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SUN COMMUNITIES INC（SUI）与ZILLOW GROUP, INC.（ZG）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ZILLOW GROUP, INC.的1.1倍（$697.2M vs $654.0M），SUN COMMUNITIES INC净利率更高（1.7% vs 0.5%，领先1.3%），ZILLOW GROUP, INC.同比增速更快（18.1% vs -25.8%），过去两年ZILLOW GROUP, INC.的营收复合增速更高（11.2% 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。
Zillow集团是美国头部房地产科技线上平台企业，2006年由前微软高管里奇·巴顿、劳埃德·弗林克等联合创立，业务涵盖房产信息查询、交易配套服务等，是全球房产科技领域的知名代表企业。
SUI vs ZG — 直观对比
营收规模更大
SUI
是对方的1.1倍
$654.0M
营收增速更快
ZG
高出43.9%
-25.8%
净利率更高
SUI
高出1.3%
0.5%
两年增速更快
ZG
近两年复合增速
-2.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $697.2M | $654.0M |
| 净利润 | $12.1M | $3.0M |
| 毛利率 | — | 72.8% |
| 营业利润率 | — | -1.7% |
| 净利率 | 1.7% | 0.5% |
| 营收同比 | -25.8% | 18.1% |
| 净利润同比 | -96.0% | 105.8% |
| 每股收益（稀释后） | $0.07 | $0.01 |
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SUIZG
| Q4 25 | — | $654.0M | ||
| Q3 25 | $697.2M | $676.0M | ||
| Q2 25 | $623.5M | $655.0M | ||
| Q1 25 | $470.2M | $598.0M | ||
| Q4 24 | $745.9M | $554.0M | ||
| Q3 24 | $939.9M | $581.0M | ||
| Q2 24 | $864.0M | $572.0M | ||
| Q1 24 | $671.3M | $529.0M |
净利润SUIZG
| Q4 25 | — | $3.0M | ||
| Q3 25 | $12.1M | $10.0M | ||
| Q2 25 | $1.3B | $2.0M | ||
| Q1 25 | $-41.2M | $8.0M | ||
| Q4 24 | $-228.4M | $-52.0M | ||
| Q3 24 | $300.5M | $-20.0M | ||
| Q2 24 | $56.7M | $-17.0M | ||
| Q1 24 | $-25.2M | $-23.0M |
毛利率SUIZG
| Q4 25 | — | 72.8% | ||
| Q3 25 | — | 72.6% | ||
| Q2 25 | — | 74.7% | ||
| Q1 25 | — | 76.8% | ||
| Q4 24 | — | 75.8% | ||
| Q3 24 | — | 75.9% | ||
| Q2 24 | — | 77.3% | ||
| Q1 24 | — | 76.7% |
营业利润率SUIZG
| Q4 25 | — | -1.7% | ||
| Q3 25 | — | -0.4% | ||
| Q2 25 | — | -1.7% | ||
| Q1 25 | — | -1.5% | ||
| Q4 24 | — | -12.5% | ||
| Q3 24 | — | -7.7% | ||
| Q2 24 | — | -6.6% | ||
| Q1 24 | — | -8.5% |
净利率SUIZG
| Q4 25 | — | 0.5% | ||
| Q3 25 | 1.7% | 1.5% | ||
| Q2 25 | 210.8% | 0.3% | ||
| Q1 25 | -8.8% | 1.3% | ||
| Q4 24 | -30.6% | -9.4% | ||
| Q3 24 | 32.0% | -3.4% | ||
| Q2 24 | 6.6% | -3.0% | ||
| Q1 24 | -3.8% | -4.3% |
每股收益（稀释后）SUIZG
| Q4 25 | — | $0.01 | ||
| Q3 25 | $0.07 | $0.04 | ||
| Q2 25 | $10.02 | $0.01 | ||
| Q1 25 | $-0.34 | $0.03 | ||
| Q4 24 | $-1.80 | $-0.23 | ||
| Q3 24 | $2.31 | $-0.08 | ||
| Q2 24 | $0.42 | $-0.07 | ||
| Q1 24 | $-0.22 | $-0.10 |
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 | $768.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.0B | $4.9B |
| 总资产 | $12.8B | $5.7B |
| 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SUIZG
| Q4 25 | — | $768.0M | ||
| Q3 25 | $542.7M | $874.0M | ||
| Q2 25 | $889.7M | $587.0M | ||
| Q1 25 | — | $914.0M | ||
| Q4 24 | $47.4M | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.4B |
总债务SUIZG
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $7.4B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益SUIZG
| Q4 25 | — | $4.9B | ||
| Q3 25 | $7.0B | $5.0B | ||
| Q2 25 | $7.4B | $4.7B | ||
| Q1 25 | $6.9B | $4.8B | ||
| Q4 24 | $7.1B | $4.8B | ||
| Q3 24 | $7.5B | $4.7B | ||
| Q2 24 | $6.9B | $4.5B | ||
| Q1 24 | $6.9B | $4.7B |
总资产SUIZG
| Q4 25 | — | $5.7B | ||
| Q3 25 | $12.8B | $5.7B | ||
| Q2 25 | $13.4B | $5.4B | ||
| Q1 25 | $16.5B | $5.7B | ||
| Q4 24 | $16.5B | $5.8B | ||
| Q3 24 | $17.1B | $6.2B | ||
| Q2 24 | $17.0B | $6.6B | ||
| Q1 24 | $17.1B | $6.8B |
负债/权益比SUIZG
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.04× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $72.0M |
| 自由现金流经营现金流 - 资本支出 | — | $44.0M |
| 自由现金流率自由现金流/营收 | — | 6.7% |
| 资本支出强度资本支出/营收 | — | 4.3% |
| 现金转化率经营现金流/净利润 | 16.35× | 24.00× |
| 过去12个月自由现金流最近4个季度 | — | $235.0M |
8季度趋势，按日历期对齐
经营现金流SUIZG
| Q4 25 | — | $72.0M | ||
| Q3 25 | $197.8M | $105.0M | ||
| Q2 25 | $256.0M | $87.0M | ||
| Q1 25 | $243.9M | $104.0M | ||
| Q4 24 | $118.0M | $122.0M | ||
| Q3 24 | $189.2M | $171.0M | ||
| Q2 24 | $311.3M | $55.0M | ||
| Q1 24 | $242.5M | $80.0M |
自由现金流SUIZG
| Q4 25 | — | $44.0M | ||
| Q3 25 | — | $73.0M | ||
| Q2 25 | — | $50.0M | ||
| Q1 25 | — | $68.0M | ||
| Q4 24 | — | $88.0M | ||
| Q3 24 | — | $138.0M | ||
| Q2 24 | — | $18.0M | ||
| Q1 24 | — | $41.0M |
自由现金流率SUIZG
| Q4 25 | — | 6.7% | ||
| Q3 25 | — | 10.8% | ||
| Q2 25 | — | 7.6% | ||
| Q1 25 | — | 11.4% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | — | 23.8% | ||
| Q2 24 | — | 3.1% | ||
| Q1 24 | — | 7.8% |
资本支出强度SUIZG
| Q4 25 | — | 4.3% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 5.6% | ||
| Q1 25 | — | 6.0% | ||
| Q4 24 | — | 6.1% | ||
| Q3 24 | — | 5.7% | ||
| Q2 24 | — | 6.5% | ||
| Q1 24 | — | 7.4% |
现金转化率SUIZG
| Q4 25 | — | 24.00× | ||
| Q3 25 | 16.35× | 10.50× | ||
| Q2 25 | 0.19× | 43.50× | ||
| Q1 25 | — | 13.00× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 5.49× | — | ||
| 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
SUI
暂无分部数据
ZG
| Residential Revenue | $418.0M | 64% |
| Rental Revenue | $168.0M | 26% |
| Mortgage Revenue | $57.0M | 9% |
| Display Advertising And Other Revenue | $11.0M | 2% |
