vs
AFFILIATED MANAGERS GROUP, INC.(AMG)与Reddit, Inc.(RDDT)财务数据对比。点击上方公司名可切换其他公司
Reddit, Inc.的季度营收约是AFFILIATED MANAGERS GROUP, INC.的1.3倍($725.6M vs $556.6M),AFFILIATED MANAGERS GROUP, INC.净利率更高(62.4% vs 34.7%,领先27.8%),Reddit, Inc.同比增速更快(69.7% vs 6.2%),Reddit, Inc.自由现金流更多($263.6M vs $254.5M),过去两年Reddit, Inc.的营收复合增速更高(72.8% 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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台,注册用户可发布链接、文字帖、图片、视频等各类内容,其他用户可对内容进行点赞或点踩,内容按主题归类到用户创建的子板块中,获赞更高的内容会排在板块前列,热度足够的内容还将展示在全站首页。
AMG vs RDDT — 直观对比
营收规模更大
RDDT
是对方的1.3倍
$556.6M
营收增速更快
RDDT
高出63.5%
6.2%
净利率更高
AMG
高出27.8%
34.7%
自由现金流更多
RDDT
多$9.1M
$254.5M
两年增速更快
RDDT
近两年复合增速
5.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $556.6M | $725.6M |
| 净利润 | $347.5M | $251.6M |
| 毛利率 | — | 91.9% |
| 营业利润率 | 94.4% | 31.9% |
| 净利率 | 62.4% | 34.7% |
| 营收同比 | 6.2% | 69.7% |
| 净利润同比 | 114.2% | 254.2% |
| 每股收益(稀释后) | $10.87 | $1.24 |
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
RDDT
| Q4 25 | $556.6M | $725.6M | ||
| Q3 25 | $528.0M | $584.9M | ||
| Q2 25 | $493.2M | $499.6M | ||
| Q1 25 | $496.6M | $392.4M | ||
| Q4 24 | $524.3M | $427.7M | ||
| Q3 24 | $516.4M | $348.4M | ||
| Q2 24 | $500.3M | $281.2M | ||
| Q1 24 | $499.9M | $243.0M |
净利润
AMG
RDDT
| Q4 25 | $347.5M | $251.6M | ||
| Q3 25 | $212.4M | $162.7M | ||
| Q2 25 | $84.3M | $89.3M | ||
| Q1 25 | $72.4M | $26.2M | ||
| Q4 24 | $162.2M | $71.0M | ||
| Q3 24 | $123.6M | $29.9M | ||
| Q2 24 | $76.0M | $-10.1M | ||
| Q1 24 | $149.8M | $-575.1M |
毛利率
AMG
RDDT
| Q4 25 | — | 91.9% | ||
| Q3 25 | — | 91.0% | ||
| Q2 25 | — | 90.8% | ||
| Q1 25 | — | 90.5% | ||
| Q4 24 | — | 92.6% | ||
| Q3 24 | — | 90.1% | ||
| Q2 24 | — | 89.5% | ||
| Q1 24 | — | 88.6% |
营业利润率
AMG
RDDT
| Q4 25 | 94.4% | 31.9% | ||
| Q3 25 | 68.7% | 23.7% | ||
| Q2 25 | 34.8% | 13.6% | ||
| Q1 25 | 25.5% | 1.0% | ||
| Q4 24 | 52.2% | 12.4% | ||
| Q3 24 | 42.0% | 2.0% | ||
| Q2 24 | 35.6% | -11.0% | ||
| Q1 24 | 50.8% | -242.5% |
净利率
AMG
RDDT
| Q4 25 | 62.4% | 34.7% | ||
| Q3 25 | 40.2% | 27.8% | ||
| Q2 25 | 17.1% | 17.9% | ||
| Q1 25 | 14.6% | 6.7% | ||
| Q4 24 | 30.9% | 16.6% | ||
| Q3 24 | 23.9% | 8.6% | ||
| Q2 24 | 15.2% | -3.6% | ||
| Q1 24 | 30.0% | -236.7% |
每股收益(稀释后)
AMG
RDDT
| Q4 25 | $10.87 | $1.24 | ||
| Q3 25 | $6.87 | $0.80 | ||
| Q2 25 | $2.80 | $0.45 | ||
| Q1 25 | $2.20 | $0.13 | ||
| Q4 24 | $4.95 | $4.76 | ||
| Q3 24 | $3.78 | $0.16 | ||
| Q2 24 | $2.26 | $-0.06 | ||
| Q1 24 | $4.14 | $-8.19 |
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 | $953.6M |
| 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 | $3.2B |
