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Public Storage(PSA)与RPM INTERNATIONAL INC(RPM)财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是Public Storage的1.6倍($1.9B vs $1.2B),Public Storage净利率更高(41.7% vs 8.4%,领先33.3%),RPM INTERNATIONAL INC同比增速更快(3.5% vs 3.3%),过去两年RPM INTERNATIONAL INC的营收复合增速更高(12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐,是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立,最初主营音乐制作,后逐步转向电视节目制作发行业务,最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
PSA vs RPM — 直观对比
营收规模更大
RPM
是对方的1.6倍
$1.2B
营收增速更快
RPM
高出0.2%
3.3%
净利率更高
PSA
高出33.3%
8.4%
两年增速更快
RPM
近两年复合增速
2.5%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $1.9B |
| 净利润 | $507.1M | $161.2M |
| 毛利率 | — | 40.8% |
| 营业利润率 | 40.7% | 11.0% |
| 净利率 | 41.7% | 8.4% |
| 营收同比 | 3.3% | 3.5% |
| 净利润同比 | -17.5% | -12.0% |
| 每股收益(稀释后) | $2.59 | $1.26 |
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
RPM
| Q4 25 | $1.2B | $1.9B | ||
| Q3 25 | $1.2B | $2.1B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.2B | $2.0B | ||
| Q1 24 | $1.2B | $1.5B |
净利润
PSA
RPM
| Q4 25 | $507.1M | $161.2M | ||
| Q3 25 | $511.1M | $227.6M | ||
| Q2 25 | $358.4M | $225.8M | ||
| Q1 25 | $407.8M | $52.0M | ||
| Q4 24 | $614.6M | $183.2M | ||
| Q3 24 | $430.3M | $227.7M | ||
| Q2 24 | $518.1M | $180.6M | ||
| Q1 24 | $508.9M | $61.2M |
毛利率
PSA
RPM
| Q4 25 | — | 40.8% | ||
| Q3 25 | — | 42.3% | ||
| Q2 25 | — | 42.4% | ||
| Q1 25 | — | 38.4% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 42.5% | ||
| Q2 24 | — | 41.4% | ||
| Q1 24 | — | 39.9% |
营业利润率
PSA
RPM
| Q4 25 | 40.7% | 11.0% | ||
| Q3 25 | 42.3% | 14.1% | ||
| Q2 25 | 30.4% | 11.9% | ||
| Q1 25 | 34.8% | 2.8% | ||
| Q4 24 | 52.4% | 11.5% | ||
| Q3 24 | 36.7% | 14.8% | ||
| Q2 24 | 44.6% | 11.9% | ||
| Q1 24 | 44.3% | 5.5% |
净利率
PSA
RPM
| Q4 25 | 41.7% | 8.4% | ||
| Q3 25 | 41.8% | 10.8% | ||
| Q2 25 | 29.8% | 10.8% | ||
| Q1 25 | 34.5% | 3.5% | ||
| Q4 24 | 52.2% | 9.9% | ||
| Q3 24 | 36.2% | 11.6% | ||
| Q2 24 | 44.2% | 9.0% | ||
| Q1 24 | 44.0% | 4.0% |
每股收益(稀释后)
PSA
RPM
| Q4 25 | $2.59 | $1.26 | ||
| Q3 25 | $2.62 | $1.77 | ||
| Q2 25 | $1.76 | $1.76 | ||
| Q1 25 | $2.04 | $0.40 | ||
| Q4 24 | $3.22 | $1.42 | ||
| Q3 24 | $2.16 | $1.77 | ||
| Q2 24 | $2.66 | $1.40 | ||
| Q1 24 | $2.60 | $0.47 |
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 | $316.6M |
| 总债务越低越好 | $10.3B | $2.5B |
| 股东权益账面价值 | $9.2B | $3.1B |
| 总资产 | $20.2B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.11× | 0.80× |
8季度趋势,按日历期对齐
现金及短期投资
PSA
RPM
| Q4 25 | $318.1M | $316.6M | ||
| Q3 25 | $296.5M | $297.1M | ||
| Q2 25 | $1.1B | $302.1M | ||
| Q1 25 | $287.2M | $241.9M | ||
| Q4 24 | $447.4M | $268.7M | ||
| Q3 24 | $599.0M | $231.6M | ||
| Q2 24 | $542.3M | $237.4M | ||
| Q1 24 | $271.6M | $248.9M |
总债务
PSA
RPM
| Q4 25 | $10.3B | $2.5B | ||
| Q3 25 | $10.0B | $2.7B | ||
| Q2 25 | $10.4B | $2.6B | ||
| Q1 25 | $9.4B | $2.1B | ||
| Q4 24 | $9.4B | $2.0B | ||
| Q3 24 | $9.5B | $2.0B | ||
| Q2 24 | $9.4B | $2.0B | ||
| Q1 24 | $9.1B | $2.2B |
股东权益
PSA
RPM
| Q4 25 | $9.2B | $3.1B | ||
| Q3 25 | $9.3B | $3.1B | ||
| Q2 25 | $9.4B | $2.9B | ||
| Q1 25 | $9.6B | $2.7B | ||
| Q4 24 | $9.7B | $2.7B | ||
| Q3 24 | $9.6B | $2.6B | ||
| Q2 24 | $9.7B | $2.5B | ||
| Q1 24 | $9.9B | $2.3B |
总资产
PSA
RPM
| Q4 25 | $20.2B | $7.9B | ||
| Q3 25 | $20.1B | $7.9B | ||
| Q2 25 | $20.5B | $7.8B | ||
| Q1 25 | $19.6B | $6.6B | ||
| Q4 24 | $19.8B | $6.7B | ||
| Q3 24 | $19.8B | $6.6B | ||
| Q2 24 | $19.8B | $6.6B | ||
| Q1 24 | $19.6B | $6.4B |
负债/权益比
PSA
RPM
| Q4 25 | 1.11× | 0.80× | ||
| Q3 25 | 1.08× | 0.87× | ||
| Q2 25 | 1.11× | 0.91× | ||
| Q1 25 | 0.99× | 0.78× | ||
| Q4 24 | 0.96× | 0.74× | ||
| Q3 24 | 0.99× | 0.77× | ||
| Q2 24 | 0.97× | 0.79× | ||
| Q1 24 | 0.91× | 0.93× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | — | $296.4M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | 1.45× | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势,按日历期对齐
经营现金流
PSA
RPM
| Q4 25 | $733.6M | $345.7M | ||
| Q3 25 | $875.1M | $237.5M | ||
| Q2 25 | $872.7M | $149.2M | ||
| Q1 25 | $705.1M | $91.5M | ||
| Q4 24 | $768.6M | $279.4M | ||
| Q3 24 | $798.8M | $248.1M | ||
| Q2 24 | $895.3M | $181.2M | ||
| Q1 24 | $665.6M | $173.4M |
自由现金流
PSA
RPM
| Q4 25 | — | $296.4M | ||
| Q3 25 | — | $175.0M | ||
| Q2 25 | — | $78.2M | ||
| Q1 25 | — | $33.3M | ||
| Q4 24 | — | $229.5M | ||
| Q3 24 | — | $197.3M | ||
| Q2 24 | — | $105.3M | ||
| Q1 24 | — | $124.6M |
自由现金流率
PSA
RPM
| Q4 25 | — | 15.5% | ||
| Q3 25 | — | 8.3% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 10.0% | ||
| Q2 24 | — | 5.2% | ||
| Q1 24 | — | 8.2% |
资本支出强度
PSA
RPM
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 3.8% | ||
| Q1 24 | — | 3.2% |
现金转化率
PSA
RPM
| Q4 25 | 1.45× | 2.14× | ||
| Q3 25 | 1.71× | 1.04× | ||
| Q2 25 | 2.43× | 0.66× | ||
| Q1 25 | 1.73× | 1.76× | ||
| Q4 24 | 1.25× | 1.53× | ||
| Q3 24 | 1.86× | 1.09× | ||
| Q2 24 | 1.73× | 1.00× | ||
| Q1 24 | 1.31× | 2.83× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |