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Public Storage（PSA）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
罗布乐思的季度营收约是Public Storage的1.2倍（$1.4B vs $1.2B），Public Storage净利率更高（41.7% vs -22.3%，领先64.0%），罗布乐思同比增速更快（43.2% vs 3.3%），过去两年罗布乐思的营收复合增速更高（32.9% vs 2.5%）
Public Storage总部位于美国加利福尼亚州格伦代尔，是主营自助仓储业务的房地产投资信托，也是美国最大的自助仓储服务品牌，持有美国约9%的自助仓储面积。截至2024年12月31日，公司运营3073处自助仓储设施，总可出租净面积达2.21亿平方英尺。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
PSA vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.2倍
$1.2B
营收增速更快
RBLX
高出39.9%
3.3%
净利率更高
PSA
高出64.0%
-22.3%
两年增速更快
RBLX
近两年复合增速
2.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.4B |
| 净利润 | $507.1M | $-316.0M |
| 毛利率 | — | 77.7% |
| 营业利润率 | 40.7% | -25.3% |
| 净利率 | 41.7% | -22.3% |
| 营收同比 | 3.3% | 43.2% |
| 净利润同比 | -17.5% | -43.9% |
| 每股收益（稀释后） | $2.59 | $-0.44 |
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PSARBLX
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | $1.2B | $988.2M | ||
| Q3 24 | $1.2B | $919.0M | ||
| Q2 24 | $1.2B | $893.5M | ||
| Q1 24 | $1.2B | $801.3M |
净利润PSARBLX
| Q4 25 | $507.1M | $-316.0M | ||
| Q3 25 | $511.1M | $-255.6M | ||
| Q2 25 | $358.4M | $-278.4M | ||
| Q1 25 | $407.8M | $-215.1M | ||
| Q4 24 | $614.6M | $-219.6M | ||
| Q3 24 | $430.3M | $-239.3M | ||
| Q2 24 | $518.1M | $-205.9M | ||
| Q1 24 | $508.9M | $-270.6M |
毛利率PSARBLX
| Q4 25 | — | 77.7% | ||
| Q3 25 | — | 78.2% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 78.3% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% | ||
| Q1 24 | — | 77.7% |
营业利润率PSARBLX
| Q4 25 | 40.7% | -25.3% | ||
| Q3 25 | 42.3% | -21.8% | ||
| Q2 25 | 30.4% | -29.8% | ||
| Q1 25 | 34.8% | -24.6% | ||
| Q4 24 | 52.4% | -24.7% | ||
| Q3 24 | 36.7% | -30.4% | ||
| Q2 24 | 44.6% | -26.6% | ||
| Q1 24 | 44.3% | -37.7% |
净利率PSARBLX
| Q4 25 | 41.7% | -22.3% | ||
| Q3 25 | 41.8% | -18.8% | ||
| Q2 25 | 29.8% | -25.8% | ||
| Q1 25 | 34.5% | -20.8% | ||
| Q4 24 | 52.2% | -22.2% | ||
| Q3 24 | 36.2% | -26.0% | ||
| Q2 24 | 44.2% | -23.0% | ||
| Q1 24 | 44.0% | -33.8% |
每股收益（稀释后）PSARBLX
| Q4 25 | $2.59 | $-0.44 | ||
| Q3 25 | $2.62 | $-0.37 | ||
| Q2 25 | $1.76 | $-0.41 | ||
| Q1 25 | $2.04 | $-0.32 | ||
| Q4 24 | $3.22 | $-0.32 | ||
| Q3 24 | $2.16 | $-0.37 | ||
| Q2 24 | $2.66 | $-0.32 | ||
| Q1 24 | $2.60 | $-0.43 |
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 | $318.1M | $3.1B |
| 总债务越低越好 | $10.3B | $1.2B |
| 股东权益账面价值 | $9.2B | $394.5M |
| 总资产 | $20.2B | $9.6B |
| 负债/权益比越低杠杆越低 | 1.11× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资PSARBLX
| Q4 25 | $318.1M | $3.1B | ||
| Q3 25 | $296.5M | $2.9B | ||
| Q2 25 | $1.1B | $2.6B | ||
| Q1 25 | $287.2M | $2.7B | ||
| Q4 24 | $447.4M | $2.4B | ||
| Q3 24 | $599.0M | $2.3B | ||
| Q2 24 | $542.3M | $2.4B | ||
| Q1 24 | $271.6M | $2.4B |
总债务PSARBLX
| Q4 25 | $10.3B | $1.2B | ||
| Q3 25 | $10.0B | — | ||
| Q2 25 | $10.4B | — | ||
| Q1 25 | $9.4B | — | ||
| Q4 24 | $9.4B | $1.2B | ||
| Q3 24 | $9.5B | — | ||
| Q2 24 | $9.4B | — | ||
| Q1 24 | $9.1B | — |
股东权益PSARBLX
| Q4 25 | $9.2B | $394.5M | ||
| Q3 25 | $9.3B | $407.6M | ||
| Q2 25 | $9.4B | $353.2M | ||
| Q1 25 | $9.6B | $310.7M | ||
| Q4 24 | $9.7B | $221.4M | ||
| Q3 24 | $9.6B | $189.9M | ||
| Q2 24 | $9.7B | $121.5M | ||
| Q1 24 | $9.9B | $71.6M |
总资产PSARBLX
| Q4 25 | $20.2B | $9.6B | ||
| Q3 25 | $20.1B | $8.6B | ||
| Q2 25 | $20.5B | $7.8B | ||
| Q1 25 | $19.6B | $7.5B | ||
| Q4 24 | $19.8B | $7.2B | ||
| Q3 24 | $19.8B | $6.7B | ||
| Q2 24 | $19.8B | $6.5B | ||
| Q1 24 | $19.6B | $6.3B |
负债/权益比PSARBLX
| Q4 25 | 1.11× | 2.98× | ||
| Q3 25 | 1.08× | — | ||
| Q2 25 | 1.11× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 0.96× | 5.48× | ||
| Q3 24 | 0.99× | — | ||
| Q2 24 | 0.97× | — | ||
| Q1 24 | 0.91× | — |
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 | $733.6M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | — | $308.6M |
| 自由现金流率自由现金流/营收 | — | 21.8% |
| 资本支出强度资本支出/营收 | — | 21.1% |
| 现金转化率经营现金流/净利润 | 1.45× | — |
| 过去12个月自由现金流最近4个季度 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流PSARBLX
| Q4 25 | $733.6M | $607.0M | ||
| Q3 25 | $875.1M | $546.2M | ||
| Q2 25 | $872.7M | $199.3M | ||
| Q1 25 | $705.1M | $443.9M | ||
| Q4 24 | $768.6M | $184.5M | ||
| Q3 24 | $798.8M | $247.4M | ||
| Q2 24 | $895.3M | $151.4M | ||
| Q1 24 | $665.6M | $238.9M |
自由现金流PSARBLX
| Q4 25 | — | $308.6M | ||
| Q3 25 | — | $443.6M | ||
| Q2 25 | — | $176.7M | ||
| Q1 25 | — | $426.5M | ||
| Q4 24 | — | $120.6M | ||
| Q3 24 | — | $218.0M | ||
| Q2 24 | — | $111.7M | ||
| Q1 24 | — | $192.3M |
自由现金流率PSARBLX
| Q4 25 | — | 21.8% | ||
| Q3 25 | — | 32.6% | ||
| Q2 25 | — | 16.3% | ||
| Q1 25 | — | 41.2% | ||
| Q4 24 | — | 12.2% | ||
| Q3 24 | — | 23.7% | ||
| Q2 24 | — | 12.5% | ||
| Q1 24 | — | 24.0% |
资本支出强度PSARBLX
| Q4 25 | — | 21.1% | ||
| Q3 25 | — | 7.5% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 4.4% | ||
| Q1 24 | — | 5.8% |
现金转化率PSARBLX
| Q4 25 | 1.45× | — | ||
| Q3 25 | 1.71× | — | ||
| Q2 25 | 2.43× | — | ||
| Q1 25 | 1.73× | — | ||
| Q4 24 | 1.25× | — | ||
| Q3 24 | 1.86× | — | ||
| Q2 24 | 1.73× | — | ||
| Q1 24 | 1.31× | — |
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
PSA
| Self Storage Operations | $1.1B | 93% |
| Ancillary Operations | $86.9M | 7% |
RBLX
暂无分部数据
