vs
巴里克黄金(B)与First American Financial Corp(FAF)财务数据对比。点击上方公司名可切换其他公司
巴里克黄金的季度营收约是First American Financial Corp的1.8倍($3.7B vs $2.0B),巴里克黄金净利率更高(34.1% vs 10.3%,领先23.8%),First American Financial Corp同比增速更快(21.6% vs 16.4%)
巴里克黄金是一家主营黄金、铜开采生产的矿业企业,业务布局覆盖阿根廷、加拿大、智利、刚果(金)等全球近二十个国家和地区。2024年该公司黄金产量达391万盎司,全维持成本为每盎司1484美元;铜产量19.5万吨,全维持成本为每磅3.45美元。
第一美国金融公司是美国知名金融服务企业,主要面向房地产及抵押贷款行业开展业务,核心服务涵盖产权保险、房产交易与抵押业务相关的交割结算服务,在全球地产金融服务领域具备成熟的服务能力与较高的行业认可度。
B vs FAF — 直观对比
营收规模更大
B
是对方的1.8倍
$2.0B
营收增速更快
FAF
高出5.2%
16.4%
净利率更高
B
高出23.8%
10.3%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $3.7B | $2.0B |
| 净利润 | $1.3B | $211.9M |
| 毛利率 | 49.0% | — |
| 营业利润率 | 38.5% | 14.0% |
| 净利率 | 34.1% | 10.3% |
| 营收同比 | 16.4% | 21.6% |
| 净利润同比 | 98.1% | 192.7% |
| 每股收益(稀释后) | $0.47 | $2.04 |
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
B
FAF
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $3.7B | $1.8B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | $3.2B | $1.6B | ||
| Q1 24 | — | $1.4B |
净利润
B
FAF
| Q4 25 | — | $211.9M | ||
| Q3 25 | — | $189.6M | ||
| Q2 25 | $1.3B | $146.1M | ||
| Q1 25 | — | $74.2M | ||
| Q4 24 | — | $72.4M | ||
| Q3 24 | — | $-104.0M | ||
| Q2 24 | $634.0M | $116.0M | ||
| Q1 24 | — | $46.7M |
毛利率
B
FAF
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 49.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 37.4% | — | ||
| Q1 24 | — | — |
营业利润率
B
FAF
| Q4 25 | — | 14.0% | ||
| Q3 25 | — | 12.5% | ||
| Q2 25 | 38.5% | 10.6% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 5.9% | ||
| Q3 24 | — | -10.3% | ||
| Q2 24 | 34.5% | 9.4% | ||
| Q1 24 | — | 4.1% |
净利率
B
FAF
| Q4 25 | — | 10.3% | ||
| Q3 25 | — | 9.6% | ||
| Q2 25 | 34.1% | 7.9% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 4.3% | ||
| Q3 24 | — | -7.4% | ||
| Q2 24 | 20.1% | 7.2% | ||
| Q1 24 | — | 3.3% |
每股收益(稀释后)
B
FAF
| Q4 25 | — | $2.04 | ||
| Q3 25 | — | $1.84 | ||
| Q2 25 | $0.47 | $1.41 | ||
| Q1 25 | — | $0.71 | ||
| Q4 24 | — | $0.70 | ||
| Q3 24 | — | $-1.00 | ||
| Q2 24 | $0.21 | $1.11 | ||
| Q1 24 | — | $0.45 |
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 | $4.8B | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $33.4B | $5.5B |
| 总资产 | $47.3B | $16.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
B
FAF
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $4.8B | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | $4.0B | $2.0B | ||
| Q1 24 | — | $1.5B |
股东权益
B
FAF
| Q4 25 | — | $5.5B | ||
| Q3 25 | — | $5.3B | ||
| Q2 25 | $33.4B | $5.1B | ||
| Q1 25 | — | $5.0B | ||
| Q4 24 | — | $4.9B | ||
| Q3 24 | — | $5.1B | ||
| Q2 24 | $32.5B | $4.8B | ||
| Q1 24 | — | $4.8B |
总资产
B
FAF
| Q4 25 | — | $16.2B | ||
| Q3 25 | — | $17.6B | ||
| Q2 25 | $47.3B | $16.3B | ||
| Q1 25 | — | $15.5B | ||
| Q4 24 | — | $14.9B | ||
| Q3 24 | — | $16.6B | ||
| Q2 24 | $46.2B | $15.2B | ||
| Q1 24 | — | $14.7B |
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 | $1.3B | $369.3M |
| 自由现金流经营现金流 - 资本支出 | — | $324.5M |
| 自由现金流率自由现金流/营收 | — | 15.8% |
| 资本支出强度资本支出/营收 | — | 2.2% |
| 现金转化率经营现金流/净利润 | 1.06× | 1.74× |
| 过去12个月自由现金流最近4个季度 | — | $762.5M |
8季度趋势,按日历期对齐
经营现金流
B
FAF
| Q4 25 | — | $369.3M | ||
| Q3 25 | — | $272.5M | ||
| Q2 25 | $1.3B | $361.8M | ||
| Q1 25 | — | $-52.8M | ||
| Q4 24 | — | $324.6M | ||
| Q3 24 | — | $236.9M | ||
| Q2 24 | $1.2B | $266.7M | ||
| Q1 24 | — | $69.3M |
自由现金流
B
FAF
| Q4 25 | — | $324.5M | ||
| Q3 25 | — | $223.1M | ||
| Q2 25 | — | $309.4M | ||
| Q1 25 | — | $-94.5M | ||
| Q4 24 | — | $266.2M | ||
| Q3 24 | — | $185.4M | ||
| Q2 24 | — | $210.0M | ||
| Q1 24 | — | $17.6M |
自由现金流率
B
FAF
| Q4 25 | — | 15.8% | ||
| Q3 25 | — | 11.3% | ||
| Q2 25 | — | 16.8% | ||
| Q1 25 | — | -6.0% | ||
| Q4 24 | — | 15.8% | ||
| Q3 24 | — | 13.2% | ||
| Q2 24 | — | 13.0% | ||
| Q1 24 | — | 1.2% |
资本支出强度
B
FAF
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | 3.5% | ||
| Q1 24 | — | 3.6% |
现金转化率
B
FAF
| Q4 25 | — | 1.74× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | 1.06× | 2.48× | ||
| Q1 25 | — | -0.71× | ||
| Q4 24 | — | 4.48× | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.83× | 2.30× | ||
| Q1 24 | — | 1.48× |
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
B
暂无分部数据
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |