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布鲁克菲尔德资产管理(BAM)与Evercore Inc.(EVR)财务数据对比。点击上方公司名可切换其他公司
Evercore Inc.的季度营收约是布鲁克菲尔德资产管理的1.2倍($1.3B vs $1.1B)。布鲁克菲尔德资产管理净利率更高(56.7% vs 15.7%,领先41.0%)
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。
Evercore Inc.(前称Evercore Partners)是1995年由罗杰·奥尔特曼、大卫·奥芬森德、奥斯汀·博伊特纳联合创立的全球独立投资银行咨询机构。成立至今,公司已为总规模超4.7万亿美元的并购、重组交易提供专业咨询服务,在全球投行业务领域拥有较高声誉。
BAM vs EVR — 直观对比
营收规模更大
EVR
是对方的1.2倍
$1.1B
净利率更高
BAM
高出41.0%
15.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $1.3B |
| 净利润 | $615.0M | $204.0M |
| 毛利率 | — | — |
| 营业利润率 | 84.2% | 24.2% |
| 净利率 | 56.7% | 15.7% |
| 营收同比 | — | 32.4% |
| 净利润同比 | — | 45.2% |
| 每股收益(稀释后) | — | $4.80 |
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
BAM
EVR
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $974.0M | $1.0B | ||
| Q2 25 | $931.0M | $838.0M | ||
| Q1 25 | $954.0M | $699.0M | ||
| Q4 24 | — | $979.5M | ||
| Q3 24 | $873.0M | $738.4M | ||
| Q2 24 | $821.0M | $693.4M | ||
| Q1 24 | $786.0M | $585.0M |
净利润
BAM
EVR
| Q4 25 | $615.0M | $204.0M | ||
| Q3 25 | $692.0M | $144.6M | ||
| Q2 25 | $584.0M | $97.2M | ||
| Q1 25 | $507.0M | $146.2M | ||
| Q4 24 | — | $140.4M | ||
| Q3 24 | $537.0M | $78.4M | ||
| Q2 24 | $124.0M | $73.8M | ||
| Q1 24 | $373.0M | $85.7M |
营业利润率
BAM
EVR
| Q4 25 | 84.2% | 24.2% | ||
| Q3 25 | 79.1% | 20.8% | ||
| Q2 25 | 70.8% | 18.0% | ||
| Q1 25 | 61.0% | 16.0% | ||
| Q4 24 | — | 21.8% | ||
| Q3 24 | 72.5% | 16.7% | ||
| Q2 24 | 80.4% | 15.9% | ||
| Q1 24 | 56.5% | 14.8% |
净利率
BAM
EVR
| Q4 25 | 56.7% | 15.7% | ||
| Q3 25 | 71.0% | 13.8% | ||
| Q2 25 | 62.7% | 11.6% | ||
| Q1 25 | 53.1% | 20.9% | ||
| Q4 24 | — | 14.3% | ||
| Q3 24 | 61.5% | 10.6% | ||
| Q2 24 | 15.1% | 10.6% | ||
| Q1 24 | 47.5% | 14.6% |
每股收益(稀释后)
BAM
EVR
| Q4 25 | — | $4.80 | ||
| Q3 25 | — | $3.41 | ||
| Q2 25 | — | $2.36 | ||
| Q1 25 | — | $3.48 | ||
| Q4 24 | — | $3.32 | ||
| Q3 24 | — | $1.86 | ||
| Q2 24 | — | $1.81 | ||
| Q1 24 | — | $2.09 |
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 | $3.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.9B | $2.0B |
| 总资产 | $17.0B | $5.4B |
| 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
BAM
EVR
| Q4 25 | $1.6B | $3.0B | ||
| Q3 25 | $1.1B | $2.4B | ||
| Q2 25 | $480.0M | $1.7B | ||
| Q1 25 | $332.0M | $1.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $10.0M | $1.7B | ||
| Q1 24 | — | $1.4B |
股东权益
BAM
EVR
| Q4 25 | $8.9B | $2.0B | ||
| Q3 25 | $8.5B | $1.8B | ||
| Q2 25 | $8.5B | $1.7B | ||
| Q1 25 | $8.5B | $1.5B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | $9.0B | $1.6B | ||
| Q2 24 | $3.2B | $1.5B | ||
| Q1 24 | $2.2B | $1.4B |
总资产
BAM
EVR
| Q4 25 | $17.0B | $5.4B | ||
| Q3 25 | $16.5B | $4.4B | ||
| Q2 25 | $16.1B | $3.7B | ||
| Q1 25 | $15.0B | $3.3B | ||
| Q4 24 | — | $4.2B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | $4.2B | $3.3B | ||
| Q1 24 | — | $3.0B |
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 | $807.5M |
| 自由现金流经营现金流 - 资本支出 | — | $798.6M |
| 自由现金流率自由现金流/营收 | — | 61.6% |
| 资本支出强度资本支出/营收 | — | 0.7% |
| 现金转化率经营现金流/净利润 | 0.91× | 3.96× |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势,按日历期对齐
经营现金流
BAM
EVR
| Q4 25 | $562.0M | $807.5M | ||
| Q3 25 | $745.0M | $560.9M | ||
| Q2 25 | $529.0M | $437.7M | ||
| Q1 25 | $265.0M | $-549.7M | ||
| Q4 24 | — | $686.4M | ||
| Q3 24 | $567.0M | $234.5M | ||
| Q2 24 | $159.0M | $348.5M | ||
| Q1 24 | $516.0M | $-281.2M |
自由现金流
BAM
EVR
| Q4 25 | — | $798.6M | ||
| Q3 25 | — | $541.5M | ||
| Q2 25 | — | $411.7M | ||
| Q1 25 | — | $-569.3M | ||
| Q4 24 | — | $673.1M | ||
| Q3 24 | — | $226.6M | ||
| Q2 24 | — | $340.7M | ||
| Q1 24 | — | $-282.3M |
自由现金流率
BAM
EVR
| Q4 25 | — | 61.6% | ||
| Q3 25 | — | 51.8% | ||
| Q2 25 | — | 49.1% | ||
| Q1 25 | — | -81.4% | ||
| Q4 24 | — | 68.7% | ||
| Q3 24 | — | 30.7% | ||
| Q2 24 | — | 49.1% | ||
| Q1 24 | — | -48.3% |
资本支出强度
BAM
EVR
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.1% | ||
| Q1 24 | — | 0.2% |
现金转化率
BAM
EVR
| Q4 25 | 0.91× | 3.96× | ||
| Q3 25 | 1.08× | 3.88× | ||
| Q2 25 | 0.91× | 4.50× | ||
| Q1 25 | 0.52× | -3.76× | ||
| Q4 24 | — | 4.89× | ||
| Q3 24 | 1.06× | 2.99× | ||
| Q2 24 | 1.28× | 4.72× | ||
| Q1 24 | 1.38× | -3.28× |
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% |
EVR
| Advisory Fees | $1.1B | 87% |
| Commissions And Related Revenue | $66.5M | 5% |
| Underwriting Fees | $49.5M | 4% |
| Other | $29.6M | 2% |
| Investment Management | $23.2M | 2% |