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Brookfield Renewable Partners L.P.（BEP）与Compass, Inc.（COMP）财务数据对比。点击上方公司名可切换其他公司
Compass, Inc.的季度营收约是Brookfield Renewable Partners L.P.的1.0倍（$1.7B vs $1.7B），Brookfield Renewable Partners L.P.净利率更高（5.9% vs -2.5%，领先8.4%），Compass, Inc.同比增速更快（23.1% vs 14.2%）
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。
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。
BEP vs COMP — 直观对比
营收规模更大
COMP
是对方的1.0倍
$1.7B
营收增速更快
COMP
高出9.0%
14.2%
净利率更高
BEP
高出8.4%
-2.5%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.7B |
| 净利润 | $100.0M | $-42.6M |
| 毛利率 | — | — |
| 营业利润率 | — | -2.5% |
| 净利率 | 5.9% | -2.5% |
| 营收同比 | 14.2% | 23.1% |
| 净利润同比 | 213.6% | -5.2% |
| 每股收益（稀释后） | $-0.22 | $-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BEPCOMP
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | $1.7B | $2.1B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | $1.5B | $1.7B | ||
| Q1 24 | — | $1.1B |
净利润BEPCOMP
| Q4 25 | — | $-42.6M | ||
| Q3 25 | — | $-4.6M | ||
| Q2 25 | $100.0M | $39.4M | ||
| Q1 25 | — | $-50.7M | ||
| Q4 24 | — | $-40.5M | ||
| Q3 24 | — | $-1.7M | ||
| Q2 24 | $-88.0M | $20.7M | ||
| Q1 24 | — | $-132.9M |
营业利润率BEPCOMP
| Q4 25 | — | -2.5% | ||
| Q3 25 | — | -0.4% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | — | -4.0% | ||
| Q4 24 | — | -2.9% | ||
| Q3 24 | — | -0.2% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | -12.5% |
净利率BEPCOMP
| Q4 25 | — | -2.5% | ||
| Q3 25 | — | -0.2% | ||
| Q2 25 | 5.9% | 1.9% | ||
| Q1 25 | — | -3.7% | ||
| Q4 24 | — | -2.9% | ||
| Q3 24 | — | -0.1% | ||
| Q2 24 | -5.9% | 1.2% | ||
| Q1 24 | — | -12.6% |
每股收益（稀释后）BEPCOMP
| Q4 25 | — | $-0.07 | ||
| Q3 25 | — | $-0.01 | ||
| Q2 25 | $-0.22 | $0.07 | ||
| Q1 25 | — | $-0.09 | ||
| Q4 24 | — | $-0.08 | ||
| Q3 24 | — | $0.00 | ||
| Q2 24 | $-0.28 | $0.04 | ||
| Q1 24 | — | $-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 | $1.9B | $199.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $33.3B | $782.0M |
| 总资产 | $98.6B | $1.5B |
| 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BEPCOMP
| Q4 25 | — | $199.0M | ||
| Q3 25 | — | $170.3M | ||
| Q2 25 | $1.9B | $177.3M | ||
| Q1 25 | — | $127.0M | ||
| Q4 24 | — | $223.8M | ||
| Q3 24 | — | $211.2M | ||
| Q2 24 | $1.2B | $185.8M | ||
| Q1 24 | — | $165.9M |
股东权益BEPCOMP
| Q4 25 | — | $782.0M | ||
| Q3 25 | — | $773.3M | ||
| Q2 25 | $33.3B | $719.9M | ||
| Q1 25 | — | $635.0M | ||
| Q4 24 | — | $409.4M | ||
| Q3 24 | — | $428.0M | ||
| Q2 24 | $28.0B | $398.4M | ||
| Q1 24 | — | $330.3M |
总资产BEPCOMP
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | $98.6B | $1.6B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $73.8B | $1.2B | ||
| Q1 24 | — | $1.1B |
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 | $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 | 3.79× | — |
| 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BEPCOMP
| Q4 25 | — | $45.3M | ||
| Q3 25 | — | $75.5M | ||
| Q2 25 | $379.0M | $72.8M | ||
| Q1 25 | — | $23.1M | ||
| Q4 24 | — | $30.5M | ||
| Q3 24 | — | $37.4M | ||
| Q2 24 | $231.0M | $45.0M | ||
| Q1 24 | — | $8.6M |
自由现金流BEPCOMP
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $73.6M | ||
| Q2 25 | — | $68.0M | ||
| Q1 25 | — | $19.5M | ||
| Q4 24 | — | $26.7M | ||
| Q3 24 | — | $32.8M | ||
| Q2 24 | — | $40.4M | ||
| Q1 24 | — | $5.9M |
自由现金流率BEPCOMP
| Q4 25 | — | 2.5% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | 2.4% | ||
| Q1 24 | — | 0.6% |
资本支出强度BEPCOMP
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | 0.3% |
现金转化率BEPCOMP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.79× | 1.85× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.17× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
