vs
贝壳控股（BEKE）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是贝壳控股的1.2倍（$3.9B vs $3.2B），Raymond James Financial净利率更高（14.1% vs 3.2%，领先10.9%），过去两年贝壳控股的营收复合增速更高（9.8% vs 1.3%）
贝壳控股是中国领先的线上线下一体化居住服务平台，旗下运营贝壳找房等品牌，业务覆盖二手房交易经纪、新房代理销售、房屋租赁、家装改造及居住相关金融咨询服务，可满足消费者全周期居住需求。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
BEKE vs RJF — 直观对比
营收规模更大
RJF
是对方的1.2倍
$3.2B
净利率更高
RJF
高出10.9%
3.2%
两年增速更快
BEKE
近两年复合增速
1.3%
损益表 — Q3 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $3.9B |
| 净利润 | $104.9M | $544.0M |
| 毛利率 | 21.4% | — |
| 营业利润率 | 2.6% | — |
| 净利率 | 3.2% | 14.1% |
| 营收同比 | — | 13.0% |
| 净利润同比 | — | 10.0% |
| 每股收益（稀释后） | — | $2.83 |
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BEKERJF
| Q1 26 | — | $3.9B | ||
| Q4 25 | $3.2B | $4.2B | ||
| Q3 25 | $3.6B | $4.2B | ||
| Q2 25 | — | $3.8B | ||
| Q1 25 | $3.2B | $3.8B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | $3.2B | $4.0B | ||
| Q2 24 | $3.2B | $3.8B |
净利润BEKERJF
| Q1 26 | — | $544.0M | ||
| Q4 25 | $104.9M | $563.0M | ||
| Q3 25 | $182.4M | $604.0M | ||
| Q2 25 | — | $436.0M | ||
| Q1 25 | $117.9M | $495.0M | ||
| Q4 24 | — | $600.0M | ||
| Q3 24 | $166.5M | $602.0M | ||
| Q2 24 | $261.5M | $492.0M |
毛利率BEKERJF
| Q1 26 | — | — | ||
| Q4 25 | 21.4% | — | ||
| Q3 25 | 21.9% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 20.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 22.7% | — | ||
| Q2 24 | 27.9% | — |
营业利润率BEKERJF
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 4.1% | — | ||
| Q2 25 | — | 14.7% | ||
| Q1 25 | 2.5% | 17.5% | ||
| Q4 24 | — | 18.6% | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 8.6% | 17.1% |
净利率BEKERJF
| Q1 26 | — | 14.1% | ||
| Q4 25 | 3.2% | 13.5% | ||
| Q3 25 | 5.0% | 14.4% | ||
| Q2 25 | — | 11.3% | ||
| Q1 25 | 3.7% | 12.9% | ||
| Q4 24 | — | 14.9% | ||
| Q3 24 | 5.2% | 15.0% | ||
| Q2 24 | 8.1% | 13.1% |
每股收益（稀释后）BEKERJF
| Q1 26 | — | $2.83 | ||
| Q4 25 | — | $2.79 | ||
| Q3 25 | — | $2.96 | ||
| Q2 25 | — | $2.12 | ||
| Q1 25 | — | $2.36 | ||
| Q4 24 | — | $2.86 | ||
| Q3 24 | — | $2.85 | ||
| Q2 24 | — | $2.31 |
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 | $1.3B | $5.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $52.0M |
| 总资产 | $16.8B | $91.9B |
| 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BEKERJF
| Q1 26 | — | $5.4B | ||
| Q4 25 | $1.3B | $9.9B | ||
| Q3 25 | $1.6B | $11.4B | ||
| Q2 25 | — | $9.2B | ||
| Q1 25 | $1.8B | $9.7B | ||
| Q4 24 | — | $10.0B | ||
| Q3 24 | $1.4B | $11.0B | ||
| Q2 24 | $1.3B | $9.1B |
股东权益BEKERJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | — | $12.6B | ||
| Q3 25 | $9.6B | $12.5B | ||
| Q2 25 | — | $12.3B | ||
| Q1 25 | $9.5B | $12.2B | ||
| Q4 24 | — | $11.9B | ||
| Q3 24 | $10.1B | $11.7B | ||
| Q2 24 | $9.7B | $11.2B |
总资产BEKERJF
| Q1 26 | — | $91.9B | ||
| Q4 25 | $16.8B | $88.8B | ||
| Q3 25 | $17.3B | $88.2B | ||
| Q2 25 | — | $84.8B | ||
| Q1 25 | $18.0B | $83.1B | ||
| Q4 24 | — | $82.3B | ||
| Q3 24 | $17.5B | $83.0B | ||
| Q2 24 | $16.9B | $80.6B |
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
BEKE
| New home transaction services | $932.6M | 29% |
| Existing home transaction services | $841.5M | 26% |
| Home rental services | $804.4M | 25% |
| Home renovation and furnishing | $604.0M | 19% |
| Emerging and other services | $55.6M | 2% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |
