vs
Brookfield Renewable Partners L.P.（BEP）与CHECK POINT SOFTWARE TECHNOLOGIES LTD（CHKP）财务数据对比。点击上方公司名可切换其他公司
CHECK POINT SOFTWARE TECHNOLOGIES LTD的季度营收约是Brookfield Renewable Partners L.P.的1.2倍（$2.0B vs $1.7B），CHECK POINT SOFTWARE TECHNOLOGIES LTD净利率更高（38.0% vs 5.9%，领先32.1%）
Brookfield Renewable Partners L.P.是一家公开上市的有限合伙企业，主营可再生能源资产的持有与运营，总部位于加拿大安大略省多伦多市，60%股权由布鲁克菲尔德资产管理公司持有，在可再生能源运营领域拥有深厚的行业积累与广泛的业务布局。
Check Point软件技术有限公司是以色列知名网络安全企业，业务覆盖全球60余个国家，总部位于以色列特拉维夫，在美国加利福尼亚州红木城设有重要运营据点。公司为全球超过10万家机构提供安全防护，旗下拥有专业安全研究团队，同时是世界经济论坛的合作伙伴。
BEP vs CHKP — 直观对比
营收规模更大
CHKP
是对方的1.2倍
$1.7B
净利率更高
CHKP
高出32.1%
5.9%
损益表 — Q2 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.0B |
| 净利润 | $100.0M | $752.4M |
| 毛利率 | — | 86.7% |
| 营业利润率 | — | 30.2% |
| 净利率 | 5.9% | 38.0% |
| 营收同比 | 14.2% | — |
| 净利润同比 | 213.6% | — |
| 每股收益（稀释后） | $-0.22 | $6.81 |
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BEPCHKP
| Q3 25 | — | $2.0B | ||
| Q2 25 | $1.7B | — | ||
| Q2 24 | $1.5B | — | ||
| Q2 23 | $1.2B | — | ||
| Q2 22 | $1.3B | — |
净利润BEPCHKP
| Q3 25 | — | $752.4M | ||
| Q2 25 | $100.0M | — | ||
| Q2 24 | $-88.0M | — | ||
| Q2 23 | $151.0M | — | ||
| Q2 22 | $122.0M | — |
毛利率BEPCHKP
| Q3 25 | — | 86.7% | ||
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
营业利润率BEPCHKP
| Q3 25 | — | 30.2% | ||
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
净利率BEPCHKP
| Q3 25 | — | 38.0% | ||
| Q2 25 | 5.9% | — | ||
| Q2 24 | -5.9% | — | ||
| Q2 23 | 12.5% | — | ||
| Q2 22 | 9.6% | — |
每股收益（稀释后）BEPCHKP
| Q3 25 | — | $6.81 | ||
| Q2 25 | $-0.22 | — | ||
| Q2 24 | $-0.28 | — | ||
| Q2 23 | $-0.10 | — | ||
| Q2 22 | $-0.03 | — |
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 | $1.9B | $619.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $33.3B | $3.1B |
| 总资产 | $98.6B | $5.7B |
| 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BEPCHKP
| Q3 25 | — | $619.9M | ||
| Q2 25 | $1.9B | — | ||
| Q2 24 | $1.2B | — | ||
| Q2 23 | $1.2B | — | ||
| Q2 22 | $1.1B | — |
股东权益BEPCHKP
| Q3 25 | — | $3.1B | ||
| Q2 25 | $33.3B | — | ||
| Q2 24 | $28.0B | — | ||
| Q2 23 | $28.5B | — | ||
| Q2 22 | $23.0B | — |
总资产BEPCHKP
| Q3 25 | — | $5.7B | ||
| Q2 25 | $98.6B | — | ||
| Q2 24 | $73.8B | — | ||
| Q2 23 | $65.9B | — | ||
| Q2 22 | $57.0B | — |
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 | $379.0M | $914.9M |
| 自由现金流经营现金流 - 资本支出 | — | $895.5M |
| 自由现金流率自由现金流/营收 | — | 45.2% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | 3.79× | 1.22× |
| 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BEPCHKP
| Q3 25 | — | $914.9M | ||
| Q2 25 | $379.0M | — | ||
| Q2 24 | $231.0M | — | ||
| Q2 23 | $382.0M | — | ||
| Q2 22 | $438.0M | — |
自由现金流BEPCHKP
| Q3 25 | — | $895.5M | ||
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
自由现金流率BEPCHKP
| Q3 25 | — | 45.2% | ||
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
资本支出强度BEPCHKP
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
现金转化率BEPCHKP
| Q3 25 | — | 1.22× | ||
| Q2 25 | 3.79× | — | ||
| Q2 24 | — | — | ||
| Q2 23 | 2.53× | — | ||
| Q2 22 | 3.59× | — |
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
BEP
暂无分部数据
CHKP
| Security subscriptions | $812.0M | 41% |
| Software updates and maintenance | $712.0M | 36% |
| Products and licenses | $337.3M | 17% |
| Other | $119.2M | 6% |
