vs
巴里克黄金(B)与MPLX LP(MPLX)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MPLX LP的1.5倍($3.7B vs $2.5B),MPLX LP净利率更高(49.1% vs 34.1%,领先15.0%),巴里克黄金同比增速更快(16.4% vs 1.4%)
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。
MPLX LP旗下子公司MarkWest Energy Partners是美国业主有限合伙企业,主营天然气收集、加工及运输业务。该公司1988年成立于科罗拉多州丹佛市,曾发展为科罗拉多州第13大企业,2015年被马拉松石油旗下的MPLX收购。
B vs MPLX — 直观对比
营收规模更大
B
是对方的1.5倍
$2.5B
营收增速更快
B
高出15.0%
1.4%
净利率更高
MPLX
高出15.0%
34.1%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $3.7B | $2.5B |
| 净利润 | $1.3B | $1.2B |
| 毛利率 | 49.0% | — |
| 营业利润率 | 38.5% | 60.5% |
| 净利率 | 34.1% | 49.1% |
| 营收同比 | 16.4% | 1.4% |
| 净利润同比 | 98.1% | 8.5% |
| 每股收益(稀释后) | $0.47 | — |
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
MPLX
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | $3.7B | $2.4B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | $3.2B | $2.3B | ||
| Q1 24 | — | $2.2B |
净利润
B
MPLX
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $634.0M | $1.2B | ||
| Q1 24 | — | $1.0B |
毛利率
B
MPLX
| 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
MPLX
| Q4 25 | — | 60.5% | ||
| Q3 25 | — | 73.2% | ||
| Q2 25 | 38.5% | 54.9% | ||
| Q1 25 | — | 55.5% | ||
| Q4 24 | — | 55.6% | ||
| Q3 24 | — | 54.4% | ||
| Q2 24 | 34.5% | 62.9% | ||
| Q1 24 | — | 57.6% |
净利率
B
MPLX
| Q4 25 | — | 49.1% | ||
| Q3 25 | — | 63.2% | ||
| Q2 25 | 34.1% | 44.9% | ||
| Q1 25 | — | 46.2% | ||
| Q4 24 | — | 45.9% | ||
| Q3 24 | — | 44.6% | ||
| Q2 24 | 20.1% | 52.6% | ||
| Q1 24 | — | 46.7% |
每股收益(稀释后)
B
MPLX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $0.47 | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $0.21 | — | ||
| 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 | $4.8B | $2.1B |
| 总债务越低越好 | — | $24.2B |
| 股东权益账面价值 | $33.4B | — |
| 总资产 | $47.3B | $43.0B |
| 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
MPLX
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | $4.8B | $1.4B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | $4.0B | $2.5B | ||
| Q1 24 | — | $385.0M |
总债务
B
MPLX
| Q4 25 | — | $24.2B | ||
| Q3 25 | — | $24.1B | ||
| Q2 25 | — | $19.7B | ||
| Q1 25 | — | $19.7B | ||
| Q4 24 | — | $19.3B | ||
| Q3 24 | — | $19.3B | ||
| Q2 24 | — | $19.2B | ||
| Q1 24 | — | $18.8B |
股东权益
B
MPLX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $33.4B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $32.5B | — | ||
| Q1 24 | — | — |
总资产
B
MPLX
| Q4 25 | — | $43.0B | ||
| Q3 25 | — | $43.2B | ||
| Q2 25 | $47.3B | $37.8B | ||
| Q1 25 | — | $39.0B | ||
| Q4 24 | — | $37.5B | ||
| Q3 24 | — | $38.5B | ||
| Q2 24 | $46.2B | $38.4B | ||
| Q1 24 | — | $36.5B |
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 | $1.5B |
| 自由现金流经营现金流 - 资本支出 | — | $782.0M |
| 自由现金流率自由现金流/营收 | — | 31.9% |
| 资本支出强度资本支出/营收 | — | 29.1% |
| 现金转化率经营现金流/净利润 | 1.06× | 1.24× |
| 过去12个月自由现金流最近4个季度 | — | $4.1B |
8季度趋势,按日历期对齐
经营现金流
B
MPLX
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $1.3B | $1.7B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | $1.2B | $1.6B | ||
| Q1 24 | — | $1.3B |
自由现金流
B
MPLX
| Q4 25 | — | $782.0M | ||
| Q3 25 | — | $905.0M | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $979.0M | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.0B |
自由现金流率
B
MPLX
| Q4 25 | — | 31.9% | ||
| Q3 25 | — | 36.8% | ||
| Q2 25 | — | 60.9% | ||
| Q1 25 | — | 39.8% | ||
| Q4 24 | — | 56.6% | ||
| Q3 24 | — | 48.4% | ||
| Q2 24 | — | 60.0% | ||
| Q1 24 | — | 47.7% |
资本支出强度
B
MPLX
| Q4 25 | — | 29.1% | ||
| Q3 25 | — | 21.4% | ||
| Q2 25 | — | 12.8% | ||
| Q1 25 | — | 10.9% | ||
| Q4 24 | — | 12.7% | ||
| Q3 24 | — | 11.9% | ||
| Q2 24 | — | 9.4% | ||
| Q1 24 | — | 11.7% |
现金转化率
B
MPLX
| Q4 25 | — | 1.24× | ||
| Q3 25 | — | 0.92× | ||
| Q2 25 | 1.06× | 1.64× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 1.51× | ||
| Q3 24 | — | 1.35× | ||
| Q2 24 | 1.83× | 1.32× | ||
| Q1 24 | — | 1.27× |
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
MPLX
| Services | $746.0M | 30% |
| Other | $675.0M | 28% |
| Products | $492.0M | 20% |
| Nonrelated Party | $186.0M | 8% |
| Related Party | $151.0M | 6% |
| Crude Oil And Products Logistics | $104.0M | 4% |
| Service Other | $56.0M | 2% |
| Natural Gas And NGL Services | $41.0M | 2% |