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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
PEG
是对方的1.7倍
PEG
$2.9B
$1.7B
BR
营收增速更快
PEG
PEG
高出23.7%
PEG
18.3%
-5.4%
BR
净利率更高
BR
BR
高出5.8%
BR
16.6%
10.8%
PEG
两年增速更快
BR
BR
近两年复合增速
BR
10.4%
2.8%
PEG

损益表 — Q2 FY2026 vs Q4 FY2025

指标
BR
BR
PEG
PEG
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
BR
PEG
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
BR
PEG
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
BR
PEG
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
BR
PEG
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
BR
PEG
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
BR
PEG
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
BR
BR
PEG
PEG
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
BR
PEG
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
BR
PEG
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
BR
PEG
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
BR
PEG
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
BR
PEG
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
BR
BR
PEG
PEG
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
BR
PEG
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
BR
PEG
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
BR
PEG
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
BR
PEG
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
BR
PEG
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
BR

Recurring Fee Revenue Investor Communication Solutions$589.5M34%
Recurring Fee Revenue Capital Markets$300.9M18%
Recurring Fee Revenue Regulatory$248.7M15%
Recurring Fee Revenue Customer Communications$189.2M11%
Recurring Fee Revenue Wealth And Investment Management$179.7M10%
Recurring Fee Revenue Data Driven Fund Solutions$112.7M7%
Event Driven Revenue Mutual Funds$51.4M3%
Event Driven Revenue Equity And Other$39.2M2%
Global Technology And Operations$7.5M0%

PEG
PEG

PSEG Power Other$1.1B37%
Electric Distribution Contracts$929.0M32%
Gas Distribution Contracts$840.0M29%
Other$71.0M2%

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