vs
Evercore Inc.(EVR)与PVH CORP.(PVH)财务数据对比。点击上方公司名可切换其他公司
PVH CORP.的季度营收约是Evercore Inc.的1.8倍($2.3B vs $1.3B),Evercore Inc.净利率更高(15.7% vs 0.2%,领先15.5%),Evercore Inc.同比增速更快(32.4% vs 1.7%),Evercore Inc.自由现金流更多($798.6M vs $-85.1M)
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。
PVH集团是源自美国的知名服饰企业,前身为Phillips-Van Heusen公司,旗下拥有Tommy Hilfiger、Calvin Klein等标志性时尚品牌,同时还获得Kenneth Cole New York、Michael Kors等品牌的授权经营许可,在全球服饰消费市场拥有广泛影响力。
EVR vs PVH — 直观对比
营收规模更大
PVH
是对方的1.8倍
$1.3B
营收增速更快
EVR
高出30.7%
1.7%
净利率更高
EVR
高出15.5%
0.2%
自由现金流更多
EVR
多$883.7M
$-85.1M
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $2.3B |
| 净利润 | $204.0M | $4.2M |
| 毛利率 | — | 56.3% |
| 营业利润率 | 24.2% | 7.9% |
| 净利率 | 15.7% | 0.2% |
| 营收同比 | 32.4% | 1.7% |
| 净利润同比 | 45.2% | -96.8% |
| 每股收益(稀释后) | $4.80 | $0.09 |
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
PVH
| Q4 25 | $1.3B | $2.3B | ||
| Q3 25 | $1.0B | $2.2B | ||
| Q2 25 | $838.0M | $2.0B | ||
| Q1 25 | $699.0M | — | ||
| Q4 24 | $979.5M | — | ||
| Q3 24 | $738.4M | — | ||
| Q2 24 | $693.4M | — | ||
| Q1 24 | $585.0M | — |
净利润
EVR
PVH
| Q4 25 | $204.0M | $4.2M | ||
| Q3 25 | $144.6M | $224.2M | ||
| Q2 25 | $97.2M | $-44.8M | ||
| Q1 25 | $146.2M | — | ||
| Q4 24 | $140.4M | — | ||
| Q3 24 | $78.4M | — | ||
| Q2 24 | $73.8M | — | ||
| Q1 24 | $85.7M | — |
毛利率
EVR
PVH
| Q4 25 | — | 56.3% | ||
| Q3 25 | — | 57.7% | ||
| Q2 25 | — | 58.6% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率
EVR
PVH
| Q4 25 | 24.2% | 7.9% | ||
| Q3 25 | 20.8% | 6.1% | ||
| Q2 25 | 18.0% | -16.7% | ||
| Q1 25 | 16.0% | — | ||
| Q4 24 | 21.8% | — | ||
| Q3 24 | 16.7% | — | ||
| Q2 24 | 15.9% | — | ||
| Q1 24 | 14.8% | — |
净利率
EVR
PVH
| Q4 25 | 15.7% | 0.2% | ||
| Q3 25 | 13.8% | 10.3% | ||
| Q2 25 | 11.6% | -2.3% | ||
| Q1 25 | 20.9% | — | ||
| Q4 24 | 14.3% | — | ||
| Q3 24 | 10.6% | — | ||
| Q2 24 | 10.6% | — | ||
| Q1 24 | 14.6% | — |
每股收益(稀释后)
EVR
PVH
| Q4 25 | $4.80 | $0.09 | ||
| Q3 25 | $3.41 | $4.63 | ||
| Q2 25 | $2.36 | $-0.88 | ||
| Q1 25 | $3.48 | — | ||
| Q4 24 | $3.32 | — | ||
| Q3 24 | $1.86 | — | ||
| Q2 24 | $1.81 | — | ||
| Q1 24 | $2.09 | — |
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 | $158.2M |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | $2.0B | $4.9B |
| 总资产 | $5.4B | $11.4B |
| 负债/权益比越低杠杆越低 | — | 0.46× |
8季度趋势,按日历期对齐
现金及短期投资
EVR
PVH
| Q4 25 | $3.0B | $158.2M | ||
| Q3 25 | $2.4B | $248.8M | ||
| Q2 25 | $1.7B | $191.0M | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.7B | — | ||
| Q1 24 | $1.4B | — |
总债务
EVR
PVH
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
EVR
PVH
| Q4 25 | $2.0B | $4.9B | ||
| Q3 25 | $1.8B | $4.9B | ||
| Q2 25 | $1.7B | $4.6B | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.4B | — |
总资产
EVR
PVH
| Q4 25 | $5.4B | $11.4B | ||
| Q3 25 | $4.4B | $11.6B | ||
| Q2 25 | $3.7B | $10.7B | ||
| Q1 25 | $3.3B | — | ||
| Q4 24 | $4.2B | — | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.3B | — | ||
| Q1 24 | $3.0B | — |
负债/权益比
EVR
PVH
| Q4 25 | — | 0.46× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.48× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-44.5M |
| 自由现金流经营现金流 - 资本支出 | $798.6M | $-85.1M |
| 自由现金流率自由现金流/营收 | 61.6% | -3.7% |
| 资本支出强度资本支出/营收 | 0.7% | 1.8% |
| 现金转化率经营现金流/净利润 | 3.96× | -10.60× |
| 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
PVH
| Q4 25 | $807.5M | $-44.5M | ||
| Q3 25 | $560.9M | $213.1M | ||
| Q2 25 | $437.7M | $-71.4M | ||
| Q1 25 | $-549.7M | — | ||
| Q4 24 | $686.4M | — | ||
| Q3 24 | $234.5M | — | ||
| Q2 24 | $348.5M | — | ||
| Q1 24 | $-281.2M | — |
自由现金流
EVR
PVH
| Q4 25 | $798.6M | $-85.1M | ||
| Q3 25 | $541.5M | $181.9M | ||
| Q2 25 | $411.7M | $-98.1M | ||
| Q1 25 | $-569.3M | — | ||
| Q4 24 | $673.1M | — | ||
| Q3 24 | $226.6M | — | ||
| Q2 24 | $340.7M | — | ||
| Q1 24 | $-282.3M | — |
自由现金流率
EVR
PVH
| Q4 25 | 61.6% | -3.7% | ||
| Q3 25 | 51.8% | 8.4% | ||
| Q2 25 | 49.1% | -4.9% | ||
| Q1 25 | -81.4% | — | ||
| Q4 24 | 68.7% | — | ||
| Q3 24 | 30.7% | — | ||
| Q2 24 | 49.1% | — | ||
| Q1 24 | -48.3% | — |
资本支出强度
EVR
PVH
| Q4 25 | 0.7% | 1.8% | ||
| Q3 25 | 1.9% | 1.4% | ||
| Q2 25 | 3.1% | 1.3% | ||
| Q1 25 | 2.8% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 1.1% | — | ||
| Q2 24 | 1.1% | — | ||
| Q1 24 | 0.2% | — |
现金转化率
EVR
PVH
| Q4 25 | 3.96× | -10.60× | ||
| Q3 25 | 3.88× | 0.95× | ||
| Q2 25 | 4.50× | — | ||
| Q1 25 | -3.76× | — | ||
| Q4 24 | 4.89× | — | ||
| Q3 24 | 2.99× | — | ||
| Q2 24 | 4.72× | — | ||
| Q1 24 | -3.28× | — |
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% |
PVH
| Sales Channel Salesto Wholesale Customers | $1.0B | 44% |
| Sales Channel Sales To Owned And Operated Retail Customers | $868.0M | 38% |
| Sales Channel Sales To Owned And Operated Digital Retail Customers | $186.6M | 8% |
| Licensing | $99.5M | 4% |
| Other | $75.8M | 3% |
| Heritage Brands | $51.3M | 2% |