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Perella Weinberg Partners（PWP）与LiveRamp Holdings, Inc.（RAMP）财务数据对比。点击上方公司名可切换其他公司
Perella Weinberg Partners的季度营收约是LiveRamp Holdings, Inc.的1.0倍（$219.2M vs $212.2M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 6.3%，领先12.5%），LiveRamp Holdings, Inc.同比增速更快（8.6% vs -2.9%），过去两年Perella Weinberg Partners的营收复合增速更高（46.5% vs 11.1%）
佩雷拉温伯格合伙公司是一家聚焦咨询业务的全球投资银行，核心为客户提供战略与财务领域的专业咨询服务，凭借深厚的行业经验和全球化资源网络，为各类企业的重要商业决策提供专业支持。
LiveRamp Holdings, Inc.是一家美国SaaS企业，核心业务为提供数据连接平台，服务涵盖数据导入、线下数据线上迁移等能力，助力企业开展营销相关的数据应用，为品牌及营销从业者的数字化运营提供技术支撑。
PWP vs RAMP — 直观对比
营收规模更大
PWP
是对方的1.0倍
$212.2M
营收增速更快
RAMP
高出11.5%
-2.9%
净利率更高
RAMP
高出12.5%
6.3%
两年增速更快
PWP
近两年复合增速
11.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $219.2M | $212.2M |
| 净利润 | $13.8M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | 8.5% | 18.6% |
| 净利率 | 6.3% | 18.8% |
| 营收同比 | -2.9% | 8.6% |
| 净利润同比 | — | 255.7% |
| 每股收益（稀释后） | $0.11 | $0.62 |
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PWPRAMP
| Q4 25 | $219.2M | $212.2M | ||
| Q3 25 | $164.6M | $199.8M | ||
| Q2 25 | $155.3M | $194.8M | ||
| Q1 25 | $211.8M | $188.7M | ||
| Q4 24 | $225.7M | $195.4M | ||
| Q3 24 | $278.2M | $185.5M | ||
| Q2 24 | $272.0M | $176.0M | ||
| Q1 24 | $102.1M | $171.9M |
净利润PWPRAMP
| Q4 25 | $13.8M | $39.9M | ||
| Q3 25 | $6.0M | $27.4M | ||
| Q2 25 | $2.7M | $7.7M | ||
| Q1 25 | $17.3M | $-6.3M | ||
| Q4 24 | — | $11.2M | ||
| Q3 24 | $16.4M | $1.7M | ||
| Q2 24 | $-66.0M | $-7.5M | ||
| Q1 24 | $-35.8M | $-5.4M |
毛利率PWPRAMP
| Q4 25 | — | 71.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.1% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | — | 70.6% | ||
| Q1 24 | — | 72.2% |
营业利润率PWPRAMP
| Q4 25 | 8.5% | 18.6% | ||
| Q3 25 | 5.4% | 10.7% | ||
| Q2 25 | 5.8% | 3.7% | ||
| Q1 25 | 5.5% | -6.1% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | 12.9% | 4.0% | ||
| Q2 24 | -30.2% | -3.0% | ||
| Q1 24 | -52.4% | -8.3% |
净利率PWPRAMP
| Q4 25 | 6.3% | 18.8% | ||
| Q3 25 | 3.6% | 13.7% | ||
| Q2 25 | 1.8% | 4.0% | ||
| Q1 25 | 8.2% | -3.3% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | 5.9% | 0.9% | ||
| Q2 24 | -24.3% | -4.3% | ||
| Q1 24 | -35.1% | -3.1% |
每股收益（稀释后）PWPRAMP
| Q4 25 | $0.11 | $0.62 | ||
| Q3 25 | $0.08 | $0.42 | ||
| Q2 25 | $0.04 | $0.12 | ||
| Q1 25 | $0.24 | $-0.10 | ||
| Q4 24 | — | $0.17 | ||
| Q3 24 | $0.24 | $0.03 | ||
| Q2 24 | $-1.21 | $-0.11 | ||
| Q1 24 | $-0.91 | $-0.09 |
