vs

BLUE OWL CAPITAL INC.(OWL)与罗致恒富(RHI)财务数据对比。点击上方公司名可切换其他公司

罗致恒富的季度营收约是BLUE OWL CAPITAL INC.的1.7倍($1.3B vs $755.6M),BLUE OWL CAPITAL INC.同比增速更快(19.7% vs -5.8%),BLUE OWL CAPITAL INC.自由现金流更多($359.1M vs $170.8M),过去两年BLUE OWL CAPITAL INC.的营收复合增速更高(21.3% vs -6.1%)

Blue Owl Capital Inc.是美国另类投资资产管理机构,于纽约证券交易所挂牌上市,股票代码为OWL,总部设在纽约市,在伦敦、迪拜、中国香港等全球多地设有办事处,专注为各类客户提供专业的另类资产管理解决方案。

罗致恒富是1948年成立的国际人力资源咨询机构,总部位于加利福尼亚州门洛帕克和圣拉蒙,是全球规模领先的会计与金融领域人才派遣服务商之一,在全球范围内设有超过345个办公点。

OWL vs RHI — 直观对比

营收规模更大
RHI
RHI
是对方的1.7倍
RHI
$1.3B
$755.6M
OWL
营收增速更快
OWL
OWL
高出25.5%
OWL
19.7%
-5.8%
RHI
自由现金流更多
OWL
OWL
多$188.3M
OWL
$359.1M
$170.8M
RHI
两年增速更快
OWL
OWL
近两年复合增速
OWL
21.3%
-6.1%
RHI

损益表 — Q4 FY2025 vs Q4 FY2025

指标
OWL
OWL
RHI
RHI
营收
$755.6M
$1.3B
净利润
$47.7M
毛利率
37.6%
营业利润率
22.2%
1.7%
净利率
6.3%
营收同比
19.7%
-5.8%
净利润同比
129.8%
每股收益(稀释后)
$0.07
$0.32

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
OWL
OWL
RHI
RHI
Q4 25
$755.6M
$1.3B
Q3 25
$728.0M
$1.4B
Q2 25
$703.1M
$1.4B
Q1 25
$683.5M
$1.4B
Q4 24
$631.4M
$1.4B
Q3 24
$600.9M
$1.5B
Q2 24
$549.8M
$1.5B
Q1 24
$513.3M
$1.5B
净利润
OWL
OWL
RHI
RHI
Q4 25
$47.7M
Q3 25
$6.3M
$42.9M
Q2 25
$17.4M
$41.0M
Q1 25
$7.4M
$17.4M
Q4 24
$20.7M
Q3 24
$29.8M
$65.5M
Q2 24
$33.9M
$68.2M
Q1 24
$25.1M
$63.7M
毛利率
OWL
OWL
RHI
RHI
Q4 25
37.6%
Q3 25
37.2%
Q2 25
37.2%
Q1 25
36.9%
Q4 24
38.8%
Q3 24
39.0%
Q2 24
39.2%
Q1 24
38.1%
营业利润率
OWL
OWL
RHI
RHI
Q4 25
22.2%
1.7%
Q3 25
7.6%
1.0%
Q2 25
12.0%
0.1%
Q1 25
5.9%
2.9%
Q4 24
11.7%
4.7%
Q3 24
18.7%
4.1%
Q2 24
28.4%
5.1%
Q1 24
24.7%
2.8%
净利率
OWL
OWL
RHI
RHI
Q4 25
6.3%
Q3 25
0.9%
3.2%
Q2 25
2.5%
3.0%
Q1 25
1.1%
1.3%
Q4 24
3.3%
Q3 24
5.0%
4.5%
Q2 24
6.2%
4.6%
Q1 24
4.9%
4.3%
每股收益(稀释后)
OWL
OWL
RHI
RHI
Q4 25
$0.07
$0.32
Q3 25
$0.01
$0.43
Q2 25
$0.02
$0.41
Q1 25
$0.00
$0.17
Q4 24
$0.06
$0.53
Q3 24
$0.04
$0.64
Q2 24
$0.06
$0.66
Q1 24
$0.04
$0.61

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
OWL
OWL
RHI
RHI
现金及短期投资手头流动性
$194.5M
$464.4M
总债务越低越好
$3.3B
股东权益账面价值
$2.2B
$1.3B
总资产
$12.5B
$2.9B
负债/权益比越低杠杆越低
1.51×

8季度趋势,按日历期对齐

现金及短期投资
OWL
OWL
RHI
RHI
Q4 25
$194.5M
$464.4M
Q3 25
$137.3M
$365.3M
Q2 25
$117.6M
$380.5M
Q1 25
$97.6M
$342.5M
Q4 24
$152.1M
$537.6M
Q3 24
$115.9M
$570.5M
Q2 24
$436.8M
$547.4M
Q1 24
$155.8M
$540.9M
总债务
OWL
OWL
RHI
RHI
Q4 25
$3.3B
Q3 25
$3.2B
Q2 25
$3.2B
Q1 25
$3.2B
Q4 24
$2.6B
Q3 24
$2.5B
Q2 24
$2.5B
Q1 24
$2.1B
股东权益
OWL
OWL
RHI
RHI
Q4 25
$2.2B
$1.3B
Q3 25
$2.3B
$1.3B
Q2 25
$2.4B
$1.3B
Q1 25
$2.3B
$1.3B
Q4 24
$2.1B
$1.4B
Q3 24
$2.0B
$1.5B
Q2 24
$1.7B
$1.5B
Q1 24
$1.6B
$1.5B
总资产
OWL
OWL
RHI
RHI
Q4 25
$12.5B
$2.9B
Q3 25
$12.5B
$2.8B
Q2 25
$12.3B
$2.8B
Q1 25
$12.3B
$2.7B
Q4 24
$11.0B
$2.9B
Q3 24
$10.8B
$3.0B
Q2 24
$9.7B
$2.9B
Q1 24
$9.0B
$2.9B
负债/权益比
OWL
OWL
RHI
RHI
Q4 25
1.51×
Q3 25
1.41×
Q2 25
1.38×
Q1 25
1.37×
Q4 24
1.22×
Q3 24
1.27×
Q2 24
1.41×
Q1 24
1.26×

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
OWL
OWL
RHI
RHI
经营现金流最新季度
$382.9M
$182.5M
自由现金流经营现金流 - 资本支出
$359.1M
$170.8M
自由现金流率自由现金流/营收
47.5%
13.1%
资本支出强度资本支出/营收
3.1%
0.9%
现金转化率经营现金流/净利润
8.03×
过去12个月自由现金流最近4个季度
$1.2B
$266.8M

8季度趋势,按日历期对齐

经营现金流
OWL
OWL
RHI
RHI
Q4 25
$382.9M
$182.5M
Q3 25
$433.1M
$77.4M
Q2 25
$422.5M
$119.4M
Q1 25
$17.6M
$-59.3M
Q4 24
$324.0M
$154.8M
Q3 24
$326.0M
$129.6M
Q2 24
$302.3M
$142.0M
Q1 24
$47.2M
$-15.9M
自由现金流
OWL
OWL
RHI
RHI
Q4 25
$359.1M
$170.8M
Q3 25
$422.5M
$63.6M
Q2 25
$412.5M
$104.2M
Q1 25
$4.2M
$-71.7M
Q4 24
$310.1M
$140.5M
Q3 24
$314.8M
$111.8M
Q2 24
$269.4M
$129.6M
Q1 24
$41.1M
$-27.7M
自由现金流率
OWL
OWL
RHI
RHI
Q4 25
47.5%
13.1%
Q3 25
58.0%
4.7%
Q2 25
58.7%
7.6%
Q1 25
0.6%
-5.3%
Q4 24
49.1%
10.2%
Q3 24
52.4%
7.6%
Q2 24
49.0%
8.8%
Q1 24
8.0%
-1.9%
资本支出强度
OWL
OWL
RHI
RHI
Q4 25
3.1%
0.9%
Q3 25
1.5%
1.0%
Q2 25
1.4%
1.1%
Q1 25
2.0%
0.9%
Q4 24
2.2%
1.0%
Q3 24
1.9%
1.2%
Q2 24
6.0%
0.8%
Q1 24
1.2%
0.8%
现金转化率
OWL
OWL
RHI
RHI
Q4 25
8.03×
Q3 25
68.64×
1.80×
Q2 25
24.25×
2.91×
Q1 25
2.37×
-3.42×
Q4 24
15.62×
Q3 24
10.94×
1.98×
Q2 24
8.91×
2.08×
Q1 24
1.88×
-0.25×

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

OWL
OWL

Credit Platform$455.0M60%
GP Strategic Capital Platform$157.0M21%
Administrative Service$87.6M12%
IPI Partners LLC$33.8M4%
Other$22.2M3%

RHI
RHI

Finance And Accounting$535.2M41%
Protiviti$479.0M37%
Technology$156.4M12%
Permanent Placement Talent Solutions$102.6M8%
Other$29.2M2%

相关对比