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Progyny, Inc.（PGNY）与SEI INVESTMENTS CO（SEIC）财务数据对比。点击上方公司名可切换其他公司
SEI INVESTMENTS CO的季度营收约是Progyny, Inc.的2.0倍（$622.2M vs $318.4M），SEI INVESTMENTS CO净利率更高（28.0% vs 3.9%，领先24.1%），SEI INVESTMENTS CO同比增速更快（13.0% vs 6.7%），过去两年SEI INVESTMENTS CO的营收复合增速更高（9.5% vs 7.0%）
Progyny, Inc.是总部位于美国的领先生育与家庭构建福利服务商，主要与企业雇主合作，提供试管婴儿、生育力保存、收养协助、代孕支持等综合生育相关福利方案，覆盖多个行业的雇员群体。
SEI Investments是一家总部位于美国宾夕法尼亚州奥克斯的金融服务企业，服务对象涵盖机构、私人银行、投资顾问、资产管理机构及私人客户。集团通过旗下子公司及参股合作主体，管理、咨询或受托运营规模达1万亿美元的资产，覆盖对冲基金、私募股权、共同基金及各类集合或独立管理资产品类。
PGNY vs SEIC — 直观对比
营收规模更大
SEIC
是对方的2.0倍
$318.4M
营收增速更快
SEIC
高出6.3%
6.7%
净利率更高
SEIC
高出24.1%
3.9%
两年增速更快
SEIC
近两年复合增速
7.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $318.4M | $622.2M |
| 净利润 | $12.5M | $174.5M |
| 毛利率 | 24.1% | — |
| 营业利润率 | 4.8% | 30.5% |
| 净利率 | 3.9% | 28.0% |
| 营收同比 | 6.7% | 13.0% |
| 净利润同比 | 18.5% | 15.0% |
| 每股收益（稀释后） | $0.14 | $1.40 |
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PGNYSEIC
| Q1 26 | — | $622.2M | ||
| Q4 25 | $318.4M | $607.9M | ||
| Q3 25 | $313.3M | $578.5M | ||
| Q2 25 | $332.9M | $559.6M | ||
| Q1 25 | $324.0M | $551.3M | ||
| Q4 24 | $298.4M | $557.2M | ||
| Q3 24 | $286.6M | $537.4M | ||
| Q2 24 | $304.1M | $519.0M |
净利润PGNYSEIC
| Q1 26 | — | $174.5M | ||
| Q4 25 | $12.5M | $172.5M | ||
| Q3 25 | $13.9M | $164.2M | ||
| Q2 25 | $17.1M | $227.1M | ||
| Q1 25 | $15.1M | $151.5M | ||
| Q4 24 | $10.5M | $155.8M | ||
| Q3 24 | $10.4M | $154.9M | ||
| Q2 24 | $16.5M | $139.1M |
毛利率PGNYSEIC
| Q1 26 | — | — | ||
| Q4 25 | 24.1% | 36.8% | ||
| Q3 25 | 23.2% | 35.0% | ||
| Q2 25 | 23.7% | 33.8% | ||
| Q1 25 | 23.4% | 34.9% | ||
| Q4 24 | 21.3% | 33.1% | ||
| Q3 24 | 20.7% | 33.8% | ||
| Q2 24 | 22.5% | 32.7% |
营业利润率PGNYSEIC
| Q1 26 | — | 30.5% | ||
| Q4 25 | 4.8% | 26.6% | ||
| Q3 25 | 6.9% | 27.7% | ||
| Q2 25 | 7.3% | 26.6% | ||
| Q1 25 | 7.5% | 28.5% | ||
| Q4 24 | 5.3% | 26.1% | ||
| Q3 24 | 4.3% | 26.8% | ||
| Q2 24 | 6.8% | 26.3% |
净利率PGNYSEIC
| Q1 26 | — | 28.0% | ||
| Q4 25 | 3.9% | 28.4% | ||
| Q3 25 | 4.4% | 28.4% | ||
| Q2 25 | 5.1% | 40.6% | ||
| Q1 25 | 4.6% | 27.5% | ||
| Q4 24 | 3.5% | 28.0% | ||
| Q3 24 | 3.6% | 28.8% | ||
| Q2 24 | 5.4% | 26.8% |
每股收益（稀释后）PGNYSEIC
| Q1 26 | — | $1.40 | ||
| Q4 25 | $0.14 | $1.38 | ||
| Q3 25 | $0.15 | $1.30 | ||
| Q2 25 | $0.19 | $1.78 | ||
| Q1 25 | $0.17 | $1.17 | ||
| Q4 24 | $0.12 | $1.18 | ||
| Q3 24 | $0.11 | $1.19 | ||
| Q2 24 | $0.17 | $1.05 |
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 | $112.2M | $363.1M |
| 总债务越低越好 | — | $32.4M |
| 股东权益账面价值 | $516.0M | $2.5B |
