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Artisan Partners Asset Management Inc.(APAM)与Esperion Therapeutics, Inc.(ESPR)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Esperion Therapeutics, Inc.的2.0倍($335.5M vs $168.4M),Esperion Therapeutics, Inc.同比增速更快(143.7% vs 12.9%),过去两年Artisan Partners Asset Management Inc.的营收复合增速更高(12.7% vs 10.6%)
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。
Esperion Therapeutics, Inc.是一家上市美国药企,专注开发用于降低低密度脂蛋白胆固醇的口服小分子药物苯哌多酸,公司总部位于密歇根州安娜堡,目前核心研发管线围绕这款降脂创新药物推进,深耕血脂异常治疗领域的创新药物开发。
APAM vs ESPR — 直观对比
营收规模更大
APAM
是对方的2.0倍
$168.4M
营收增速更快
ESPR
高出130.8%
12.9%
两年增速更快
APAM
近两年复合增速
10.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $335.5M | $168.4M |
| 净利润 | $118.1M | — |
| 毛利率 | — | — |
| 营业利润率 | 39.2% | 50.6% |
| 净利率 | 35.2% | — |
| 营收同比 | 12.9% | 143.7% |
| 净利润同比 | 34.9% | — |
| 每股收益(稀释后) | $1.36 | $0.32 |
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
ESPR
| Q4 25 | $335.5M | $168.4M | ||
| Q3 25 | $301.3M | $87.3M | ||
| Q2 25 | $282.7M | $82.4M | ||
| Q1 25 | $277.1M | $65.0M | ||
| Q4 24 | $297.1M | $69.1M | ||
| Q3 24 | $279.6M | $51.6M | ||
| Q2 24 | $270.8M | $73.8M | ||
| Q1 24 | $264.4M | $137.7M |
净利润
APAM
ESPR
| Q4 25 | $118.1M | — | ||
| Q3 25 | $66.8M | $-31.3M | ||
| Q2 25 | $67.6M | $-12.7M | ||
| Q1 25 | $61.1M | $-40.5M | ||
| Q4 24 | $87.5M | — | ||
| Q3 24 | $73.0M | $-29.5M | ||
| Q2 24 | $57.6M | $-61.9M | ||
| Q1 24 | $59.5M | $61.0M |
营业利润率
APAM
ESPR
| Q4 25 | 39.2% | 50.6% | ||
| Q3 25 | 33.8% | -11.4% | ||
| Q2 25 | 28.2% | 8.6% | ||
| Q1 25 | 31.2% | -34.0% | ||
| Q4 24 | 36.7% | -6.4% | ||
| Q3 24 | 33.3% | -31.0% | ||
| Q2 24 | 32.0% | 3.5% | ||
| Q1 24 | 29.4% | 52.5% |
净利率
APAM
ESPR
| Q4 25 | 35.2% | — | ||
| Q3 25 | 22.2% | -35.9% | ||
| Q2 25 | 23.9% | -15.4% | ||
| Q1 25 | 22.1% | -62.2% | ||
| Q4 24 | 29.5% | — | ||
| Q3 24 | 26.1% | -57.2% | ||
| Q2 24 | 21.3% | -83.9% | ||
| Q1 24 | 22.5% | 44.3% |
每股收益(稀释后)
APAM
ESPR
| Q4 25 | $1.36 | $0.32 | ||
| Q3 25 | $0.93 | $-0.16 | ||
| Q2 25 | $0.94 | $-0.06 | ||
| Q1 25 | $0.82 | $-0.21 | ||
| Q4 24 | $0.99 | $-0.14 | ||
| Q3 24 | $1.03 | $-0.15 | ||
| Q2 24 | $0.80 | $-0.33 | ||
| Q1 24 | $0.84 | $0.34 |
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 | — | $167.9M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $-302.0M |
| 总资产 | $1.6B | $465.9M |
| 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
ESPR
| Q4 25 | — | $167.9M | ||
| Q3 25 | — | $92.4M | ||
| Q2 25 | — | $86.1M | ||
| Q1 25 | — | $114.6M | ||
| Q4 24 | — | $144.8M | ||
| Q3 24 | — | $144.7M | ||
| Q2 24 | — | $189.3M | ||
| Q1 24 | — | $226.6M |
总债务
APAM
ESPR
| 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
ESPR
| Q4 25 | $438.8M | $-302.0M | ||
| Q3 25 | $402.1M | $-451.4M | ||
| Q2 25 | $381.8M | $-433.5M | ||
| Q1 25 | $356.5M | $-426.2M | ||
| Q4 24 | $388.9M | $-388.7M | ||
| Q3 24 | $372.1M | $-370.2M | ||
| Q2 24 | $341.2M | $-344.2M | ||
| Q1 24 | $320.3M | $-294.3M |
总资产
APAM
ESPR
| Q4 25 | $1.6B | $465.9M | ||
| Q3 25 | $1.6B | $364.0M | ||
| Q2 25 | $1.4B | $347.1M | ||
| Q1 25 | $1.4B | $324.0M | ||
| Q4 24 | $1.6B | $343.8M | ||
| Q3 24 | $1.6B | $314.1M | ||
| Q2 24 | $1.5B | $352.3M | ||
| Q1 24 | $1.5B | $373.1M |
负债/权益比
APAM
ESPR
| 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 | $45.2M |
| 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% | 0.0% |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
APAM
ESPR
| Q4 25 | $172.0M | $45.2M | ||
| Q3 25 | $40.4M | $-4.3M | ||
| Q2 25 | $50.9M | $-31.4M | ||
| Q1 25 | $157.9M | $-22.6M | ||
| Q4 24 | $372.8M | $-35.0M | ||
| Q3 24 | $112.8M | $-35.3M | ||
| Q2 24 | $75.9M | $-7.2M | ||
| Q1 24 | $147.0M | $53.8M |
自由现金流
APAM
ESPR
| Q4 25 | $171.6M | — | ||
| Q3 25 | $40.4M | — | ||
| Q2 25 | $50.9M | — | ||
| Q1 25 | $157.7M | — | ||
| Q4 24 | $371.3M | — | ||
| Q3 24 | $112.4M | $-35.5M | ||
| Q2 24 | $75.2M | $-7.3M | ||
| Q1 24 | $146.9M | $53.8M |
自由现金流率
APAM
ESPR
| Q4 25 | 51.2% | — | ||
| Q3 25 | 13.4% | — | ||
| Q2 25 | 18.0% | — | ||
| Q1 25 | 56.9% | — | ||
| Q4 24 | 125.0% | — | ||
| Q3 24 | 40.2% | -68.7% | ||
| Q2 24 | 27.8% | -9.9% | ||
| Q1 24 | 55.6% | 39.0% |
资本支出强度
APAM
ESPR
| Q4 25 | 0.1% | 0.0% | ||
| Q3 25 | 0.0% | 0.0% | ||
| Q2 25 | 0.0% | 0.0% | ||
| Q1 25 | 0.1% | 0.0% | ||
| Q4 24 | 0.5% | 0.0% | ||
| Q3 24 | 0.1% | 0.3% | ||
| Q2 24 | 0.2% | 0.1% | ||
| Q1 24 | 0.0% | 0.1% |
现金转化率
APAM
ESPR
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 2.58× | — | ||
| Q4 24 | 4.26× | — | ||
| Q3 24 | 1.54× | — | ||
| Q2 24 | 1.32× | — | ||
| Q1 24 | 2.47× | 0.88× |
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
ESPR
| Collaboration Revenue | $124.7M | 74% |
| Products | $43.7M | 26% |