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Fidelity National Financial, Inc.(FNF)与Kosmos Energy Ltd.(KOS)财务数据对比。点击上方公司名可切换其他公司
Fidelity National Financial, Inc.的季度营收约是Kosmos Energy Ltd.的1.8倍($544.0M vs $294.6M),Fidelity National Financial, Inc.同比增速更快(10.3% vs -25.9%),过去两年Fidelity National Financial, Inc.的营收复合增速更高(13.7% vs -16.5%)
富达国民金融是美国财富500强企业,主要面向房地产与抵押贷款行业提供产权保险及交割服务,2019年其产权及房地产业务相关年度营收约为84.69亿美元,是全球领先的产权保险服务供应商。
科斯莫斯能源是一家美国上游石油企业,总部位于得克萨斯州达拉斯。公司目前在加纳、赤道几内亚近海以及墨西哥湾开展油气生产与开发业务,在毛里塔尼亚、塞内加尔近海拥有开发项目,还在纳米比亚、圣多美和普林西比、苏里南近海持有勘探许可。
FNF vs KOS — 直观对比
营收规模更大
FNF
是对方的1.8倍
$294.6M
营收增速更快
FNF
高出36.2%
-25.9%
两年增速更快
FNF
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $544.0M | $294.6M |
| 净利润 | $-117.0M | — |
| 毛利率 | — | — |
| 营业利润率 | 82.9% | -125.7% |
| 净利率 | -21.5% | — |
| 营收同比 | 10.3% | -25.9% |
| 净利润同比 | -126.0% | — |
| 每股收益(稀释后) | $-0.44 | $-0.80 |
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
FNF
KOS
| Q4 25 | $544.0M | $294.6M | ||
| Q3 25 | $553.0M | $311.0M | ||
| Q2 25 | $547.0M | $392.6M | ||
| Q1 25 | $455.0M | $290.1M | ||
| Q4 24 | $493.0M | $397.6M | ||
| Q3 24 | $506.0M | $407.8M | ||
| Q2 24 | $504.0M | $447.8M | ||
| Q1 24 | $421.0M | $422.3M |
净利润
FNF
KOS
| Q4 25 | $-117.0M | — | ||
| Q3 25 | $358.0M | $-124.3M | ||
| Q2 25 | $278.0M | $-87.7M | ||
| Q1 25 | $83.0M | $-110.6M | ||
| Q4 24 | $450.0M | — | ||
| Q3 24 | $266.0M | $45.0M | ||
| Q2 24 | $306.0M | $59.8M | ||
| Q1 24 | $248.0M | $91.7M |
营业利润率
FNF
KOS
| Q4 25 | 82.9% | -125.7% | ||
| Q3 25 | 81.9% | -34.2% | ||
| Q2 25 | 69.8% | -16.2% | ||
| Q1 25 | 24.4% | -32.4% | ||
| Q4 24 | — | -8.5% | ||
| Q3 24 | 61.9% | 26.1% | ||
| Q2 24 | 90.9% | 30.2% | ||
| Q1 24 | 78.6% | 33.6% |
净利率
FNF
KOS
| Q4 25 | -21.5% | — | ||
| Q3 25 | 64.7% | -40.0% | ||
| Q2 25 | 50.8% | -22.3% | ||
| Q1 25 | 18.2% | -38.1% | ||
| Q4 24 | 91.3% | — | ||
| Q3 24 | 52.6% | 11.0% | ||
| Q2 24 | 60.7% | 13.3% | ||
| Q1 24 | 58.9% | 21.7% |
每股收益(稀释后)
FNF
KOS
| Q4 25 | $-0.44 | $-0.80 | ||
| Q3 25 | $1.33 | $-0.26 | ||
| Q2 25 | $1.02 | $-0.18 | ||
| Q1 25 | $0.30 | $-0.23 | ||
| Q4 24 | $1.65 | $0.00 | ||
| Q3 24 | $0.97 | $0.09 | ||
| Q2 24 | $1.12 | $0.12 | ||
| Q1 24 | $0.91 | $0.19 |
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 | $2.6B | $91.5M |
| 总债务越低越好 | $4.4B | $3.1B |
| 股东权益账面价值 | $7.4B | $528.6M |
| 总资产 | $109.0B | $4.7B |
| 负债/权益比越低杠杆越低 | 0.59× | 5.78× |
8季度趋势,按日历期对齐
现金及短期投资
FNF
KOS
| Q4 25 | $2.6B | $91.5M | ||
| Q3 25 | $3.5B | $64.0M | ||
| Q2 25 | $3.3B | $51.7M | ||
| Q1 25 | $4.5B | $49.8M | ||
| Q4 24 | $3.5B | $85.0M | ||
| Q3 24 | $5.0B | $51.6M | ||
| Q2 24 | $4.9B | $173.8M | ||
| Q1 24 | $3.5B | $254.3M |
总债务
FNF
KOS
| Q4 25 | $4.4B | $3.1B | ||
| Q3 25 | $4.4B | $3.0B | ||
| Q2 25 | $4.4B | $2.9B | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.3B | $2.7B | ||
| Q3 24 | $4.2B | — | ||
| Q2 24 | $4.2B | — | ||
| Q1 24 | $3.9B | — |
股东权益
FNF
KOS
| Q4 25 | $7.4B | $528.6M | ||
| Q3 25 | $8.4B | $898.8M | ||
| Q2 25 | $7.9B | $1.0B | ||
| Q1 25 | $7.9B | $1.1B | ||
| Q4 24 | $7.8B | $1.2B | ||
| Q3 24 | $8.1B | $1.2B | ||
| Q2 24 | $7.3B | $1.1B | ||
| Q1 24 | $7.1B | $1.1B |
总资产
FNF
KOS
| Q4 25 | $109.0B | $4.7B | ||
| Q3 25 | $106.6B | $5.1B | ||
| Q2 25 | $102.3B | $5.2B | ||
| Q1 25 | $98.2B | $5.3B | ||
| Q4 24 | $95.4B | $5.3B | ||
| Q3 24 | $94.7B | $5.5B | ||
| Q2 24 | $88.8B | $5.4B | ||
| Q1 24 | $84.5B | $5.4B |
负债/权益比
FNF
KOS
| Q4 25 | 0.59× | 5.78× | ||
| Q3 25 | 0.53× | 3.31× | ||
| Q2 25 | 0.56× | 2.80× | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.56× | 2.29× | ||
| Q3 24 | 0.52× | — | ||
| Q2 24 | 0.58× | — | ||
| Q1 24 | 0.55× | — |
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 | $1.5B | $35.3M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
FNF
KOS
| Q4 25 | $1.5B | $35.3M | ||
| Q3 25 | $1.3B | $-27.6M | ||
| Q2 25 | $1.9B | $127.2M | ||
| Q1 25 | $1.1B | $-888.0K | ||
| Q4 24 | $1.5B | $175.7M | ||
| Q3 24 | $2.4B | $6.3M | ||
| Q2 24 | $1.4B | $223.7M | ||
| Q1 24 | $1.6B | $272.6M |
现金转化率
FNF
KOS
| Q4 25 | — | — | ||
| Q3 25 | 3.66× | — | ||
| Q2 25 | 6.82× | — | ||
| Q1 25 | 13.43× | — | ||
| Q4 24 | 3.32× | — | ||
| Q3 24 | 8.89× | 0.14× | ||
| Q2 24 | 4.45× | 3.74× | ||
| Q1 24 | 6.42× | 2.97× |
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
FNF
| Escrow Fees | $241.0M | 44% |
| Other Title Related Fees And Income | $182.0M | 33% |
| Service Link Excluding Title Premiums Escrow Fees And Subservicing Fees | $87.0M | 16% |
| Insurance Contracts Home Warranty | $31.0M | 6% |
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |