — | 34.7% | ||
| Q4 25 | 0.9% | 14.7% | ||
| Q3 25 | 10.8% | 14.2% | ||
| Q2 25 | 6.3% | 4.7% | ||
| Q1 25 | -13.7% | -1.5% | ||
| Q4 24 | -1.2% | 33.3% | ||
| Q3 24 | 14.1% | -3.2% | ||
| Q2 24 | 1.3% | -69.2% |
净利率
MCS
PRCH
| Q1 26 | — | -3.9% | ||
| Q4 25 | — | -3.1% | ||
| Q3 25 | 7.7% | -9.4% | ||
| Q2 25 | 3.6% | 2.4% | ||
| Q1 25 | -11.3% | 9.9% | ||
| Q4 24 | 0.5% | 40.5% | ||
| Q3 24 | 10.0% | 18.5% | ||
| Q2 24 | -11.5% | -84.8% |
每股收益(稀释后)
MCS
PRCH
| Q1 26 | — | $-0.04 | ||
| Q4 25 | — | $0.00 | ||
| Q3 25 | — | $-0.10 | ||
| Q2 25 | — | $0.00 | ||
| Q1 25 | — | $0.07 | ||
| Q4 24 | — | $0.34 | ||
| Q3 24 | — | $0.12 | ||
| Q2 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 | $68.4M |
| 总债务越低越好 | $159.0M | $391.3M |
| 股东权益账面价值 | $457.4M | $26.3M |
| 总资产 | $1.0B | $806.6M |
| 负债/权益比越低杠杆越低 | 0.35× | 14.87× |
8季度趋势,按日历期对齐
现金及短期投资
MCS
PRCH
| Q1 26 | — | $68.4M | ||
| Q4 25 | $23.4M | $57.3M | ||
| Q3 25 | $7.4M | $85.0M | ||
| Q2 25 | $14.9M | $79.8M | ||
| Q1 25 | $11.9M | $70.4M | ||
| Q4 24 | $40.8M | $191.7M | ||
| Q3 24 | $28.4M | $238.6M | ||
| Q2 24 | $32.8M | $308.4M |
总债务
MCS
PRCH
| Q1 26 | — | $391.3M | ||
| Q4 25 | $159.0M | $392.8M | ||
| Q3 25 | $162.0M | $387.1M | ||
| Q2 25 | $179.9M | $394.1M | ||
| Q1 25 | $198.9M | $409.2M | ||
| Q4 24 | $159.1M | $403.9M | ||
| Q3 24 | $173.1M | $399.0M | ||
| Q2 24 | $175.7M | $436.8M |
股东权益
MCS
PRCH
| Q1 26 | — | $26.3M | ||
| Q4 25 | $457.4M | $-24.6M | ||
| Q3 25 | $454.3M | $-27.9M | ||
| Q2 25 | $448.4M | $-29.3M | ||
| Q1 25 | $441.8M | $-52.4M | ||
| Q4 24 | $464.9M | $-43.2M | ||
| Q3 24 | $462.3M | $-77.0M | ||
| Q2 24 | $449.4M | $-101.9M |
总资产
MCS
PRCH
| Q1 26 | — | $806.6M | ||
| Q4 25 | $1.0B | $797.4M | ||
| Q3 25 | $1.0B | $787.7M | ||
| Q2 25 | $1.0B | $770.7M | ||
| Q1 25 | $1.0B | $802.3M | ||
| Q4 24 | $1.0B | $814.0M | ||
| Q3 24 | $1.0B | $867.3M | ||
| Q2 24 | $1.1B | $876.1M |
负债/权益比
MCS
PRCH
| Q1 26 | — | 14.87× | ||
| 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× | — |
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 | — |
| 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 | — | — |
| 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
MCS
PRCH
| Q1 26 | — | — | ||
| Q4 25 | $48.8M | $1.2M | ||
| Q3 25 | $39.1M | $40.8M | ||
| Q2 25 | $31.6M | $35.6M | ||
| Q1 25 | $-35.3M | $-11.2M | ||
| Q4 24 | $52.6M | $-26.6M | ||
| Q3 24 | $30.5M | $12.4M | ||
| Q2 24 | $36.0M | $-26.0M |
自由现金流
MCS
PRCH
| Q1 26 | — | — | ||
| Q4 25 | $26.4M | $1.1M | ||
| Q3 25 | $18.2M | $40.7M | ||
| Q2 25 | $14.7M | $35.4M | ||
| Q1 25 | $-58.3M | $-11.2M | ||
| Q4 24 | $27.1M | $-26.8M | ||
| Q3 24 | $12.0M | $12.2M | ||
| Q2 24 | $16.1M | $-26.0M |
自由现金流率
MCS
PRCH
| Q1 26 | — | — | ||
| Q4 25 | 13.6% | 1.0% | ||
| Q3 25 | 8.7% | 35.4% | ||
| Q2 25 | 7.1% | 33.0% | ||
| Q1 25 | -39.2% | -13.3% | ||
| Q4 24 | 14.4% | -35.6% | ||
| Q3 24 | 5.2% | 15.7% | ||
| Q2 24 | 9.2% | -34.3% |
资本支出强度
MCS
PRCH
| Q1 26 | — | — | ||
| Q4 25 | 11.6% | 0.1% | ||
| Q3 25 | 9.9% | 0.1% | ||
| Q2 25 | 8.2% | 0.2% | ||
| Q1 25 | 15.5% | 0.1% | ||
| Q4 24 | 13.5% | 0.3% | ||
| Q3 24 | 7.9% | 0.3% | ||
| Q2 24 | 11.3% | 0.1% |
现金转化率
MCS
PRCH
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.41× | — | ||
| Q2 25 | 4.32× | 13.79× | ||
| Q1 25 | — | -1.33× | ||
| Q4 24 | 53.31× | -0.87× | ||
| Q3 24 | 1.31× | 0.86× | ||
| Q2 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% |
PRCH
暂无分部数据