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Cohen & Co Inc.(COHN)与SEI INVESTMENTS CO(SEIC)财务数据对比。点击上方公司名可切换其他公司
SEI INVESTMENTS CO的季度营收约是Cohen & Co Inc.的6.1倍($622.2M vs $102.7M)。Cohen & Co Inc.同比增速更快(454.1% vs 13.0%)。过去两年Cohen & Co Inc.的营收复合增速更高(135.3% vs 9.5%)
科恩父子公司是一家总部位于伦敦商业路的废金属贸易商,由乔治·亨利·科恩于1834年创立,最初名为乔治·科恩公司,1883年创始人之子迈克尔·科恩入职后更名为现名。一战结束后,公司拿下多份大型合同,负责处理包括40万吨烈性炸药及炮弹在内的剩余军火。
SEI Investments是一家总部位于美国宾夕法尼亚州奥克斯的金融服务企业,服务对象涵盖机构、私人银行、投资顾问、资产管理机构及私人客户。集团通过旗下子公司及参股合作主体,管理、咨询或受托运营规模达1万亿美元的资产,覆盖对冲基金、私募股权、共同基金及各类集合或独立管理资产品类。
COHN vs SEIC — 直观对比
营收规模更大
SEIC
是对方的6.1倍
$102.7M
营收增速更快
COHN
高出441.1%
13.0%
两年增速更快
COHN
近两年复合增速
9.5%
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $102.7M | $622.2M |
| 净利润 | — | $174.5M |
| 毛利率 | — | — |
| 营业利润率 | 29.2% | 30.5% |
| 净利率 | — | 28.0% |
| 营收同比 | 454.1% | 13.0% |
| 净利润同比 | — | 15.0% |
| 每股收益(稀释后) | $0.77 | $1.40 |
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
COHN
SEIC
| Q1 26 | — | $622.2M | ||
| Q4 25 | $102.7M | $607.9M | ||
| Q3 25 | $84.2M | $578.5M | ||
| Q2 25 | $59.9M | $559.6M | ||
| Q1 25 | $28.7M | $551.3M | ||
| Q4 24 | $18.5M | $557.2M | ||
| Q3 24 | $31.7M | $537.4M | ||
| Q2 24 | $10.8M | $519.0M |
净利润
COHN
SEIC
| Q1 26 | — | $174.5M | ||
| Q4 25 | — | $172.5M | ||
| Q3 25 | $4.6M | $164.2M | ||
| Q2 25 | $1.4M | $227.1M | ||
| Q1 25 | $329.0K | $151.5M | ||
| Q4 24 | — | $155.8M | ||
| Q3 24 | $2.1M | $154.9M | ||
| Q2 24 | $-2.3M | $139.1M |
毛利率
COHN
SEIC
| Q1 26 | — | — | ||
| Q4 25 | — | 36.8% | ||
| Q3 25 | — | 35.0% | ||
| Q2 25 | — | 33.8% | ||
| Q1 25 | — | 34.9% | ||
| Q4 24 | — | 33.1% | ||
| Q3 24 | — | 33.8% | ||
| Q2 24 | — | 32.7% |
营业利润率
COHN
SEIC
| Q1 26 | — | 30.5% | ||
| Q4 25 | 29.2% | 26.6% | ||
| Q3 25 | 25.8% | 27.7% | ||
| Q2 25 | 12.5% | 26.6% | ||
| Q1 25 | 0.4% | 28.5% | ||
| Q4 24 | -29.7% | 26.1% | ||
| Q3 24 | 22.8% | 26.8% | ||
| Q2 24 | -59.0% | 26.3% |
净利率
COHN
SEIC
| Q1 26 | — | 28.0% | ||
| Q4 25 | — | 28.4% | ||
| Q3 25 | 5.5% | 28.4% | ||
| Q2 25 | 2.4% | 40.6% | ||
| Q1 25 | 1.1% | 27.5% | ||
| Q4 24 | — | 28.0% | ||
| Q3 24 | 6.8% | 28.8% | ||
| Q2 24 | -21.8% | 26.8% |
每股收益(稀释后)
COHN
SEIC
| Q1 26 | — | $1.40 | ||
| Q4 25 | $0.77 | $1.38 | ||
| Q3 25 | $2.58 | $1.30 | ||
| Q2 25 | $0.81 | $1.78 | ||
| Q1 25 | $0.19 | $1.17 | ||
| Q4 24 | $-1.20 | $1.18 | ||
| Q3 24 | $1.31 | $1.19 | ||
| Q2 24 | $-1.47 | $1.05 |
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 | $56.8M | $363.1M |
| 总债务越低越好 | $32.9M | $32.4M |
| 股东权益账面价值 | $51.1M | $2.5B |
| 总资产 | $700.6M | $3.3B |
| 负债/权益比越低杠杆越低 | 0.64× | 0.01× |
8季度趋势,按日历期对齐
现金及短期投资
COHN
SEIC
| Q1 26 | — | $363.1M | ||
| Q4 25 | $56.8M | $399.8M | ||
| Q3 25 | $54.7M | — | ||
| Q2 25 | $26.0M | — | ||
| Q1 25 | $14.0M | $710.7M | ||
| Q4 24 | $19.6M | $839.9M | ||
| Q3 24 | $14.3M | $901.1M | ||
| Q2 24 | $9.6M | $768.3M |
总债务
COHN
SEIC
| Q1 26 | — | $32.4M | ||
| Q4 25 | $32.9M | — | ||
| Q3 25 | $32.7M | — | ||
| Q2 25 | $32.6M | — | ||
| Q1 25 | $35.0M | — | ||
| Q4 24 | $34.9M | — | ||
| Q3 24 | $34.9M | — | ||
| Q2 24 | $29.7M | — |
股东权益
COHN
SEIC
| Q1 26 | — | $2.5B | ||
| Q4 25 | $51.1M | $2.4B | ||
| Q3 25 | $47.8M | $2.4B | ||
| Q2 25 | $43.4M | $2.3B | ||
| Q1 25 | $42.0M | $2.3B | ||
| Q4 24 | $41.7M | $2.3B | ||
| Q3 24 | $43.8M | $2.4B | ||
| Q2 24 | $41.7M | $2.2B |
总资产
COHN
SEIC
| Q1 26 | — | $3.3B | ||
| Q4 25 | $700.6M | — | ||
| Q3 25 | $773.9M | — | ||
| Q2 25 | $1.1B | $2.6B | ||
| Q1 25 | $978.0M | $2.6B | ||
| Q4 24 | $971.1M | $2.7B | ||
| Q3 24 | $818.0M | $2.7B | ||
| Q2 24 | $826.0M | $2.5B |
负债/权益比
COHN
SEIC
| Q1 26 | — | 0.01× | ||
| Q4 25 | 0.64× | — | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 0.83× | — | ||
| Q4 24 | 0.84× | — | ||
| Q3 24 | 0.80× | — | ||
| Q2 24 | 0.71× | — |
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 | $-2.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | — |
| 自由现金流率自由现金流/营收 | -2.4% | — |
| 资本支出强度资本支出/营收 | 0.4% | — |
| 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 | $26.1M | — |
8季度趋势,按日历期对齐
经营现金流
COHN
SEIC
| Q1 26 | — | — | ||
| Q4 25 | $-2.1M | $126.4M | ||
| Q3 25 | $22.4M | $238.3M | ||
| Q2 25 | $13.3M | $96.5M | ||
| Q1 25 | $-6.4M | $146.5M | ||
| Q4 24 | $4.4M | $195.3M | ||
| Q3 24 | $4.1M | $200.0M | ||
| Q2 24 | $-4.2M | $114.7M |
自由现金流
COHN
SEIC
| Q1 26 | — | — | ||
| Q4 25 | $-2.5M | $124.8M | ||
| Q3 25 | $22.2M | $229.6M | ||
| Q2 25 | $12.9M | $92.7M | ||
| Q1 25 | $-6.5M | $137.8M | ||
| Q4 24 | $4.0M | $190.2M | ||
| Q3 24 | $3.8M | $193.7M | ||
| Q2 24 | $-4.6M | $107.0M |
自由现金流率
COHN
SEIC
| Q1 26 | — | — | ||
| Q4 25 | -2.4% | 20.5% | ||
| Q3 25 | 26.3% | 39.7% | ||
| Q2 25 | 21.6% | 16.6% | ||
| Q1 25 | -22.7% | 25.0% | ||
| Q4 24 | 21.4% | 34.1% | ||
| Q3 24 | 12.0% | 36.0% | ||
| Q2 24 | -42.4% | 20.6% |
资本支出强度
COHN
SEIC
| Q1 26 | — | — | ||
| Q4 25 | 0.4% | 0.3% | ||
| Q3 25 | 0.3% | 1.5% | ||
| Q2 25 | 0.7% | 0.7% | ||
| Q1 25 | 0.5% | 1.6% | ||
| Q4 24 | 2.5% | 0.9% | ||
| Q3 24 | 1.0% | 1.2% | ||
| Q2 24 | 3.5% | 1.5% |
现金转化率
COHN
SEIC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.73× | ||
| Q3 25 | 4.88× | 1.45× | ||
| Q2 25 | 9.48× | 0.43× | ||
| Q1 25 | -19.37× | 0.97× | ||
| Q4 24 | — | 1.25× | ||
| Q3 24 | 1.91× | 1.29× | ||
| Q2 24 | — | 0.82× |
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
COHN
| Capital Markets | $68.5M | 67% |
| Other | $25.7M | 25% |
| Gestational Repo Business | $5.6M | 5% |
| Asset Management Segment | $2.9M | 3% |
SEIC
暂无分部数据