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布鲁克菲尔德资产管理（BAM）与EPLUS INC（PLUS）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EPLUS INC的1.8倍（$1.1B vs $614.8M），布鲁克菲尔德资产管理净利率更高（56.7% vs 5.7%，领先51.0%）
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。
ePlus Inc.是美国的科技咨询解决方案提供商，业务覆盖网络安全、云计算、网络架构、协作办公、人工智能及前沿技术领域，为超5000家客户提供定制化解决方案、专业咨询与托管服务，助力企业实现数字化转型与技术升级。
BAM vs PLUS — 直观对比
营收规模更大
BAM
是对方的1.8倍
$614.8M
净利率更高
BAM
高出51.0%
5.7%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $614.8M |
| 净利润 | $615.0M | $35.1M |
| 毛利率 | — | 25.8% |
| 营业利润率 | 84.2% | 7.1% |
| 净利率 | 56.7% | 5.7% |
| 营收同比 | — | 20.3% |
| 净利润同比 | — | 45.2% |
| 每股收益（稀释后） | — | $1.33 |
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BAMPLUS
| Q4 25 | $1.1B | $614.8M | ||
| Q3 25 | $974.0M | $608.8M | ||
| Q2 25 | $931.0M | $637.3M | ||
| Q1 25 | $954.0M | — | ||
| Q4 24 | — | $493.2M | ||
| Q3 24 | $873.0M | $493.4M | ||
| Q2 24 | $821.0M | $535.7M | ||
| Q1 24 | $786.0M | — |
净利润BAMPLUS
| Q4 25 | $615.0M | $35.1M | ||
| Q3 25 | $692.0M | $34.9M | ||
| Q2 25 | $584.0M | $37.7M | ||
| Q1 25 | $507.0M | — | ||
| Q4 24 | — | $24.1M | ||
| Q3 24 | $537.0M | $31.3M | ||
| Q2 24 | $124.0M | $27.3M | ||
| Q1 24 | $373.0M | — |
毛利率BAMPLUS
| Q4 25 | — | 25.8% | ||
| Q3 25 | — | 26.6% | ||
| Q2 25 | — | 23.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 25.4% | ||
| Q3 24 | — | 25.8% | ||
| Q2 24 | — | 23.7% | ||
| Q1 24 | — | — |
营业利润率BAMPLUS
| Q4 25 | 84.2% | 7.1% | ||
| Q3 25 | 79.1% | 8.0% | ||
| Q2 25 | 70.8% | 5.7% | ||
| Q1 25 | 61.0% | — | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | 72.5% | 5.5% | ||
| Q2 24 | 80.4% | 5.9% | ||
| Q1 24 | 56.5% | — |
净利率BAMPLUS
| Q4 25 | 56.7% | 5.7% | ||
| Q3 25 | 71.0% | 5.7% | ||
| Q2 25 | 62.7% | 5.9% | ||
| Q1 25 | 53.1% | — | ||
| Q4 24 | — | 4.9% | ||
| Q3 24 | 61.5% | 6.3% | ||
| Q2 24 | 15.1% | 5.1% | ||
| Q1 24 | 47.5% | — |
每股收益（稀释后）BAMPLUS
| Q4 25 | — | $1.33 | ||
| Q3 25 | — | $1.32 | ||
| Q2 25 | — | $1.43 | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0.91 | ||
| Q3 24 | — | $1.17 | ||
| Q2 24 | — | $1.02 | ||
| Q1 24 | — | — |
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 | $326.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.9B | $1.1B |
| 总资产 | $17.0B | $1.8B |
| 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BAMPLUS
| Q4 25 | $1.6B | $326.3M | ||
| Q3 25 | $1.1B | $402.2M | ||
| Q2 25 | $480.0M | $480.2M | ||
| Q1 25 | $332.0M | — | ||
| Q4 24 | — | $253.1M | ||
| Q3 24 | — | $187.5M | ||
| Q2 24 | $10.0M | $349.9M | ||
| Q1 24 | — | — |
股东权益BAMPLUS
| Q4 25 | $8.9B | $1.1B | ||
| Q3 25 | $8.5B | $1.0B | ||
| Q2 25 | $8.5B | $1.0B | ||
| Q1 25 | $8.5B | — | ||
| Q4 24 | — | $962.3M | ||
| Q3 24 | $9.0B | $947.0M | ||
| Q2 24 | $3.2B | $921.9M | ||
| Q1 24 | $2.2B | — |
总资产BAMPLUS
| Q4 25 | $17.0B | $1.8B | ||
| Q3 25 | $16.5B | $1.8B | ||
| Q2 25 | $16.1B | $1.8B | ||
| Q1 25 | $15.0B | — | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | $4.2B | $1.7B | ||
| Q1 24 | — | — |
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 | $-87.4M |
| 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× | -2.49× |
| 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BAMPLUS
| Q4 25 | $562.0M | $-87.4M | ||
| Q3 25 | $745.0M | $-34.8M | ||
| Q2 25 | $529.0M | $-99.0M | ||
| Q1 25 | $265.0M | — | ||
| Q4 24 | — | $65.7M | ||
| Q3 24 | $567.0M | $-21.6M | ||
| Q2 24 | $159.0M | $97.1M | ||
| Q1 24 | $516.0M | — |
现金转化率BAMPLUS
| Q4 25 | 0.91× | -2.49× | ||
| Q3 25 | 1.08× | -1.00× | ||
| Q2 25 | 0.91× | -2.63× | ||
| Q1 25 | 0.52× | — | ||
| Q4 24 | — | 2.72× | ||
| Q3 24 | 1.06× | -0.69× | ||
| Q2 24 | 1.28× | 3.55× | ||
| 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% |
PLUS
| All Others Customer End Market | $107.0M | 17% |
| Technology Customer End Market | $89.4M | 15% |
| Health Care Customer End Market | $81.5M | 13% |
| Financial Services Customer End Market | $66.1M | 11% |
| Professional Services Reporting Unit | $64.1M | 10% |
| Security | $61.1M | 10% |
| State And Local Government And Educational Institutions | $59.9M | 10% |
| Managed Services Reporting Unit | $48.8M | 8% |
| Other Product | $21.1M | 3% |
| Collaboration | $13.4M | 2% |
