vs
埃森哲(ACN)与万事达卡(MA)财务数据对比。点击上方公司名可切换其他公司
埃森哲的季度营收约是万事达卡的2.0倍($18.0B vs $8.8B)。万事达卡净利率更高(46.1% vs 10.1%,领先36.0%)。万事达卡同比增速更快(17.6% vs 8.3%)。万事达卡自由现金流更多($4.9B vs $3.7B)。过去两年万事达卡的营收复合增速更高(17.8% vs 4.7%)
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。
万事达卡是总部位于美国纽约帕切斯的跨国支付卡服务企业,核心业务为处理商户收单银行与持卡人发卡机构之间的支付交易,同时提供旗下品牌借记卡、信用卡、预付卡及相关配套支付服务,服务网络覆盖全球,于2006年公开上市。
ACN vs MA — 直观对比
营收规模更大
ACN
是对方的2.0倍
$8.8B
营收增速更快
MA
高出9.3%
8.3%
净利率更高
MA
高出36.0%
10.1%
自由现金流更多
MA
多$1.2B
$3.7B
两年增速更快
MA
近两年复合增速
4.7%
损益表 — Q2 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $18.0B | $8.8B |
| 净利润 | $1.8B | $4.1B |
| 毛利率 | 30.3% | — |
| 营业利润率 | 13.8% | 55.8% |
| 净利率 | 10.1% | 46.1% |
| 营收同比 | 8.3% | 17.6% |
| 净利润同比 | 2.1% | 21.5% |
| 每股收益(稀释后) | $2.93 | $4.52 |
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
ACN
MA
| Q1 26 | $18.0B | — | ||
| Q4 25 | $18.7B | $8.8B | ||
| Q3 25 | $17.6B | $8.6B | ||
| Q2 25 | $17.7B | $8.1B | ||
| Q1 25 | $16.7B | $7.3B | ||
| Q4 24 | $17.7B | $7.5B | ||
| Q3 24 | $16.4B | $7.4B | ||
| Q2 24 | $16.5B | $7.0B |
净利润
ACN
MA
| Q1 26 | $1.8B | — | ||
| Q4 25 | $2.2B | $4.1B | ||
| Q3 25 | $1.4B | $3.9B | ||
| Q2 25 | $2.2B | $3.7B | ||
| Q1 25 | $1.8B | $3.3B | ||
| Q4 24 | $2.3B | $3.3B | ||
| Q3 24 | $1.7B | $3.3B | ||
| Q2 24 | $1.9B | $3.3B |
毛利率
ACN
MA
| Q1 26 | 30.3% | — | ||
| Q4 25 | 33.1% | — | ||
| Q3 25 | 31.9% | — | ||
| Q2 25 | 32.9% | — | ||
| Q1 25 | 29.9% | — | ||
| Q4 24 | 32.9% | — | ||
| Q3 24 | 32.5% | — | ||
| Q2 24 | 33.4% | — |
营业利润率
ACN
MA
| Q1 26 | 13.8% | — | ||
| Q4 25 | 15.3% | 55.8% | ||
| Q3 25 | 11.6% | 58.8% | ||
| Q2 25 | 16.8% | 58.7% | ||
| Q1 25 | 13.5% | 57.2% | ||
| Q4 24 | 16.7% | 52.6% | ||
| Q3 24 | 14.3% | 54.3% | ||
| Q2 24 | 16.0% | 58.0% |
净利率
ACN
MA
| Q1 26 | 10.1% | — | ||
| Q4 25 | 11.8% | 46.1% | ||
| Q3 25 | 8.0% | 45.7% | ||
| Q2 25 | 12.4% | 45.5% | ||
| Q1 25 | 10.7% | 45.2% | ||
| Q4 24 | 12.9% | 44.6% | ||
| Q3 24 | 10.3% | 44.3% | ||
| Q2 24 | 11.7% | 46.8% |
每股收益(稀释后)
ACN
MA
| Q1 26 | $2.93 | — | ||
| Q4 25 | $3.54 | $4.52 | ||
| Q3 25 | $2.25 | $4.34 | ||
| Q2 25 | $3.49 | $4.07 | ||
| Q1 25 | $2.82 | $3.59 | ||
| Q4 24 | $3.59 | $3.64 | ||
| Q3 24 | $2.67 | $3.53 | ||
| Q2 24 | $3.04 | $3.50 |
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 | $10.6B |
| 总债务越低越好 | $5.0B | — |
| 股东权益账面价值 | $31.2B | $7.7B |
| 总资产 | $67.1B | $54.2B |
| 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
ACN
MA
| Q1 26 | $9.4B | — | ||
| Q4 25 | $9.7B | $10.6B | ||
| Q3 25 | $11.5B | $10.3B | ||
| Q2 25 | $9.6B | $9.0B | ||
| Q1 25 | $8.5B | $7.6B | ||
| Q4 24 | $8.3B | $8.4B | ||
| Q3 24 | $5.0B | $11.1B | ||
| Q2 24 | $5.5B | $7.0B |
总债务
ACN
MA
| 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
ACN
MA
| Q1 26 | $31.2B | — | ||
| Q4 25 | $30.9B | $7.7B | ||
| Q3 25 | $31.2B | $7.9B | ||
| Q2 25 | $30.6B | $7.9B | ||
| Q1 25 | $29.2B | $6.7B | ||
| Q4 24 | $29.2B | $6.5B | ||
| Q3 24 | $28.3B | $7.4B | ||
| Q2 24 | $27.7B | $7.4B |
总资产
ACN
MA
| Q1 26 | $67.1B | — | ||
| Q4 25 | $64.7B | $54.2B | ||
| Q3 25 | $65.4B | $53.3B | ||
| Q2 25 | $63.4B | $51.4B | ||
| Q1 25 | $59.9B | $48.5B | ||
| Q4 24 | $59.9B | $48.1B | ||
| Q3 24 | $55.9B | $47.2B | ||
| Q2 24 | $54.1B | $42.3B |
负债/权益比
ACN
MA
| 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 | $5.0B |
| 自由现金流经营现金流 - 资本支出 | $3.7B | $4.9B |
| 自由现金流率自由现金流/营收 | 20.3% | 55.5% |
| 资本支出强度资本支出/营收 | 0.8% | 1.3% |
| 现金转化率经营现金流/净利润 | 2.09× | 1.23× |
| 过去12个月自由现金流最近4个季度 | $12.5B | $17.2B |
8季度趋势,按日历期对齐
经营现金流
ACN
MA
| Q1 26 | $3.8B | — | ||
| Q4 25 | $1.7B | $5.0B | ||
| Q3 25 | $3.9B | $5.7B | ||
| Q2 25 | $3.7B | $4.6B | ||
| Q1 25 | $2.9B | $2.4B | ||
| Q4 24 | $1.0B | $4.8B | ||
| Q3 24 | $3.4B | $5.1B | ||
| Q2 24 | $3.1B | $3.1B |
自由现金流
ACN
MA
| Q1 26 | $3.7B | — | ||
| Q4 25 | $1.5B | $4.9B | ||
| Q3 25 | $3.8B | $5.5B | ||
| Q2 25 | $3.5B | $4.6B | ||
| Q1 25 | $2.7B | $2.2B | ||
| Q4 24 | $870.3M | $4.7B | ||
| Q3 24 | $3.2B | $5.0B | ||
| Q2 24 | $3.0B | $3.0B |
自由现金流率
ACN
MA
| Q1 26 | 20.3% | — | ||
| Q4 25 | 8.0% | 55.5% | ||
| Q3 25 | 21.6% | 63.8% | ||
| Q2 25 | 19.8% | 56.1% | ||
| Q1 25 | 16.1% | 30.6% | ||
| Q4 24 | 4.9% | 63.3% | ||
| Q3 24 | 19.4% | 68.2% | ||
| Q2 24 | 18.3% | 43.4% |
资本支出强度
ACN
MA
| Q1 26 | 0.8% | — | ||
| Q4 25 | 0.8% | 1.3% | ||
| Q3 25 | 0.6% | 2.1% | ||
| Q2 25 | 1.0% | 0.5% | ||
| Q1 25 | 1.0% | 2.2% | ||
| Q4 24 | 0.9% | 1.3% | ||
| Q3 24 | 1.3% | 1.5% | ||
| Q2 24 | 0.8% | 1.7% |
现金转化率
ACN
MA
| Q1 26 | 2.09× | — | ||
| Q4 25 | 0.75× | 1.23× | ||
| Q3 25 | 2.77× | 1.44× | ||
| Q2 25 | 1.68× | 1.24× | ||
| Q1 25 | 1.60× | 0.73× | ||
| Q4 24 | 0.45× | 1.45× | ||
| Q3 24 | 2.01× | 1.57× | ||
| Q2 24 | 1.63× | 0.96× |
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% |
MA
| Payment Network | $4.9B | 56% |
| Value Added Services And Solutions | $3.9B | 44% |