Millrose Properties is a Homesite Option Purchase Platform (HOPP'R), an evolution of residential land banking, accelerating homebuilders' capital-efficient gr…
$25.92-2.19%
报价 2026-11-06
市值
$4B
EV
$6.87B
PE (TTM)
10.0x
预期 PE (FY2026)
8.4x
52 周区间距高点 -19.5%
$21.22$32.18
筛选结果
pipeline · 2026-11-06Keep✓ 高增长✓ Cheap✗ GARP
Growth Pool: next 1Y revenue growth > 30%
Cheap Pool: PE <= 12, P/FCF <= 12
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.2x | 3.02 → 3.33（1.1x） | 7.8 |
| FY+32028-12 | 1.1x | 3.02 → 3.34（1.1x） | 7.8 |
毛利率 96% · TTM 收入 $792M · 基数 EPS 3.02（调整后）
无去年同季
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
去生成基本面报告 →历史股价
加载中…
事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| MRPMillrose Properties, Inc. | $4B | -2.2% | +39.0% | 84.8% | 10.0x | 10.5x | 0.8x | 高增长 Cheap |
| REXRRexford Industrial Realty, Inc. | $8.23B | -0.9% | -4.6% | 77.1% | – | 5759.2x | 38.4x | |
| MACThe Macerich Company | $7.33B | -0.7% | +2.5% | 68.8% | – | 29.9x | 34.7x | |
| BPYPOBrookfield Property Partners L.P. | $6.66B | -0.3% | – | 54.7% | – | 15.0x | – | |
| PECOPhillips Edison & Company, Inc. | $5.23B | -0.8% | +15.1% | 71.1% | 41.4x | 14.5x | 24.5x | GARP |
| KRGKite Realty Group Trust | $5.04B | -1.0% | -4.0% | 53.3% | 17.7x | 10.8x | 17.8x | |
| CUZCousins Properties Incorporated | $4.87B | +0.3% | +7.6% | 57.6% | 92.2x | 11.7x | – | |
| HHHHoward Hughes Holdings Inc. | $4.64B | -0.4% | +15.2% | 18.7% | 30.5x | 14.4x | 10.0x | GARP |
| KRCKilroy Realty Corporation | $4.17B | -1.2% | -3.5% | 67% | 12.4x | 10.0x | 623.2x | |
| 同行中位数 | – | – | +2.5% | 62.3% | 30.5x | 14.5x | 29.6x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 | 2024-09-30 Q3 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $196.9M | $194.9M | $189.5M | $179.3M | $149M | $82.7M | $-348.1M | $123.7M |
| Gross Margin | 84.8% | 100% | 100% | 100% | 85.3% | 85.4% | 0% | 77.9% |
| Operating Margin | 85.2% | 85.2% | 84.8% | 85.3% | 85.1% | 55.2% | 0% | 22.9% |
| Net Income | $125.9M | $122.9M | $122.2M | $105.1M | $112.8M | $39.8M | $-449.3M | $23.6M |
| Diluted EPS | 0.76 | 0.74 | 0.74 | 0.63 | 0.68 | 0.39 | -2.71 | 0.16 |
| Operating Cash Flow | $886M | $797.3M | $3.42B | $123.1M | $109.1M | $21.3M | $-1.18B | $-339.7M |