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全食超市（SMPL）与STARWOOD PROPERTY TRUST, INC.（STWD）财务数据对比。点击上方公司名可切换其他公司
STARWOOD PROPERTY TRUST, INC.的季度营收约是全食超市的1.4倍（$492.9M vs $340.2M），STARWOOD PROPERTY TRUST, INC.净利率更高（19.7% vs 7.4%，领先12.2%），STARWOOD PROPERTY TRUST, INC.同比增速更快（8.5% vs -0.3%），过去两年全食超市的营收复合增速更高（3.0% vs -2.9%）
全食超市是总部位于美国得克萨斯州奥斯汀的跨国连锁超市，现为亚马逊全资旗下品牌。门店主打无氢化脂肪、人工色素、人工香精、防腐剂的天然食品，是美国农业部认证的有机食品零售商，以丰富的有机商品选择深受消费者欢迎。
喜达屋酒店及度假村国际集团是全球规模最大的酒店企业之一，业务涵盖酒店、度假村、水疗中心、住宅及度假产权物业的持有、运营、特许经营与管理。集团前身为1969年成立的房地产投资信托基金，1995年完成收购重组，旗下共11个品牌，管理及特许经营的物业共计1297处。
SMPL vs STWD — 直观对比
营收规模更大
STWD
是对方的1.4倍
$340.2M
营收增速更快
STWD
高出8.8%
-0.3%
净利率更高
STWD
高出12.2%
7.4%
两年增速更快
SMPL
近两年复合增速
-2.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $340.2M | $492.9M |
| 净利润 | $25.3M | $96.9M |
| 毛利率 | 32.3% | — |
| 营业利润率 | 11.0% | 26.6% |
| 净利率 | 7.4% | 19.7% |
| 营收同比 | -0.3% | 8.5% |
| 净利润同比 | -33.7% | 87.7% |
| 每股收益（稀释后） | $0.26 | $0.25 |
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SMPLSTWD
| Q4 25 | $340.2M | $492.9M | ||
| Q3 25 | — | $488.9M | ||
| Q2 25 | $381.0M | $444.3M | ||
| Q1 25 | — | $418.2M | ||
| Q4 24 | $341.3M | $454.4M | ||
| Q3 24 | $375.7M | $479.5M | ||
| Q2 24 | $334.8M | $489.8M | ||
| Q1 24 | $312.2M | $523.1M |
净利润SMPLSTWD
| Q4 25 | $25.3M | $96.9M | ||
| Q3 25 | — | $72.6M | ||
| Q2 25 | $41.1M | $129.8M | ||
| Q1 25 | — | $112.3M | ||
| Q4 24 | $38.1M | $51.6M | ||
| Q3 24 | $29.3M | $76.1M | ||
| Q2 24 | $41.3M | $77.9M | ||
| Q1 24 | $33.1M | $154.3M |
毛利率SMPLSTWD
| Q4 25 | 32.3% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 36.4% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 38.2% | — | ||
| Q3 24 | 38.8% | — | ||
| Q2 24 | 39.9% | — | ||
| Q1 24 | 37.4% | — |
营业利润率SMPLSTWD
| Q4 25 | 11.0% | 26.6% | ||
| Q3 25 | — | 19.1% | ||
| Q2 25 | 15.6% | 30.5% | ||
| Q1 25 | — | 28.7% | ||
| Q4 24 | 16.0% | 15.1% | ||
| Q3 24 | 12.7% | 17.2% | ||
| Q2 24 | 17.6% | 19.1% | ||
| Q1 24 | 15.4% | 30.8% |
净利率SMPLSTWD
| Q4 25 | 7.4% | 19.7% | ||
| Q3 25 | — | 14.8% | ||
| Q2 25 | 10.8% | 29.2% | ||
| Q1 25 | — | 26.8% | ||
| Q4 24 | 11.2% | 11.4% | ||
| Q3 24 | 7.8% | 15.9% | ||
| Q2 24 | 12.3% | 15.9% | ||
| Q1 24 | 10.6% | 29.5% |
每股收益（稀释后）SMPLSTWD
| Q4 25 | $0.26 | $0.25 | ||
| Q3 25 | — | $0.19 | ||
| Q2 25 | $0.40 | $0.38 | ||
| Q1 25 | — | $0.33 | ||
| Q4 24 | $0.38 | $0.15 | ||
| Q3 24 | $0.29 | $0.23 | ||
| Q2 24 | $0.41 | $0.24 | ||
| Q1 24 | $0.33 | $0.48 |
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 | $194.1M | $499.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $6.8B |
| 总资产 | $2.5B | $63.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资SMPLSTWD
| Q4 25 | $194.1M | $499.5M | ||
