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AFFILIATED MANAGERS GROUP, INC.(AMG)与PINTEREST, INC.(PINS)财务数据对比。点击上方公司名可切换其他公司
PINTEREST, INC.的季度营收约是AFFILIATED MANAGERS GROUP, INC.的1.8倍($1.0B vs $556.6M),AFFILIATED MANAGERS GROUP, INC.净利率更高(62.4% vs -7.3%,领先69.7%),PINTEREST, INC.同比增速更快(17.8% vs 6.2%),PINTEREST, INC.自由现金流更多($311.7M vs $254.5M),过去两年PINTEREST, INC.的营收复合增速更高(8.6% 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。
Pinterest是美国社交媒体服务商,主打数字图板形式的信息发布与发现功能,用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立,总部位于旧金山。
AMG vs PINS — 直观对比
营收规模更大
PINS
是对方的1.8倍
$556.6M
营收增速更快
PINS
高出11.7%
6.2%
净利率更高
AMG
高出69.7%
-7.3%
自由现金流更多
PINS
多$57.2M
$254.5M
两年增速更快
PINS
近两年复合增速
5.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $556.6M | $1.0B |
| 净利润 | $347.5M | $-73.6M |
| 毛利率 | — | 76.3% |
| 营业利润率 | 94.4% | -8.0% |
| 净利率 | 62.4% | -7.3% |
| 营收同比 | 6.2% | 17.8% |
| 净利润同比 | 114.2% | — |
| 每股收益(稀释后) | $10.87 | $-0.12 |
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
AMG
PINS
| Q1 26 | — | $1.0B | ||
| Q4 25 | $556.6M | $1.3B | ||
| Q3 25 | $528.0M | $1.0B | ||
| Q2 25 | $493.2M | $998.2M | ||
| Q1 25 | $496.6M | $855.0M | ||
| Q4 24 | $524.3M | $1.2B | ||
| Q3 24 | $516.4M | $898.4M | ||
| Q2 24 | $500.3M | $853.7M |
净利润
AMG
PINS
| Q1 26 | — | $-73.6M | ||
| Q4 25 | $347.5M | $277.1M | ||
| Q3 25 | $212.4M | $92.1M | ||
| Q2 25 | $84.3M | $38.8M | ||
| Q1 25 | $72.4M | $8.9M | ||
| Q4 24 | $162.2M | $1.8B | ||
| Q3 24 | $123.6M | $30.6M | ||
| Q2 24 | $76.0M | $8.9M |
毛利率
AMG
PINS
| Q1 26 | — | 76.3% | ||
| Q4 25 | — | 82.8% | ||
| Q3 25 | — | 79.8% | ||
| Q2 25 | — | 79.7% | ||
| Q1 25 | — | 76.7% | ||
| Q4 24 | — | 82.9% | ||
| Q3 24 | — | 79.1% | ||
| Q2 24 | — | 78.3% |
营业利润率
AMG
PINS
| Q1 26 | — | -8.0% | ||
| Q4 25 | 94.4% | 22.8% | ||
| Q3 25 | 68.7% | 5.6% | ||
| Q2 25 | 34.8% | -0.4% | ||
| Q1 25 | 25.5% | -4.1% | ||
| Q4 24 | 52.2% | 22.7% | ||
| Q3 24 | 42.0% | -0.7% | ||
| Q2 24 | 35.6% | -2.5% |
净利率
AMG
PINS
| Q1 26 | — | -7.3% | ||
| Q4 25 | 62.4% | 21.0% | ||
| Q3 25 | 40.2% | 8.8% | ||
| Q2 25 | 17.1% | 3.9% | ||
| Q1 25 | 14.6% | 1.0% | ||
| Q4 24 | 30.9% | 160.1% | ||
| Q3 24 | 23.9% | 3.4% | ||
| Q2 24 | 15.2% | 1.0% |
每股收益(稀释后)
AMG
PINS
| Q1 26 | — | $-0.12 | ||
| Q4 25 | $10.87 | $0.41 | ||
| Q3 25 | $6.87 | $0.13 | ||
| Q2 25 | $2.80 | $0.06 | ||
| Q1 25 | $2.20 | $0.01 | ||
| Q4 24 | $4.95 | $2.66 | ||
| Q3 24 | $3.78 | $0.04 | ||
| Q2 24 | $2.26 | $0.01 |
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 | $378.1M |
| 总债务越低越好 | $2.7B | — |
| 股东权益账面价值 | $3.2B | $2.9B |
| 总资产 | $9.2B | $4.6B |
| 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
AMG
PINS
| Q1 26 | — | $378.1M | ||
| Q4 25 | $586.0M | $969.3M | ||
| Q3 25 | $476.1M | $1.1B | ||
| Q2 25 | $361.0M | $1.2B | ||
| Q1 25 | $816.5M | $1.3B | ||
| Q4 24 | $950.0M | $1.1B | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $865.5M | $1.4B |
总债务
AMG
PINS
| Q1 26 | — | — | ||
| 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 | — |
股东权益
AMG
PINS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $3.2B | $4.7B | ||
| Q3 25 | $3.3B | $4.8B | ||
| Q2 25 | $3.2B | $4.8B | ||
| Q1 25 | $3.2B | $4.7B | ||
| Q4 24 | $3.3B | $4.8B | ||
| Q3 24 | $3.3B | $2.9B | ||
| Q2 24 | $3.3B | $3.2B |
总资产
AMG
PINS
| Q1 26 | — | $4.6B | ||
| Q4 25 | $9.2B | $5.5B | ||
| Q3 25 | $8.9B | $5.5B | ||
| Q2 25 | $8.8B | $5.4B | ||
| Q1 25 | $8.7B | $5.3B | ||
| Q4 24 | $8.8B | $5.3B | ||
| Q3 24 | $8.9B | $3.5B | ||
| Q2 24 | $8.8B | $3.7B |
负债/权益比
AMG
PINS
| Q1 26 | — | — | ||
| 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× | — |
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 | $328.0M |
| 自由现金流经营现金流 - 资本支出 | $254.5M | $311.7M |
| 自由现金流率自由现金流/营收 | 45.7% | 30.9% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $967.1M | $1.2B |
8季度趋势,按日历期对齐
经营现金流
AMG
PINS
| Q1 26 | — | $328.0M | ||
| Q4 25 | $256.4M | $391.2M | ||
| Q3 25 | $277.1M | $321.7M | ||
| Q2 25 | $230.8M | $207.7M | ||
| Q1 25 | $208.9M | $363.7M | ||
| Q4 24 | $212.5M | $254.0M | ||
| Q3 24 | $265.2M | $248.0M | ||
| Q2 24 | $245.2M | $106.4M |
自由现金流
AMG
PINS
| Q1 26 | — | $311.7M | ||
| Q4 25 | $254.5M | $380.4M | ||
| Q3 25 | $275.9M | $318.4M | ||
| Q2 25 | $229.4M | $196.7M | ||
| Q1 25 | $207.3M | $356.4M | ||
| Q4 24 | $211.4M | $250.2M | ||
| Q3 24 | $264.5M | $244.1M | ||
| Q2 24 | $244.6M | $101.6M |
自由现金流率
AMG
PINS
| Q1 26 | — | 30.9% | ||
| Q4 25 | 45.7% | 28.8% | ||
| Q3 25 | 52.3% | 30.3% | ||
| Q2 25 | 46.5% | 19.7% | ||
| Q1 25 | 41.7% | 41.7% | ||
| Q4 24 | 40.3% | 21.7% | ||
| Q3 24 | 51.2% | 27.2% | ||
| Q2 24 | 48.9% | 11.9% |
资本支出强度
AMG
PINS
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 0.8% | ||
| Q3 25 | 0.2% | 0.3% | ||
| Q2 25 | 0.3% | 1.1% | ||
| Q1 25 | 0.3% | 0.9% | ||
| Q4 24 | 0.2% | 0.3% | ||
| Q3 24 | 0.1% | 0.4% | ||
| Q2 24 | 0.1% | 0.6% |
现金转化率
AMG
PINS
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | 1.41× | ||
| Q3 25 | 1.30× | 3.49× | ||
| Q2 25 | 2.74× | 5.36× | ||
| Q1 25 | 2.89× | 40.77× | ||
| Q4 24 | 1.31× | 0.14× | ||
| Q3 24 | 2.15× | 8.12× | ||
| Q2 24 | 3.23× | 11.98× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图