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AFFILIATED MANAGERS GROUP, INC.（AMG）与FirstCash Holdings, Inc.（FCFS）财务数据对比。点击上方公司名可切换其他公司
AFFILIATED MANAGERS GROUP, INC.的季度营收约是FirstCash Holdings, Inc.的1.1倍（$556.6M vs $501.3M），AFFILIATED MANAGERS GROUP, INC.净利率更高（62.4% vs 20.8%，领先41.7%），FirstCash Holdings, Inc.同比增速更快（21.2% vs 6.2%），过去两年FirstCash Holdings, Inc.的营收复合增速更高（16.9% vs 5.5%）
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。
FirstCash Holdings, Inc.是总部位于美国得克萨斯州沃斯堡的典当企业，在美国及拉丁美洲多地运营线下典当零售门店，为纳斯达克证券交易所公开上市企业，在美洲典当服务领域拥有成熟的业务布局与完善的运营网络。
AMG vs FCFS — 直观对比
营收规模更大
AMG
是对方的1.1倍
$501.3M
营收增速更快
FCFS
高出15.0%
6.2%
净利率更高
AMG
高出41.7%
20.8%
两年增速更快
FCFS
近两年复合增速
5.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.6M | $501.3M |
| 净利润 | $347.5M | $104.2M |
| 毛利率 | — | — |
| 营业利润率 | 94.4% | 28.5% |
| 净利率 | 62.4% | 20.8% |
| 营收同比 | 6.2% | 21.2% |
| 净利润同比 | 114.2% | 24.7% |
| 每股收益（稀释后） | $10.87 | $2.35 |
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AMGFCFS
| Q4 25 | $556.6M | $501.3M | ||
| Q3 25 | $528.0M | $411.0M | ||
| Q2 25 | $493.2M | $385.1M | ||
| Q1 25 | $496.6M | $371.1M | ||
| Q4 24 | $524.3M | $413.7M | ||
| Q3 24 | $516.4M | $363.1M | ||
| Q2 24 | $500.3M | $363.5M | ||
| Q1 24 | $499.9M | $366.8M |
净利润AMGFCFS
| Q4 25 | $347.5M | $104.2M | ||
| Q3 25 | $212.4M | $82.8M | ||
| Q2 25 | $84.3M | $59.8M | ||
| Q1 25 | $72.4M | $83.6M | ||
| Q4 24 | $162.2M | $83.5M | ||
| Q3 24 | $123.6M | $64.8M | ||
| Q2 24 | $76.0M | $49.1M | ||
| Q1 24 | $149.8M | $61.4M |
营业利润率AMGFCFS
| Q4 25 | 94.4% | 28.5% | ||
| Q3 25 | 68.7% | 27.4% | ||
| Q2 25 | 34.8% | 21.1% | ||
| Q1 25 | 25.5% | 30.0% | ||
| Q4 24 | 52.2% | 26.5% | ||
| Q3 24 | 42.0% | 23.5% | ||
| Q2 24 | 35.6% | 18.2% | ||
| Q1 24 | 50.8% | 22.3% |
净利率AMGFCFS
| Q4 25 | 62.4% | 20.8% | ||
| Q3 25 | 40.2% | 20.1% | ||
| Q2 25 | 17.1% | 15.5% | ||
| Q1 25 | 14.6% | 22.5% | ||
| Q4 24 | 30.9% | 20.2% | ||
| Q3 24 | 23.9% | 17.9% | ||
| Q2 24 | 15.2% | 13.5% | ||
| Q1 24 | 30.0% | 16.7% |
每股收益（稀释后）AMGFCFS
| Q4 25 | $10.87 | $2.35 | ||
| Q3 25 | $6.87 | $1.86 | ||
| Q2 25 | $2.80 | $1.34 | ||
| Q1 25 | $2.20 | $1.87 | ||
| Q4 24 | $4.95 | $1.86 | ||
| Q3 24 | $3.78 | $1.44 | ||
| Q2 24 | $2.26 | $1.08 | ||
| Q1 24 | $4.14 | $1.35 |
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 | $125.2M |
| 总债务越低越好 | $2.7B | $2.2B |
| 股东权益账面价值 | $3.2B | $2.3B |
| 总资产 | $9.2B | $5.3B |
| 负债/权益比越低杠杆越低 | 0.83× | 0.98× |
8季度趋势，按日历期对齐
现金及短期投资AMGFCFS
| Q4 25 | $586.0M | $125.2M | ||
| Q3 25 | $476.1M | $130.2M | ||
| Q2 25 | $361.0M | $101.5M | ||
| Q1 25 | $816.5M | $146.0M | ||
| Q4 24 | $950.0M | $175.1M | ||
| Q3 24 | $1.0B | $106.3M | ||
| Q2 24 | $865.5M | $113.7M | ||
| Q1 24 | $793.4M | $135.1M |
总债务AMGFCFS
| Q4 25 | $2.7B | $2.2B | ||
| Q3 25 | $2.4B | $2.2B | ||
| Q2 25 | $2.6B | $1.7B | ||
| Q1 25 | $2.6B | $1.7B | ||
| Q4 24 | $2.6B | $1.7B | ||
| Q3 24 | $2.6B | $1.7B | ||
| Q2 24 | $2.5B | $1.7B | ||
| Q1 24 | $2.5B | $1.5B |
股东权益AMGFCFS
| Q4 25 | $3.2B | $2.3B | ||
| Q3 25 | $3.3B | $2.2B | ||
| Q2 25 | $3.2B | $2.1B | ||
| Q1 25 | $3.2B | $2.1B | ||
| Q4 24 | $3.3B | $2.1B | ||
| Q3 24 | $3.3B | $2.0B | ||
| Q2 24 | $3.3B | $2.0B | ||
| Q1 24 | $3.6B | $2.0B |
总资产AMGFCFS
| Q4 25 | $9.2B | $5.3B | ||
| Q3 25 | $8.9B | $5.2B | ||
| Q2 25 | $8.8B | $4.5B | ||
| Q1 25 | $8.7B | $4.4B | ||
| Q4 24 | $8.8B | $4.5B | ||
| Q3 24 | $8.9B | $4.4B | ||
| Q2 24 | $8.8B | $4.3B | ||
| Q1 24 | $9.0B | $4.2B |
负债/权益比AMGFCFS
| Q4 25 | 0.83× | 0.98× | ||
| Q3 25 | 0.71× | 1.01× | ||
| Q2 25 | 0.81× | 0.79× | ||
| Q1 25 | 0.82× | 0.83× | ||
| Q4 24 | 0.78× | 0.85× | ||
| Q3 24 | 0.79× | 0.87× | ||
| Q2 24 | 0.76× | 0.85× | ||
| Q1 24 | 0.70× | 0.75× |
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 | $206.6M |
| 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× | 1.98× |
| 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AMGFCFS
| Q4 25 | $256.4M | $206.6M | ||
| Q3 25 | $277.1M | $135.8M | ||
| Q2 25 | $230.8M | $116.9M | ||
| Q1 25 | $208.9M | $126.6M | ||
| Q4 24 | $212.5M | $198.1M | ||
| Q3 24 | $265.2M | $113.1M | ||
| Q2 24 | $245.2M | $106.2M | ||
| Q1 24 | $209.2M | $122.5M |
自由现金流AMGFCFS
| 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AMGFCFS
| 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AMGFCFS
| 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AMGFCFS
| Q4 25 | 0.74× | 1.98× | ||
| Q3 25 | 1.30× | 1.64× | ||
| Q2 25 | 2.74× | 1.95× | ||
| Q1 25 | 2.89× | 1.51× | ||
| Q4 24 | 1.31× | 2.37× | ||
| Q3 24 | 2.15× | 1.74× | ||
| Q2 24 | 3.23× | 2.16× | ||
| Q1 24 | 1.40× | 2.00× |
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
FCFS
| US Pawn Segment | $292.2M | 58% |
| Retail POS Payment Solutions | $209.8M | 42% |
