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爱彼迎(ABNB)与null(GPRO)财务数据对比。点击上方公司名可切换其他公司
爱彼迎的季度营收约是null的13.8倍($2.8B vs $201.7M)。爱彼迎同比增速更快(12.0% vs 0.4%)。过去两年null的营收复合增速更高(13.9% vs 13.9%)
爱彼迎是全球知名的旅行住宿及体验共享平台,成立于2007年,2010年正式启用现名。平台连接全球各地的房东与旅客,用户可通过网页或移动端预订私人客房、普通住宅、度假屋等多元住宿,也可报名参与当地特色体验项目,是共享经济领域的代表性企业。
GoPro, Inc.是2002年由尼克·伍德曼创立的美国科技企业,最初注册名为伍德曼实验室,总部坐落于加利福尼亚州圣马特奥。该公司主营运动相机生产制造,同时还自主开发配套移动端应用与视频编辑软件。
ABNB vs GPRO — 直观对比
营收规模更大
ABNB
是对方的13.8倍
$201.7M
营收增速更快
ABNB
高出11.6%
0.4%
两年增速更快
GPRO
近两年复合增速
13.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $2.8B | $201.7M |
| 净利润 | $341.0M | — |
| 毛利率 | 82.5% | 31.8% |
| 营业利润率 | 9.7% | -4.1% |
| 净利率 | 12.3% | — |
| 营收同比 | 12.0% | 0.4% |
| 净利润同比 | -26.0% | — |
| 每股收益(稀释后) | — | $-0.06 |
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
ABNB
GPRO
| Q4 25 | $2.8B | $201.7M | ||
| Q3 25 | $4.1B | $162.9M | ||
| Q2 25 | $3.1B | $152.6M | ||
| Q1 25 | $2.3B | $134.3M | ||
| Q4 24 | $2.5B | $200.9M | ||
| Q3 24 | $3.7B | $258.9M | ||
| Q2 24 | $2.7B | $186.2M | ||
| Q1 24 | $2.1B | $155.5M |
净利润
ABNB
GPRO
| Q4 25 | $341.0M | — | ||
| Q3 25 | $1.4B | $-21.3M | ||
| Q2 25 | $642.0M | $-16.4M | ||
| Q1 25 | $154.0M | $-46.7M | ||
| Q4 24 | $461.0M | — | ||
| Q3 24 | $1.4B | $-8.2M | ||
| Q2 24 | $555.0M | $-47.8M | ||
| Q1 24 | $264.0M | $-339.1M |
毛利率
ABNB
GPRO
| Q4 25 | 82.5% | 31.8% | ||
| Q3 25 | 86.6% | 35.1% | ||
| Q2 25 | 82.4% | 35.8% | ||
| Q1 25 | 77.7% | 32.1% | ||
| Q4 24 | 82.8% | 34.7% | ||
| Q3 24 | 87.5% | 35.5% | ||
| Q2 24 | 81.6% | 30.5% | ||
| Q1 24 | 77.6% | 34.1% |
营业利润率
ABNB
GPRO
| Q4 25 | 9.7% | -4.1% | ||
| Q3 25 | 39.7% | -9.8% | ||
| Q2 25 | 19.8% | -9.2% | ||
| Q1 25 | 1.7% | -33.7% | ||
| Q4 24 | 17.3% | -19.5% | ||
| Q3 24 | 40.9% | -3.1% | ||
| Q2 24 | 18.1% | -25.0% | ||
| Q1 24 | 4.7% | -26.6% |
净利率
ABNB
GPRO
| Q4 25 | 12.3% | — | ||
| Q3 25 | 33.6% | -13.0% | ||
| Q2 25 | 20.7% | -10.8% | ||
| Q1 25 | 6.8% | -34.8% | ||
| Q4 24 | 18.6% | — | ||
| Q3 24 | 36.7% | -3.2% | ||
| Q2 24 | 20.2% | -25.7% | ||
| Q1 24 | 12.3% | -218.1% |
每股收益(稀释后)
ABNB
GPRO
| Q4 25 | — | $-0.06 | ||
| Q3 25 | — | $-0.13 | ||
| Q2 25 | — | $-0.10 | ||
| Q1 25 | — | $-0.30 | ||
| Q4 24 | — | $-0.22 | ||
| Q3 24 | — | $-0.05 | ||
| Q2 24 | — | $-0.31 | ||
| Q1 24 | — | $-2.24 |
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 | $11.0B | $49.7M |
| 总债务越低越好 | — | $44.3M |
| 股东权益账面价值 | $8.2B | $76.5M |
| 总资产 | $22.2B | $428.0M |
| 负债/权益比越低杠杆越低 | — | 0.58× |
8季度趋势,按日历期对齐
现金及短期投资
ABNB
GPRO
| Q4 25 | $11.0B | $49.7M | ||
| Q3 25 | $11.7B | $152.8M | ||
