vs
布鲁克菲尔德资产管理（BAM）与DigitalBridge Group, Inc.（DBRG）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DigitalBridge Group, Inc.的10.3倍（$1.1B vs $105.7M），DigitalBridge Group, Inc.净利率更高（61.5% vs 56.7%，领先4.8%）
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。
DigitalBridge Group（DBRG）是全球领先的数字基础设施投资企业，核心业务覆盖通信基站、数据中心、光纤网络、小基站及边缘算力设施的投资、持有与运营。公司总部位于美国博卡拉顿，在洛杉矶、纽约、丹佛、伦敦、新加坡多地设有办公点，截至2025年6月，旗下管理资产规模达1060亿美元。
BAM vs DBRG — 直观对比
营收规模更大
BAM
是对方的10.3倍
$105.7M
净利率更高
DBRG
高出4.8%
56.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $105.7M |
| 净利润 | $615.0M | $65.1M |
| 毛利率 | — | — |
| 营业利润率 | 84.2% | — |
| 净利率 | 56.7% | 61.5% |
| 营收同比 | — | 4.1% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | — | $0.28 |
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BAMDBRG
| Q4 25 | $1.1B | $105.7M | ||
| Q3 25 | $974.0M | $93.3M | ||
| Q2 25 | $931.0M | $85.3M | ||
| Q1 25 | $954.0M | $90.1M | ||
| Q4 24 | — | $101.6M | ||
| Q3 24 | $873.0M | $76.6M | ||
| Q2 24 | $821.0M | $390.3M | ||
| Q1 24 | $786.0M | $74.4M |
净利润BAMDBRG
| Q4 25 | $615.0M | $65.1M | ||
| Q3 25 | $692.0M | $31.4M | ||
| Q2 25 | $584.0M | $31.6M | ||
| Q1 25 | $507.0M | $13.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | $537.0M | $13.8M | ||
| Q2 24 | $124.0M | $91.4M | ||
| Q1 24 | $373.0M | $-29.6M |
营业利润率BAMDBRG
| Q4 25 | 84.2% | — | ||
| Q3 25 | 79.1% | -13.9% | ||
| Q2 25 | 70.8% | -31.2% | ||
| Q1 25 | 61.0% | -11.5% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | 72.5% | 62.4% | ||
| Q2 24 | 80.4% | 33.5% | ||
| Q1 24 | 56.5% | -20.7% |
净利率BAMDBRG
| Q4 25 | 56.7% | 61.5% | ||
| Q3 25 | 71.0% | 33.7% | ||
| Q2 25 | 62.7% | 37.1% | ||
| Q1 25 | 53.1% | 15.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | 61.5% | 18.0% | ||
| Q2 24 | 15.1% | 23.4% | ||
| Q1 24 | 47.5% | -39.8% |
每股收益（稀释后）BAMDBRG
| Q4 25 | — | $0.28 | ||
| Q3 25 | — | $0.09 | ||
| Q2 25 | — | $0.10 | ||
| Q1 25 | — | $-0.01 | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-0.01 | ||
| Q2 24 | — | $0.44 | ||
| Q1 24 | — | $-0.28 |
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 | $382.5M |
| 总债务越低越好 | — | $298.8M |
| 股东权益账面价值 | $8.9B | $2.1B |
| 总资产 | $17.0B | $3.4B |
| 负债/权益比越低杠杆越低 | — | 0.14× |
8季度趋势，按日历期对齐
现金及短期投资BAMDBRG
| Q4 25 | $1.6B | $382.5M | ||
| Q3 25 | $1.1B | $358.4M | ||
| Q2 25 | $480.0M | $340.7M | ||
| Q1 25 | $332.0M | $349.9M | ||
| Q4 24 | — | $302.2M | ||
| Q3 24 | — | $294.4M | ||
| Q2 24 | $10.0M | $261.2M | ||
| Q1 24 | — | $247.4M |
总债务BAMDBRG
| Q4 25 | — | $298.8M | ||
| Q3 25 | — | $327.9M | ||
| Q2 25 | — | $298.0M | ||
| Q1 25 | — | $296.9M | ||
| Q4 24 | — | $296.4M | ||
| Q3 24 | — | $295.8M | ||
| Q2 24 | — | $295.3M | ||
| Q1 24 | — | $366.5M |
股东权益BAMDBRG
| Q4 25 | $8.9B | $2.1B | ||
| Q3 25 | $8.5B | $2.1B | ||
| Q2 25 | $8.5B | $2.0B | ||
| Q1 25 | $8.5B | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | $9.0B | $2.0B | ||
| Q2 24 | $3.2B | $2.0B | ||
| Q1 24 | $2.2B | $1.8B |
总资产BAMDBRG
| Q4 25 | $17.0B | $3.4B | ||
| Q3 25 | $16.5B | $3.5B | ||
| Q2 25 | $16.1B | $3.4B | ||
| Q1 25 | $15.0B | $3.4B | ||
| Q4 24 | — | $3.5B | ||
| Q3 24 | — | $3.5B | ||
| Q2 24 | $4.2B | $3.5B | ||
| Q1 24 | — | $3.5B |
负债/权益比BAMDBRG
| Q4 25 | — | 0.14× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | 0.20× |
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 | $259.3M |
| 自由现金流经营现金流 - 资本支出 | — | $258.0M |
| 自由现金流率自由现金流/营收 | — | 244.0% |
| 资本支出强度资本支出/营收 | — | 1.3% |
| 现金转化率经营现金流/净利润 | 0.91× | 3.99× |
| 过去12个月自由现金流最近4个季度 | — | $440.5M |
8季度趋势，按日历期对齐
经营现金流BAMDBRG
| Q4 25 | $562.0M | $259.3M | ||
| Q3 25 | $745.0M | $56.5M | ||
| Q2 25 | $529.0M | $77.0M | ||
| Q1 25 | $265.0M | $50.3M | ||
| Q4 24 | — | $60.1M | ||
| Q3 24 | $567.0M | $35.9M | ||
| Q2 24 | $159.0M | $22.5M | ||
| Q1 24 | $516.0M | $-27.0M |
自由现金流BAMDBRG
| Q4 25 | — | $258.0M | ||
| Q3 25 | — | $56.1M | ||
| Q2 25 | — | $76.4M | ||
| Q1 25 | — | $50.0M | ||
| Q4 24 | — | $56.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $22.3M | ||
| Q1 24 | — | $-30.1M |
自由现金流率BAMDBRG
| Q4 25 | — | 244.0% | ||
| Q3 25 | — | 60.2% | ||
| Q2 25 | — | 89.5% | ||
| Q1 25 | — | 55.5% | ||
| Q4 24 | — | 55.7% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 5.7% | ||
| Q1 24 | — | -40.4% |
资本支出强度BAMDBRG
| Q4 25 | — | 1.3% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 4.1% |
现金转化率BAMDBRG
| Q4 25 | 0.91× | 3.99× | ||
| Q3 25 | 1.08× | 1.80× | ||
| Q2 25 | 0.91× | 2.43× | ||
| Q1 25 | 0.52× | 3.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.06× | 2.61× | ||
| Q2 24 | 1.28× | 0.25× | ||
| 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% |
DBRG
暂无分部数据
