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Public Storage(PSA)与Roper Technologies(ROP)财务数据对比。点击上方公司名可切换其他公司
Roper Technologies的季度营收约是Public Storage的1.7倍($2.1B vs $1.2B),Public Storage净利率更高(41.7% vs 15.8%,领先25.9%),Roper Technologies同比增速更快(11.3% vs 3.3%),过去两年Roper Technologies的营收复合增速更高(10.5% 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。
罗珀技术公司是一家专注于科技领域的控股企业,通过持有并运营多家不同细分赛道的科技公司,在科技产业投资与资产管理领域形成了成熟的业务体系,在全球相关市场具备较高的行业影响力。
PSA vs ROP — 直观对比
营收规模更大
ROP
是对方的1.7倍
$1.2B
营收增速更快
ROP
高出8.0%
3.3%
净利率更高
PSA
高出25.9%
15.8%
两年增速更快
ROP
近两年复合增速
2.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $2.1B |
| 净利润 | $507.1M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | 40.7% | 27.2% |
| 净利率 | 41.7% | 15.8% |
| 营收同比 | 3.3% | 11.3% |
| 净利润同比 | -17.5% | 842.6% |
| 每股收益(稀释后) | $2.59 | $4.87 |
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
PSA
ROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $1.2B | $2.0B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.2B | $1.9B | ||
| Q4 24 | $1.2B | $1.9B | ||
| Q3 24 | $1.2B | $1.8B | ||
| Q2 24 | $1.2B | $1.7B |
净利润
PSA
ROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $507.1M | $428.4M | ||
| Q3 25 | $511.1M | $398.5M | ||
| Q2 25 | $358.4M | $378.3M | ||
| Q1 25 | $407.8M | $331.1M | ||
| Q4 24 | $614.6M | $462.3M | ||
| Q3 24 | $430.3M | $367.9M | ||
| Q2 24 | $518.1M | $337.1M |
毛利率
PSA
ROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | — | 69.5% | ||
| Q2 25 | — | 69.2% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 69.2% | ||
| Q2 24 | — | 69.5% |
营业利润率
PSA
ROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 40.7% | 28.6% | ||
| Q3 25 | 42.3% | 28.4% | ||
| Q2 25 | 30.4% | 28.2% | ||
| Q1 25 | 34.8% | 27.9% | ||
| Q4 24 | 52.4% | 28.0% | ||
| Q3 24 | 36.7% | 28.1% | ||
| Q2 24 | 44.6% | 28.8% |
净利率
PSA
ROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 41.7% | 20.8% | ||
| Q3 25 | 41.8% | 19.8% | ||
| Q2 25 | 29.8% | 19.5% | ||
| Q1 25 | 34.5% | 17.6% | ||
| Q4 24 | 52.2% | 24.6% | ||
| Q3 24 | 36.2% | 20.8% | ||
| Q2 24 | 44.2% | 19.6% |
每股收益(稀释后)
PSA
ROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $2.59 | $3.97 | ||
| Q3 25 | $2.62 | $3.68 | ||
| Q2 25 | $1.76 | $3.49 | ||
| Q1 25 | $2.04 | $3.06 | ||
| Q4 24 | $3.22 | $4.29 | ||
| Q3 24 | $2.16 | $3.40 | ||
| Q2 24 | $2.66 | $3.12 |
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 | $382.9M |
| 总债务越低越好 | $10.3B | $9.7B |
| 股东权益账面价值 | $9.2B | $18.8B |
| 总资产 | $20.2B | $34.6B |
| 负债/权益比越低杠杆越低 | 1.11× | 0.52× |
8季度趋势,按日历期对齐
现金及短期投资
PSA
ROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $318.1M | $297.4M | ||
| Q3 25 | $296.5M | $320.0M | ||
| Q2 25 | $1.1B | $242.4M | ||
| Q1 25 | $287.2M | $372.8M | ||
| Q4 24 | $447.4M | $188.2M | ||
| Q3 24 | $599.0M | $269.6M | ||
| Q2 24 | $542.3M | $251.5M |
总债务
PSA
ROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $10.3B | $9.3B | ||
| Q3 25 | $10.0B | — | ||
| Q2 25 | $10.4B | — | ||
| Q1 25 | $9.4B | — | ||
| Q4 24 | $9.4B | $7.6B | ||
| Q3 24 | $9.5B | — | ||
| Q2 24 | $9.4B | — |
股东权益
PSA
ROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $9.2B | $19.9B | ||
| Q3 25 | $9.3B | $20.0B | ||
| Q2 25 | $9.4B | $19.6B | ||
| Q1 25 | $9.6B | $19.2B | ||
| Q4 24 | $9.7B | $18.9B | ||
| Q3 24 | $9.6B | $18.5B | ||
| Q2 24 | $9.7B | $18.1B |
总资产
PSA
ROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $20.2B | $34.6B | ||
| Q3 25 | $20.1B | $34.6B | ||
| Q2 25 | $20.5B | $33.2B | ||
| Q1 25 | $19.6B | $31.4B | ||
| Q4 24 | $19.8B | $31.3B | ||
| Q3 24 | $19.8B | $31.6B | ||
| Q2 24 | $19.8B | $29.8B |
负债/权益比
PSA
ROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 1.11× | 0.47× | ||
| Q3 25 | 1.08× | — | ||
| Q2 25 | 1.11× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 0.96× | 0.40× | ||
| Q3 24 | 0.99× | — | ||
| Q2 24 | 0.97× | — |
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 | — | $507.0M |
| 自由现金流率自由现金流/营收 | — | 24.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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
PSA
ROP
| Q1 26 | — | — | ||
| Q4 25 | $733.6M | $738.0M | ||
| Q3 25 | $875.1M | $869.5M | ||
| Q2 25 | $872.7M | $404.1M | ||
| Q1 25 | $705.1M | $528.7M | ||
| Q4 24 | $768.6M | $722.2M | ||
| Q3 24 | $798.8M | $755.4M | ||
| Q2 24 | $895.3M | $384.1M |
自由现金流
PSA
ROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率
PSA
ROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度
PSA
ROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率
PSA
ROP
| Q1 26 | — | — | ||
| Q4 25 | 1.45× | 1.72× | ||
| Q3 25 | 1.71× | 2.18× | ||
| Q2 25 | 2.43× | 1.07× | ||
| Q1 25 | 1.73× | 1.60× | ||
| Q4 24 | 1.25× | 1.56× | ||
| Q3 24 | 1.86× | 2.05× | ||
| Q2 24 | 1.73× | 1.14× |
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% |
ROP
暂无分部数据