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National Storage Affiliates Trust（NSA）与Childrens Place, Inc.（PLCE）财务数据对比。点击上方公司名可切换其他公司
Childrens Place, Inc.的季度营收约是National Storage Affiliates Trust的1.8倍（$339.5M vs $187.0M），National Storage Affiliates Trust净利率更高（12.2% vs -1.3%，领先13.5%），National Storage Affiliates Trust同比增速更快（-1.6% vs -13.0%），National Storage Affiliates Trust自由现金流更多（$299.8M vs $-3.4M），过去两年National Storage Affiliates Trust的营收复合增速更高（-2.4% vs -13.6%）
National Storage Affiliates Trust是一家总部位于美国的房地产投资信托，专注于自助仓储资产，在美国数十个州持有、运营及收购自助仓储设施，为居民和商业客户提供安全的存储服务。
Children’s Place是专业儿童服饰零售商，产品主要以旗下自有品牌发售，涵盖Gymboree、Sugar & Jade、PJ Place、Crazy 8等。目前该品牌在美国、加拿大、波多黎各共开设约525家门店，同时通过两个线上渠道以及15个国家的5家加盟合作伙伴开展销售，产品涵盖上衣、裙装、鞋履、裤装、睡衣、背包等全品类儿童服饰配件。
NSA vs PLCE — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $187.0M | $339.5M |
| 净利润 | $22.9M | $-4.3M |
| 毛利率 | 72.5% | 33.1% |
| 营业利润率 | 20.2% | 1.1% |
| 净利率 | 12.2% | -1.3% |
| 营收同比 | -1.6% | -13.0% |
| 净利润同比 | 36.8% | -121.5% |
| 每股收益（稀释后） | $0.23 | $-0.19 |
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
| Q4 25 | $187.0M | $339.5M | ||
| Q3 25 | $188.7M | $298.0M | ||
| Q2 25 | $188.8M | $242.1M | ||
| Q1 25 | $188.4M | $408.6M | ||
| Q4 24 | $190.1M | $390.2M | ||
| Q3 24 | $193.6M | $319.7M | ||
| Q2 24 | $190.4M | $267.9M | ||
| Q1 24 | $196.1M | $455.0M |
| Q4 25 | $22.9M | $-4.3M | ||
| Q3 25 | $18.4M | $-5.4M | ||
| Q2 25 | $19.5M | $-34.0M | ||
| Q1 25 | $13.0M | $-8.0M | ||
| Q4 24 | $16.7M | $20.1M | ||
| Q3 24 | $18.7M | $-32.1M | ||
| Q2 24 | $17.1M | $-37.8M | ||
| Q1 24 | $59.0M | $-128.8M |
| Q4 25 | 72.5% | 33.1% | ||
| Q3 25 | 70.7% | 34.0% | ||
| Q2 25 | 70.5% | 29.2% | ||
| Q1 25 | 70.7% | 28.5% | ||
| Q4 24 | 72.5% | 35.5% | ||
| Q3 24 | 72.8% | 35.0% | ||
| Q2 24 | 72.6% | 34.6% | ||
| Q1 24 | 72.1% | 21.8% |
| Q4 25 | 20.2% | 1.1% | ||
| Q3 25 | 15.8% | 1.4% | ||
| Q2 25 | 16.5% | -10.0% | ||
| Q1 25 | 11.0% | 1.7% | ||
| Q4 24 | 14.5% | 7.5% | ||
| Q3 24 | 15.8% | -6.8% | ||
| Q2 24 | 17.2% | -10.4% | ||
| Q1 24 | 48.9% | -13.6% |
| Q4 25 | 12.2% | -1.3% | ||
| Q3 25 | 9.8% | -1.8% | ||
| Q2 25 | 10.3% | -14.1% | ||
| Q1 25 | 6.9% | -2.0% | ||
| Q4 24 | 8.8% | 5.1% | ||
| Q3 24 | 9.7% | -10.0% | ||
| Q2 24 | 9.0% | -14.1% | ||
| Q1 24 | 30.1% | -28.3% |
| Q4 25 | $0.23 | $-0.19 | ||
| Q3 25 | $0.17 | $-0.24 | ||
| Q2 25 | $0.19 | $-1.57 | ||
| Q1 25 | $0.10 | $-0.60 | ||
| Q4 24 | $0.19 | $1.57 | ||
| Q3 24 | $0.18 | $-2.51 | ||
| Q2 24 | $0.16 | $-2.98 | ||
| Q1 24 | $0.65 | $-10.24 |
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 | $23.3M | $7.3M |
| 总债务越低越好 | — | $107.4M |
| 股东权益账面价值 | $946.0M | $-8.6M |
| 总资产 | $5.1B | $762.5M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $23.3M | $7.3M | ||
| Q3 25 | $26.3M | $7.8M | ||
| Q2 25 | $26.1M | $5.7M | ||
| Q1 25 | $19.3M | $5.3M | ||
| Q4 24 | $50.4M | $5.7M | ||
| Q3 24 | $69.9M | $9.6M | ||
| Q2 24 | $59.0M | $13.0M | ||
| Q1 24 | $64.2M | $13.6M |
| Q4 25 | — | $107.4M | ||
| Q3 25 | — | $107.2M | ||
| Q2 25 | — | $107.0M | ||
| Q1 25 | — | $166.0M | ||
| Q4 24 | — | $165.7M | ||
| Q3 24 | — | $165.4M | ||
| Q2 24 | — | $166.6M | ||
| Q1 24 | — | $49.8M |
| Q4 25 | $946.0M | $-8.6M | ||
| Q3 25 | $973.1M | $-4.9M | ||
| Q2 25 | $1.0B | $1.4M | ||
| Q1 25 | $1.0B | $-59.4M | ||
| Q4 24 | $1.1B | $-49.6M | ||
| Q3 24 | $986.9M | $-68.9M | ||
| Q2 24 | $1.2B | $-34.9M | ||
| Q1 24 | $1.3B | $-9.0M |
| Q4 25 | $5.1B | $762.5M | ||
| Q3 25 | $5.1B | $805.1M | ||
| Q2 25 | $5.2B | $779.6M | ||
| Q1 25 | $5.3B | $747.6M | ||
| Q4 24 | $5.4B | $888.8M | ||
| Q3 24 | $5.4B | $921.4M | ||
| Q2 24 | $5.3B | $848.3M | ||
| Q1 24 | $5.4B | $800.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 75.63× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $338.5M | $6.2M |
| 自由现金流经营现金流 - 资本支出 | $299.8M | $-3.4M |
| 自由现金流率自由现金流/营收 | 160.3% | -1.0% |
| 资本支出强度资本支出/营收 | 20.7% | 2.8% |
| 现金转化率经营现金流/净利润 | 14.79× | — |
| 过去12个月自由现金流最近4个季度 | $541.5M | $39.5M |
8季度趋势，按日历期对齐
| Q4 25 | $338.5M | $6.2M | ||
| Q3 25 | $100.2M | $-30.5M | ||
| Q2 25 | $79.9M | $-43.0M | ||
| Q1 25 | $85.6M | $121.3M | ||
| Q4 24 | $363.1M | $-44.2M | ||
| Q3 24 | $105.7M | $-83.9M | ||
| Q2 24 | $83.2M | $-110.8M | ||
| Q1 24 | $94.0M | $135.4M |
| Q4 25 | $299.8M | $-3.4M | ||
| Q3 25 | $88.0M | $-31.9M | ||
| Q2 25 | $73.8M | $-46.4M | ||
| Q1 25 | $79.9M | $121.2M | ||
| Q4 24 | $344.4M | $-47.7M | ||
| Q3 24 | $101.8M | $-91.7M | ||
| Q2 24 | $79.5M | $-115.5M | ||
| Q1 24 | $88.6M | $132.2M |
| Q4 25 | 160.3% | -1.0% | ||
| Q3 25 | 46.6% | -10.7% | ||
| Q2 25 | 39.1% | -19.2% | ||
| Q1 25 | 42.4% | 29.7% | ||
| Q4 24 | 181.2% | -12.2% | ||
| Q3 24 | 52.6% | -28.7% | ||
| Q2 24 | 41.7% | -43.1% | ||
| Q1 24 | 45.2% | 29.1% |
| Q4 25 | 20.7% | 2.8% | ||
| Q3 25 | 6.5% | 0.5% | ||
| Q2 25 | 3.2% | 1.4% | ||
| Q1 25 | 3.0% | 0.0% | ||
| Q4 24 | 9.8% | 0.9% | ||
| Q3 24 | 2.0% | 2.4% | ||
| Q2 24 | 1.9% | 1.8% | ||
| Q1 24 | 2.7% | 0.7% |
| Q4 25 | 14.79× | — | ||
| Q3 25 | 5.44× | — | ||
| Q2 25 | 4.10× | — | ||
| Q1 25 | 6.59× | — | ||
| Q4 24 | 21.70× | -2.20× | ||
| Q3 24 | 5.65× | — | ||
| Q2 24 | 4.88× | — | ||
| Q1 24 | 1.59× | — |
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
NSA
暂无分部数据
PLCE
| The Childrens Place US | $307.4M | 91% |
| The Childrens Place International | $32.1M | 9% |
| Gift Cards | $1.7M | 1% |
