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Artisan Partners Asset Management Inc.(APAM)与科睿唯安(CLVT)财务数据对比。点击上方公司名可切换其他公司
科睿唯安的季度营收约是Artisan Partners Asset Management Inc.的1.7倍($585.5M vs $335.5M),Artisan Partners Asset Management Inc.净利率更高(35.2% vs -6.9%,领先42.1%),Artisan Partners Asset Management Inc.同比增速更快(12.9% vs -1.4%),Artisan Partners Asset Management Inc.自由现金流更多($171.6M vs $78.9M),过去两年Artisan Partners Asset Management Inc.的营收复合增速更高(12.7% vs -5.1%)
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。
科睿唯安是一家英美合资的上市分析服务企业,主要提供订阅制信息服务,覆盖文献计量、科学计量、商业与市场情报领域,同时为医药、生物科技行业提供专利、监管合规相关的竞争分析,也提供商标保护、域名与品牌保护服务,旗下Web of Science产品系列还负责计算学术期刊的影响因子。
APAM vs CLVT — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $335.5M | $585.5M |
| 净利润 | $118.1M | $-40.2M |
| 毛利率 | — | 67.2% |
| 营业利润率 | 39.2% | — |
| 净利率 | 35.2% | -6.9% |
| 营收同比 | 12.9% | -1.4% |
| 净利润同比 | 34.9% | -163.1% |
| 每股收益(稀释后) | $1.36 | $-0.06 |
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
| Q1 26 | — | $585.5M | ||
| Q4 25 | $335.5M | $617.0M | ||
| Q3 25 | $301.3M | $623.1M | ||
| Q2 25 | $282.7M | $621.4M | ||
| Q1 25 | $277.1M | $593.7M | ||
| Q4 24 | $297.1M | $663.0M | ||
| Q3 24 | $279.6M | $622.2M | ||
| Q2 24 | $270.8M | $650.3M |
| Q1 26 | — | $-40.2M | ||
| Q4 25 | $118.1M | $3.1M | ||
| Q3 25 | $66.8M | $-28.3M | ||
| Q2 25 | $67.6M | $-72.0M | ||
| Q1 25 | $61.1M | $-103.9M | ||
| Q4 24 | $87.5M | $-191.8M | ||
| Q3 24 | $73.0M | $-65.6M | ||
| Q2 24 | $57.6M | $-304.3M |
| Q1 26 | — | 67.2% | ||
| Q4 25 | — | 66.8% | ||
| Q3 25 | — | 65.0% | ||
| Q2 25 | — | 67.2% | ||
| Q1 25 | — | 65.1% | ||
| Q4 24 | — | 65.7% | ||
| Q3 24 | — | 66.2% | ||
| Q2 24 | — | 67.2% |
| Q1 26 | — | — | ||
| Q4 25 | 39.2% | 6.7% | ||
| Q3 25 | 33.8% | 7.1% | ||
| Q2 25 | 28.2% | 1.1% | ||
| Q1 25 | 31.2% | -3.5% | ||
| Q4 24 | 36.7% | -9.4% | ||
| Q3 24 | 33.3% | 3.5% | ||
| Q2 24 | 32.0% | -36.9% |
| Q1 26 | — | -6.9% | ||
| Q4 25 | 35.2% | 0.5% | ||
| Q3 25 | 22.2% | -4.5% | ||
| Q2 25 | 23.9% | -11.6% | ||
| Q1 25 | 22.1% | -17.5% | ||
| Q4 24 | 29.5% | -28.9% | ||
| Q3 24 | 26.1% | -10.5% | ||
| Q2 24 | 21.3% | -46.8% |
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $1.36 | $0.00 | ||
| Q3 25 | $0.93 | $-0.04 | ||
| Q2 25 | $0.94 | $-0.11 | ||
| Q1 25 | $0.82 | $-0.15 | ||
| Q4 24 | $0.99 | $-0.27 | ||
| Q3 24 | $1.03 | $-0.09 | ||
| Q2 24 | $0.80 | $-0.46 |
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 | — | — |
| 总债务越低越好 | $190.0M | $4.3B |
| 股东权益账面价值 | $438.8M | $4.8B |
| 总资产 | $1.6B | $10.9B |
| 负债/权益比越低杠杆越低 | 0.43× | 0.89× |
8季度趋势,按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | — | $329.2M | ||
| Q3 25 | — | $318.7M | ||
| Q2 25 | — | $362.6M | ||
| Q1 25 | — | $354.0M | ||
| Q4 24 | — | $295.2M | ||
| Q3 24 | — | $388.5M | ||
| Q2 24 | — | $376.4M |
| Q1 26 | — | $4.3B | ||
| Q4 25 | $190.0M | $4.3B | ||
| Q3 25 | $190.0M | $4.4B | ||
| Q2 25 | $200.0M | $4.5B | ||
| Q1 25 | $200.0M | $4.5B | ||
| Q4 24 | $200.0M | $4.5B | ||
| Q3 24 | $200.0M | $4.6B | ||
| Q2 24 | $200.0M | $4.6B |
| Q1 26 | — | $4.8B | ||
| Q4 25 | $438.8M | $4.8B | ||
| Q3 25 | $402.1M | $4.9B | ||
| Q2 25 | $381.8M | $5.0B | ||
| Q1 25 | $356.5M | $5.0B | ||
| Q4 24 | $388.9M | $5.1B | ||
| Q3 24 | $372.1M | $5.5B | ||
| Q2 24 | $341.2M | $5.6B |
| Q1 26 | — | $10.9B | ||
| Q4 25 | $1.6B | $11.1B | ||
| Q3 25 | $1.6B | $11.2B | ||
| Q2 25 | $1.4B | $11.4B | ||
| Q1 25 | $1.4B | $11.5B | ||
| Q4 24 | $1.6B | $11.5B | ||
| Q3 24 | $1.6B | $12.0B | ||
| Q2 24 | $1.5B | $12.1B |
| Q1 26 | — | 0.89× | ||
| Q4 25 | 0.43× | 0.89× | ||
| Q3 25 | 0.47× | 0.90× | ||
| Q2 25 | 0.52× | 0.90× | ||
| Q1 25 | 0.56× | 0.90× | ||
| Q4 24 | 0.51× | 0.88× | ||
| Q3 24 | 0.54× | 0.84× | ||
| Q2 24 | 0.59× | 0.83× |
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 | $134.7M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $78.9M |
| 自由现金流率自由现金流/营收 | 51.2% | 13.5% |
| 资本支出强度资本支出/营收 | 0.1% | 9.5% |
| 现金转化率经营现金流/净利润 | 1.46× | — |
| 过去12个月自由现金流最近4个季度 | $420.6M | $333.9M |
8季度趋势,按日历期对齐
| Q1 26 | — | $134.7M | ||
| Q4 25 | $172.0M | $159.9M | ||
| Q3 25 | $40.4M | $181.1M | ||
| Q2 25 | $50.9M | $116.3M | ||
| Q1 25 | $157.9M | $171.2M | ||
| Q4 24 | $372.8M | $141.3M | ||
| Q3 24 | $112.8M | $202.9M | ||
| Q2 24 | $75.9M | $126.2M |
| Q1 26 | — | $78.9M | ||
| Q4 25 | $171.6M | $89.2M | ||
| Q3 25 | $40.4M | $115.5M | ||
| Q2 25 | $50.9M | $50.3M | ||
| Q1 25 | $157.7M | $110.3M | ||
| Q4 24 | $371.3M | $59.1M | ||
| Q3 24 | $112.4M | $126.3M | ||
| Q2 24 | $75.2M | $60.3M |
| Q1 26 | — | 13.5% | ||
| Q4 25 | 51.2% | 14.5% | ||
| Q3 25 | 13.4% | 18.5% | ||
| Q2 25 | 18.0% | 8.1% | ||
| Q1 25 | 56.9% | 18.6% | ||
| Q4 24 | 125.0% | 8.9% | ||
| Q3 24 | 40.2% | 20.3% | ||
| Q2 24 | 27.8% | 9.3% |
| Q1 26 | — | 9.5% | ||
| Q4 25 | 0.1% | 11.5% | ||
| Q3 25 | 0.0% | 10.5% | ||
| Q2 25 | 0.0% | 10.6% | ||
| Q1 25 | 0.1% | 10.3% | ||
| Q4 24 | 0.5% | 12.4% | ||
| Q3 24 | 0.1% | 12.3% | ||
| Q2 24 | 0.2% | 10.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.46× | 51.58× | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 2.58× | — | ||
| Q4 24 | 4.26× | — | ||
| Q3 24 | 1.54× | — | ||
| Q2 24 | 1.32× | — |
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
APAM
暂无分部数据
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |