vs
布鲁克菲尔德资产管理（BAM）与Datadog（DDOG）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Datadog的1.1倍（$1.1B vs $953.2M），布鲁克菲尔德资产管理净利率更高（56.7% vs 4.9%，领先51.8%）
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。
Datadog是一家美国企业，为云级应用提供可观测性服务，旗下SaaS数据分析平台可实现对服务器、数据库、各类工具及服务的统一监控。公司成立并总部位于纽约，目前在纳斯达克证券交易所公开上市。
BAM vs DDOG — 直观对比
营收规模更大
BAM
是对方的1.1倍
$953.2M
净利率更高
BAM
高出51.8%
4.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $953.2M |
| 净利润 | $615.0M | $46.6M |
| 毛利率 | — | 80.4% |
| 营业利润率 | 84.2% | 1.0% |
| 净利率 | 56.7% | 4.9% |
| 营收同比 | — | 29.2% |
| 净利润同比 | — | 2.1% |
| 每股收益（稀释后） | — | $0.13 |
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BAMDDOG
| Q4 25 | $1.1B | $953.2M | ||
| Q3 25 | $974.0M | $885.7M | ||
| Q2 25 | $931.0M | $826.8M | ||
| Q1 25 | $954.0M | $761.6M | ||
| Q4 24 | — | $737.7M | ||
| Q3 24 | $873.0M | $690.0M | ||
| Q2 24 | $821.0M | $645.3M | ||
| Q1 24 | $786.0M | $611.3M |
净利润BAMDDOG
| Q4 25 | $615.0M | $46.6M | ||
| Q3 25 | $692.0M | $33.9M | ||
| Q2 25 | $584.0M | $2.6M | ||
| Q1 25 | $507.0M | $24.6M | ||
| Q4 24 | — | $45.6M | ||
| Q3 24 | $537.0M | $51.7M | ||
| Q2 24 | $124.0M | $43.8M | ||
| Q1 24 | $373.0M | $42.6M |
毛利率BAMDDOG
| Q4 25 | — | 80.4% | ||
| Q3 25 | — | 80.1% | ||
| Q2 25 | — | 79.9% | ||
| Q1 25 | — | 79.3% | ||
| Q4 24 | — | 80.5% | ||
| Q3 24 | — | 80.0% | ||
| Q2 24 | — | 80.9% | ||
| Q1 24 | — | 82.0% |
营业利润率BAMDDOG
| Q4 25 | 84.2% | 1.0% | ||
| Q3 25 | 79.1% | -0.7% | ||
| Q2 25 | 70.8% | -4.3% | ||
| Q1 25 | 61.0% | -1.6% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | 72.5% | 2.9% | ||
| Q2 24 | 80.4% | 2.0% | ||
| Q1 24 | 56.5% | 2.0% |
净利率BAMDDOG
| Q4 25 | 56.7% | 4.9% | ||
| Q3 25 | 71.0% | 3.8% | ||
| Q2 25 | 62.7% | 0.3% | ||
| Q1 25 | 53.1% | 3.2% | ||
| Q4 24 | — | 6.2% | ||
| Q3 24 | 61.5% | 7.5% | ||
| Q2 24 | 15.1% | 6.8% | ||
| Q1 24 | 47.5% | 7.0% |
每股收益（稀释后）BAMDDOG
| Q4 25 | — | $0.13 | ||
| Q3 25 | — | $0.10 | ||
| Q2 25 | — | $0.01 | ||
| Q1 25 | — | $0.07 | ||
| Q4 24 | — | $0.14 | ||
| Q3 24 | — | $0.14 | ||
| Q2 24 | — | $0.12 | ||
| Q1 24 | — | $0.12 |
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 | $401.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.9B | $3.7B |
| 总资产 | $17.0B | $6.6B |
| 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BAMDDOG
| Q4 25 | $1.6B | $401.3M | ||
| Q3 25 | $1.1B | $540.6M | ||
| Q2 25 | $480.0M | $489.0M | ||
| Q1 25 | $332.0M | $1.1B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $337.4M | ||
| Q2 24 | $10.0M | $411.0M | ||
| Q1 24 | — | $282.2M |
股东权益BAMDDOG
| Q4 25 | $8.9B | $3.7B | ||
| Q3 25 | $8.5B | $3.4B | ||
| Q2 25 | $8.5B | $3.2B | ||
| Q1 25 | $8.5B | $2.9B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | $9.0B | $2.6B | ||
| Q2 24 | $3.2B | $2.4B | ||
| Q1 24 | $2.2B | $2.2B |
总资产BAMDDOG
| Q4 25 | $17.0B | $6.6B | ||
| Q3 25 | $16.5B | $6.1B | ||
| Q2 25 | $16.1B | $5.8B | ||
| Q1 25 | $15.0B | $6.0B | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | $4.2B | $4.4B | ||
| Q1 24 | — | $4.1B |
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 | $327.1M |
| 自由现金流经营现金流 - 资本支出 | — | $318.2M |
| 自由现金流率自由现金流/营收 | — | 33.4% |
| 资本支出强度资本支出/营收 | — | 0.9% |
| 现金转化率经营现金流/净利润 | 0.91× | 7.02× |
| 过去12个月自由现金流最近4个季度 | — | $1.0B |
8季度趋势，按日历期对齐
经营现金流BAMDDOG
| Q4 25 | $562.0M | $327.1M | ||
| Q3 25 | $745.0M | $251.5M | ||
| Q2 25 | $529.0M | $200.1M | ||
| Q1 25 | $265.0M | $271.5M | ||
| Q4 24 | — | $265.2M | ||
| Q3 24 | $567.0M | $228.7M | ||
| Q2 24 | $159.0M | $164.4M | ||
| Q1 24 | $516.0M | $212.3M |
自由现金流BAMDDOG
| Q4 25 | — | $318.2M | ||
| Q3 25 | — | $234.7M | ||
| Q2 25 | — | $184.9M | ||
| Q1 25 | — | $262.8M | ||
| Q4 24 | — | $257.5M | ||
| Q3 24 | — | $220.3M | ||
| Q2 24 | — | $160.0M | ||
| Q1 24 | — | $198.1M |
自由现金流率BAMDDOG
| Q4 25 | — | 33.4% | ||
| Q3 25 | — | 26.5% | ||
| Q2 25 | — | 22.4% | ||
| Q1 25 | — | 34.5% | ||
| Q4 24 | — | 34.9% | ||
| Q3 24 | — | 31.9% | ||
| Q2 24 | — | 24.8% | ||
| Q1 24 | — | 32.4% |
资本支出强度BAMDDOG
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 0.7% | ||
| Q1 24 | — | 2.3% |
现金转化率BAMDDOG
| Q4 25 | 0.91× | 7.02× | ||
| Q3 25 | 1.08× | 7.42× | ||
| Q2 25 | 0.91× | 75.58× | ||
| Q1 25 | 0.52× | 11.02× | ||
| Q4 24 | — | 5.82× | ||
| Q3 24 | 1.06× | 4.42× | ||
| Q2 24 | 1.28× | 3.75× | ||
| Q1 24 | 1.38× | 4.98× |
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% |
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
