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Ares Management Corp（ARES）与Fifth Third Bancorp（FITB）财务数据对比。点击上方公司名可切换其他公司
Fifth Third Bancorp的季度营收约是Ares Management Corp的1.0倍（$1.5B vs $1.5B），Fifth Third Bancorp净利率更高（47.7% vs 3.6%，领先44.1%），Ares Management Corp同比增速更快（19.5% vs 6.4%）
Ares Management Corp是一家全球知名的另类投资管理机构，业务覆盖信贷、私募股权及房地产三大投资领域。公司成立于1997年，在北美、欧洲、亚洲多地设有分支机构，为全球客户提供专业的另类资产管理服务。
Fifth Third Bancorp是总部位于美国俄亥俄州辛辛那提的银行控股集团，为美国大型银行之一，位列《财富》美国500强第321位。旗下银行在全美12个州共运营1087家分行及2400台自动柜员机，服务覆盖多区域市场。
ARES vs FITB — 直观对比
营收规模更大
FITB
是对方的1.0倍
$1.5B
营收增速更快
ARES
高出13.1%
6.4%
净利率更高
FITB
高出44.1%
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.5B |
| 净利润 | $54.2M | $730.0M |
| 毛利率 | — | — |
| 营业利润率 | 13.7% | 59.7% |
| 净利率 | 3.6% | 47.7% |
| 营收同比 | 19.5% | 6.4% |
| 净利润同比 | -69.4% | 17.7% |
| 每股收益（稀释后） | — | $1.03 |
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ARESFITB
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.7B | $1.5B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $788.7M | — | ||
| Q1 24 | $707.4M | — |
净利润ARESFITB
| Q4 25 | $54.2M | $730.0M | ||
| Q3 25 | $288.9M | $649.0M | ||
| Q2 25 | $137.1M | $628.0M | ||
| Q1 25 | $47.2M | $515.0M | ||
| Q4 24 | $177.3M | $620.0M | ||
| Q3 24 | $118.5M | — | ||
| Q2 24 | $94.9M | — | ||
| Q1 24 | $73.0M | — |
营业利润率ARESFITB
| Q4 25 | 13.7% | 59.7% | ||
| Q3 25 | 39.3% | 55.1% | ||
| Q2 25 | 21.3% | 54.0% | ||
| Q1 25 | 13.0% | 45.4% | ||
| Q4 24 | 31.8% | 53.3% | ||
| Q3 24 | 29.0% | — | ||
| Q2 24 | 40.2% | — | ||
| Q1 24 | 32.7% | — |
净利率ARESFITB
| Q4 25 | 3.6% | 47.7% | ||
| Q3 25 | 17.4% | 42.7% | ||
| Q2 25 | 10.2% | 42.0% | ||
| Q1 25 | 4.3% | 35.8% | ||
| Q4 24 | 14.1% | 43.1% | ||
| Q3 24 | 10.5% | — | ||
| Q2 24 | 12.0% | — | ||
| Q1 24 | 10.3% | — |
每股收益（稀释后）ARESFITB
| Q4 25 | — | $1.03 | ||
| Q3 25 | — | $0.91 | ||
| Q2 25 | — | $0.88 | ||
| Q1 25 | — | $0.71 | ||
| Q4 24 | — | $0.85 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | — | — |
| 总债务越低越好 | — | $13.6B |
| 股东权益账面价值 | $4.3B | $21.7B |
| 总资产 | $28.6B | $214.4B |
| 负债/权益比越低杠杆越低 | — | 0.63× |
8季度趋势，按日历期对齐
总债务ARESFITB
| Q4 25 | — | $13.6B | ||
| Q3 25 | — | $13.7B | ||
| Q2 25 | — | $14.5B | ||
| Q1 25 | — | $14.5B | ||
| Q4 24 | — | $14.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ARESFITB
| Q4 25 | $4.3B | $21.7B | ||
| Q3 25 | $4.5B | $21.1B | ||
| Q2 25 | $4.4B | $21.1B | ||
| Q1 25 | $4.5B | $20.4B | ||
| Q4 24 | $3.5B | $19.6B | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.0B | — | ||
| Q1 24 | $1.8B | — |
总资产ARESFITB
| Q4 25 | $28.6B | $214.4B | ||
| Q3 25 | $27.0B | $212.9B | ||
| Q2 25 | $27.3B | $210.0B | ||
| Q1 25 | $27.2B | $212.7B | ||
| Q4 24 | $24.9B | $212.9B | ||
| Q3 24 | $24.5B | — | ||
| Q2 24 | $24.2B | — | ||
| Q1 24 | $24.4B | — |
负债/权益比ARESFITB
| Q4 25 | — | 0.63× | ||
| Q3 25 | — | 0.65× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-483.7M | $929.0M |
| 自由现金流经营现金流 - 资本支出 | — | $765.0M |
| 自由现金流率自由现金流/营收 | — | 50.0% |
| 资本支出强度资本支出/营收 | — | 10.7% |
| 现金转化率经营现金流/净利润 | -8.92× | 1.27× |
| 过去12个月自由现金流最近4个季度 | — | $3.9B |
8季度趋势，按日历期对齐
经营现金流ARESFITB
| Q4 25 | $-483.7M | $929.0M | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $415.7M | $1.3B | ||
| Q1 25 | $2.0B | $1.2B | ||
| Q4 24 | $807.6M | $-101.0M | ||
| Q3 24 | $841.3M | — | ||
| Q2 24 | $432.2M | — | ||
| Q1 24 | $710.0M | — |
自由现金流ARESFITB
| Q4 25 | — | $765.0M | ||
| Q3 25 | — | $886.0M | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $-246.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率ARESFITB
| Q4 25 | — | 50.0% | ||
| Q3 25 | — | 58.3% | ||
| Q2 25 | — | 77.8% | ||
| Q1 25 | — | 77.7% | ||
| Q4 24 | — | -17.1% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度ARESFITB
| Q4 25 | — | 10.7% | ||
| Q3 25 | — | 10.5% | ||
| Q2 25 | — | 9.6% | ||
| Q1 25 | — | 8.1% | ||
| Q4 24 | — | 10.1% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率ARESFITB
| Q4 25 | -8.92× | 1.27× | ||
| Q3 25 | 4.64× | 1.61× | ||
| Q2 25 | 3.03× | 2.08× | ||
| Q1 25 | 42.28× | 2.39× | ||
| Q4 24 | 4.55× | -0.16× | ||
| Q3 24 | 7.10× | — | ||
| Q2 24 | 4.55× | — | ||
| Q1 24 | 9.72× | — |
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
ARES
| Management Service | $991.1M | 66% |
| Management Service Incentive | $206.7M | 14% |
| Carried Interest | $205.4M | 14% |
| Fee Related Performance Revenues | $113.3M | 8% |
FITB
暂无分部数据
