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Artisan Partners Asset Management Inc.(APAM)与null(GPRO)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null的1.7倍($335.5M vs $201.7M),Artisan Partners Asset Management Inc.同比增速更快(12.9% vs 0.4%),Artisan Partners Asset Management Inc.自由现金流更多($171.6M vs $15.0M),过去两年null的营收复合增速更高(13.9% vs 12.7%)
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。
GoPro, Inc.是2002年由尼克·伍德曼创立的美国科技企业,最初注册名为伍德曼实验室,总部坐落于加利福尼亚州圣马特奥。该公司主营运动相机生产制造,同时还自主开发配套移动端应用与视频编辑软件。
APAM vs GPRO — 直观对比
营收规模更大
APAM
是对方的1.7倍
$201.7M
营收增速更快
APAM
高出12.6%
0.4%
自由现金流更多
APAM
多$156.7M
$15.0M
两年增速更快
GPRO
近两年复合增速
12.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $335.5M | $201.7M |
| 净利润 | $118.1M | — |
| 毛利率 | — | 31.8% |
| 营业利润率 | 39.2% | -4.1% |
| 净利率 | 35.2% | — |
| 营收同比 | 12.9% | 0.4% |
| 净利润同比 | 34.9% | — |
| 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
营收
APAM
GPRO
| Q4 25 | $335.5M | $201.7M | ||
| Q3 25 | $301.3M | $162.9M | ||
| Q2 25 | $282.7M | $152.6M | ||
| Q1 25 | $277.1M | $134.3M | ||
| Q4 24 | $297.1M | $200.9M | ||
| Q3 24 | $279.6M | $258.9M | ||
| Q2 24 | $270.8M | $186.2M | ||
| Q1 24 | $264.4M | $155.5M |
净利润
APAM
GPRO
| Q4 25 | $118.1M | — | ||
| Q3 25 | $66.8M | $-21.3M | ||
| Q2 25 | $67.6M | $-16.4M | ||
| Q1 25 | $61.1M | $-46.7M | ||
| Q4 24 | $87.5M | — | ||
| Q3 24 | $73.0M | $-8.2M | ||
| Q2 24 | $57.6M | $-47.8M | ||
| Q1 24 | $59.5M | $-339.1M |
毛利率
APAM
GPRO
| Q4 25 | — | 31.8% | ||
| Q3 25 | — | 35.1% | ||
| Q2 25 | — | 35.8% | ||
| Q1 25 | — | 32.1% | ||
| Q4 24 | — | 34.7% | ||
| Q3 24 | — | 35.5% | ||
| Q2 24 | — | 30.5% | ||
| Q1 24 | — | 34.1% |
营业利润率
APAM
GPRO
| Q4 25 | 39.2% | -4.1% | ||
| Q3 25 | 33.8% | -9.8% | ||
| Q2 25 | 28.2% | -9.2% | ||
| Q1 25 | 31.2% | -33.7% | ||
| Q4 24 | 36.7% | -19.5% | ||
| Q3 24 | 33.3% | -3.1% | ||
| Q2 24 | 32.0% | -25.0% | ||
| Q1 24 | 29.4% | -26.6% |
净利率
APAM
GPRO
| Q4 25 | 35.2% | — | ||
| Q3 25 | 22.2% | -13.0% | ||
| Q2 25 | 23.9% | -10.8% | ||
| Q1 25 | 22.1% | -34.8% | ||
| Q4 24 | 29.5% | — | ||
| Q3 24 | 26.1% | -3.2% | ||
| Q2 24 | 21.3% | -25.7% | ||
| Q1 24 | 22.5% | -218.1% |
每股收益(稀释后)
APAM
GPRO
| Q4 25 | $1.36 | $-0.06 | ||
| Q3 25 | $0.93 | $-0.13 | ||
| Q2 25 | $0.94 | $-0.10 | ||
| Q1 25 | $0.82 | $-0.30 | ||
| Q4 24 | $0.99 | $-0.22 | ||
| Q3 24 | $1.03 | $-0.05 | ||
| Q2 24 | $0.80 | $-0.31 | ||
| Q1 24 | $0.84 | $-2.24 |
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 | — | $49.7M |
| 总债务越低越好 | $190.0M | $44.3M |
| 股东权益账面价值 | $438.8M | $76.5M |
| 总资产 | $1.6B | $428.0M |
| 负债/权益比越低杠杆越低 | 0.43× | 0.58× |
8季度趋势,按日历期对齐
现金及短期投资
APAM
GPRO
| Q4 25 | — | $49.7M | ||
| Q3 25 | — | $152.8M | ||
| Q2 25 | — | $58.6M | ||
| Q1 25 | — | $69.6M | ||
| Q4 24 | — | $102.8M | ||
| Q3 24 | — | $130.2M | ||
| Q2 24 | — | $133.0M | ||
| Q1 24 | — | $133.7M |
总债务
APAM
GPRO
| Q4 25 | $190.0M | $44.3M | ||
| Q3 25 | $190.0M | $43.9M | ||
| Q2 25 | $200.0M | — | ||
| Q1 25 | $200.0M | — | ||
| Q4 24 | $200.0M | $0 | ||
| Q3 24 | $200.0M | $93.1M | ||
| Q2 24 | $200.0M | $92.9M | ||
| Q1 24 | $200.0M | $92.7M |
股东权益
APAM
GPRO
| Q4 25 | $438.8M | $76.5M | ||
| Q3 25 | $402.1M | $80.5M | ||
| Q2 25 | $381.8M | $97.9M | ||
| Q1 25 | $356.5M | $110.0M | ||
| Q4 24 | $388.9M | $151.7M | ||
| Q3 24 | $372.1M | $183.9M | ||
| Q2 24 | $341.2M | $184.7M | ||
| Q1 24 | $320.3M | $224.9M |
总资产
APAM
GPRO
| Q4 25 | $1.6B | $428.0M | ||
| Q3 25 | $1.6B | $538.6M | ||
| Q2 25 | $1.4B | $439.0M | ||
| Q1 25 | $1.4B | $462.5M | ||
| Q4 24 | $1.6B | $543.7M | ||
| Q3 24 | $1.6B | $661.6M | ||
| Q2 24 | $1.5B | $556.8M | ||
| Q1 24 | $1.5B | $575.8M |
负债/权益比
APAM
GPRO
| Q4 25 | 0.43× | 0.58× | ||
| Q3 25 | 0.47× | 0.55× | ||
| Q2 25 | 0.52× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.51× | 0.00× | ||
| Q3 24 | 0.54× | 0.51× | ||
| Q2 24 | 0.59× | 0.50× | ||
| Q1 24 | 0.62× | 0.41× |
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 | $15.6M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $15.0M |
| 自由现金流率自由现金流/营收 | 51.2% | 7.4% |
| 资本支出强度资本支出/营收 | 0.1% | 0.3% |
| 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 | $-24.0M |
8季度趋势,按日历期对齐
经营现金流
APAM
GPRO
| Q4 25 | $172.0M | $15.6M | ||
| Q3 25 | $40.4M | $12.2M | ||
| Q2 25 | $50.9M | $8.8M | ||
| Q1 25 | $157.9M | $-57.2M | ||
| Q4 24 | $372.8M | $-25.1M | ||
| Q3 24 | $112.8M | $-2.2M | ||
| Q2 24 | $75.9M | $605.0K | ||
| Q1 24 | $147.0M | $-98.4M |
自由现金流
APAM
GPRO
| Q4 25 | $171.6M | $15.0M | ||
| Q3 25 | $40.4M | $11.2M | ||
| Q2 25 | $50.9M | $8.3M | ||
| Q1 25 | $157.7M | $-58.5M | ||
| Q4 24 | $371.3M | $-25.5M | ||
| Q3 24 | $112.4M | $-4.2M | ||
| Q2 24 | $75.2M | $-111.0K | ||
| Q1 24 | $146.9M | $-99.4M |
自由现金流率
APAM
GPRO
| Q4 25 | 51.2% | 7.4% | ||
| Q3 25 | 13.4% | 6.9% | ||
| Q2 25 | 18.0% | 5.4% | ||
| Q1 25 | 56.9% | -43.5% | ||
| Q4 24 | 125.0% | -12.7% | ||
| Q3 24 | 40.2% | -1.6% | ||
| Q2 24 | 27.8% | -0.1% | ||
| Q1 24 | 55.6% | -63.9% |
资本支出强度
APAM
GPRO
| Q4 25 | 0.1% | 0.3% | ||
| Q3 25 | 0.0% | 0.6% | ||
| Q2 25 | 0.0% | 0.3% | ||
| Q1 25 | 0.1% | 1.0% | ||
| Q4 24 | 0.5% | 0.2% | ||
| Q3 24 | 0.1% | 0.8% | ||
| Q2 24 | 0.2% | 0.4% | ||
| Q1 24 | 0.0% | 0.6% |
现金转化率
APAM
GPRO
| 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× | — |
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
GPRO
| Subscription And Services | $106.3M | 53% |
| Other | $95.4M | 47% |