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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
是对方的1.6倍
$203.6M
营收增速更快
APAM
高出15.7%
-2.7%
净利率更高
APAM
高出31.4%
3.8%
两年增速更快
APAM
近两年复合增速
10.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 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
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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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
暂无分部数据
CRCT
| Platform | $83.9M | 41% |
| Connected Machines | $65.2M | 32% |
| Accessories And Materials | $54.4M | 27% |