| Q3 25 | — | $301.1M | ||
| Q2 25 | $98.0M | $259.9M | ||
| Q1 25 | — | $440.6M | ||
| Q4 24 | $121.8M | $377.8M | ||
| Q3 24 | $132.5M | $357.9M | ||
| Q2 24 | $208.7M | $259.3M | ||
| Q1 24 | $135.9M | $327.4M |
总债务SMPLSTWD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $397.5M | — | ||
| Q2 24 | $237.7M | — | ||
| Q1 24 | $237.7M | — |
股东权益SMPLSTWD
| Q4 25 | $1.7B | $6.8B | ||
| Q3 25 | — | $6.9B | ||
| Q2 25 | $1.8B | $6.4B | ||
| Q1 25 | — | $6.4B | ||
| Q4 24 | $1.8B | $6.4B | ||
| Q3 24 | $1.7B | $6.5B | ||
| Q2 24 | $1.7B | $6.2B | ||
| Q1 24 | $1.6B | $6.3B |
总资产SMPLSTWD
| Q4 25 | $2.5B | $63.2B | ||
| Q3 25 | — | $62.4B | ||
| Q2 25 | $2.4B | $62.4B | ||
| Q1 25 | — | $62.2B | ||
| Q4 24 | $2.4B | $62.6B | ||
| Q3 24 | $2.4B | $64.2B | ||
| Q2 24 | $2.2B | $64.1B | ||
| Q1 24 | $2.1B | $66.2B |
负债/权益比SMPLSTWD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.23× | — | ||
| Q2 24 | 0.14× | — | ||
| Q1 24 | 0.14× | — |
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 | $50.1M | $488.8M |
| 自由现金流经营现金流 - 资本支出 | $48.0M | — |
| 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 | 0.6% | — |
| 现金转化率经营现金流/净利润 | 1.98× | 5.04× |
| 过去12个月自由现金流最近4个季度 | $223.6M | — |
8季度趋势，按日历期对齐
经营现金流SMPLSTWD
| Q4 25 | $50.1M | $488.8M | ||
| Q3 25 | — | $337.6M | ||
| Q2 25 | $101.1M | $-87.4M | ||
| Q1 25 | — | $238.9M | ||
| Q4 24 | $32.0M | $295.6M | ||
| Q3 24 | $48.9M | $241.8M | ||
| Q2 24 | $72.8M | $53.3M | ||
| Q1 24 | $46.5M | $55.9M |
自由现金流SMPLSTWD
| Q4 25 | $48.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $98.9M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $31.7M | — | ||
| Q3 24 | $45.0M | — | ||
| Q2 24 | $72.0M | — | ||
| Q1 24 | $46.1M | — |
自由现金流率SMPLSTWD
| Q4 25 | 14.1% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 25.9% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 9.3% | — | ||
| Q3 24 | 12.0% | — | ||
| Q2 24 | 21.5% | — | ||
| Q1 24 | 14.8% | — |
资本支出强度SMPLSTWD
| Q4 25 | 0.6% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 1.0% | — | ||
| Q2 24 | 0.2% | — | ||
| Q1 24 | 0.1% | — |
现金转化率SMPLSTWD
| Q4 25 | 1.98× | 5.04× | ||
| Q3 25 | — | 4.65× | ||
| Q2 25 | 2.46× | -0.67× | ||
| Q1 25 | — | 2.13× | ||
| Q4 24 | 0.84× | 5.72× | ||
| Q3 24 | 1.67× | 3.18× | ||
| Q2 24 | 1.76× | 0.68× | ||
| Q1 24 | 1.40× | 0.36× |
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
SMPL
| Quest | $211.4M | 62% |
| Atkins Domain | $79.7M | 23% |
| OWYN | $28.1M | 8% |
| Other | $20.9M | 6% |
STWD
| Commercial And Residential Lending Segment | $335.2M | 68% |
| Infrastructure Lending Segment | $70.3M | 14% |
| Property Segment | $57.8M | 12% |
| Other | $29.7M | 6% |
