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安达(CB)与仲量联行(JLL)财务数据对比。点击上方公司名可切换其他公司
安达的季度营收约是仲量联行的2.0倍($15.1B vs $7.6B),安达净利率更高(21.3% vs 5.3%,领先16.0%),仲量联行同比增速更快(11.7% vs 6.3%),过去两年仲量联行的营收复合增速更高(21.9% vs 8.1%)
安达是注册地位于苏黎世的跨国保险集团,在纽约证券交易所上市,为标普500指数成分股。作为全球最大的上市财产及意外伤害保险公司,其业务涵盖财产险、意外险、健康险、再保险、寿险等领域,在全球55个国家和地区及伦敦劳合社市场运营。
仲量联行(JLL)是总部位于美国芝加哥的全球知名房地产服务企业,位列《财富》世界500强第188位,在80个国家设有办事处,面向机构投资者、散户投资者及高净值人群提供全球投资管理服务,同时通过JLL Technologies推出科技产品,旗下PropTech基金JLL Spark主营地产科技领域风险投资。
CB vs JLL — 直观对比
营收规模更大
CB
是对方的2.0倍
$7.6B
营收增速更快
JLL
高出5.4%
6.3%
净利率更高
CB
高出16.0%
5.3%
两年增速更快
JLL
近两年复合增速
8.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $15.1B | $7.6B |
| 净利润 | $3.2B | $401.8M |
| 毛利率 | — | — |
| 营业利润率 | 25.0% | 6.7% |
| 净利率 | 21.3% | 5.3% |
| 营收同比 | 6.3% | 11.7% |
| 净利润同比 | 24.7% | 66.6% |
| 每股收益(稀释后) | $8.05 | $8.33 |
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
CB
JLL
| Q4 25 | $15.1B | $7.6B | ||
| Q3 25 | $16.1B | $6.5B | ||
| Q2 25 | $14.8B | $6.3B | ||
| Q1 25 | $13.4B | $5.7B | ||
| Q4 24 | $14.2B | $6.8B | ||
| Q3 24 | $14.8B | $5.9B | ||
| Q2 24 | $13.8B | $5.6B | ||
| Q1 24 | $12.9B | $5.1B |
净利润
CB
JLL
| Q4 25 | $3.2B | $401.8M | ||
| Q3 25 | $2.8B | $222.4M | ||
| Q2 25 | $3.0B | $110.5M | ||
| Q1 25 | $1.3B | $57.5M | ||
| Q4 24 | $2.6B | $241.2M | ||
| Q3 24 | $2.3B | $155.1M | ||
| Q2 24 | $2.2B | $84.4M | ||
| Q1 24 | $2.1B | $66.1M |
营业利润率
CB
JLL
| Q4 25 | 25.0% | 6.7% | ||
| Q3 25 | 24.1% | 4.2% | ||
| Q2 25 | 25.0% | 3.2% | ||
| Q1 25 | 12.5% | 2.1% | ||
| Q4 24 | 22.0% | 5.5% | ||
| Q3 24 | 20.2% | 3.9% | ||
| Q2 24 | 19.6% | 2.7% | ||
| Q1 24 | 20.4% | 2.2% |
净利率
CB
JLL
| Q4 25 | 21.3% | 5.3% | ||
| Q3 25 | 17.3% | 3.4% | ||
| Q2 25 | 20.0% | 1.8% | ||
| Q1 25 | 10.0% | 1.0% | ||
| Q4 24 | 18.2% | 3.5% | ||
| Q3 24 | 15.7% | 2.6% | ||
| Q2 24 | 16.1% | 1.5% | ||
| Q1 24 | 16.6% | 1.3% |
每股收益(稀释后)
CB
JLL
| Q4 25 | $8.05 | $8.33 | ||
| Q3 25 | $6.99 | $4.61 | ||
| Q2 25 | $7.35 | $2.32 | ||
| Q1 25 | $3.29 | $1.14 | ||
| Q4 24 | $6.31 | $4.98 | ||
| Q3 24 | $5.70 | $3.20 | ||
| Q2 24 | $5.46 | $1.75 | ||
| Q1 24 | $5.23 | $1.37 |
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 | — | $599.1M |
| 总债务越低越好 | $15.7B | — |
| 股东权益账面价值 | $73.8B | $7.5B |
| 总资产 | $272.3B | $17.8B |
| 负债/权益比越低杠杆越低 | 0.21× | — |
8季度趋势,按日历期对齐
现金及短期投资
CB
JLL
| Q4 25 | — | $599.1M | ||
| Q3 25 | — | $428.9M | ||
| Q2 25 | — | $401.4M | ||
| Q1 25 | — | $432.4M | ||
| Q4 24 | — | $416.3M | ||
| Q3 24 | — | $437.8M | ||
| Q2 24 | — | $424.4M | ||
| Q1 24 | — | $396.7M |
总债务
CB
JLL
| Q4 25 | $15.7B | — | ||
| Q3 25 | $15.7B | — | ||
| Q2 25 | $13.5B | — | ||
| Q1 25 | $14.5B | — | ||
| Q4 24 | $14.4B | — | ||
| Q3 24 | $14.6B | — | ||
| Q2 24 | $13.2B | — | ||
| Q1 24 | $13.2B | — |
股东权益
CB
JLL
| Q4 25 | $73.8B | $7.5B | ||
| Q3 25 | $71.9B | $7.2B | ||
| Q2 25 | $69.4B | $7.0B | ||
| Q1 25 | $65.7B | $6.8B | ||
| Q4 24 | $64.0B | $6.8B | ||
| Q3 24 | $65.8B | $6.6B | ||
| Q2 24 | $61.0B | $6.4B | ||
| Q1 24 | $60.5B | $6.3B |
总资产
CB
JLL
| Q4 25 | $272.3B | $17.8B | ||
| Q3 25 | $270.2B | $17.2B | ||
| Q2 25 | $261.6B | $17.3B | ||
| Q1 25 | $251.8B | $16.6B | ||
| Q4 24 | $246.5B | $16.8B | ||
| Q3 24 | $250.6B | $17.8B | ||
| Q2 24 | $238.6B | $15.9B | ||
| Q1 24 | $234.9B | $15.5B |
负债/权益比
CB
JLL
| Q4 25 | 0.21× | — | ||
| Q3 25 | 0.22× | — | ||
| Q2 25 | 0.19× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 0.22× | — | ||
| Q3 24 | 0.22× | — | ||
| Q2 24 | 0.22× | — | ||
| Q1 24 | 0.22× | — |
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 | $4.1B | $1.0B |
| 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 | 1.26× | 2.52× |
| 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
CB
JLL
| Q4 25 | $4.1B | $1.0B | ||
| Q3 25 | $3.6B | $617.1M | ||
| Q2 25 | $3.6B | $332.8M | ||
| Q1 25 | $1.6B | $-767.6M | ||
| Q4 24 | $4.6B | $927.3M | ||
| Q3 24 | $4.3B | $261.6M | ||
| Q2 24 | $4.1B | $273.9M | ||
| Q1 24 | $3.2B | $-677.5M |
现金转化率
CB
JLL
| Q4 25 | 1.26× | 2.52× | ||
| Q3 25 | 1.30× | 2.77× | ||
| Q2 25 | 1.20× | 3.01× | ||
| Q1 25 | 1.18× | -13.35× | ||
| Q4 24 | 1.77× | 3.84× | ||
| Q3 24 | 1.86× | 1.69× | ||
| Q2 24 | 1.83× | 3.25× | ||
| Q1 24 | 1.50× | -10.25× |
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
CB
暂无分部数据
JLL
| Workplace Management | $3.8B | 50% |
| Project Management | $1.1B | 15% |
| Leasing Advisory | $1.0B | 13% |
| Leasing | $964.9M | 13% |
| Property Management | $480.2M | 6% |
| Portfolio Services And Other | $152.1M | 2% |
| Advisory Fees | $98.1M | 1% |
| Loan Servicing | $42.2M | 1% |
| Transaction Fees Other | $16.4M | 0% |