| 负债/权益比越低杠杆越低 | 0.83× | — |
8季度趋势,按日历期对齐
现金及短期投资
AMG
RDDT
| Q4 25 | $586.0M | $953.6M | ||
| Q3 25 | $476.1M | $911.7M | ||
| Q2 25 | $361.0M | $734.1M | ||
| Q1 25 | $816.5M | $635.7M | ||
| Q4 24 | $950.0M | $562.1M | ||
| Q3 24 | $1.0B | $515.9M | ||
| Q2 24 | $865.5M | $468.0M | ||
| Q1 24 | $793.4M | $968.5M |
总债务
AMG
RDDT
| 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
AMG
RDDT
| Q4 25 | $3.2B | $2.9B | ||
| Q3 25 | $3.3B | $2.6B | ||
| Q2 25 | $3.2B | $2.4B | ||
| Q1 25 | $3.2B | $2.2B | ||
| Q4 24 | $3.3B | $2.1B | ||
| Q3 24 | $3.3B | $2.0B | ||
| Q2 24 | $3.3B | $1.9B | ||
| Q1 24 | $3.6B | $1.8B |
总资产
AMG
RDDT
| Q4 25 | $9.2B | $3.2B | ||
| Q3 25 | $8.9B | $2.9B | ||
| Q2 25 | $8.8B | $2.6B | ||
| Q1 25 | $8.7B | $2.4B | ||
| Q4 24 | $8.8B | $2.3B | ||
| Q3 24 | $8.9B | $2.2B | ||
| Q2 24 | $8.8B | $2.1B | ||
| Q1 24 | $9.0B | $2.0B |
负债/权益比
AMG
RDDT
| 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 | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $254.5M | $263.6M |
| 自由现金流率自由现金流/营收 | 45.7% | 36.3% |
| 资本支出强度资本支出/营收 | 0.3% | 0.4% |
| 现金转化率经营现金流/净利润 | 0.74× | 1.06× |
| 过去12个月自由现金流最近4个季度 | $967.1M | $684.2M |
8季度趋势,按日历期对齐
经营现金流
AMG
RDDT
| Q4 25 | $256.4M | $266.8M | ||
| Q3 25 | $277.1M | $185.2M | ||
| Q2 25 | $230.8M | $111.3M | ||
| Q1 25 | $208.9M | $127.6M | ||
| Q4 24 | $212.5M | $90.0M | ||
| Q3 24 | $265.2M | $71.6M | ||
| Q2 24 | $245.2M | $28.4M | ||
| Q1 24 | $209.2M | $32.1M |
自由现金流
AMG
RDDT
| Q4 25 | $254.5M | $263.6M | ||
| Q3 25 | $275.9M | $183.1M | ||
| Q2 25 | $229.4M | $110.8M | ||
| Q1 25 | $207.3M | $126.6M | ||
| Q4 24 | $211.4M | $89.2M | ||
| Q3 24 | $264.5M | $70.3M | ||
| Q2 24 | $244.6M | $27.2M | ||
| Q1 24 | $208.2M | $29.2M |
自由现金流率
AMG
RDDT
| Q4 25 | 45.7% | 36.3% | ||
| Q3 25 | 52.3% | 31.3% | ||
| Q2 25 | 46.5% | 22.2% | ||
| Q1 25 | 41.7% | 32.3% | ||
| Q4 24 | 40.3% | 20.8% | ||
| Q3 24 | 51.2% | 20.2% | ||
| Q2 24 | 48.9% | 9.7% | ||
| Q1 24 | 41.6% | 12.0% |
资本支出强度
AMG
RDDT
| Q4 25 | 0.3% | 0.4% | ||
| Q3 25 | 0.2% | 0.4% | ||
| Q2 25 | 0.3% | 0.1% | ||
| Q1 25 | 0.3% | 0.2% | ||
| Q4 24 | 0.2% | 0.2% | ||
| Q3 24 | 0.1% | 0.4% | ||
| Q2 24 | 0.1% | 0.4% | ||
| Q1 24 | 0.2% | 1.2% |
现金转化率
AMG
RDDT
| Q4 25 | 0.74× | 1.06× | ||
| Q3 25 | 1.30× | 1.14× | ||
| Q2 25 | 2.74× | 1.25× | ||
| Q1 25 | 2.89× | 4.88× | ||
| Q4 24 | 1.31× | 1.27× | ||
| Q3 24 | 2.15× | 2.40× | ||
| Q2 24 | 3.23× | — | ||
| Q1 24 | 1.40× | — |
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
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |