vs
Artisan Partners Asset Management Inc.（APAM）与MongoDB, Inc.（MDB）财务数据对比。点击上方公司名可切换其他公司
MongoDB, Inc.的季度营收约是Artisan Partners Asset Management Inc.的1.9倍（$628.3M vs $335.5M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs -0.3%，领先35.5%），MongoDB, Inc.同比增速更快（18.7% vs 12.9%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $141.8M），过去两年MongoDB, Inc.的营收复合增速更高（17.1% 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。
MongoDB Inc.是美国软件企业，核心业务为开发面向非结构化数据的数据库引擎MongoDB并提供相关商用技术支持。该产品脱胎于NoSQL数据库，后续新增ACID事务等能力，功能覆盖场景持续拓展，可充分满足全球企业级客户的多元需求。
APAM vs MDB — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $628.3M |
| 净利润 | $118.1M | $-2.0M |
| 毛利率 | — | 71.5% |
| 营业利润率 | 39.2% | -2.9% |
| 净利率 | 35.2% | -0.3% |
| 营收同比 | 12.9% | 18.7% |
| 净利润同比 | 34.9% | 79.5% |
| 每股收益（稀释后） | $1.36 | — |
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
| Q4 25 | $335.5M | $628.3M | ||
| Q3 25 | $301.3M | $591.4M | ||
| Q2 25 | $282.7M | $549.0M | ||
| Q1 25 | $277.1M | $548.4M | ||
| Q4 24 | $297.1M | $529.4M | ||
| Q3 24 | $279.6M | $478.1M | ||
| Q2 24 | $270.8M | $450.6M | ||
| Q1 24 | $264.4M | $458.0M |
| Q4 25 | $118.1M | $-2.0M | ||
| Q3 25 | $66.8M | $-47.0M | ||
| Q2 25 | $67.6M | $-37.6M | ||
| Q1 25 | $61.1M | $15.8M | ||
| Q4 24 | $87.5M | $-9.8M | ||
| Q3 24 | $73.0M | $-54.5M | ||
| Q2 24 | $57.6M | $-80.6M | ||
| Q1 24 | $59.5M | $-55.5M |
| Q4 25 | — | 71.5% | ||
| Q3 25 | — | 71.0% | ||
| Q2 25 | — | 71.2% | ||
| Q1 25 | — | 72.8% | ||
| Q4 24 | — | 74.4% | ||
| Q3 24 | — | 73.2% | ||
| Q2 24 | — | 72.8% | ||
| Q1 24 | — | 75.0% |
| Q4 25 | 39.2% | -2.9% | ||
| Q3 25 | 33.8% | -11.0% | ||
| Q2 25 | 28.2% | -9.8% | ||
| Q1 25 | 31.2% | -3.4% | ||
| Q4 24 | 36.7% | -5.3% | ||
| Q3 24 | 33.3% | -14.9% | ||
| Q2 24 | 32.0% | -21.8% | ||
| Q1 24 | 29.4% | -15.5% |
| Q4 25 | 35.2% | -0.3% | ||
| Q3 25 | 22.2% | -8.0% | ||
| Q2 25 | 23.9% | -6.9% | ||
| Q1 25 | 22.1% | 2.9% | ||
| Q4 24 | 29.5% | -1.8% | ||
| Q3 24 | 26.1% | -11.4% | ||
| Q2 24 | 21.3% | -17.9% | ||
| Q1 24 | 22.5% | -12.1% |
| Q4 25 | $1.36 | — | ||
| Q3 25 | $0.93 | — | ||
| Q2 25 | $0.94 | — | ||
| Q1 25 | $0.82 | — | ||
| Q4 24 | $0.99 | — | ||
| Q3 24 | $1.03 | — | ||
| Q2 24 | $0.80 | — | ||
| Q1 24 | $0.84 | — |
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 | — | $834.1M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $2.9B |
| 总资产 | $1.6B | $3.6B |
| 负债/权益比越低杠杆越低 | 0.43× | — |
8季度趋势，按日历期对齐
| Q4 25 | — | $834.1M | ||
| Q3 25 | — | $647.1M | ||
| Q2 25 | — | $657.8M | ||
| Q1 25 | — | $490.1M | ||
| Q4 24 | — | $673.1M | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $815.7M | ||
| Q1 24 | — | $803.0M |
| 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 | — |
| Q4 25 | $438.8M | $2.9B | ||
| Q3 25 | $402.1M | $2.9B | ||
| Q2 25 | $381.8M | $3.0B | ||
| Q1 25 | $356.5M | $2.8B | ||
| Q4 24 | $388.9M | $1.5B | ||
| Q3 24 | $372.1M | $1.4B | ||
| Q2 24 | $341.2M | $1.3B | ||
| Q1 24 | $320.3M | $1.1B |
| Q4 25 | $1.6B | $3.6B | ||
| Q3 25 | $1.6B | $3.5B | ||
| Q2 25 | $1.4B | $3.6B | ||
| Q1 25 | $1.4B | $3.4B | ||
| Q4 24 | $1.6B | $3.2B | ||
| Q3 24 | $1.6B | $3.1B | ||
| Q2 24 | $1.5B | $3.0B | ||
| Q1 24 | $1.5B | $2.9B |
| 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 | $143.5M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $141.8M |
| 自由现金流率自由现金流/营收 | 51.2% | 22.6% |
| 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 | $346.3M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $143.5M | ||
| Q3 25 | $40.4M | $72.1M | ||
| Q2 25 | $50.9M | $109.9M | ||
| Q1 25 | $157.9M | $50.5M | ||
| Q4 24 | $372.8M | $37.4M | ||
| Q3 24 | $112.8M | $-1.4M | ||
| Q2 24 | $75.9M | $63.6M | ||
| Q1 24 | $147.0M | $54.6M |
| Q4 25 | $171.6M | $141.8M | ||
| Q3 25 | $40.4M | $71.6M | ||
| Q2 25 | $50.9M | $108.3M | ||
| Q1 25 | $157.7M | $24.6M | ||
| Q4 24 | $371.3M | $35.5M | ||
| Q3 24 | $112.4M | $-2.4M | ||
| Q2 24 | $75.2M | $63.1M | ||
| Q1 24 | $146.9M | $51.9M |
| Q4 25 | 51.2% | 22.6% | ||
| Q3 25 | 13.4% | 12.1% | ||
| Q2 25 | 18.0% | 19.7% | ||
| Q1 25 | 56.9% | 4.5% | ||
| Q4 24 | 125.0% | 6.7% | ||
| Q3 24 | 40.2% | -0.5% | ||
| Q2 24 | 27.8% | 14.0% | ||
| Q1 24 | 55.6% | 11.3% |
| Q4 25 | 0.1% | 0.3% | ||
| Q3 25 | 0.0% | 0.1% | ||
| Q2 25 | 0.0% | 0.3% | ||
| Q1 25 | 0.1% | 4.7% | ||
| Q4 24 | 0.5% | 0.4% | ||
| Q3 24 | 0.1% | 0.2% | ||
| Q2 24 | 0.2% | 0.1% | ||
| Q1 24 | 0.0% | 0.6% |
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 2.58× | 3.19× | ||
| 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
MDB
| Mongo DB Atlas Related | $470.4M | 75% |
| Other Subscription | $138.7M | 22% |
| Services | $19.2M | 3% |
