vs

Equifax(EFX)与RPM INTERNATIONAL INC(RPM)财务数据对比。点击上方公司名可切换其他公司

RPM INTERNATIONAL INC的季度营收约是Equifax的1.2倍($1.9B vs $1.6B),Equifax净利率更高(10.4% vs 8.4%,领先2.0%),Equifax同比增速更快(697.0% vs 3.5%),过去两年RPM INTERNATIONAL INC的营收复合增速更高(12.0% vs 7.4%)

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。

BVS娱乐前身为Saban制作、Saban国际及Saban娱乐,是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立,最初主营音乐制作,后逐步转向电视节目制作发行业务,最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。

EFX vs RPM — 直观对比

营收规模更大
RPM
RPM
是对方的1.2倍
RPM
$1.9B
$1.6B
EFX
营收增速更快
EFX
EFX
高出693.5%
EFX
697.0%
3.5%
RPM
净利率更高
EFX
EFX
高出2.0%
EFX
10.4%
8.4%
RPM
两年增速更快
RPM
RPM
近两年复合增速
RPM
12.0%
7.4%
EFX

损益表 — Q2 FY2026 vs Q2 FY2026

指标
EFX
EFX
RPM
RPM
营收
$1.6B
$1.9B
净利润
$171.5M
$161.2M
毛利率
40.8%
营业利润率
17.4%
11.0%
净利率
10.4%
8.4%
营收同比
697.0%
3.5%
净利润同比
28.9%
-12.0%
每股收益(稀释后)
$120.80
$1.26

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
RPM
RPM
Q2 26
$1.6B
Q4 25
$1.6B
$1.9B
Q3 25
$1.5B
$2.1B
Q2 25
$1.5B
$2.1B
Q1 25
$1.4B
$1.5B
Q4 24
$1.4B
$1.8B
Q3 24
$1.4B
$2.0B
Q2 24
$1.4B
$2.0B
净利润
EFX
EFX
RPM
RPM
Q2 26
$171.5M
Q4 25
$175.7M
$161.2M
Q3 25
$160.2M
$227.6M
Q2 25
$191.3M
$225.8M
Q1 25
$133.1M
$52.0M
Q4 24
$174.0M
$183.2M
Q3 24
$141.3M
$227.7M
Q2 24
$163.9M
$180.6M
毛利率
EFX
EFX
RPM
RPM
Q2 26
Q4 25
40.8%
Q3 25
42.3%
Q2 25
42.4%
Q1 25
38.4%
Q4 24
41.4%
Q3 24
42.5%
Q2 24
41.4%
营业利润率
EFX
EFX
RPM
RPM
Q2 26
17.4%
Q4 25
18.3%
11.0%
Q3 25
17.1%
14.1%
Q2 25
20.2%
11.9%
Q1 25
16.4%
2.8%
Q4 24
20.3%
11.5%
Q3 24
17.1%
14.8%
Q2 24
19.7%
11.9%
净利率
EFX
EFX
RPM
RPM
Q2 26
10.4%
Q4 25
11.3%
8.4%
Q3 25
10.4%
10.8%
Q2 25
12.4%
10.8%
Q1 25
9.2%
3.5%
Q4 24
12.3%
9.9%
Q3 24
9.8%
11.6%
Q2 24
11.5%
9.0%
每股收益(稀释后)
EFX
EFX
RPM
RPM
Q2 26
$120.80
Q4 25
$1.44
$1.26
Q3 25
$1.29
$1.77
Q2 25
$1.53
$1.76
Q1 25
$1.06
$0.40
Q4 24
$1.40
$1.42
Q3 24
$1.13
$1.77
Q2 24
$1.31
$1.40

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
RPM
RPM
现金及短期投资手头流动性
$183.4M
$316.6M
总债务越低越好
$5.3B
$2.5B
股东权益账面价值
$4.6B
$3.1B
总资产
$11.9B
$7.9B
负债/权益比越低杠杆越低
1.16×
0.80×

8季度趋势,按日历期对齐

现金及短期投资
EFX
EFX
RPM
RPM
Q2 26
$183.4M
Q4 25
$180.8M
$316.6M
Q3 25
$189.0M
$297.1M
Q2 25
$189.0M
$302.1M
Q1 25
$195.2M
$241.9M
Q4 24
$169.9M
$268.7M
Q3 24
$468.2M
$231.6M
Q2 24
$181.9M
$237.4M
总债务
EFX
EFX
RPM
RPM
Q2 26
$5.3B
Q4 25
$5.1B
$2.5B
Q3 25
$2.7B
Q2 25
$2.6B
Q1 25
$2.1B
Q4 24
$5.0B
$2.0B
Q3 24
$2.0B
Q2 24
$2.0B
股东权益
EFX
EFX
RPM
RPM
Q2 26
$4.6B
Q4 25
$4.6B
$3.1B
Q3 25
$4.9B
$3.1B
Q2 25
$5.1B
$2.9B
Q1 25
$5.0B
$2.7B
Q4 24
$4.8B
$2.7B
Q3 24
$4.9B
$2.6B
Q2 24
$4.7B
$2.5B
总资产
EFX
EFX
RPM
RPM
Q2 26
$11.9B
Q4 25
$11.9B
$7.9B
Q3 25
$11.8B
$7.9B
Q2 25
$11.9B
$7.8B
Q1 25
$11.9B
$6.6B
Q4 24
$11.8B
$6.7B
Q3 24
$12.3B
$6.6B
Q2 24
$12.2B
$6.6B
负债/权益比
EFX
EFX
RPM
RPM
Q2 26
1.16×
Q4 25
1.11×
0.80×
Q3 25
0.87×
Q2 25
0.91×
Q1 25
0.78×
Q4 24
1.05×
0.74×
Q3 24
0.77×
Q2 24
0.79×

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
RPM
RPM
经营现金流最新季度
$345.7M
自由现金流经营现金流 - 资本支出
$296.4M
自由现金流率自由现金流/营收
15.5%
资本支出强度资本支出/营收
7.3%
2.6%
现金转化率经营现金流/净利润
2.14×
过去12个月自由现金流最近4个季度
$582.9M

8季度趋势,按日历期对齐

经营现金流
EFX
EFX
RPM
RPM
Q2 26
Q4 25
$470.8M
$345.7M
Q3 25
$559.9M
$237.5M
Q2 25
$361.1M
$149.2M
Q1 25
$223.9M
$91.5M
Q4 24
$324.8M
$279.4M
Q3 24
$479.5M
$248.1M
Q2 24
$267.5M
$181.2M
自由现金流
EFX
EFX
RPM
RPM
Q2 26
Q4 25
$340.8M
$296.4M
Q3 25
$437.9M
$175.0M
Q2 25
$238.9M
$78.2M
Q1 25
$116.7M
$33.3M
Q4 24
$205.9M
$229.5M
Q3 24
$355.5M
$197.3M
Q2 24
$130.8M
$105.3M
自由现金流率
EFX
EFX
RPM
RPM
Q2 26
Q4 25
22.0%
15.5%
Q3 25
28.3%
8.3%
Q2 25
15.5%
3.8%
Q1 25
8.1%
2.3%
Q4 24
14.5%
12.4%
Q3 24
24.7%
10.0%
Q2 24
9.1%
5.2%
资本支出强度
EFX
EFX
RPM
RPM
Q2 26
7.3%
Q4 25
8.4%
2.6%
Q3 25
7.9%
3.0%
Q2 25
8.0%
3.4%
Q1 25
7.4%
3.9%
Q4 24
8.4%
2.7%
Q3 24
8.6%
2.6%
Q2 24
9.6%
3.8%
现金转化率
EFX
EFX
RPM
RPM
Q2 26
Q4 25
2.68×
2.14×
Q3 25
3.50×
1.04×
Q2 25
1.89×
0.66×
Q1 25
1.68×
1.76×
Q4 24
1.87×
1.53×
Q3 24
3.39×
1.09×
Q2 24
1.63×
1.00×

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%

RPM
RPM

Construction Products Group Segment$737.4M39%
Consumer Segment$638.6M33%
Performance Coatings Group Segment$533.8M28%

相关对比