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Acadian Asset Management Inc.（AAMI）与LiveRamp Holdings, Inc.（RAMP）财务数据对比。点击上方公司名可切换其他公司
LiveRamp Holdings, Inc.的季度营收约是Acadian Asset Management Inc.的1.2倍（$212.2M vs $172.2M），Acadian Asset Management Inc.净利率更高（20.2% vs 18.8%，领先1.4%），LiveRamp Holdings, Inc.同比增速更快（8.6% vs 2.6%），过去两年Acadian Asset Management Inc.的营收复合增速更高（27.6% vs 11.1%）
Acadian Asset Management Inc.是一家总部位于美国马萨诸塞州波士顿的资产管理机构，专注于为全球机构及个人客户提供专业的投资管理解决方案，在资产管理领域拥有成熟的服务经验与市场布局。
LiveRamp Holdings, Inc.是一家美国SaaS企业，核心业务为提供数据连接平台，服务涵盖数据导入、线下数据线上迁移等能力，助力企业开展营销相关的数据应用，为品牌及营销从业者的数字化运营提供技术支撑。
AAMI vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.2倍
$172.2M
营收增速更快
RAMP
高出6.0%
2.6%
净利率更高
AAMI
高出1.4%
18.8%
两年增速更快
AAMI
近两年复合增速
11.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $172.2M | $212.2M |
| 净利润 | $34.7M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | 33.3% | 18.6% |
| 净利率 | 20.2% | 18.8% |
| 营收同比 | 2.6% | 8.6% |
| 净利润同比 | -18.4% | 255.7% |
| 每股收益（稀释后） | $0.97 | $0.62 |
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AAMIRAMP
| Q4 25 | $172.2M | $212.2M | ||
| Q3 25 | $144.2M | $199.8M | ||
| Q2 25 | $127.4M | $194.8M | ||
| Q1 25 | $119.9M | $188.7M | ||
| Q4 24 | $167.8M | $195.4M | ||
| Q3 24 | $123.1M | $185.5M | ||
| Q2 24 | $109.0M | $176.0M | ||
| Q1 24 | $105.7M | $171.9M |
净利润AAMIRAMP
| Q4 25 | $34.7M | $39.9M | ||
| Q3 25 | $15.1M | $27.4M | ||
| Q2 25 | $10.1M | $7.7M | ||
| Q1 25 | $20.1M | $-6.3M | ||
| Q4 24 | $42.5M | $11.2M | ||
| Q3 24 | $16.9M | $1.7M | ||
| Q2 24 | $11.0M | $-7.5M | ||
| Q1 24 | $14.6M | $-5.4M |
毛利率AAMIRAMP
| Q4 25 | — | 71.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.1% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | — | 70.6% | ||
| Q1 24 | — | 72.2% |
营业利润率AAMIRAMP
| Q4 25 | 33.3% | 18.6% | ||
| Q3 25 | 18.4% | 10.7% | ||
| Q2 25 | 12.7% | 3.7% | ||
| Q1 25 | 26.6% | -6.1% | ||
| Q4 24 | 38.7% | 7.5% | ||
| Q3 24 | 21.9% | 4.0% | ||
| Q2 24 | 18.9% | -3.0% | ||
| Q1 24 | 21.7% | -8.3% |
净利率AAMIRAMP
| Q4 25 | 20.2% | 18.8% | ||
| Q3 25 | 10.5% | 13.7% | ||
| Q2 25 | 7.9% | 4.0% | ||
| Q1 25 | 16.8% | -3.3% | ||
| Q4 24 | 25.3% | 5.7% | ||
| Q3 24 | 13.7% | 0.9% | ||
| Q2 24 | 10.1% | -4.3% | ||
| Q1 24 | 13.8% | -3.1% |
每股收益（稀释后）AAMIRAMP
| Q4 25 | $0.97 | $0.62 | ||
| Q3 25 | $0.42 | $0.42 | ||
| Q2 25 | $0.28 | $0.12 | ||
| Q1 25 | $0.54 | $-0.10 | ||
| Q4 24 | $1.11 | $0.17 | ||
| Q3 24 | $0.45 | $0.03 | ||
| Q2 24 | $0.29 | $-0.11 | ||
| Q1 24 | $0.37 | $-0.09 |
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 | — | $403.4M |
| 总债务越低越好 | $200.0M | — |
| 股东权益账面价值 | — | $962.3M |
| 总资产 | $677.0M | $1.3B |
| 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AAMIRAMP
| Q4 25 | — | $403.4M | ||
| Q3 25 | — | $376.9M | ||
| Q2 25 | — | $371.1M | ||
| Q1 25 | — | $420.8M | ||
| Q4 24 | — | $384.3M | ||
| Q3 24 | — | $348.4M | ||
| Q2 24 | — | $342.7M | ||
| Q1 24 | — | $368.9M |
总债务AAMIRAMP
| Q4 25 | $200.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $275.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AAMIRAMP
| Q4 25 | — | $962.3M | ||
| Q3 25 | — | $943.8M | ||
| Q2 25 | — | $947.8M | ||
| Q1 25 | — | $948.9M | ||
| Q4 24 | — | $957.7M | ||
| Q3 24 | — | $932.1M | ||
| Q2 24 | — | $951.9M | ||
| Q1 24 | — | $949.1M |
总资产AAMIRAMP
| Q4 25 | $677.0M | $1.3B | ||
| Q3 25 | $751.4M | $1.2B | ||
| Q2 25 | $672.3M | $1.2B | ||
| Q1 25 | $677.3M | $1.3B | ||
| Q4 24 | $703.2M | $1.3B | ||
| Q3 24 | $555.2M | $1.2B | ||
| Q2 24 | $533.1M | $1.2B | ||
| Q1 24 | $544.9M | $1.2B |
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 | $-2.4M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | -0.07× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AAMIRAMP
| Q4 25 | $-2.4M | — | ||
| Q3 25 | $-23.9M | $57.4M | ||
| Q2 25 | $61.6M | $-15.8M | ||
| Q1 25 | $-48.8M | — | ||
| Q4 24 | $55.8M | $45.1M | ||
| Q3 24 | $69.6M | $55.6M | ||
| Q2 24 | $45.7M | $-9.3M | ||
| Q1 24 | $-40.4M | — |
自由现金流AAMIRAMP
| Q4 25 | — | — | ||
| Q3 25 | — | $56.8M | ||
| Q2 25 | — | $-16.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $44.8M | ||
| Q3 24 | — | $55.4M | ||
| Q2 24 | — | $-9.6M | ||
| Q1 24 | — | — |
自由现金流率AAMIRAMP
| Q4 25 | — | — | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | — | -8.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 22.9% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | -5.4% | ||
| Q1 24 | — | — |
资本支出强度AAMIRAMP
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 1.0% |
现金转化率AAMIRAMP
| Q4 25 | -0.07× | — | ||
| Q3 25 | -1.58× | 2.09× | ||
| Q2 25 | 6.10× | -2.04× | ||
| Q1 25 | -2.43× | — | ||
| Q4 24 | 1.31× | 4.02× | ||
| Q3 24 | 4.12× | 32.10× | ||
| Q2 24 | 4.15× | — | ||
| Q1 24 | -2.77× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
