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Artisan Partners Asset Management Inc.(APAM)与Rapid7, Inc.(RPD)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Rapid7, Inc.的1.5倍($335.5M vs $217.4M),Artisan Partners Asset Management Inc.净利率更高(35.2% vs 1.4%,领先33.8%),Artisan Partners Asset Management Inc.同比增速更快(12.9% vs 0.5%),Artisan Partners Asset Management Inc.自由现金流更多($171.6M vs $36.4M),过去两年Artisan Partners Asset Management Inc.的营收复合增速更高(12.7% vs 3.0%)

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。

Rapid7是全球领先的网络安全企业,提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案,服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户,助力客户高效识别、应对和缓解网络安全风险。

APAM vs RPD — 直观对比

营收规模更大
APAM
APAM
是对方的1.5倍
APAM
$335.5M
$217.4M
RPD
营收增速更快
APAM
APAM
高出12.4%
APAM
12.9%
0.5%
RPD
净利率更高
APAM
APAM
高出33.8%
APAM
35.2%
1.4%
RPD
自由现金流更多
APAM
APAM
多$135.2M
APAM
$171.6M
$36.4M
RPD
两年增速更快
APAM
APAM
近两年复合增速
APAM
12.7%
3.0%
RPD

损益表 — Q4 FY2025 vs Q4 FY2025

指标
APAM
APAM
RPD
RPD
营收
$335.5M
$217.4M
净利润
$118.1M
$3.1M
毛利率
68.9%
营业利润率
39.2%
1.0%
净利率
35.2%
1.4%
营收同比
12.9%
0.5%
净利润同比
34.9%
44.1%
每股收益(稀释后)
$1.36
$0.05

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
RPD
RPD
Q4 25
$335.5M
$217.4M
Q3 25
$301.3M
$218.0M
Q2 25
$282.7M
$214.2M
Q1 25
$277.1M
$210.3M
Q4 24
$297.1M
$216.3M
Q3 24
$279.6M
$214.7M
Q2 24
$270.8M
$208.0M
Q1 24
$264.4M
$205.1M
净利润
APAM
APAM
RPD
RPD
Q4 25
$118.1M
$3.1M
Q3 25
$66.8M
$9.8M
Q2 25
$67.6M
$8.3M
Q1 25
$61.1M
$2.1M
Q4 24
$87.5M
$2.2M
Q3 24
$73.0M
$15.4M
Q2 24
$57.6M
$6.5M
Q1 24
$59.5M
$1.4M
毛利率
APAM
APAM
RPD
RPD
Q4 25
68.9%
Q3 25
70.2%
Q2 25
70.6%
Q1 25
71.7%
Q4 24
69.5%
Q3 24
70.6%
Q2 24
70.7%
Q1 24
70.3%
营业利润率
APAM
APAM
RPD
RPD
Q4 25
39.2%
1.0%
Q3 25
33.8%
2.7%
Q2 25
28.2%
1.6%
Q1 25
31.2%
-0.0%
Q4 24
36.7%
3.4%
Q3 24
33.3%
6.0%
Q2 24
32.0%
2.5%
Q1 24
29.4%
4.7%
净利率
APAM
APAM
RPD
RPD
Q4 25
35.2%
1.4%
Q3 25
22.2%
4.5%
Q2 25
23.9%
3.9%
Q1 25
22.1%
1.0%
Q4 24
29.5%
1.0%
Q3 24
26.1%
7.2%
Q2 24
21.3%
3.1%
Q1 24
22.5%
0.7%
每股收益(稀释后)
APAM
APAM
RPD
RPD
Q4 25
$1.36
$0.05
Q3 25
$0.93
$0.15
Q2 25
$0.94
$0.13
Q1 25
$0.82
$0.03
Q4 24
$0.99
$0.08
Q3 24
$1.03
$0.21
Q2 24
$0.80
$0.09
Q1 24
$0.84
$0.02

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
RPD
RPD
现金及短期投资手头流动性
$474.7M
总债务越低越好
$190.0M
股东权益账面价值
$438.8M
$154.7M
总资产
$1.6B
$1.7B
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
APAM
RPD
RPD
Q4 25
$474.7M
Q3 25
$407.1M
Q2 25
$511.7M
Q1 25
$493.5M
Q4 24
$521.7M
Q3 24
$443.7M
Q2 24
$442.6M
Q1 24
$411.7M
总债务
APAM
APAM
RPD
RPD
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
APAM
RPD
RPD
Q4 25
$438.8M
$154.7M
Q3 25
$402.1M
$127.2M
Q2 25
$381.8M
$90.4M
Q1 25
$356.5M
$52.7M
Q4 24
$388.9M
$17.7M
Q3 24
$372.1M
$-5.1M
Q2 24
$341.2M
$-52.6M
Q1 24
$320.3M
$-86.4M
总资产
APAM
APAM
RPD
RPD
Q4 25
$1.6B
$1.7B
Q3 25
$1.6B
$1.7B
Q2 25
$1.4B
$1.6B
Q1 25
$1.4B
$1.6B
Q4 24
$1.6B
$1.7B
Q3 24
$1.6B
$1.6B
Q2 24
$1.5B
$1.5B
Q1 24
$1.5B
$1.5B
负债/权益比
APAM
APAM
RPD
RPD
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
APAM
APAM
RPD
RPD
经营现金流最新季度
$172.0M
$37.6M
自由现金流经营现金流 - 资本支出
$171.6M
$36.4M
自由现金流率自由现金流/营收
51.2%
16.8%
资本支出强度资本支出/营收
0.1%
0.5%
现金转化率经营现金流/净利润
1.46×
12.01×
过去12个月自由现金流最近4个季度
$420.6M
$146.2M

8季度趋势,按日历期对齐

经营现金流
APAM
APAM
RPD
RPD
Q4 25
$172.0M
$37.6M
Q3 25
$40.4M
$39.0M
Q2 25
$50.9M
$47.5M
Q1 25
$157.9M
$29.8M
Q4 24
$372.8M
$63.8M
Q3 24
$112.8M
$44.0M
Q2 24
$75.9M
$32.9M
Q1 24
$147.0M
$31.1M
自由现金流
APAM
APAM
RPD
RPD
Q4 25
$171.6M
$36.4M
Q3 25
$40.4M
$34.8M
Q2 25
$50.9M
$46.6M
Q1 25
$157.7M
$28.4M
Q4 24
$371.3M
$62.6M
Q3 24
$112.4M
$42.6M
Q2 24
$75.2M
$32.6M
Q1 24
$146.9M
$30.4M
自由现金流率
APAM
APAM
RPD
RPD
Q4 25
51.2%
16.8%
Q3 25
13.4%
16.0%
Q2 25
18.0%
21.8%
Q1 25
56.9%
13.5%
Q4 24
125.0%
28.9%
Q3 24
40.2%
19.9%
Q2 24
27.8%
15.7%
Q1 24
55.6%
14.8%
资本支出强度
APAM
APAM
RPD
RPD
Q4 25
0.1%
0.5%
Q3 25
0.0%
1.9%
Q2 25
0.0%
0.4%
Q1 25
0.1%
0.6%
Q4 24
0.5%
0.5%
Q3 24
0.1%
0.6%
Q2 24
0.2%
0.1%
Q1 24
0.0%
0.3%
现金转化率
APAM
APAM
RPD
RPD
Q4 25
1.46×
12.01×
Q3 25
0.60×
3.97×
Q2 25
0.75×
5.70×
Q1 25
2.58×
14.14×
Q4 24
4.26×
29.36×
Q3 24
1.54×
2.85×
Q2 24
1.32×
5.03×
Q1 24
2.47×
22.10×

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

RPD
RPD

Products$209.1M96%
Services$8.2M4%

相关对比