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SmartStop Self Storage REIT, Inc.（SMA）与null（SWIM）财务数据对比。点击上方公司名可切换其他公司
null的季度营收约是SmartStop Self Storage REIT, Inc.的1.3倍（$100.0M vs $78.4M），SmartStop Self Storage REIT, Inc.净利率更高（3.8% vs -7.0%，领先10.8%），SmartStop Self Storage REIT, Inc.同比增速更快（29.4% vs 14.5%），过去两年SmartStop Self Storage REIT, Inc.的营收复合增速更高（17.3% vs -4.9%）
SmartStop Self Storage REIT, Inc.是一家专注于持有、运营及收购优质自助仓储物业的房地产投资信托，业务覆盖美国多州与加拿大部分省份，为居民及商业客户提供安全灵活的个人物品、企业库存及季节性物品存储服务。
该企业是一家源自美国的跨国律师事务所，1934年创立于加利福尼亚州洛杉矶，在诉讼业务、公司法务以及监管合规法律领域拥有深厚的行业积累与知名度，是全球颇具影响力的综合性律所之一。
SMA vs SWIM — 直观对比
营收规模更大
SWIM
是对方的1.3倍
$78.4M
营收增速更快
SMA
高出14.8%
14.5%
净利率更高
SMA
高出10.8%
-7.0%
两年增速更快
SMA
近两年复合增速
-4.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $78.4M | $100.0M |
| 净利润 | $3.0M | $-7.0M |
| 毛利率 | 61.2% | 28.0% |
| 营业利润率 | 24.0% | -10.7% |
| 净利率 | 3.8% | -7.0% |
| 营收同比 | 29.4% | 14.5% |
| 净利润同比 | 2080.0% | 76.0% |
| 每股收益（稀释后） | — | $-0.06 |
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SMASWIM
| Q4 25 | $78.4M | $100.0M | ||
| Q3 25 | $70.4M | $161.9M | ||
| Q2 25 | $66.8M | $172.6M | ||
| Q1 25 | $65.4M | $111.4M | ||
| Q4 24 | $60.6M | $87.3M | ||
| Q3 24 | $60.2M | $150.5M | ||
| Q2 24 | $59.2M | $160.1M | ||
| Q1 24 | $57.0M | $110.6M |
净利润SMASWIM
| Q4 25 | $3.0M | $-7.0M | ||
| Q3 25 | $5.2M | $8.1M | ||
| Q2 25 | $-4.8M | $16.0M | ||
| Q1 25 | $-5.5M | $-6.0M | ||
| Q4 24 | $-150.0K | $-29.2M | ||
| Q3 24 | $-6.2M | $5.9M | ||
| Q2 24 | $-705.0K | $13.3M | ||
| Q1 24 | $-1.6M | $-7.9M |
毛利率SMASWIM
| Q4 25 | 61.2% | 28.0% | ||
| Q3 25 | 60.9% | 35.4% | ||
| Q2 25 | 59.3% | 37.1% | ||
| Q1 25 | 64.1% | 29.5% | ||
| Q4 24 | 66.3% | 24.6% | ||
| Q3 24 | 64.8% | 32.4% | ||
| Q2 24 | 66.4% | 33.1% | ||
| Q1 24 | 65.1% | 27.7% |
营业利润率SMASWIM
| Q4 25 | 24.0% | -10.7% | ||
| Q3 25 | 18.1% | 13.3% | ||
| Q2 25 | 15.4% | 14.3% | ||
| Q1 25 | 26.3% | -4.4% | ||
| Q4 24 | 29.4% | -14.9% | ||
| Q3 24 | 29.4% | 8.9% | ||
| Q2 24 | 29.9% | 12.5% | ||
| Q1 24 | 28.0% | -1.9% |
净利率SMASWIM
| Q4 25 | 3.8% | -7.0% | ||
| Q3 25 | 7.4% | 5.0% | ||
| Q2 25 | -7.2% | 9.3% | ||
| Q1 25 | -8.3% | -5.4% | ||
| Q4 24 | -0.2% | -33.4% | ||
| Q3 24 | -10.3% | 3.9% | ||
| Q2 24 | -1.2% | 8.3% | ||
| Q1 24 | -2.9% | -7.1% |
每股收益（稀释后）SMASWIM
| Q4 25 | — | $-0.06 | ||
| Q3 25 | $0.09 | $0.07 | ||
| Q2 25 | $-0.16 | $0.13 | ||
| Q1 25 | $-0.35 | $-0.05 | ||
| Q4 24 | — | $-0.24 | ||
| Q3 24 | $-0.26 | $0.05 | ||
| Q2 24 | $-0.16 | $0.11 | ||
| Q1 24 | $-0.20 | $-0.07 |
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 | $54.2M | — |
| 总债务越低越好 | — | $279.8M |
| 股东权益账面价值 | $1.2B | $405.9M |
| 总资产 | $2.4B | $823.2M |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资SMASWIM
| Q4 25 | $54.2M | — | ||
| Q3 25 | $47.8M | — | ||
| Q2 25 | $37.7M | — | ||
| Q1 25 | $35.2M | — | ||
| Q4 24 | $23.1M | — | ||
| Q3 24 | $36.7M | — | ||
| Q2 24 | $34.7M | — | ||
| Q1 24 | $39.2M | — |
总债务SMASWIM
| Q4 25 | — | $279.8M | ||
| Q3 25 | — | $281.1M | ||
| Q2 25 | — | $281.5M | ||
| Q1 25 | — | $306.9M | ||
| Q4 24 | — | $281.5M | ||
| Q3 24 | — | $282.8M | ||
| Q2 24 | — | $282.4M | ||
| Q1 24 | — | $282.8M |
股东权益SMASWIM
| Q4 25 | $1.2B | $405.9M | ||
| Q3 25 | $1.2B | $408.4M | ||
| Q2 25 | $1.2B | $398.4M | ||
| Q1 25 | $303.0M | $381.1M | ||
| Q4 24 | $325.7M | $387.2M | ||
| Q3 24 | $343.9M | $416.6M | ||
| Q2 24 | $365.8M | $408.1M | ||
| Q1 24 | $384.8M | $391.8M |
总资产SMASWIM
| Q4 25 | $2.4B | $823.2M | ||
| Q3 25 | $2.4B | $844.4M | ||
| Q2 25 | $2.3B | $822.1M | ||
| Q1 25 | $2.1B | $824.6M | ||
| Q4 24 | $2.0B | $794.2M | ||
| Q3 24 | $1.9B | $853.4M | ||
| Q2 24 | $1.9B | $830.0M | ||
| Q1 24 | $1.9B | $808.6M |
负债/权益比SMASWIM
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.71× | ||
| Q1 25 | — | 0.81× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.68× | ||
| Q2 24 | — | 0.69× | ||
| Q1 24 | — | 0.72× |
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 | $85.0M | $23.3M |
| 自由现金流经营现金流 - 资本支出 | — | $14.1M |
| 自由现金流率自由现金流/营收 | — | 14.1% |
| 资本支出强度资本支出/营收 | — | 9.2% |
| 现金转化率经营现金流/净利润 | 28.61× | — |
| 过去12个月自由现金流最近4个季度 | — | $38.0M |
8季度趋势，按日历期对齐
经营现金流SMASWIM
| Q4 25 | $85.0M | $23.3M | ||
| Q3 25 | $52.1M | $51.0M | ||
| Q2 25 | $8.0M | $36.0M | ||
| Q1 25 | $10.6M | $-46.9M | ||
| Q4 24 | $64.0M | $6.2M | ||
| Q3 24 | $21.7M | $37.2M | ||
| Q2 24 | $17.3M | $52.4M | ||
| Q1 24 | $14.4M | $-34.5M |
自由现金流SMASWIM
| Q4 25 | — | $14.1M | ||
| Q3 25 | — | $45.2M | ||
| Q2 25 | — | $29.1M | ||
| Q1 25 | — | $-50.3M | ||
| Q4 24 | — | $-98.0K | ||
| Q3 24 | — | $33.2M | ||
| Q2 24 | — | $47.9M | ||
| Q1 24 | — | $-39.9M |
自由现金流率SMASWIM
| Q4 25 | — | 14.1% | ||
| Q3 25 | — | 27.9% | ||
| Q2 25 | — | 16.8% | ||
| Q1 25 | — | -45.2% | ||
| Q4 24 | — | -0.1% | ||
| Q3 24 | — | 22.1% | ||
| Q2 24 | — | 29.9% | ||
| Q1 24 | — | -36.0% |
资本支出强度SMASWIM
| Q4 25 | — | 9.2% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | — | 7.2% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | 4.8% |
现金转化率SMASWIM
| Q4 25 | 28.61× | — | ||
| Q3 25 | 9.96× | 6.29× | ||
| Q2 25 | — | 2.25× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 6.32× | ||
| Q2 24 | — | 3.95× | ||
| Q1 24 | — | — |
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
SMA
| Self Storage Rental Revenue | $62.0M | 79% |
| Other | $11.9M | 15% |
| Ancillary Operating Revenue | $2.9M | 4% |
| Asset Management1 | $1.7M | 2% |
SWIM
| In Ground Swimming Pools | $50.2M | 50% |
| Covers | $37.0M | 37% |
| Liners | $12.7M | 13% |
