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布鲁克菲尔德资产管理（BAM）与味好美（MKC）财务数据对比。点击上方公司名可切换其他公司
味好美的季度营收约是布鲁克菲尔德资产管理的1.7倍（$1.9B vs $1.1B），布鲁克菲尔德资产管理净利率更高（56.7% vs 12.2%，领先44.4%）
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。
味好美是美国知名食品企业，专业生产、营销并配送香辛料、复合调味料、调味酱及各类风味产品，客户覆盖零售终端、食品生产商及餐饮服务企业，是全球领先的风味产品供应商。
BAM vs MKC — 直观对比
营收规模更大
MKC
是对方的1.7倍
$1.1B
净利率更高
BAM
高出44.4%
12.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.9B |
| 净利润 | $615.0M | $226.6M |
| 毛利率 | — | 38.9% |
| 营业利润率 | 84.2% | 16.8% |
| 净利率 | 56.7% | 12.2% |
| 营收同比 | — | 2.9% |
| 净利润同比 | — | 5.3% |
| 每股收益（稀释后） | — | $0.84 |
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BAMMKC
| Q4 25 | $1.1B | $1.9B | ||
| Q3 25 | $974.0M | $1.7B | ||
| Q2 25 | $931.0M | $1.7B | ||
| Q1 25 | $954.0M | $1.6B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | $873.0M | $1.7B | ||
| Q2 24 | $821.0M | $1.6B | ||
| Q1 24 | $786.0M | $1.6B |
净利润BAMMKC
| Q4 25 | $615.0M | $226.6M | ||
| Q3 25 | $692.0M | $225.5M | ||
| Q2 25 | $584.0M | $175.0M | ||
| Q1 25 | $507.0M | $162.3M | ||
| Q4 24 | — | $215.2M | ||
| Q3 24 | $537.0M | $223.1M | ||
| Q2 24 | $124.0M | $184.2M | ||
| Q1 24 | $373.0M | $166.0M |
毛利率BAMMKC
| Q4 25 | — | 38.9% | ||
| Q3 25 | — | 37.4% | ||
| Q2 25 | — | 37.5% | ||
| Q1 25 | — | 37.6% | ||
| Q4 24 | — | 40.2% | ||
| Q3 24 | — | 38.7% | ||
| Q2 24 | — | 37.7% | ||
| Q1 24 | — | 37.4% |
营业利润率BAMMKC
| Q4 25 | 84.2% | 16.8% | ||
| Q3 25 | 79.1% | 16.7% | ||
| Q2 25 | 70.8% | 14.8% | ||
| Q1 25 | 61.0% | 14.0% | ||
| Q4 24 | — | 17.0% | ||
| Q3 24 | 72.5% | 17.1% | ||
| Q2 24 | 80.4% | 14.2% | ||
| Q1 24 | 56.5% | 14.6% |
净利率BAMMKC
| Q4 25 | 56.7% | 12.2% | ||
| Q3 25 | 71.0% | 13.1% | ||
| Q2 25 | 62.7% | 10.5% | ||
| Q1 25 | 53.1% | 10.1% | ||
| Q4 24 | — | 12.0% | ||
| Q3 24 | 61.5% | 13.3% | ||
| Q2 24 | 15.1% | 11.2% | ||
| Q1 24 | 47.5% | 10.4% |
每股收益（稀释后）BAMMKC
| Q4 25 | — | $0.84 | ||
| Q3 25 | — | $0.84 | ||
| Q2 25 | — | $0.65 | ||
| Q1 25 | — | $0.60 | ||
| Q4 24 | — | $0.79 | ||
| Q3 24 | — | $0.83 | ||
| Q2 24 | — | $0.68 | ||
| Q1 24 | — | $0.62 |
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 | $95.9M |
| 总债务越低越好 | — | $3.6B |
| 股东权益账面价值 | $8.9B | $5.7B |
| 总资产 | $17.0B | $13.2B |
| 负债/权益比越低杠杆越低 | — | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资BAMMKC
| Q4 25 | $1.6B | $95.9M | ||
| Q3 25 | $1.1B | $94.9M | ||
| Q2 25 | $480.0M | $124.1M | ||
| Q1 25 | $332.0M | $102.8M | ||
| Q4 24 | — | $186.1M | ||
| Q3 24 | — | $200.8M | ||
| Q2 24 | $10.0M | $166.3M | ||
| Q1 24 | — | $178.0M |
总债务BAMMKC
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.9B | ||
| Q2 25 | — | $3.9B | ||
| Q1 25 | — | $3.9B | ||
| Q4 24 | — | $3.9B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $4.1B | ||
| Q1 24 | — | $4.1B |
股东权益BAMMKC
| Q4 25 | $8.9B | $5.7B | ||
| Q3 25 | $8.5B | $5.8B | ||
| Q2 25 | $8.5B | $5.6B | ||
| Q1 25 | $8.5B | $5.4B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | $9.0B | $5.4B | ||
| Q2 24 | $3.2B | $5.3B | ||
| Q1 24 | $2.2B | $5.2B |
总资产BAMMKC
| Q4 25 | $17.0B | $13.2B | ||
| Q3 25 | $16.5B | $13.2B | ||
| Q2 25 | $16.1B | $13.2B | ||
| Q1 25 | $15.0B | $12.9B | ||
| Q4 24 | — | $13.1B | ||
| Q3 24 | — | $13.2B | ||
| Q2 24 | $4.2B | $13.0B | ||
| Q1 24 | — | $12.9B |
负债/权益比BAMMKC
| Q4 25 | — | 0.63× | ||
| Q3 25 | — | 0.67× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | — | 0.77× | ||
| Q1 24 | — | 0.79× |
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 | $542.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 0.91× | 2.39× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BAMMKC
| Q4 25 | $562.0M | $542.0M | ||
| Q3 25 | $745.0M | $258.8M | ||
| Q2 25 | $529.0M | $45.9M | ||
| Q1 25 | $265.0M | $115.5M | ||
| Q4 24 | — | $458.7M | ||
| Q3 24 | $567.0M | $161.7M | ||
| Q2 24 | $159.0M | $163.1M | ||
| Q1 24 | $516.0M | $138.4M |
自由现金流BAMMKC
| Q4 25 | — | — | ||
| Q3 25 | — | $206.1M | ||
| Q2 25 | — | $-2.4M | ||
| Q1 25 | — | $78.4M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $102.7M | ||
| Q2 24 | — | $94.8M | ||
| Q1 24 | — | $76.4M |
自由现金流率BAMMKC
| Q4 25 | — | — | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | — | -0.1% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 6.1% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | 4.8% |
资本支出强度BAMMKC
| Q4 25 | — | — | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.5% | ||
| Q2 24 | — | 4.2% | ||
| Q1 24 | — | 3.9% |
现金转化率BAMMKC
| Q4 25 | 0.91× | 2.39× | ||
| Q3 25 | 1.08× | 1.15× | ||
| Q2 25 | 0.91× | 0.26× | ||
| Q1 25 | 0.52× | 0.71× | ||
| Q4 24 | — | 2.13× | ||
| Q3 24 | 1.06× | 0.72× | ||
| Q2 24 | 1.28× | 0.89× | ||
| Q1 24 | 1.38× | 0.83× |
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% |
MKC
| Consumer | $1.1B | 61% |
| Flavor Solutions | $723.1M | 39% |
