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Artisan Partners Asset Management Inc.(APAM)与Revolve Group, Inc.(RVLV)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Revolve Group, Inc.的1.0倍($335.5M vs $324.4M),Artisan Partners Asset Management Inc.净利率更高(35.2% vs 5.7%,领先29.5%),Artisan Partners Asset Management Inc.同比增速更快(12.9% vs 10.4%),Artisan Partners Asset Management Inc.自由现金流更多($171.6M vs $-13.3M),过去两年Artisan Partners Asset Management Inc.的营收复合增速更高(12.7% vs 9.5%)
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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团,专注于创作演出政治题材和莎士比亚系列戏剧作品,由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
APAM vs RVLV — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $335.5M | $324.4M |
| 净利润 | $118.1M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 39.2% | 6.3% |
| 净利率 | 35.2% | 5.7% |
| 营收同比 | 12.9% | 10.4% |
| 净利润同比 | 34.9% | 50.4% |
| 每股收益(稀释后) | $1.36 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $301.3M | $295.6M | ||
| Q2 25 | $282.7M | $309.0M | ||
| Q1 25 | $277.1M | $296.7M | ||
| Q4 24 | $297.1M | $293.7M | ||
| Q3 24 | $279.6M | $283.1M | ||
| Q2 24 | $270.8M | $282.5M | ||
| Q1 24 | $264.4M | $270.6M |
| Q4 25 | $118.1M | $18.6M | ||
| Q3 25 | $66.8M | $21.2M | ||
| Q2 25 | $67.6M | $10.2M | ||
| Q1 25 | $61.1M | $11.8M | ||
| Q4 24 | $87.5M | $12.3M | ||
| Q3 24 | $73.0M | $11.0M | ||
| Q2 24 | $57.6M | $15.4M | ||
| Q1 24 | $59.5M | $10.9M |
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
| Q4 25 | 39.2% | 6.3% | ||
| Q3 25 | 33.8% | 7.1% | ||
| Q2 25 | 28.2% | 5.8% | ||
| Q1 25 | 31.2% | 5.0% | ||
| Q4 24 | 36.7% | 3.9% | ||
| Q3 24 | 33.3% | 5.0% | ||
| Q2 24 | 32.0% | 5.8% | ||
| Q1 24 | 29.4% | 3.4% |
| Q4 25 | 35.2% | 5.7% | ||
| Q3 25 | 22.2% | 7.2% | ||
| Q2 25 | 23.9% | 3.3% | ||
| Q1 25 | 22.1% | 4.0% | ||
| Q4 24 | 29.5% | 4.2% | ||
| Q3 24 | 26.1% | 3.9% | ||
| Q2 24 | 21.3% | 5.4% | ||
| Q1 24 | 22.5% | 4.0% |
| Q4 25 | $1.36 | $0.27 | ||
| Q3 25 | $0.93 | $0.29 | ||
| Q2 25 | $0.94 | $0.14 | ||
| Q1 25 | $0.82 | $0.16 | ||
| Q4 24 | $0.99 | $0.18 | ||
| Q3 24 | $1.03 | $0.15 | ||
| Q2 24 | $0.80 | $0.21 | ||
| Q1 24 | $0.84 | $0.15 |
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 | — | $292.3M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $512.5M |
| 总资产 | $1.6B | $765.0M |
| 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 | — | $292.3M | ||
| Q3 25 | — | $315.4M | ||
| Q2 25 | — | $310.7M | ||
| Q1 25 | — | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | — | $252.8M | ||
| Q2 24 | — | $244.7M | ||
| Q1 24 | — | $273.4M |
| 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 | $512.5M | ||
| Q3 25 | $402.1M | $490.2M | ||
| Q2 25 | $381.8M | $468.6M | ||
| Q1 25 | $356.5M | $453.4M | ||
| Q4 24 | $388.9M | $437.8M | ||
| Q3 24 | $372.1M | $420.8M | ||
| Q2 24 | $341.2M | $405.8M | ||
| Q1 24 | $320.3M | $389.9M |
| Q4 25 | $1.6B | $765.0M | ||
| Q3 25 | $1.6B | $751.3M | ||
| Q2 25 | $1.4B | $722.9M | ||
| Q1 25 | $1.4B | $713.9M | ||
| Q4 24 | $1.6B | $665.5M | ||
| Q3 24 | $1.6B | $670.9M | ||
| Q2 24 | $1.5B | $657.8M | ||
| Q1 24 | $1.5B | $650.0M |
| 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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $-13.3M |
| 自由现金流率自由现金流/营收 | 51.2% | -4.1% |
| 资本支出强度资本支出/营收 | 0.1% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.46× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $48.0M |
8季度趋势,按日历期对齐
| Q4 25 | $172.0M | $-10.2M | ||
| Q3 25 | $40.4M | $11.8M | ||
| Q2 25 | $50.9M | $12.6M | ||
| Q1 25 | $157.9M | $45.1M | ||
| Q4 24 | $372.8M | $3.9M | ||
| Q3 24 | $112.8M | $9.1M | ||
| Q2 24 | $75.9M | $-24.7M | ||
| Q1 24 | $147.0M | $38.4M |
| Q4 25 | $171.6M | $-13.3M | ||
| Q3 25 | $40.4M | $7.5M | ||
| Q2 25 | $50.9M | $10.4M | ||
| Q1 25 | $157.7M | $43.4M | ||
| Q4 24 | $371.3M | $2.1M | ||
| Q3 24 | $112.4M | $8.0M | ||
| Q2 24 | $75.2M | $-25.7M | ||
| Q1 24 | $146.9M | $36.7M |
| Q4 25 | 51.2% | -4.1% | ||
| Q3 25 | 13.4% | 2.5% | ||
| Q2 25 | 18.0% | 3.4% | ||
| Q1 25 | 56.9% | 14.6% | ||
| Q4 24 | 125.0% | 0.7% | ||
| Q3 24 | 40.2% | 2.8% | ||
| Q2 24 | 27.8% | -9.1% | ||
| Q1 24 | 55.6% | 13.5% |
| Q4 25 | 0.1% | 1.0% | ||
| Q3 25 | 0.0% | 1.5% | ||
| Q2 25 | 0.0% | 0.7% | ||
| Q1 25 | 0.1% | 0.6% | ||
| Q4 24 | 0.5% | 0.6% | ||
| Q3 24 | 0.1% | 0.4% | ||
| Q2 24 | 0.2% | 0.4% | ||
| Q1 24 | 0.0% | 0.6% |
| Q4 25 | 1.46× | -0.55× | ||
| Q3 25 | 0.60× | 0.56× | ||
| Q2 25 | 0.75× | 1.24× | ||
| Q1 25 | 2.58× | 3.82× | ||
| Q4 24 | 4.26× | 0.32× | ||
| Q3 24 | 1.54× | 0.83× | ||
| Q2 24 | 1.32× | -1.60× | ||
| Q1 24 | 2.47× | 3.53× |
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
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |