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SUN COMMUNITIES INC（SUI）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
SUN COMMUNITIES INC的季度营收约是世纪互联的1.9倍（$697.2M vs $362.7M），SUN COMMUNITIES INC净利率更高（1.7% vs -10.7%，领先12.4%），过去两年世纪互联的营收复合增速更高（17.4% vs -2.1%）
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
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。
SUI vs VNET — 直观对比
营收规模更大
SUI
是对方的1.9倍
$362.7M
净利率更高
SUI
高出12.4%
-10.7%
两年增速更快
VNET
近两年复合增速
-2.1%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $697.2M | $362.7M |
| 净利润 | $12.1M | $-38.7M |
| 毛利率 | — | 20.9% |
| 营业利润率 | — | 0.5% |
| 净利率 | 1.7% | -10.7% |
| 营收同比 | -25.8% | — |
| 净利润同比 | -96.0% | — |
| 每股收益（稀释后） | $0.07 | — |
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SUIVNET
| Q3 25 | $697.2M | $362.7M | ||
| Q2 25 | $623.5M | — | ||
| Q1 25 | $470.2M | $309.5M | ||
| Q4 24 | $745.9M | — | ||
| Q3 24 | $939.9M | $302.2M | ||
| Q2 24 | $864.0M | $274.4M | ||
| Q1 24 | $671.3M | $262.9M | ||
| Q4 23 | $726.7M | — |
净利润SUIVNET
| Q3 25 | $12.1M | $-38.7M | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $-41.2M | $-2.4M | ||
| Q4 24 | $-228.4M | — | ||
| Q3 24 | $300.5M | $-2.1M | ||
| Q2 24 | $56.7M | $-1.1M | ||
| Q1 24 | $-25.2M | $-22.0M | ||
| Q4 23 | $-429.7M | — |
毛利率SUIVNET
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 25.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.2% | ||
| Q2 24 | — | 21.3% | ||
| Q1 24 | — | 21.6% | ||
| Q4 23 | — | — |
营业利润率SUIVNET
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 24.5% | ||
| Q2 24 | — | 0.2% | ||
| Q1 24 | — | 0.2% | ||
| Q4 23 | — | — |
净利率SUIVNET
| Q3 25 | 1.7% | -10.7% | ||
| Q2 25 | 210.8% | — | ||
| Q1 25 | -8.8% | -0.8% | ||
| Q4 24 | -30.6% | — | ||
| Q3 24 | 32.0% | -0.7% | ||
| Q2 24 | 6.6% | -0.4% | ||
| Q1 24 | -3.8% | -8.4% | ||
| Q4 23 | -59.1% | — |
每股收益（稀释后）SUIVNET
| Q3 25 | $0.07 | — | ||
| Q2 25 | $10.02 | — | ||
| Q1 25 | $-0.34 | — | ||
| Q4 24 | $-1.80 | — | ||
| Q3 24 | $2.31 | — | ||
| Q2 24 | $0.42 | — | ||
| Q1 24 | $-0.22 | — | ||
| Q4 23 | $-3.51 | — |
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 | $542.7M | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.0B | $890.8M |
| 总资产 | $12.8B | $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SUIVNET
| Q3 25 | $542.7M | $492.1M | ||
| Q2 25 | $889.7M | — | ||
| Q1 25 | — | $544.3M | ||
| Q4 24 | $47.4M | — | ||
| Q3 24 | — | $219.5M | ||
| Q2 24 | — | $247.2M | ||
| Q1 24 | — | $246.9M | ||
| Q4 23 | $29.2M | — |
总债务SUIVNET
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $7.4B | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | $7.8B | — |
股东权益SUIVNET
| Q3 25 | $7.0B | $890.8M | ||
| Q2 25 | $7.4B | — | ||
| Q1 25 | $6.9B | $927.8M | ||
| Q4 24 | $7.1B | — | ||
| Q3 24 | $7.5B | $902.9M | ||
| Q2 24 | $6.9B | $900.6M | ||
| Q1 24 | $6.9B | $895.1M | ||
| Q4 23 | $7.1B | — |
总资产SUIVNET
| Q3 25 | $12.8B | $6.1B | ||
| Q2 25 | $13.4B | — | ||
| Q1 25 | $16.5B | $5.4B | ||
| Q4 24 | $16.5B | — | ||
| Q3 24 | $17.1B | $4.3B | ||
| Q2 24 | $17.0B | $4.0B | ||
| Q1 24 | $17.1B | $3.9B | ||
| Q4 23 | $16.9B | — |
负债/权益比SUIVNET
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.04× | — | ||
| Q3 24 | — | 1.28× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | 1.10× | — |
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 | $197.8M | $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 | — | 84.6% |
| 现金转化率经营现金流/净利润 | 16.35× | — |
| 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SUIVNET
| Q3 25 | $197.8M | $113.8M | ||
| Q2 25 | $256.0M | — | ||
| Q1 25 | $243.9M | $27.0M | ||
| Q4 24 | $118.0M | — | ||
| Q3 24 | $189.2M | $108.3M | ||
| Q2 24 | $311.3M | $55.8M | ||
| Q1 24 | $242.5M | $37.1M | ||
| Q4 23 | $117.6M | — |
自由现金流SUIVNET
| Q3 25 | — | $-193.1M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $-220.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-95.0M | ||
| Q2 24 | — | $-81.6M | ||
| Q1 24 | — | $-102.2M | ||
| Q4 23 | — | — |
自由现金流率SUIVNET
| Q3 25 | — | -53.2% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -71.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -31.4% | ||
| Q2 24 | — | -29.8% | ||
| Q1 24 | — | -38.9% | ||
| Q4 23 | — | — |
资本支出强度SUIVNET
| Q3 25 | — | 84.6% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 79.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 67.3% | ||
| Q2 24 | — | 50.1% | ||
| Q1 24 | — | 53.0% | ||
| Q4 23 | — | — |
现金转化率SUIVNET
| Q3 25 | 16.35× | — | ||
| Q2 25 | 0.19× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 5.49× | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
