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Evercore Inc.（EVR）与Post Holdings, Inc.（POST）财务数据对比。点击上方公司名可切换其他公司
Post Holdings, Inc.的季度营收约是Evercore Inc.的1.7倍（$2.2B vs $1.3B），Evercore Inc.净利率更高（15.7% vs 4.5%，领先11.3%），Evercore Inc.同比增速更快（32.4% vs 10.1%），Evercore Inc.自由现金流更多（$798.6M vs $119.3M），过去两年Evercore Inc.的营收复合增速更高（48.9% vs 4.3%）
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。
Post Holdings, Inc.是美国头部包装消费品食品生产商，旗下拥有知名食品业务板块Post Consumer Brands，总部坐落于明尼苏达州莱克维尔，其生产的食品类快消品覆盖北美及全球多个市场，深受消费者喜爱。
EVR vs POST — 直观对比
营收规模更大
POST
是对方的1.7倍
$1.3B
营收增速更快
EVR
高出22.3%
10.1%
净利率更高
EVR
高出11.3%
4.5%
自由现金流更多
EVR
多$679.3M
$119.3M
两年增速更快
EVR
近两年复合增速
4.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.2B |
| 净利润 | $204.0M | $96.8M |
| 毛利率 | — | 29.4% |
| 营业利润率 | 24.2% | 11.0% |
| 净利率 | 15.7% | 4.5% |
| 营收同比 | 32.4% | 10.1% |
| 净利润同比 | 45.2% | -14.6% |
| 每股收益（稀释后） | $4.80 | $1.71 |
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EVRPOST
| Q4 25 | $1.3B | $2.2B | ||
| Q3 25 | $1.0B | $2.2B | ||
| Q2 25 | $838.0M | $2.0B | ||
| Q1 25 | $699.0M | $2.0B | ||
| Q4 24 | $979.5M | $2.0B | ||
| Q3 24 | $738.4M | $2.0B | ||
| Q2 24 | $693.4M | $1.9B | ||
| Q1 24 | $585.0M | $2.0B |
净利润EVRPOST
| Q4 25 | $204.0M | $96.8M | ||
| Q3 25 | $144.6M | $51.0M | ||
| Q2 25 | $97.2M | $108.8M | ||
| Q1 25 | $146.2M | $62.6M | ||
| Q4 24 | $140.4M | $113.3M | ||
| Q3 24 | $78.4M | $81.6M | ||
| Q2 24 | $73.8M | $99.8M | ||
| Q1 24 | $85.7M | $97.2M |
毛利率EVRPOST
| Q4 25 | — | 29.4% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 28.0% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 29.6% | ||
| Q1 24 | — | 29.0% |
营业利润率EVRPOST
| Q4 25 | 24.2% | 11.0% | ||
| Q3 25 | 20.8% | 7.5% | ||
| Q2 25 | 18.0% | 11.8% | ||
| Q1 25 | 16.0% | 9.3% | ||
| Q4 24 | 21.8% | 10.8% | ||
| Q3 24 | 16.7% | 9.5% | ||
| Q2 24 | 15.9% | 10.4% | ||
| Q1 24 | 14.8% | 9.5% |
净利率EVRPOST
| Q4 25 | 15.7% | 4.5% | ||
| Q3 25 | 13.8% | 2.3% | ||
| Q2 25 | 11.6% | 5.5% | ||
| Q1 25 | 20.9% | 3.2% | ||
| Q4 24 | 14.3% | 5.7% | ||
| Q3 24 | 10.6% | 4.1% | ||
| Q2 24 | 10.6% | 5.1% | ||
| Q1 24 | 14.6% | 4.9% |
每股收益（稀释后）EVRPOST
| Q4 25 | $4.80 | $1.71 | ||
| Q3 25 | $3.41 | $0.91 | ||
| Q2 25 | $2.36 | $1.79 | ||
| Q1 25 | $3.48 | $1.03 | ||
| Q4 24 | $3.32 | $1.78 | ||
| Q3 24 | $1.86 | $1.28 | ||
| Q2 24 | $1.81 | $1.53 | ||
| Q1 24 | $2.09 | $1.48 |
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 | $279.3M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | $2.0B | $3.5B |
| 总资产 | $5.4B | $13.0B |
| 负债/权益比越低杠杆越低 | — | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资EVRPOST
| Q4 25 | $3.0B | $279.3M | ||
| Q3 25 | $2.4B | $176.7M | ||
| Q2 25 | $1.7B | $1.1B | ||
| Q1 25 | $1.4B | $617.6M | ||
| Q4 24 | $2.4B | $872.9M | ||
| Q3 24 | $1.8B | $787.4M | ||
| Q2 24 | $1.7B | $333.8M | ||
| Q1 24 | $1.4B | $333.4M |
总债务EVRPOST
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B | ||
| Q1 24 | — | $6.4B |
股东权益EVRPOST
| Q4 25 | $2.0B | $3.5B | ||
| Q3 25 | $1.8B | $3.8B | ||
| Q2 25 | $1.7B | $4.0B | ||
| Q1 25 | $1.5B | $3.8B | ||
| Q4 24 | $1.7B | $3.9B | ||
| Q3 24 | $1.6B | $4.1B | ||
| Q2 24 | $1.5B | $3.9B | ||
| Q1 24 | $1.4B | $4.0B |
总资产EVRPOST
| Q4 25 | $5.4B | $13.0B | ||
| Q3 25 | $4.4B | $13.5B | ||
| Q2 25 | $3.7B | $13.4B | ||
| Q1 25 | $3.3B | $12.8B | ||
| Q4 24 | $4.2B | $12.8B | ||
| Q3 24 | $3.6B | $12.9B | ||
| Q2 24 | $3.3B | $12.1B | ||
| Q1 24 | $3.0B | $12.2B |
负债/权益比EVRPOST
| Q4 25 | — | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.62× | ||
| Q1 24 | — | 1.61× |
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 | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $798.6M | $119.3M |
| 自由现金流率自由现金流/营收 | 61.6% | 5.5% |
| 资本支出强度资本支出/营收 | 0.7% | 5.4% |
| 现金转化率经营现金流/净利润 | 3.96× | 2.43× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $436.0M |
8季度趋势，按日历期对齐
经营现金流EVRPOST
| Q4 25 | $807.5M | $235.7M | ||
| Q3 25 | $560.9M | $301.3M | ||
| Q2 25 | $437.7M | $225.9M | ||
| Q1 25 | $-549.7M | $160.7M | ||
| Q4 24 | $686.4M | $310.4M | ||
| Q3 24 | $234.5M | $235.4M | ||
| Q2 24 | $348.5M | $272.3M | ||
| Q1 24 | $-281.2M | $249.6M |
自由现金流EVRPOST
| Q4 25 | $798.6M | $119.3M | ||
| Q3 25 | $541.5M | $151.6M | ||
| Q2 25 | $411.7M | $94.9M | ||
| Q1 25 | $-569.3M | $70.2M | ||
| Q4 24 | $673.1M | $171.4M | ||
| Q3 24 | $226.6M | $96.2M | ||
| Q2 24 | $340.7M | $161.5M | ||
| Q1 24 | $-282.3M | $150.9M |
自由现金流率EVRPOST
| Q4 25 | 61.6% | 5.5% | ||
| Q3 25 | 51.8% | 6.7% | ||
| Q2 25 | 49.1% | 4.8% | ||
| Q1 25 | -81.4% | 3.6% | ||
| Q4 24 | 68.7% | 8.7% | ||
| Q3 24 | 30.7% | 4.8% | ||
| Q2 24 | 49.1% | 8.3% | ||
| Q1 24 | -48.3% | 7.5% |
资本支出强度EVRPOST
| Q4 25 | 0.7% | 5.4% | ||
| Q3 25 | 1.9% | 6.7% | ||
| Q2 25 | 3.1% | 6.6% | ||
| Q1 25 | 2.8% | 4.6% | ||
| Q4 24 | 1.4% | 7.0% | ||
| Q3 24 | 1.1% | 6.9% | ||
| Q2 24 | 1.1% | 5.7% | ||
| Q1 24 | 0.2% | 4.9% |
现金转化率EVRPOST
| Q4 25 | 3.96× | 2.43× | ||
| Q3 25 | 3.88× | 5.91× | ||
| Q2 25 | 4.50× | 2.08× | ||
| Q1 25 | -3.76× | 2.57× | ||
| Q4 24 | 4.89× | 2.74× | ||
| Q3 24 | 2.99× | 2.88× | ||
| Q2 24 | 4.72× | 2.73× | ||
| Q1 24 | -3.28× | 2.57× |
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% |
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
