vs
DigitalBridge Group, Inc.（DBRG）与BLUE OWL CAPITAL INC.（OWL）财务数据对比。点击上方公司名可切换其他公司
BLUE OWL CAPITAL INC.的季度营收约是DigitalBridge Group, Inc.的7.1倍（$755.6M vs $105.7M），DigitalBridge Group, Inc.净利率更高（61.5% vs 6.3%，领先55.2%），BLUE OWL CAPITAL INC.同比增速更快（19.7% vs 4.1%），BLUE OWL CAPITAL INC.自由现金流更多（$359.1M vs $258.0M），过去两年BLUE OWL CAPITAL INC.的营收复合增速更高（21.3% vs 19.2%）
DigitalBridge Group（DBRG）是全球领先的数字基础设施投资企业，核心业务覆盖通信基站、数据中心、光纤网络、小基站及边缘算力设施的投资、持有与运营。公司总部位于美国博卡拉顿，在洛杉矶、纽约、丹佛、伦敦、新加坡多地设有办公点，截至2025年6月，旗下管理资产规模达1060亿美元。
Blue Owl Capital Inc.是美国另类投资资产管理机构，于纽约证券交易所挂牌上市，股票代码为OWL，总部设在纽约市，在伦敦、迪拜、中国香港等全球多地设有办事处，专注为各类客户提供专业的另类资产管理解决方案。
DBRG vs OWL — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $105.7M | $755.6M |
| 净利润 | $65.1M | $47.7M |
| 毛利率 | — | — |
| 营业利润率 | — | 22.2% |
| 净利率 | 61.5% | 6.3% |
| 营收同比 | 4.1% | 19.7% |
| 净利润同比 | — | 129.8% |
| 每股收益（稀释后） | $0.28 | $0.07 |
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
| Q4 25 | $105.7M | $755.6M | ||
| Q3 25 | $93.3M | $728.0M | ||
| Q2 25 | $85.3M | $703.1M | ||
| Q1 25 | $90.1M | $683.5M | ||
| Q4 24 | $101.6M | $631.4M | ||
| Q3 24 | $76.6M | $600.9M | ||
| Q2 24 | $390.3M | $549.8M | ||
| Q1 24 | $74.4M | $513.3M |
| Q4 25 | $65.1M | $47.7M | ||
| Q3 25 | $31.4M | $6.3M | ||
| Q2 25 | $31.6M | $17.4M | ||
| Q1 25 | $13.8M | $7.4M | ||
| Q4 24 | — | $20.7M | ||
| Q3 24 | $13.8M | $29.8M | ||
| Q2 24 | $91.4M | $33.9M | ||
| Q1 24 | $-29.6M | $25.1M |
| Q4 25 | — | 22.2% | ||
| Q3 25 | -13.9% | 7.6% | ||
| Q2 25 | -31.2% | 12.0% | ||
| Q1 25 | -11.5% | 5.9% | ||
| Q4 24 | 5.7% | 11.7% | ||
| Q3 24 | 62.4% | 18.7% | ||
| Q2 24 | 33.5% | 28.4% | ||
| Q1 24 | -20.7% | 24.7% |
| Q4 25 | 61.5% | 6.3% | ||
| Q3 25 | 33.7% | 0.9% | ||
| Q2 25 | 37.1% | 2.5% | ||
| Q1 25 | 15.3% | 1.1% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | 18.0% | 5.0% | ||
| Q2 24 | 23.4% | 6.2% | ||
| Q1 24 | -39.8% | 4.9% |
| Q4 25 | $0.28 | $0.07 | ||
| Q3 25 | $0.09 | $0.01 | ||
| Q2 25 | $0.10 | $0.02 | ||
| Q1 25 | $-0.01 | $0.00 | ||
| Q4 24 | — | $0.06 | ||
| Q3 24 | $-0.01 | $0.04 | ||
| Q2 24 | $0.44 | $0.06 | ||
| Q1 24 | $-0.28 | $0.04 |
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 | $382.5M | $194.5M |
| 总债务越低越好 | $298.8M | $3.3B |
| 股东权益账面价值 | $2.1B | $2.2B |
| 总资产 | $3.4B | $12.5B |
| 负债/权益比越低杠杆越低 | 0.14× | 1.51× |
8季度趋势，按日历期对齐
| Q4 25 | $382.5M | $194.5M | ||
| Q3 25 | $358.4M | $137.3M | ||
| Q2 25 | $340.7M | $117.6M | ||
| Q1 25 | $349.9M | $97.6M | ||
| Q4 24 | $302.2M | $152.1M | ||
| Q3 24 | $294.4M | $115.9M | ||
| Q2 24 | $261.2M | $436.8M | ||
| Q1 24 | $247.4M | $155.8M |
| Q4 25 | $298.8M | $3.3B | ||
