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Artisan Partners Asset Management Inc.(APAM)与Donnelley Financial Solutions, Inc.(DFIN)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Donnelley Financial Solutions, Inc.的1.9倍($335.5M vs $172.5M),Artisan Partners Asset Management Inc.净利率更高(35.2% vs 3.6%,领先31.6%),Artisan Partners Asset Management Inc.同比增速更快(12.9% vs 10.4%),Artisan Partners Asset Management Inc.自由现金流更多($171.6M vs $47.9M),过去两年Artisan Partners Asset Management Inc.的营收复合增速更高(12.7% vs -7.9%)

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。

唐nelley金融解决方案(DFIN)是一家总部位于美国伊利诺伊州芝加哥市的金融合规企业,面向资本市场与投资市场的各类企业,提供符合美国监管要求的软件即服务产品、软件赋能服务、印刷业务及合规相关服务,助力客户满足合规要求。

APAM vs DFIN — 直观对比

营收规模更大
APAM
APAM
是对方的1.9倍
APAM
$335.5M
$172.5M
DFIN
营收增速更快
APAM
APAM
高出2.6%
APAM
12.9%
10.4%
DFIN
净利率更高
APAM
APAM
高出31.6%
APAM
35.2%
3.6%
DFIN
自由现金流更多
APAM
APAM
多$123.7M
APAM
$171.6M
$47.9M
DFIN
两年增速更快
APAM
APAM
近两年复合增速
APAM
12.7%
-7.9%
DFIN

损益表 — Q4 FY2025 vs Q4 FY2025

指标
APAM
APAM
DFIN
DFIN
营收
$335.5M
$172.5M
净利润
$118.1M
$6.2M
毛利率
营业利润率
39.2%
8.3%
净利率
35.2%
3.6%
营收同比
12.9%
10.4%
净利润同比
34.9%
-1.6%
每股收益(稀释后)
$1.36
$0.31

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
DFIN
DFIN
Q4 25
$335.5M
$172.5M
Q3 25
$301.3M
$175.3M
Q2 25
$282.7M
$218.1M
Q1 25
$277.1M
$201.1M
Q4 24
$297.1M
$156.3M
Q3 24
$279.6M
$179.5M
Q2 24
$270.8M
$242.7M
Q1 24
$264.4M
$203.4M
净利润
APAM
APAM
DFIN
DFIN
Q4 25
$118.1M
$6.2M
Q3 25
$66.8M
$-40.9M
Q2 25
$67.6M
$36.1M
Q1 25
$61.1M
$31.0M
Q4 24
$87.5M
$6.3M
Q3 24
$73.0M
$8.7M
Q2 24
$57.6M
$44.1M
Q1 24
$59.5M
$33.3M
营业利润率
APAM
APAM
DFIN
DFIN
Q4 25
39.2%
8.3%
Q3 25
33.8%
16.1%
Q2 25
28.2%
24.2%
Q1 25
31.2%
22.8%
Q4 24
36.7%
6.0%
Q3 24
33.3%
10.1%
Q2 24
32.0%
26.6%
Q1 24
29.4%
21.9%
净利率
APAM
APAM
DFIN
DFIN
Q4 25
35.2%
3.6%
Q3 25
22.2%
-23.3%
Q2 25
23.9%
16.6%
Q1 25
22.1%
15.4%
Q4 24
29.5%
4.0%
Q3 24
26.1%
4.8%
Q2 24
21.3%
18.2%
Q1 24
22.5%
16.4%
每股收益(稀释后)
APAM
APAM
DFIN
DFIN
Q4 25
$1.36
$0.31
Q3 25
$0.93
$-1.49
Q2 25
$0.94
$1.28
Q1 25
$0.82
$1.05
Q4 24
$0.99
$0.21
Q3 24
$1.03
$0.29
Q2 24
$0.80
$1.47
Q1 24
$0.84
$1.09

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
DFIN
DFIN
现金及短期投资手头流动性
$24.5M
总债务越低越好
$190.0M
$171.3M
股东权益账面价值
$438.8M
$379.2M
总资产
$1.6B
$800.4M
负债/权益比越低杠杆越低
0.43×
0.45×

8季度趋势,按日历期对齐

现金及短期投资
APAM
APAM
DFIN
DFIN
Q4 25
$24.5M
Q3 25
$22.7M
Q2 25
$33.8M
Q1 25
$16.2M
Q4 24
$57.3M
Q3 24
$33.6M
Q2 24
$35.0M
Q1 24
$43.7M
总债务
APAM
APAM
DFIN
DFIN
Q4 25
$190.0M
$171.3M
Q3 25
$190.0M
$154.7M
Q2 25
$200.0M
$190.1M
Q1 25
$200.0M
$189.5M
Q4 24
$200.0M
$124.7M
Q3 24
$200.0M
Q2 24
$200.0M
Q1 24
$200.0M
股东权益
APAM
APAM
DFIN
DFIN
Q4 25
$438.8M
$379.2M
Q3 25
$402.1M
$423.1M
Q2 25
$381.8M
$432.1M
Q1 25
$356.5M
$419.9M
Q4 24
$388.9M
$436.1M
Q3 24
$372.1M
$444.5M
Q2 24
$341.2M
$441.5M
Q1 24
$320.3M
$408.9M
总资产
APAM
APAM
DFIN
DFIN
Q4 25
$1.6B
$800.4M
Q3 25
$1.6B
$816.3M
Q2 25
$1.4B
$874.7M
Q1 25
$1.4B
$852.8M
Q4 24
$1.6B
$841.6M
Q3 24
$1.6B
$843.6M
Q2 24
$1.5B
$882.9M
Q1 24
$1.5B
$867.8M
负债/权益比
APAM
APAM
DFIN
DFIN
Q4 25
0.43×
0.45×
Q3 25
0.47×
0.37×
Q2 25
0.52×
0.44×
Q1 25
0.56×
0.45×
Q4 24
0.51×
0.29×
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
DFIN
DFIN
经营现金流最新季度
$172.0M
$59.8M
自由现金流经营现金流 - 资本支出
$171.6M
$47.9M
自由现金流率自由现金流/营收
51.2%
27.8%
资本支出强度资本支出/营收
0.1%
6.9%
现金转化率经营现金流/净利润
1.46×
9.65×
过去12个月自由现金流最近4个季度
$420.6M
$107.8M

8季度趋势,按日历期对齐

经营现金流
APAM
APAM
DFIN
DFIN
Q4 25
$172.0M
$59.8M
Q3 25
$40.4M
$74.4M
Q2 25
$50.9M
$68.4M
Q1 25
$157.9M
$-37.7M
Q4 24
$372.8M
$56.4M
Q3 24
$112.8M
$86.4M
Q2 24
$75.9M
$56.2M
Q1 24
$147.0M
$-27.9M
自由现金流
APAM
APAM
DFIN
DFIN
Q4 25
$171.6M
$47.9M
Q3 25
$40.4M
$59.2M
Q2 25
$50.9M
$51.7M
Q1 25
$157.7M
$-51.0M
Q4 24
$371.3M
$41.3M
Q3 24
$112.4M
$67.3M
Q2 24
$75.2M
$36.8M
Q1 24
$146.9M
$-40.2M
自由现金流率
APAM
APAM
DFIN
DFIN
Q4 25
51.2%
27.8%
Q3 25
13.4%
33.8%
Q2 25
18.0%
23.7%
Q1 25
56.9%
-25.4%
Q4 24
125.0%
26.4%
Q3 24
40.2%
37.5%
Q2 24
27.8%
15.2%
Q1 24
55.6%
-19.8%
资本支出强度
APAM
APAM
DFIN
DFIN
Q4 25
0.1%
6.9%
Q3 25
0.0%
8.7%
Q2 25
0.0%
7.7%
Q1 25
0.1%
6.6%
Q4 24
0.5%
9.7%
Q3 24
0.1%
10.6%
Q2 24
0.2%
8.0%
Q1 24
0.0%
6.0%
现金转化率
APAM
APAM
DFIN
DFIN
Q4 25
1.46×
9.65×
Q3 25
0.60×
Q2 25
0.75×
1.89×
Q1 25
2.58×
-1.22×
Q4 24
4.26×
8.95×
Q3 24
1.54×
9.93×
Q2 24
1.32×
1.27×
Q1 24
2.47×
-0.84×

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

DFIN
DFIN

Technology Service$68.0M39%
Capital Markets Compliance And Communications Management$61.6M36%
Investment Companies Software Solutions$30.9M18%
Print And Distribution Service$13.6M8%

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