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STAG Industrial, Inc.(STAG)与世纪互联(VNET)财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是STAG Industrial, Inc.的1.6倍($362.7M vs $224.2M),STAG Industrial, Inc.净利率更高(27.6% vs -10.7%,领先38.3%),过去两年世纪互联的营收复合增速更高(17.4% vs 8.7%)
Stag Arms是2003年5月成立的枪械制造商,总部位于美国怀俄明州夏延,主打Stag-15系列AR-15步枪,所有枪械及配件均为美国本土生产,最知名的是适配左撇子操作习惯的定制款AR-15步枪。
VNET Group即世纪互联,是中国领先的第三方中立数据中心服务商,提供机柜托管、云基础设施、混合云部署及网络管理等解决方案,服务覆盖科技、金融、零售等多领域企业客户,为企业数字化运营提供稳定的算力与网络支撑。
STAG vs VNET — 直观对比
营收规模更大
VNET
是对方的1.6倍
$224.2M
净利率更高
STAG
高出38.3%
-10.7%
两年增速更快
VNET
近两年复合增速
8.7%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $224.2M | $362.7M |
| 净利润 | $62.0M | $-38.7M |
| 毛利率 | — | 20.9% |
| 营业利润率 | — | 0.5% |
| 净利率 | 27.6% | -10.7% |
| 营收同比 | 9.1% | — |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $0.32 | — |
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
STAG
VNET
| Q1 26 | $224.2M | — | ||
| Q4 25 | $220.9M | — | ||
| Q3 25 | $211.1M | $362.7M | ||
| Q2 25 | $207.6M | — | ||
| Q1 25 | $205.6M | $309.5M | ||
| Q4 24 | $199.3M | — | ||
| Q3 24 | $190.7M | $302.2M | ||
| Q2 24 | $189.8M | $274.4M |
净利润
STAG
VNET
| Q1 26 | $62.0M | — | ||
| Q4 25 | $83.5M | — | ||
| Q3 25 | $48.6M | $-38.7M | ||
| Q2 25 | $50.0M | — | ||
| Q1 25 | $91.4M | $-2.4M | ||
| Q4 24 | $51.0M | — | ||
| Q3 24 | $41.9M | $-2.1M | ||
| Q2 24 | $59.8M | $-1.1M |
毛利率
STAG
VNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 25.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.2% | ||
| Q2 24 | — | 21.3% |
营业利润率
STAG
VNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 24.5% | ||
| Q2 24 | — | 0.2% |
净利率
STAG
VNET
| Q1 26 | 27.6% | — | ||
| Q4 25 | 37.8% | — | ||
| Q3 25 | 23.0% | -10.7% | ||
| Q2 25 | 24.1% | — | ||
| Q1 25 | 44.5% | -0.8% | ||
| Q4 24 | 25.6% | — | ||
| Q3 24 | 21.9% | -0.7% | ||
| Q2 24 | 31.5% | -0.4% |
每股收益(稀释后)
STAG
VNET
| Q1 26 | $0.32 | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $8.9M | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.6B | $890.8M |
| 总资产 | $7.2B | $6.1B |
| 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
STAG
VNET
| Q1 26 | $8.9M | — | ||
| Q4 25 | $14.9M | — | ||
| Q3 25 | $17.3M | $492.1M | ||
| Q2 25 | $15.4M | — | ||
| Q1 25 | $9.3M | $544.3M | ||
| Q4 24 | $36.3M | — | ||
| Q3 24 | $70.0M | $219.5M | ||
| Q2 24 | $33.3M | $247.2M |
总债务
STAG
VNET
| Q1 26 | — | — | ||
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.1B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $2.9B | $1.2B | ||
| Q2 24 | $2.8B | — |
股东权益
STAG
VNET
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | — | ||
| Q3 25 | $3.4B | $890.8M | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | $3.5B | $927.8M | ||
| Q4 24 | $3.5B | — | ||
| Q3 24 | $3.3B | $902.9M | ||
| Q2 24 | $3.3B | $900.6M |
总资产
STAG
VNET
| Q1 26 | $7.2B | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $6.9B | $6.1B | ||
| Q2 25 | $6.8B | — | ||
| Q1 25 | $6.8B | $5.4B | ||
| Q4 24 | $6.8B | — | ||
| Q3 24 | $6.6B | $4.3B | ||
| Q2 24 | $6.4B | $4.0B |
负债/权益比
STAG
VNET
| Q1 26 | — | — | ||
| Q4 25 | 0.91× | — | ||
| Q3 25 | 0.91× | — | ||
| Q2 25 | 0.88× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 0.88× | — | ||
| Q3 24 | 0.89× | 1.28× | ||
| Q2 24 | 0.84× | — |
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 | — | $113.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-193.1M |
| 自由现金流率自由现金流/营收 | — | -53.2% |
| 资本支出强度资本支出/营收 | 3.9% | 84.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-589.7M |
8季度趋势,按日历期对齐
经营现金流
STAG
VNET
| Q1 26 | — | — | ||
| Q4 25 | $104.5M | — | ||
| Q3 25 | $143.5M | $113.8M | ||
| Q2 25 | $111.9M | — | ||
| Q1 25 | $103.5M | $27.0M | ||
| Q4 24 | $104.9M | — | ||
| Q3 24 | $128.0M | $108.3M | ||
| Q2 24 | $122.2M | $55.8M |
自由现金流
STAG
VNET
| Q1 26 | — | — | ||
| Q4 25 | $43.8M | — | ||
| Q3 25 | $95.5M | $-193.1M | ||
| Q2 25 | $62.3M | — | ||
| Q1 25 | $57.2M | $-220.0M | ||
| Q4 24 | $37.6M | — | ||
| Q3 24 | $86.7M | $-95.0M | ||
| Q2 24 | $105.0M | $-81.6M |
自由现金流率
STAG
VNET
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | — | ||
| Q3 25 | 45.2% | -53.2% | ||
| Q2 25 | 30.0% | — | ||
| Q1 25 | 27.8% | -71.1% | ||
| Q4 24 | 18.8% | — | ||
| Q3 24 | 45.5% | -31.4% | ||
| Q2 24 | 55.3% | -29.8% |
资本支出强度
STAG
VNET
| Q1 26 | 3.9% | — | ||
| Q4 25 | 27.4% | — | ||
| Q3 25 | 22.7% | 84.6% | ||
| Q2 25 | 23.9% | — | ||
| Q1 25 | 22.5% | 79.8% | ||
| Q4 24 | 33.8% | — | ||
| Q3 24 | 21.6% | 67.3% | ||
| Q2 24 | 9.1% | 50.1% |
现金转化率
STAG
VNET
| Q1 26 | — | — | ||
| Q4 25 | 1.25× | — | ||
| Q3 25 | 2.95× | — | ||
| Q2 25 | 2.24× | — | ||
| Q1 25 | 1.13× | — | ||
| Q4 24 | 2.06× | — | ||
| Q3 24 | 3.06× | — | ||
| Q2 24 | 2.04× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图