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布鲁克菲尔德资产管理(BAM)与PINTEREST, INC.(PINS)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PINTEREST, INC.的1.3倍($1.3B vs $1.0B),布鲁克菲尔德资产管理净利率更高(43.8% vs -7.3%,领先51.1%),布鲁克菲尔德资产管理同比增速更快(23.8% vs 17.8%),过去两年布鲁克菲尔德资产管理的营收复合增速更高(30.5% vs 8.6%)
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。
Pinterest是美国社交媒体服务商,主打数字图板形式的信息发布与发现功能,用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立,总部位于旧金山。
BAM vs PINS — 直观对比
营收规模更大
BAM
是对方的1.3倍
$1.0B
营收增速更快
BAM
高出5.9%
17.8%
净利率更高
BAM
高出51.1%
-7.3%
两年增速更快
BAM
近两年复合增速
8.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $1.0B |
| 净利润 | $586.0M | $-73.6M |
| 毛利率 | — | 76.3% |
| 营业利润率 | — | -8.0% |
| 净利率 | 43.8% | -7.3% |
| 营收同比 | 23.8% | 17.8% |
| 净利润同比 | 15.6% | — |
| 每股收益(稀释后) | $0.38 | $-0.12 |
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
PINS
| Q1 26 | $1.3B | $1.0B | ||
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $974.0M | $1.0B | ||
| Q2 25 | $931.0M | $998.2M | ||
| Q1 25 | $954.0M | $855.0M | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $873.0M | $898.4M | ||
| Q2 24 | $821.0M | $853.7M |
净利润
BAM
PINS
| Q1 26 | $586.0M | $-73.6M | ||
| Q4 25 | $615.0M | $277.1M | ||
| Q3 25 | $692.0M | $92.1M | ||
| Q2 25 | $584.0M | $38.8M | ||
| Q1 25 | $507.0M | $8.9M | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | $537.0M | $30.6M | ||
| Q2 24 | $124.0M | $8.9M |
毛利率
BAM
PINS
| Q1 26 | — | 76.3% | ||
| Q4 25 | — | 82.8% | ||
| Q3 25 | — | 79.8% | ||
| Q2 25 | — | 79.7% | ||
| Q1 25 | — | 76.7% | ||
| Q4 24 | — | 82.9% | ||
| Q3 24 | — | 79.1% | ||
| Q2 24 | — | 78.3% |
营业利润率
BAM
PINS
| Q1 26 | — | -8.0% | ||
| Q4 25 | 84.2% | 22.8% | ||
| Q3 25 | 79.1% | 5.6% | ||
| Q2 25 | 70.8% | -0.4% | ||
| Q1 25 | 61.0% | -4.1% | ||
| Q4 24 | — | 22.7% | ||
| Q3 24 | 72.5% | -0.7% | ||
| Q2 24 | 80.4% | -2.5% |
净利率
BAM
PINS
| Q1 26 | 43.8% | -7.3% | ||
| Q4 25 | 56.7% | 21.0% | ||
| Q3 25 | 71.0% | 8.8% | ||
| Q2 25 | 62.7% | 3.9% | ||
| Q1 25 | 53.1% | 1.0% | ||
| Q4 24 | — | 160.1% | ||
| Q3 24 | 61.5% | 3.4% | ||
| Q2 24 | 15.1% | 1.0% |
每股收益(稀释后)
BAM
PINS
| Q1 26 | $0.38 | $-0.12 | ||
| Q4 25 | — | $0.41 | ||
| Q3 25 | — | $0.13 | ||
| Q2 25 | — | $0.06 | ||
| Q1 25 | — | $0.01 | ||
| Q4 24 | — | $2.66 | ||
| Q3 24 | — | $0.04 | ||
| Q2 24 | — | $0.01 |
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 | $1.0M | $378.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.6M | $2.9B |
| 总资产 | $17.9M | $4.6B |
| 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
BAM
PINS
| Q1 26 | $1.0M | $378.1M | ||
| Q4 25 | $1.6B | $969.3M | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $480.0M | $1.2B | ||
| Q1 25 | $332.0M | $1.3B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $10.0M | $1.4B |
股东权益
BAM
PINS
| Q1 26 | $8.6M | $2.9B | ||
| Q4 25 | $8.9B | $4.7B | ||
| Q3 25 | $8.5B | $4.8B | ||
| Q2 25 | $8.5B | $4.8B | ||
| Q1 25 | $8.5B | $4.7B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | $9.0B | $2.9B | ||
| Q2 24 | $3.2B | $3.2B |
总资产
BAM
PINS
| Q1 26 | $17.9M | $4.6B | ||
| Q4 25 | $17.0B | $5.5B | ||
| Q3 25 | $16.5B | $5.5B | ||
| Q2 25 | $16.1B | $5.4B | ||
| Q1 25 | $15.0B | $5.3B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | $3.5B | ||
| Q2 24 | $4.2B | $3.7B |
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 | — | $328.0M |
| 自由现金流经营现金流 - 资本支出 | — | $311.7M |
| 自由现金流率自由现金流/营收 | — | 30.9% |
| 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 | — | — |
| 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
PINS
| Q1 26 | — | $328.0M | ||
| Q4 25 | $562.0M | $391.2M | ||
| Q3 25 | $745.0M | $321.7M | ||
| Q2 25 | $529.0M | $207.7M | ||
| Q1 25 | $265.0M | $363.7M | ||
| Q4 24 | — | $254.0M | ||
| Q3 24 | $567.0M | $248.0M | ||
| Q2 24 | $159.0M | $106.4M |
自由现金流
BAM
PINS
| Q1 26 | — | $311.7M | ||
| Q4 25 | — | $380.4M | ||
| Q3 25 | — | $318.4M | ||
| Q2 25 | — | $196.7M | ||
| Q1 25 | — | $356.4M | ||
| Q4 24 | — | $250.2M | ||
| Q3 24 | — | $244.1M | ||
| Q2 24 | — | $101.6M |
自由现金流率
BAM
PINS
| Q1 26 | — | 30.9% | ||
| Q4 25 | — | 28.8% | ||
| Q3 25 | — | 30.3% | ||
| Q2 25 | — | 19.7% | ||
| Q1 25 | — | 41.7% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | — | 27.2% | ||
| Q2 24 | — | 11.9% |
资本支出强度
BAM
PINS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.6% |
现金转化率
BAM
PINS
| Q1 26 | — | — | ||
| Q4 25 | 0.91× | 1.41× | ||
| Q3 25 | 1.08× | 3.49× | ||
| Q2 25 | 0.91× | 5.36× | ||
| Q1 25 | 0.52× | 40.77× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | 1.06× | 8.12× | ||
| Q2 24 | 1.28× | 11.98× |
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
| Management and incentive fee revenues | $990.0M | 74% |
| Other revenues | $236.0M | 18% |
| Other | $112.0M | 8% |
PINS
暂无分部数据