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AFFILIATED MANAGERS GROUP, INC.(AMG)与Royalty Pharma plc(RPRX)财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是AFFILIATED MANAGERS GROUP, INC.的1.1倍($622.0M vs $556.6M),AFFILIATED MANAGERS GROUP, INC.净利率更高(62.4% vs 34.4%,领先28.0%),AFFILIATED MANAGERS GROUP, INC.同比增速更快(6.2% vs 4.8%),过去两年AFFILIATED MANAGERS GROUP, INC.的营收复合增速更高(5.5% vs 4.6%)
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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业,专注于研发可调节转化生长因子β(TGF-β)超家族蛋白的药物,该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
AMG vs RPRX — 直观对比
营收规模更大
RPRX
是对方的1.1倍
$556.6M
营收增速更快
AMG
高出1.4%
4.8%
净利率更高
AMG
高出28.0%
34.4%
两年增速更快
AMG
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $556.6M | $622.0M |
| 净利润 | $347.5M | $214.2M |
| 毛利率 | — | — |
| 营业利润率 | 94.4% | 62.4% |
| 净利率 | 62.4% | 34.4% |
| 营收同比 | 6.2% | 4.8% |
| 净利润同比 | 114.2% | 2.9% |
| 每股收益(稀释后) | $10.87 | $0.49 |
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
RPRX
| Q4 25 | $556.6M | $622.0M | ||
| Q3 25 | $528.0M | $609.3M | ||
| Q2 25 | $493.2M | $578.7M | ||
| Q1 25 | $496.6M | $568.2M | ||
| Q4 24 | $524.3M | $593.6M | ||
| Q3 24 | $516.4M | $564.7M | ||
| Q2 24 | $500.3M | $537.3M | ||
| Q1 24 | $499.9M | $568.0M |
净利润
AMG
RPRX
| Q4 25 | $347.5M | $214.2M | ||
| Q3 25 | $212.4M | $288.2M | ||
| Q2 25 | $84.3M | $30.2M | ||
| Q1 25 | $72.4M | $238.3M | ||
| Q4 24 | $162.2M | $208.2M | ||
| Q3 24 | $123.6M | $544.0M | ||
| Q2 24 | $76.0M | $102.0M | ||
| Q1 24 | $149.8M | $4.8M |
营业利润率
AMG
RPRX
| Q4 25 | 94.4% | 62.4% | ||
| Q3 25 | 68.7% | 70.1% | ||
| Q2 25 | 34.8% | 36.3% | ||
| Q1 25 | 25.5% | 94.0% | ||
| Q4 24 | 52.2% | 60.9% | ||
| Q3 24 | 42.0% | — | ||
| Q2 24 | 35.6% | 50.2% | ||
| Q1 24 | 50.8% | -13.0% |
净利率
AMG
RPRX
| Q4 25 | 62.4% | 34.4% | ||
| Q3 25 | 40.2% | 47.3% | ||
| Q2 25 | 17.1% | 5.2% | ||
| Q1 25 | 14.6% | 41.9% | ||
| Q4 24 | 30.9% | 35.1% | ||
| Q3 24 | 23.9% | 96.3% | ||
| Q2 24 | 15.2% | 19.0% | ||
| Q1 24 | 30.0% | 0.8% |
每股收益(稀释后)
AMG
RPRX
| Q4 25 | $10.87 | $0.49 | ||
| Q3 25 | $6.87 | $0.67 | ||
| Q2 25 | $2.80 | $0.07 | ||
| Q1 25 | $2.20 | $0.55 | ||
| Q4 24 | $4.95 | $0.46 | ||
| Q3 24 | $3.78 | $1.21 | ||
| Q2 24 | $2.26 | $0.23 | ||
| Q1 24 | $4.14 | $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 | $618.7M |
| 总债务越低越好 | $2.7B | $9.0B |
| 股东权益账面价值 | $3.2B | $9.7B |
| 总资产 | $9.2B | $19.6B |
| 负债/权益比越低杠杆越低 | 0.83× | 0.92× |
8季度趋势,按日历期对齐
现金及短期投资
AMG
RPRX
| Q4 25 | $586.0M | $618.7M | ||
| Q3 25 | $476.1M | $938.9M | ||
| Q2 25 | $361.0M | $631.9M | ||
| Q1 25 | $816.5M | $1.1B | ||
| Q4 24 | $950.0M | $929.0M | ||
| Q3 24 | $1.0B | $950.1M | ||
| Q2 24 | $865.5M | $1.8B | ||
| Q1 24 | $793.4M | $843.0M |
总债务
AMG
RPRX
| Q4 25 | $2.7B | $9.0B | ||
| Q3 25 | $2.4B | $8.9B | ||
| Q2 25 | $2.6B | $8.0B | ||
| Q1 25 | $2.6B | $7.6B | ||
| Q4 24 | $2.6B | $7.6B | ||
| Q3 24 | $2.6B | $7.6B | ||
| Q2 24 | $2.5B | $7.6B | ||
| Q1 24 | $2.5B | $6.1B |
股东权益
AMG
RPRX
| Q4 25 | $3.2B | $9.7B | ||
| Q3 25 | $3.3B | $9.6B | ||
| Q2 25 | $3.2B | $9.5B | ||
| Q1 25 | $3.2B | $9.8B | ||
| Q4 24 | $3.3B | $10.3B | ||
| Q3 24 | $3.3B | $10.3B | ||
| Q2 24 | $3.3B | $9.8B | ||
| Q1 24 | $3.6B | $9.9B |
总资产
AMG
RPRX
| Q4 25 | $9.2B | $19.6B | ||
| Q3 25 | $8.9B | $19.3B | ||
| Q2 25 | $8.8B | $18.3B | ||
| Q1 25 | $8.7B | $17.6B | ||
| Q4 24 | $8.8B | $18.2B | ||
| Q3 24 | $8.9B | $18.0B | ||
| Q2 24 | $8.8B | $17.7B | ||
| Q1 24 | $9.0B | $16.1B |
负债/权益比
AMG
RPRX
| Q4 25 | 0.83× | 0.92× | ||
| Q3 25 | 0.71× | 0.93× | ||
| Q2 25 | 0.81× | 0.84× | ||
| Q1 25 | 0.82× | 0.78× | ||
| Q4 24 | 0.78× | 0.74× | ||
| Q3 24 | 0.79× | 0.74× | ||
| Q2 24 | 0.76× | 0.78× | ||
| Q1 24 | 0.70× | 0.62× |
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 | $827.1M |
| 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× | 3.86× |
| 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
AMG
RPRX
| Q4 25 | $256.4M | $827.1M | ||
| Q3 25 | $277.1M | $702.6M | ||
| Q2 25 | $230.8M | $364.0M | ||
| Q1 25 | $208.9M | $596.1M | ||
| Q4 24 | $212.5M | $742.5M | ||
| Q3 24 | $265.2M | $703.6M | ||
| Q2 24 | $245.2M | $658.2M | ||
| Q1 24 | $209.2M | $664.6M |
自由现金流
AMG
RPRX
| 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
AMG
RPRX
| 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
AMG
RPRX
| 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
AMG
RPRX
| Q4 25 | 0.74× | 3.86× | ||
| Q3 25 | 1.30× | 2.44× | ||
| Q2 25 | 2.74× | 12.06× | ||
| Q1 25 | 2.89× | 2.50× | ||
| Q4 24 | 1.31× | 3.57× | ||
| Q3 24 | 2.15× | 1.29× | ||
| Q2 24 | 3.23× | 6.45× | ||
| Q1 24 | 1.40× | 139.10× |
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
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |