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Abacus Global Management, Inc.(ABX)与Artisan Partners Asset Management Inc.(APAM)财务数据对比。点击上方公司名可切换其他公司
Artisan Partners Asset Management Inc.的季度营收约是Abacus Global Management, Inc.的4.7倍($335.5M vs $71.9M),Artisan Partners Asset Management Inc.净利率更高(35.2% vs 10.1%,领先25.1%),Abacus Global Management, Inc.同比增速更快(116.5% vs 12.9%),Artisan Partners Asset Management Inc.自由现金流更多($171.6M vs $-26.6M),过去两年Abacus Global Management, Inc.的营收复合增速更高(82.9% vs 12.7%)
Abacus集团是澳大利亚ASX 200指数成分公众上市公司,专注投资澳大利亚房地产投资信托,投资组合集中在写字楼与自助仓储领域,同时管理房地产开发的legacy投资项目。该公司原名为Abacus地产集团,2023年8月拆分出了自助仓储业务Abacus Storage King。
阿蒂森伙伴资产管理公司(Artisan Partners)是总部位于美国威斯康星州密尔沃基的资产管理机构,除美国本土外,还在都柏林、香港、伦敦、新加坡、悉尼设有办公室,为全球客户提供专业的资产管理服务。
ABX vs APAM — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $71.9M | $335.5M |
| 净利润 | $7.2M | $118.1M |
| 毛利率 | 88.8% | — |
| 营业利润率 | 31.7% | 39.2% |
| 净利率 | 10.1% | 35.2% |
| 营收同比 | 116.5% | 12.9% |
| 净利润同比 | 139.6% | 34.9% |
| 每股收益(稀释后) | $0.06 | $1.36 |
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
| Q4 25 | $71.9M | $335.5M | ||
| Q3 25 | $63.0M | $301.3M | ||
| Q2 25 | $56.2M | $282.7M | ||
| Q1 25 | $44.1M | $277.1M | ||
| Q4 24 | $33.2M | $297.1M | ||
| Q3 24 | $28.1M | $279.6M | ||
| Q2 24 | $29.1M | $270.8M | ||
| Q1 24 | $21.5M | $264.4M |
| Q4 25 | $7.2M | $118.1M | ||
| Q3 25 | $7.1M | $66.8M | ||
| Q2 25 | $17.6M | $67.6M | ||
| Q1 25 | $4.6M | $61.1M | ||
| Q4 24 | $-18.3M | $87.5M | ||
| Q3 24 | $-5.1M | $73.0M | ||
| Q2 24 | $770.0K | $57.6M | ||
| Q1 24 | $-1.3M | $59.5M |
| Q4 25 | 88.8% | — | ||
| Q3 25 | 87.8% | — | ||
| Q2 25 | 89.2% | — | ||
| Q1 25 | 83.9% | — | ||
| Q4 24 | 88.8% | — | ||
| Q3 24 | 92.2% | — | ||
| Q2 24 | 90.6% | — | ||
| Q1 24 | 87.3% | — |
| Q4 25 | 31.7% | 39.2% | ||
| Q3 25 | 35.6% | 33.8% | ||
| Q2 25 | 40.1% | 28.2% | ||
| Q1 25 | 47.6% | 31.2% | ||
| Q4 24 | -50.5% | 36.7% | ||
| Q3 24 | 24.3% | 33.3% | ||
| Q2 24 | 23.3% | 32.0% | ||
| Q1 24 | 10.5% | 29.4% |
| Q4 25 | 10.1% | 35.2% | ||
| Q3 25 | 11.2% | 22.2% | ||
| Q2 25 | 31.3% | 23.9% | ||
| Q1 25 | 10.5% | 22.1% | ||
| Q4 24 | -55.0% | 29.5% | ||
| Q3 24 | -18.2% | 26.1% | ||
| Q2 24 | 2.6% | 21.3% | ||
| Q1 24 | -6.3% | 22.5% |
| Q4 25 | $0.06 | $1.36 | ||
| Q3 25 | $0.07 | $0.93 | ||
| Q2 25 | $0.18 | $0.94 | ||
| Q1 25 | $0.05 | $0.82 | ||
| Q4 24 | $-0.26 | $0.99 | ||
| Q3 24 | $-0.07 | $1.03 | ||
| Q2 24 | $0.01 | $0.80 | ||
| Q1 24 | $-0.02 | $0.84 |
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 | $38.1M | — |
| 总债务越低越好 | $405.8M | $190.0M |
| 股东权益账面价值 | $418.5M | $438.8M |
| 总资产 | $902.2M | $1.6B |
| 负债/权益比越低杠杆越低 | 0.97× | 0.43× |
8季度趋势,按日历期对齐
| Q4 25 | $38.1M | — | ||
| Q3 25 | $86.4M | — | ||
| Q2 25 | $74.8M | — | ||
| Q1 25 | $43.8M | — | ||
| Q4 24 | $131.9M | — | ||
| Q3 24 | $19.4M | — | ||
| Q2 24 | $91.3M | — | ||
| Q1 24 | $65.4M | — |
| Q4 25 | $405.8M | $190.0M | ||
| Q3 25 | $409.3M | $190.0M | ||
| Q2 25 | — | $200.0M | ||
| Q1 25 | — | $200.0M | ||
| Q4 24 | $380.8M | $200.0M | ||
| Q3 24 | — | $200.0M | ||
| Q2 24 | — | $200.0M | ||
| Q1 24 | — | $200.0M |
| Q4 25 | $418.5M | $438.8M | ||
| Q3 25 | $434.6M | $402.1M | ||
| Q2 25 | $416.5M | $381.8M | ||
| Q1 25 | $430.6M | $356.5M | ||
| Q4 24 | $423.3M | $388.9M | ||
| Q3 24 | $257.9M | $372.1M | ||
| Q2 24 | $256.8M | $341.2M | ||
| Q1 24 | $165.3M | $320.3M |
| Q4 25 | $902.2M | $1.6B | ||
| Q3 25 | $918.9M | $1.6B | ||
| Q2 25 | $848.4M | $1.4B | ||
| Q1 25 | $856.5M | $1.4B | ||
| Q4 24 | $874.2M | $1.6B | ||
| Q3 24 | $477.3M | $1.6B | ||
| Q2 24 | $483.9M | $1.5B | ||
| Q1 24 | $376.7M | $1.5B |
| Q4 25 | 0.97× | 0.43× | ||
| Q3 25 | 0.94× | 0.47× | ||
| Q2 25 | — | 0.52× | ||
| Q1 25 | — | 0.56× | ||
| Q4 24 | 0.90× | 0.51× | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | 0.59× | ||
| Q1 24 | — | 0.62× |
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 | $-25.7M | $172.0M |
| 自由现金流经营现金流 - 资本支出 | $-26.6M | $171.6M |
| 自由现金流率自由现金流/营收 | -37.0% | 51.2% |
| 资本支出强度资本支出/营收 | 1.3% | 0.1% |
| 现金转化率经营现金流/净利润 | -3.55× | 1.46× |
| 过去12个月自由现金流最近4个季度 | $-45.7M | $420.6M |
8季度趋势,按日历期对齐
| Q4 25 | $-25.7M | $172.0M | ||
| Q3 25 | $-32.8M | $40.4M | ||
| Q2 25 | $76.1M | $50.9M | ||
| Q1 25 | $-61.6M | $157.9M | ||
| Q4 24 | $-208.8M | $372.8M | ||
| Q3 24 | $-52.3M | $112.8M | ||
| Q2 24 | $-67.1M | $75.9M | ||
| Q1 24 | $2.5M | $147.0M |
| Q4 25 | $-26.6M | $171.6M | ||
| Q3 25 | $-32.9M | $40.4M | ||
| Q2 25 | $75.7M | $50.9M | ||
| Q1 25 | $-61.8M | $157.7M | ||
| Q4 24 | $-209.6M | $371.3M | ||
| Q3 24 | $-52.5M | $112.4M | ||
| Q2 24 | $-67.2M | $75.2M | ||
| Q1 24 | $2.4M | $146.9M |
| Q4 25 | -37.0% | 51.2% | ||
| Q3 25 | -52.3% | 13.4% | ||
| Q2 25 | 134.6% | 18.0% | ||
| Q1 25 | -140.0% | 56.9% | ||
| Q4 24 | -631.1% | 125.0% | ||
| Q3 24 | -186.6% | 40.2% | ||
| Q2 24 | -231.3% | 27.8% | ||
| Q1 24 | 10.9% | 55.6% |
| Q4 25 | 1.3% | 0.1% | ||
| Q3 25 | 0.3% | 0.0% | ||
| Q2 25 | 0.8% | 0.0% | ||
| Q1 25 | 0.5% | 0.1% | ||
| Q4 24 | 2.4% | 0.5% | ||
| Q3 24 | 0.9% | 0.1% | ||
| Q2 24 | 0.7% | 0.2% | ||
| Q1 24 | 0.8% | 0.0% |
| Q4 25 | -3.55× | 1.46× | ||
| Q3 25 | -4.63× | 0.60× | ||
| Q2 25 | 4.33× | 0.75× | ||
| Q1 25 | -13.28× | 2.58× | ||
| Q4 24 | — | 4.26× | ||
| Q3 24 | — | 1.54× | ||
| Q2 24 | -87.09× | 1.32× | ||
| Q1 24 | — | 2.47× |
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
ABX
| Life Solutions Segment | $63.0M | 88% |
| Asset Management Segment | $8.7M | 12% |
APAM
暂无分部数据