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PROCORE TECHNOLOGIES, INC.（PCOR）与Strategic Education, Inc.（STRA）财务数据对比。点击上方公司名可切换其他公司
PROCORE TECHNOLOGIES, INC.的季度营收约是Strategic Education, Inc.的1.2倍（$359.3M vs $305.9M），Strategic Education, Inc.净利率更高（10.7% vs -2.5%，领先13.3%），PROCORE TECHNOLOGIES, INC.同比增速更快（15.7% vs 0.8%），过去两年PROCORE TECHNOLOGIES, INC.的营收复合增速更高（12.4% vs -1.0%）
Procore Technologies是2002年成立的美国建筑管理软件即服务（SaaS）企业，总部位于加利福尼亚州卡平特里亚。公司打造的全球平台可连接建筑行业从业者，支持搭建简化工作流，统一展现建筑项目信息，覆盖任务追踪、项目流程管理、日程排期等核心功能。
Strategic Education, Inc.（简称SEI）是一家教育服务控股企业，前身为斯特雷尔教育公司。旗下拥有营利性在线院校卡佩拉大学、斯特雷尔大学，还运营着DevMountain、Hackbright学院、Sophia Learning等提供非学位课程的教育机构。
PCOR vs STRA — 直观对比
营收规模更大
PCOR
是对方的1.2倍
$305.9M
营收增速更快
PCOR
高出14.9%
0.8%
净利率更高
STRA
高出13.3%
-2.5%
两年增速更快
PCOR
近两年复合增速
-1.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $359.3M | $305.9M |
| 净利润 | $-9.1M | $32.8M |
| 毛利率 | 80.1% | — |
| 营业利润率 | 15.5% | 13.4% |
| 净利率 | -2.5% | 10.7% |
| 营收同比 | 15.7% | 0.8% |
| 净利润同比 | 72.4% | 10.3% |
| 每股收益（稀释后） | $-0.06 | $1.48 |
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PCORSTRA
| Q1 26 | $359.3M | $305.9M | ||
| Q4 25 | $349.1M | $323.2M | ||
| Q3 25 | $338.9M | $319.9M | ||
| Q2 25 | $323.9M | $321.5M | ||
| Q1 25 | $310.6M | $303.6M | ||
| Q4 24 | $302.0M | $311.5M | ||
| Q3 24 | $295.9M | $306.0M | ||
| Q2 24 | $284.3M | $312.3M |
净利润PCORSTRA
| Q1 26 | $-9.1M | $32.8M | ||
| Q4 25 | $-37.6M | $37.9M | ||
| Q3 25 | $-9.1M | $26.6M | ||
| Q2 25 | $-21.1M | $32.3M | ||
| Q1 25 | $-33.0M | $29.7M | ||
| Q4 24 | $-62.3M | $25.3M | ||
| Q3 24 | $-26.4M | $27.7M | ||
| Q2 24 | $-6.3M | $29.9M |
毛利率PCORSTRA
| Q1 26 | 80.1% | — | ||
| Q4 25 | 80.1% | — | ||
| Q3 25 | 79.7% | — | ||
| Q2 25 | 79.1% | — | ||
| Q1 25 | 79.1% | — | ||
| Q4 24 | 81.2% | — | ||
| Q3 24 | 81.4% | — | ||
| Q2 24 | 83.1% | — |
营业利润率PCORSTRA
| Q1 26 | 15.5% | 13.4% | ||
| Q4 25 | -12.3% | 16.0% | ||
| Q3 25 | -4.4% | 11.6% | ||
| Q2 25 | -9.3% | 14.2% | ||
| Q1 25 | -11.7% | 13.1% | ||
| Q4 24 | -21.9% | 11.6% | ||
| Q3 24 | -12.3% | 11.9% | ||
| Q2 24 | -5.2% | 13.4% |
净利率PCORSTRA
| Q1 26 | -2.5% | 10.7% | ||
| Q4 25 | -10.8% | 11.7% | ||
| Q3 25 | -2.7% | 8.3% | ||
| Q2 25 | -6.5% | 10.1% | ||
| Q1 25 | -10.6% | 9.8% | ||
| Q4 24 | -20.6% | 8.1% | ||
| Q3 24 | -8.9% | 9.1% | ||
| Q2 24 | -2.2% | 9.6% |
每股收益（稀释后）PCORSTRA
| Q1 26 | $-0.06 | $1.48 | ||
| Q4 25 | $-0.25 | $1.65 | ||
| Q3 25 | $-0.06 | $1.15 | ||
| Q2 25 | $-0.14 | $1.37 | ||
| Q1 25 | $-0.22 | $1.24 | ||
| Q4 24 | $-0.42 | $1.05 | ||
| Q3 24 | $-0.18 | $1.15 | ||
| Q2 24 | $-0.04 | $1.24 |
