vs
National Storage Affiliates Trust（NSA）与Rapid7, Inc.（RPD）财务数据对比。点击上方公司名可切换其他公司
Rapid7, Inc.的季度营收约是National Storage Affiliates Trust的1.2倍（$217.4M vs $187.0M），National Storage Affiliates Trust净利率更高（12.2% vs 1.4%，领先10.8%），Rapid7, Inc.同比增速更快（0.5% vs -1.6%），National Storage Affiliates Trust自由现金流更多（$299.8M vs $36.4M），过去两年Rapid7, Inc.的营收复合增速更高（3.0% 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。
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
NSA vs RPD — 直观对比
营收规模更大
RPD
是对方的1.2倍
$187.0M
营收增速更快
RPD
高出2.1%
-1.6%
净利率更高
NSA
高出10.8%
1.4%
自由现金流更多
NSA
多$263.4M
$36.4M
两年增速更快
RPD
近两年复合增速
-2.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $187.0M | $217.4M |
| 净利润 | $22.9M | $3.1M |
| 毛利率 | 72.5% | 68.9% |
| 营业利润率 | 20.2% | 1.0% |
| 净利率 | 12.2% | 1.4% |
| 营收同比 | -1.6% | 0.5% |
| 净利润同比 | 36.8% | 44.1% |
| 每股收益（稀释后） | $0.23 | $0.05 |
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NSARPD
| Q4 25 | $187.0M | $217.4M | ||
| Q3 25 | $188.7M | $218.0M | ||
| Q2 25 | $188.8M | $214.2M | ||
| Q1 25 | $188.4M | $210.3M | ||
| Q4 24 | $190.1M | $216.3M | ||
| Q3 24 | $193.6M | $214.7M | ||
| Q2 24 | $190.4M | $208.0M | ||
| Q1 24 | $196.1M | $205.1M |
净利润NSARPD
| Q4 25 | $22.9M | $3.1M | ||
| Q3 25 | $18.4M | $9.8M | ||
| Q2 25 | $19.5M | $8.3M | ||
| Q1 25 | $13.0M | $2.1M | ||
| Q4 24 | $16.7M | $2.2M | ||
| Q3 24 | $18.7M | $15.4M | ||
| Q2 24 | $17.1M | $6.5M | ||
| Q1 24 | $59.0M | $1.4M |
毛利率NSARPD
| Q4 25 | 72.5% | 68.9% | ||
| Q3 25 | 70.7% | 70.2% | ||
| Q2 25 | 70.5% | 70.6% | ||
| Q1 25 | 70.7% | 71.7% | ||
| Q4 24 | 72.5% | 69.5% | ||
| Q3 24 | 72.8% | 70.6% | ||
| Q2 24 | 72.6% | 70.7% | ||
| Q1 24 | 72.1% | 70.3% |
营业利润率NSARPD
| Q4 25 | 20.2% | 1.0% | ||
| Q3 25 | 15.8% | 2.7% | ||
| Q2 25 | 16.5% | 1.6% | ||
| Q1 25 | 11.0% | -0.0% | ||
| Q4 24 | 14.5% | 3.4% | ||
| Q3 24 | 15.8% | 6.0% | ||
| Q2 24 | 17.2% | 2.5% | ||
| Q1 24 | 48.9% | 4.7% |
净利率NSARPD
| Q4 25 | 12.2% | 1.4% | ||
| Q3 25 | 9.8% | 4.5% | ||
| Q2 25 | 10.3% | 3.9% | ||
| Q1 25 | 6.9% | 1.0% | ||
| Q4 24 | 8.8% | 1.0% | ||
| Q3 24 | 9.7% | 7.2% | ||
| Q2 24 | 9.0% | 3.1% | ||
| Q1 24 | 30.1% | 0.7% |
每股收益（稀释后）NSARPD
| Q4 25 | $0.23 | $0.05 | ||
| Q3 25 | $0.17 | $0.15 | ||
| Q2 25 | $0.19 | $0.13 | ||
| Q1 25 | $0.10 | $0.03 | ||
| Q4 24 | $0.19 | $0.08 | ||
| Q3 24 | $0.18 | $0.21 | ||
| Q2 24 | $0.16 | $0.09 | ||
| Q1 24 | $0.65 | $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 | $23.3M | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $946.0M | $154.7M |
| 总资产 | $5.1B | $1.7B |
| 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NSARPD
| Q4 25 | $23.3M | $474.7M | ||
| Q3 25 | $26.3M | $407.1M | ||
| Q2 25 | $26.1M | $511.7M | ||
| Q1 25 | $19.3M | $493.5M | ||
| Q4 24 | $50.4M | $521.7M | ||
| Q3 24 | $69.9M | $443.7M | ||
| Q2 24 | $59.0M | $442.6M | ||
| Q1 24 | $64.2M | $411.7M |
股东权益NSARPD
| Q4 25 | $946.0M | $154.7M | ||
| Q3 25 | $973.1M | $127.2M | ||
| Q2 25 | $1.0B | $90.4M | ||
| Q1 25 | $1.0B | $52.7M | ||
| Q4 24 | $1.1B | $17.7M | ||
| Q3 24 | $986.9M | $-5.1M | ||
| Q2 24 | $1.2B | $-52.6M | ||
| Q1 24 | $1.3B | $-86.4M |
总资产NSARPD
| Q4 25 | $5.1B | $1.7B | ||
| Q3 25 | $5.1B | $1.7B | ||
| Q2 25 | $5.2B | $1.6B | ||
| Q1 25 | $5.3B | $1.6B | ||
| Q4 24 | $5.4B | $1.7B | ||
| Q3 24 | $5.4B | $1.6B | ||
| Q2 24 | $5.3B | $1.5B | ||
| Q1 24 | $5.4B | $1.5B |
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 | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $299.8M | $36.4M |
| 自由现金流率自由现金流/营收 | 160.3% | 16.8% |
| 资本支出强度资本支出/营收 | 20.7% | 0.5% |
| 现金转化率经营现金流/净利润 | 14.79× | 12.01× |
| 过去12个月自由现金流最近4个季度 | $541.5M | $146.2M |
8季度趋势，按日历期对齐
经营现金流NSARPD
| Q4 25 | $338.5M | $37.6M | ||
| Q3 25 | $100.2M | $39.0M | ||
| Q2 25 | $79.9M | $47.5M | ||
| Q1 25 | $85.6M | $29.8M | ||
| Q4 24 | $363.1M | $63.8M | ||
| Q3 24 | $105.7M | $44.0M | ||
| Q2 24 | $83.2M | $32.9M | ||
| Q1 24 | $94.0M | $31.1M |
自由现金流NSARPD
| Q4 25 | $299.8M | $36.4M | ||
| Q3 25 | $88.0M | $34.8M | ||
| Q2 25 | $73.8M | $46.6M | ||
| Q1 25 | $79.9M | $28.4M | ||
| Q4 24 | $344.4M | $62.6M | ||
| Q3 24 | $101.8M | $42.6M | ||
| Q2 24 | $79.5M | $32.6M | ||
| Q1 24 | $88.6M | $30.4M |
自由现金流率NSARPD
| Q4 25 | 160.3% | 16.8% | ||
| Q3 25 | 46.6% | 16.0% | ||
| Q2 25 | 39.1% | 21.8% | ||
| Q1 25 | 42.4% | 13.5% | ||
| Q4 24 | 181.2% | 28.9% | ||
| Q3 24 | 52.6% | 19.9% | ||
| Q2 24 | 41.7% | 15.7% | ||
| Q1 24 | 45.2% | 14.8% |
资本支出强度NSARPD
| Q4 25 | 20.7% | 0.5% | ||
| Q3 25 | 6.5% | 1.9% | ||
| Q2 25 | 3.2% | 0.4% | ||
| Q1 25 | 3.0% | 0.6% | ||
| Q4 24 | 9.8% | 0.5% | ||
| Q3 24 | 2.0% | 0.6% | ||
| Q2 24 | 1.9% | 0.1% | ||
| Q1 24 | 2.7% | 0.3% |
现金转化率NSARPD
| Q4 25 | 14.79× | 12.01× | ||
| Q3 25 | 5.44× | 3.97× | ||
| Q2 25 | 4.10× | 5.70× | ||
| Q1 25 | 6.59× | 14.14× | ||
| Q4 24 | 21.70× | 29.36× | ||
| Q3 24 | 5.65× | 2.85× | ||
| Q2 24 | 4.88× | 5.03× | ||
| Q1 24 | 1.59× | 22.10× |
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
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
