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MP Materials Corp.（MP）与Strawberry Fields REIT, Inc.（STRW）财务数据对比。点击上方公司名可切换其他公司
MP Materials Corp.的季度营收约是Strawberry Fields REIT, Inc.的2.3倍（$90.6M vs $40.1M），Strawberry Fields REIT, Inc.净利率更高（5.0% vs -8.8%，领先13.8%），MP Materials Corp.同比增速更快（49.1% vs 31.5%），过去两年MP Materials Corp.的营收复合增速更高（70.3% vs 20.0%）
MP Materials Corp.是总部位于美国的稀土材料生产商，拥有并运营加利福尼亚州芒廷帕斯矿，这是西半球唯一在产的稀土开采及加工设施，所产核心材料可广泛应用于电动汽车、风力发电机、国防工业等多个关键领域。
Strawberry Fields REIT, Inc.是一家专注于医疗类不动产的房地产投资信托，核心资产包含专业护理机构、老年生活社区及医疗办公大楼，业务主要覆盖美国各地市场，为医疗服务商及养老运营主体提供物业支持。
MP vs STRW — 直观对比
营收规模更大
MP
是对方的2.3倍
$40.1M
营收增速更快
MP
高出17.6%
31.5%
净利率更高
STRW
高出13.8%
-8.8%
两年增速更快
MP
近两年复合增速
20.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.6M | $40.1M |
| 净利润 | $-8.0M | $2.0M |
| 毛利率 | — | — |
| 营业利润率 | — | 52.4% |
| 净利率 | -8.8% | 5.0% |
| 营收同比 | 49.1% | 31.5% |
| 净利润同比 | 64.8% | 37.6% |
| 每股收益（稀释后） | $-0.04 | $0.15 |
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MPSTRW
| Q1 26 | $90.6M | — | ||
| Q4 25 | $52.7M | $40.1M | ||
| Q3 25 | $53.6M | $39.7M | ||
| Q2 25 | $57.4M | $37.9M | ||
| Q1 25 | $60.8M | $37.3M | ||
| Q4 24 | $61.0M | $30.5M | ||
| Q3 24 | $62.9M | $29.5M | ||
| Q2 24 | $31.3M | $29.3M |
净利润MPSTRW
| Q1 26 | $-8.0M | — | ||
| Q4 25 | $9.4M | $2.0M | ||
| Q3 25 | $-41.8M | $2.0M | ||
| Q2 25 | $-30.9M | $2.0M | ||
| Q1 25 | $-22.6M | $1.6M | ||
| Q4 24 | $-22.3M | $1.5M | ||
| Q3 24 | $-25.5M | $944.0K | ||
| Q2 24 | $-34.1M | $938.0K |
营业利润率MPSTRW
| Q1 26 | — | — | ||
| Q4 25 | -7.0% | 52.4% | ||
| Q3 25 | -125.2% | 56.6% | ||
| Q2 25 | -76.5% | 54.5% | ||
| Q1 25 | -57.2% | 54.1% | ||
| Q4 24 | -72.1% | 51.5% | ||
| Q3 24 | -62.8% | 54.4% | ||
| Q2 24 | -171.1% | 52.3% |
净利率MPSTRW
| Q1 26 | -8.8% | — | ||
| Q4 25 | 17.9% | 5.0% | ||
| Q3 25 | -78.0% | 5.1% | ||
| Q2 25 | -53.8% | 5.2% | ||
| Q1 25 | -37.2% | 4.2% | ||
| Q4 24 | -36.6% | 4.8% | ||
| Q3 24 | -40.5% | 3.2% | ||
| Q2 24 | -108.9% | 3.2% |
每股收益（稀释后）MPSTRW
| Q1 26 | $-0.04 | — | ||
| Q4 25 | $0.07 | $0.15 | ||
| Q3 25 | $-0.24 | $0.16 | ||
| Q2 25 | $-0.19 | $0.16 | ||
| Q1 25 | $-0.14 | $0.13 | ||
| Q4 24 | $-0.12 | $0.17 | ||
| Q3 24 | $-0.16 | $0.14 | ||
| Q2 24 | $-0.21 | $0.14 |
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 | $1.7B | $31.8M |
| 总债务越低越好 | $1.0B | $794.7M |
| 股东权益账面价值 | $2.0B | $12.1M |
| 总资产 | $3.8B | $885.2M |
| 负债/权益比越低杠杆越低 | 0.51× | 65.64× |
8季度趋势，按日历期对齐
现金及短期投资MPSTRW
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.2B | $31.8M | ||
| Q3 25 | $1.1B | $19.8M | ||
| Q2 25 | $261.5M | $96.3M | ||