| Q2 25 | $11.4B | $58.6M | ||
| Q1 25 | $11.5B | $69.6M | ||
| Q4 24 | $10.6B | $102.8M | ||
| Q3 24 | $11.3B | $130.2M | ||
| Q2 24 | $11.3B | $133.0M | ||
| Q1 24 | $11.1B | $133.7M |
总债务
ABNB
GPRO
| Q4 25 | — | $44.3M | ||
| Q3 25 | — | $43.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $93.1M | ||
| Q2 24 | — | $92.9M | ||
| Q1 24 | — | $92.7M |
股东权益
ABNB
GPRO
| Q4 25 | $8.2B | $76.5M | ||
| Q3 25 | $8.6B | $80.5M | ||
| Q2 25 | $7.8B | $97.9M | ||
| Q1 25 | $7.9B | $110.0M | ||
| Q4 24 | $8.4B | $151.7M | ||
| Q3 24 | $8.5B | $183.9M | ||
| Q2 24 | $8.0B | $184.7M | ||
| Q1 24 | $7.9B | $224.9M |
总资产
ABNB
GPRO
| Q4 25 | $22.2B | $428.0M | ||
| Q3 25 | $23.1B | $538.6M | ||
| Q2 25 | $27.0B | $439.0M | ||
| Q1 25 | $25.1B | $462.5M | ||
| Q4 24 | $21.0B | $543.7M | ||
| Q3 24 | $22.2B | $661.6M | ||
| Q2 24 | $26.3B | $556.8M | ||
| Q1 24 | $24.5B | $575.8M |
负债/权益比
ABNB
GPRO
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.55× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.51× | ||
| Q2 24 | — | 0.50× | ||
| Q1 24 | — | 0.41× |
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 | $526.0M | $15.6M |
| 自由现金流经营现金流 - 资本支出 | — | $15.0M |
| 自由现金流率自由现金流/营收 | — | 7.4% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 现金转化率经营现金流/净利润 | 1.54× | — |
| 过去12个月自由现金流最近4个季度 | — | $-24.0M |
8季度趋势,按日历期对齐
经营现金流
ABNB
GPRO
| Q4 25 | $526.0M | $15.6M | ||
| Q3 25 | $1.4B | $12.2M | ||
| Q2 25 | $975.0M | $8.8M | ||
| Q1 25 | $1.8B | $-57.2M | ||
| Q4 24 | $466.0M | $-25.1M | ||
| Q3 24 | $1.1B | $-2.2M | ||
| Q2 24 | $1.1B | $605.0K | ||
| Q1 24 | $1.9B | $-98.4M |
自由现金流
ABNB
GPRO
| Q4 25 | — | $15.0M | ||
| Q3 25 | — | $11.2M | ||
| Q2 25 | — | $8.3M | ||
| Q1 25 | — | $-58.5M | ||
| Q4 24 | — | $-25.5M | ||
| Q3 24 | — | $-4.2M | ||
| Q2 24 | — | $-111.0K | ||
| Q1 24 | — | $-99.4M |
自由现金流率
ABNB
GPRO
| Q4 25 | — | 7.4% | ||
| Q3 25 | — | 6.9% | ||
| Q2 25 | — | 5.4% | ||
| Q1 25 | — | -43.5% | ||
| Q4 24 | — | -12.7% | ||
| Q3 24 | — | -1.6% | ||
| Q2 24 | — | -0.1% | ||
| Q1 24 | — | -63.9% |
资本支出强度
ABNB
GPRO
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.6% |
现金转化率
ABNB
GPRO
| Q4 25 | 1.54× | — | ||
| Q3 25 | 0.99× | — | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 11.62× | — | ||
| Q4 24 | 1.01× | — | ||
| Q3 24 | 0.79× | — | ||
| Q2 24 | 1.89× | — | ||
| Q1 24 | 7.28× | — |
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
ABNB
| North America | $1.1B | 41% |
| EMEA | $930.0M | 33% |
| Latin America | $351.0M | 13% |
| Other | $351.0M | 13% |
GPRO
暂无分部数据