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MARCUS CORP（MCS）与VIRTUS INVESTMENT PARTNERS, INC.（VRTS）财务数据对比。点击上方公司名可切换其他公司
VIRTUS INVESTMENT PARTNERS, INC.的季度营收约是MARCUS CORP的1.0倍（$199.5M vs $193.5M），MARCUS CORP同比增速更快（2.8% vs -4.1%），过去两年MARCUS CORP的营收复合增速更高（18.2% vs -5.7%）
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。
Virtus Investment Partners是一家美国多管理人资产管理企业，旗下汇集多家具备独立投资流程与自有品牌的关联投资管理人，同时也提供非关联子投资顾问服务，为客户提供多元化的资产管理解决方案。
MCS vs VRTS — 直观对比
营收规模更大
VRTS
是对方的1.0倍
$193.5M
营收增速更快
MCS
高出6.8%
-4.1%
两年增速更快
MCS
近两年复合增速
-5.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $193.5M | $199.5M |
| 净利润 | — | $7.1M |
| 毛利率 | — | — |
| 营业利润率 | 0.9% | 7.7% |
| 净利率 | — | 3.6% |
| 营收同比 | 2.8% | -4.1% |
| 净利润同比 | — | -78.1% |
| 每股收益（稀释后） | — | $1.05 |
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MCSVRTS
| Q1 26 | — | $199.5M | ||
| Q4 25 | $193.5M | $208.0M | ||
| Q3 25 | $210.2M | $216.4M | ||
| Q2 25 | $206.0M | $210.5M | ||
| Q1 25 | $148.8M | $217.9M | ||
| Q4 24 | $188.3M | $233.5M | ||
| Q3 24 | $232.7M | $227.0M | ||
| Q2 24 | $176.0M | $224.4M |
净利润MCSVRTS
| Q1 26 | — | $7.1M | ||
| Q4 25 | — | $33.9M | ||
| Q3 25 | $16.2M | $31.3M | ||
| Q2 25 | $7.3M | $42.7M | ||
| Q1 25 | $-16.8M | $28.1M | ||
| Q4 24 | $986.0K | $39.5M | ||
| Q3 24 | $23.3M | $49.1M | ||
| Q2 24 | $-20.2M | $26.0M |
营业利润率MCSVRTS
| Q1 26 | — | 7.7% | ||
| Q4 25 | 0.9% | 19.1% | ||
| Q3 25 | 10.8% | 21.7% | ||
| Q2 25 | 6.3% | 21.5% | ||
| Q1 25 | -13.7% | 16.8% | ||
| Q4 24 | -1.2% | 21.7% | ||
| Q3 24 | 14.1% | 24.3% | ||
| Q2 24 | 1.3% | 19.7% |
净利率MCSVRTS
| Q1 26 | — | 3.6% | ||
| Q4 25 | — | 16.3% | ||
| Q3 25 | 7.7% | 14.5% | ||
| Q2 25 | 3.6% | 20.3% | ||
| Q1 25 | -11.3% | 12.9% | ||
| Q4 24 | 0.5% | 16.9% | ||
| Q3 24 | 10.0% | 21.6% | ||
| Q2 24 | -11.5% | 11.6% |
每股收益（稀释后）MCSVRTS
| Q1 26 | — | $1.05 | ||
| Q4 25 | — | $5.15 | ||
| Q3 25 | — | $4.65 | ||
| Q2 25 | — | $6.12 | ||
| Q1 25 | — | $4.05 | ||
| Q4 24 | — | $4.65 | ||
| Q3 24 | — | $5.71 | ||
| Q2 24 | — | $2.43 |
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 | $136.6M |
| 总债务越低越好 | $159.0M | — |
| 股东权益账面价值 | $457.4M | $93.6B |
| 总资产 | $1.0B | — |
| 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MCSVRTS
| Q1 26 | — | $136.6M | ||
| Q4 25 | $23.4M | — | ||
| Q3 25 | $7.4M | — | ||
| Q2 25 | $14.9M | — | ||
| Q1 25 | $11.9M | — | ||
| Q4 24 | $40.8M | — | ||
| Q3 24 | $28.4M | — | ||
| Q2 24 | $32.8M | — |
总债务MCSVRTS
| Q1 26 | — | — | ||
