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Broadridge Financial Solutions(BR)与Public Service Enterprise Group(PEG)财务数据对比。点击上方公司名可切换其他公司
Public Service Enterprise Group的季度营收约是Broadridge Financial Solutions的1.7倍($2.9B vs $1.7B),Broadridge Financial Solutions净利率更高(16.6% vs 10.8%,领先5.8%),Public Service Enterprise Group同比增速更快(18.3% vs -5.4%),过去两年Broadridge Financial Solutions的营收复合增速更高(10.4% vs 2.8%)
Broadridge Financial Solutions是2007年从自动数据处理公司(ADP)分拆成立的上市企业服务及金融科技企业,总部位于纽约莱克萨克塞斯,为金融行业客户提供股东委托书、年报等金融单证服务,以及线上年会等股东沟通解决方案。
PSEG(Public Service Enterprise Group)是一家公开上市的能源企业,1985年正式成立,发展渊源可追溯至1903年,自创立以来总部始终位于美国新泽西州纽瓦克市,深耕能源领域多年,在北美能源市场拥有稳定的行业地位与市场份额。
BR vs PEG — 直观对比
营收规模更大
PEG
是对方的1.7倍
$1.7B
营收增速更快
PEG
高出23.7%
-5.4%
净利率更高
BR
高出5.8%
10.8%
两年增速更快
BR
近两年复合增速
2.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $2.9B |
| 净利润 | $284.6M | $315.0M |
| 毛利率 | 27.6% | — |
| 营业利润率 | 12.0% | 17.5% |
| 净利率 | 16.6% | 10.8% |
| 营收同比 | -5.4% | 18.3% |
| 净利润同比 | 17.1% | 10.1% |
| 每股收益(稀释后) | $2.42 | $0.63 |
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
BR
PEG
| Q4 25 | $1.7B | $2.9B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | $2.1B | $2.8B | ||
| Q1 25 | $1.8B | $3.2B | ||
| Q4 24 | $1.6B | $2.5B | ||
| Q3 24 | $1.4B | $2.6B | ||
| Q2 24 | $1.9B | $2.4B | ||
| Q1 24 | $1.7B | $2.8B |
净利润
BR
PEG
| Q4 25 | $284.6M | $315.0M | ||
| Q3 25 | — | $622.0M | ||
| Q2 25 | $374.2M | $585.0M | ||
| Q1 25 | $243.1M | $589.0M | ||
| Q4 24 | $142.4M | $286.0M | ||
| Q3 24 | $79.8M | $520.0M | ||
| Q2 24 | $323.2M | $434.0M | ||
| Q1 24 | $213.7M | $532.0M |
毛利率
BR
PEG
| Q4 25 | 27.6% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 31.8% | — | ||
| Q4 24 | 27.9% | — | ||
| Q3 24 | 24.5% | — | ||
| Q2 24 | 35.5% | — | ||
| Q1 24 | 31.2% | — |
营业利润率
BR
PEG
| Q4 25 | 12.0% | 17.5% | ||
| Q3 25 | — | 26.5% | ||
| Q2 25 | 24.1% | 29.1% | ||
| Q1 25 | 19.0% | 24.7% | ||
| Q4 24 | 13.3% | 18.1% | ||
| Q3 24 | 9.4% | 24.3% | ||
| Q2 24 | 22.7% | 24.0% | ||
| Q1 24 | 17.5% | 24.8% |
净利率
BR
PEG
| Q4 25 | 16.6% | 10.8% | ||
| Q3 25 | — | 19.3% | ||
| Q2 25 | 18.1% | 20.9% | ||
| Q1 25 | 13.4% | 18.3% | ||
| Q4 24 | 9.0% | 11.6% | ||
| Q3 24 | 5.6% | 19.7% | ||
| Q2 24 | 16.6% | 17.9% | ||
| Q1 24 | 12.4% | 19.3% |
每股收益(稀释后)
BR
PEG
| Q4 25 | $2.42 | $0.63 | ||
| Q3 25 | — | $1.24 | ||
| Q2 25 | $3.17 | $1.17 | ||
| Q1 25 | $2.05 | $1.18 | ||
| Q4 24 | $1.20 | $0.57 | ||
| Q3 24 | $0.68 | $1.04 | ||
| Q2 24 | $2.72 | $0.87 | ||
| Q1 24 | $1.79 | $1.06 |
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 | $371.5M | $132.0M |
| 总债务越低越好 | $3.2B | $22.5B |
| 股东权益账面价值 | $2.9B | $17.0B |
| 总资产 | $8.6B | $57.6B |
| 负债/权益比越低杠杆越低 | 1.10× | 1.33× |
8季度趋势,按日历期对齐
现金及短期投资
BR
PEG
| Q4 25 | $371.5M | $132.0M | ||
| Q3 25 | — | $334.0M | ||
| Q2 25 | $562.2M | $186.0M | ||
| Q1 25 | $317.9M | $894.0M | ||
| Q4 24 | $290.6M | $125.0M | ||
| Q3 24 | $293.5M | $203.0M | ||
| Q2 24 | $305.2M | $113.0M | ||
| Q1 24 | $236.4M | $1.2B |
总债务
BR
PEG
| Q4 25 | $3.2B | $22.5B | ||
| Q3 25 | — | $22.5B | ||
| Q2 25 | $3.3B | $22.6B | ||
| Q1 25 | $3.4B | $23.0B | ||
| Q4 24 | $3.7B | $21.1B | ||
| Q3 24 | $3.6B | $21.4B | ||
| Q2 24 | $3.4B | $20.5B | ||
| Q1 24 | $3.5B | $21.3B |
股东权益
BR
PEG
| Q4 25 | $2.9B | $17.0B | ||
| Q3 25 | — | $17.0B | ||
| Q2 25 | $2.7B | $16.7B | ||
| Q1 25 | $2.4B | $16.4B | ||
| Q4 24 | $2.2B | $16.1B | ||
| Q3 24 | $2.2B | $16.1B | ||
| Q2 24 | $2.2B | $15.8B | ||
| Q1 24 | $2.3B | $15.7B |
总资产
BR
PEG
| Q4 25 | $8.6B | $57.6B | ||
| Q3 25 | — | $56.9B | ||
| Q2 25 | $8.5B | $56.0B | ||
| Q1 25 | $8.3B | $55.6B | ||
| Q4 24 | $8.2B | $54.6B | ||
| Q3 24 | $8.0B | $54.1B | ||
| Q2 24 | $8.2B | $52.4B | ||
| Q1 24 | $8.2B | $52.4B |
负债/权益比
BR
PEG
| Q4 25 | 1.10× | 1.33× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | 1.22× | 1.36× | ||
| Q1 25 | 1.44× | 1.40× | ||
| Q4 24 | 1.64× | 1.31× | ||
| Q3 24 | 1.63× | 1.33× | ||
| Q2 24 | 1.55× | 1.30× | ||
| Q1 24 | 1.55× | 1.35× |
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 | — | $721.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-408.0M |
| 自由现金流率自由现金流/营收 | — | -14.0% |
| 资本支出强度资本支出/营收 | — | 38.7% |
| 现金转化率经营现金流/净利润 | — | 2.29× |
| 过去12个月自由现金流最近4个季度 | — | $26.0M |
8季度趋势,按日历期对齐
经营现金流
BR
PEG
| Q4 25 | — | $721.0M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $699.7M | $478.0M | ||
| Q1 25 | $360.4M | $1.0B | ||
| Q4 24 | $236.7M | $367.0M | ||
| Q3 24 | $-125.5M | $623.0M | ||
| Q2 24 | $721.0M | $482.0M | ||
| Q1 24 | $207.4M | $661.0M |
自由现金流
BR
PEG
| Q4 25 | — | $-408.0M | ||
| Q3 25 | — | $322.0M | ||
| Q2 25 | $684.1M | $-309.0M | ||
| Q1 25 | $348.9M | $421.0M | ||
| Q4 24 | $227.9M | $-611.0M | ||
| Q3 24 | $-133.4M | $-145.0M | ||
| Q2 24 | $703.2M | $-355.0M | ||
| Q1 24 | $184.6M | $-136.0M |
自由现金流率
BR
PEG
| Q4 25 | — | -14.0% | ||
| Q3 25 | — | 10.0% | ||
| Q2 25 | 33.1% | -11.0% | ||
| Q1 25 | 19.3% | 13.1% | ||
| Q4 24 | 14.3% | -24.8% | ||
| Q3 24 | -9.4% | -5.5% | ||
| Q2 24 | 36.2% | -14.7% | ||
| Q1 24 | 10.7% | -4.9% |
资本支出强度
BR
PEG
| Q4 25 | — | 38.7% | ||
| Q3 25 | — | 22.6% | ||
| Q2 25 | 0.8% | 28.1% | ||
| Q1 25 | 0.6% | 19.5% | ||
| Q4 24 | 0.6% | 39.7% | ||
| Q3 24 | 0.6% | 29.1% | ||
| Q2 24 | 0.9% | 34.5% | ||
| Q1 24 | 1.3% | 28.9% |
现金转化率
BR
PEG
| Q4 25 | — | 2.29× | ||
| Q3 25 | — | 1.69× | ||
| Q2 25 | 1.87× | 0.82× | ||
| Q1 25 | 1.48× | 1.78× | ||
| Q4 24 | 1.66× | 1.28× | ||
| Q3 24 | -1.57× | 1.20× | ||
| Q2 24 | 2.23× | 1.11× | ||
| Q1 24 | 0.97× | 1.24× |
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
BR
| Recurring Fee Revenue Investor Communication Solutions | $589.5M | 34% |
| Recurring Fee Revenue Capital Markets | $300.9M | 18% |
| Recurring Fee Revenue Regulatory | $248.7M | 15% |
| Recurring Fee Revenue Customer Communications | $189.2M | 11% |
| Recurring Fee Revenue Wealth And Investment Management | $179.7M | 10% |
| Recurring Fee Revenue Data Driven Fund Solutions | $112.7M | 7% |
| Event Driven Revenue Mutual Funds | $51.4M | 3% |
| Event Driven Revenue Equity And Other | $39.2M | 2% |
| Global Technology And Operations | $7.5M | 0% |
PEG
| PSEG Power Other | $1.1B | 37% |
| Electric Distribution Contracts | $929.0M | 32% |
| Gas Distribution Contracts | $840.0M | 29% |
| Other | $71.0M | 2% |