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AFFILIATED MANAGERS GROUP, INC.（AMG）与布鲁克菲尔德资产管理（BAM）财务数据对比。点击上方公司名可切换其他公司
布鲁克菲尔德资产管理的季度营收约是AFFILIATED MANAGERS GROUP, INC.的1.9倍（$1.1B vs $556.6M）。AFFILIATED MANAGERS GROUP, INC.净利率更高（62.4% vs 56.7%，领先5.8%）
Affiliated Managers Group（简称AMG）是一家成立于1993年的美国金融服务企业，总部位于佛罗里达州西棕榈滩。公司股票在纽约证券交易所挂牌交易，代码为AMG，同时是标普400美国中型企业指数的成份股。
布鲁克菲尔德资产管理有限公司是加美两地的另类资产管理机构，2022年12月从布鲁克菲尔德集团的资管业务分拆成立，在全球范围内管理不动产、基础设施、可再生能源、私募股权及信贷市场等领域的投资。
AMG vs BAM — 直观对比
营收规模更大
BAM
是对方的1.9倍
$556.6M
净利率更高
AMG
高出5.8%
56.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $556.6M | $1.1B |
| 净利润 | $347.5M | $615.0M |
| 毛利率 | — | — |
| 营业利润率 | 94.4% | 84.2% |
| 净利率 | 62.4% | 56.7% |
| 营收同比 | 6.2% | — |
| 净利润同比 | 114.2% | — |
| 每股收益（稀释后） | $10.87 | — |
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AMGBAM
| Q4 25 | $556.6M | $1.1B | ||
| Q3 25 | $528.0M | $974.0M | ||
| Q2 25 | $493.2M | $931.0M | ||
| Q1 25 | $496.6M | $954.0M | ||
| Q4 24 | $524.3M | — | ||
| Q3 24 | $516.4M | $873.0M | ||
| Q2 24 | $500.3M | $821.0M | ||
| Q1 24 | $499.9M | $786.0M |
净利润AMGBAM
| Q4 25 | $347.5M | $615.0M | ||
| Q3 25 | $212.4M | $692.0M | ||
| Q2 25 | $84.3M | $584.0M | ||
| Q1 25 | $72.4M | $507.0M | ||
| Q4 24 | $162.2M | — | ||
| Q3 24 | $123.6M | $537.0M | ||
| Q2 24 | $76.0M | $124.0M | ||
| Q1 24 | $149.8M | $373.0M |
营业利润率AMGBAM
| Q4 25 | 94.4% | 84.2% | ||
| Q3 25 | 68.7% | 79.1% | ||
| Q2 25 | 34.8% | 70.8% | ||
| Q1 25 | 25.5% | 61.0% | ||
| Q4 24 | 52.2% | — | ||
| Q3 24 | 42.0% | 72.5% | ||
| Q2 24 | 35.6% | 80.4% | ||
| Q1 24 | 50.8% | 56.5% |
净利率AMGBAM
| Q4 25 | 62.4% | 56.7% | ||
| Q3 25 | 40.2% | 71.0% | ||
| Q2 25 | 17.1% | 62.7% | ||
| Q1 25 | 14.6% | 53.1% | ||
| Q4 24 | 30.9% | — | ||
| Q3 24 | 23.9% | 61.5% | ||
| Q2 24 | 15.2% | 15.1% | ||
| Q1 24 | 30.0% | 47.5% |
每股收益（稀释后）AMGBAM
| Q4 25 | $10.87 | — | ||
| Q3 25 | $6.87 | — | ||
| Q2 25 | $2.80 | — | ||
| Q1 25 | $2.20 | — | ||
| Q4 24 | $4.95 | — | ||
| Q3 24 | $3.78 | — | ||
| Q2 24 | $2.26 | — | ||
| Q1 24 | $4.14 | — |
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 | $586.0M | $1.6B |
| 总债务越低越好 | $2.7B | — |
| 股东权益账面价值 | $3.2B | $8.9B |
| 总资产 | $9.2B | $17.0B |
| 负债/权益比越低杠杆越低 | 0.83× | — |
8季度趋势，按日历期对齐
现金及短期投资AMGBAM
| Q4 25 | $586.0M | $1.6B | ||
| Q3 25 | $476.1M | $1.1B | ||
| Q2 25 | $361.0M | $480.0M | ||
| Q1 25 | $816.5M | $332.0M | ||
| Q4 24 | $950.0M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $865.5M | $10.0M | ||
