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富兰克林邓普顿(BEN)与Compass, Inc.(COMP)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Compass, Inc.的1.4倍($2.3B vs $1.7B),富兰克林邓普顿净利率更高(11.0% vs -2.5%,领先13.5%),Compass, Inc.同比增速更快(23.1% vs 3.4%),过去两年Compass, Inc.的营收复合增速更高(27.0% 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。
Compass, Inc.是美国主营住宅房产经纪业务的企业,其平台旗下有约3.3万名经纪人,大多为独立合同工,运营Compass、21世纪不动产、科威国际不动产、苏富比国际地产、佳士得国际地产等多个知名房产经纪品牌。
BEN vs COMP — 直观对比
营收规模更大
BEN
是对方的1.4倍
$1.7B
营收增速更快
COMP
高出19.8%
3.4%
净利率更高
BEN
高出13.5%
-2.5%
两年增速更快
COMP
近两年复合增速
4.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.3B | $1.7B |
| 净利润 | $255.5M | $-42.6M |
| 毛利率 | — | — |
| 营业利润率 | 12.1% | -2.5% |
| 净利率 | 11.0% | -2.5% |
| 营收同比 | 3.4% | 23.1% |
| 净利润同比 | 56.2% | -5.2% |
| 每股收益(稀释后) | $0.46 | $-0.07 |
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
COMP
| Q4 25 | $2.3B | $1.7B | ||
| Q3 25 | $2.3B | $1.8B | ||
| Q2 25 | $2.1B | $2.1B | ||
| Q1 25 | $2.1B | $1.4B | ||
| Q4 24 | $2.3B | $1.4B | ||
| Q3 24 | $2.2B | $1.5B | ||
| Q2 24 | $2.1B | $1.7B | ||
| Q1 24 | $2.2B | $1.1B |
净利润
BEN
COMP
| Q4 25 | $255.5M | $-42.6M | ||
| Q3 25 | $117.6M | $-4.6M | ||
| Q2 25 | $92.3M | $39.4M | ||
| Q1 25 | $151.4M | $-50.7M | ||
| Q4 24 | $163.6M | $-40.5M | ||
| Q3 24 | $-84.7M | $-1.7M | ||
| Q2 24 | $174.0M | $20.7M | ||
| Q1 24 | $124.2M | $-132.9M |
营业利润率
BEN
COMP
| Q4 25 | 12.1% | -2.5% | ||
| Q3 25 | 3.6% | -0.4% | ||
| Q2 25 | 7.5% | 1.9% | ||
| Q1 25 | 6.9% | -4.0% | ||
| Q4 24 | 9.7% | -2.9% | ||
| Q3 24 | -6.8% | -0.2% | ||
| Q2 24 | 10.5% | 1.3% | ||
| Q1 24 | 6.0% | -12.5% |
净利率
BEN
COMP
| Q4 25 | 11.0% | -2.5% | ||
| Q3 25 | 5.0% | -0.2% | ||
| Q2 25 | 4.5% | 1.9% | ||
| Q1 25 | 7.2% | -3.7% | ||
| Q4 24 | 7.3% | -2.9% | ||
| Q3 24 | -3.8% | -0.1% | ||
| Q2 24 | 8.2% | 1.2% | ||
| Q1 24 | 5.8% | -12.6% |
每股收益(稀释后)
BEN
COMP
| Q4 25 | $0.46 | $-0.07 | ||
| Q3 25 | $0.21 | $-0.01 | ||
| Q2 25 | $0.15 | $0.07 | ||
| Q1 25 | $0.26 | $-0.09 | ||
| Q4 24 | $0.29 | $-0.08 | ||
| Q3 24 | $-0.20 | $0.00 | ||
| Q2 24 | $0.32 | $0.04 | ||
| Q1 24 | $0.23 | $-0.27 |
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 | — | $199.0M |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $12.1B | $782.0M |
| 总资产 | $32.5B | $1.5B |
| 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
COMP
