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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
是对方的1.2倍
$1.6B
营收增速更快
EFX
高出693.5%
3.5%
净利率更高
EFX
高出2.0%
8.4%
两年增速更快
RPM
近两年复合增速
7.4%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 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
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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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
| Verification Services | $571.4M | 35% |
| Online Information Solutions | $448.1M | 27% |
| Other | $381.5M | 23% |
| Employer Services | $116.4M | 7% |
| Asia Pacific | $79.7M | 5% |
| Financial Marketing Services | $51.8M | 3% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |