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布鲁克菲尔德资产管理（BAM）与Compass, Inc.（COMP）财务数据对比。点击上方公司名可切换其他公司
Compass, Inc.的季度营收约是布鲁克菲尔德资产管理的1.6倍（$1.7B vs $1.1B），布鲁克菲尔德资产管理净利率更高（56.7% vs -2.5%，领先59.2%）
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。
Compass, Inc.是美国主营住宅房产经纪业务的企业，其平台旗下有约3.3万名经纪人，大多为独立合同工，运营Compass、21世纪不动产、科威国际不动产、苏富比国际地产、佳士得国际地产等多个知名房产经纪品牌。
BAM vs COMP — 直观对比
营收规模更大
COMP
是对方的1.6倍
$1.1B
净利率更高
BAM
高出59.2%
-2.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.7B |
| 净利润 | $615.0M | $-42.6M |
| 毛利率 | — | — |
| 营业利润率 | 84.2% | -2.5% |
| 净利率 | 56.7% | -2.5% |
| 营收同比 | — | 23.1% |
| 净利润同比 | — | -5.2% |
| 每股收益（稀释后） | — | $-0.07 |
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BAMCOMP
| Q4 25 | $1.1B | $1.7B | ||
| Q3 25 | $974.0M | $1.8B | ||
| Q2 25 | $931.0M | $2.1B | ||
| Q1 25 | $954.0M | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | $873.0M | $1.5B | ||
| Q2 24 | $821.0M | $1.7B | ||
| Q1 24 | $786.0M | $1.1B |
净利润BAMCOMP
| Q4 25 | $615.0M | $-42.6M | ||
| Q3 25 | $692.0M | $-4.6M | ||
| Q2 25 | $584.0M | $39.4M | ||
| Q1 25 | $507.0M | $-50.7M | ||
| Q4 24 | — | $-40.5M | ||
| Q3 24 | $537.0M | $-1.7M | ||
| Q2 24 | $124.0M | $20.7M | ||
| Q1 24 | $373.0M | $-132.9M |
营业利润率BAMCOMP
| Q4 25 | 84.2% | -2.5% | ||
| Q3 25 | 79.1% | -0.4% | ||
| Q2 25 | 70.8% | 1.9% | ||
| Q1 25 | 61.0% | -4.0% | ||
| Q4 24 | — | -2.9% | ||
| Q3 24 | 72.5% | -0.2% | ||
| Q2 24 | 80.4% | 1.3% | ||
| Q1 24 | 56.5% | -12.5% |
净利率BAMCOMP
| Q4 25 | 56.7% | -2.5% | ||
| Q3 25 | 71.0% | -0.2% | ||
| Q2 25 | 62.7% | 1.9% | ||
| Q1 25 | 53.1% | -3.7% | ||
| Q4 24 | — | -2.9% | ||
| Q3 24 | 61.5% | -0.1% | ||
| Q2 24 | 15.1% | 1.2% | ||
| Q1 24 | 47.5% | -12.6% |
每股收益（稀释后）BAMCOMP
| Q4 25 | — | $-0.07 | ||
| Q3 25 | — | $-0.01 | ||
| Q2 25 | — | $0.07 | ||
| Q1 25 | — | $-0.09 | ||
| Q4 24 | — | $-0.08 | ||
| Q3 24 | — | $0.00 | ||
| Q2 24 | — | $0.04 | ||
| Q1 24 | — | $-0.27 |
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 | $199.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.9B | $782.0M |
| 总资产 | $17.0B | $1.5B |
| 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BAMCOMP
| Q4 25 | $1.6B | $199.0M | ||
| Q3 25 | $1.1B | $170.3M | ||
| Q2 25 | $480.0M | $177.3M | ||
| Q1 25 | $332.0M | $127.0M | ||
| Q4 24 | — | $223.8M | ||
| Q3 24 | — | $211.2M | ||
| Q2 24 | $10.0M | $185.8M | ||
| Q1 24 | — | $165.9M |
股东权益BAMCOMP
| Q4 25 | $8.9B | $782.0M | ||
| Q3 25 | $8.5B | $773.3M | ||
| Q2 25 | $8.5B | $719.9M | ||
| Q1 25 | $8.5B | $635.0M | ||
| Q4 24 | — | $409.4M | ||
| Q3 24 | $9.0B | $428.0M | ||
| Q2 24 | $3.2B | $398.4M | ||
| Q1 24 | $2.2B | $330.3M |
总资产BAMCOMP
| Q4 25 | $17.0B | $1.5B | ||
| Q3 25 | $16.5B | $1.6B | ||
| Q2 25 | $16.1B | $1.6B | ||
| Q1 25 | $15.0B | $1.5B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $4.2B | $1.2B | ||
| Q1 24 | — | $1.1B |
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 | $45.3M |
| 自由现金流经营现金流 - 资本支出 | — | $42.2M |
| 自由现金流率自由现金流/营收 | — | 2.5% |
| 资本支出强度资本支出/营收 | — | 0.2% |
| 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 | — | $203.3M |
8季度趋势，按日历期对齐
经营现金流BAMCOMP
| Q4 25 | $562.0M | $45.3M | ||
| Q3 25 | $745.0M | $75.5M | ||
| Q2 25 | $529.0M | $72.8M | ||
| Q1 25 | $265.0M | $23.1M | ||
| Q4 24 | — | $30.5M | ||
| Q3 24 | $567.0M | $37.4M | ||
| Q2 24 | $159.0M | $45.0M | ||
| Q1 24 | $516.0M | $8.6M |
自由现金流BAMCOMP
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $73.6M | ||
| Q2 25 | — | $68.0M | ||
| Q1 25 | — | $19.5M | ||
| Q4 24 | — | $26.7M | ||
| Q3 24 | — | $32.8M | ||
| Q2 24 | — | $40.4M | ||
| Q1 24 | — | $5.9M |
自由现金流率BAMCOMP
| Q4 25 | — | 2.5% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | 2.4% | ||
| Q1 24 | — | 0.6% |
资本支出强度BAMCOMP
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | 0.3% |
现金转化率BAMCOMP
| Q4 25 | 0.91× | — | ||
| Q3 25 | 1.08× | — | ||
| Q2 25 | 0.91× | 1.85× | ||
| Q1 25 | 0.52× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.06× | — | ||
| Q2 24 | 1.28× | 2.17× | ||
| Q1 24 | 1.38× | — |
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% |
COMP
暂无分部数据
