vs
艾昆纬(IQV)与Rocket Companies, Inc.(RKT)财务数据对比。点击上方公司名可切换其他公司
艾昆纬的季度营收约是Rocket Companies, Inc.的1.6倍($4.4B vs $2.7B),艾昆纬净利率更高(11.8% vs 2.5%,领先9.3%),Rocket Companies, Inc.同比增速更快(52.2% vs 10.3%),艾昆纬自由现金流更多($561.0M vs $-1.3B),过去两年Rocket Companies, Inc.的营收复合增速更高(39.5% vs 8.1%)
艾昆纬控股(IQVIA Holdings Inc.)总部位于美国北卡罗来纳州达勒姆,是专注于医疗信息技术与临床研究领域的知名企业。公司依托专业技术优势与行业资源积累,为医疗健康、医药研发等领域客户提供专业解决方案与服务支持,助力产业创新发展。
Rocket Companies, Inc.是美国金融科技及住房服务企业,由丹·吉尔伯特创立,总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列,旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
IQV vs RKT — 直观对比
营收规模更大
IQV
是对方的1.6倍
$2.7B
营收增速更快
RKT
高出41.9%
10.3%
净利率更高
IQV
高出9.3%
2.5%
自由现金流更多
IQV
多$1.8B
$-1.3B
两年增速更快
RKT
近两年复合增速
8.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $4.4B | $2.7B |
| 净利润 | $514.0M | $68.0M |
| 毛利率 | — | — |
| 营业利润率 | 14.4% | 6.3% |
| 净利率 | 11.8% | 2.5% |
| 营收同比 | 10.3% | 52.2% |
| 净利润同比 | 17.6% | 100.8% |
| 每股收益(稀释后) | $2.97 | $0.10 |
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
IQV
RKT
| Q4 25 | $4.4B | $2.7B | ||
| Q3 25 | $4.1B | $1.6B | ||
| Q2 25 | $4.0B | $1.4B | ||
| Q1 25 | $3.8B | $1.0B | ||
| Q4 24 | $4.0B | $1.8B | ||
| Q3 24 | $3.9B | $646.9M | ||
| Q2 24 | $3.8B | $1.3B | ||
| Q1 24 | $3.7B | $1.4B |
净利润
IQV
RKT
| Q4 25 | $514.0M | $68.0M | ||
| Q3 25 | $331.0M | $-123.9M | ||
| Q2 25 | $266.0M | $-1.8M | ||
| Q1 25 | $249.0M | $-10.4M | ||
| Q4 24 | $437.0M | $33.9M | ||
| Q3 24 | $285.0M | $-22.0M | ||
| Q2 24 | $363.0M | $1.3M | ||
| Q1 24 | $288.0M | $16.2M |
毛利率
IQV
RKT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 58.9% | ||
| Q3 24 | 23.5% | -8.4% | ||
| Q2 24 | 22.6% | 47.4% | ||
| Q1 24 | 22.1% | 51.2% |
营业利润率
IQV
RKT
| Q4 25 | 14.4% | 6.3% | ||
| Q3 25 | 13.5% | -11.5% | ||
| Q2 25 | 12.6% | 1.8% | ||
| Q1 25 | 13.0% | -21.5% | ||
| Q4 24 | 15.8% | 38.1% | ||
| Q3 24 | 14.1% | -76.9% | ||
| Q2 24 | 13.6% | 14.8% | ||
| Q1 24 | 13.5% | 21.6% |
净利率
IQV
RKT
| Q4 25 | 11.8% | 2.5% | ||
| Q3 25 | 8.1% | -7.7% | ||
| Q2 25 | 6.6% | -0.1% | ||
| Q1 25 | 6.5% | -1.0% | ||
| Q4 24 | 11.0% | 1.9% | ||
| Q3 24 | 7.3% | -3.4% | ||
| Q2 24 | 9.5% | 0.1% | ||
| Q1 24 | 7.7% | 1.2% |
每股收益(稀释后)
IQV
RKT
| Q4 25 | $2.97 | $0.10 | ||
| Q3 25 | $1.93 | $-0.06 | ||
| Q2 25 | $1.54 | $-0.01 | ||
| Q1 25 | $1.40 | $-0.08 | ||
| Q4 24 | $2.41 | $0.28 | ||
| Q3 24 | $1.55 | $-0.19 | ||
| Q2 24 | $1.97 | $0.01 | ||
| Q1 24 | $1.56 | $0.11 |
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 | $2.1B | $2.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.5B | $22.9B |
