vs
英国石油(BP)与Meta Platforms(META)财务数据对比。点击上方公司名可切换其他公司
Meta Platforms的季度营收约是英国石油的1.3倍($59.9B vs $47.7B),Meta Platforms净利率更高(38.0% vs 4.0%,领先34.0%),Meta Platforms同比增速更快(23.8% vs -1.2%)
BP是总部位于英国伦敦的跨国油气企业,属于全球石油天然气行业公认的“超级巨头”阵营,按营收及利润规模计算,是全球最大的企业之一,在全球能源产业拥有举足轻重的市场地位。
Meta Platforms是总部位于美国加利福尼亚州门洛帕克的跨国科技巨头,属于全球头部科技企业阵营。旗下运营Facebook、Instagram、WhatsApp、Messenger、Threads等多款知名社交媒体及通讯服务,同时开展自有及第三方站点广告业务,2023年广告收入占其总营收的97.8%。
BP vs META — 直观对比
营收规模更大
META
是对方的1.3倍
$47.7B
营收增速更快
META
高出25.0%
-1.2%
净利率更高
META
高出34.0%
4.0%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $47.7B | $59.9B |
| 净利润 | $1.9B | $22.8B |
| 毛利率 | — | 81.8% |
| 营业利润率 | 8.5% | 41.3% |
| 净利率 | 4.0% | 38.0% |
| 营收同比 | -1.2% | 23.8% |
| 净利润同比 | 2655.7% | 9.3% |
| 每股收益(稀释后) | — | $8.87 |
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
BP
META
| Q4 25 | — | $59.9B | ||
| Q3 25 | — | $51.2B | ||
| Q2 25 | $47.7B | $47.5B | ||
| Q1 25 | — | $42.3B | ||
| Q4 24 | — | $48.4B | ||
| Q3 24 | — | $40.6B | ||
| Q2 24 | $48.3B | $39.1B | ||
| Q1 24 | — | $36.5B |
净利润
BP
META
| Q4 25 | — | $22.8B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | $1.9B | $18.3B | ||
| Q1 25 | — | $16.6B | ||
| Q4 24 | — | $20.8B | ||
| Q3 24 | — | $15.7B | ||
| Q2 24 | $70.0M | $13.5B | ||
| Q1 24 | — | $12.4B |
毛利率
BP
META
| Q4 25 | — | 81.8% | ||
| Q3 25 | — | 82.0% | ||
| Q2 25 | — | 82.1% | ||
| Q1 25 | — | 82.1% | ||
| Q4 24 | — | 81.7% | ||
| Q3 24 | — | 81.8% | ||
| Q2 24 | — | 81.3% | ||
| Q1 24 | — | 81.8% |
营业利润率
BP
META
| Q4 25 | — | 41.3% | ||
| Q3 25 | — | 40.1% | ||
| Q2 25 | 8.5% | 43.0% | ||
| Q1 25 | — | 41.5% | ||
| Q4 24 | — | 48.3% | ||
| Q3 24 | — | 42.7% | ||
| Q2 24 | 5.0% | 38.0% | ||
| Q1 24 | — | 37.9% |
净利率
BP
META
| Q4 25 | — | 38.0% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | 4.0% | 38.6% | ||
| Q1 25 | — | 39.3% | ||
| Q4 24 | — | 43.1% | ||
| Q3 24 | — | 38.7% | ||
| Q2 24 | 0.1% | 34.5% | ||
| Q1 24 | — | 33.9% |
每股收益(稀释后)
BP
META
| Q4 25 | — | $8.87 | ||
| Q3 25 | — | $1.05 | ||
| Q2 25 | — | $7.14 | ||
| Q1 25 | — | $6.43 | ||
| Q4 24 | — | $7.96 | ||
| Q3 24 | — | $6.03 | ||
| Q2 24 | — | $5.16 | ||
| Q1 24 | — | $4.71 |
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 | $35.1B | $81.6B |
| 总债务越低越好 | — | $58.7B |
| 股东权益账面价值 | $79.8B | $217.2B |
| 总资产 | $284.7B | $366.0B |
| 负债/权益比越低杠杆越低 | — | 0.27× |
8季度趋势,按日历期对齐
现金及短期投资
BP
META
| Q4 25 | — | $81.6B | ||
| Q3 25 | — | $44.4B | ||
| Q2 25 | $35.1B | $47.1B | ||
| Q1 25 | — | $70.2B | ||
| Q4 24 | — | $77.8B | ||
| Q3 24 | — | $70.9B | ||
| Q2 24 | $34.9B | $58.1B | ||
| Q1 24 | — | $58.1B |
总债务
BP
META
| Q4 25 | — | $58.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $28.8B | ||
| Q3 24 | — | $28.8B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
BP
META
| Q4 25 | — | $217.2B | ||
| Q3 25 | — | $194.1B | ||
| Q2 25 | $79.8B | $195.1B | ||
| Q1 25 | — | $185.0B | ||
| Q4 24 | — | $182.6B | ||
| Q3 24 | — | $164.5B | ||
| Q2 24 | $82.2B | $156.8B | ||
| Q1 24 | — | $149.5B |
总资产
BP
META
| Q4 25 | — | $366.0B | ||
| Q3 25 | — | $303.8B | ||
| Q2 25 | $284.7B | $294.7B | ||
| Q1 25 | — | $280.2B | ||
| Q4 24 | — | $276.1B | ||
| Q3 24 | — | $256.4B | ||
| Q2 24 | $273.4B | $230.2B | ||
| Q1 24 | — | $222.8B |
负债/权益比
BP
META
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | — | ||
| Q1 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 | $6.3B | $36.2B |
| 自由现金流经营现金流 - 资本支出 | — | $14.8B |
| 自由现金流率自由现金流/营收 | — | 24.8% |
| 资本支出强度资本支出/营收 | — | 35.7% |
| 现金转化率经营现金流/净利润 | 3.25× | 1.59× |
| 过去12个月自由现金流最近4个季度 | — | $46.1B |
8季度趋势,按日历期对齐
经营现金流
BP
META
| Q4 25 | — | $36.2B | ||
| Q3 25 | — | $30.0B | ||
| Q2 25 | $6.3B | $25.6B | ||
| Q1 25 | — | $24.0B | ||
| Q4 24 | — | $28.0B | ||
| Q3 24 | — | $24.7B | ||
| Q2 24 | $8.1B | $19.4B | ||
| Q1 24 | — | $19.2B |
自由现金流
BP
META
| Q4 25 | — | $14.8B | ||
| Q3 25 | — | $11.2B | ||
| Q2 25 | — | $9.0B | ||
| Q1 25 | — | $11.1B | ||
| Q4 24 | — | $13.6B | ||
| Q3 24 | — | $16.5B | ||
| Q2 24 | — | $11.2B | ||
| Q1 24 | — | $12.8B |
自由现金流率
BP
META
| Q4 25 | — | 24.8% | ||
| Q3 25 | — | 21.8% | ||
| Q2 25 | — | 19.0% | ||
| Q1 25 | — | 26.2% | ||
| Q4 24 | — | 28.0% | ||
| Q3 24 | — | 40.6% | ||
| Q2 24 | — | 28.7% | ||
| Q1 24 | — | 35.2% |
资本支出强度
BP
META
| Q4 25 | — | 35.7% | ||
| Q3 25 | — | 36.7% | ||
| Q2 25 | — | 34.8% | ||
| Q1 25 | — | 30.6% | ||
| Q4 24 | — | 29.8% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 20.9% | ||
| Q1 24 | — | 17.6% |
现金转化率
BP
META
| Q4 25 | — | 1.59× | ||
| Q3 25 | — | 11.07× | ||
| Q2 25 | 3.25× | 1.39× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | — | 1.58× | ||
| Q2 24 | 115.71× | 1.44× | ||
| Q1 24 | — | 1.56× |
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
BP
| Oil Products | $28.6B | 60% |
| Gas Low Carbon Energy | $9.2B | 19% |
| Oil Production Operations | $6.1B | 13% |
| Non Oil Products And Other Revenues From Contracts With Customers | $3.7B | 8% |
| Crude Oil | $421.0M | 1% |
META
| Advertising | $58.1B | 97% |
| Reality Labs | $955.0M | 2% |
| Service Other | $801.0M | 1% |