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Arteris, Inc.（AIP）与Silvercrest Asset Management Group Inc.（SAMG）财务数据对比。点击上方公司名可切换其他公司
Silvercrest Asset Management Group Inc.的季度营收约是Arteris, Inc.的1.6倍（$32.0M vs $20.1M），Silvercrest Asset Management Group Inc.净利率更高（-0.4% vs -42.2%，领先41.9%），Arteris, Inc.同比增速更快（30.0% vs -0.0%），Silvercrest Asset Management Group Inc.自由现金流更多（$15.0M vs $3.0M），过去两年Arteris, Inc.的营收复合增速更高（24.7% vs 2.7%）
Arteris公司是一家跨国科技企业，总部位于美国加利福尼亚州坎贝尔，主营片上网络（NoC）知识产权以及系统芯片（SoC）集成自动化软件的研发，产品用于各类半导体芯片与芯粒设计，客户覆盖汽车电子、人工智能、机器学习、企业计算、通信、消费电子、工业以及航空航天国防等多个领域。
AIP vs SAMG — 直观对比
营收规模更大
SAMG
是对方的1.6倍
$20.1M
营收增速更快
AIP
高出30.0%
-0.0%
净利率更高
SAMG
高出41.9%
-42.2%
自由现金流更多
SAMG
多$11.9M
$3.0M
两年增速更快
AIP
近两年复合增速
2.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $20.1M | $32.0M |
| 净利润 | $-8.5M | $-120.0K |
| 毛利率 | 90.8% | — |
| 营业利润率 | -42.0% | -2.8% |
| 净利率 | -42.2% | -0.4% |
| 营收同比 | 30.0% | -0.0% |
| 净利润同比 | -3.7% | -107.4% |
| 每股收益（稀释后） | $-0.19 | $0.02 |
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AIPSAMG
| Q4 25 | $20.1M | $32.0M | ||
| Q3 25 | $17.4M | $31.3M | ||
| Q2 25 | $16.5M | $30.7M | ||
| Q1 25 | $16.5M | $31.4M | ||
| Q4 24 | $15.5M | $32.0M | ||
| Q3 24 | $14.7M | $30.4M | ||
| Q2 24 | $14.6M | $31.0M | ||
| Q1 24 | $12.9M | $30.3M |
净利润AIPSAMG
| Q4 25 | $-8.5M | $-120.0K | ||
| Q3 25 | $-9.0M | $618.0K | ||
| Q2 25 | $-9.1M | $1.9M | ||
| Q1 25 | $-8.1M | $2.5M | ||
| Q4 24 | $-8.2M | $1.6M | ||
| Q3 24 | $-7.7M | $2.3M | ||
| Q2 24 | $-8.3M | $2.7M | ||
| Q1 24 | $-9.4M | $3.0M |
毛利率AIPSAMG
| Q4 25 | 90.8% | — | ||
| Q3 25 | 89.9% | — | ||
| Q2 25 | 89.4% | — | ||
| Q1 25 | 90.8% | — | ||
| Q4 24 | 89.8% | — | ||
| Q3 24 | 90.1% | — | ||
| Q2 24 | 90.0% | — | ||
| Q1 24 | 88.7% | — |
营业利润率AIPSAMG
| Q4 25 | -42.0% | -2.8% | ||
| Q3 25 | -50.1% | 4.3% | ||
| Q2 25 | -50.0% | 13.2% | ||
| Q1 25 | -46.6% | 15.4% | ||
| Q4 24 | -45.9% | 6.1% | ||
| Q3 24 | -53.8% | 14.6% | ||
| Q2 24 | -51.1% | 17.1% | ||
| Q1 24 | -70.5% | 19.5% |
净利率AIPSAMG
| Q4 25 | -42.2% | -0.4% | ||
| Q3 25 | -51.6% | 2.0% | ||
| Q2 25 | -55.3% | 6.3% | ||
| Q1 25 | -49.1% | 7.9% | ||
| Q4 24 | -53.0% | 5.1% | ||
| Q3 24 | -52.2% | 7.4% | ||
| Q2 24 | -57.2% | 8.6% | ||
| Q1 24 | -72.6% | 9.9% |
每股收益（稀释后）AIPSAMG
| Q4 25 | $-0.19 | $0.02 | ||
| Q3 25 | $-0.21 | $0.07 | ||
| Q2 25 | $-0.22 | $0.21 | ||
| Q1 25 | $-0.20 | $0.26 | ||
| Q4 24 | $-0.19 | $0.16 | ||
| Q3 24 | $-0.20 | $0.24 | ||
| Q2 24 | $-0.22 | $0.28 | ||
| Q1 24 | $-0.25 | $0.32 |
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 | $33.9M | $44.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-14.6M | $50.3M |
