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艾昆纬(IQV)与南方铜业(SCCO)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南方铜业的1.1倍($4.4B vs $3.9B),南方铜业净利率更高(33.9% vs 11.8%,领先22.1%),南方铜业同比增速更快(39.0% vs 10.3%),南方铜业自由现金流更多($1.1B vs $561.0M),过去两年南方铜业的营收复合增速更高(22.0% 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。
南方铜业注册地为美国特拉华州,总部位于亚利桑那州凤凰城,在秘鲁、墨西哥两地持有多座铜矿、冶炼厂及精炼厂,旗下拥有夸霍内、托克帕拉、布埃纳维斯塔等知名矿山。2024年公司铜产量达21亿磅,同时产出银、钼、锌等多种金属。
IQV vs SCCO — 直观对比
营收规模更大
IQV
是对方的1.1倍
$3.9B
营收增速更快
SCCO
高出28.7%
10.3%
净利率更高
SCCO
高出22.1%
11.8%
自由现金流更多
SCCO
多$510.7M
$561.0M
两年增速更快
SCCO
近两年复合增速
8.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $4.4B | $3.9B |
| 净利润 | $514.0M | $1.3B |
| 毛利率 | — | 62.0% |
| 营业利润率 | 14.4% | 54.5% |
| 净利率 | 11.8% | 33.9% |
| 营收同比 | 10.3% | 39.0% |
| 净利润同比 | 17.6% | 64.7% |
| 每股收益(稀释后) | $2.97 | $1.49 |
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
SCCO
| Q4 25 | $4.4B | $3.9B | ||
| Q3 25 | $4.1B | $3.4B | ||
| Q2 25 | $4.0B | $3.1B | ||
| Q1 25 | $3.8B | $3.1B | ||
| Q4 24 | $4.0B | $2.8B | ||
| Q3 24 | $3.9B | $2.9B | ||
| Q2 24 | $3.8B | $3.1B | ||
| Q1 24 | $3.7B | $2.6B |
净利润
IQV
SCCO
| Q4 25 | $514.0M | $1.3B | ||
| Q3 25 | $331.0M | $1.1B | ||
| Q2 25 | $266.0M | $976.7M | ||
| Q1 25 | $249.0M | $949.1M | ||
| Q4 24 | $437.0M | $796.2M | ||
| Q3 24 | $285.0M | $899.8M | ||
| Q2 24 | $363.0M | $953.8M | ||
| Q1 24 | $288.0M | $738.8M |
毛利率
IQV
SCCO
| Q4 25 | — | 62.0% | ||
| Q3 25 | — | 59.8% | ||
| Q2 25 | — | 60.3% | ||
| Q1 25 | — | 57.7% | ||
| Q4 24 | — | 56.5% | ||
| Q3 24 | 23.5% | 58.3% | ||
| Q2 24 | 22.6% | 59.9% | ||
| Q1 24 | 22.1% | 55.5% |
营业利润率
IQV
SCCO
| Q4 25 | 14.4% | 54.5% | ||
| Q3 25 | 13.5% | 52.4% | ||
| Q2 25 | 12.6% | 52.0% | ||
| Q1 25 | 13.0% | 49.2% | ||
| Q4 24 | 15.8% | 47.0% | ||
| Q3 24 | 14.1% | 49.5% | ||
| Q2 24 | 13.6% | 51.5% | ||
| Q1 24 | 13.5% | 45.8% |
净利率
IQV
SCCO
| Q4 25 | 11.8% | 33.9% | ||
| Q3 25 | 8.1% | 32.9% | ||
| Q2 25 | 6.6% | 32.0% | ||
| Q1 25 | 6.5% | 30.4% | ||
| Q4 24 | 11.0% | 28.6% | ||
| Q3 24 | 7.3% | 30.7% | ||
| Q2 24 | 9.5% | 30.6% | ||
| Q1 24 | 7.7% | 28.4% |
每股收益(稀释后)
IQV
SCCO
| Q4 25 | $2.97 | $1.49 | ||
| Q3 25 | $1.93 | $1.35 | ||
| Q2 25 | $1.54 | $1.21 | ||
| Q1 25 | $1.40 | $1.19 | ||
| Q4 24 | $2.41 | $1.02 | ||
| Q3 24 | $1.55 | $1.15 | ||
| Q2 24 | $1.97 | $1.22 | ||
| Q1 24 | $1.56 | $0.95 |
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 | $4.9B |
| 总债务越低越好 | — | $6.8B |
| 股东权益账面价值 | $6.5B | $11.0B |
| 总资产 | $29.9B | $21.4B |
| 负债/权益比越低杠杆越低 | — | 0.61× |
8季度趋势,按日历期对齐
现金及短期投资
IQV
SCCO
| Q4 25 | $2.1B | $4.9B | ||
| Q3 25 | $2.0B | $4.5B | ||
| Q2 25 | $2.2B | $4.0B | ||
| Q1 25 | $1.9B | $4.3B | ||
| Q4 24 | $1.8B | $3.5B | ||
| Q3 24 | $1.7B | $3.0B | ||
| Q2 24 | $1.7B | $2.2B | ||