| Q4 25 | $159.0M | $390.0M | ||
| Q3 25 | $162.0M | $390.6M | ||
| Q2 25 | $179.9M | $231.3M | ||
| Q1 25 | $198.9M | $231.7M | ||
| Q4 24 | $159.1M | $232.1M | ||
| Q3 24 | $173.1M | $237.5M | ||
| Q2 24 | $175.7M | $247.6M |
股东权益MCSVRTS
| Q1 26 | — | $93.6B | ||
| Q4 25 | $457.4M | $934.0M | ||
| Q3 25 | $454.3M | $918.7M | ||
| Q2 25 | $448.4M | $896.4M | ||
| Q1 25 | $441.8M | $893.7M | ||
| Q4 24 | $464.9M | $897.5M | ||
| Q3 24 | $462.3M | $889.0M | ||
| Q2 24 | $449.4M | $868.7M |
总资产MCSVRTS
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $4.3B | ||
| Q3 25 | $1.0B | $3.9B | ||
| Q2 25 | $1.0B | $3.7B | ||
| Q1 25 | $1.0B | $3.7B | ||
| Q4 24 | $1.0B | $4.0B | ||
| Q3 24 | $1.0B | $3.6B | ||
| Q2 24 | $1.1B | $3.6B |
负债/权益比MCSVRTS
| Q1 26 | — | — | ||
| Q4 25 | 0.35× | 0.42× | ||
| Q3 25 | 0.36× | 0.43× | ||
| Q2 25 | 0.40× | 0.26× | ||
| Q1 25 | 0.45× | 0.26× | ||
| Q4 24 | 0.34× | 0.26× | ||
| Q3 24 | 0.37× | 0.27× | ||
| Q2 24 | 0.39× | 0.29× |
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MCSVRTS
| Q1 26 | — | — | ||
| Q4 25 | $48.8M | $-67.2M | ||
| Q3 25 | $39.1M | $108.3M | ||
| Q2 25 | $31.6M | $75.8M | ||
| Q1 25 | $-35.3M | $-3.8M | ||
| Q4 24 | $52.6M | $1.8M | ||
| Q3 24 | $30.5M | $69.1M | ||
| Q2 24 | $36.0M | $70.0M |
自由现金流MCSVRTS
| Q1 26 | — | — | ||
| Q4 25 | $26.4M | $-74.1M | ||
| Q3 25 | $18.2M | $106.9M | ||
| Q2 25 | $14.7M | $74.2M | ||
| Q1 25 | $-58.3M | $-6.8M | ||
| Q4 24 | $27.1M | $-3.8M | ||
| Q3 24 | $12.0M | $68.7M | ||
| Q2 24 | $16.1M | $68.6M |
自由现金流率MCSVRTS
| Q1 26 | — | — | ||
| Q4 25 | 13.6% | -35.6% | ||
| Q3 25 | 8.7% | 49.4% | ||
| Q2 25 | 7.1% | 35.2% | ||
| Q1 25 | -39.2% | -3.1% | ||
| Q4 24 | 14.4% | -1.6% | ||
| Q3 24 | 5.2% | 30.3% | ||
| Q2 24 | 9.2% | 30.6% |
资本支出强度MCSVRTS
| Q1 26 | — | — | ||
| Q4 25 | 11.6% | 3.3% | ||
| Q3 25 | 9.9% | 0.7% | ||
| Q2 25 | 8.2% | 0.7% | ||
| Q1 25 | 15.5% | 1.4% | ||
| Q4 24 | 13.5% | 2.4% | ||
| Q3 24 | 7.9% | 0.2% | ||
| Q2 24 | 11.3% | 0.6% |
现金转化率MCSVRTS
| Q1 26 | — | — | ||
| Q4 25 | — | -1.99× | ||
| Q3 25 | 2.41× | 3.45× | ||
| Q2 25 | 4.32× | 1.77× | ||
| Q1 25 | — | -0.13× | ||
| Q4 24 | 53.31× | 0.04× | ||
| Q3 24 | 1.31× | 1.41× | ||
| Q2 24 | — | 2.69× |
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% |
VRTS
| Investment management fees | $169.1M | 85% |
| Administration and shareholder service fees | $17.3M | 9% |
| Distribution and service fees | $11.6M | 6% |
