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布鲁克菲尔德资产管理（BAM）与科睿唯安（CLVT）财务数据对比。点击上方公司名可切换其他公司
布鲁克菲尔德资产管理的季度营收约是科睿唯安的1.9倍（$1.1B vs $585.5M），布鲁克菲尔德资产管理净利率更高（56.7% vs -6.9%，领先63.5%）
布鲁克菲尔德资产管理有限公司是加美两地的另类资产管理机构，2022年12月从布鲁克菲尔德集团的资管业务分拆成立，在全球范围内管理不动产、基础设施、可再生能源、私募股权及信贷市场等领域的投资。
科睿唯安是一家英美合资的上市分析服务企业，主要提供订阅制信息服务，覆盖文献计量、科学计量、商业与市场情报领域，同时为医药、生物科技行业提供专利、监管合规相关的竞争分析，也提供商标保护、域名与品牌保护服务，旗下Web of Science产品系列还负责计算学术期刊的影响因子。
BAM vs CLVT — 直观对比
营收规模更大
BAM
是对方的1.9倍
$585.5M
净利率更高
BAM
高出63.5%
-6.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $585.5M |
| 净利润 | $615.0M | $-40.2M |
| 毛利率 | — | 67.2% |
| 营业利润率 | 84.2% | 5.2% |
| 净利率 | 56.7% | -6.9% |
| 营收同比 | — | -1.4% |
| 净利润同比 | — | 61.3% |
| 每股收益（稀释后） | — | $-0.06 |
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BAMCLVT
| Q1 26 | — | $585.5M | ||
| Q4 25 | $1.1B | $617.0M | ||
| Q3 25 | $974.0M | $623.1M | ||
| Q2 25 | $931.0M | $621.4M | ||
| Q1 25 | $954.0M | $593.7M | ||
| Q4 24 | — | $663.0M | ||
| Q3 24 | $873.0M | $622.2M | ||
| Q2 24 | $821.0M | $650.3M |
净利润BAMCLVT
| Q1 26 | — | $-40.2M | ||
| Q4 25 | $615.0M | $3.1M | ||
| Q3 25 | $692.0M | $-28.3M | ||
| Q2 25 | $584.0M | $-72.0M | ||
| Q1 25 | $507.0M | $-103.9M | ||
| Q4 24 | — | $-191.8M | ||
| Q3 24 | $537.0M | $-65.6M | ||
| Q2 24 | $124.0M | $-304.3M |
毛利率BAMCLVT
| Q1 26 | — | 67.2% | ||
| Q4 25 | — | 66.8% | ||
| Q3 25 | — | 65.0% | ||
| Q2 25 | — | 67.2% | ||
| Q1 25 | — | 65.1% | ||
| Q4 24 | — | 65.7% | ||
| Q3 24 | — | 66.2% | ||
| Q2 24 | — | 67.2% |
营业利润率BAMCLVT
| Q1 26 | — | 5.2% | ||
| Q4 25 | 84.2% | 6.7% | ||
| Q3 25 | 79.1% | 7.1% | ||
| Q2 25 | 70.8% | 1.1% | ||
| Q1 25 | 61.0% | -3.5% | ||
| Q4 24 | — | -9.4% | ||
| Q3 24 | 72.5% | 3.5% | ||
| Q2 24 | 80.4% | -36.9% |
净利率BAMCLVT
| Q1 26 | — | -6.9% | ||
| Q4 25 | 56.7% | 0.5% | ||
| Q3 25 | 71.0% | -4.5% | ||
| Q2 25 | 62.7% | -11.6% | ||
| Q1 25 | 53.1% | -17.5% | ||
| Q4 24 | — | -28.9% | ||
| Q3 24 | 61.5% | -10.5% | ||
| Q2 24 | 15.1% | -46.8% |
每股收益（稀释后）BAMCLVT
| Q1 26 | — | $-0.06 | ||
| Q4 25 | — | $0.00 | ||
| Q3 25 | — | $-0.04 | ||
| Q2 25 | — | $-0.11 | ||
| Q1 25 | — | $-0.15 | ||
| Q4 24 | — | $-0.27 | ||
| Q3 24 | — | $-0.09 | ||
| Q2 24 | — | $-0.46 |
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 | $1.6B | — |
| 总债务越低越好 | — | $4.3B |
| 股东权益账面价值 | $8.9B | $4.8B |
| 总资产 | $17.0B | $10.9B |
| 负债/权益比越低杠杆越低 | — | 0.89× |
8季度趋势，按日历期对齐
现金及短期投资BAMCLVT
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $329.2M | ||
| Q3 25 | $1.1B | $318.7M | ||
| Q2 25 | $480.0M | $362.6M | ||
| Q1 25 | $332.0M | $354.0M | ||
| Q4 24 | — | $295.2M | ||
| Q3 24 | — | $388.5M | ||
| Q2 24 | $10.0M | $376.4M |
总债务BAMCLVT
| Q1 26 | — | $4.3B | ||
| Q4 25 | — | $4.3B | ||
| Q3 25 | — | $4.4B | ||
| Q2 25 | — | $4.5B | ||
| Q1 25 | — | $4.5B | ||
| Q4 24 | — | $4.5B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | — | $4.6B |
股东权益BAMCLVT
| Q1 26 | — | $4.8B | ||
| Q4 25 | $8.9B | $4.8B | ||
| Q3 25 | $8.5B | $4.9B | ||
| Q2 25 | $8.5B | $5.0B | ||
| Q1 25 | $8.5B | $5.0B | ||
| Q4 24 | — | $5.1B | ||
| Q3 24 | $9.0B | $5.5B | ||
| Q2 24 | $3.2B | $5.6B |
总资产BAMCLVT
| Q1 26 | — | $10.9B | ||
| Q4 25 | $17.0B | $11.1B | ||
| Q3 25 | $16.5B | $11.2B | ||
| Q2 25 | $16.1B | $11.4B | ||
| Q1 25 | $15.0B | $11.5B | ||
| Q4 24 | — | $11.5B | ||
| Q3 24 | — | $12.0B | ||
| Q2 24 | $4.2B | $12.1B |
负债/权益比BAMCLVT
| Q1 26 | — | 0.89× | ||
| Q4 25 | — | 0.89× | ||
| Q3 25 | — | 0.90× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | — | 0.90× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.83× |
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 | $562.0M | $134.7M |
| 自由现金流经营现金流 - 资本支出 | — | $78.9M |
| 自由现金流率自由现金流/营收 | — | 13.5% |
| 资本支出强度资本支出/营收 | — | 9.5% |
| 现金转化率经营现金流/净利润 | 0.91× | — |
| 过去12个月自由现金流最近4个季度 | — | $333.9M |
8季度趋势，按日历期对齐
经营现金流BAMCLVT
| Q1 26 | — | $134.7M | ||
| Q4 25 | $562.0M | $159.9M | ||
| Q3 25 | $745.0M | $181.1M | ||
| Q2 25 | $529.0M | $116.3M | ||
| Q1 25 | $265.0M | $171.2M | ||
| Q4 24 | — | $141.3M | ||
| Q3 24 | $567.0M | $202.9M | ||
| Q2 24 | $159.0M | $126.2M |
自由现金流BAMCLVT
| Q1 26 | — | $78.9M | ||
| Q4 25 | — | $89.2M | ||
| Q3 25 | — | $115.5M | ||
| Q2 25 | — | $50.3M | ||
| Q1 25 | — | $110.3M | ||
| Q4 24 | — | $59.1M | ||
| Q3 24 | — | $126.3M | ||
| Q2 24 | — | $60.3M |
自由现金流率BAMCLVT
| Q1 26 | — | 13.5% | ||
| Q4 25 | — | 14.5% | ||
| Q3 25 | — | 18.5% | ||
| Q2 25 | — | 8.1% | ||
| Q1 25 | — | 18.6% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 9.3% |
资本支出强度BAMCLVT
| Q1 26 | — | 9.5% | ||
| Q4 25 | — | 11.5% | ||
| Q3 25 | — | 10.5% | ||
| Q2 25 | — | 10.6% | ||
| Q1 25 | — | 10.3% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 10.1% |
现金转化率BAMCLVT
| Q1 26 | — | — | ||
| Q4 25 | 0.91× | 51.58× | ||
| Q3 25 | 1.08× | — | ||
| Q2 25 | 0.91× | — | ||
| Q1 25 | 0.52× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.06× | — | ||
| Q2 24 | 1.28× | — |
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
BAM
| Incentive Fees | $452.0M | 42% |
| Infrastruture | $332.0M | 31% |
| Private Equity | $174.0M | 16% |
| Renewable Power And Transition | $66.0M | 6% |
| Other | $47.0M | 4% |
| Management And Advisory Fees | $14.0M | 1% |
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
