vs
Evercore Inc.(EVR)与Mobileye Global Inc.(MBLY)财务数据对比。点击上方公司名可切换其他公司
Mobileye Global Inc.的季度营收约是Evercore Inc.的1.5倍($1.9B vs $1.3B),Evercore Inc.同比增速更快(32.4% vs 27.4%),过去两年Mobileye Global Inc.的营收复合增速更高(109.9% vs 48.9%)
Evercore Inc.(前称Evercore Partners)是1995年由罗杰·奥尔特曼、大卫·奥芬森德、奥斯汀·博伊特纳联合创立的全球独立投资银行咨询机构。成立至今,公司已为总规模超4.7万亿美元的并购、重组交易提供专业咨询服务,在全球投行业务领域拥有较高声誉。
Mobileye Global Inc.注册地为美国,总部位于以色列,是自动驾驶领域的知名企业,专注研发自动驾驶技术与高级驾驶辅助系统(ADAS),产品涵盖摄像头、计算芯片及配套软件。公司2017年被英特尔收购,2022年重新上市。
EVR vs MBLY — 直观对比
营收规模更大
MBLY
是对方的1.5倍
$1.3B
营收增速更快
EVR
高出5.0%
27.4%
两年增速更快
MBLY
近两年复合增速
48.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $1.9B |
| 净利润 | $204.0M | — |
| 毛利率 | — | 14.2% |
| 营业利润率 | 24.2% | — |
| 净利率 | 15.7% | — |
| 营收同比 | 32.4% | 27.4% |
| 净利润同比 | 45.2% | — |
| 每股收益(稀释后) | $4.80 | — |
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
EVR
MBLY
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.3B | $446.0M | ||
| Q3 25 | $1.0B | $504.0M | ||
| Q2 25 | $838.0M | $506.0M | ||
| Q1 25 | $699.0M | $438.0M | ||
| Q4 24 | $979.5M | $490.0M | ||
| Q3 24 | $738.4M | $486.0M | ||
| Q2 24 | $693.4M | $439.0M |
净利润
EVR
MBLY
| Q1 26 | — | — | ||
| Q4 25 | $204.0M | $-127.0M | ||
| Q3 25 | $144.6M | $-96.0M | ||
| Q2 25 | $97.2M | $-67.0M | ||
| Q1 25 | $146.2M | $-102.0M | ||
| Q4 24 | $140.4M | $-71.0M | ||
| Q3 24 | $78.4M | $-2.7B | ||
| Q2 24 | $73.8M | $-86.0M |
毛利率
EVR
MBLY
| Q1 26 | — | 14.2% | ||
| Q4 25 | — | 45.3% | ||
| Q3 25 | — | 48.2% | ||
| Q2 25 | — | 49.8% | ||
| Q1 25 | — | 47.3% | ||
| Q4 24 | — | 49.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | — | 47.6% |
营业利润率
EVR
MBLY
| Q1 26 | — | — | ||
| Q4 25 | 24.2% | -31.4% | ||
| Q3 25 | 20.8% | -21.6% | ||
| Q2 25 | 18.0% | -14.6% | ||
| Q1 25 | 16.0% | -26.7% | ||
| Q4 24 | 21.8% | -17.6% | ||
| Q3 24 | 16.7% | -577.6% | ||
| Q2 24 | 15.9% | -21.4% |
净利率
EVR
MBLY
| Q1 26 | — | — | ||
| Q4 25 | 15.7% | -28.5% | ||
| Q3 25 | 13.8% | -19.0% | ||
| Q2 25 | 11.6% | -13.2% | ||
| Q1 25 | 20.9% | -23.3% | ||
| Q4 24 | 14.3% | -14.5% | ||
| Q3 24 | 10.6% | -558.6% | ||
| Q2 24 | 10.6% | -19.6% |
每股收益(稀释后)
EVR
MBLY
| Q1 26 | — | — | ||
| Q4 25 | $4.80 | $-0.15 | ||
| Q3 25 | $3.41 | $-0.12 | ||
| Q2 25 | $2.36 | $-0.08 | ||
| Q1 25 | $3.48 | $-0.13 | ||
| Q4 24 | $3.32 | $-0.09 | ||
| Q3 24 | $1.86 | $-3.35 | ||
| Q2 24 | $1.81 | $-0.11 |
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 | $3.0B | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $8.2B |
| 总资产 | $5.4B | $8.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
EVR
MBLY
| Q1 26 | — | $1.2B | ||
| Q4 25 | $3.0B | $1.8B | ||
| Q3 25 | $2.4B | $1.7B | ||
| Q2 25 | $1.7B | $1.7B | ||
| Q1 25 | $1.4B | $1.5B | ||
| Q4 24 | $2.4B | $1.4B | ||
| Q3 24 | $1.8B | $1.3B | ||
| Q2 24 | $1.7B | $1.2B |
股东权益
EVR
MBLY
| Q1 26 | — | $8.2B | ||
| Q4 25 | $2.0B | $11.9B | ||
| Q3 25 | $1.8B | $11.9B | ||
| Q2 25 | $1.7B | $12.1B | ||
| Q1 25 | $1.5B | $12.0B | ||
| Q4 24 | $1.7B | $12.1B | ||
| Q3 24 | $1.6B | $12.1B | ||
| Q2 24 | $1.5B | $14.7B |
总资产
EVR
MBLY
| Q1 26 | — | $8.7B | ||
| Q4 25 | $5.4B | $12.5B | ||
| Q3 25 | $4.4B | $12.5B | ||
| Q2 25 | $3.7B | $12.6B | ||
| Q1 25 | $3.3B | $12.5B | ||
| Q4 24 | $4.2B | $12.6B | ||
| Q3 24 | $3.6B | $12.6B | ||
| Q2 24 | $3.3B | $15.3B |
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 | $807.5M | $75.0M |
| 自由现金流经营现金流 - 资本支出 | $798.6M | — |
| 自由现金流率自由现金流/营收 | 61.6% | — |
| 资本支出强度资本支出/营收 | 0.7% | — |
| 现金转化率经营现金流/净利润 | 3.96× | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势,按日历期对齐
经营现金流
EVR
MBLY
| Q1 26 | — | $75.0M | ||
| Q4 25 | $807.5M | $113.0M | ||
| Q3 25 | $560.9M | $167.0M | ||
| Q2 25 | $437.7M | $213.0M | ||
| Q1 25 | $-549.7M | $109.0M | ||
| Q4 24 | $686.4M | $204.0M | ||
| Q3 24 | $234.5M | $126.0M | ||
| Q2 24 | $348.5M | $30.0M |
自由现金流
EVR
MBLY
| Q1 26 | — | — | ||
| Q4 25 | $798.6M | $86.0M | ||
| Q3 25 | $541.5M | $143.0M | ||
| Q2 25 | $411.7M | $199.0M | ||
| Q1 25 | $-569.3M | $95.0M | ||
| Q4 24 | $673.1M | $191.0M | ||
| Q3 24 | $226.6M | $104.0M | ||
| Q2 24 | $340.7M | $6.0M |
自由现金流率
EVR
MBLY
| Q1 26 | — | — | ||
| Q4 25 | 61.6% | 19.3% | ||
| Q3 25 | 51.8% | 28.4% | ||
| Q2 25 | 49.1% | 39.3% | ||
| Q1 25 | -81.4% | 21.7% | ||
| Q4 24 | 68.7% | 39.0% | ||
| Q3 24 | 30.7% | 21.4% | ||
| Q2 24 | 49.1% | 1.4% |
资本支出强度
EVR
MBLY
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 6.1% | ||
| Q3 25 | 1.9% | 4.8% | ||
| Q2 25 | 3.1% | 2.8% | ||
| Q1 25 | 2.8% | 3.2% | ||
| Q4 24 | 1.4% | 2.7% | ||
| Q3 24 | 1.1% | 4.5% | ||
| Q2 24 | 1.1% | 5.5% |
现金转化率
EVR
MBLY
| Q1 26 | — | — | ||
| Q4 25 | 3.96× | — | ||
| Q3 25 | 3.88× | — | ||
| Q2 25 | 4.50× | — | ||
| Q1 25 | -3.76× | — | ||
| Q4 24 | 4.89× | — | ||
| Q3 24 | 2.99× | — | ||
| Q2 24 | 4.72× | — |
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
EVR
| Advisory Fees | $1.1B | 87% |
| Commissions And Related Revenue | $66.5M | 5% |
| Underwriting Fees | $49.5M | 4% |
| Other | $29.6M | 2% |
| Investment Management | $23.2M | 2% |
MBLY
暂无分部数据