| Q1 24 | $793.4M | — |
总债务AMGBAM
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.5B | — |
股东权益AMGBAM
| Q4 25 | $3.2B | $8.9B | ||
| Q3 25 | $3.3B | $8.5B | ||
| Q2 25 | $3.2B | $8.5B | ||
| Q1 25 | $3.2B | $8.5B | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $3.3B | $9.0B | ||
| Q2 24 | $3.3B | $3.2B | ||
| Q1 24 | $3.6B | $2.2B |
总资产AMGBAM
| Q4 25 | $9.2B | $17.0B | ||
| Q3 25 | $8.9B | $16.5B | ||
| Q2 25 | $8.8B | $16.1B | ||
| Q1 25 | $8.7B | $15.0B | ||
| Q4 24 | $8.8B | — | ||
| Q3 24 | $8.9B | — | ||
| Q2 24 | $8.8B | $4.2B | ||
| Q1 24 | $9.0B | — |
负债/权益比AMGBAM
| Q4 25 | 0.83× | — | ||
| Q3 25 | 0.71× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | 0.82× | — | ||
| Q4 24 | 0.78× | — | ||
| Q3 24 | 0.79× | — | ||
| Q2 24 | 0.76× | — | ||
| Q1 24 | 0.70× | — |
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 | $256.4M | $562.0M |
| 自由现金流经营现金流 - 资本支出 | $254.5M | — |
| 自由现金流率自由现金流/营收 | 45.7% | — |
| 资本支出强度资本支出/营收 | 0.3% | — |
| 现金转化率经营现金流/净利润 | 0.74× | 0.91× |
| 过去12个月自由现金流最近4个季度 | $967.1M | — |
8季度趋势，按日历期对齐
经营现金流AMGBAM
| Q4 25 | $256.4M | $562.0M | ||
| Q3 25 | $277.1M | $745.0M | ||
| Q2 25 | $230.8M | $529.0M | ||
| Q1 25 | $208.9M | $265.0M | ||
| Q4 24 | $212.5M | — | ||
| Q3 24 | $265.2M | $567.0M | ||
| Q2 24 | $245.2M | $159.0M | ||
| Q1 24 | $209.2M | $516.0M |
自由现金流AMGBAM
| Q4 25 | $254.5M | — | ||
| Q3 25 | $275.9M | — | ||
| Q2 25 | $229.4M | — | ||
| Q1 25 | $207.3M | — | ||
| Q4 24 | $211.4M | — | ||
| Q3 24 | $264.5M | — | ||
| Q2 24 | $244.6M | — | ||
| Q1 24 | $208.2M | — |
自由现金流率AMGBAM
| Q4 25 | 45.7% | — | ||
| Q3 25 | 52.3% | — | ||
| Q2 25 | 46.5% | — | ||
| Q1 25 | 41.7% | — | ||
| Q4 24 | 40.3% | — | ||
| Q3 24 | 51.2% | — | ||
| Q2 24 | 48.9% | — | ||
| Q1 24 | 41.6% | — |
资本支出强度AMGBAM
| Q4 25 | 0.3% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 0.3% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | 0.1% | — | ||
| Q1 24 | 0.2% | — |
现金转化率AMGBAM
| Q4 25 | 0.74× | 0.91× | ||
| Q3 25 | 1.30× | 1.08× | ||
| Q2 25 | 2.74× | 0.91× | ||
| Q1 25 | 2.89× | 0.52× | ||
| Q4 24 | 1.31× | — | ||
| Q3 24 | 2.15× | 1.06× | ||
| Q2 24 | 3.23× | 1.28× | ||
| Q1 24 | 1.40× | 1.38× |
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
AMG
暂无分部数据
BAM
| Incentive Fees | $452.0M | 42% |
| Infrastruture | $332.0M | 31% |
| Private Equity | $174.0M | 16% |
| Renewable Power And Transition | $66.0M | 6% |
| Other | $47.0M | 4% |
| Management And Advisory Fees | $14.0M | 1% |
