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Evercore Inc.(EVR)与BLUE OWL CAPITAL INC.(OWL)财务数据对比。点击上方公司名可切换其他公司
Evercore Inc.的季度营收约是BLUE OWL CAPITAL INC.的1.7倍($1.3B vs $755.6M)。Evercore Inc.净利率更高(15.7% vs 6.3%,领先9.4%)。Evercore Inc.同比增速更快(32.4% vs 19.7%)。Evercore Inc.自由现金流更多($798.6M vs $359.1M)。过去两年Evercore Inc.的营收复合增速更高(48.9% vs 21.3%)
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。
Blue Owl Capital Inc.是美国另类投资资产管理机构,于纽约证券交易所挂牌上市,股票代码为OWL,总部设在纽约市,在伦敦、迪拜、中国香港等全球多地设有办事处,专注为各类客户提供专业的另类资产管理解决方案。
EVR vs OWL — 直观对比
营收规模更大
EVR
是对方的1.7倍
$755.6M
营收增速更快
EVR
高出12.7%
19.7%
净利率更高
EVR
高出9.4%
6.3%
自由现金流更多
EVR
多$439.5M
$359.1M
两年增速更快
EVR
近两年复合增速
21.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $755.6M |
| 净利润 | $204.0M | $47.7M |
| 毛利率 | — | — |
| 营业利润率 | 24.2% | 22.2% |
| 净利率 | 15.7% | 6.3% |
| 营收同比 | 32.4% | 19.7% |
| 净利润同比 | 45.2% | 129.8% |
| 每股收益(稀释后) | $4.80 | $0.07 |
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
OWL
| Q4 25 | $1.3B | $755.6M | ||
| Q3 25 | $1.0B | $728.0M | ||
| Q2 25 | $838.0M | $703.1M | ||
| Q1 25 | $699.0M | $683.5M | ||
| Q4 24 | $979.5M | $631.4M | ||
| Q3 24 | $738.4M | $600.9M | ||
| Q2 24 | $693.4M | $549.8M | ||
| Q1 24 | $585.0M | $513.3M |
净利润
EVR
OWL
| Q4 25 | $204.0M | $47.7M | ||
| Q3 25 | $144.6M | $6.3M | ||
| Q2 25 | $97.2M | $17.4M | ||
| Q1 25 | $146.2M | $7.4M | ||
| Q4 24 | $140.4M | $20.7M | ||
| Q3 24 | $78.4M | $29.8M | ||
| Q2 24 | $73.8M | $33.9M | ||
| Q1 24 | $85.7M | $25.1M |
营业利润率
EVR
OWL
| Q4 25 | 24.2% | 22.2% | ||
| Q3 25 | 20.8% | 7.6% | ||
| Q2 25 | 18.0% | 12.0% | ||
| Q1 25 | 16.0% | 5.9% | ||
| Q4 24 | 21.8% | 11.7% | ||
| Q3 24 | 16.7% | 18.7% | ||
| Q2 24 | 15.9% | 28.4% | ||
| Q1 24 | 14.8% | 24.7% |
净利率
EVR
OWL
| Q4 25 | 15.7% | 6.3% | ||
| Q3 25 | 13.8% | 0.9% | ||
| Q2 25 | 11.6% | 2.5% | ||
| Q1 25 | 20.9% | 1.1% | ||
| Q4 24 | 14.3% | 3.3% | ||
| Q3 24 | 10.6% | 5.0% | ||
| Q2 24 | 10.6% | 6.2% | ||
| Q1 24 | 14.6% | 4.9% |
每股收益(稀释后)
EVR
OWL
| Q4 25 | $4.80 | $0.07 | ||
| Q3 25 | $3.41 | $0.01 | ||
| Q2 25 | $2.36 | $0.02 | ||
| Q1 25 | $3.48 | $0.00 | ||
| Q4 24 | $3.32 | $0.06 | ||
| Q3 24 | $1.86 | $0.04 | ||
| Q2 24 | $1.81 | $0.06 | ||
| Q1 24 | $2.09 | $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 | $3.0B | $194.5M |
| 总债务越低越好 | — | $3.3B |
| 股东权益账面价值 | $2.0B | $2.2B |
| 总资产 | $5.4B | $12.5B |
| 负债/权益比越低杠杆越低 | — | 1.51× |
8季度趋势,按日历期对齐
现金及短期投资
EVR
OWL
| Q4 25 | $3.0B | $194.5M | ||
| Q3 25 | $2.4B | $137.3M | ||
| Q2 25 | $1.7B | $117.6M | ||
| Q1 25 | $1.4B | $97.6M | ||
| Q4 24 | $2.4B | $152.1M | ||
| Q3 24 | $1.8B | $115.9M | ||
| Q2 24 | $1.7B | $436.8M | ||
| Q1 24 | $1.4B | $155.8M |
总债务
EVR
OWL
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $3.2B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | — | $2.5B | ||
| Q1 24 | — | $2.1B |
股东权益
EVR
OWL
| Q4 25 | $2.0B | $2.2B | ||
| Q3 25 | $1.8B | $2.3B | ||
| Q2 25 | $1.7B | $2.4B | ||
| Q1 25 | $1.5B | $2.3B | ||
| Q4 24 | $1.7B | $2.1B | ||
| Q3 24 | $1.6B | $2.0B | ||
| Q2 24 | $1.5B | $1.7B | ||
| Q1 24 | $1.4B | $1.6B |
总资产
EVR
OWL
| Q4 25 | $5.4B | $12.5B | ||
| Q3 25 | $4.4B | $12.5B | ||
| Q2 25 | $3.7B | $12.3B | ||
| Q1 25 | $3.3B | $12.3B | ||
| Q4 24 | $4.2B | $11.0B | ||
| Q3 24 | $3.6B | $10.8B | ||
| Q2 24 | $3.3B | $9.7B | ||
| Q1 24 | $3.0B | $9.0B |
负债/权益比
EVR
OWL
| Q4 25 | — | 1.51× | ||
| Q3 25 | — | 1.41× | ||
| Q2 25 | — | 1.38× | ||
| Q1 25 | — | 1.37× | ||
| Q4 24 | — | 1.22× | ||
| Q3 24 | — | 1.27× | ||
| Q2 24 | — | 1.41× | ||
| Q1 24 | — | 1.26× |
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 | $382.9M |
| 自由现金流经营现金流 - 资本支出 | $798.6M | $359.1M |
| 自由现金流率自由现金流/营收 | 61.6% | 47.5% |
| 资本支出强度资本支出/营收 | 0.7% | 3.1% |
| 现金转化率经营现金流/净利润 | 3.96× | 8.03× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $1.2B |
8季度趋势,按日历期对齐
经营现金流
EVR
OWL
| Q4 25 | $807.5M | $382.9M | ||
| Q3 25 | $560.9M | $433.1M | ||
| Q2 25 | $437.7M | $422.5M | ||
| Q1 25 | $-549.7M | $17.6M | ||
| Q4 24 | $686.4M | $324.0M | ||
| Q3 24 | $234.5M | $326.0M | ||
| Q2 24 | $348.5M | $302.3M | ||
| Q1 24 | $-281.2M | $47.2M |
自由现金流
EVR
OWL
| Q4 25 | $798.6M | $359.1M | ||
| Q3 25 | $541.5M | $422.5M | ||
| Q2 25 | $411.7M | $412.5M | ||
| Q1 25 | $-569.3M | $4.2M | ||
| Q4 24 | $673.1M | $310.1M | ||
| Q3 24 | $226.6M | $314.8M | ||
| Q2 24 | $340.7M | $269.4M | ||
| Q1 24 | $-282.3M | $41.1M |
自由现金流率
EVR
OWL
| Q4 25 | 61.6% | 47.5% | ||
| Q3 25 | 51.8% | 58.0% | ||
| Q2 25 | 49.1% | 58.7% | ||
| Q1 25 | -81.4% | 0.6% | ||
| Q4 24 | 68.7% | 49.1% | ||
| Q3 24 | 30.7% | 52.4% | ||
| Q2 24 | 49.1% | 49.0% | ||
| Q1 24 | -48.3% | 8.0% |
资本支出强度
EVR
OWL
| Q4 25 | 0.7% | 3.1% | ||
| Q3 25 | 1.9% | 1.5% | ||
| Q2 25 | 3.1% | 1.4% | ||
| Q1 25 | 2.8% | 2.0% | ||
| Q4 24 | 1.4% | 2.2% | ||
| Q3 24 | 1.1% | 1.9% | ||
| Q2 24 | 1.1% | 6.0% | ||
| Q1 24 | 0.2% | 1.2% |
现金转化率
EVR
OWL
| Q4 25 | 3.96× | 8.03× | ||
| Q3 25 | 3.88× | 68.64× | ||
| Q2 25 | 4.50× | 24.25× | ||
| Q1 25 | -3.76× | 2.37× | ||
| Q4 24 | 4.89× | 15.62× | ||
| Q3 24 | 2.99× | 10.94× | ||
| Q2 24 | 4.72× | 8.91× | ||
| Q1 24 | -3.28× | 1.88× |
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% |
OWL
| Credit Platform | $455.0M | 60% |
| GP Strategic Capital Platform | $157.0M | 21% |
| Administrative Service | $87.6M | 12% |
| IPI Partners LLC | $33.8M | 4% |
| Other | $22.2M | 3% |