vs
Artisan Partners Asset Management Inc.（APAM）与全食超市（SMPL）财务数据对比。点击上方公司名可切换其他公司
全食超市的季度营收约是Artisan Partners Asset Management Inc.的1.0倍（$340.2M vs $335.5M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 7.4%，领先27.8%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs -0.3%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $48.0M），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。
全食超市是总部位于美国得克萨斯州奥斯汀的跨国连锁超市，现为亚马逊全资旗下品牌。门店主打无氢化脂肪、人工色素、人工香精、防腐剂的天然食品，是美国农业部认证的有机食品零售商，以丰富的有机商品选择深受消费者欢迎。
APAM vs SMPL — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $340.2M |
| 净利润 | $118.1M | $25.3M |
| 毛利率 | — | 32.3% |
| 营业利润率 | 39.2% | 11.0% |
| 净利率 | 35.2% | 7.4% |
| 营收同比 | 12.9% | -0.3% |
| 净利润同比 | 34.9% | -33.7% |
| 每股收益（稀释后） | $1.36 | $0.26 |
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 | $340.2M | ||
| Q3 25 | $301.3M | — | ||
| Q2 25 | $282.7M | $381.0M | ||
| Q1 25 | $277.1M | — | ||
| Q4 24 | $297.1M | $341.3M | ||
| Q3 24 | $279.6M | $375.7M | ||
| Q2 24 | $270.8M | $334.8M | ||
| Q1 24 | $264.4M | $312.2M |
| Q4 25 | $118.1M | $25.3M | ||
| Q3 25 | $66.8M | — | ||
| Q2 25 | $67.6M | $41.1M | ||
| Q1 25 | $61.1M | — | ||
| Q4 24 | $87.5M | $38.1M | ||
| Q3 24 | $73.0M | $29.3M | ||
| Q2 24 | $57.6M | $41.3M | ||
| Q1 24 | $59.5M | $33.1M |
| Q4 25 | — | 32.3% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 36.4% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 38.2% | ||
| Q3 24 | — | 38.8% | ||
| Q2 24 | — | 39.9% | ||
| Q1 24 | — | 37.4% |
| Q4 25 | 39.2% | 11.0% | ||
| Q3 25 | 33.8% | — | ||
| Q2 25 | 28.2% | 15.6% | ||
| Q1 25 | 31.2% | — | ||
| Q4 24 | 36.7% | 16.0% | ||
| Q3 24 | 33.3% | 12.7% | ||
| Q2 24 | 32.0% | 17.6% | ||
| Q1 24 | 29.4% | 15.4% |
| Q4 25 | 35.2% | 7.4% | ||
| Q3 25 | 22.2% | — | ||
| Q2 25 | 23.9% | 10.8% | ||
| Q1 25 | 22.1% | — | ||
| Q4 24 | 29.5% | 11.2% | ||
| Q3 24 | 26.1% | 7.8% | ||
| Q2 24 | 21.3% | 12.3% | ||
| Q1 24 | 22.5% | 10.6% |
| Q4 25 | $1.36 | $0.26 | ||
| Q3 25 | $0.93 | — | ||
| Q2 25 | $0.94 | $0.40 | ||
| Q1 25 | $0.82 | — | ||
| Q4 24 | $0.99 | $0.38 | ||
| Q3 24 | $1.03 | $0.29 | ||
| Q2 24 | $0.80 | $0.41 | ||
| Q1 24 | $0.84 | $0.33 |
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 | — | $194.1M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $1.7B |
| 总资产 | $1.6B | $2.5B |
| 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 | — | $194.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $98.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $121.8M | ||
| Q3 24 | — | $132.5M | ||
| Q2 24 | — | $208.7M | ||
| Q1 24 | — | $135.9M |
| Q4 25 | $190.0M | — | ||
| Q3 25 | $190.0M | — | ||
| Q2 25 | $200.0M | — | ||
| Q1 25 | $200.0M | — | ||
| Q4 24 | $200.0M | — | ||
| Q3 24 | $200.0M | $397.5M | ||
| Q2 24 | $200.0M | $237.7M | ||
| Q1 24 | $200.0M | $237.7M |
| Q4 25 | $438.8M | $1.7B | ||
| Q3 25 | $402.1M | — | ||
| Q2 25 | $381.8M | $1.8B | ||
| Q1 25 | $356.5M | — | ||
| Q4 24 | $388.9M | $1.8B | ||
| Q3 24 | $372.1M | $1.7B | ||
| Q2 24 | $341.2M | $1.7B | ||
| Q1 24 | $320.3M | $1.6B |
| Q4 25 | $1.6B | $2.5B | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.4B | $2.4B | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.6B | $2.4B | ||
| Q3 24 | $1.6B | $2.4B | ||
| Q2 24 | $1.5B | $2.2B | ||
| Q1 24 | $1.5B | $2.1B |
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.52× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.54× | 0.23× | ||
| Q2 24 | 0.59× | 0.14× | ||
| Q1 24 | 0.62× | 0.14× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $48.0M |
| 自由现金流率自由现金流/营收 | 51.2% | 14.1% |
| 资本支出强度资本支出/营收 | 0.1% | 0.6% |
| 现金转化率经营现金流/净利润 | 1.46× | 1.98× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $223.6M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $50.1M | ||
| Q3 25 | $40.4M | — | ||
| Q2 25 | $50.9M | $101.1M | ||
| Q1 25 | $157.9M | — | ||
| Q4 24 | $372.8M | $32.0M | ||
| Q3 24 | $112.8M | $48.9M | ||
| Q2 24 | $75.9M | $72.8M | ||
| Q1 24 | $147.0M | $46.5M |
| Q4 25 | $171.6M | $48.0M | ||
| Q3 25 | $40.4M | — | ||
| Q2 25 | $50.9M | $98.9M | ||
| Q1 25 | $157.7M | — | ||
| Q4 24 | $371.3M | $31.7M | ||
| Q3 24 | $112.4M | $45.0M | ||
| Q2 24 | $75.2M | $72.0M | ||
| Q1 24 | $146.9M | $46.1M |
| Q4 25 | 51.2% | 14.1% | ||
| Q3 25 | 13.4% | — | ||
| Q2 25 | 18.0% | 25.9% | ||
| Q1 25 | 56.9% | — | ||
| Q4 24 | 125.0% | 9.3% | ||
| Q3 24 | 40.2% | 12.0% | ||
| Q2 24 | 27.8% | 21.5% | ||
| Q1 24 | 55.6% | 14.8% |
| Q4 25 | 0.1% | 0.6% | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.0% | 0.6% | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.5% | 0.1% | ||
| Q3 24 | 0.1% | 1.0% | ||
| Q2 24 | 0.2% | 0.2% | ||
| Q1 24 | 0.0% | 0.1% |
| Q4 25 | 1.46× | 1.98× | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 0.75× | 2.46× | ||
| Q1 25 | 2.58× | — | ||
| Q4 24 | 4.26× | 0.84× | ||
| Q3 24 | 1.54× | 1.67× | ||
| Q2 24 | 1.32× | 1.76× | ||
| Q1 24 | 2.47× | 1.40× |
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
SMPL
| Quest | $211.4M | 62% |
| Atkins Domain | $79.7M | 23% |
| OWYN | $28.1M | 8% |
| Other | $20.9M | 6% |
