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布鲁克菲尔德资产管理（BAM）与COHEN & STEERS, INC.（CNS）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COHEN & STEERS, INC.的7.5倍（$1.1B vs $143.8M），布鲁克菲尔德资产管理净利率更高（56.7% vs 24.3%，领先32.4%）
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。
科恩斯蒂尔是一家美国投资管理企业，专注于通过房地产投资信托（REIT）开展不动产证券投资，同时布局优先证券相关的另类收益类投资业务，在全球不动产和另类收益投资领域拥有专业的运营经验。
BAM vs CNS — 直观对比
营收规模更大
BAM
是对方的7.5倍
$143.8M
净利率更高
BAM
高出32.4%
24.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $143.8M |
| 净利润 | $615.0M | $34.9M |
| 毛利率 | — | — |
| 营业利润率 | 84.2% | 28.0% |
| 净利率 | 56.7% | 24.3% |
| 营收同比 | — | 2.9% |
| 净利润同比 | — | -23.9% |
| 每股收益（稀释后） | — | $0.67 |
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BAMCNS
| Q4 25 | $1.1B | $143.8M | ||
| Q3 25 | $974.0M | $141.7M | ||
| Q2 25 | $931.0M | $136.1M | ||
| Q1 25 | $954.0M | $134.5M | ||
| Q4 24 | — | $139.8M | ||
| Q3 24 | $873.0M | $133.2M | ||
| Q2 24 | $821.0M | $121.7M | ||
| Q1 24 | $786.0M | $122.7M |
净利润BAMCNS
| Q4 25 | $615.0M | $34.9M | ||
| Q3 25 | $692.0M | $41.7M | ||
| Q2 25 | $584.0M | $36.8M | ||
| Q1 25 | $507.0M | $39.8M | ||
| Q4 24 | — | $45.8M | ||
| Q3 24 | $537.0M | $39.7M | ||
| Q2 24 | $124.0M | $31.8M | ||
| Q1 24 | $373.0M | $34.0M |
营业利润率BAMCNS
| Q4 25 | 84.2% | 28.0% | ||
| Q3 25 | 79.1% | 34.5% | ||
| Q2 25 | 70.8% | 31.8% | ||
| Q1 25 | 61.0% | 33.6% | ||
| Q4 24 | — | 35.3% | ||
| Q3 24 | 72.5% | 33.7% | ||
| Q2 24 | 80.4% | 31.5% | ||
| Q1 24 | 56.5% | 32.8% |
净利率BAMCNS
| Q4 25 | 56.7% | 24.3% | ||
| Q3 25 | 71.0% | 29.4% | ||
| Q2 25 | 62.7% | 27.1% | ||
| Q1 25 | 53.1% | 29.6% | ||
| Q4 24 | — | 32.8% | ||
| Q3 24 | 61.5% | 29.8% | ||
| Q2 24 | 15.1% | 26.1% | ||
| Q1 24 | 47.5% | 27.7% |
每股收益（稀释后）BAMCNS
| Q4 25 | — | $0.67 | ||
| Q3 25 | — | $0.81 | ||
| Q2 25 | — | $0.72 | ||
| Q1 25 | — | $0.77 | ||
| Q4 24 | — | $0.89 | ||
| Q3 24 | — | $0.77 | ||
| Q2 24 | — | $0.63 | ||
| Q1 24 | — | $0.68 |
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 | $145.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.9B | $562.0M |
| 总资产 | $17.0B | $876.7M |
| 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BAMCNS
| Q4 25 | $1.6B | $145.5M | ||
| Q3 25 | $1.1B | $98.1M | ||
| Q2 25 | $480.0M | $95.4M | ||
| Q1 25 | $332.0M | $65.2M | ||
| Q4 24 | — | $183.0M | ||
| Q3 24 | — | $106.5M | ||
| Q2 24 | $10.0M | $122.0M | ||
| Q1 24 | — | $99.5M |
股东权益BAMCNS
| Q4 25 | $8.9B | $562.0M | ||
| Q3 25 | $8.5B | $550.3M | ||
| Q2 25 | $8.5B | $528.5M | ||
| Q1 25 | $8.5B | $507.7M | ||
| Q4 24 | — | $511.7M | ||
| Q3 24 | $9.0B | $491.0M | ||
| Q2 24 | $3.2B | $463.2M | ||
| Q1 24 | $2.2B | $378.9M |
总资产BAMCNS
| Q4 25 | $17.0B | $876.7M | ||
| Q3 25 | $16.5B | $801.6M | ||
| Q2 25 | $16.1B | $751.0M | ||
| Q1 25 | $15.0B | $834.9M | ||
| Q4 24 | — | $812.4M | ||
| Q3 24 | — | $727.8M | ||
| Q2 24 | $4.2B | $784.1M | ||
| Q1 24 | — | $680.7M |
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 | $-120.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-126.4M |
| 自由现金流率自由现金流/营收 | — | -87.9% |
| 资本支出强度资本支出/营收 | — | 4.2% |
| 现金转化率经营现金流/净利润 | 0.91× | -3.45× |
| 过去12个月自由现金流最近4个季度 | — | $-253.6M |
8季度趋势，按日历期对齐
经营现金流BAMCNS
| Q4 25 | $562.0M | $-120.4M | ||
| Q3 25 | $745.0M | $55.1M | ||
| Q2 25 | $529.0M | $-67.6M | ||
| Q1 25 | $265.0M | $-108.9M | ||
| Q4 24 | — | $96.7M | ||
| Q3 24 | $567.0M | $25.6M | ||
| Q2 24 | $159.0M | $31.4M | ||
| Q1 24 | $516.0M | $4.9M |
自由现金流BAMCNS
| Q4 25 | — | $-126.4M | ||
| Q3 25 | — | $52.6M | ||
| Q2 25 | — | $-69.8M | ||
| Q1 25 | — | $-110.0M | ||
| Q4 24 | — | $85.0M | ||
| Q3 24 | — | $24.2M | ||
| Q2 24 | — | $27.1M | ||
| Q1 24 | — | $537.0K |
自由现金流率BAMCNS
| Q4 25 | — | -87.9% | ||
| Q3 25 | — | 37.1% | ||
| Q2 25 | — | -51.3% | ||
| Q1 25 | — | -81.8% | ||
| Q4 24 | — | 60.8% | ||
| Q3 24 | — | 18.2% | ||
| Q2 24 | — | 22.3% | ||
| Q1 24 | — | 0.4% |
资本支出强度BAMCNS
| Q4 25 | — | 4.2% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 8.3% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 3.5% | ||
| Q1 24 | — | 3.5% |
现金转化率BAMCNS
| Q4 25 | 0.91× | -3.45× | ||
| Q3 25 | 1.08× | 1.32× | ||
| Q2 25 | 0.91× | -1.84× | ||
| Q1 25 | 0.52× | -2.74× | ||
| Q4 24 | — | 2.11× | ||
| Q3 24 | 1.06× | 0.65× | ||
| Q2 24 | 1.28× | 0.99× | ||
| Q1 24 | 1.38× | 0.14× |
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% |
CNS
暂无分部数据
