vs
Brookfield Renewable Corp（BEPC）与Ventas（VTR）财务数据对比。点击上方公司名可切换其他公司
Ventas的季度营收约是Brookfield Renewable Corp的1.7倍（$1.7B vs $952.0M），Ventas净利率更高（3.6% vs -152.0%，领先155.6%），Ventas同比增速更快（22.0% vs -3.7%）
布鲁克菲尔德可再生能源是一家公开上市的能源企业，核心业务为持有及运营可再生能源资产，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，在全球清洁能源领域拥有丰富的运营经验与广泛的业务布局。
Ventas是一家领先的医疗地产投资信托企业，旗下资产涵盖养老社区、医疗办公楼、生命科学研究设施及康复医疗中心等，主要在北美、英国地区运营，为医疗服务及生命科学机构提供专业物业解决方案。
BEPC vs VTR — 直观对比
营收规模更大
VTR
是对方的1.7倍
$952.0M
营收增速更快
VTR
高出25.7%
-3.7%
净利率更高
VTR
高出155.6%
-152.0%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $952.0M | $1.7B |
| 净利润 | $-1.4B | $59.0M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | -152.0% | 3.6% |
| 营收同比 | -3.7% | 22.0% |
| 净利润同比 | -326.8% | 19.0% |
| 每股收益（稀释后） | — | — |
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BEPCVTR
| Q1 26 | — | $1.7B | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $952.0M | $1.4B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $989.0M | $1.2B |
净利润BEPCVTR
| Q1 26 | — | $59.0M | ||
| Q4 25 | — | $73.0M | ||
| Q3 25 | — | $68.7M | ||
| Q2 25 | $-1.4B | $71.5M | ||
| Q1 25 | — | $48.4M | ||
| Q4 24 | — | $58.7M | ||
| Q3 24 | — | $21.0M | ||
| Q2 24 | $-339.0M | $21.2M |
营业利润率BEPCVTR
| Q1 26 | — | — | ||
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | — | -0.0% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | -1.6% |
净利率BEPCVTR
| Q1 26 | — | 3.6% | ||
| Q4 25 | — | 4.7% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | -152.0% | 5.0% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 4.6% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | -34.3% | 1.8% |
每股收益（稀释后）BEPCVTR
| Q1 26 | — | — | ||
| Q4 25 | — | $0.15 | ||
| Q3 25 | — | $0.14 | ||
| Q2 25 | — | $0.15 | ||
| Q1 25 | — | $0.10 | ||
| Q4 24 | — | $0.13 | ||
| Q3 24 | — | $0.05 | ||
| Q2 24 | — | $0.05 |
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 | $556.0M | $183.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.8B | $13.2B |
| 总资产 | $46.0B | $27.7B |
| 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BEPCVTR
| Q1 26 | — | $183.6M | ||
| Q4 25 | — | $741.1M | ||
| Q3 25 | — | $188.6M | ||
| Q2 25 | $556.0M | $614.2M | ||
| Q1 25 | — | $182.3M | ||
| Q4 24 | — | $897.9M | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $614.0M | $557.1M |
总债务BEPCVTR
| Q1 26 | — | — | ||
| Q4 25 | — | $13.0B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $13.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BEPCVTR
| Q1 26 | — | $13.2B | ||
| Q4 25 | — | $12.5B | ||
| Q3 25 | — | $12.4B | ||
| Q2 25 | $10.8B | $11.5B | ||
| Q1 25 | — | $11.5B | ||
| Q4 24 | — | $10.8B | ||
| Q3 24 | — | $9.8B | ||
| Q2 24 | $14.8B | $9.6B |
总资产BEPCVTR
| Q1 26 | — | $27.7B | ||
| Q4 25 | — | $27.6B | ||
| Q3 25 | — | $26.9B | ||
| Q2 25 | $46.0B | $26.5B | ||
| Q1 25 | — | $26.0B | ||
| Q4 24 | — | $26.2B | ||
| Q3 24 | — | $25.3B | ||
| Q2 24 | $42.6B | $24.5B |
负债/权益比BEPCVTR
| Q1 26 | — | — | ||
| Q4 25 | — | 1.04× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.26× | ||
| Q3 24 | — | — | ||
| Q2 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 | $139.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | — |
| 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BEPCVTR
| Q1 26 | — | — | ||
| Q4 25 | — | $471.7M | ||
| Q3 25 | — | $378.6M | ||
| Q2 25 | $139.0M | $475.3M | ||
| Q1 25 | — | $321.1M | ||
| Q4 24 | — | $373.6M | ||
| Q3 24 | — | $353.7M | ||
| Q2 24 | $140.0M | $335.9M |
现金转化率BEPCVTR
| Q1 26 | — | — | ||
| Q4 25 | — | 6.46× | ||
| Q3 25 | — | 5.51× | ||
| Q2 25 | — | 6.65× | ||
| Q1 25 | — | 6.64× | ||
| Q4 24 | — | 6.36× | ||
| Q3 24 | — | 16.84× | ||
| Q2 24 | — | 15.87× |
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
BEPC
暂无分部数据
VTR
| Resident fees and services | $1.3B | 78% |
| Outpatient medical and research portfolio | $230.1M | 14% |
| Triple-net leased properties | $123.1M | 7% |
| Third-party capital management revenues | $4.4M | 0% |
