vs
MODIV INDUSTRIAL, INC.（MDV）与SUN COMMUNITIES INC（SUI）财务数据对比。点击上方公司名可切换其他公司
SUN COMMUNITIES INC的季度营收约是MODIV INDUSTRIAL, INC.的63.0倍（$697.2M vs $11.1M）。MODIV INDUSTRIAL, INC.净利率更高（11.0% vs 1.7%，领先9.2%）。MODIV INDUSTRIAL, INC.同比增速更快（-5.6% vs -25.8%）。过去两年SUN COMMUNITIES INC的营收复合增速更高（-2.1% vs -3.8%）
MODIV INDUSTRIAL, INC.是一家总部位于美国的工业地产企业，主要收购、持有并运营北美核心物流集散枢纽的优质工业物业，服务电商履约、制造、第三方物流等领域的租户，满足现代供应链基础设施的增长需求。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
MDV vs SUI — 直观对比
营收规模更大
SUI
是对方的63.0倍
$11.1M
营收增速更快
MDV
高出20.2%
-25.8%
净利率更高
MDV
高出9.2%
1.7%
两年增速更快
SUI
近两年复合增速
-3.8%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $11.1M | $697.2M |
| 净利润 | $1.2M | $12.1M |
| 毛利率 | — | — |
| 营业利润率 | 45.8% | — |
| 净利率 | 11.0% | 1.7% |
| 营收同比 | -5.6% | -25.8% |
| 净利润同比 | -22.0% | -96.0% |
| 每股收益（稀释后） | $0.02 | $0.07 |
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MDVSUI
| Q4 25 | $11.1M | — | ||
| Q3 25 | $11.7M | $697.2M | ||
| Q2 25 | $11.8M | $623.5M | ||
| Q1 25 | $11.8M | $470.2M | ||
| Q4 24 | $11.7M | $745.9M | ||
| Q3 24 | $11.7M | $939.9M | ||
| Q2 24 | $11.4M | $864.0M | ||
| Q1 24 | $12.0M | $671.3M |
净利润MDVSUI
| Q4 25 | $1.2M | — | ||
| Q3 25 | $1.0M | $12.1M | ||
| Q2 25 | $-2.0M | $1.3B | ||
| Q1 25 | $829.0K | $-41.2M | ||
| Q4 24 | $1.6M | $-228.4M | ||
| Q3 24 | $-587.0K | $300.5M | ||
| Q2 24 | $1.3M | $56.7M | ||
| Q1 24 | $3.7M | $-25.2M |
营业利润率MDVSUI
| Q4 25 | 45.8% | — | ||
| Q3 25 | 41.4% | — | ||
| Q2 25 | 9.8% | — | ||
| Q1 25 | 40.2% | — | ||
| Q4 24 | 45.4% | — | ||
| Q3 24 | 42.0% | — | ||
| Q2 24 | 44.6% | — | ||
| Q1 24 | 55.6% | — |
净利率MDVSUI
| Q4 25 | 11.0% | — | ||
| Q3 25 | 9.0% | 1.7% | ||
| Q2 25 | -17.1% | 210.8% | ||
| Q1 25 | 7.0% | -8.8% | ||
| Q4 24 | 13.3% | -30.6% | ||
| Q3 24 | -5.0% | 32.0% | ||
| Q2 24 | 11.6% | 6.6% | ||
| Q1 24 | 31.1% | -3.8% |
每股收益（稀释后）MDVSUI
| Q4 25 | $0.02 | — | ||
| Q3 25 | $0.00 | $0.07 | ||
| Q2 25 | $-0.32 | $10.02 | ||
| Q1 25 | $-0.01 | $-0.34 | ||
| Q4 24 | $0.07 | $-1.80 | ||
| Q3 24 | $-0.18 | $2.31 | ||
| Q2 24 | $0.03 | $0.42 | ||
| Q1 24 | $0.33 | $-0.22 |
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 | $14.4M | $542.7M |
| 总债务越低越好 | $261.5M | — |
| 股东权益账面价值 | $162.7M | $7.0B |
| 总资产 | $476.5M | $12.8B |
| 负债/权益比越低杠杆越低 | 1.61× | — |
8季度趋势，按日历期对齐
现金及短期投资MDVSUI
| Q4 25 | $14.4M | — | ||
| Q3 25 | $8.3M | $542.7M | ||
| Q2 25 | $5.8M | $889.7M | ||
| Q1 25 | $6.2M | — | ||
| Q4 24 | $11.5M | $47.4M | ||
| Q3 24 | $6.8M | — | ||
| Q2 24 | $18.9M | — | ||
| Q1 24 | $18.4M | — |
总债务MDVSUI
| Q4 25 | $261.5M | — | ||
| Q3 25 | $279.7M | — | ||
| Q2 25 | $279.7M | — | ||
| Q1 25 | $279.7M | — | ||
| Q4 24 | $279.8M | $7.4B | ||
| Q3 24 | $279.7M | — | ||
| Q2 24 | $279.7M | — | ||
| Q1 24 | $279.6M | — |
股东权益MDVSUI
| Q4 25 | $162.7M | — | ||
| Q3 25 | $164.8M | $7.0B | ||
| Q2 25 | $165.6M | $7.4B | ||
| Q1 25 | $171.1M | $6.9B | ||
| Q4 24 | $190.1M | $7.1B | ||
| Q3 24 | $186.3M | $7.5B | ||
| Q2 24 | $187.0M | $6.9B | ||
| Q1 24 | $188.0M | $6.9B |
总资产MDVSUI
| Q4 25 | $476.5M | — | ||
| Q3 25 | $499.6M | $12.8B | ||
| Q2 25 | $498.9M | $13.4B | ||
| Q1 25 | $506.8M | $16.5B | ||
| Q4 24 | $507.8M | $16.5B | ||
| Q3 24 | $507.4M | $17.1B | ||
| Q2 24 | $519.5M | $17.0B | ||
| Q1 24 | $522.5M | $17.1B |
负债/权益比MDVSUI
| Q4 25 | 1.61× | — | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 1.69× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 1.47× | 1.04× | ||
| Q3 24 | 1.50× | — | ||
| Q2 24 | 1.50× | — | ||
| Q1 24 | 1.49× | — |
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 | $3.8M | $197.8M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 3.17× | 16.35× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流MDVSUI
| Q4 25 | $3.8M | — | ||
| Q3 25 | $4.1M | $197.8M | ||
| Q2 25 | $3.9M | $256.0M | ||
| Q1 25 | $3.0M | $243.9M | ||
| Q4 24 | $5.4M | $118.0M | ||
| Q3 24 | $5.1M | $189.2M | ||
| Q2 24 | $4.7M | $311.3M | ||
| Q1 24 | $3.0M | $242.5M |
现金转化率MDVSUI
| Q4 25 | 3.17× | — | ||
| Q3 25 | 3.95× | 16.35× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | 3.68× | — | ||
| Q4 24 | 3.47× | — | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | 3.55× | 5.49× | ||
| Q1 24 | 0.80× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
