vs
埃森哲（ACN）与阿里巴巴集团控股有限公司（BABA）财务数据对比。点击上方公司名可切换其他公司
阿里巴巴集团控股有限公司的季度营收约是埃森哲的2.1倍（$38.8B vs $18.0B）。埃森哲净利率更高（10.1% vs 5.8%，领先4.4%）
埃森哲是总部位于爱尔兰都柏林的科技咨询企业，成立于1989年，业务覆盖全球120个国家和地区，面向各行业客户提供信息技术、管理咨询等专业服务，助力企业优化运营效率、实现数字化升级。
阿里巴巴集团控股有限公司是1999年6月28日于浙江杭州创立的中国跨国科技企业，核心业务覆盖电商、零售、互联网及科技领域，运营面向中国及全球市场的C2C、B2C、B2B交易平台，同时提供本地生活服务、数字媒体娱乐、物流、云计算等多元服务，服务全球海量消费者与企业客户。
ACN vs BABA — 直观对比
营收规模更大
BABA
是对方的2.1倍
$18.0B
净利率更高
ACN
高出4.4%
5.8%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $18.0B | $38.8B |
| 净利润 | $1.8B | $2.2B |
| 毛利率 | 30.3% | 40.2% |
| 营业利润率 | 13.8% | 6.6% |
| 净利率 | 10.1% | 5.8% |
| 营收同比 | 8.3% | — |
| 净利润同比 | 2.1% | — |
| 每股收益（稀释后） | $2.93 | $6.64 |
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ACNBABA
| Q1 26 | $18.0B | — | ||
| Q4 25 | $18.7B | $38.8B | ||
| Q3 25 | $17.6B | $34.2B | ||
| Q2 25 | $17.7B | $32.6B | ||
| Q1 25 | $16.7B | — | ||
| Q4 24 | $17.7B | $38.7B | ||
| Q3 24 | $16.4B | — | ||
| Q2 24 | $16.5B | — |
净利润ACNBABA
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.2B | $2.2B | ||
| Q3 25 | $1.4B | $2.9B | ||
| Q2 25 | $2.2B | $1.7B | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $2.3B | $6.8B | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.9B | — |
毛利率ACNBABA
| Q1 26 | 30.3% | — | ||
| Q4 25 | 33.1% | 40.2% | ||
| Q3 25 | 31.9% | 39.2% | ||
| Q2 25 | 32.9% | 38.4% | ||
| Q1 25 | 29.9% | — | ||
| Q4 24 | 32.9% | 42.0% | ||
| Q3 24 | 32.5% | — | ||
| Q2 24 | 33.4% | — |
营业利润率ACNBABA
| Q1 26 | 13.8% | — | ||
| Q4 25 | 15.3% | 6.6% | ||
| Q3 25 | 11.6% | 2.2% | ||
| Q2 25 | 16.8% | 12.0% | ||
| Q1 25 | 13.5% | — | ||
| Q4 24 | 16.7% | 14.7% | ||
| Q3 24 | 14.3% | — | ||
| Q2 24 | 16.0% | — |
净利率ACNBABA
| Q1 26 | 10.1% | — | ||
| Q4 25 | 11.8% | 5.8% | ||
| Q3 25 | 8.0% | 8.5% | ||
| Q2 25 | 12.4% | 5.3% | ||
| Q1 25 | 10.7% | — | ||
| Q4 24 | 12.9% | 17.5% | ||
| Q3 24 | 10.3% | — | ||
| Q2 24 | 11.7% | — |
每股收益（稀释后）ACNBABA
| Q1 26 | $2.93 | — | ||
| Q4 25 | $3.54 | $6.64 | ||
| Q3 25 | $2.25 | $8.72 | ||
| Q2 25 | $3.49 | $5.20 | ||
| Q1 25 | $2.82 | — | ||
| Q4 24 | $3.59 | $20.40 | ||
| Q3 24 | $2.67 | — | ||
| Q2 24 | $3.04 | — |
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 | $9.4B | $18.3B |
| 总债务越低越好 | $5.0B | — |
| 股东权益账面价值 | $31.2B | $148.7B |
| 总资产 | $67.1B | $268.6B |
| 负债/权益比越低杠杆越低 | 0.16× | — |
8季度趋势，按日历期对齐
现金及短期投资ACNBABA
| Q1 26 | $9.4B | — | ||
| Q4 25 | $9.7B | $18.3B | ||
| Q3 25 | $11.5B | $19.0B | ||
| Q2 25 | $9.6B | $20.0B | ||
| Q1 25 | $8.5B | — | ||
| Q4 24 | $8.3B | $22.3B | ||
| Q3 24 | $5.0B | — | ||
| Q2 24 | $5.5B | — |
总债务ACNBABA
| Q1 26 | $5.0B | — | ||
