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SELECTIVE INSURANCE GROUP INC（SIGI）与TKO Group Holdings（TKO）财务数据对比。点击上方公司名可切换其他公司
SELECTIVE INSURANCE GROUP INC的季度营收约是TKO Group Holdings的1.3倍（$1.4B vs $1.0B），SELECTIVE INSURANCE GROUP INC净利率更高（7.2% vs -0.2%，领先7.4%），TKO Group Holdings同比增速更快（61.6% vs 5.7%），过去两年TKO Group Holdings的营收复合增速更高（28.4% vs 6.6%）
Selective保险集团是总部位于美国的保险控股企业，提供财产险、意外伤害险等多元保险产品，涵盖个人车险、住宅险、商业财产险、责任险、工伤补偿险等品类，主要服务美国境内的中小型企业、个人消费者及非营利组织，通过独立保险代理网络分销。
TKO Group Holdings是美国体育及体育娱乐上市企业，成立于2023年9月12日，由奋进集团（Endeavor）子公司、终极格斗冠军赛（UFC）母公司Zuffa与职业摔跤品牌世界摔角娱乐（WWE）合并组建，主营综合格斗、职业摔跤赛事运营及相关娱乐内容业务。
SIGI vs TKO — 直观对比
营收规模更大
SIGI
是对方的1.3倍
$1.0B
营收增速更快
TKO
高出55.9%
5.7%
净利率更高
SIGI
高出7.4%
-0.2%
两年增速更快
TKO
近两年复合增速
6.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.0B |
| 净利润 | $97.7M | $-2.4M |
| 毛利率 | — | — |
| 营业利润率 | — | 5.5% |
| 净利率 | 7.2% | -0.2% |
| 营收同比 | 5.7% | 61.6% |
| 净利润同比 | -37.0% | -107.7% |
| 每股收益（稀释后） | $1.58 | $-0.07 |
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SIGITKO
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $642.2M | ||
| Q3 24 | $1.2B | $681.3M | ||
| Q2 24 | $1.2B | $851.2M |
净利润SIGITKO
| Q1 26 | $97.7M | — | ||
| Q4 25 | $155.2M | $-2.4M | ||
| Q3 25 | $115.3M | $41.0M | ||
| Q2 25 | $85.9M | $98.4M | ||
| Q1 25 | $109.9M | $58.4M | ||
| Q4 24 | $95.5M | $31.0M | ||
| Q3 24 | $92.3M | $23.1M | ||
| Q2 24 | $-63.3M | $59.1M |
营业利润率SIGITKO
| Q1 26 | — | — | ||
| Q4 25 | 14.4% | 5.5% | ||
| Q3 25 | 10.7% | 15.4% | ||
| Q2 25 | 8.2% | 28.1% | ||
| Q1 25 | 10.8% | 18.7% | ||
| Q4 24 | 9.5% | 15.9% | ||
| Q3 24 | 9.4% | 20.0% | ||
| Q2 24 | -6.7% | 30.0% |
净利率SIGITKO
| Q1 26 | 7.2% | — | ||
| Q4 25 | 11.4% | -0.2% | ||
| Q3 25 | 8.5% | 3.7% | ||
| Q2 25 | 6.5% | 7.5% | ||
| Q1 25 | 8.6% | 4.6% | ||
| Q4 24 | 7.6% | 4.8% | ||
| Q3 24 | 7.4% | 3.4% | ||
| Q2 24 | -5.3% | 6.9% |
每股收益（稀释后）SIGITKO
| Q1 26 | $1.58 | — | ||
| Q4 25 | $2.52 | $-0.07 | ||
| Q3 25 | $1.85 | $0.47 | ||
| Q2 25 | $1.36 | $1.17 | ||
| Q1 25 | $1.76 | $0.69 | ||
| Q4 24 | $1.53 | $0.28 | ||
| Q3 24 | $1.47 | $0.28 | ||
| Q2 24 | $-1.08 | $0.72 |
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 | $451.8M | $831.1M |
| 总债务越低越好 | $901.4M | $3.8B |
| 股东权益账面价值 | $3.6B | $3.7B |
| 总资产 | $15.3B | $15.5B |
| 负债/权益比越低杠杆越低 | 0.25× | 1.01× |
8季度趋势，按日历期对齐
现金及短期投资SIGITKO
| Q1 26 | $451.8M | — | ||
| Q4 25 | — | $831.1M | ||
| Q3 25 | — | $861.4M | ||
| Q2 25 | — | $535.1M | ||
| Q1 25 | — | $470.9M | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | $457.4M | ||
| Q2 24 | — | $277.5M |
总债务SIGITKO
| Q1 26 | $901.4M | — | ||
| Q4 25 | — | $3.8B | ||
| Q3 25 | — | $3.7B | ||
| Q2 25 | — | $2.7B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $507.9M | $2.8B | ||
| Q3 24 | $508.2M | $2.7B | ||
| Q2 24 | $508.8M | $2.7B |
股东权益SIGITKO
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | $3.7B | ||
| Q3 25 | $3.5B | $3.8B | ||
| Q2 25 | $3.4B | $4.3B | ||
| Q1 25 | $3.3B | $4.2B | ||
| Q4 24 | $3.1B | $4.1B | ||
| Q3 24 | $3.2B | $4.0B | ||
| Q2 24 | $2.9B | $4.0B |
总资产SIGITKO
| Q1 26 | $15.3B | — | ||
| Q4 25 | $15.2B | $15.5B | ||
| Q3 25 | $15.0B | $15.5B | ||
| Q2 25 | $14.5B | $15.3B | ||
| Q1 25 | $14.2B | $15.0B | ||
| Q4 24 | $13.5B | $12.7B | ||
| Q3 24 | $13.5B | $12.8B | ||
| Q2 24 | $12.6B | $12.7B |
负债/权益比SIGITKO
| Q1 26 | 0.25× | — | ||
| Q4 25 | — | 1.01× | ||
| Q3 25 | — | 0.98× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | 0.16× | 0.67× | ||
| Q3 24 | 0.16× | 0.67× | ||
| Q2 24 | 0.17× | 0.68× |
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 | — | $309.9M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流SIGITKO
| Q1 26 | — | — | ||
| Q4 25 | $376.3M | $309.9M | ||
| Q3 25 | $405.8M | $416.8M | ||
| Q2 25 | $166.9M | $396.2M | ||
| Q1 25 | $284.0M | $162.8M | ||
| Q4 24 | $332.2M | $56.8M | ||
| Q3 24 | $387.4M | $236.5M | ||
| Q2 24 | $266.1M | $230.7M |
自由现金流SIGITKO
| Q1 26 | — | — | ||
| Q4 25 | $366.3M | — | ||
| Q3 25 | $397.3M | — | ||
| Q2 25 | $159.7M | — | ||
| Q1 25 | $271.0M | — | ||
| Q4 24 | $324.7M | — | ||
| Q3 24 | $378.0M | — | ||
| Q2 24 | $258.4M | — |
自由现金流率SIGITKO
| Q1 26 | — | — | ||
| Q4 25 | 26.8% | — | ||
| Q3 25 | 29.2% | — | ||
| Q2 25 | 12.0% | — | ||
| Q1 25 | 21.1% | — | ||
| Q4 24 | 25.8% | — | ||
| Q3 24 | 30.4% | — | ||
| Q2 24 | 21.6% | — |
资本支出强度SIGITKO
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 0.6% | — |
现金转化率SIGITKO
| Q1 26 | — | — | ||
| Q4 25 | 2.42× | — | ||
| Q3 25 | 3.52× | 10.16× | ||
| Q2 25 | 1.94× | 4.03× | ||
| Q1 25 | 2.58× | 2.79× | ||
| Q4 24 | 3.48× | 1.83× | ||
| Q3 24 | 4.20× | 10.22× | ||
| Q2 24 | — | 3.90× |
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
SIGI
暂无分部数据
TKO
| World Wrestling Entertainment Segment | $359.6M | 35% |
| IMG Segment | $247.6M | 24% |
| Media Rights Production And Content | $222.6M | 21% |
| Partnerships And Marketing | $93.3M | 9% |
| Live Events And Hospitality | $72.2M | 7% |
| Other | $29.4M | 3% |
| Consumer Products Licensing And Other | $13.2M | 1% |
