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富兰克林邓普顿(BEN)与COHEN & STEERS, INC.(CNS)财务数据对比。点击上方公司名可切换其他公司
富兰克林邓普顿的季度营收约是COHEN & STEERS, INC.的16.2倍($2.3B vs $143.8M),COHEN & STEERS, INC.净利率更高(24.3% vs 11.0%,领先13.3%),富兰克林邓普顿同比增速更快(3.4% vs 2.9%),过去两年COHEN & STEERS, INC.的营收复合增速更高(8.3% vs 4.0%)
富兰克林资源(运营品牌为富兰克林邓普顿)是美国跨国投资管理控股集团,1947年创立于纽约,纽交所上市代码为BEN,命名源自创始人敬仰的本杰明·富兰克林,是全球知名的综合投资服务机构。
科恩斯蒂尔是一家美国投资管理企业,专注于通过房地产投资信托(REIT)开展不动产证券投资,同时布局优先证券相关的另类收益类投资业务,在全球不动产和另类收益投资领域拥有专业的运营经验。
BEN vs CNS — 直观对比
营收规模更大
BEN
是对方的16.2倍
$143.8M
营收增速更快
BEN
高出0.5%
2.9%
净利率更高
CNS
高出13.3%
11.0%
两年增速更快
CNS
近两年复合增速
4.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.3B | $143.8M |
| 净利润 | $255.5M | $34.9M |
| 毛利率 | — | — |
| 营业利润率 | 12.1% | 28.0% |
| 净利率 | 11.0% | 24.3% |
| 营收同比 | 3.4% | 2.9% |
| 净利润同比 | 56.2% | -23.9% |
| 每股收益(稀释后) | $0.46 | $0.67 |
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
BEN
CNS
| Q4 25 | $2.3B | $143.8M | ||
| Q3 25 | $2.3B | $141.7M | ||
| Q2 25 | $2.1B | $136.1M | ||
| Q1 25 | $2.1B | $134.5M | ||
| Q4 24 | $2.3B | $139.8M | ||
| Q3 24 | $2.2B | $133.2M | ||
| Q2 24 | $2.1B | $121.7M | ||
| Q1 24 | $2.2B | $122.7M |
净利润
BEN
CNS
| Q4 25 | $255.5M | $34.9M | ||
| Q3 25 | $117.6M | $41.7M | ||
| Q2 25 | $92.3M | $36.8M | ||
| Q1 25 | $151.4M | $39.8M | ||
| Q4 24 | $163.6M | $45.8M | ||
| Q3 24 | $-84.7M | $39.7M | ||
| Q2 24 | $174.0M | $31.8M | ||
| Q1 24 | $124.2M | $34.0M |
营业利润率
BEN
CNS
| Q4 25 | 12.1% | 28.0% | ||
| Q3 25 | 3.6% | 34.5% | ||
| Q2 25 | 7.5% | 31.8% | ||
| Q1 25 | 6.9% | 33.6% | ||
| Q4 24 | 9.7% | 35.3% | ||
| Q3 24 | -6.8% | 33.7% | ||
| Q2 24 | 10.5% | 31.5% | ||
| Q1 24 | 6.0% | 32.8% |
净利率
BEN
CNS
| Q4 25 | 11.0% | 24.3% | ||
| Q3 25 | 5.0% | 29.4% | ||
| Q2 25 | 4.5% | 27.1% | ||
| Q1 25 | 7.2% | 29.6% | ||
| Q4 24 | 7.3% | 32.8% | ||
| Q3 24 | -3.8% | 29.8% | ||
| Q2 24 | 8.2% | 26.1% | ||
| Q1 24 | 5.8% | 27.7% |
每股收益(稀释后)
BEN
CNS
| Q4 25 | $0.46 | $0.67 | ||
| Q3 25 | $0.21 | $0.81 | ||
| Q2 25 | $0.15 | $0.72 | ||
| Q1 25 | $0.26 | $0.77 | ||
| Q4 24 | $0.29 | $0.89 | ||
| Q3 24 | $-0.20 | $0.77 | ||
| Q2 24 | $0.32 | $0.63 | ||
| Q1 24 | $0.23 | $0.68 |
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 | — | $145.5M |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $12.1B | $562.0M |
| 总资产 | $32.5B | $876.7M |
| 负债/权益比越低杠杆越低 | 0.19× | — |
8季度趋势,按日历期对齐
现金及短期投资
BEN
CNS
| Q4 25 | — | $145.5M | ||
| Q3 25 | — | $98.1M | ||
| Q2 25 | — | $95.4M | ||
| Q1 25 | — | $65.2M | ||
| Q4 24 | — | $183.0M | ||
| Q3 24 | — | $106.5M | ||
| Q2 24 | — | $122.0M | ||
| Q1 24 | — | $99.5M |
总债务
BEN
CNS
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.7B | — | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.8B | — | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $3.0B | — | ||