| Q4 25 | $5.0B | — | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $5.0B | — | ||
| Q1 25 | $5.0B | — | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $78.6M | — | ||
| Q2 24 | $68.9M | — |
股东权益ACNBABA
| Q1 26 | $31.2B | — | ||
| Q4 25 | $30.9B | $148.7B | ||
| Q3 25 | $31.2B | $145.0B | ||
| Q2 25 | $30.6B | $139.2B | ||
| Q1 25 | $29.2B | — | ||
| Q4 24 | $29.2B | $137.2B | ||
| Q3 24 | $28.3B | — | ||
| Q2 24 | $27.7B | — |
总资产ACNBABA
| Q1 26 | $67.1B | — | ||
| Q4 25 | $64.7B | $268.6B | ||
| Q3 25 | $65.4B | $264.6B | ||
| Q2 25 | $63.4B | $248.6B | ||
| Q1 25 | $59.9B | — | ||
| Q4 24 | $59.9B | $254.1B | ||
| Q3 24 | $55.9B | — | ||
| Q2 24 | $54.1B | — |
负债/权益比ACNBABA
| Q1 26 | 0.16× | — | ||
| Q4 25 | 0.16× | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.16× | — | ||
| Q1 25 | 0.17× | — | ||
| Q4 24 | 0.17× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — |
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 | $3.8B | $5.2B |
| 自由现金流经营现金流 - 资本支出 | $3.7B | — |
| 自由现金流率自由现金流/营收 | 20.3% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 现金转化率经营现金流/净利润 | 2.09× | 2.31× |
| 过去12个月自由现金流最近4个季度 | $12.5B | — |
8季度趋势，按日历期对齐
经营现金流ACNBABA
| Q1 26 | $3.8B | — | ||
| Q4 25 | $1.7B | $5.2B | ||
| Q3 25 | $3.9B | $1.4B | ||
| Q2 25 | $3.7B | $3.8B | ||
| Q1 25 | $2.9B | — | ||
| Q4 24 | $1.0B | $9.7B | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $3.1B | — |
自由现金流ACNBABA
| Q1 26 | $3.7B | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $3.8B | — | ||
| Q2 25 | $3.5B | — | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $870.3M | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.0B | — |
自由现金流率ACNBABA
| Q1 26 | 20.3% | — | ||
| Q4 25 | 8.0% | — | ||
| Q3 25 | 21.6% | — | ||
| Q2 25 | 19.8% | — | ||
| Q1 25 | 16.1% | — | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | 19.4% | — | ||
| Q2 24 | 18.3% | — |
资本支出强度ACNBABA
| Q1 26 | 0.8% | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 0.8% | — |
现金转化率ACNBABA
| Q1 26 | 2.09× | — | ||
| Q4 25 | 0.75× | 2.31× | ||
| Q3 25 | 2.77× | 0.49× | ||
| Q2 25 | 1.68× | 2.19× | ||
| Q1 25 | 1.60× | — | ||
| Q4 24 | 0.45× | 1.43× | ||
| Q3 24 | 2.01× | — | ||
| Q2 24 | 1.63× | — |
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
ACN
| Products | $5.5B | 30% |
| Health And Public Service | $3.7B | 20% |
| Financial Services Sector | $3.4B | 19% |
| Communications Media And Technology | $3.1B | 17% |
| Resources | $2.4B | 13% |
BABA
| Alibaba China E-commerce Group | $22.8B | 59% |
| All others | $9.6B | 25% |
| Cloud Intelligence Group | $6.2B | 16% |
