vs
信安金融集团(PFG)与PILGRIMS PRIDE CORP(PPC)财务数据对比。点击上方公司名可切换其他公司
信安金融集团的季度营收约是PILGRIMS PRIDE CORP的1.0倍($4.6B vs $4.5B),信安金融集团净利率更高(11.3% vs 1.9%,领先9.3%),PILGRIMS PRIDE CORP同比增速更快(3.3% vs -3.7%),过去两年信安金融集团的营收复合增速更高(6.3% vs 1.8%)
信安金融集团(股票代码:PFG)是总部位于美国艾奥瓦州得梅因的全球性金融服务企业,核心业务涵盖投资管理、保险服务两大板块,在全球多个区域开展业务,为机构客户和个人用户提供专业定制化的金融解决方案,在行业内拥有较高知名度。
Pilgrim's Pride是美国跨国食品企业,为美国及波多黎各最大的鸡肉生产商之一,同时是墨西哥第二大鸡肉生产商。公司2009年12月脱离破产状态,2011年将美国总部迁至科罗拉多州格里利,由JBS集团控股,2016年11月底以3.5亿美元收购Gold'n Plump。
PFG vs PPC — 直观对比
营收规模更大
PFG
是对方的1.0倍
$4.5B
营收增速更快
PPC
高出7.0%
-3.7%
净利率更高
PFG
高出9.3%
1.9%
两年增速更快
PFG
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $4.6B | $4.5B |
| 净利润 | $517.0M | $88.0M |
| 毛利率 | — | 9.5% |
| 营业利润率 | — | 4.5% |
| 净利率 | 11.3% | 1.9% |
| 营收同比 | -3.7% | 3.3% |
| 净利润同比 | -42.9% | -62.7% |
| 每股收益(稀释后) | $2.30 | $0.37 |
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
PFG
PPC
| Q4 25 | $4.6B | $4.5B | ||
| Q3 25 | $3.7B | $4.8B | ||
| Q2 25 | $3.7B | $4.8B | ||
| Q1 25 | $3.7B | $4.5B | ||
| Q4 24 | $4.8B | $4.4B | ||
| Q3 24 | $3.0B | $4.6B | ||
| Q2 24 | $4.3B | $4.6B | ||
| Q1 24 | $4.1B | $4.4B |
净利润
PFG
PPC
| Q4 25 | $517.0M | $88.0M | ||
| Q3 25 | $213.8M | $342.8M | ||
| Q2 25 | $406.2M | $355.5M | ||
| Q1 25 | $48.1M | $296.0M | ||
| Q4 24 | $905.4M | $235.9M | ||
| Q3 24 | $-220.0M | $349.9M | ||
| Q2 24 | $353.1M | $326.3M | ||
| Q1 24 | $532.5M | $174.4M |
毛利率
PFG
PPC
| Q4 25 | — | 9.5% | ||
| Q3 25 | — | 13.9% | ||
| Q2 25 | — | 15.0% | ||
| Q1 25 | — | 12.4% | ||
| Q4 24 | — | 12.7% | ||
| Q3 24 | — | 14.9% | ||
| Q2 24 | — | 15.2% | ||
| Q1 24 | — | 8.8% |
营业利润率
PFG
PPC
| Q4 25 | — | 4.5% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | — | 10.8% | ||
| Q1 25 | — | 9.1% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 11.1% | ||
| Q2 24 | — | 9.7% | ||
| Q1 24 | — | 5.7% |
净利率
PFG
PPC
| Q4 25 | 11.3% | 1.9% | ||
| Q3 25 | 5.8% | 7.2% | ||
| Q2 25 | 11.1% | 7.5% | ||
| Q1 25 | 1.3% | 6.6% | ||
| Q4 24 | 19.1% | 5.4% | ||
| Q3 24 | -7.3% | 7.6% | ||
| Q2 24 | 8.2% | 7.2% | ||
| Q1 24 | 13.1% | 4.0% |
每股收益(稀释后)
PFG
PPC
| Q4 25 | $2.30 | $0.37 | ||
| Q3 25 | $0.95 | $1.44 | ||
| Q2 25 | $1.79 | $1.49 | ||
| Q1 25 | $0.21 | $1.24 | ||
| Q4 24 | $3.92 | $1.00 | ||
| Q3 24 | $-0.95 | $1.47 | ||
| Q2 24 | $1.49 | $1.37 | ||
| Q1 24 | $2.22 | $0.73 |
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 | $4.4B | $640.2M |
| 总债务越低越好 | $3.9B | $3.1B |
| 股东权益账面价值 | $11.9B | $3.7B |
| 总资产 | $341.4B | $10.3B |
| 负债/权益比越低杠杆越低 | 0.33× | 0.84× |
8季度趋势,按日历期对齐
现金及短期投资
PFG
PPC
| Q4 25 | $4.4B | $640.2M | ||
| Q3 25 | $5.1B | $612.6M | ||
| Q2 25 | $3.7B | $849.0M | ||
| Q1 25 | $3.9B | $2.1B | ||
| Q4 24 | $4.2B | $2.0B | ||
| Q3 24 | $6.2B | $1.9B | ||
| Q2 24 | $4.8B | $1.3B | ||
| Q1 24 | $4.2B | $870.8M |
总债务
PFG
PPC
| Q4 25 | $3.9B | $3.1B | ||
| Q3 25 | $3.9B | $3.1B | ||
| Q2 25 | $3.9B | $3.1B | ||
| Q1 25 | $4.3B | $3.2B | ||
| Q4 24 | $4.0B | $3.2B | ||
| Q3 24 | $3.9B | $3.2B | ||
| Q2 24 | $3.9B | $3.2B | ||
| Q1 24 | $3.9B | $3.3B |
股东权益
PFG
PPC
| Q4 25 | $11.9B | $3.7B | ||
| Q3 25 | $11.7B | $3.5B | ||
| Q2 25 | $11.4B | $3.7B | ||
| Q1 25 | $11.2B | $3.1B | ||
| Q4 24 | $11.1B | $4.2B | ||
| Q3 24 | $11.2B | $4.2B | ||
| Q2 24 | $11.0B | $3.7B | ||
| Q1 24 | $11.2B | $3.5B |
总资产
PFG
PPC
| Q4 25 | $341.4B | $10.3B | ||
| Q3 25 | $334.5B | $10.0B | ||
| Q2 25 | $323.1B | $10.1B | ||
| Q1 25 | $313.0B | $11.0B | ||
| Q4 24 | $313.7B | $10.7B | ||
| Q3 24 | $322.9B | $10.7B | ||
| Q2 24 | $308.8B | $10.1B | ||
| Q1 24 | $308.7B | $9.8B |
负债/权益比
PFG
PPC
| Q4 25 | 0.33× | 0.84× | ||
| Q3 25 | 0.34× | 0.87× | ||
| Q2 25 | 0.34× | 0.83× | ||
| Q1 25 | 0.39× | 1.02× | ||
| Q4 24 | 0.36× | 0.76× | ||
| Q3 24 | 0.35× | 0.76× | ||
| Q2 24 | 0.36× | 0.85× | ||
| Q1 24 | 0.35× | 0.96× |
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 | $1.7B | $291.2M |
| 自由现金流经营现金流 - 资本支出 | — | $10.0M |
| 自由现金流率自由现金流/营收 | — | 0.2% |
| 资本支出强度资本支出/营收 | — | 6.2% |
| 现金转化率经营现金流/净利润 | 3.37× | 3.31× |
| 过去12个月自由现金流最近4个季度 | — | $653.1M |
8季度趋势,按日历期对齐
经营现金流
PFG
PPC
| Q4 25 | $1.7B | $291.2M | ||
| Q3 25 | $1.0B | $458.3M | ||
| Q2 25 | $811.9M | $495.2M | ||
| Q1 25 | $977.3M | $126.9M | ||
| Q4 24 | $1.5B | $349.3M | ||
| Q3 24 | $1.1B | $651.1M | ||
| Q2 24 | $1.4B | $718.6M | ||
| Q1 24 | $584.2M | $271.0M |
自由现金流
PFG
PPC
| Q4 25 | — | $10.0M | ||
| Q3 25 | — | $275.9M | ||
| Q2 25 | — | $339.1M | ||
| Q1 25 | — | $28.1M | ||
| Q4 24 | — | $176.6M | ||
| Q3 24 | — | $565.3M | ||
| Q2 24 | — | $617.7M | ||
| Q1 24 | — | $171.9M |
自由现金流率
PFG
PPC
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | — | 7.1% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 13.5% | ||
| Q1 24 | — | 3.9% |
资本支出强度
PFG
PPC
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | — | 2.3% |
现金转化率
PFG
PPC
| Q4 25 | 3.37× | 3.31× | ||
| Q3 25 | 4.70× | 1.34× | ||
| Q2 25 | 2.00× | 1.39× | ||
| Q1 25 | 20.32× | 0.43× | ||
| Q4 24 | 1.61× | 1.48× | ||
| Q3 24 | — | 1.86× | ||
| Q2 24 | 4.05× | 2.20× | ||
| Q1 24 | 1.10× | 1.55× |
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
PFG
| Segment Retirement And Income Solutions | $1.6B | 36% |
| Segment Benefits And Protection | $1.1B | 23% |
| Other | $582.8M | 13% |
| Segment Principal Asset Management | $465.6M | 10% |
| Subsegment Investment Management | $449.4M | 10% |
| Administrative Service | $152.2M | 3% |
| Subsegment International Pension | $91.2M | 2% |
| Segment Corporate | $73.0M | 2% |
| Subsegment Life Insurance | $26.1M | 1% |
| Financial Service Other | $25.1M | 1% |
| Residential Mortgage | $7.4M | 0% |
| Subsegment Specialty Benefits | $3.7M | 0% |
| Deposit Account | $3.4M | 0% |
| Commission Income | $1.8M | 0% |
PPC
| Retail | $1.5B | 33% |
| Europe Reportable Segment | $1.4B | 31% |
| Food Service | $889.2M | 20% |
| Prepared Product | $332.8M | 7% |
| Product Export | $122.7M | 3% |
| Other Sales Channel | $96.0M | 2% |
| Other Product And Service | $79.7M | 2% |
| Related Party | $21.7M | 0% |
| Seara Meats B.V. | $18.9M | 0% |
| Penasul UKLTD | $10.3M | 0% |
| JBSUSA Food Company | $5.4M | 0% |