| Q1 24 | $3.0B | — |
股东权益
BEN
CNS
| Q4 25 | $12.1B | $562.0M | ||
| Q3 25 | $12.1B | $550.3M | ||
| Q2 25 | $12.2B | $528.5M | ||
| Q1 25 | $12.3B | $507.7M | ||
| Q4 24 | $12.5B | $511.7M | ||
| Q3 24 | $12.5B | $491.0M | ||
| Q2 24 | $12.9B | $463.2M | ||
| Q1 24 | $12.9B | $378.9M |
总资产
BEN
CNS
| Q4 25 | $32.5B | $876.7M | ||
| Q3 25 | $32.4B | $801.6M | ||
| Q2 25 | $32.6B | $751.0M | ||
| Q1 25 | $32.0B | $834.9M | ||
| Q4 24 | $32.4B | $812.4M | ||
| Q3 24 | $32.5B | $727.8M | ||
| Q2 24 | $33.3B | $784.1M | ||
| Q1 24 | $32.9B | $680.7M |
负债/权益比
BEN
CNS
| Q4 25 | 0.19× | — | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.22× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 0.22× | — | ||
| Q3 24 | 0.22× | — | ||
| Q2 24 | 0.24× | — | ||
| Q1 24 | 0.24× | — |
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 | $-255.1M | $-120.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-126.4M |
| 自由现金流率自由现金流/营收 | — | -87.9% |
| 资本支出强度资本支出/营收 | — | 4.2% |
| 现金转化率经营现金流/净利润 | -1.00× | -3.45× |
| 过去12个月自由现金流最近4个季度 | — | $-253.6M |
8季度趋势,按日历期对齐
经营现金流
BEN
CNS
| Q4 25 | $-255.1M | $-120.4M | ||
| Q3 25 | $-20.7M | $55.1M | ||
| Q2 25 | $1.3B | $-67.6M | ||
| Q1 25 | $-50.1M | $-108.9M | ||
| Q4 24 | $-145.2M | $96.7M | ||
| Q3 24 | $558.2M | $25.6M | ||
| Q2 24 | $528.4M | $31.4M | ||
| Q1 24 | $136.6M | $4.9M |
自由现金流
BEN
CNS
| Q4 25 | — | $-126.4M | ||
| Q3 25 | $-51.9M | $52.6M | ||
| Q2 25 | $1.3B | $-69.8M | ||
| Q1 25 | $-87.6M | $-110.0M | ||
| Q4 24 | $-217.0M | $85.0M | ||
| Q3 24 | $488.4M | $24.2M | ||
| Q2 24 | $482.3M | $27.1M | ||
| Q1 24 | $94.9M | $537.0K |
自由现金流率
BEN
CNS
| Q4 25 | — | -87.9% | ||
| Q3 25 | -2.2% | 37.1% | ||
| Q2 25 | 61.4% | -51.3% | ||
| Q1 25 | -4.1% | -81.8% | ||
| Q4 24 | -9.6% | 60.8% | ||
| Q3 24 | 22.1% | 18.2% | ||
| Q2 24 | 22.7% | 22.3% | ||
| Q1 24 | 4.4% | 0.4% |
资本支出强度
BEN
CNS
| Q4 25 | — | 4.2% | ||
| Q3 25 | 1.3% | 1.8% | ||
| Q2 25 | 0.7% | 1.6% | ||
| Q1 25 | 1.8% | 0.8% | ||
| Q4 24 | 3.2% | 8.3% | ||
| Q3 24 | 3.2% | 1.1% | ||
| Q2 24 | 2.2% | 3.5% | ||
| Q1 24 | 1.9% | 3.5% |
现金转化率
BEN
CNS
| Q4 25 | -1.00× | -3.45× | ||
| Q3 25 | -0.18× | 1.32× | ||
| Q2 25 | 13.89× | -1.84× | ||
| Q1 25 | -0.33× | -2.74× | ||
| Q4 24 | -0.89× | 2.11× | ||
| Q3 24 | — | 0.65× | ||
| Q2 24 | 3.04× | 0.99× | ||
| Q1 24 | 1.10× | 0.14× |
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
BEN
| Investment Advisory Management And Administrative Service | $1.8B | 79% |
| Sales And Distribution Fees | $388.7M | 17% |
| Shareholder Service | $70.9M | 3% |
| Service Other | $19.6M | 1% |
CNS
暂无分部数据