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Artisan Partners Asset Management Inc.(APAM)与Cricut, Inc.(CRCT)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Cricut, Inc.的1.6倍($335.5M vs $203.6M),Artisan Partners Asset Management Inc.净利率更高(35.2% vs 3.8%,领先31.4%),Artisan Partners Asset Management Inc.同比增速更快(12.9% vs -2.7%),过去两年Artisan Partners Asset Management Inc.的营收复合增速更高(12.7% vs 10.3%)

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。

Cricut, Inc.是面向家庭手工爱好者的美国品牌,主营计算机控制的切割机产品。这类设备可切割纸张、毛毡、乙烯基、布料,也可加工皮革、纸板、木材等多种材料,是手工创作场景的实用工具。

APAM vs CRCT — 直观对比

营收规模更大
APAM
APAM
是对方的1.6倍
APAM
$335.5M
$203.6M
CRCT
营收增速更快
APAM
APAM
高出15.7%
APAM
12.9%
-2.7%
CRCT
净利率更高
APAM
APAM
高出31.4%
APAM
35.2%
3.8%
CRCT
两年增速更快
APAM
APAM
近两年复合增速
APAM
12.7%
10.3%
CRCT

损益表 — Q4 FY2025 vs Q4 FY2025

指标
APAM
APAM
CRCT
CRCT
营收
$335.5M
$203.6M
净利润
$118.1M
$7.8M
毛利率
47.4%
营业利润率
39.2%
6.8%
净利率
35.2%
3.8%
营收同比
12.9%
-2.7%
净利润同比
34.9%
-34.7%
每股收益(稀释后)
$1.36
$0.03

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
APAM
APAM
CRCT
CRCT
Q4 25
$335.5M
$203.6M
Q3 25
$301.3M
$170.4M
Q2 25
$282.7M
$172.1M
Q1 25
$277.1M
$162.6M
Q4 24
$297.1M
$209.3M
Q3 24
$279.6M
$167.9M
Q2 24
$270.8M
$167.9M
Q1 24
$264.4M
$167.4M
净利润
APAM
APAM
CRCT
CRCT
Q4 25
$118.1M
$7.8M
Q3 25
$66.8M
$20.5M
Q2 25
$67.6M
$24.5M
Q1 25
$61.1M
$23.9M
Q4 24
$87.5M
$11.9M
Q3 24
$73.0M
$11.5M
Q2 24
$57.6M
$19.8M
Q1 24
$59.5M
$19.6M
毛利率
APAM
APAM
CRCT
CRCT
Q4 25
47.4%
Q3 25
55.2%
Q2 25
59.0%
Q1 25
60.5%
Q4 24
44.9%
Q3 24
46.1%
Q2 24
53.5%
Q1 24
54.7%
营业利润率
APAM
APAM
CRCT
CRCT
Q4 25
39.2%
6.8%
Q3 25
33.8%
13.3%
Q2 25
28.2%
17.5%
Q1 25
31.2%
18.0%
Q4 24
36.7%
6.6%
Q3 24
33.3%
6.3%
Q2 24
32.0%
15.7%
Q1 24
29.4%
15.1%
净利率
APAM
APAM
CRCT
CRCT
Q4 25
35.2%
3.8%
Q3 25
22.2%
12.0%
Q2 25
23.9%
14.2%
Q1 25
22.1%
14.7%
Q4 24
29.5%
5.7%
Q3 24
26.1%
6.8%
Q2 24
21.3%
11.8%
Q1 24
22.5%
11.7%
每股收益(稀释后)
APAM
APAM
CRCT
CRCT
Q4 25
$1.36
$0.03
Q3 25
$0.93
$0.10
Q2 25
$0.94
$0.11
Q1 25
$0.82
$0.11
Q4 24
$0.99
$0.06
Q3 24
$1.03
$0.05
Q2 24
$0.80
$0.09
Q1 24
$0.84
$0.09

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
APAM
APAM
CRCT
CRCT
现金及短期投资手头流动性
$275.6M
总债务越低越好
$190.0M
股东权益账面价值
$438.8M
$343.6M
总资产
$1.6B
$580.8M
负债/权益比越低杠杆越低
0.43×

8季度趋势,按日历期对齐

现金及短期投资
APAM
APAM
CRCT
CRCT
Q4 25
$275.6M
Q3 25
$207.1M
Q2 25
$376.9M
Q1 25
$356.7M
Q4 24
$336.9M
Q3 24
$246.9M
Q2 24
$299.5M
Q1 24
$281.7M
总债务
APAM
APAM
CRCT
CRCT
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
股东权益
APAM
APAM
CRCT
CRCT
Q4 25
$438.8M
$343.6M
Q3 25
$402.1M
$358.4M
Q2 25
$381.8M
$308.9M
Q1 25
$356.5M
$490.2M
Q4 24
$388.9M
$466.8M
Q3 24
$372.1M
$475.8M
Q2 24
$341.2M
$448.5M
Q1 24
$320.3M
$552.6M
总资产
APAM
APAM
CRCT
CRCT
Q4 25
$1.6B
$580.8M
Q3 25
$1.6B
$564.3M
Q2 25
$1.4B
$721.5M
Q1 25
$1.4B
$681.7M
Q4 24
$1.6B
$693.0M
Q3 24
$1.6B
$663.8M
Q2 24
$1.5B
$742.1M
Q1 24
$1.5B
$723.7M
负债/权益比
APAM
APAM
CRCT
CRCT
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
APAM
APAM
CRCT
CRCT
经营现金流最新季度
$172.0M
$82.4M
自由现金流经营现金流 - 资本支出
$171.6M
自由现金流率自由现金流/营收
51.2%
资本支出强度资本支出/营收
0.1%
现金转化率经营现金流/净利润
1.46×
10.58×
过去12个月自由现金流最近4个季度
$420.6M

8季度趋势,按日历期对齐

经营现金流
APAM
APAM
CRCT
CRCT
Q4 25
$172.0M
$82.4M
Q3 25
$40.4M
$20.5M
Q2 25
$50.9M
$36.2M
Q1 25
$157.9M
$61.2M
Q4 24
$372.8M
$103.1M
Q3 24
$112.8M
$70.2M
Q2 24
$75.9M
$35.0M
Q1 24
$147.0M
$56.7M
自由现金流
APAM
APAM
CRCT
CRCT
Q4 25
$171.6M
Q3 25
$40.4M
Q2 25
$50.9M
Q1 25
$157.7M
Q4 24
$371.3M
Q3 24
$112.4M
Q2 24
$75.2M
Q1 24
$146.9M
自由现金流率
APAM
APAM
CRCT
CRCT
Q4 25
51.2%
Q3 25
13.4%
Q2 25
18.0%
Q1 25
56.9%
Q4 24
125.0%
Q3 24
40.2%
Q2 24
27.8%
Q1 24
55.6%
资本支出强度
APAM
APAM
CRCT
CRCT
Q4 25
0.1%
Q3 25
0.0%
Q2 25
0.0%
Q1 25
0.1%
Q4 24
0.5%
Q3 24
0.1%
Q2 24
0.2%
Q1 24
0.0%
现金转化率
APAM
APAM
CRCT
CRCT
Q4 25
1.46×
10.58×
Q3 25
0.60×
1.00×
Q2 25
0.75×
1.48×
Q1 25
2.58×
2.56×
Q4 24
4.26×
8.64×
Q3 24
1.54×
6.11×
Q2 24
1.32×
1.77×
Q1 24
2.47×
2.89×

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
APAM

暂无分部数据

CRCT
CRCT

Platform$83.9M41%
Connected Machines$65.2M32%
Accessories And Materials$54.4M27%

相关对比