vs
波尔公司(BALL)与标普全球(VG)财务数据对比。点击上方公司名可切换其他公司
标普全球的季度营收约是波尔公司的1.3倍($4.4B vs $3.3B),标普全球净利率更高(26.8% vs 6.0%,领先20.8%),标普全球同比增速更快(191.7% vs 16.2%),波尔公司自由现金流更多($1.0B vs $-1.5B),过去两年标普全球的营收复合增速更高(77.3% vs 7.9%)
波尔公司是全球领先的可持续铝制包装解决方案供应商,为饮料、个护、家居产品领域的品牌提供创新包装产品,同时旗下航空航天板块为政府及商业客户提供先进技术、系统与相关服务,全业务线高度重视环保责任与产品可靠性。
标普全球是总部位于美国纽约曼哈顿的上市企业,核心业务涵盖金融信息与数据分析、能源及大宗商品情报服务,旗下拥有标普全球评级、标普全球能源、标普全球市场财智、印度信用评级机构CRISIL等子品牌,同时是标普道琼斯指数合资公司的控股股东。
BALL vs VG — 直观对比
营收规模更大
VG
是对方的1.3倍
$3.3B
营收增速更快
VG
高出175.5%
16.2%
净利率更高
VG
高出20.8%
6.0%
自由现金流更多
BALL
多$2.6B
$-1.5B
两年增速更快
VG
近两年复合增速
7.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $3.3B | $4.4B |
| 净利润 | $200.0M | $1.2B |
| 毛利率 | — | — |
| 营业利润率 | 7.2% | 38.7% |
| 净利率 | 6.0% | 26.8% |
| 营收同比 | 16.2% | 191.7% |
| 净利润同比 | 766.7% | 20.3% |
| 每股收益(稀释后) | $0.73 | $0.41 |
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
BALL
VG
| Q4 25 | $3.3B | $4.4B | ||
| Q3 25 | $3.4B | $3.3B | ||
| Q2 25 | $3.3B | $3.1B | ||
| Q1 25 | $3.1B | $2.9B | ||
| Q4 24 | $2.9B | $1.5B | ||
| Q3 24 | $3.1B | $926.0M | ||
| Q2 24 | $3.0B | $1.1B | ||
| Q1 24 | $2.9B | $1.4B |
净利润
BALL
VG
| Q4 25 | $200.0M | $1.2B | ||
| Q3 25 | $321.0M | $550.0M | ||
| Q2 25 | $215.0M | $475.0M | ||
| Q1 25 | $179.0M | $517.0M | ||
| Q4 24 | $-30.0M | $990.0M | ||
| Q3 24 | $199.0M | $-294.0M | ||
| Q2 24 | $159.0M | $352.0M | ||
| Q1 24 | $3.7B | $698.0M |
毛利率
BALL
VG
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 17.7% | — | ||
| Q2 24 | 16.5% | — | ||
| Q1 24 | 16.6% | — |
营业利润率
BALL
VG
| Q4 25 | 7.2% | 38.7% | ||
| Q3 25 | 11.6% | 39.7% | ||
| Q2 25 | 8.0% | 33.5% | ||
| Q1 25 | 7.4% | 37.3% | ||
| Q4 24 | 0.2% | 39.0% | ||
| Q3 24 | 7.4% | 20.4% | ||
| Q2 24 | 6.8% | 32.8% | ||
| Q1 24 | 6.8% | 43.6% |
净利率
BALL
VG
| Q4 25 | 6.0% | 26.8% | ||
| Q3 25 | 9.5% | 16.5% | ||
| Q2 25 | 6.4% | 15.3% | ||
| Q1 25 | 5.8% | 17.9% | ||
| Q4 24 | -1.0% | 65.0% | ||
| Q3 24 | 6.5% | -31.7% | ||
| Q2 24 | 5.4% | 31.8% | ||
| Q1 24 | 128.3% | 49.4% |
每股收益(稀释后)
BALL
VG
| Q4 25 | $0.73 | $0.41 | ||
| Q3 25 | $1.18 | $0.16 | ||
| Q2 25 | $0.76 | $0.14 | ||
| Q1 25 | $0.63 | $0.15 | ||
| Q4 24 | $0.23 | $0.35 | ||
| Q3 24 | $0.65 | $-0.15 | ||
| Q2 24 | $0.51 | $0.12 | ||
| Q1 24 | $11.61 | $0.25 |
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 | $1.2B | $2.4B |
| 总债务越低越好 | $7.0B | $34.2B |
| 股东权益账面价值 | $5.4B | $6.7B |
| 总资产 | $19.5B | $53.4B |
| 负债/权益比越低杠杆越低 | 1.29× | 5.07× |
8季度趋势,按日历期对齐
现金及短期投资
BALL
VG
| Q4 25 | $1.2B | $2.4B | ||
| Q3 25 | $568.0M | $1.9B | ||
| Q2 25 | $296.0M | $2.2B | ||
| Q1 25 | $449.0M | $3.6B | ||
| Q4 24 | $885.0M | $3.6B | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.7B | — |
总债务
BALL
VG
| Q4 25 | $7.0B | $34.2B | ||
| Q3 25 | $6.9B | $32.6B | ||
| Q2 25 | $6.5B | $30.0B | ||
| Q1 25 | $6.1B | $29.3B | ||
| Q4 24 | $5.3B | $29.3B | ||
| Q3 24 | $5.4B | — | ||
| Q2 24 | $5.5B | — | ||
| Q1 24 | $5.5B | — |
股东权益
BALL
VG
| Q4 25 | $5.4B | $6.7B | ||
| Q3 25 | $5.4B | $5.7B | ||
| Q2 25 | $5.2B | $5.3B | ||
| Q1 25 | $5.5B | $4.9B | ||
| Q4 24 | $5.9B | $2.9B | ||
| Q3 24 | $6.7B | — | ||
| Q2 24 | $6.9B | — | ||
| Q1 24 | $7.3B | — |
总资产
BALL
VG
| Q4 25 | $19.5B | $53.4B | ||
| Q3 25 | $18.7B | $50.1B | ||
| Q2 25 | $18.6B | $46.5B | ||
| Q1 25 | $18.0B | $45.1B | ||
| Q4 24 | $17.6B | $43.5B | ||
| Q3 24 | $18.8B | — | ||
| Q2 24 | $19.0B | — | ||
| Q1 24 | $19.9B | — |
负债/权益比
BALL
VG
| Q4 25 | 1.29× | 5.07× | ||
| Q3 25 | 1.26× | 5.73× | ||
| Q2 25 | 1.24× | 5.69× | ||
| Q1 25 | 1.12× | 6.01× | ||
| Q4 24 | 0.91× | 10.11× | ||
| Q3 24 | 0.80× | — | ||
| Q2 24 | 0.80× | — | ||
| Q1 24 | 0.76× | — |
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 | $1.2B | $2.1B |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $-1.5B |
| 自由现金流率自由现金流/营收 | 31.1% | -34.1% |
| 资本支出强度资本支出/营收 | 5.1% | 81.6% |
| 现金转化率经营现金流/净利润 | 6.05× | 1.77× |
| 过去12个月自由现金流最近4个季度 | $788.0M | $-6.8B |
8季度趋势,按日历期对齐
经营现金流
BALL
VG
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $384.0M | $1.9B | ||
| Q2 25 | $332.0M | $1.5B | ||
| Q1 25 | $-665.0M | $1.1B | ||
| Q4 24 | $500.0M | — | ||
| Q3 24 | $610.0M | — | ||
| Q2 24 | $252.0M | — | ||
| Q1 24 | $-1.2B | $638.0M |
自由现金流
BALL
VG
| Q4 25 | $1.0B | $-1.5B | ||
| Q3 25 | $257.0M | $-1.4B | ||
| Q2 25 | $236.0M | $-1.5B | ||
| Q1 25 | $-746.0M | $-2.4B | ||
| Q4 24 | $393.0M | — | ||
| Q3 24 | $493.0M | — | ||
| Q2 24 | $146.0M | — | ||
| Q1 24 | $-1.4B | $-2.4B |
自由现金流率
BALL
VG
| Q4 25 | 31.1% | -34.1% | ||
| Q3 25 | 7.6% | -42.4% | ||
| Q2 25 | 7.1% | -49.1% | ||
| Q1 25 | -24.1% | -81.3% | ||
| Q4 24 | 13.6% | — | ||
| Q3 24 | 16.0% | — | ||
| Q2 24 | 4.9% | — | ||
| Q1 24 | -48.7% | -167.3% |
资本支出强度
BALL
VG
| Q4 25 | 5.1% | 81.6% | ||
| Q3 25 | 3.8% | 98.9% | ||
| Q2 25 | 2.9% | 96.1% | ||
| Q1 25 | 2.6% | 119.8% | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 3.8% | — | ||
| Q2 24 | 3.6% | — | ||
| Q1 24 | 5.4% | 212.4% |
现金转化率
BALL
VG
| Q4 25 | 6.05× | 1.77× | ||
| Q3 25 | 1.20× | 3.42× | ||
| Q2 25 | 1.54× | 3.07× | ||
| Q1 25 | -3.72× | 2.15× | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.07× | — | ||
| Q2 24 | 1.58× | — | ||
| Q1 24 | -0.34× | 0.91× |
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
BALL
| Transferred Over Time | $2.7B | 82% |
| Transferred At Point In Time | $602.0M | 18% |
VG
| Plaquemines Project Segment | $3.4B | 76% |
| Calcasieu Project Segment | $841.0M | 19% |
| Other | $208.0M | 5% |