| Q3 25 | $327.9M | $3.2B | ||
| Q2 25 | $298.0M | $3.2B | ||
| Q1 25 | $296.9M | $3.2B | ||
| Q4 24 | $296.4M | $2.6B | ||
| Q3 24 | $295.8M | $2.5B | ||
| Q2 24 | $295.3M | $2.5B | ||
| Q1 24 | $366.5M | $2.1B |
| Q4 25 | $2.1B | $2.2B | ||
| Q3 25 | $2.1B | $2.3B | ||
| Q2 25 | $2.0B | $2.4B | ||
| Q1 25 | $2.0B | $2.3B | ||
| Q4 24 | $2.0B | $2.1B | ||
| Q3 24 | $2.0B | $2.0B | ||
| Q2 24 | $2.0B | $1.7B | ||
| Q1 24 | $1.8B | $1.6B |
| Q4 25 | $3.4B | $12.5B | ||
| Q3 25 | $3.5B | $12.5B | ||
| Q2 25 | $3.4B | $12.3B | ||
| Q1 25 | $3.4B | $12.3B | ||
| Q4 24 | $3.5B | $11.0B | ||
| Q3 24 | $3.5B | $10.8B | ||
| Q2 24 | $3.5B | $9.7B | ||
| Q1 24 | $3.5B | $9.0B |
| Q4 25 | 0.14× | 1.51× | ||
| Q3 25 | 0.16× | 1.41× | ||
| Q2 25 | 0.15× | 1.38× | ||
| Q1 25 | 0.15× | 1.37× | ||
| Q4 24 | 0.15× | 1.22× | ||
| Q3 24 | 0.15× | 1.27× | ||
| Q2 24 | 0.15× | 1.41× | ||
| Q1 24 | 0.20× | 1.26× |
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 | $259.3M | $382.9M |
| 自由现金流经营现金流 - 资本支出 | $258.0M | $359.1M |
| 自由现金流率自由现金流/营收 | 244.0% | 47.5% |
| 资本支出强度资本支出/营收 | 1.3% | 3.1% |
| 现金转化率经营现金流/净利润 | 3.99× | 8.03× |
| 过去12个月自由现金流最近4个季度 | $440.5M | $1.2B |
8季度趋势，按日历期对齐
| Q4 25 | $259.3M | $382.9M | ||
| Q3 25 | $56.5M | $433.1M | ||
| Q2 25 | $77.0M | $422.5M | ||
| Q1 25 | $50.3M | $17.6M | ||
| Q4 24 | $60.1M | $324.0M | ||
| Q3 24 | $35.9M | $326.0M | ||
| Q2 24 | $22.5M | $302.3M | ||
| Q1 24 | $-27.0M | $47.2M |
| Q4 25 | $258.0M | $359.1M | ||
| Q3 25 | $56.1M | $422.5M | ||
| Q2 25 | $76.4M | $412.5M | ||
| Q1 25 | $50.0M | $4.2M | ||
| Q4 24 | $56.5M | $310.1M | ||
| Q3 24 | — | $314.8M | ||
| Q2 24 | $22.3M | $269.4M | ||
| Q1 24 | $-30.1M | $41.1M |
| Q4 25 | 244.0% | 47.5% | ||
| Q3 25 | 60.2% | 58.0% | ||
| Q2 25 | 89.5% | 58.7% | ||
| Q1 25 | 55.5% | 0.6% | ||
| Q4 24 | 55.7% | 49.1% | ||
| Q3 24 | — | 52.4% | ||
| Q2 24 | 5.7% | 49.0% | ||
| Q1 24 | -40.4% | 8.0% |
| Q4 25 | 1.3% | 3.1% | ||
| Q3 25 | 0.4% | 1.5% | ||
| Q2 25 | 0.7% | 1.4% | ||
| Q1 25 | 0.3% | 2.0% | ||
| Q4 24 | 3.5% | 2.2% | ||
| Q3 24 | 0.0% | 1.9% | ||
| Q2 24 | 0.1% | 6.0% | ||
| Q1 24 | 4.1% | 1.2% |
| Q4 25 | 3.99× | 8.03× | ||
| Q3 25 | 1.80× | 68.64× | ||
| Q2 25 | 2.43× | 24.25× | ||
| Q1 25 | 3.65× | 2.37× | ||
| Q4 24 | — | 15.62× | ||
| Q3 24 | 2.61× | 10.94× | ||
| Q2 24 | 0.25× | 8.91× | ||
| Q1 24 | — | 1.88× |
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
DBRG
暂无分部数据
OWL
| Credit Platform | $455.0M | 60% |
| GP Strategic Capital Platform | $157.0M | 21% |
| Administrative Service | $87.6M | 12% |
| IPI Partners LLC | $33.8M | 4% |
| Other | $22.2M | 3% |
