vs
Brookfield Renewable Partners L.P.(BEP)与PINTEREST, INC.(PINS)财务数据对比。点击上方公司名可切换其他公司
Brookfield Renewable Partners L.P.的季度营收约是PINTEREST, INC.的1.3倍($1.7B vs $1.3B),PINTEREST, INC.净利率更高(21.0% vs 5.9%,领先15.1%),PINTEREST, INC.同比增速更快(14.3% 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。
Pinterest是美国社交媒体服务商,主打数字图板形式的信息发布与发现功能,用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立,总部位于旧金山。
BEP vs PINS — 直观对比
营收规模更大
BEP
是对方的1.3倍
$1.3B
营收增速更快
PINS
高出0.1%
14.2%
净利率更高
PINS
高出15.1%
5.9%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $1.3B |
| 净利润 | $100.0M | $277.1M |
| 毛利率 | — | 82.8% |
| 营业利润率 | — | 22.8% |
| 净利率 | 5.9% | 21.0% |
| 营收同比 | 14.2% | 14.3% |
| 净利润同比 | 213.6% | -85.0% |
| 每股收益(稀释后) | $-0.22 | $0.41 |
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
BEP
PINS
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | $1.7B | $998.2M | ||
| Q1 25 | — | $855.0M | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $898.4M | ||
| Q2 24 | $1.5B | $853.7M | ||
| Q1 24 | — | $740.0M |
净利润
BEP
PINS
| Q4 25 | — | $277.1M | ||
| Q3 25 | — | $92.1M | ||
| Q2 25 | $100.0M | $38.8M | ||
| Q1 25 | — | $8.9M | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $30.6M | ||
| Q2 24 | $-88.0M | $8.9M | ||
| Q1 24 | — | $-24.8M |
毛利率
BEP
PINS
| Q4 25 | — | 82.8% | ||
| Q3 25 | — | 79.8% | ||
| Q2 25 | — | 79.7% | ||
| Q1 25 | — | 76.7% | ||
| Q4 24 | — | 82.9% | ||
| Q3 24 | — | 79.1% | ||
| Q2 24 | — | 78.3% | ||
| Q1 24 | — | 75.5% |
营业利润率
BEP
PINS
| Q4 25 | — | 22.8% | ||
| Q3 25 | — | 5.6% | ||
| Q2 25 | — | -0.4% | ||
| Q1 25 | — | -4.1% | ||
| Q4 24 | — | 22.7% | ||
| Q3 24 | — | -0.7% | ||
| Q2 24 | — | -2.5% | ||
| Q1 24 | — | -7.4% |
净利率
BEP
PINS
| Q4 25 | — | 21.0% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | 5.9% | 3.9% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 160.1% | ||
| Q3 24 | — | 3.4% | ||
| Q2 24 | -5.9% | 1.0% | ||
| Q1 24 | — | -3.4% |
每股收益(稀释后)
BEP
PINS
| Q4 25 | — | $0.41 | ||
| Q3 25 | — | $0.13 | ||
| Q2 25 | $-0.22 | $0.06 | ||
| Q1 25 | — | $0.01 | ||
| Q4 24 | — | $2.66 | ||
| Q3 24 | — | $0.04 | ||
| Q2 24 | $-0.28 | $0.01 | ||
| Q1 24 | — | $-0.04 |
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 | $969.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $33.3B | $4.7B |
| 总资产 | $98.6B | $5.5B |
| 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
BEP
PINS
| Q4 25 | — | $969.3M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $1.9B | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $1.2B | $1.4B | ||
| Q1 24 | — | $1.6B |
股东权益
BEP
PINS
| Q4 25 | — | $4.7B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | $33.3B | $4.8B | ||
| Q1 25 | — | $4.7B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | $28.0B | $3.2B | ||
| Q1 24 | — | $3.1B |
总资产
BEP
PINS
| Q4 25 | — | $5.5B | ||
| Q3 25 | — | $5.5B | ||
| Q2 25 | $98.6B | $5.4B | ||
| Q1 25 | — | $5.3B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | $3.5B | ||
| Q2 24 | $73.8B | $3.7B | ||
| Q1 24 | — | $3.7B |
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 | $391.2M |
| 自由现金流经营现金流 - 资本支出 | — | $380.4M |
| 自由现金流率自由现金流/营收 | — | 28.8% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | 3.79× | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | $1.3B |
8季度趋势,按日历期对齐
经营现金流
BEP
PINS
| Q4 25 | — | $391.2M | ||
| Q3 25 | — | $321.7M | ||
| Q2 25 | $379.0M | $207.7M | ||
| Q1 25 | — | $363.7M | ||
| Q4 24 | — | $254.0M | ||
| Q3 24 | — | $248.0M | ||
| Q2 24 | $231.0M | $106.4M | ||
| Q1 24 | — | $356.1M |
自由现金流
BEP
PINS
| Q4 25 | — | $380.4M | ||
| Q3 25 | — | $318.4M | ||
| Q2 25 | — | $196.7M | ||
| Q1 25 | — | $356.4M | ||
| Q4 24 | — | $250.2M | ||
| Q3 24 | — | $244.1M | ||
| Q2 24 | — | $101.6M | ||
| Q1 24 | — | $344.0M |
自由现金流率
BEP
PINS
| Q4 25 | — | 28.8% | ||
| Q3 25 | — | 30.3% | ||
| Q2 25 | — | 19.7% | ||
| Q1 25 | — | 41.7% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | — | 27.2% | ||
| Q2 24 | — | 11.9% | ||
| Q1 24 | — | 46.5% |
资本支出强度
BEP
PINS
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.6% | ||
| Q1 24 | — | 1.6% |
现金转化率
BEP
PINS
| Q4 25 | — | 1.41× | ||
| Q3 25 | — | 3.49× | ||
| Q2 25 | 3.79× | 5.36× | ||
| Q1 25 | — | 40.77× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 8.12× | ||
| Q2 24 | — | 11.98× | ||
| Q1 24 | — | — |
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
PINS
| United States And Canada | $944.3M | 72% |
| Other | $375.0M | 28% |