| 总资产 | $29.9B | $60.7B |
| 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
IQV
RKT
| Q4 25 | $2.1B | $2.7B | ||
| Q3 25 | $2.0B | $5.8B | ||
| Q2 25 | $2.2B | $5.1B | ||
| Q1 25 | $1.9B | $1.4B | ||
| Q4 24 | $1.8B | $1.3B | ||
| Q3 24 | $1.7B | $1.2B | ||
| Q2 24 | $1.7B | $1.3B | ||
| Q1 24 | $1.6B | $861.4M |
股东权益
IQV
RKT
| Q4 25 | $6.5B | $22.9B | ||
| Q3 25 | $6.2B | $8.9B | ||
| Q2 25 | $5.8B | $7.4B | ||
| Q1 25 | $6.0B | $8.6B | ||
| Q4 24 | $6.1B | $9.0B | ||
| Q3 24 | $7.0B | $8.4B | ||
| Q2 24 | $6.7B | $8.8B | ||
| Q1 24 | $6.3B | $8.6B |
总资产
IQV
RKT
| Q4 25 | $29.9B | $60.7B | ||
| Q3 25 | $28.7B | $33.6B | ||
| Q2 25 | $28.6B | $30.4B | ||
| Q1 25 | $27.3B | $25.3B | ||
| Q4 24 | $26.9B | $24.5B | ||
| Q3 24 | $27.2B | $25.1B | ||
| Q2 24 | $26.4B | $23.6B | ||
| Q1 24 | $26.6B | $22.2B |
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 | $735.0M | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | $561.0M | $-1.3B |
| 自由现金流率自由现金流/营收 | 12.9% | -47.2% |
| 资本支出强度资本支出/营收 | 4.0% | 1.5% |
| 现金转化率经营现金流/净利润 | 1.43× | -18.08× |
| 过去12个月自由现金流最近4个季度 | $2.1B | $-4.0B |
8季度趋势,按日历期对齐
经营现金流
IQV
RKT
| Q4 25 | $735.0M | $-1.2B | ||
| Q3 25 | $908.0M | $-50.3M | ||
| Q2 25 | $443.0M | $-1.9B | ||
| Q1 25 | $568.0M | $-797.0M | ||
| Q4 24 | $885.0M | $1.8B | ||
| Q3 24 | $721.0M | $-1.3B | ||
| Q2 24 | $588.0M | $-122.3M | ||
| Q1 24 | $522.0M | $-3.0B |
自由现金流
IQV
RKT
| Q4 25 | $561.0M | $-1.3B | ||
| Q3 25 | $772.0M | $-71.8M | ||
| Q2 25 | $292.0M | $-1.9B | ||
| Q1 25 | $426.0M | $-811.0M | ||
| Q4 24 | $721.0M | $1.8B | ||
| Q3 24 | $571.0M | $-1.4B | ||
| Q2 24 | $445.0M | $-138.3M | ||
| Q1 24 | $377.0M | $-3.0B |
自由现金流率
IQV
RKT
| Q4 25 | 12.9% | -47.2% | ||
| Q3 25 | 18.8% | -4.5% | ||
| Q2 25 | 7.3% | -137.2% | ||
| Q1 25 | 11.1% | -78.2% | ||
| Q4 24 | 18.2% | 103.1% | ||
| Q3 24 | 14.7% | -209.6% | ||
| Q2 24 | 11.7% | -10.6% | ||
| Q1 24 | 10.1% | -218.7% |
资本支出强度
IQV
RKT
| Q4 25 | 4.0% | 1.5% | ||
| Q3 25 | 3.3% | 1.3% | ||
| Q2 25 | 3.8% | 1.1% | ||
| Q1 25 | 3.7% | 1.4% | ||
| Q4 24 | 4.1% | 1.1% | ||
| Q3 24 | 3.9% | 2.9% | ||
| Q2 24 | 3.7% | 1.2% | ||
| Q1 24 | 3.9% | 1.0% |
现金转化率
IQV
RKT
| Q4 25 | 1.43× | -18.08× | ||
| Q3 25 | 2.74× | — | ||
| Q2 25 | 1.67× | — | ||
| Q1 25 | 2.28× | — | ||
| Q4 24 | 2.03× | 54.42× | ||
| Q3 24 | 2.53× | — | ||
| Q2 24 | 1.62× | -94.46× | ||
| Q1 24 | 1.81× | -185.80× |
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
IQV
暂无分部数据
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |