vs
National Storage Affiliates Trust（NSA）与LiveRamp Holdings, Inc.（RAMP）财务数据对比。点击上方公司名可切换其他公司
LiveRamp Holdings, Inc.的季度营收约是National Storage Affiliates Trust的1.1倍（$212.2M vs $187.0M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 12.2%，领先6.6%），LiveRamp Holdings, Inc.同比增速更快（8.6% vs -1.6%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs -2.4%）
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。
LiveRamp Holdings, Inc.是一家美国SaaS企业，核心业务为提供数据连接平台，服务涵盖数据导入、线下数据线上迁移等能力，助力企业开展营销相关的数据应用，为品牌及营销从业者的数字化运营提供技术支撑。
NSA vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.1倍
$187.0M
营收增速更快
RAMP
高出10.2%
-1.6%
净利率更高
RAMP
高出6.6%
12.2%
两年增速更快
RAMP
近两年复合增速
-2.4%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $187.0M | $212.2M |
| 净利润 | $22.9M | $39.9M |
| 毛利率 | 72.5% | 71.9% |
| 营业利润率 | 20.2% | 18.6% |
| 净利率 | 12.2% | 18.8% |
| 营收同比 | -1.6% | 8.6% |
| 净利润同比 | 36.8% | 255.7% |
| 每股收益（稀释后） | $0.23 | $0.62 |
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NSARAMP
| Q4 25 | $187.0M | $212.2M | ||
| Q3 25 | $188.7M | $199.8M | ||
| Q2 25 | $188.8M | $194.8M | ||
| Q1 25 | $188.4M | $188.7M | ||
| Q4 24 | $190.1M | $195.4M | ||
| Q3 24 | $193.6M | $185.5M | ||
| Q2 24 | $190.4M | $176.0M | ||
| Q1 24 | $196.1M | $171.9M |
净利润NSARAMP
| Q4 25 | $22.9M | $39.9M | ||
| Q3 25 | $18.4M | $27.4M | ||
| Q2 25 | $19.5M | $7.7M | ||
| Q1 25 | $13.0M | $-6.3M | ||
| Q4 24 | $16.7M | $11.2M | ||
| Q3 24 | $18.7M | $1.7M | ||
| Q2 24 | $17.1M | $-7.5M | ||
| Q1 24 | $59.0M | $-5.4M |
毛利率NSARAMP
| Q4 25 | 72.5% | 71.9% | ||
| Q3 25 | 70.7% | 70.2% | ||
| Q2 25 | 70.5% | 70.1% | ||
| Q1 25 | 70.7% | 69.3% | ||
| Q4 24 | 72.5% | 71.9% | ||
| Q3 24 | 72.8% | 72.4% | ||
| Q2 24 | 72.6% | 70.6% | ||
| Q1 24 | 72.1% | 72.2% |
营业利润率NSARAMP
| Q4 25 | 20.2% | 18.6% | ||
| Q3 25 | 15.8% | 10.7% | ||
| Q2 25 | 16.5% | 3.7% | ||
| Q1 25 | 11.0% | -6.1% | ||
| Q4 24 | 14.5% | 7.5% | ||
| Q3 24 | 15.8% | 4.0% | ||
| Q2 24 | 17.2% | -3.0% | ||
| Q1 24 | 48.9% | -8.3% |
净利率NSARAMP
| Q4 25 | 12.2% | 18.8% | ||
| Q3 25 | 9.8% | 13.7% | ||
| Q2 25 | 10.3% | 4.0% | ||
| Q1 25 | 6.9% | -3.3% | ||
| Q4 24 | 8.8% | 5.7% | ||
| Q3 24 | 9.7% | 0.9% | ||
| Q2 24 | 9.0% | -4.3% | ||
| Q1 24 | 30.1% | -3.1% |
每股收益（稀释后）NSARAMP
| Q4 25 | $0.23 | $0.62 | ||
| Q3 25 | $0.17 | $0.42 | ||
| Q2 25 | $0.19 | $0.12 | ||
| Q1 25 | $0.10 | $-0.10 | ||
| Q4 24 | $0.19 | $0.17 | ||
| Q3 24 | $0.18 | $0.03 | ||
| Q2 24 | $0.16 | $-0.11 | ||
