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NEWMARK GROUP, INC.(NMRK)与Real Brokerage Inc(REAX)财务数据对比。点击上方公司名可切换其他公司
NEWMARK GROUP, INC.的季度营收约是Real Brokerage Inc的1.5倍($859.5M vs $568.5M)。NEWMARK GROUP, INC.净利率更高(7.9% vs -0.1%,领先8.0%)。Real Brokerage Inc同比增速更快(52.6% vs 18.1%)。NEWMARK GROUP, INC.自由现金流更多($608.8M vs $8.4M)
纽马克集团是一家总部位于纽约的全球性商业地产咨询及服务企业,旗下业务以Newmark品牌开展,在纳斯达克全球精选市场上市,股票代码为NMRK,为全球客户提供商业地产领域的多元专业服务。
该企业是美国房产服务企业,主营房产经纪业务运营与品牌特许经营,业务覆盖房产中介、 relocation服务、产权服务、保险及结算服务,旗下拥有Better Homes and Gardens Real Estate、21世纪不动产、Coldwell Banker、Corcoran Group、ERA房地产以及苏富比国际地产等多个知名品牌,2026年被Compass, Inc.收购。
NMRK vs REAX — 直观对比
营收规模更大
NMRK
是对方的1.5倍
$568.5M
营收增速更快
REAX
高出34.5%
18.1%
净利率更高
NMRK
高出8.0%
-0.1%
自由现金流更多
NMRK
多$600.4M
$8.4M
损益表 — Q4 2025 vs Q3 2025
| 指标 | ||
|---|---|---|
| 营收 | $859.5M | $568.5M |
| 净利润 | $68.0M | $-447.0K |
| 毛利率 | — | 7.9% |
| 营业利润率 | 14.4% | -0.1% |
| 净利率 | 7.9% | -0.1% |
| 营收同比 | 18.1% | 52.6% |
| 净利润同比 | 49.7% | 82.7% |
| 每股收益(稀释后) | $0.37 | $0.00 |
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
NMRK
REAX
| Q4 25 | $859.5M | — | ||
| Q3 25 | $715.0M | $568.5M | ||
| Q2 25 | $639.6M | $540.7M | ||
| Q1 25 | $556.2M | $354.0M | ||
| Q4 24 | $727.5M | — | ||
| Q3 24 | $568.0M | $372.5M | ||
| Q2 24 | $527.3M | — | ||
| Q1 24 | $450.2M | $200.7M |
净利润
NMRK
REAX
| Q4 25 | $68.0M | — | ||
| Q3 25 | $46.2M | $-447.0K | ||
| Q2 25 | $20.8M | $1.5M | ||
| Q1 25 | $-8.8M | $-5.0M | ||
| Q4 24 | $45.4M | — | ||
| Q3 24 | $17.8M | $-2.6M | ||
| Q2 24 | $14.3M | — | ||
| Q1 24 | $-16.3M | $-16.1M |
毛利率
NMRK
REAX
| Q4 25 | — | — | ||
| Q3 25 | — | 7.9% | ||
| Q2 25 | — | 8.9% | ||
| Q1 25 | — | 9.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 8.6% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 10.3% |
营业利润率
NMRK
REAX
| Q4 25 | 14.4% | — | ||
| Q3 25 | 11.9% | -0.1% | ||
| Q2 25 | 6.7% | 0.3% | ||
| Q1 25 | -3.1% | -1.5% | ||
| Q4 24 | 14.3% | — | ||
| Q3 24 | 7.2% | -0.7% | ||
| Q2 24 | 7.7% | — | ||
| Q1 24 | -5.0% | -7.8% |
净利率
NMRK
REAX
| Q4 25 | 7.9% | — | ||
| Q3 25 | 6.5% | -0.1% | ||
| Q2 25 | 3.3% | 0.3% | ||
| Q1 25 | -1.6% | -1.4% | ||
| Q4 24 | 6.2% | — | ||
| Q3 24 | 3.1% | -0.7% | ||
| Q2 24 | 2.7% | — | ||
| Q1 24 | -3.6% | -8.0% |
每股收益(稀释后)
NMRK
REAX
| Q4 25 | $0.37 | — | ||
| Q3 25 | $0.25 | $0.00 | ||
| Q2 25 | $0.11 | $0.01 | ||
| Q1 25 | $-0.05 | $-0.02 | ||
| Q4 24 | $0.25 | — | ||
| Q3 24 | $0.10 | $-0.01 | ||
| Q2 24 | $0.08 | — | ||
| Q1 24 | $-0.09 | $-0.09 |
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 | $229.1M | $38.7M |
| 总债务越低越好 | $671.7M | — |
| 股东权益账面价值 | $1.5B | $53.6M |
| 总资产 | $5.0B | $145.2M |
| 负债/权益比越低杠杆越低 | 0.46× | — |
8季度趋势,按日历期对齐
现金及短期投资
NMRK
REAX
| Q4 25 | $229.1M | — | ||
| Q3 25 | $224.1M | $38.7M | ||
| Q2 25 | $195.8M | $49.7M | ||
| Q1 25 | $157.1M | $24.7M | ||
| Q4 24 | $197.7M | — | ||
| Q3 24 | $178.6M | $22.6M | ||
| Q2 24 | $176.4M | — | ||
| Q1 24 | $140.9M | $20.1M |
总债务
NMRK
REAX
| Q4 25 | $671.7M | — | ||
| Q3 25 | $746.5M | — | ||
| Q2 25 | $871.2M | — | ||
| Q1 25 | $770.9M | — | ||
| Q4 24 | $670.7M | — | ||
| Q3 24 | $770.4M | — | ||
| Q2 24 | $745.2M | — | ||
| Q1 24 | $670.2M | — |
股东权益
NMRK
REAX
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.4B | $53.6M | ||
| Q2 25 | $1.3B | $49.2M | ||
| Q1 25 | $1.3B | $32.8M | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | $29.8M | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.2B | $25.6M |
总资产
NMRK
REAX
| Q4 25 | $5.0B | — | ||
| Q3 25 | $5.5B | $145.2M | ||
| Q2 25 | $5.4B | $149.4M | ||
| Q1 25 | $4.8B | $100.5M | ||
| Q4 24 | $4.7B | — | ||
| Q3 24 | $5.0B | $102.5M | ||
| Q2 24 | $4.8B | — | ||
| Q1 24 | $4.4B | — |
负债/权益比
NMRK
REAX
| Q4 25 | 0.46× | — | ||
| Q3 25 | 0.55× | — | ||
| Q2 25 | 0.68× | — | ||
| Q1 25 | 0.58× | — | ||
| Q4 24 | 0.56× | — | ||
| Q3 24 | 0.66× | — | ||
| Q2 24 | 0.62× | — | ||
| Q1 24 | 0.54× | — |
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 | $618.5M | $8.8M |
| 自由现金流经营现金流 - 资本支出 | $608.8M | $8.4M |
| 自由现金流率自由现金流/营收 | 70.8% | 1.5% |
| 资本支出强度资本支出/营收 | 1.1% | 0.1% |
| 现金转化率经营现金流/净利润 | 9.10× | — |
| 过去12个月自由现金流最近4个季度 | $142.6M | $71.7M |
8季度趋势,按日历期对齐
经营现金流
NMRK
REAX
| Q4 25 | $618.5M | — | ||
| Q3 25 | $112.6M | $8.8M | ||
| Q2 25 | $-379.7M | $41.0M | ||
| Q1 25 | $-179.4M | $15.9M | ||
| Q4 24 | $402.6M | — | ||
| Q3 24 | $-85.2M | $7.2M | ||
| Q2 24 | $-258.5M | — | ||
| Q1 24 | $-68.8M | $21.5M |
自由现金流
NMRK
REAX
| Q4 25 | $608.8M | — | ||
| Q3 25 | $104.9M | $8.4M | ||
| Q2 25 | $-386.2M | $40.8M | ||
| Q1 25 | $-184.8M | $15.7M | ||
| Q4 24 | $396.6M | — | ||
| Q3 24 | $-94.4M | $6.8M | ||
| Q2 24 | $-267.8M | — | ||
| Q1 24 | $-75.8M | $21.4M |
自由现金流率
NMRK
REAX
| Q4 25 | 70.8% | — | ||
| Q3 25 | 14.7% | 1.5% | ||
| Q2 25 | -60.4% | 7.5% | ||
| Q1 25 | -33.2% | 4.4% | ||
| Q4 24 | 54.5% | — | ||
| Q3 24 | -16.6% | 1.8% | ||
| Q2 24 | -50.8% | — | ||
| Q1 24 | -16.8% | 10.7% |
资本支出强度
NMRK
REAX
| Q4 25 | 1.1% | — | ||
| Q3 25 | 1.1% | 0.1% | ||
| Q2 25 | 1.0% | 0.0% | ||
| Q1 25 | 1.0% | 0.1% | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 1.6% | 0.1% | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | 1.6% | 0.0% |
现金转化率
NMRK
REAX
| Q4 25 | 9.10× | — | ||
| Q3 25 | 2.44× | — | ||
| Q2 25 | -18.24× | 27.13× | ||
| Q1 25 | — | — | ||
| Q4 24 | 8.86× | — | ||
| Q3 24 | -4.79× | — | ||
| Q2 24 | -18.10× | — | ||
| Q1 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
NMRK
| Management Services | $263.1M | 31% |
| Investment Advice | $200.1M | 23% |
| Mortgage Brokerage And Debt Placement | $83.1M | 10% |
| Servicing Fees And Other | $80.7M | 9% |
| GB | $69.0M | 8% |
| Other Geographical Areas | $63.6M | 7% |
| Servicing | $36.2M | 4% |
| Other | $34.2M | 4% |
| Loan Originations Related Fees And Sales Premiums Net | $29.6M | 3% |
REAX
暂无分部数据