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Equifax(EFX)与新闻集团(NWSA)财务数据对比。点击上方公司名可切换其他公司

新闻集团的季度营收约是Equifax的1.4倍($2.4B vs $1.6B),Equifax净利率更高(10.4% vs 8.2%,领先2.2%),Equifax同比增速更快(697.0% vs 5.5%),过去两年Equifax的营收复合增速更高(7.4% vs -1.3%)

Equifax是总部位于美国佐治亚州亚特兰大的跨国消费信用报告机构,与益博睿、环联并称全球三大消费信用报告机构,在全球范围内收集汇总了超过8亿名个人消费者及8800万家企业的相关信息。

新闻集团是全球知名的媒体集团,旗下拥有报纸、出版、数字媒体等多项媒体业务,在全球传媒领域拥有广泛影响力,专注于为受众提供及时多元的时事资讯与内容服务。

EFX vs NWSA — 直观对比

营收规模更大
NWSA
NWSA
是对方的1.4倍
NWSA
$2.4B
$1.6B
EFX
营收增速更快
EFX
EFX
高出691.4%
EFX
697.0%
5.5%
NWSA
净利率更高
EFX
EFX
高出2.2%
EFX
10.4%
8.2%
NWSA
两年增速更快
EFX
EFX
近两年复合增速
EFX
7.4%
-1.3%
NWSA

损益表 — Q2 FY2026 vs Q2 FY2026

指标
EFX
EFX
NWSA
NWSA
营收
$1.6B
$2.4B
净利润
$171.5M
$193.0M
毛利率
营业利润率
17.4%
净利率
10.4%
8.2%
营收同比
697.0%
5.5%
净利润同比
28.9%
-10.2%
每股收益(稀释后)
$120.80
$0.34

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
EFX
EFX
NWSA
NWSA
Q2 26
$1.6B
Q4 25
$1.6B
$2.4B
Q3 25
$1.5B
$2.1B
Q2 25
$1.5B
$1.6B
Q1 25
$1.4B
$2.0B
Q4 24
$1.4B
$2.2B
Q3 24
$1.4B
$2.6B
Q2 24
$1.4B
$2.6B
净利润
EFX
EFX
NWSA
NWSA
Q2 26
$171.5M
Q4 25
$175.7M
$193.0M
Q3 25
$160.2M
$112.0M
Q2 25
$191.3M
$743.0M
Q1 25
$133.1M
$103.0M
Q4 24
$174.0M
$215.0M
Q3 24
$141.3M
$119.0M
Q2 24
$163.9M
$50.0M
营业利润率
EFX
EFX
NWSA
NWSA
Q2 26
17.4%
Q4 25
18.3%
Q3 25
17.1%
Q2 25
20.2%
8.5%
Q1 25
16.4%
7.5%
Q4 24
20.3%
19.2%
Q3 24
17.1%
7.9%
Q2 24
19.7%
4.3%
净利率
EFX
EFX
NWSA
NWSA
Q2 26
10.4%
Q4 25
11.3%
8.2%
Q3 25
10.4%
5.2%
Q2 25
12.4%
45.6%
Q1 25
9.2%
5.1%
Q4 24
12.3%
9.6%
Q3 24
9.8%
4.6%
Q2 24
11.5%
1.9%
每股收益(稀释后)
EFX
EFX
NWSA
NWSA
Q2 26
$120.80
Q4 25
$1.44
$0.34
Q3 25
$1.29
$0.20
Q2 25
$1.53
$1.30
Q1 25
$1.06
$0.18
Q4 24
$1.40
$0.38
Q3 24
$1.13
$0.21
Q2 24
$1.31
$0.09

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
EFX
EFX
NWSA
NWSA
现金及短期投资手头流动性
$183.4M
$2.1B
总债务越低越好
$5.3B
$2.0B
股东权益账面价值
$4.6B
$8.8B
总资产
$11.9B
$15.5B
负债/权益比越低杠杆越低
1.16×
0.22×

8季度趋势,按日历期对齐

现金及短期投资
EFX
EFX
NWSA
NWSA
Q2 26
$183.4M
Q4 25
$180.8M
$2.1B
Q3 25
$189.0M
$2.2B
Q2 25
$189.0M
$2.4B
Q1 25
$195.2M
$2.1B
Q4 24
$169.9M
$1.8B
Q3 24
$468.2M
$1.8B
Q2 24
$181.9M
$2.0B
总债务
EFX
EFX
NWSA
NWSA
Q2 26
$5.3B
Q4 25
$5.1B
$2.0B
Q3 25
$2.0B
Q2 25
$2.0B
Q1 25
$2.0B
Q4 24
$5.0B
$2.0B
Q3 24
$2.9B
Q2 24
$2.9B
股东权益
EFX
EFX
NWSA
NWSA
Q2 26
$4.6B
Q4 25
$4.6B
$8.8B
Q3 25
$4.9B
$8.7B
Q2 25
$5.1B
$8.8B
Q1 25
$5.0B
$8.2B
Q4 24
$4.8B
$8.1B
Q3 24
$4.9B
$8.3B
Q2 24
$4.7B
$8.1B
总资产
EFX
EFX
NWSA
NWSA
Q2 26
$11.9B
Q4 25
$11.9B
$15.5B
Q3 25
$11.8B
$15.3B
Q2 25
$11.9B
$15.5B
Q1 25
$11.9B
$16.6B
Q4 24
$11.8B
$16.2B
Q3 24
$12.3B
$16.9B
Q2 24
$12.2B
$16.7B
负债/权益比
EFX
EFX
NWSA
NWSA
Q2 26
1.16×
Q4 25
1.11×
0.22×
Q3 25
0.22×
Q2 25
0.22×
Q1 25
0.24×
Q4 24
1.05×
0.24×
Q3 24
0.35×
Q2 24
0.36×

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
EFX
EFX
NWSA
NWSA
经营现金流最新季度
$231.0M
自由现金流经营现金流 - 资本支出
$132.0M
自由现金流率自由现金流/营收
5.6%
资本支出强度资本支出/营收
7.3%
4.2%
现金转化率经营现金流/净利润
1.20×
过去12个月自由现金流最近4个季度
$586.0M

8季度趋势,按日历期对齐

经营现金流
EFX
EFX
NWSA
NWSA
Q2 26
Q4 25
$470.8M
$231.0M
Q3 25
$559.9M
$85.0M
Q2 25
$361.1M
$189.0M
Q1 25
$223.9M
$511.0M
Q4 24
$324.8M
$252.0M
Q3 24
$479.5M
$64.0M
Q2 24
$267.5M
$254.0M
自由现金流
EFX
EFX
NWSA
NWSA
Q2 26
Q4 25
$340.8M
$132.0M
Q3 25
$437.9M
$4.0M
Q2 25
$238.9M
$32.0M
Q1 25
$116.7M
$418.0M
Q4 24
$205.9M
$190.0M
Q3 24
$355.5M
$-31.0M
Q2 24
$130.8M
$111.0M
自由现金流率
EFX
EFX
NWSA
NWSA
Q2 26
Q4 25
22.0%
5.6%
Q3 25
28.3%
0.2%
Q2 25
15.5%
2.0%
Q1 25
8.1%
20.8%
Q4 24
14.5%
8.5%
Q3 24
24.7%
-1.2%
Q2 24
9.1%
4.3%
资本支出强度
EFX
EFX
NWSA
NWSA
Q2 26
7.3%
Q4 25
8.4%
4.2%
Q3 25
7.9%
3.8%
Q2 25
8.0%
9.6%
Q1 25
7.4%
4.6%
Q4 24
8.4%
2.8%
Q3 24
8.6%
3.7%
Q2 24
9.6%
5.5%
现金转化率
EFX
EFX
NWSA
NWSA
Q2 26
Q4 25
2.68×
1.20×
Q3 25
3.50×
0.76×
Q2 25
1.89×
0.25×
Q1 25
1.68×
4.96×
Q4 24
1.87×
1.17×
Q3 24
3.39×
0.54×
Q2 24
1.63×
5.08×

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

EFX
EFX

Verification Services$571.4M35%
Online Information Solutions$448.1M27%
Other$381.5M23%
Employer Services$116.4M7%
Asia Pacific$79.7M5%
Financial Marketing Services$51.8M3%

NWSA
NWSA

Book Publishing Segment$633.0M27%
Consumer$607.0M26%
News And Information Services Segment$570.0M24%
Real Estate$401.0M17%
Other Product Or Service$173.0M7%

相关对比