vs
高盛（GS）与辉瑞（PFE）财务数据对比。点击上方公司名可切换其他公司
高盛的季度营收约是辉瑞的1.2倍（$17.2B vs $14.5B），高盛净利率更高（32.7% vs 18.6%，领先14.1%），高盛同比增速更快（18.6% vs 5.0%），过去两年高盛的营收复合增速更高（10.1% vs 4.3%）
高盛集团是美国跨国投资银行及金融服务提供商，创立于1869年，总部位于纽约市曼哈顿下城，在全球多个国际金融中心设有区域总部。按营收计算，高盛是全球规模最大的投资银行之一，位列美国《财富》500强总营收榜单第55位。
辉瑞是总部位于美国纽约曼哈顿The Spiral的跨国制药及生物技术企业，由德国企业家查尔斯·辉瑞与查尔斯·F·埃尔哈特于1849年在纽约创立，是北美地区历史最悠久的制药企业之一，在全球医药健康领域拥有较高的行业影响力。
GS vs PFE — 直观对比
营收规模更大
GS
是对方的1.2倍
$14.5B
营收增速更快
GS
高出13.6%
5.0%
净利率更高
GS
高出14.1%
18.6%
两年增速更快
GS
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $17.2B | $14.5B |
| 净利润 | $5.6B | $2.7B |
| 毛利率 | — | — |
| 营业利润率 | 39.5% | — |
| 净利率 | 32.7% | 18.6% |
| 营收同比 | 18.6% | 5.0% |
| 净利润同比 | 18.8% | — |
| 每股收益（稀释后） | — | $0.47 |
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GSPFE
| Q1 26 | $17.2B | $14.5B | ||
| Q4 25 | $13.5B | $17.6B | ||
| Q3 25 | $15.2B | $16.7B | ||
| Q2 25 | $14.6B | $14.7B | ||
| Q1 25 | $15.1B | $13.7B | ||
| Q4 24 | — | $17.8B | ||
| Q3 24 | $12.7B | $17.7B | ||
| Q2 24 | $12.7B | $13.3B |
净利润GSPFE
| Q1 26 | $5.6B | $2.7B | ||
| Q4 25 | $4.6B | $-1.6B | ||
| Q3 25 | $4.1B | $3.5B | ||
| Q2 25 | $3.7B | $2.9B | ||
| Q1 25 | $4.7B | $3.0B | ||
| Q4 24 | — | $410.0M | ||
| Q3 24 | $3.0B | $4.5B | ||
| Q2 24 | $3.0B | $41.0M |
毛利率GSPFE
| Q1 26 | — | — | ||
| Q4 25 | — | 70.0% | ||
| Q3 25 | — | 74.9% | ||
| Q2 25 | — | 74.2% | ||
| Q1 25 | — | 79.3% | ||
| Q4 24 | — | 66.7% | ||
| Q3 24 | — | 70.3% | ||
| Q2 24 | — | 75.2% |
营业利润率GSPFE
| Q1 26 | 39.5% | — | ||
| Q4 25 | 43.5% | -9.4% | ||
| Q3 25 | 35.5% | 20.0% | ||
| Q2 25 | 34.0% | 20.8% | ||
| Q1 25 | 37.5% | 20.3% | ||
| Q4 24 | — | -0.1% | ||
| Q3 24 | 31.4% | 26.6% | ||
| Q2 24 | 30.8% | -0.8% |
净利率GSPFE
| Q1 26 | 32.7% | 18.6% | ||
| Q4 25 | 34.3% | -9.4% | ||
| Q3 25 | 27.0% | 21.3% | ||
| Q2 25 | 25.5% | 19.9% | ||
| Q1 25 | 31.5% | 21.6% | ||
| Q4 24 | — | 2.3% | ||
| Q3 24 | 23.5% | 25.2% | ||
| Q2 24 | 23.9% | 0.3% |
每股收益（稀释后）GSPFE
| Q1 26 | — | $0.47 | ||
| Q4 25 | $14.04 | $-0.29 | ||
| Q3 25 | $12.25 | $0.62 | ||
| Q2 25 | $10.91 | $0.51 | ||
| Q1 25 | $14.12 | $0.52 | ||
| Q4 24 | — | $0.07 | ||
| Q3 24 | $8.40 | $0.78 | ||
| Q2 24 | $8.62 | $0.01 |
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 | $179.0B | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $123.0B | — |
| 总资产 | $2062.0B | — |
| 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GSPFE
| Q1 26 | $179.0B | — | ||
| Q4 25 | $164.3B | $1.1B | ||
| Q3 25 | $169.6B | $1.3B | ||
| Q2 25 | $153.0B | $1.6B | ||
| Q1 25 | $167.4B | $1.4B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | $154.7B | $1.1B | ||
| Q2 24 | $206.3B | $1.1B |
股东权益GSPFE
| Q1 26 | $123.0B | — | ||
| Q4 25 | $125.0B | $86.5B | ||
| Q3 25 | $124.4B | $92.8B | ||
| Q2 25 | $124.1B | $88.7B | ||
| Q1 25 | $124.3B | $90.3B | ||
| Q4 24 | — | $88.2B | ||
| Q3 24 | $121.2B | $92.3B | ||
| Q2 24 | $119.5B | $87.7B |
总资产GSPFE
| Q1 26 | $2062.0B | — | ||
| Q4 25 | $1809.3B | $208.2B | ||
| Q3 25 | $1808.0B | $208.7B | ||
| Q2 25 | $1785.0B | $206.1B | ||
| Q1 25 | $1766.2B | $208.0B | ||
| Q4 24 | — | $213.4B | ||
| Q3 24 | $1728.1B | $219.5B | ||
| Q2 24 | $1653.3B | $216.2B |
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
GS
| Management and other fees | $3.1B | 18% |
| FICC intermediation | $2.9B | 17% |
| Equities intermediation | $2.7B | 16% |
| Equities financing | $2.6B | 15% |
| Advisory | $1.5B | 9% |
| FICC financing | $1.1B | 6% |
| Other | $972.0M | 6% |
| Debt underwriting | $811.0M | 5% |
| Private banking and lending | $638.0M | 4% |
| Equity underwriting | $535.0M | 3% |
| Incentive fees | $183.0M | 1% |
| Investments | $180.0M | 1% |
PFE
| Product revenues | $11.7B | 81% |
| Alliance revenues | $2.3B | 16% |
| Royalty revenues | $396.0M | 3% |
