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Artisan Partners Asset Management Inc.（APAM）与BOX INC（BOX）财务数据对比。点击上方公司名可切换其他公司
Artisan Partners Asset Management Inc.的季度营收约是BOX INC的1.1倍（$335.5M vs $301.1M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 4.0%，领先31.2%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs 9.1%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $71.3M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs 7.0%）
阿蒂森伙伴资产管理公司（Artisan Partners）是总部位于美国威斯康星州密尔沃基的资产管理机构，除美国本土外，还在都柏林、香港、伦敦、新加坡、悉尼设有办公室，为全球客户提供专业的资产管理服务。
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
APAM vs BOX — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $301.1M |
| 净利润 | $118.1M | $12.1M |
| 毛利率 | — | 79.6% |
| 营业利润率 | 39.2% | 8.3% |
| 净利率 | 35.2% | 4.0% |
| 营收同比 | 12.9% | 9.1% |
| 净利润同比 | 34.9% | -6.4% |
| 每股收益（稀释后） | $1.36 | $0.05 |
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 | $335.5M | $301.1M | ||
| Q3 25 | $301.3M | $294.0M | ||
| Q2 25 | $282.7M | $276.3M | ||
| Q1 25 | $277.1M | $279.5M | ||
| Q4 24 | $297.1M | $275.9M | ||
| Q3 24 | $279.6M | $270.0M | ||
| Q2 24 | $270.8M | $264.7M | ||
| Q1 24 | $264.4M | $262.9M |
| Q4 25 | $118.1M | $12.1M | ||
| Q3 25 | $66.8M | $13.4M | ||
| Q2 25 | $67.6M | $8.2M | ||
| Q1 25 | $61.1M | $194.0M | ||
| Q4 24 | $87.5M | $12.9M | ||
| Q3 24 | $73.0M | $20.5M | ||
| Q2 24 | $57.6M | $17.2M | ||
| Q1 24 | $59.5M | $99.2M |
| Q4 25 | — | 79.6% | ||
| Q3 25 | — | 79.1% | ||
| Q2 25 | — | 78.0% | ||
| Q1 25 | — | 79.0% | ||
| Q4 24 | — | 79.9% | ||
| Q3 24 | — | 79.4% | ||
| Q2 24 | — | 78.0% | ||
| Q1 24 | — | 76.1% |
| Q4 25 | 39.2% | 8.3% | ||
| Q3 25 | 33.8% | 7.0% | ||
| Q2 25 | 28.2% | 2.3% | ||
| Q1 25 | 31.2% | 6.4% | ||
| Q4 24 | 36.7% | 8.5% | ||
| Q3 24 | 33.3% | 7.5% | ||
| Q2 24 | 32.0% | 6.8% | ||
| Q1 24 | 29.4% | 8.1% |
| Q4 25 | 35.2% | 4.0% | ||
| Q3 25 | 22.2% | 4.6% | ||
| Q2 25 | 23.9% | 3.0% | ||
| Q1 25 | 22.1% | 69.4% | ||
| Q4 24 | 29.5% | 4.7% | ||
| Q3 24 | 26.1% | 7.6% | ||
| Q2 24 | 21.3% | 6.5% | ||
| Q1 24 | 22.5% | 37.7% |
| Q4 25 | $1.36 | $0.05 | ||
| Q3 25 | $0.93 | $0.05 | ||
| Q2 25 | $0.94 | $0.02 | ||
| Q1 25 | $0.82 | $1.13 | ||
| Q4 24 | $0.99 | $0.05 | ||
| Q3 24 | $1.03 | $0.10 | ||
| Q2 24 | $0.80 | $0.08 | ||
| Q1 24 | $0.84 | $0.57 |
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 | — | $729.6M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $-286.6M |
| 总资产 | $1.6B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.43× | — |
8季度趋势，按日历期对齐
| Q4 25 | — | $729.6M | ||
| Q3 25 | — | $757.9M | ||
| Q2 25 | — | $790.4M | ||
| Q1 25 | — | $722.8M | ||
| Q4 24 | — | $697.9M | ||
| Q3 24 | — | $482.2M | ||
| Q2 24 | — | $566.1M | ||
| Q1 24 | — | $480.7M |
| Q4 25 | $190.0M | — | ||
| Q3 25 | $190.0M | — | ||
| Q2 25 | $200.0M | — | ||
| Q1 25 | $200.0M | — | ||
| Q4 24 | $200.0M | — | ||
| Q3 24 | $200.0M | — | ||
| Q2 24 | $200.0M | — | ||
| Q1 24 | $200.0M | — |
| Q4 25 | $438.8M | $-286.6M | ||
| Q3 25 | $402.1M | $-269.4M | ||
| Q2 25 | $381.8M | $-280.1M | ||
| Q1 25 | $356.5M | $-297.0M | ||
| Q4 24 | $388.9M | $-479.9M | ||
| Q3 24 | $372.1M | $-439.4M | ||
| Q2 24 | $341.2M | $-397.9M | ||
| Q1 24 | $320.3M | $-431.1M |
| Q4 25 | $1.6B | $1.6B | ||
| Q3 25 | $1.6B | $1.6B | ||
| Q2 25 | $1.4B | $1.6B | ||
| Q1 25 | $1.4B | $1.7B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.6B | $1.1B | ||
| Q2 24 | $1.5B | $1.2B | ||
| Q1 24 | $1.5B | $1.2B |
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.52× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.59× | — | ||
| Q1 24 | 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 | $172.0M | $73.0M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $71.3M |
| 自由现金流率自由现金流/营收 | 51.2% | 23.7% |
| 资本支出强度资本支出/营收 | 0.1% | 0.6% |
| 现金转化率经营现金流/净利润 | 1.46× | 6.05× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $343.5M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $73.0M | ||
| Q3 25 | $40.4M | $46.0M | ||
| Q2 25 | $50.9M | $127.1M | ||
| Q1 25 | $157.9M | $102.2M | ||
| Q4 24 | $372.8M | $62.6M | ||
| Q3 24 | $112.8M | $36.3M | ||
| Q2 24 | $75.9M | $131.2M | ||
| Q1 24 | $147.0M | $89.3M |
| Q4 25 | $171.6M | $71.3M | ||
| Q3 25 | $40.4M | $43.9M | ||
| Q2 25 | $50.9M | $126.7M | ||
| Q1 25 | $157.7M | $101.5M | ||
| Q4 24 | $371.3M | $62.3M | ||
| Q3 24 | $112.4M | $35.9M | ||
| Q2 24 | $75.2M | $129.9M | ||
| Q1 24 | $146.9M | $89.1M |
| Q4 25 | 51.2% | 23.7% | ||
| Q3 25 | 13.4% | 14.9% | ||
| Q2 25 | 18.0% | 45.9% | ||
| Q1 25 | 56.9% | 36.3% | ||
| Q4 24 | 125.0% | 22.6% | ||
| Q3 24 | 40.2% | 13.3% | ||
| Q2 24 | 27.8% | 49.1% | ||
| Q1 24 | 55.6% | 33.9% |
| Q4 25 | 0.1% | 0.6% | ||
| Q3 25 | 0.0% | 0.7% | ||
| Q2 25 | 0.0% | 0.1% | ||
| Q1 25 | 0.1% | 0.2% | ||
| Q4 24 | 0.5% | 0.1% | ||
| Q3 24 | 0.1% | 0.1% | ||
| Q2 24 | 0.2% | 0.5% | ||
| Q1 24 | 0.0% | 0.1% |
| Q4 25 | 1.46× | 6.05× | ||
| Q3 25 | 0.60× | 3.42× | ||
| Q2 25 | 0.75× | 15.51× | ||
| Q1 25 | 2.58× | 0.53× | ||
| Q4 24 | 4.26× | 4.85× | ||
| Q3 24 | 1.54× | 1.77× | ||
| Q2 24 | 1.32× | 7.62× | ||
| Q1 24 | 2.47× | 0.90× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
