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AFFILIATED MANAGERS GROUP, INC.（AMG）与Hims & Hers Health, Inc.（HIMS）财务数据对比。点击上方公司名可切换其他公司
Hims & Hers Health, Inc.的季度营收约是AFFILIATED MANAGERS GROUP, INC.的1.1倍（$617.8M vs $556.6M），AFFILIATED MANAGERS GROUP, INC.净利率更高（62.4% vs 3.3%，领先59.1%），Hims & Hers Health, Inc.同比增速更快（28.4% vs 6.2%），AFFILIATED MANAGERS GROUP, INC.自由现金流更多（$254.5M vs $-2.5M），过去两年Hims & Hers Health, Inc.的营收复合增速更高（49.0% 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。
Hims & Hers Health, Inc.是2017年成立的美国远程医疗企业，面向消费者提供处方药品、非处方药物以及各类个人护理产品，依托线上服务模式为用户打造便捷的健康消费渠道，覆盖日常医疗、个护等多场景需求。
AMG vs HIMS — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.6M | $617.8M |
| 净利润 | $347.5M | $20.6M |
| 毛利率 | — | 71.9% |
| 营业利润率 | 94.4% | 1.5% |
| 净利率 | 62.4% | 3.3% |
| 营收同比 | 6.2% | 28.4% |
| 净利润同比 | 114.2% | -20.8% |
| 每股收益（稀释后） | $10.87 | $0.08 |
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
| Q4 25 | $556.6M | $617.8M | ||
| Q3 25 | $528.0M | $599.0M | ||
| Q2 25 | $493.2M | $544.8M | ||
| Q1 25 | $496.6M | $586.0M | ||
| Q4 24 | $524.3M | $481.1M | ||
| Q3 24 | $516.4M | $401.6M | ||
| Q2 24 | $500.3M | $315.6M | ||
| Q1 24 | $499.9M | $278.2M |
| Q4 25 | $347.5M | $20.6M | ||
| Q3 25 | $212.4M | $15.8M | ||
| Q2 25 | $84.3M | $42.5M | ||
| Q1 25 | $72.4M | $49.5M | ||
| Q4 24 | $162.2M | $26.0M | ||
| Q3 24 | $123.6M | $75.6M | ||
| Q2 24 | $76.0M | $13.3M | ||
| Q1 24 | $149.8M | $11.1M |
| Q4 25 | — | 71.9% | ||
| Q3 25 | — | 73.8% | ||
| Q2 25 | — | 76.4% | ||
| Q1 25 | — | 73.5% | ||
| Q4 24 | — | 76.8% | ||
| Q3 24 | — | 79.2% | ||
| Q2 24 | — | 81.3% | ||
| Q1 24 | — | 82.4% |
| Q4 25 | 94.4% | 1.5% | ||
| Q3 25 | 68.7% | 2.0% | ||
| Q2 25 | 34.8% | 4.9% | ||
| Q1 25 | 25.5% | 9.9% | ||
| Q4 24 | 52.2% | 3.9% | ||
| Q3 24 | 42.0% | 5.6% | ||
| Q2 24 | 35.6% | 3.5% | ||
| Q1 24 | 50.8% | 3.6% |
| Q4 25 | 62.4% | 3.3% | ||
| Q3 25 | 40.2% | 2.6% | ||
| Q2 25 | 17.1% | 7.8% | ||
| Q1 25 | 14.6% | 8.4% | ||
| Q4 24 | 30.9% | 5.4% | ||
| Q3 24 | 23.9% | 18.8% | ||
| Q2 24 | 15.2% | 4.2% | ||
| Q1 24 | 30.0% | 4.0% |
| Q4 25 | $10.87 | $0.08 | ||
| Q3 25 | $6.87 | $0.06 | ||
| Q2 25 | $2.80 | $0.17 | ||
| Q1 25 | $2.20 | $0.20 | ||
| Q4 24 | $4.95 | $0.10 | ||
| Q3 24 | $3.78 | $0.32 | ||
| Q2 24 | $2.26 | $0.06 | ||
| Q1 24 | $4.14 | $0.05 |
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 | $228.6M |
| 总债务越低越好 | $2.7B | — |
| 股东权益账面价值 | $3.2B | $540.9M |
| 总资产 | $9.2B | $2.2B |
| 负债/权益比越低杠杆越低 | 0.83× | — |
8季度趋势，按日历期对齐
| Q4 25 | $586.0M | $228.6M | ||
| Q3 25 | $476.1M | $345.8M | ||
| Q2 25 | $361.0M | $1.1B | ||
| Q1 25 | $816.5M | $273.7M | ||
| Q4 24 | $950.0M | $220.6M | ||
| Q3 24 | $1.0B | $165.5M | ||
| Q2 24 | $865.5M | $129.3M | ||
| Q1 24 | $793.4M | $105.2M |
| 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 | — |
| Q4 25 | $3.2B | $540.9M | ||
| Q3 25 | $3.3B | $581.0M | ||
| Q2 25 | $3.2B | $562.7M | ||
| Q1 25 | $3.2B | $549.3M | ||
| Q4 24 | $3.3B | $476.7M | ||
| Q3 24 | $3.3B | $440.1M | ||
| Q2 24 | $3.3B | $362.0M | ||
| Q1 24 | $3.6B | $344.5M |
| Q4 25 | $9.2B | $2.2B | ||
| Q3 25 | $8.9B | $2.2B | ||
| Q2 25 | $8.8B | $1.9B | ||
| Q1 25 | $8.7B | $891.7M | ||
| Q4 24 | $8.8B | $707.5M | ||
| Q3 24 | $8.9B | $602.3M | ||
| Q2 24 | $8.8B | $480.5M | ||
| Q1 24 | $9.0B | $448.1M |
| 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 | $61.3M |
| 自由现金流经营现金流 - 资本支出 | $254.5M | $-2.5M |
| 自由现金流率自由现金流/营收 | 45.7% | -0.4% |
| 资本支出强度资本支出/营收 | 0.3% | 10.3% |
| 现金转化率经营现金流/净利润 | 0.74× | 2.98× |
| 过去12个月自由现金流最近4个季度 | $967.1M | $57.4M |
8季度趋势，按日历期对齐
| Q4 25 | $256.4M | $61.3M | ||
| Q3 25 | $277.1M | $148.7M | ||
| Q2 25 | $230.8M | $-19.1M | ||
| Q1 25 | $208.9M | $109.1M | ||
| Q4 24 | $212.5M | $86.4M | ||
| Q3 24 | $265.2M | $85.3M | ||
| Q2 24 | $245.2M | $53.6M | ||
| Q1 24 | $209.2M | $25.8M |
| Q4 25 | $254.5M | $-2.5M | ||
| Q3 25 | $275.9M | $79.3M | ||
| Q2 25 | $229.4M | $-69.5M | ||
| Q1 25 | $207.3M | $50.1M | ||
| Q4 24 | $211.4M | $59.5M | ||
| Q3 24 | $264.5M | $79.4M | ||
| Q2 24 | $244.6M | $47.6M | ||
| Q1 24 | $208.2M | $11.8M |
| Q4 25 | 45.7% | -0.4% | ||
| Q3 25 | 52.3% | 13.2% | ||
| Q2 25 | 46.5% | -12.8% | ||
| Q1 25 | 41.7% | 8.5% | ||
| Q4 24 | 40.3% | 12.4% | ||
| Q3 24 | 51.2% | 19.8% | ||
| Q2 24 | 48.9% | 15.1% | ||
| Q1 24 | 41.6% | 4.3% |
| Q4 25 | 0.3% | 10.3% | ||
| Q3 25 | 0.2% | 11.6% | ||
| Q2 25 | 0.3% | 9.3% | ||
| Q1 25 | 0.3% | 10.1% | ||
| Q4 24 | 0.2% | 5.6% | ||
| Q3 24 | 0.1% | 1.5% | ||
| Q2 24 | 0.1% | 1.9% | ||
| Q1 24 | 0.2% | 5.0% |
| Q4 25 | 0.74× | 2.98× | ||
| Q3 25 | 1.30× | 9.43× | ||
| Q2 25 | 2.74× | -0.45× | ||
| Q1 25 | 2.89× | 2.20× | ||
| Q4 24 | 1.31× | 3.32× | ||
| Q3 24 | 2.15× | 1.13× | ||
| Q2 24 | 3.23× | 4.03× | ||
| Q1 24 | 1.40× | 2.32× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