| Q1 25 | $198.3M | $42.3M | ||
| Q4 24 | $282.4M | $48.4M | ||
| Q3 24 | $284.4M | $29.3M | ||
| Q2 24 | $295.6M | $16.1M |
总债务MPSTRW
| Q1 26 | $1.0B | — | ||
| Q4 25 | $998.7M | $794.7M | ||
| Q3 25 | $997.3M | $779.4M | ||
| Q2 25 | $910.8M | $794.1M | ||
| Q1 25 | $909.8M | $715.5M | ||
| Q4 24 | $908.7M | $673.9M | ||
| Q3 24 | — | $584.5M | ||
| Q2 24 | — | $555.0M |
股东权益MPSTRW
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $12.1M | ||
| Q3 25 | $2.0B | $14.2M | ||
| Q2 25 | $1.0B | $15.5M | ||
| Q1 25 | $1.0B | $19.6M | ||
| Q4 24 | $1.1B | $18.2M | ||
| Q3 24 | $1.1B | $12.6M | ||
| Q2 24 | $1.1B | $7.4M |
总资产MPSTRW
| Q1 26 | $3.8B | — | ||
| Q4 25 | $3.9B | $885.2M | ||
| Q3 25 | $3.8B | $880.6M | ||
| Q2 25 | $2.3B | $897.3M | ||
| Q1 25 | $2.4B | $834.8M | ||
| Q4 24 | $2.3B | $787.6M | ||
| Q3 24 | $2.3B | $661.5M | ||
| Q2 24 | $2.4B | $635.9M |
负债/权益比MPSTRW
| Q1 26 | 0.51× | — | ||
| Q4 25 | 0.50× | 65.64× | ||
| Q3 25 | 0.51× | 54.70× | ||
| Q2 25 | 0.90× | 51.26× | ||
| Q1 25 | 0.88× | 36.47× | ||
| Q4 24 | 0.86× | 37.09× | ||
| Q3 24 | — | 46.34× | ||
| Q2 24 | — | 74.61× |
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 | $-1.9M | $90.0M |
| 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 | — | 44.62× |
| 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MPSTRW
| Q1 26 | $-1.9M | — | ||
| Q4 25 | $-46.9M | $90.0M | ||
| Q3 25 | $-42.0M | $20.7M | ||
| Q2 25 | $-3.7M | $29.8M | ||
| Q1 25 | $-63.2M | $19.0M | ||
| Q4 24 | $30.5M | $59.3M | ||
| Q3 24 | $-6.8M | $11.8M | ||
| Q2 24 | $30.8M | $20.6M |
自由现金流MPSTRW
| Q1 26 | — | — | ||
| Q4 25 | $-109.3M | — | ||
| Q3 25 | $-92.5M | — | ||
| Q2 25 | $-32.7M | — | ||
| Q1 25 | $-93.7M | — | ||
| Q4 24 | $-11.2M | — | ||
| Q3 24 | $-53.3M | — | ||
| Q2 24 | $-15.6M | — |
自由现金流率MPSTRW
| Q1 26 | — | — | ||
| Q4 25 | -207.4% | — | ||
| Q3 25 | -172.8% | — | ||
| Q2 25 | -56.9% | — | ||
| Q1 25 | -154.0% | — | ||
| Q4 24 | -18.3% | — | ||
| Q3 24 | -84.7% | — | ||
| Q2 24 | -50.1% | — |
资本支出强度MPSTRW
| Q1 26 | — | — | ||
| Q4 25 | 118.5% | — | ||
| Q3 25 | 94.3% | — | ||
| Q2 25 | 50.5% | — | ||
| Q1 25 | 50.1% | — | ||
| Q4 24 | 68.3% | — | ||
| Q3 24 | 73.8% | — | ||
| Q2 24 | 148.7% | — |
现金转化率MPSTRW
| Q1 26 | — | — | ||
| Q4 25 | -4.97× | 44.62× | ||
| Q3 25 | — | 10.26× | ||
| Q2 25 | — | 15.24× | ||
| Q1 25 | — | 11.97× | ||
| Q4 24 | — | 40.44× | ||
| Q3 24 | — | 12.53× | ||
| Q2 24 | — | 21.93× |
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
MP
| Materials Segment | $72.2M | 80% |
| Magnetics Segment | $21.1M | 23% |
STRW
暂无分部数据
