vs
Perella Weinberg Partners(PWP)与Revolve Group, Inc.(RVLV)财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是Perella Weinberg Partners的1.5倍($324.4M vs $219.2M),Perella Weinberg Partners净利率更高(6.3% vs 5.7%,领先0.6%),Revolve Group, Inc.同比增速更快(10.4% vs -2.9%),Perella Weinberg Partners自由现金流更多($30.5M vs $-13.3M),过去两年Perella Weinberg Partners的营收复合增速更高(46.5% vs 9.5%)
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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团,专注于创作演出政治题材和莎士比亚系列戏剧作品,由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
PWP vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.5倍
$219.2M
营收增速更快
RVLV
高出13.3%
-2.9%
净利率更高
PWP
高出0.6%
5.7%
自由现金流更多
PWP
多$43.8M
$-13.3M
两年增速更快
PWP
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $219.2M | $324.4M |
| 净利润 | $13.8M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 8.5% | 6.3% |
| 净利率 | 6.3% | 5.7% |
| 营收同比 | -2.9% | 10.4% |
| 净利润同比 | — | 50.4% |
| 每股收益(稀释后) | $0.11 | $0.27 |
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
PWP
RVLV
| Q4 25 | $219.2M | $324.4M | ||
| Q3 25 | $164.6M | $295.6M | ||
| Q2 25 | $155.3M | $309.0M | ||
| Q1 25 | $211.8M | $296.7M | ||
| Q4 24 | $225.7M | $293.7M | ||
| Q3 24 | $278.2M | $283.1M | ||
| Q2 24 | $272.0M | $282.5M | ||
| Q1 24 | $102.1M | $270.6M |
净利润
PWP
RVLV
| Q4 25 | $13.8M | $18.6M | ||
| Q3 25 | $6.0M | $21.2M | ||
| Q2 25 | $2.7M | $10.2M | ||
| Q1 25 | $17.3M | $11.8M | ||
| Q4 24 | — | $12.3M | ||
| Q3 24 | $16.4M | $11.0M | ||
| Q2 24 | $-66.0M | $15.4M | ||
| Q1 24 | $-35.8M | $10.9M |
毛利率
PWP
RVLV
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
营业利润率
PWP
RVLV
| Q4 25 | 8.5% | 6.3% | ||
| Q3 25 | 5.4% | 7.1% | ||
| Q2 25 | 5.8% | 5.8% | ||
| Q1 25 | 5.5% | 5.0% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | 12.9% | 5.0% | ||
| Q2 24 | -30.2% | 5.8% | ||
| Q1 24 | -52.4% | 3.4% |
净利率
PWP
RVLV
| Q4 25 | 6.3% | 5.7% | ||
| Q3 25 | 3.6% | 7.2% | ||
| Q2 25 | 1.8% | 3.3% | ||
| Q1 25 | 8.2% | 4.0% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | 5.9% | 3.9% | ||
| Q2 24 | -24.3% | 5.4% | ||
| Q1 24 | -35.1% | 4.0% |
每股收益(稀释后)
PWP
RVLV
| Q4 25 | $0.11 | $0.27 | ||
| Q3 25 | $0.08 | $0.29 | ||
| Q2 25 | $0.04 | $0.14 | ||
| Q1 25 | $0.24 | $0.16 | ||
| Q4 24 | — | $0.18 | ||
| Q3 24 | $0.24 | $0.15 | ||
| Q2 24 | $-1.21 | $0.21 | ||
| Q1 24 | $-0.91 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-127.4M | $512.5M |
| 总资产 | $797.6M | $765.0M |
| 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
PWP
RVLV
| Q4 25 | $255.9M | $292.3M | ||
| Q3 25 | $185.5M | $315.4M | ||
| Q2 25 | $145.0M | $310.7M | ||
| Q1 25 | $111.2M | $300.8M | ||
| Q4 24 | $407.4M | $256.6M | ||
| Q3 24 | $335.1M | $252.8M | ||
| Q2 24 | $185.3M | $244.7M | ||
| Q1 24 | $156.7M | $273.4M |
股东权益
PWP
RVLV
| Q4 25 | $-127.4M | $512.5M | ||
| Q3 25 | $-302.4M | $490.2M | ||
| Q2 25 | $-318.4M | $468.6M | ||
| Q1 25 | $-323.1M | $453.4M | ||
| Q4 24 | $-421.4M | $437.8M | ||
| Q3 24 | $-360.8M | $420.8M | ||
| Q2 24 | $-283.0M | $405.8M | ||
| Q1 24 | $161.9M | $389.9M |
总资产
PWP
RVLV
| Q4 25 | $797.6M | $765.0M | ||
| Q3 25 | $650.2M | $751.3M | ||
| Q2 25 | $606.7M | $722.9M | ||
| Q1 25 | $570.5M | $713.9M | ||
| Q4 24 | $876.8M | $665.5M | ||
| Q3 24 | $810.9M | $670.9M | ||
| Q2 24 | $645.5M | $657.8M | ||
| Q1 24 | $583.6M | $650.0M |
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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $30.5M | $-13.3M |
| 自由现金流率自由现金流/营收 | 13.9% | -4.1% |
| 资本支出强度资本支出/营收 | 2.0% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.52× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $-34.1M | $48.0M |
8季度趋势,按日历期对齐
经营现金流
PWP
RVLV
| Q4 25 | $34.8M | $-10.2M | ||
| Q3 25 | $59.2M | $11.8M | ||
| Q2 25 | $56.1M | $12.6M | ||
| Q1 25 | $-176.5M | $45.1M | ||
| Q4 24 | $223.4M | $3.9M | ||
| Q3 24 | $200.3M | $9.1M | ||
| Q2 24 | $90.0M | $-24.7M | ||
| Q1 24 | $-206.3M | $38.4M |
自由现金流
PWP
RVLV
| Q4 25 | $30.5M | $-13.3M | ||
| Q3 25 | $57.6M | $7.5M | ||
| Q2 25 | $55.3M | $10.4M | ||
| Q1 25 | $-177.6M | $43.4M | ||
| Q4 24 | $207.0M | $2.1M | ||
| Q3 24 | $199.3M | $8.0M | ||
| Q2 24 | $83.7M | $-25.7M | ||
| Q1 24 | $-214.8M | $36.7M |
自由现金流率
PWP
RVLV
| Q4 25 | 13.9% | -4.1% | ||
| Q3 25 | 35.0% | 2.5% | ||
| Q2 25 | 35.6% | 3.4% | ||
| Q1 25 | -83.8% | 14.6% | ||
| Q4 24 | 91.7% | 0.7% | ||
| Q3 24 | 71.6% | 2.8% | ||
| Q2 24 | 30.8% | -9.1% | ||
| Q1 24 | -210.3% | 13.5% |
资本支出强度
PWP
RVLV
| Q4 25 | 2.0% | 1.0% | ||
| Q3 25 | 0.9% | 1.5% | ||
| Q2 25 | 0.5% | 0.7% | ||
| Q1 25 | 0.5% | 0.6% | ||
| Q4 24 | 7.3% | 0.6% | ||
| Q3 24 | 0.4% | 0.4% | ||
| Q2 24 | 2.3% | 0.4% | ||
| Q1 24 | 8.3% | 0.6% |
现金转化率
PWP
RVLV
| Q4 25 | 2.52× | -0.55× | ||
| Q3 25 | 9.85× | 0.56× | ||
| Q2 25 | 20.50× | 1.24× | ||
| Q1 25 | -10.18× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | 12.23× | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | — | 3.53× |
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
PWP
暂无分部数据
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |