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赛博思资本（AFCG）与LM FUNDING AMERICA, INC.（LMFA）财务数据对比。点击上方公司名可切换其他公司
赛博思资本的季度营收约是LM FUNDING AMERICA, INC.的2.2倍（$5.2M vs $2.4M），LM FUNDING AMERICA, INC.同比增速更快（19.2% vs -32.1%），过去两年LM FUNDING AMERICA, INC.的营收复合增速更高（-29.4% 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。
LM Funding America, Inc.是一家总部位于美国的专业金融服务企业，主要业务为收购、管理及处置逾期不动产税收留置权，服务于美国多地地方政府机构与房地产市场参与主体，核心业务板块聚焦于财产税债权相关的另类资产投资。
AFCG vs LMFA — 直观对比
营收规模更大
AFCG
是对方的2.2倍
$2.4M
LM
营收增速更快
LM
LMFA
高出51.3%
LM
19.2%-32.1%
两年增速更快
LM
LMFA
近两年复合增速
LM
-29.4%-36.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | LM LMFA |
|---|---|---|
| 营收 | $5.2M | $2.4M |
| 净利润 | $914.0K | — |
| 毛利率 | — | — |
| 营业利润率 | 23.2% | — |
| 净利率 | 17.6% | — |
| 营收同比 | -32.1% | 19.2% |
| 净利润同比 | 192.2% | — |
| 每股收益（稀释后） | $0.04 | — |
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AFCG
LM
LMFA| Q4 25 | $5.2M | $2.4M | ||
| Q3 25 | $6.5M | $2.2M | ||
| Q2 25 | $6.2M | $1.9M | ||
| Q1 25 | $6.6M | $2.4M | ||
| Q4 24 | $7.6M | $2.0M | ||
| Q3 24 | $8.9M | $1.3M | ||
| Q2 24 | $16.4M | $3.0M | ||
| Q1 24 | $12.7M | $4.7M |
净利润AFCG
LM
LMFA| Q4 25 | $914.0K | — | ||
| Q3 25 | $-12.5M | $-3.7M | ||
| Q2 25 | $-13.2M | $100.6K | ||
| Q1 25 | $4.1M | $-5.4M | ||
| Q4 24 | $-991.5K | — | ||
| Q3 24 | $1.4M | $-4.3M | ||
| Q2 24 | $16.4M | $-5.6M | ||
| Q1 24 | $-54.1K | $1.9M |
营业利润率AFCG
LM
LMFA| Q4 25 | 23.2% | — | ||
| Q3 25 | -204.6% | -161.5% | ||
| Q2 25 | -214.4% | 22.0% | ||
| Q1 25 | 62.9% | -215.1% | ||
| Q4 24 | -18.0% | — | ||
| Q3 24 | 18.1% | -318.6% | ||
| Q2 24 | 94.4% | -143.2% | ||
| Q1 24 | -11.1% | 21.2% |
净利率AFCG
LM
LMFA| Q4 25 | 17.6% | — | ||
| Q3 25 | -191.3% | -171.2% | ||
| Q2 25 | -212.2% | 5.2% | ||
| Q1 25 | 61.2% | -227.7% | ||
| Q4 24 | -13.0% | — | ||
| Q3 24 | 15.6% | -341.2% | ||
| Q2 24 | 100.3% | -186.2% | ||
| Q1 24 | -0.4% | 40.9% |
每股收益（稀释后）AFCG
LM
LMFA| Q4 25 | $0.04 | — | ||
| Q3 25 | $-0.57 | $-0.41 | ||
| Q2 25 | $-0.60 | $0.02 | ||
| Q1 25 | $0.18 | $-1.05 | ||
| Q4 24 | $-0.07 | — | ||
| Q3 24 | $0.06 | $-2.25 | ||
| Q2 24 | $0.80 | $-2.26 | ||
| Q1 24 | $-0.01 | $0.80 |
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 | | LM LMFA |
|---|---|---|
| 现金及短期投资手头流动性 | $38.6M | $37.4K |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $175.6M | $30.6M |
| 总资产 | $275.6M | $51.3M |
| 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AFCG
LM
LMFA| Q4 25 | $38.6M | $37.4K | ||
| Q3 25 | $45.1M | $23.6K | ||
| Q2 25 | $3.4M | $13.2K | ||
| Q1 25 | $3.3M | $18.3K | ||
| Q4 24 | $103.6M | $27.1K | ||
| Q3 24 | $122.2M | $18.8K | ||
| Q2 24 | $170.3M | $22.1K | ||
| Q1 24 | $82.3M | $15.7K |
股东权益AFCG
LM
LMFA| Q4 25 | $175.6M | $30.6M | ||
| Q3 25 | $169.3M | $50.1M | ||
| Q2 25 | $184.7M | $31.9M | ||
| Q1 25 | $200.8M | $31.7M | ||
| Q4 24 | $201.4M | $37.0M | ||
| Q3 24 | $206.1M | $30.2M | ||
| Q2 24 | $314.3M | $32.5M | ||
| Q1 24 | $310.6M | $38.5M |
总资产AFCG
LM
LMFA| Q4 25 | $275.6M | $51.3M | ||
| Q3 25 | $288.7M | $60.2M | ||
| Q2 25 | $290.6M | $39.0M | ||
| Q1 25 | $321.7M | $39.1M | ||
| Q4 24 | $402.1M | $44.0M | ||
| Q3 24 | $366.6M | $37.9M | ||
| Q2 24 | $458.0M | $35.1M | ||
| Q1 24 | $476.4M | $40.6M |
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 | | LM LMFA |
|---|---|---|
| 经营现金流最新季度 | $11.2M | $-14.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-16.2M |
| 自由现金流率自由现金流/营收 | — | -684.3% |
| 资本支出强度资本支出/营收 | — | 93.2% |
| 现金转化率经营现金流/净利润 | 12.29× | — |
| 过去12个月自由现金流最近4个季度 | — | $-25.6M |
8季度趋势，按日历期对齐
经营现金流AFCG
LM
LMFA| Q4 25 | $11.2M | $-14.0M | ||
| Q3 25 | $6.1M | $-3.1M | ||
| Q2 25 | $1.8M | $-2.8M | ||
| Q1 25 | $3.9M | $-2.9M | ||
| Q4 24 | $21.6M | $-11.9M | ||
| Q3 24 | $2.6M | $-2.7M | ||
| Q2 24 | $10.3M | $-3.0M | ||
| Q1 24 | $6.4M | $-3.0M |
自由现金流AFCG
LM
LMFA| Q4 25 | — | $-16.2M | ||
| Q3 25 | — | $-3.3M | ||
| Q2 25 | — | $-3.0M | ||
| Q1 25 | — | $-3.1M | ||
| Q4 24 | — | $-13.7M | ||
| Q3 24 | — | $-2.7M | ||
| Q2 24 | — | $-4.2M | ||
| Q1 24 | — | — |
自由现金流率AFCG
LM
LMFA| Q4 25 | — | -684.3% | ||
| Q3 25 | — | -152.1% | ||
| Q2 25 | — | -156.7% | ||
| Q1 25 | — | -129.4% | ||
| Q4 24 | — | -689.0% | ||
| Q3 24 | — | -215.3% | ||
| Q2 24 | — | -140.9% | ||
| Q1 24 | — | — |
资本支出强度AFCG
LM
LMFA| Q4 25 | — | 93.2% | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | — | 10.7% | ||
| Q1 25 | — | 7.2% | ||
| Q4 24 | — | 87.3% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 40.7% | ||
| Q1 24 | — | 0.0% |
现金转化率AFCG
LM
LMFA| Q4 25 | 12.29× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -27.99× | ||
| Q1 25 | 0.96× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.91× | — | ||
| Q2 24 | 0.63× | — | ||
| Q1 24 | — | -1.53× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
