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布鲁克菲尔德资产管理（BAM）与Copart（CPRT）财务数据对比。点击上方公司名可切换其他公司
Copart的季度营收约是布鲁克菲尔德资产管理的1.1倍（$1.2B vs $1.1B），布鲁克菲尔德资产管理净利率更高（56.7% vs 35.0%，领先21.7%）
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。
Copart是一家跨国在线车辆拍卖及再营销服务提供商，服务保险、租车、车队、金融公司等各类汽车经销商，业务覆盖美国、加拿大、英国、德国等11个国家。总部位于美国得克萨斯州达拉斯，拥有200多处实体网点，运营总面积超1万英亩的车辆存放场地。
BAM vs CPRT — 直观对比
营收规模更大
CPRT
是对方的1.1倍
$1.1B
净利率更高
BAM
高出21.7%
35.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.2B |
| 净利润 | $615.0M | $403.7M |
| 毛利率 | — | — |
| 营业利润率 | 84.2% | 37.3% |
| 净利率 | 56.7% | 35.0% |
| 营收同比 | — | 0.7% |
| 净利润同比 | — | 11.5% |
| 每股收益（稀释后） | — | $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BAMCPRT
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $974.0M | $1.1B | ||
| Q2 25 | $931.0M | $1.2B | ||
| Q1 25 | $954.0M | $1.2B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $873.0M | $1.1B | ||
| Q2 24 | $821.0M | $1.1B | ||
| Q1 24 | $786.0M | $1.0B |
净利润BAMCPRT
| Q4 25 | $615.0M | $403.7M | ||
| Q3 25 | $692.0M | $396.4M | ||
| Q2 25 | $584.0M | $406.6M | ||
| Q1 25 | $507.0M | $387.4M | ||
| Q4 24 | — | $362.1M | ||
| Q3 24 | $537.0M | $322.6M | ||
| Q2 24 | $124.0M | $382.3M | ||
| Q1 24 | $373.0M | $325.6M |
营业利润率BAMCPRT
| Q4 25 | 84.2% | 37.3% | ||
| Q3 25 | 79.1% | 36.7% | ||
| Q2 25 | 70.8% | 37.3% | ||
| Q1 25 | 61.0% | 36.6% | ||
| Q4 24 | — | 35.4% | ||
| Q3 24 | 72.5% | 33.6% | ||
| Q2 24 | 80.4% | 38.8% | ||
| Q1 24 | 56.5% | 37.2% |
净利率BAMCPRT
| Q4 25 | 56.7% | 35.0% | ||
| Q3 25 | 71.0% | 35.2% | ||
| Q2 25 | 62.7% | 33.6% | ||
| Q1 25 | 53.1% | 33.3% | ||
| Q4 24 | — | 31.6% | ||
| Q3 24 | 61.5% | 30.2% | ||
| Q2 24 | 15.1% | 33.9% | ||
| Q1 24 | 47.5% | 31.9% |
每股收益（稀释后）BAMCPRT
| Q4 25 | — | $0.41 | ||
| Q3 25 | — | $0.40 | ||
| Q2 25 | — | $0.42 | ||
| Q1 25 | — | $0.40 | ||
| Q4 24 | — | $0.37 | ||
| Q3 24 | — | $0.34 | ||
| Q2 24 | — | $0.39 | ||
| Q1 24 | — | $0.33 |
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 | — | — |
| 股东权益账面价值 | $8.9B | $9.6B |
| 总资产 | $17.0B | $10.6B |
| 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BAMCPRT
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $480.0M | — | ||
| Q1 25 | $332.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $10.0M | — | ||
| Q1 24 | — | — |
总债务BAMCPRT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $427.0K | ||
| Q1 24 | — | $453.0K |
股东权益BAMCPRT
| Q4 25 | $8.9B | $9.6B | ||
| Q3 25 | $8.5B | $9.2B | ||
| Q2 25 | $8.5B | $8.8B | ||
| Q1 25 | $8.5B | $8.3B | ||
| Q4 24 | — | $7.9B | ||
| Q3 24 | $9.0B | $7.5B | ||
| Q2 24 | $3.2B | $7.2B | ||
| Q1 24 | $2.2B | $6.8B |
总资产BAMCPRT
| Q4 25 | $17.0B | $10.6B | ||
| Q3 25 | $16.5B | $10.1B | ||
| Q2 25 | $16.1B | $9.7B | ||
| Q1 25 | $15.0B | $9.2B | ||
| Q4 24 | — | $8.9B | ||
| Q3 24 | — | $8.4B | ||
| Q2 24 | $4.2B | $8.0B | ||
| Q1 24 | — | $7.6B |
负债/权益比BAMCPRT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $535.3M |
| 自由现金流经营现金流 - 资本支出 | — | $427.2M |
| 自由现金流率自由现金流/营收 | — | 37.0% |
| 资本支出强度资本支出/营收 | — | 9.4% |
| 现金转化率经营现金流/净利润 | 0.91× | 1.33× |
| 过去12个月自由现金流最近4个季度 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流BAMCPRT
| Q4 25 | $562.0M | $535.3M | ||
| Q3 25 | $745.0M | $438.5M | ||
| Q2 25 | $529.0M | $700.9M | ||
| Q1 25 | $265.0M | $178.1M | ||
| Q4 24 | — | $482.3M | ||
| Q3 24 | $567.0M | $439.2M | ||
| Q2 24 | $159.0M | $496.3M | ||
| Q1 24 | $516.0M | $161.8M |
自由现金流BAMCPRT
| Q4 25 | — | $427.2M | ||
| Q3 25 | — | $350.8M | ||
| Q2 25 | — | $572.9M | ||
| Q1 25 | — | $61.5M | ||
| Q4 24 | — | $245.5M | ||
| Q3 24 | — | $301.3M | ||
| Q2 24 | — | $408.5M | ||
| Q1 24 | — | $38.8M |
自由现金流率BAMCPRT
| Q4 25 | — | 37.0% | ||
| Q3 25 | — | 31.2% | ||
| Q2 25 | — | 47.3% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 21.4% | ||
| Q3 24 | — | 28.2% | ||
| Q2 24 | — | 36.2% | ||
| Q1 24 | — | 3.8% |
资本支出强度BAMCPRT
| Q4 25 | — | 9.4% | ||
| Q3 25 | — | 7.8% | ||
| Q2 25 | — | 10.6% | ||
| Q1 25 | — | 10.0% | ||
| Q4 24 | — | 20.6% | ||
| Q3 24 | — | 12.9% | ||
| Q2 24 | — | 7.8% | ||
| Q1 24 | — | 12.1% |
现金转化率BAMCPRT
| Q4 25 | 0.91× | 1.33× | ||
| Q3 25 | 1.08× | 1.11× | ||
| Q2 25 | 0.91× | 1.72× | ||
| Q1 25 | 0.52× | 0.46× | ||
| Q4 24 | — | 1.33× | ||
| Q3 24 | 1.06× | 1.36× | ||
| Q2 24 | 1.28× | 1.30× | ||
| Q1 24 | 1.38× | 0.50× |
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% |
CPRT
| Services | $952.1M | 82% |
| Other | $203.0M | 18% |