| 总资产 | $115.0M | $166.6M |
| 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AIPSAMG
| Q4 25 | $33.9M | $44.1M | ||
| Q3 25 | $39.0M | $36.1M | ||
| Q2 25 | $38.0M | $30.0M | ||
| Q1 25 | $42.3M | $36.3M | ||
| Q4 24 | $43.8M | $68.6M | ||
| Q3 24 | $48.7M | $58.1M | ||
| Q2 24 | $45.8M | $49.9M | ||
| Q1 24 | $44.8M | $39.7M |
股东权益AIPSAMG
| Q4 25 | $-14.6M | $50.3M | ||
| Q3 25 | $-11.4M | $58.9M | ||
| Q2 25 | $-7.5M | $64.6M | ||
| Q1 25 | $-4.8M | $80.0M | ||
| Q4 24 | $-1.2M | $80.7M | ||
| Q3 24 | $2.2M | $84.6M | ||
| Q2 24 | $5.3M | $85.3M | ||
| Q1 24 | $9.5M | $83.9M |
总资产AIPSAMG
| Q4 25 | $115.0M | $166.6M | ||
| Q3 25 | $107.7M | $157.6M | ||
| Q2 25 | $106.9M | $152.7M | ||
| Q1 25 | $98.3M | $159.9M | ||
| Q4 24 | $106.1M | $194.4M | ||
| Q3 24 | $97.7M | $184.2M | ||
| Q2 24 | $96.4M | $177.6M | ||
| Q1 24 | $101.4M | $170.2M |
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 | $3.2M | $18.6M |
| 自由现金流经营现金流 - 资本支出 | $3.0M | $15.0M |
| 自由现金流率自由现金流/营收 | 15.1% | 46.9% |
| 资本支出强度资本支出/营收 | 0.7% | 11.4% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $5.3M | $17.0M |
8季度趋势，按日历期对齐
经营现金流AIPSAMG
| Q4 25 | $3.2M | $18.6M | ||
| Q3 25 | $3.2M | $14.6M | ||
| Q2 25 | $-2.5M | $13.8M | ||
| Q1 25 | $2.9M | $-24.7M | ||
| Q4 24 | $-2.6M | $21.6M | ||
| Q3 24 | $1.1M | $13.3M | ||
| Q2 24 | $311.0K | $16.0M | ||
| Q1 24 | $477.0K | $-24.1M |
自由现金流AIPSAMG
| Q4 25 | $3.0M | $15.0M | ||
| Q3 25 | $2.5M | $13.8M | ||
| Q2 25 | $-2.8M | $13.4M | ||
| Q1 25 | $2.7M | $-25.1M | ||
| Q4 24 | $-2.7M | $19.9M | ||
| Q3 24 | $1.1M | $12.9M | ||
| Q2 24 | $264.0K | $15.6M | ||
| Q1 24 | $281.0K | $-24.7M |
自由现金流率AIPSAMG
| Q4 25 | 15.1% | 46.9% | ||
| Q3 25 | 14.2% | 44.1% | ||
| Q2 25 | -17.2% | 43.6% | ||
| Q1 25 | 16.2% | -80.0% | ||
| Q4 24 | -17.3% | 62.2% | ||
| Q3 24 | 7.4% | 42.4% | ||
| Q2 24 | 1.8% | 50.4% | ||
| Q1 24 | 2.2% | -81.6% |
资本支出强度AIPSAMG
| Q4 25 | 0.7% | 11.4% | ||
| Q3 25 | 4.1% | 2.6% | ||
| Q2 25 | 2.2% | 1.5% | ||
| Q1 25 | 1.1% | 1.3% | ||
| Q4 24 | 0.3% | 5.3% | ||
| Q3 24 | 0.2% | 1.2% | ||
| Q2 24 | 0.3% | 1.1% | ||
| Q1 24 | 1.5% | 2.0% |
现金转化率AIPSAMG
| Q4 25 | — | — | ||
| Q3 25 | — | 23.62× | ||
| Q2 25 | — | 7.22× | ||
| Q1 25 | — | -10.01× | ||
| Q4 24 | — | 13.34× | ||
| Q3 24 | — | 5.90× | ||
| Q2 24 | — | 6.00× | ||
| Q1 24 | — | -8.03× |
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
AIP
| License And Maintenance | $17.5M | 87% |
| Variable Royalties And Other | $2.6M | 13% |
SAMG
| Investment Advisory Management And Administrative Service | $30.7M | 96% |
| Tax And Family Office Services | $1.2M | 4% |