| Q1 24 | $0.65 | $-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 | $23.3M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $946.0M | $962.3M |
| 总资产 | $5.1B | $1.3B |
| 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NSARAMP
| Q4 25 | $23.3M | $403.4M | ||
| Q3 25 | $26.3M | $376.9M | ||
| Q2 25 | $26.1M | $371.1M | ||
| Q1 25 | $19.3M | $420.8M | ||
| Q4 24 | $50.4M | $384.3M | ||
| Q3 24 | $69.9M | $348.4M | ||
| Q2 24 | $59.0M | $342.7M | ||
| Q1 24 | $64.2M | $368.9M |
股东权益NSARAMP
| Q4 25 | $946.0M | $962.3M | ||
| Q3 25 | $973.1M | $943.8M | ||
| Q2 25 | $1.0B | $947.8M | ||
| Q1 25 | $1.0B | $948.9M | ||
| Q4 24 | $1.1B | $957.7M | ||
| Q3 24 | $986.9M | $932.1M | ||
| Q2 24 | $1.2B | $951.9M | ||
| Q1 24 | $1.3B | $949.1M |
总资产NSARAMP
| Q4 25 | $5.1B | $1.3B | ||
| Q3 25 | $5.1B | $1.2B | ||
| Q2 25 | $5.2B | $1.2B | ||
| Q1 25 | $5.3B | $1.3B | ||
| Q4 24 | $5.4B | $1.3B | ||
| Q3 24 | $5.4B | $1.2B | ||
| Q2 24 | $5.3B | $1.2B | ||
| Q1 24 | $5.4B | $1.2B |
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 | $338.5M | — |
| 自由现金流经营现金流 - 资本支出 | $299.8M | — |
| 自由现金流率自由现金流/营收 | 160.3% | — |
| 资本支出强度资本支出/营收 | 20.7% | 0.1% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流NSARAMP
| Q4 25 | $338.5M | — | ||
| Q3 25 | $100.2M | $57.4M | ||
| Q2 25 | $79.9M | $-15.8M | ||
| Q1 25 | $85.6M | — | ||
| Q4 24 | $363.1M | $45.1M | ||
| Q3 24 | $105.7M | $55.6M | ||
| Q2 24 | $83.2M | $-9.3M | ||
| Q1 24 | $94.0M | — |
自由现金流NSARAMP
| Q4 25 | $299.8M | — | ||
| Q3 25 | $88.0M | $56.8M | ||
| Q2 25 | $73.8M | $-16.2M | ||
| Q1 25 | $79.9M | — | ||
| Q4 24 | $344.4M | $44.8M | ||
| Q3 24 | $101.8M | $55.4M | ||
| Q2 24 | $79.5M | $-9.6M | ||
| Q1 24 | $88.6M | — |
自由现金流率NSARAMP
| Q4 25 | 160.3% | — | ||
| Q3 25 | 46.6% | 28.4% | ||
| Q2 25 | 39.1% | -8.3% | ||
| Q1 25 | 42.4% | — | ||
| Q4 24 | 181.2% | 22.9% | ||
| Q3 24 | 52.6% | 29.8% | ||
| Q2 24 | 41.7% | -5.4% | ||
| Q1 24 | 45.2% | — |
资本支出强度NSARAMP
| Q4 25 | 20.7% | 0.1% | ||
| Q3 25 | 6.5% | 0.3% | ||
| Q2 25 | 3.2% | 0.2% | ||
| Q1 25 | 3.0% | 0.2% | ||
| Q4 24 | 9.8% | 0.1% | ||
| Q3 24 | 2.0% | 0.1% | ||
| Q2 24 | 1.9% | 0.1% | ||
| Q1 24 | 2.7% | 1.0% |
现金转化率NSARAMP
| Q4 25 | 14.79× | — | ||
| Q3 25 | 5.44× | 2.09× | ||
| Q2 25 | 4.10× | -2.04× | ||
| Q1 25 | 6.59× | — | ||
| Q4 24 | 21.70× | 4.02× | ||
| Q3 24 | 5.65× | 32.10× | ||
| 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
