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赛博思资本（AFCG）与好事达（ALL）财务数据对比。点击上方公司名可切换其他公司
好事达的季度营收约是赛博思资本的3344.4倍（$17.3B vs $5.2M）。好事达净利率更高（22.1% vs 17.6%，领先4.5%）。好事达同比增速更快（5.1% vs -32.1%）。过去两年好事达的营收复合增速更高（6.6% vs -36.2%）
赛布斯资本管理是一家美国另类投资机构，业务遍及全球，投资领域涵盖信贷、私募股权与房地产，总部设立于纽约。该机构由史蒂夫·范伯格与威廉·里克特于1992年联合创立，目前在美国、欧洲及亚洲均设有分支与咨询办事处。
好事达集团是面向美国、加拿大市场的综合性保险服务商，提供财产险、意外险及其他保险产品。旗下设好事达保险、保障服务、健康福利、到期财产责任险四大板块，主营私人乘用车险、房屋保险，亦覆盖摩托车、房车、越野车等特种车险及各类个人保险产品。
AFCG vs ALL — 直观对比
营收规模更大
ALL
是对方的3344.4倍
$5.2M
营收增速更快
ALL
高出37.2%
-32.1%
净利率更高
ALL
高出4.5%
17.6%
两年增速更快
ALL
近两年复合增速
-36.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.2M | $17.3B |
| 净利润 | $914.0K | $3.8B |
| 毛利率 | — | — |
| 营业利润率 | 23.2% | — |
| 净利率 | 17.6% | 22.1% |
| 营收同比 | -32.1% | 5.1% |
| 净利润同比 | 192.2% | 98.8% |
| 每股收益（稀释后） | $0.04 | $14.24 |
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AFCGALL
| Q4 25 | $5.2M | $17.3B | ||
| Q3 25 | $6.5M | $17.3B | ||
| Q2 25 | $6.2M | $16.6B | ||
| Q1 25 | $6.6M | $16.5B | ||
| Q4 24 | $7.6M | $16.5B | ||
| Q3 24 | $8.9M | $16.6B | ||
| Q2 24 | $16.4M | $15.7B | ||
| Q1 24 | $12.7M | $15.3B |
净利润AFCGALL
| Q4 25 | $914.0K | $3.8B | ||
| Q3 25 | $-12.5M | $3.7B | ||
| Q2 25 | $-13.2M | $2.1B | ||
| Q1 25 | $4.1M | $595.0M | ||
| Q4 24 | $-991.5K | $1.9B | ||
| Q3 24 | $1.4M | $1.2B | ||
| Q2 24 | $16.4M | $331.0M | ||
| Q1 24 | $-54.1K | $1.2B |
营业利润率AFCGALL
| Q4 25 | 23.2% | — | ||
| Q3 25 | -204.6% | — | ||
| Q2 25 | -214.4% | — | ||
| Q1 25 | 62.9% | — | ||
| Q4 24 | -18.0% | — | ||
| Q3 24 | 18.1% | — | ||
| Q2 24 | 94.4% | — | ||
| Q1 24 | -11.1% | — |
净利率AFCGALL
| Q4 25 | 17.6% | 22.1% | ||
| Q3 25 | -191.3% | 21.7% | ||
| Q2 25 | -212.2% | 12.7% | ||
| Q1 25 | 61.2% | 3.6% | ||
| Q4 24 | -13.0% | 11.7% | ||
| Q3 24 | 15.6% | 7.2% | ||
| Q2 24 | 100.3% | 2.1% | ||
| Q1 24 | -0.4% | 8.0% |
每股收益（稀释后）AFCGALL
| Q4 25 | $0.04 | $14.24 | ||
| Q3 25 | $-0.57 | $13.95 | ||
| Q2 25 | $-0.60 | $7.76 | ||
| Q1 25 | $0.18 | $2.11 | ||
| Q4 24 | $-0.07 | $7.07 | ||
| Q3 24 | $0.06 | $4.33 | ||
| Q2 24 | $0.80 | $1.13 | ||
| Q1 24 | $-0.01 | $4.46 |
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 | $38.6M | $4.9B |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | $175.6M | $30.6B |
| 总资产 | $275.6M | $119.8B |
| 负债/权益比越低杠杆越低 | — | 0.24× |
8季度趋势，按日历期对齐
现金及短期投资AFCGALL
| Q4 25 | $38.6M | $4.9B | ||
| Q3 25 | $45.1M | $8.7B | ||
| Q2 25 | $3.4M | $9.6B | ||
| Q1 25 | $3.3M | $6.5B | ||
| Q4 24 | $103.6M | $4.5B | ||
| Q3 24 | $122.2M | $7.0B | ||
| Q2 24 | $170.3M | $5.3B | ||
| Q1 24 | $82.3M | $4.3B |
总债务AFCGALL
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $8.1B | ||
| Q2 25 | — | $8.1B | ||
| Q1 25 | — | $8.1B | ||
| Q4 24 | — | $8.1B | ||
| Q3 24 | — | $8.1B | ||
| Q2 24 | — | $8.1B | ||
| Q1 24 | — | $7.9B |
股东权益AFCGALL
| Q4 25 | $175.6M | $30.6B | ||
| Q3 25 | $169.3M | $27.5B | ||
| Q2 25 | $184.7M | $24.0B | ||
| Q1 25 | $200.8M | $22.1B | ||
| Q4 24 | $201.4M | $21.4B | ||
| Q3 24 | $206.1M | $20.9B | ||
| Q2 24 | $314.3M | $18.6B | ||
| Q1 24 | $310.6M | $18.6B |
总资产AFCGALL
| Q4 25 | $275.6M | $119.8B | ||
| Q3 25 | $288.7M | $120.4B | ||
| Q2 25 | $290.6M | $115.9B | ||
| Q1 25 | $321.7M | $115.2B | ||
| Q4 24 | $402.1M | $111.6B | ||
| Q3 24 | $366.6M | $113.7B | ||
| Q2 24 | $458.0M | $108.4B | ||
| Q1 24 | $476.4M | $105.2B |
负债/权益比AFCGALL
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.29× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.37× | ||
| Q4 24 | — | 0.38× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | — | 0.43× | ||
| Q1 24 | — | 0.43× |
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 | $-560.9K | $3.0B |
| 自由现金流经营现金流 - 资本支出 | — | $2.9B |
| 自由现金流率自由现金流/营收 | — | 16.7% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | -0.61× | 0.78× |
| 过去12个月自由现金流最近4个季度 | — | $9.9B |
8季度趋势，按日历期对齐
经营现金流AFCGALL
| Q4 25 | $-560.9K | $3.0B | ||
| Q3 25 | $6.1M | $3.3B | ||
| Q2 25 | $1.8M | $1.9B | ||
| Q1 25 | $3.9M | $2.0B | ||
| Q4 24 | $2.2M | $1.7B | ||
| Q3 24 | $2.6M | $3.2B | ||
| Q2 24 | $10.3M | $2.4B | ||
| Q1 24 | $6.4M | $1.7B |
自由现金流AFCGALL
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $2.3B | ||
| Q1 24 | — | $1.6B |
自由现金流率AFCGALL
| Q4 25 | — | 16.7% | ||
| Q3 25 | — | 18.8% | ||
| Q2 25 | — | 11.3% | ||
| Q1 25 | — | 11.4% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | 18.9% | ||
| Q2 24 | — | 14.7% | ||
| Q1 24 | — | 10.6% |
资本支出强度AFCGALL
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.3% |
现金转化率AFCGALL
| Q4 25 | -0.61× | 0.78× | ||
| Q3 25 | — | 0.88× | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | 0.96× | 3.30× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | 1.91× | 2.69× | ||
| Q2 24 | 0.63× | 7.13× | ||
| Q1 24 | — | 1.37× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
