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NNN REIT, INC.（NNN）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是NNN REIT, INC.的1.4倍（$324.4M vs $238.4M），NNN REIT, INC.净利率更高（40.2% vs 5.7%，领先34.5%），Revolve Group, Inc.同比增速更快（10.4% vs 9.1%），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 5.2%）
NNN REIT是一家专业房地产投资信托机构，主要投资附带长期三净租约的餐饮类物业，交易多采用售后回租模式。公司注册地为美国马里兰州，总部位于佛罗里达州奥兰多市。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
NNN vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.4倍
$238.4M
营收增速更快
RVLV
高出1.3%
9.1%
净利率更高
NNN
高出34.5%
5.7%
两年增速更快
RVLV
近两年复合增速
5.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $238.4M | $324.4M |
| 净利润 | $96.0M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 62.3% | 6.3% |
| 净利率 | 40.2% | 5.7% |
| 营收同比 | 9.1% | 10.4% |
| 净利润同比 | -2.0% | 50.4% |
| 每股收益（稀释后） | $0.51 | $0.27 |
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NNNRVLV
| Q4 25 | $238.4M | $324.4M | ||
| Q3 25 | $230.2M | $295.6M | ||
| Q2 25 | $226.8M | $309.0M | ||
| Q1 25 | $230.9M | $296.7M | ||
| Q4 24 | $218.5M | $293.7M | ||
| Q3 24 | $218.6M | $283.1M | ||
| Q2 24 | $216.8M | $282.5M | ||
| Q1 24 | $215.4M | $270.6M |
净利润NNNRVLV
| Q4 25 | $96.0M | $18.6M | ||
| Q3 25 | $96.8M | $21.2M | ||
| Q2 25 | $100.5M | $10.2M | ||
| Q1 25 | $96.5M | $11.8M | ||
| Q4 24 | $97.9M | $12.3M | ||
| Q3 24 | $97.9M | $11.0M | ||
| Q2 24 | $106.7M | $15.4M | ||
| Q1 24 | $94.4M | $10.9M |
毛利率NNNRVLV
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
营业利润率NNNRVLV
| Q4 25 | 62.3% | 6.3% | ||
| Q3 25 | 64.0% | 7.1% | ||
| Q2 25 | 66.0% | 5.8% | ||
| Q1 25 | 62.3% | 5.0% | ||
| Q4 24 | 65.8% | 3.9% | ||
| Q3 24 | 65.7% | 5.0% | ||
| Q2 24 | 70.2% | 5.8% | ||
| Q1 24 | 64.2% | 3.4% |
净利率NNNRVLV
| Q4 25 | 40.2% | 5.7% | ||
| Q3 25 | 42.1% | 7.2% | ||
| Q2 25 | 44.3% | 3.3% | ||
| Q1 25 | 41.8% | 4.0% | ||
| Q4 24 | 44.8% | 4.2% | ||
| Q3 24 | 44.8% | 3.9% | ||
| Q2 24 | 49.2% | 5.4% | ||
| Q1 24 | 43.8% | 4.0% |
每股收益（稀释后）NNNRVLV
| Q4 25 | $0.51 | $0.27 | ||
| Q3 25 | $0.51 | $0.29 | ||
| Q2 25 | $0.54 | $0.14 | ||
| Q1 25 | $0.51 | $0.16 | ||
| Q4 24 | $0.52 | $0.18 | ||
| Q3 24 | $0.53 | $0.15 | ||
| Q2 24 | $0.58 | $0.21 | ||
| Q1 24 | $0.52 | $0.15 |
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 | $5.0M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.4B | $512.5M |
| 总资产 | $9.4B | $765.0M |
| 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NNNRVLV
| Q4 25 | $5.0M | $292.3M | ||
| Q3 25 | $157.9M | $315.4M | ||
| Q2 25 | $6.0M | $310.7M | ||
| Q1 25 | $5.1M | $300.8M | ||
| Q4 24 | $8.7M | $256.6M | ||
| Q3 24 | $173.5M | $252.8M | ||
| Q2 24 | $2.1M | $244.7M | ||
| Q1 24 | $1.1M | $273.4M |
股东权益NNNRVLV
| Q4 25 | $4.4B | $512.5M | ||
| Q3 25 | $4.4B | $490.2M | ||
| Q2 25 | $4.4B | $468.6M | ||
| Q1 25 | $4.4B | $453.4M | ||
| Q4 24 | $4.4B | $437.8M | ||
| Q3 24 | $4.4B | $420.8M | ||
| Q2 24 | $4.2B | $405.8M | ||
| Q1 24 | $4.2B | $389.9M |
总资产NNNRVLV
| Q4 25 | $9.4B | $765.0M | ||
| Q3 25 | $9.5B | $751.3M | ||
| Q2 25 | $9.1B | $722.9M | ||
| Q1 25 | $9.0B | $713.9M | ||
| Q4 24 | $8.9B | $665.5M | ||
| Q3 24 | $8.9B | $670.9M | ||
| Q2 24 | $8.7B | $657.8M | ||
| Q1 24 | $8.7B | $650.0M |
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 | $667.1M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.3M |
| 自由现金流率自由现金流/营收 | — | -4.1% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | 6.95× | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流NNNRVLV
| Q4 25 | $667.1M | $-10.2M | ||
| Q3 25 | $218.3M | $11.8M | ||
| Q2 25 | $119.4M | $12.6M | ||
| Q1 25 | $203.3M | $45.1M | ||
| Q4 24 | $635.5M | $3.9M | ||
| Q3 24 | $206.6M | $9.1M | ||
| Q2 24 | $120.5M | $-24.7M | ||
| Q1 24 | $190.7M | $38.4M |
自由现金流NNNRVLV
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M | ||
| Q1 24 | — | $36.7M |
自由现金流率NNNRVLV
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% | ||
| Q1 24 | — | 13.5% |
资本支出强度NNNRVLV
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.6% |
现金转化率NNNRVLV
| Q4 25 | 6.95× | -0.55× | ||
| Q3 25 | 2.25× | 0.56× | ||
| Q2 25 | 1.19× | 1.24× | ||
| Q1 25 | 2.11× | 3.82× | ||
| Q4 24 | 6.49× | 0.32× | ||
| Q3 24 | 2.11× | 0.83× | ||
| Q2 24 | 1.13× | -1.60× | ||
| Q1 24 | 2.02× | 3.53× |
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
NNN
暂无分部数据
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