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 | $386.0M | $150.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $1.6B |
| 总资产 | $2.1B | $2.1B |
| 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PCORSTRA
| Q1 26 | $386.0M | $150.3M | ||
| Q4 25 | $768.5M | $148.1M | ||
| Q3 25 | $684.0M | $172.6M | ||
| Q2 25 | $620.9M | $164.9M | ||
| Q1 25 | $566.7M | $182.6M | ||
| Q4 24 | $775.4M | $184.0M | ||
| Q3 24 | $756.9M | $222.1M | ||
| Q2 24 | $735.4M | $256.2M |
股东权益PCORSTRA
| Q1 26 | $1.2B | $1.6B | ||
| Q4 25 | $1.3B | $1.6B | ||
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | $1.2B | $1.7B | ||
| Q1 25 | $1.2B | $1.6B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.3B | $1.7B | ||
| Q2 24 | $1.3B | $1.7B |
总资产PCORSTRA
| Q1 26 | $2.1B | $2.1B | ||
| Q4 25 | $2.2B | $2.0B | ||
| Q3 25 | $2.1B | $2.1B | ||
| Q2 25 | $2.0B | $2.1B | ||
| Q1 25 | $1.9B | $2.1B | ||
| Q4 24 | $2.1B | $2.0B | ||
| Q3 24 | $2.0B | $2.2B | ||
| Q2 24 | $2.0B | $2.2B |
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 | $76.8M | $87.4M |
| 自由现金流经营现金流 - 资本支出 | — | $77.3M |
| 自由现金流率自由现金流/营收 | — | 25.3% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 2.66× |
| 过去12个月自由现金流最近4个季度 | — | $173.9M |
8季度趋势，按日历期对齐
经营现金流PCORSTRA
| Q1 26 | $76.8M | $87.4M | ||
| Q4 25 | $114.9M | $39.2M | ||
| Q3 25 | $88.5M | $60.1M | ||
| Q2 25 | $30.8M | $31.2M | ||
| Q1 25 | $66.0M | $67.7M | ||
| Q4 24 | $29.1M | $15.9M | ||
| Q3 24 | $39.3M | $51.5M | ||
| Q2 24 | $58.7M | $24.3M |
自由现金流PCORSTRA
| Q1 26 | — | $77.3M | ||
| Q4 25 | $109.2M | $27.0M | ||
| Q3 25 | $83.1M | $49.3M | ||
| Q2 25 | $27.9M | $20.4M | ||
| Q1 25 | $62.0M | $57.3M | ||
| Q4 24 | $17.4M | $4.7M | ||
| Q3 24 | $35.7M | $42.1M | ||
| Q2 24 | $56.8M | $13.6M |
自由现金流率PCORSTRA
| Q1 26 | — | 25.3% | ||
| Q4 25 | 31.3% | 8.3% | ||
| Q3 25 | 24.5% | 15.4% | ||
| Q2 25 | 8.6% | 6.3% | ||
| Q1 25 | 20.0% | 18.9% | ||
| Q4 24 | 5.8% | 1.5% | ||
| Q3 24 | 12.1% | 13.8% | ||
| Q2 24 | 20.0% | 4.3% |
资本支出强度PCORSTRA
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 3.8% | ||
| Q3 25 | 1.6% | 3.4% | ||
| Q2 25 | 0.9% | 3.4% | ||
| Q1 25 | 1.3% | 3.4% | ||
| Q4 24 | 3.9% | 3.6% | ||
| Q3 24 | 1.2% | 3.1% | ||
| Q2 24 | 0.7% | 3.4% |
现金转化率PCORSTRA
| Q1 26 | — | 2.66× | ||
| Q4 25 | — | 1.03× | ||
| Q3 25 | — | 2.26× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | — | 2.27× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | — | 1.86× | ||
| Q2 24 | — | 0.81× |
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
PCOR
暂无分部数据
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
