vs
DigitalBridge Group, Inc.(DBRG)与P10, Inc.(PX)财务数据对比。点击上方公司名可切换其他公司
DigitalBridge Group, Inc.的季度营收约是P10, Inc.的1.3倍($105.7M vs $81.0M),DigitalBridge Group, Inc.净利率更高(61.5% vs 11.7%,领先49.9%),DigitalBridge Group, Inc.同比增速更快(4.1% vs -4.7%),DigitalBridge Group, Inc.自由现金流更多($258.0M vs $18.1M),过去两年DigitalBridge Group, Inc.的营收复合增速更高(19.2% vs 10.7%)
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。
P10, Inc.是一家全球另类资产管理公司,提供涵盖私募股权、私募信贷、实物资产、风险投资的多元化投资解决方案,主要服务北美、欧洲、亚太市场的养老基金、捐赠基金、基金会及高净值个人等客户群体。
DBRG vs PX — 直观对比
营收规模更大
DBRG
是对方的1.3倍
$81.0M
营收增速更快
DBRG
高出8.8%
-4.7%
净利率更高
DBRG
高出49.9%
11.7%
自由现金流更多
DBRG
多$239.9M
$18.1M
两年增速更快
DBRG
近两年复合增速
10.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $105.7M | $81.0M |
| 净利润 | $65.1M | $9.5M |
| 毛利率 | — | — |
| 营业利润率 | — | 31.9% |
| 净利率 | 61.5% | 11.7% |
| 营收同比 | 4.1% | -4.7% |
| 净利润同比 | — | 79.0% |
| 每股收益(稀释后) | $0.28 | $0.08 |
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
DBRG
PX
| Q4 25 | $105.7M | $81.0M | ||
| Q3 25 | $93.3M | $75.9M | ||
| Q2 25 | $85.3M | $72.7M | ||
| Q1 25 | $90.1M | $67.7M | ||
| Q4 24 | $101.6M | $85.0M | ||
| Q3 24 | $76.6M | $74.2M | ||
| Q2 24 | $390.3M | $71.1M | ||
| Q1 24 | $74.4M | $66.1M |
净利润
DBRG
PX
| Q4 25 | $65.1M | $9.5M | ||
| Q3 25 | $31.4M | $2.1M | ||
| Q2 25 | $31.6M | $3.4M | ||
| Q1 25 | $13.8M | $4.5M | ||
| Q4 24 | — | $5.3M | ||
| Q3 24 | $13.8M | $1.4M | ||
| Q2 24 | $91.4M | $7.0M | ||
| Q1 24 | $-29.6M | $5.0M |
营业利润率
DBRG
PX
| Q4 25 | — | 31.9% | ||
| Q3 25 | -13.9% | 14.1% | ||
| Q2 25 | -31.2% | 24.4% | ||
| Q1 25 | -11.5% | 16.6% | ||
| Q4 24 | 5.7% | 26.9% | ||
| Q3 24 | 62.4% | 11.9% | ||
| Q2 24 | 33.5% | 23.7% | ||
| Q1 24 | -20.7% | 18.3% |
净利率
DBRG
PX
| Q4 25 | 61.5% | 11.7% | ||
| Q3 25 | 33.7% | 2.8% | ||
| Q2 25 | 37.1% | 4.7% | ||
| Q1 25 | 15.3% | 6.7% | ||
| Q4 24 | — | 6.2% | ||
| Q3 24 | 18.0% | 1.9% | ||
| Q2 24 | 23.4% | 9.8% | ||
| Q1 24 | -39.8% | 7.6% |
每股收益(稀释后)
DBRG
PX
| Q4 25 | $0.28 | $0.08 | ||
| Q3 25 | $0.09 | $0.02 | ||
| Q2 25 | $0.10 | $0.03 | ||
| Q1 25 | $-0.01 | $0.04 | ||
| Q4 24 | — | $0.05 | ||
| Q3 24 | $-0.01 | $0.01 | ||
| 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 | $28.2M |
| 总债务越低越好 | $298.8M | $373.2M |
| 股东权益账面价值 | $2.1B | $403.5M |
| 总资产 | $3.4B | $928.3M |
| 负债/权益比越低杠杆越低 | 0.14× | 0.93× |
8季度趋势,按日历期对齐
现金及短期投资
DBRG
PX
| Q4 25 | $382.5M | $28.2M | ||
| Q3 25 | $358.4M | $40.0M | ||
| Q2 25 | $340.7M | $33.4M | ||
| Q1 25 | $349.9M | $74.4M | ||
| Q4 24 | $302.2M | $67.5M | ||
| Q3 24 | $294.4M | $61.5M | ||
| Q2 24 | $261.2M | $31.2M | ||
| Q1 24 | $247.4M | $29.0M |
总债务
DBRG
PX
| Q4 25 | $298.8M | $373.2M | ||
| Q3 25 | $327.9M | $393.4M | ||
| Q2 25 | $298.0M | $373.0M | ||
| Q1 25 | $296.9M | $357.2M | ||
| Q4 24 | $296.4M | $319.8M | ||
| Q3 24 | $295.8M | $319.4M | ||
| Q2 24 | $295.3M | $300.6M | ||
| Q1 24 | $366.5M | $314.0M |
股东权益
DBRG
PX
| Q4 25 | $2.1B | $403.5M | ||
| Q3 25 | $2.1B | $396.8M | ||
| Q2 25 | $2.0B | $388.9M | ||
| Q1 25 | $2.0B | $374.3M | ||
| Q4 24 | $2.0B | $386.9M | ||
| Q3 24 | $2.0B | $394.1M | ||
| Q2 24 | $2.0B | $396.9M | ||
| Q1 24 | $1.8B | $400.1M |
总资产
DBRG
PX
| Q4 25 | $3.4B | $928.3M | ||
| Q3 25 | $3.5B | $936.0M | ||
| Q2 25 | $3.4B | $932.2M | ||
| Q1 25 | $3.4B | $877.4M | ||
| Q4 24 | $3.5B | $869.3M | ||
| Q3 24 | $3.5B | $857.0M | ||
| Q2 24 | $3.5B | $823.2M | ||
| Q1 24 | $3.5B | $832.8M |
负债/权益比
DBRG
PX
| Q4 25 | 0.14× | 0.93× | ||
| Q3 25 | 0.16× | 0.99× | ||
| Q2 25 | 0.15× | 0.96× | ||
| Q1 25 | 0.15× | 0.95× | ||
| Q4 24 | 0.15× | 0.83× | ||
| Q3 24 | 0.15× | 0.81× | ||
| Q2 24 | 0.15× | 0.76× | ||
| Q1 24 | 0.20× | 0.78× |
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 | $23.0M |
| 自由现金流经营现金流 - 资本支出 | $258.0M | $18.1M |
| 自由现金流率自由现金流/营收 | 244.0% | 22.3% |
| 资本支出强度资本支出/营收 | 1.3% | 6.0% |
| 现金转化率经营现金流/净利润 | 3.99× | 2.43× |
| 过去12个月自由现金流最近4个季度 | $440.5M | $14.1M |
8季度趋势,按日历期对齐
经营现金流
DBRG
PX
| Q4 25 | $259.3M | $23.0M | ||
| Q3 25 | $56.5M | $-8.6M | ||
| Q2 25 | $77.0M | $13.4M | ||
| Q1 25 | $50.3M | $-4.7M | ||
| Q4 24 | $60.1M | $101.0M | ||
| Q3 24 | $35.9M | $27.5M | ||
| Q2 24 | $22.5M | $34.8M | ||
| Q1 24 | $-27.0M | $11.0M |
自由现金流
DBRG
PX
| Q4 25 | $258.0M | $18.1M | ||
| Q3 25 | $56.1M | $-9.5M | ||
| Q2 25 | $76.4M | $11.6M | ||
| Q1 25 | $50.0M | $-6.0M | ||
| Q4 24 | $56.5M | $96.6M | ||
| Q3 24 | — | $25.2M | ||
| Q2 24 | $22.3M | $33.9M | ||
| Q1 24 | $-30.1M | $10.7M |
自由现金流率
DBRG
PX
| Q4 25 | 244.0% | 22.3% | ||
| Q3 25 | 60.2% | -12.6% | ||
| Q2 25 | 89.5% | 15.9% | ||
| Q1 25 | 55.5% | -8.9% | ||
| Q4 24 | 55.7% | 113.6% | ||
| Q3 24 | — | 34.0% | ||
| Q2 24 | 5.7% | 47.7% | ||
| Q1 24 | -40.4% | 16.2% |
资本支出强度
DBRG
PX
| Q4 25 | 1.3% | 6.0% | ||
| Q3 25 | 0.4% | 1.2% | ||
| Q2 25 | 0.7% | 2.5% | ||
| Q1 25 | 0.3% | 1.9% | ||
| Q4 24 | 3.5% | 5.2% | ||
| Q3 24 | 0.0% | 3.0% | ||
| Q2 24 | 0.1% | 1.3% | ||
| Q1 24 | 4.1% | 0.4% |
现金转化率
DBRG
PX
| Q4 25 | 3.99× | 2.43× | ||
| Q3 25 | 1.80× | -4.01× | ||
| Q2 25 | 2.43× | 3.96× | ||
| Q1 25 | 3.65× | -1.05× | ||
| Q4 24 | — | 19.12× | ||
| Q3 24 | 2.61× | 19.54× | ||
| Q2 24 | 0.25× | 4.98× | ||
| Q1 24 | — | 2.18× |
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
PX
| Management Fees | $78.1M | 96% |
| Advisory Fees | $1.8M | 2% |