| 总资产 | $742.4M | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资PGNYSEIC
| Q1 26 | — | $363.1M | ||
| Q4 25 | $112.2M | $399.8M | ||
| Q3 25 | $134.0M | — | ||
| Q2 25 | $132.5M | — | ||
| Q1 25 | $109.2M | $710.7M | ||
| Q4 24 | $162.3M | $839.9M | ||
| Q3 24 | $91.5M | $901.1M | ||
| Q2 24 | $95.0M | $768.3M |
总债务PGNYSEIC
| Q1 26 | — | $32.4M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益PGNYSEIC
| Q1 26 | — | $2.5B | ||
| Q4 25 | $516.0M | $2.4B | ||
| Q3 25 | $560.0M | $2.4B | ||
| Q2 25 | $515.0M | $2.3B | ||
| Q1 25 | $467.2M | $2.3B | ||
| Q4 24 | $422.1M | $2.3B | ||
| Q3 24 | $434.9M | $2.4B | ||
| Q2 24 | $456.2M | $2.2B |
总资产PGNYSEIC
| Q1 26 | — | $3.3B | ||
| Q4 25 | $742.4M | — | ||
| Q3 25 | $795.2M | — | ||
| Q2 25 | $761.0M | $2.6B | ||
| Q1 25 | $730.3M | $2.6B | ||
| Q4 24 | $607.1M | $2.7B | ||
| Q3 24 | $660.0M | $2.7B | ||
| Q2 24 | $698.6M | $2.5B |
负债/权益比PGNYSEIC
| Q1 26 | — | 0.01× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $54.2M | — |
| 自由现金流经营现金流 - 资本支出 | $48.6M | — |
| 自由现金流率自由现金流/营收 | 15.3% | — |
| 资本支出强度资本支出/营收 | 1.8% | — |
| 现金转化率经营现金流/净利润 | 4.34× | — |
| 过去12个月自由现金流最近4个季度 | $191.8M | — |
8季度趋势，按日历期对齐
经营现金流PGNYSEIC
| Q1 26 | — | — | ||
| Q4 25 | $54.2M | $126.4M | ||
| Q3 25 | $50.7M | $238.3M | ||
| Q2 25 | $55.5M | $96.5M | ||
| Q1 25 | $49.8M | $146.5M | ||
| Q4 24 | $52.2M | $195.3M | ||
| Q3 24 | $44.5M | $200.0M | ||
| Q2 24 | $56.7M | $114.7M |
自由现金流PGNYSEIC
| Q1 26 | — | — | ||
| Q4 25 | $48.6M | $124.8M | ||
| Q3 25 | $46.0M | $229.6M | ||
| Q2 25 | $50.2M | $92.7M | ||
| Q1 25 | $47.0M | $137.8M | ||
| Q4 24 | $50.3M | $190.2M | ||
| Q3 24 | $42.7M | $193.7M | ||
| Q2 24 | $55.8M | $107.0M |
自由现金流率PGNYSEIC
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | 20.5% | ||
| Q3 25 | 14.7% | 39.7% | ||
| Q2 25 | 15.1% | 16.6% | ||
| Q1 25 | 14.5% | 25.0% | ||
| Q4 24 | 16.8% | 34.1% | ||
| Q3 24 | 14.9% | 36.0% | ||
| Q2 24 | 18.4% | 20.6% |
资本支出强度PGNYSEIC
| Q1 26 | — | — | ||
| Q4 25 | 1.8% | 0.3% | ||
| Q3 25 | 1.5% | 1.5% | ||
| Q2 25 | 1.6% | 0.7% | ||
| Q1 25 | 0.9% | 1.6% | ||
| Q4 24 | 0.6% | 0.9% | ||
| Q3 24 | 0.6% | 1.2% | ||
| Q2 24 | 0.3% | 1.5% |
现金转化率PGNYSEIC
| Q1 26 | — | — | ||
| Q4 25 | 4.34× | 0.73× | ||
| Q3 25 | 3.65× | 1.45× | ||
| Q2 25 | 3.24× | 0.43× | ||
| Q1 25 | 3.31× | 0.97× | ||
| Q4 24 | 4.95× | 1.25× | ||
| Q3 24 | 4.27× | 1.29× | ||
| Q2 24 | 3.44× | 0.82× |
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
PGNY
| Fertility Benefit Services | $208.6M | 66% |
| Pharmacy Benefit Services | $109.8M | 34% |
SEIC
暂无分部数据
