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AFFILIATED MANAGERS GROUP, INC.（AMG）与Revolve Group, Inc.（RVLV）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Revolve Group, Inc.的1.7倍（$556.6M vs $324.4M），AFFILIATED MANAGERS GROUP, INC.净利率更高（62.4% vs 5.7%，领先56.7%），Revolve Group, Inc.同比增速更快（10.4% vs 6.2%），AFFILIATED MANAGERS GROUP, INC.自由现金流更多（$254.5M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
AMG vs RVLV — 直观对比
营收规模更大
AMG
是对方的1.7倍
$324.4M
营收增速更快
RVLV
高出4.3%
6.2%
净利率更高
AMG
高出56.7%
5.7%
自由现金流更多
AMG
多$267.8M
$-13.3M
两年增速更快
RVLV
近两年复合增速
5.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.6M | $324.4M |
| 净利润 | $347.5M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 94.4% | 6.3% |
| 净利率 | 62.4% | 5.7% |
| 营收同比 | 6.2% | 10.4% |
| 净利润同比 | 114.2% | 50.4% |
| 每股收益（稀释后） | $10.87 | $0.27 |
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AMGRVLV
| Q4 25 | $556.6M | $324.4M | ||
| Q3 25 | $528.0M | $295.6M | ||
| Q2 25 | $493.2M | $309.0M | ||
| Q1 25 | $496.6M | $296.7M | ||
| Q4 24 | $524.3M | $293.7M | ||
| Q3 24 | $516.4M | $283.1M | ||
| Q2 24 | $500.3M | $282.5M | ||
| Q1 24 | $499.9M | $270.6M |
净利润AMGRVLV
| Q4 25 | $347.5M | $18.6M | ||
| Q3 25 | $212.4M | $21.2M | ||
| Q2 25 | $84.3M | $10.2M | ||
| Q1 25 | $72.4M | $11.8M | ||
| Q4 24 | $162.2M | $12.3M | ||
| Q3 24 | $123.6M | $11.0M | ||
| Q2 24 | $76.0M | $15.4M | ||
| Q1 24 | $149.8M | $10.9M |
毛利率AMGRVLV
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
营业利润率AMGRVLV
| Q4 25 | 94.4% | 6.3% | ||
| Q3 25 | 68.7% | 7.1% | ||
| Q2 25 | 34.8% | 5.8% | ||
| Q1 25 | 25.5% | 5.0% | ||
| Q4 24 | 52.2% | 3.9% | ||
| Q3 24 | 42.0% | 5.0% | ||
| Q2 24 | 35.6% | 5.8% | ||
| Q1 24 | 50.8% | 3.4% |
净利率AMGRVLV
| Q4 25 | 62.4% | 5.7% | ||
| Q3 25 | 40.2% | 7.2% | ||
| Q2 25 | 17.1% | 3.3% | ||
| Q1 25 | 14.6% | 4.0% | ||
| Q4 24 | 30.9% | 4.2% | ||
| Q3 24 | 23.9% | 3.9% | ||
| Q2 24 | 15.2% | 5.4% | ||
| Q1 24 | 30.0% | 4.0% |
每股收益（稀释后）AMGRVLV
| Q4 25 | $10.87 | $0.27 | ||
| Q3 25 | $6.87 | $0.29 | ||
| Q2 25 | $2.80 | $0.14 | ||
| Q1 25 | $2.20 | $0.16 | ||
| Q4 24 | $4.95 | $0.18 | ||
| Q3 24 | $3.78 | $0.15 | ||
| Q2 24 | $2.26 | $0.21 | ||
| Q1 24 | $4.14 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | $2.7B | — |
| 股东权益账面价值 | $3.2B | $512.5M |
| 总资产 | $9.2B | $765.0M |
| 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AMGRVLV
| Q4 25 | $586.0M | $292.3M | ||
| Q3 25 | $476.1M | $315.4M | ||
| Q2 25 | $361.0M | $310.7M | ||
| Q1 25 | $816.5M | $300.8M | ||
| Q4 24 | $950.0M | $256.6M | ||
| Q3 24 | $1.0B | $252.8M | ||
| Q2 24 | $865.5M | $244.7M | ||
| Q1 24 | $793.4M | $273.4M |
总债务AMGRVLV
| 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AMGRVLV
| Q4 25 | $3.2B | $512.5M | ||
| Q3 25 | $3.3B | $490.2M | ||
| Q2 25 | $3.2B | $468.6M | ||
| Q1 25 | $3.2B | $453.4M | ||
| Q4 24 | $3.3B | $437.8M | ||
| Q3 24 | $3.3B | $420.8M | ||
| Q2 24 | $3.3B | $405.8M | ||
| Q1 24 | $3.6B | $389.9M |
总资产AMGRVLV
| Q4 25 | $9.2B | $765.0M | ||
| Q3 25 | $8.9B | $751.3M | ||
| Q2 25 | $8.8B | $722.9M | ||
| Q1 25 | $8.7B | $713.9M | ||
| Q4 24 | $8.8B | $665.5M | ||
| Q3 24 | $8.9B | $670.9M | ||
| Q2 24 | $8.8B | $657.8M | ||
| Q1 24 | $9.0B | $650.0M |
负债/权益比AMGRVLV
| 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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $254.5M | $-13.3M |
| 自由现金流率自由现金流/营收 | 45.7% | -4.1% |
| 资本支出强度资本支出/营收 | 0.3% | 1.0% |
| 现金转化率经营现金流/净利润 | 0.74× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $967.1M | $48.0M |
8季度趋势，按日历期对齐
经营现金流AMGRVLV
| Q4 25 | $256.4M | $-10.2M | ||
| Q3 25 | $277.1M | $11.8M | ||
| Q2 25 | $230.8M | $12.6M | ||
| Q1 25 | $208.9M | $45.1M | ||
| Q4 24 | $212.5M | $3.9M | ||
| Q3 24 | $265.2M | $9.1M | ||
| Q2 24 | $245.2M | $-24.7M | ||
| Q1 24 | $209.2M | $38.4M |
自由现金流AMGRVLV
| Q4 25 | $254.5M | $-13.3M | ||
| Q3 25 | $275.9M | $7.5M | ||
| Q2 25 | $229.4M | $10.4M | ||
| Q1 25 | $207.3M | $43.4M | ||
| Q4 24 | $211.4M | $2.1M | ||
| Q3 24 | $264.5M | $8.0M | ||
| Q2 24 | $244.6M | $-25.7M | ||
| Q1 24 | $208.2M | $36.7M |
自由现金流率AMGRVLV
| Q4 25 | 45.7% | -4.1% | ||
| Q3 25 | 52.3% | 2.5% | ||
| Q2 25 | 46.5% | 3.4% | ||
| Q1 25 | 41.7% | 14.6% | ||
| Q4 24 | 40.3% | 0.7% | ||
| Q3 24 | 51.2% | 2.8% | ||
| Q2 24 | 48.9% | -9.1% | ||
| Q1 24 | 41.6% | 13.5% |
资本支出强度AMGRVLV
| Q4 25 | 0.3% | 1.0% | ||
| Q3 25 | 0.2% | 1.5% | ||
| Q2 25 | 0.3% | 0.7% | ||
| Q1 25 | 0.3% | 0.6% | ||
| Q4 24 | 0.2% | 0.6% | ||
| Q3 24 | 0.1% | 0.4% | ||
| Q2 24 | 0.1% | 0.4% | ||
| Q1 24 | 0.2% | 0.6% |
现金转化率AMGRVLV
| Q4 25 | 0.74× | -0.55× | ||
| Q3 25 | 1.30× | 0.56× | ||
| Q2 25 | 2.74× | 1.24× | ||
| Q1 25 | 2.89× | 3.82× | ||
| Q4 24 | 1.31× | 0.32× | ||
| Q3 24 | 2.15× | 0.83× | ||
| Q2 24 | 3.23× | -1.60× | ||
| Q1 24 | 1.40× | 3.53× |
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
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
