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Public Storage（PSA）与RENAISSANCERE HOLDINGS LTD（RNR）财务数据对比。点击上方公司名可切换其他公司
RENAISSANCERE HOLDINGS LTD的季度营收约是Public Storage的1.8倍（$2.2B vs $1.2B），Public Storage净利率更高（41.7% vs 23.5%，领先18.2%），Public Storage同比增速更快（3.3% vs -36.8%），过去两年Public Storage的营收复合增速更高（2.5% vs -11.9%）
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。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
PSA vs RNR — 直观对比
营收规模更大
RNR
是对方的1.8倍
$1.2B
营收增速更快
PSA
高出40.0%
-36.8%
净利率更高
PSA
高出18.2%
23.5%
两年增速更快
PSA
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.2B |
| 净利润 | $507.1M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 40.7% | — |
| 净利率 | 41.7% | 23.5% |
| 营收同比 | 3.3% | -36.8% |
| 净利润同比 | -17.5% | 72.6% |
| 每股收益（稀释后） | $2.59 | $6.57 |
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PSARNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.2B | $3.0B | ||
| Q3 25 | $1.2B | $3.2B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | $1.2B | $3.5B | ||
| Q4 24 | $1.2B | $2.3B | ||
| Q3 24 | $1.2B | $4.0B | ||
| Q2 24 | $1.2B | $2.8B |
净利润PSARNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $507.1M | $760.5M | ||
| Q3 25 | $511.1M | $916.5M | ||
| Q2 25 | $358.4M | $835.4M | ||
| Q1 25 | $407.8M | $170.0M | ||
| Q4 24 | $614.6M | $-189.7M | ||
| Q3 24 | $430.3M | $1.2B | ||
| Q2 24 | $518.1M | $503.9M |
营业利润率PSARNR
| Q1 26 | — | — | ||
| Q4 25 | 40.7% | 42.5% | ||
| Q3 25 | 42.3% | 46.3% | ||
| Q2 25 | 30.4% | 41.8% | ||
| Q1 25 | 34.8% | -2.0% | ||
| Q4 24 | 52.4% | -3.6% | ||
| Q3 24 | 36.7% | 43.7% | ||
| Q2 24 | 44.6% | 25.0% |
净利率PSARNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 41.7% | 25.6% | ||
| Q3 25 | 41.8% | 28.7% | ||
| Q2 25 | 29.8% | 26.1% | ||
| Q1 25 | 34.5% | 4.9% | ||
| Q4 24 | 52.2% | -8.3% | ||
| Q3 24 | 36.2% | 29.8% | ||
| Q2 24 | 44.2% | 17.8% |
每股收益（稀释后）PSARNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $2.59 | $16.16 | ||
| Q3 25 | $2.62 | $19.40 | ||
| Q2 25 | $1.76 | $17.20 | ||
| Q1 25 | $2.04 | $3.27 | ||
| Q4 24 | $3.22 | $-3.76 | ||
| Q3 24 | $2.16 | $22.62 | ||
| Q2 24 | $2.66 | $9.41 |
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 | $1.6B |
| 总债务越低越好 | $10.3B | — |
| 股东权益账面价值 | $9.2B | $4.3B |
| 总资产 | $20.2B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.11× | — |
8季度趋势，按日历期对齐
现金及短期投资PSARNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $318.1M | $1.7B | ||
| Q3 25 | $296.5M | $1.7B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $287.2M | $1.6B | ||
| Q4 24 | $447.4M | $1.7B | ||
| Q3 24 | $599.0M | $1.6B | ||
| Q2 24 | $542.3M | $1.6B |
总债务PSARNR
| Q1 26 | — | — | ||
| Q4 25 | $10.3B | $2.3B | ||
| Q3 25 | $10.0B | $2.2B | ||
| Q2 25 | $10.4B | $2.3B | ||
| Q1 25 | $9.4B | $2.8B | ||
| Q4 24 | $9.4B | $1.9B | ||
| Q3 24 | $9.5B | $1.9B | ||
| Q2 24 | $9.4B | $2.0B |
股东权益PSARNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $9.2B | $11.6B | ||
| Q3 25 | $9.3B | $11.5B | ||
| Q2 25 | $9.4B | $10.8B | ||
| Q1 25 | $9.6B | $10.3B | ||
| Q4 24 | $9.7B | $10.6B | ||
| Q3 24 | $9.6B | $11.2B | ||
| Q2 24 | $9.7B | $10.2B |
总资产PSARNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $20.2B | $53.8B | ||
| Q3 25 | $20.1B | $54.5B | ||
| Q2 25 | $20.5B | $54.7B | ||
| Q1 25 | $19.6B | $53.6B | ||
| Q4 24 | $19.8B | $50.7B | ||
| Q3 24 | $19.8B | $52.8B | ||
| Q2 24 | $19.8B | $51.6B |
负债/权益比PSARNR
| Q1 26 | — | — | ||
| Q4 25 | 1.11× | 0.20× | ||
| Q3 25 | 1.08× | 0.19× | ||
| Q2 25 | 1.11× | 0.21× | ||
| Q1 25 | 0.99× | 0.27× | ||
| Q4 24 | 0.96× | 0.18× | ||
| Q3 24 | 0.99× | 0.17× | ||
| Q2 24 | 0.97× | 0.19× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | 1.45× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流PSARNR
| Q1 26 | — | — | ||
| Q4 25 | $733.6M | $483.0M | ||
| Q3 25 | $875.1M | $1.6B | ||
| Q2 25 | $872.7M | $1.5B | ||
| Q1 25 | $705.1M | $157.8M | ||
| Q4 24 | $768.6M | $778.9M | ||
| Q3 24 | $798.8M | $1.5B | ||
| Q2 24 | $895.3M | $1.2B |
现金转化率PSARNR
| Q1 26 | — | — | ||
| Q4 25 | 1.45× | 0.64× | ||
| Q3 25 | 1.71× | 1.73× | ||
| Q2 25 | 2.43× | 1.76× | ||
| Q1 25 | 1.73× | 0.93× | ||
| Q4 24 | 1.25× | — | ||
| Q3 24 | 1.86× | 1.26× | ||
| Q2 24 | 1.73× | 2.41× |
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% |
RNR
暂无分部数据
