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Artisan Partners Asset Management Inc.（APAM）与LiveRamp Holdings, Inc.（RAMP）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LiveRamp Holdings, Inc.的1.6倍（$335.5M vs $212.2M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 18.8%，领先16.4%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs 8.6%），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs 11.1%）
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。
LiveRamp Holdings, Inc.是一家美国SaaS企业，核心业务为提供数据连接平台，服务涵盖数据导入、线下数据线上迁移等能力，助力企业开展营销相关的数据应用，为品牌及营销从业者的数字化运营提供技术支撑。
APAM vs RAMP — 直观对比
营收规模更大
APAM
是对方的1.6倍
$212.2M
营收增速更快
APAM
高出4.4%
8.6%
净利率更高
APAM
高出16.4%
18.8%
两年增速更快
APAM
近两年复合增速
11.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $212.2M |
| 净利润 | $118.1M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | 39.2% | 18.6% |
| 净利率 | 35.2% | 18.8% |
| 营收同比 | 12.9% | 8.6% |
| 净利润同比 | 34.9% | 255.7% |
| 每股收益（稀释后） | $1.36 | $0.62 |
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APAMRAMP
| Q4 25 | $335.5M | $212.2M | ||
| Q3 25 | $301.3M | $199.8M | ||
| Q2 25 | $282.7M | $194.8M | ||
| Q1 25 | $277.1M | $188.7M | ||
| Q4 24 | $297.1M | $195.4M | ||
| Q3 24 | $279.6M | $185.5M | ||
| Q2 24 | $270.8M | $176.0M | ||
| Q1 24 | $264.4M | $171.9M |
净利润APAMRAMP
| Q4 25 | $118.1M | $39.9M | ||
| Q3 25 | $66.8M | $27.4M | ||
| Q2 25 | $67.6M | $7.7M | ||
| Q1 25 | $61.1M | $-6.3M | ||
| Q4 24 | $87.5M | $11.2M | ||
| Q3 24 | $73.0M | $1.7M | ||
| Q2 24 | $57.6M | $-7.5M | ||
| Q1 24 | $59.5M | $-5.4M |
毛利率APAMRAMP
| Q4 25 | — | 71.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.1% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | — | 70.6% | ||
| Q1 24 | — | 72.2% |
营业利润率APAMRAMP
| Q4 25 | 39.2% | 18.6% | ||
| Q3 25 | 33.8% | 10.7% | ||
| Q2 25 | 28.2% | 3.7% | ||
| Q1 25 | 31.2% | -6.1% | ||
| Q4 24 | 36.7% | 7.5% | ||
| Q3 24 | 33.3% | 4.0% | ||
| Q2 24 | 32.0% | -3.0% | ||
| Q1 24 | 29.4% | -8.3% |
净利率APAMRAMP
| Q4 25 | 35.2% | 18.8% | ||
| Q3 25 | 22.2% | 13.7% | ||
| Q2 25 | 23.9% | 4.0% | ||
| Q1 25 | 22.1% | -3.3% | ||
| Q4 24 | 29.5% | 5.7% | ||
| Q3 24 | 26.1% | 0.9% | ||
| Q2 24 | 21.3% | -4.3% | ||
| Q1 24 | 22.5% | -3.1% |
每股收益（稀释后）APAMRAMP
| Q4 25 | $1.36 | $0.62 | ||
| Q3 25 | $0.93 | $0.42 | ||
| Q2 25 | $0.94 | $0.12 | ||
| Q1 25 | $0.82 | $-0.10 | ||
| Q4 24 | $0.99 | $0.17 | ||
| Q3 24 | $1.03 | $0.03 | ||
| Q2 24 | $0.80 | $-0.11 | ||
| 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 | — | $403.4M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $962.3M |
| 总资产 | $1.6B | $1.3B |
| 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APAMRAMP
| Q4 25 | — | $403.4M | ||
| Q3 25 | — | $376.9M | ||
| Q2 25 | — | $371.1M | ||
| Q1 25 | — | $420.8M | ||
| Q4 24 | — | $384.3M | ||
| Q3 24 | — | $348.4M | ||
| Q2 24 | — | $342.7M | ||
| Q1 24 | — | $368.9M |
总债务APAMRAMP
| 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APAMRAMP
| Q4 25 | $438.8M | $962.3M | ||
| Q3 25 | $402.1M | $943.8M | ||
| Q2 25 | $381.8M | $947.8M | ||
| Q1 25 | $356.5M | $948.9M | ||
| Q4 24 | $388.9M | $957.7M | ||
| Q3 24 | $372.1M | $932.1M | ||
| Q2 24 | $341.2M | $951.9M | ||
| Q1 24 | $320.3M | $949.1M |
总资产APAMRAMP
| Q4 25 | $1.6B | $1.3B | ||
| Q3 25 | $1.6B | $1.2B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B | ||
| Q1 24 | $1.5B | $1.2B |
负债/权益比APAMRAMP
| 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 | — |
| 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% | 0.1% |
| 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APAMRAMP
| Q4 25 | $172.0M | — | ||
| Q3 25 | $40.4M | $57.4M | ||
| Q2 25 | $50.9M | $-15.8M | ||
| Q1 25 | $157.9M | — | ||
| Q4 24 | $372.8M | $45.1M | ||
| Q3 24 | $112.8M | $55.6M | ||
| Q2 24 | $75.9M | $-9.3M | ||
| Q1 24 | $147.0M | — |
自由现金流APAMRAMP
| Q4 25 | $171.6M | — | ||
| Q3 25 | $40.4M | $56.8M | ||
| Q2 25 | $50.9M | $-16.2M | ||
| Q1 25 | $157.7M | — | ||
| Q4 24 | $371.3M | $44.8M | ||
| Q3 24 | $112.4M | $55.4M | ||
| Q2 24 | $75.2M | $-9.6M | ||
| Q1 24 | $146.9M | — |
自由现金流率APAMRAMP
| Q4 25 | 51.2% | — | ||
| Q3 25 | 13.4% | 28.4% | ||
| Q2 25 | 18.0% | -8.3% | ||
| Q1 25 | 56.9% | — | ||
| Q4 24 | 125.0% | 22.9% | ||
| Q3 24 | 40.2% | 29.8% | ||
| Q2 24 | 27.8% | -5.4% | ||
| Q1 24 | 55.6% | — |
资本支出强度APAMRAMP
| Q4 25 | 0.1% | 0.1% | ||
| Q3 25 | 0.0% | 0.3% | ||
| Q2 25 | 0.0% | 0.2% | ||
| Q1 25 | 0.1% | 0.2% | ||
| Q4 24 | 0.5% | 0.1% | ||
| Q3 24 | 0.1% | 0.1% | ||
| Q2 24 | 0.2% | 0.1% | ||
| Q1 24 | 0.0% | 1.0% |
现金转化率APAMRAMP
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | 2.09× | ||
| Q2 25 | 0.75× | -2.04× | ||
| Q1 25 | 2.58× | — | ||
| Q4 24 | 4.26× | 4.02× | ||
| Q3 24 | 1.54× | 32.10× | ||
| 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
