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Public Service Enterprise Group(PEG)与RENAISSANCERE HOLDINGS LTD(RNR)财务数据对比。点击上方公司名可切换其他公司
Public Service Enterprise Group的季度营收约是RENAISSANCERE HOLDINGS LTD的1.3倍($2.9B vs $2.2B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 10.8%,领先12.7%),Public Service Enterprise Group同比增速更快(18.3% vs -36.8%),过去两年Public Service Enterprise Group的营收复合增速更高(2.8% vs -11.9%)
PSEG(Public Service Enterprise Group)是一家公开上市的能源企业,1985年正式成立,发展渊源可追溯至1903年,自创立以来总部始终位于美国新泽西州纽瓦克市,深耕能源领域多年,在北美能源市场拥有稳定的行业地位与市场份额。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商,核心业务覆盖再保险、常规保险两大板块,同时运营风险相关创新投资业务,为全球客户提供专业的风险对冲与保险解决方案。
PEG vs RNR — 直观对比
营收规模更大
PEG
是对方的1.3倍
$2.2B
营收增速更快
PEG
高出55.0%
-36.8%
净利率更高
RNR
高出12.7%
10.8%
两年增速更快
PEG
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.9B | $2.2B |
| 净利润 | $315.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 17.5% | — |
| 净利率 | 10.8% | 23.5% |
| 营收同比 | 18.3% | -36.8% |
| 净利润同比 | 10.1% | 72.6% |
| 每股收益(稀释后) | $0.63 | $6.57 |
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
PEG
RNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.9B | $3.0B | ||
| Q3 25 | $3.2B | $3.2B | ||
| Q2 25 | $2.8B | $3.2B | ||
| Q1 25 | $3.2B | $3.5B | ||
| Q4 24 | $2.5B | $2.3B | ||
| Q3 24 | $2.6B | $4.0B | ||
| Q2 24 | $2.4B | $2.8B |
净利润
PEG
RNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $315.0M | $760.5M | ||
| Q3 25 | $622.0M | $916.5M | ||
| Q2 25 | $585.0M | $835.4M | ||
| Q1 25 | $589.0M | $170.0M | ||
| Q4 24 | $286.0M | $-189.7M | ||
| Q3 24 | $520.0M | $1.2B | ||
| Q2 24 | $434.0M | $503.9M |
营业利润率
PEG
RNR
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | 42.5% | ||
| Q3 25 | 26.5% | 46.3% | ||
| Q2 25 | 29.1% | 41.8% | ||
| Q1 25 | 24.7% | -2.0% | ||
| Q4 24 | 18.1% | -3.6% | ||
| Q3 24 | 24.3% | 43.7% | ||
| Q2 24 | 24.0% | 25.0% |
净利率
PEG
RNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 10.8% | 25.6% | ||
| Q3 25 | 19.3% | 28.7% | ||
| Q2 25 | 20.9% | 26.1% | ||
| Q1 25 | 18.3% | 4.9% | ||
| Q4 24 | 11.6% | -8.3% | ||
| Q3 24 | 19.7% | 29.8% | ||
| Q2 24 | 17.9% | 17.8% |
每股收益(稀释后)
PEG
RNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.63 | $16.16 | ||
| Q3 25 | $1.24 | $19.40 | ||
| Q2 25 | $1.17 | $17.20 | ||
| Q1 25 | $1.18 | $3.27 | ||
| Q4 24 | $0.57 | $-3.76 | ||
| Q3 24 | $1.04 | $22.62 | ||
| Q2 24 | $0.87 | $9.41 |
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 | $132.0M | $1.6B |
| 总债务越低越好 | $22.5B | — |
| 股东权益账面价值 | $17.0B | $4.3B |
| 总资产 | $57.6B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.33× | — |
8季度趋势,按日历期对齐
现金及短期投资
PEG
RNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $132.0M | $1.7B | ||
| Q3 25 | $334.0M | $1.7B | ||
| Q2 25 | $186.0M | $1.4B | ||
| Q1 25 | $894.0M | $1.6B | ||
| Q4 24 | $125.0M | $1.7B | ||
| Q3 24 | $203.0M | $1.6B | ||
| Q2 24 | $113.0M | $1.6B |
总债务
PEG
RNR
| Q1 26 | — | — | ||
| Q4 25 | $22.5B | $2.3B | ||
| Q3 25 | $22.5B | $2.2B | ||
| Q2 25 | $22.6B | $2.3B | ||
| Q1 25 | $23.0B | $2.8B | ||
| Q4 24 | $21.1B | $1.9B | ||
| Q3 24 | $21.4B | $1.9B | ||
| Q2 24 | $20.5B | $2.0B |
股东权益
PEG
RNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $17.0B | $11.6B | ||
| Q3 25 | $17.0B | $11.5B | ||
| Q2 25 | $16.7B | $10.8B | ||
| Q1 25 | $16.4B | $10.3B | ||
| Q4 24 | $16.1B | $10.6B | ||
| Q3 24 | $16.1B | $11.2B | ||
| Q2 24 | $15.8B | $10.2B |
总资产
PEG
RNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $57.6B | $53.8B | ||
| Q3 25 | $56.9B | $54.5B | ||
| Q2 25 | $56.0B | $54.7B | ||
| Q1 25 | $55.6B | $53.6B | ||
| Q4 24 | $54.6B | $50.7B | ||
| Q3 24 | $54.1B | $52.8B | ||
| Q2 24 | $52.4B | $51.6B |
负债/权益比
PEG
RNR
| Q1 26 | — | — | ||
| Q4 25 | 1.33× | 0.20× | ||
| Q3 25 | 1.33× | 0.19× | ||
| Q2 25 | 1.36× | 0.21× | ||
| Q1 25 | 1.40× | 0.27× | ||
| Q4 24 | 1.31× | 0.18× | ||
| Q3 24 | 1.33× | 0.17× | ||
| Q2 24 | 1.30× | 0.19× |
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 | $721.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-408.0M | — |
| 自由现金流率自由现金流/营收 | -14.0% | — |
| 资本支出强度资本支出/营收 | 38.7% | — |
| 现金转化率经营现金流/净利润 | 2.29× | — |
| 过去12个月自由现金流最近4个季度 | $26.0M | — |
8季度趋势,按日历期对齐
经营现金流
PEG
RNR
| Q1 26 | — | — | ||
| Q4 25 | $721.0M | $483.0M | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $478.0M | $1.5B | ||
| Q1 25 | $1.0B | $157.8M | ||
| Q4 24 | $367.0M | $778.9M | ||
| Q3 24 | $623.0M | $1.5B | ||
| Q2 24 | $482.0M | $1.2B |
自由现金流
PEG
RNR
| Q1 26 | — | — | ||
| Q4 25 | $-408.0M | — | ||
| Q3 25 | $322.0M | — | ||
| Q2 25 | $-309.0M | — | ||
| Q1 25 | $421.0M | — | ||
| Q4 24 | $-611.0M | — | ||
| Q3 24 | $-145.0M | — | ||
| Q2 24 | $-355.0M | — |
自由现金流率
PEG
RNR
| Q1 26 | — | — | ||
| Q4 25 | -14.0% | — | ||
| Q3 25 | 10.0% | — | ||
| Q2 25 | -11.0% | — | ||
| Q1 25 | 13.1% | — | ||
| Q4 24 | -24.8% | — | ||
| Q3 24 | -5.5% | — | ||
| Q2 24 | -14.7% | — |
资本支出强度
PEG
RNR
| Q1 26 | — | — | ||
| Q4 25 | 38.7% | — | ||
| Q3 25 | 22.6% | — | ||
| Q2 25 | 28.1% | — | ||
| Q1 25 | 19.5% | — | ||
| Q4 24 | 39.7% | — | ||
| Q3 24 | 29.1% | — | ||
| Q2 24 | 34.5% | — |
现金转化率
PEG
RNR
| Q1 26 | — | — | ||
| Q4 25 | 2.29× | 0.64× | ||
| Q3 25 | 1.69× | 1.73× | ||
| Q2 25 | 0.82× | 1.76× | ||
| Q1 25 | 1.78× | 0.93× | ||
| Q4 24 | 1.28× | — | ||
| Q3 24 | 1.20× | 1.26× | ||
| Q2 24 | 1.11× | 2.41× |
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
PEG
| PSEG Power Other | $1.1B | 37% |
| Electric Distribution Contracts | $929.0M | 32% |
| Gas Distribution Contracts | $840.0M | 29% |
| Other | $71.0M | 2% |
RNR
暂无分部数据