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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
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 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
| 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 |
| 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 |
| 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% |
| 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% |
| 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% |
| 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 | ||
|---|---|---|
| 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
| 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 |
| 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 | $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 |
| 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 |
| 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 | $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
| 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 |
| 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 |
| 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% |
| 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% |
| 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
暂无分部数据
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |