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Millrose Properties, Inc.（MRP）与Urban Edge Properties（UE）财务数据对比。点击上方公司名可切换其他公司
Millrose Properties, Inc.的季度营收约是Urban Edge Properties的1.6倍（$189.5M vs $119.6M）。Millrose Properties, Inc.净利率更高（64.5% vs 10.4%，领先54.1%）
Millrose Properties, Inc.是一家总部位于美国的房地产企业，主要从事创收型多户住宅资产的收购、持有、运营与管理业务，核心市场覆盖美国中大西洋及东南部区域，同时也为选定的第三方物业所有者提供专业物业管理服务。
Urban Edge Properties是一家上市房地产投资信托，主要在美国人口密集的城市及郊区市场持有、运营和开发优质零售及混合用途物业，投资组合涵盖生鲜超市锚定的购物中心、生活类商业网点等面向本地社区的资产。
MRP vs UE — 直观对比
营收规模更大
MRP
是对方的1.6倍
$119.6M
净利率更高
MRP
高出54.1%
10.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $189.5M | $119.6M |
| 净利润 | $122.2M | $12.4M |
| 毛利率 | — | — |
| 营业利润率 | 84.8% | 11.3% |
| 净利率 | 64.5% | 10.4% |
| 营收同比 | — | 2.7% |
| 净利润同比 | 285.8% | -58.8% |
| 每股收益（稀释后） | $0.74 | $0.09 |
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MRPUE
| Q4 25 | $189.5M | $119.6M | ||
| Q3 25 | $179.3M | $120.1M | ||
| Q2 25 | $149.0M | $114.1M | ||
| Q1 25 | $82.7M | $118.2M | ||
| Q4 24 | — | $116.4M | ||
| Q3 24 | — | $112.4M | ||
| Q2 24 | — | $106.5M | ||
| Q1 24 | — | $109.6M |
净利润MRPUE
| Q4 25 | $122.2M | $12.4M | ||
| Q3 25 | $105.1M | $14.9M | ||
| Q2 25 | $112.8M | $58.0M | ||
| Q1 25 | $39.8M | $8.2M | ||
| Q4 24 | — | $30.1M | ||
| Q3 24 | — | $9.1M | ||
| Q2 24 | — | $30.8M | ||
| Q1 24 | — | $2.6M |
营业利润率MRPUE
| Q4 25 | 84.8% | 11.3% | ||
| Q3 25 | 85.3% | 13.4% | ||
| Q2 25 | 85.1% | 53.9% | ||
| Q1 25 | 55.2% | 7.6% | ||
| Q4 24 | — | 27.6% | ||
| Q3 24 | — | 8.9% | ||
| Q2 24 | — | 30.6% | ||
| Q1 24 | — | 2.8% |
净利率MRPUE
| Q4 25 | 64.5% | 10.4% | ||
| Q3 25 | 58.6% | 12.4% | ||
| Q2 25 | 75.7% | 50.8% | ||
| Q1 25 | 48.1% | 6.9% | ||
| Q4 24 | — | 25.9% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | — | 28.9% | ||
| Q1 24 | — | 2.4% |
每股收益（稀释后）MRPUE
| Q4 25 | $0.74 | $0.09 | ||
| Q3 25 | $0.63 | $0.12 | ||
| Q2 25 | $0.68 | $0.46 | ||
| Q1 25 | $0.39 | $0.07 | ||
| Q4 24 | — | $0.25 | ||
| Q3 24 | — | $0.07 | ||
| Q2 24 | — | $0.26 | ||
| Q1 24 | — | $0.02 |
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 | $35.0M | $48.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.9B | $1.4B |
| 总资产 | $9.3B | $3.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资MRPUE
| Q4 25 | $35.0M | $48.9M | ||
| Q3 25 | $242.6M | $77.8M | ||
| Q2 25 | $66.6M | $53.0M | ||
| Q1 25 | $89.5M | $48.0M | ||
| Q4 24 | — | $41.4M | ||
| Q3 24 | — | $67.9M | ||
| Q2 24 | — | $78.6M | ||
| Q1 24 | — | $67.3M |
股东权益MRPUE
| Q4 25 | $5.9B | $1.4B | ||
| Q3 25 | $5.9B | $1.4B | ||
| Q2 25 | $5.9B | $1.4B | ||
| Q1 25 | $5.9B | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B | ||
| Q1 24 | — | $1.2B |
总资产MRPUE
| Q4 25 | $9.3B | $3.3B | ||
| Q3 25 | $9.0B | $3.3B | ||
| Q2 25 | $8.0B | $3.3B | ||
| Q1 25 | $7.2B | $3.3B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | — | $3.2B | ||
| Q1 24 | — | $3.2B |
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 | $3.4B | $51.0M |
| 自由现金流经营现金流 - 资本支出 | — | $24.2M |
| 自由现金流率自由现金流/营收 | — | 20.2% |
| 资本支出强度资本支出/营收 | — | 22.4% |
| 现金转化率经营现金流/净利润 | 27.97× | 4.10× |
| 过去12个月自由现金流最近4个季度 | — | $81.8M |
8季度趋势，按日历期对齐
经营现金流MRPUE
| Q4 25 | $3.4B | $51.0M | ||
| Q3 25 | $123.1M | $55.7M | ||
| Q2 25 | $109.1M | $43.5M | ||
| Q1 25 | $21.3M | $32.6M | ||
| Q4 24 | — | $52.4M | ||
| Q3 24 | — | $36.6M | ||
| Q2 24 | — | $41.2M | ||
| Q1 24 | — | $22.9M |
自由现金流MRPUE
| Q4 25 | — | $24.2M | ||
| Q3 25 | — | $26.1M | ||
| Q2 25 | — | $19.6M | ||
| Q1 25 | — | $11.9M | ||
| Q4 24 | — | $7.8M | ||
| Q3 24 | — | $12.2M | ||
| Q2 24 | — | $19.9M | ||
| Q1 24 | — | $2.7M |
自由现金流率MRPUE
| Q4 25 | — | 20.2% | ||
| Q3 25 | — | 21.7% | ||
| Q2 25 | — | 17.2% | ||
| Q1 25 | — | 10.0% | ||
| Q4 24 | — | 6.7% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | — | 18.6% | ||
| Q1 24 | — | 2.5% |
资本支出强度MRPUE
| Q4 25 | — | 22.4% | ||
| Q3 25 | — | 24.6% | ||
| Q2 25 | — | 20.9% | ||
| Q1 25 | — | 17.5% | ||
| Q4 24 | — | 38.4% | ||
| Q3 24 | — | 21.7% | ||
| Q2 24 | — | 20.1% | ||
| Q1 24 | — | 18.4% |
现金转化率MRPUE
| Q4 25 | 27.97× | 4.10× | ||
| Q3 25 | 1.17× | 3.73× | ||
| Q2 25 | 0.97× | 0.75× | ||
| Q1 25 | 0.53× | 3.97× | ||
| Q4 24 | — | 1.74× | ||
| Q3 24 | — | 4.03× | ||
| Q2 24 | — | 1.34× | ||
| Q1 24 | — | 8.81× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