| Q4 25 | — | $199.0M | ||
| Q3 25 | — | $170.3M | ||
| Q2 25 | — | $177.3M | ||
| Q1 25 | — | $127.0M | ||
| Q4 24 | — | $223.8M | ||
| Q3 24 | — | $211.2M | ||
| Q2 24 | — | $185.8M | ||
| Q1 24 | — | $165.9M |
总债务
BEN
COMP
| 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
COMP
| Q4 25 | $12.1B | $782.0M | ||
| Q3 25 | $12.1B | $773.3M | ||
| Q2 25 | $12.2B | $719.9M | ||
| Q1 25 | $12.3B | $635.0M | ||
| Q4 24 | $12.5B | $409.4M | ||
| Q3 24 | $12.5B | $428.0M | ||
| Q2 24 | $12.9B | $398.4M | ||
| Q1 24 | $12.9B | $330.3M |
总资产
BEN
COMP
| Q4 25 | $32.5B | $1.5B | ||
| Q3 25 | $32.4B | $1.6B | ||
| Q2 25 | $32.6B | $1.6B | ||
| Q1 25 | $32.0B | $1.5B | ||
| Q4 24 | $32.4B | $1.2B | ||
| Q3 24 | $32.5B | $1.2B | ||
| Q2 24 | $33.3B | $1.2B | ||
| Q1 24 | $32.9B | $1.1B |
负债/权益比
BEN
COMP
| 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 | $45.3M |
| 自由现金流经营现金流 - 资本支出 | — | $42.2M |
| 自由现金流率自由现金流/营收 | — | 2.5% |
| 资本支出强度资本支出/营收 | — | 0.2% |
| 现金转化率经营现金流/净利润 | -1.00× | — |
| 过去12个月自由现金流最近4个季度 | — | $203.3M |
8季度趋势,按日历期对齐
经营现金流
BEN
COMP
| Q4 25 | $-255.1M | $45.3M | ||
| Q3 25 | $-20.7M | $75.5M | ||
| Q2 25 | $1.3B | $72.8M | ||
| Q1 25 | $-50.1M | $23.1M | ||
| Q4 24 | $-145.2M | $30.5M | ||
| Q3 24 | $558.2M | $37.4M | ||
| Q2 24 | $528.4M | $45.0M | ||
| Q1 24 | $136.6M | $8.6M |
自由现金流
BEN
COMP
| Q4 25 | — | $42.2M | ||
| Q3 25 | $-51.9M | $73.6M | ||
| Q2 25 | $1.3B | $68.0M | ||
| Q1 25 | $-87.6M | $19.5M | ||
| Q4 24 | $-217.0M | $26.7M | ||
| Q3 24 | $488.4M | $32.8M | ||
| Q2 24 | $482.3M | $40.4M | ||
| Q1 24 | $94.9M | $5.9M |
自由现金流率
BEN
COMP
| Q4 25 | — | 2.5% | ||
| Q3 25 | -2.2% | 4.0% | ||
| Q2 25 | 61.4% | 3.3% | ||
| Q1 25 | -4.1% | 1.4% | ||
| Q4 24 | -9.6% | 1.9% | ||
| Q3 24 | 22.1% | 2.2% | ||
| Q2 24 | 22.7% | 2.4% | ||
| Q1 24 | 4.4% | 0.6% |
资本支出强度
BEN
COMP
| Q4 25 | — | 0.2% | ||
| Q3 25 | 1.3% | 0.1% | ||
| Q2 25 | 0.7% | 0.2% | ||
| Q1 25 | 1.8% | 0.3% | ||
| Q4 24 | 3.2% | 0.3% | ||
| Q3 24 | 3.2% | 0.3% | ||
| Q2 24 | 2.2% | 0.3% | ||
| Q1 24 | 1.9% | 0.3% |
现金转化率
BEN
COMP
| Q4 25 | -1.00× | — | ||
| Q3 25 | -0.18× | — | ||
| Q2 25 | 13.89× | 1.85× | ||
| Q1 25 | -0.33× | — | ||
| Q4 24 | -0.89× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 3.04× | 2.17× | ||
| Q1 24 | 1.10× | — |
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% |
COMP
暂无分部数据