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 | $255.9M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-127.4M | $962.3M |
| 总资产 | $797.6M | $1.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资PWPRAMP
| Q4 25 | $255.9M | $403.4M | ||
| Q3 25 | $185.5M | $376.9M | ||
| Q2 25 | $145.0M | $371.1M | ||
| Q1 25 | $111.2M | $420.8M | ||
| Q4 24 | $407.4M | $384.3M | ||
| Q3 24 | $335.1M | $348.4M | ||
| Q2 24 | $185.3M | $342.7M | ||
| Q1 24 | $156.7M | $368.9M |
股东权益PWPRAMP
| Q4 25 | $-127.4M | $962.3M | ||
| Q3 25 | $-302.4M | $943.8M | ||
| Q2 25 | $-318.4M | $947.8M | ||
| Q1 25 | $-323.1M | $948.9M | ||
| Q4 24 | $-421.4M | $957.7M | ||
| Q3 24 | $-360.8M | $932.1M | ||
| Q2 24 | $-283.0M | $951.9M | ||
| Q1 24 | $161.9M | $949.1M |
总资产PWPRAMP
| Q4 25 | $797.6M | $1.3B | ||
| Q3 25 | $650.2M | $1.2B | ||
| Q2 25 | $606.7M | $1.2B | ||
| Q1 25 | $570.5M | $1.3B | ||
| Q4 24 | $876.8M | $1.3B | ||
| Q3 24 | $810.9M | $1.2B | ||
| Q2 24 | $645.5M | $1.2B | ||
| Q1 24 | $583.6M | $1.2B |
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 | $34.8M | — |
| 自由现金流经营现金流 - 资本支出 | $30.5M | — |
| 自由现金流率自由现金流/营收 | 13.9% | — |
| 资本支出强度资本支出/营收 | 2.0% | 0.1% |
| 现金转化率经营现金流/净利润 | 2.52× | — |
| 过去12个月自由现金流最近4个季度 | $-34.1M | — |
8季度趋势，按日历期对齐
经营现金流PWPRAMP
| Q4 25 | $34.8M | — | ||
| Q3 25 | $59.2M | $57.4M | ||
| Q2 25 | $56.1M | $-15.8M | ||
| Q1 25 | $-176.5M | — | ||
| Q4 24 | $223.4M | $45.1M | ||
| Q3 24 | $200.3M | $55.6M | ||
| Q2 24 | $90.0M | $-9.3M | ||
| Q1 24 | $-206.3M | — |
自由现金流PWPRAMP
| Q4 25 | $30.5M | — | ||
| Q3 25 | $57.6M | $56.8M | ||
| Q2 25 | $55.3M | $-16.2M | ||
| Q1 25 | $-177.6M | — | ||
| Q4 24 | $207.0M | $44.8M | ||
| Q3 24 | $199.3M | $55.4M | ||
| Q2 24 | $83.7M | $-9.6M | ||
| Q1 24 | $-214.8M | — |
自由现金流率PWPRAMP
| Q4 25 | 13.9% | — | ||
| Q3 25 | 35.0% | 28.4% | ||
| Q2 25 | 35.6% | -8.3% | ||
| Q1 25 | -83.8% | — | ||
| Q4 24 | 91.7% | 22.9% | ||
| Q3 24 | 71.6% | 29.8% | ||
| Q2 24 | 30.8% | -5.4% | ||
| Q1 24 | -210.3% | — |
资本支出强度PWPRAMP
| Q4 25 | 2.0% | 0.1% | ||
| Q3 25 | 0.9% | 0.3% | ||
| Q2 25 | 0.5% | 0.2% | ||
| Q1 25 | 0.5% | 0.2% | ||
| Q4 24 | 7.3% | 0.1% | ||
| Q3 24 | 0.4% | 0.1% | ||
| Q2 24 | 2.3% | 0.1% | ||
| Q1 24 | 8.3% | 1.0% |
现金转化率PWPRAMP
| Q4 25 | 2.52× | — | ||
| Q3 25 | 9.85× | 2.09× | ||
| Q2 25 | 20.50× | -2.04× | ||
| Q1 25 | -10.18× | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | 12.23× | 32.10× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