| Q1 24 | $1.6B | $1.6B |
总债务
IQV
SCCO
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $6.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $6.3B | ||
| Q1 24 | — | $6.3B |
股东权益
IQV
SCCO
| Q4 25 | $6.5B | $11.0B | ||
| Q3 25 | $6.2B | $10.4B | ||
| Q2 25 | $5.8B | $10.0B | ||
| Q1 25 | $6.0B | $9.6B | ||
| Q4 24 | $6.1B | $9.2B | ||
| Q3 24 | $7.0B | $8.9B | ||
| Q2 24 | $6.7B | $8.5B | ||
| Q1 24 | $6.3B | $7.5B |
总资产
IQV
SCCO
| Q4 25 | $29.9B | $21.4B | ||
| Q3 25 | $28.7B | $20.3B | ||
| Q2 25 | $28.6B | $19.6B | ||
| Q1 25 | $27.3B | $19.8B | ||
| Q4 24 | $26.9B | $18.7B | ||
| Q3 24 | $27.2B | $18.4B | ||
| Q2 24 | $26.4B | $17.8B | ||
| Q1 24 | $26.6B | $16.8B |
负债/权益比
IQV
SCCO
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.68× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.74× | ||
| Q1 24 | — | 0.83× |
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 | $1.5B |
| 自由现金流经营现金流 - 资本支出 | $561.0M | $1.1B |
| 自由现金流率自由现金流/营收 | 12.9% | 27.7% |
| 资本支出强度资本支出/营收 | 4.0% | 10.9% |
| 现金转化率经营现金流/净利润 | 1.43× | 1.14× |
| 过去12个月自由现金流最近4个季度 | $2.1B | $3.4B |
8季度趋势,按日历期对齐
经营现金流
IQV
SCCO
| Q4 25 | $735.0M | $1.5B | ||
| Q3 25 | $908.0M | $1.6B | ||
| Q2 25 | $443.0M | $976.8M | ||
| Q1 25 | $568.0M | $721.4M | ||
| Q4 24 | $885.0M | $1.4B | ||
| Q3 24 | $721.0M | $1.4B | ||
| Q2 24 | $588.0M | $962.1M | ||
| Q1 24 | $522.0M | $659.7M |
自由现金流
IQV
SCCO
| Q4 25 | $561.0M | $1.1B | ||
| Q3 25 | $772.0M | $1.2B | ||
| Q2 25 | $292.0M | $741.1M | ||
| Q1 25 | $426.0M | $403.6M | ||
| Q4 24 | $721.0M | $1.1B | ||
| Q3 24 | $571.0M | $1.2B | ||
| Q2 24 | $445.0M | $630.3M | ||
| Q1 24 | $377.0M | $445.9M |
自由现金流率
IQV
SCCO
| Q4 25 | 12.9% | 27.7% | ||
| Q3 25 | 18.8% | 35.8% | ||
| Q2 25 | 7.3% | 24.3% | ||
| Q1 25 | 11.1% | 12.9% | ||
| Q4 24 | 18.2% | 40.4% | ||
| Q3 24 | 14.7% | 40.7% | ||
| Q2 24 | 11.7% | 20.2% | ||
| Q1 24 | 10.1% | 17.2% |
资本支出强度
IQV
SCCO
| Q4 25 | 4.0% | 10.9% | ||
| Q3 25 | 3.3% | 10.3% | ||
| Q2 25 | 3.8% | 7.7% | ||
| Q1 25 | 3.7% | 10.2% | ||
| Q4 24 | 4.1% | 8.5% | ||
| Q3 24 | 3.9% | 8.4% | ||
| Q2 24 | 3.7% | 10.6% | ||
| Q1 24 | 3.9% | 8.2% |
现金转化率
IQV
SCCO
| Q4 25 | 1.43× | 1.14× | ||
| Q3 25 | 2.74× | 1.40× | ||
| Q2 25 | 1.67× | 1.00× | ||
| Q1 25 | 2.28× | 0.76× | ||
| Q4 24 | 2.03× | 1.71× | ||
| Q3 24 | 2.53× | 1.60× | ||
| Q2 24 | 1.62× | 1.01× | ||
| Q1 24 | 1.81× | 0.89× |
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
SCCO
| Other | $1.3B | 32% |
| MX | $726.4M | 19% |
| CH | $560.4M | 14% |
| PE | $218.8M | 6% |
| Silver | $201.1M | 5% |
| BR | $157.9M | 4% |
| CL | $149.0M | 4% |
| Molybdenum | $143.3M | 4% |
| ES | $130.8M | 3% |
| Mexican IMMSA Unit | $129.8M | 3% |
| IT | $107.1M | 3% |
| Zinc | $88.8M | 2% |