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爱彼迎（ABNB）与SHOE CARNIVAL INC（SCVL）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SHOE CARNIVAL INC的9.3倍（$2.8B vs $297.2M）。爱彼迎净利率更高（12.3% vs 4.9%，领先7.3%）。爱彼迎同比增速更快（12.0% vs -3.2%）。过去两年爱彼迎的营收复合增速更高（13.9% vs 3.0%）
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。
Shoe Carnival Inc是一家美国家庭鞋类零售商，目前在美国中西部、南部、东南部地区以及波多黎各共开设了429家门店。该公司由大卫·拉塞尔于1978年创立，截至2025年，其总部位于南卡罗来纳州福特米尔。
ABNB vs SCVL — 直观对比
营收规模更大
ABNB
是对方的9.3倍
$297.2M
营收增速更快
ABNB
高出15.2%
-3.2%
净利率更高
ABNB
高出7.3%
4.9%
两年增速更快
ABNB
近两年复合增速
3.0%
损益表 — Q4 2025 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $297.2M |
| 净利润 | $341.0M | $14.6M |
| 毛利率 | 82.5% | 37.6% |
| 营业利润率 | 9.7% | 6.3% |
| 净利率 | 12.3% | 4.9% |
| 营收同比 | 12.0% | -3.2% |
| 净利润同比 | -26.0% | -23.9% |
| 每股收益（稀释后） | — | $0.53 |
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ABNBSCVL
| Q4 25 | $2.8B | $297.2M | ||
| Q3 25 | $4.1B | $306.4M | ||
| Q2 25 | $3.1B | $277.7M | ||
| Q1 25 | $2.3B | $262.9M | ||
| Q4 24 | $2.5B | $306.9M | ||
| Q3 24 | $3.7B | $332.7M | ||
| Q2 24 | $2.7B | $300.4M | ||
| Q1 24 | $2.1B | $280.2M |
净利润ABNBSCVL
| Q4 25 | $341.0M | $14.6M | ||
| Q3 25 | $1.4B | $19.2M | ||
| Q2 25 | $642.0M | $9.3M | ||
| Q1 25 | $154.0M | $14.7M | ||
| Q4 24 | $461.0M | $19.2M | ||
| Q3 24 | $1.4B | $22.6M | ||
| Q2 24 | $555.0M | $17.3M | ||
| Q1 24 | $264.0M | $15.5M |
毛利率ABNBSCVL
| Q4 25 | 82.5% | 37.6% | ||
| Q3 25 | 86.6% | 38.8% | ||
| Q2 25 | 82.4% | 34.5% | ||
| Q1 25 | 77.7% | 34.9% | ||
| Q4 24 | 82.8% | 36.0% | ||
| Q3 24 | 87.5% | 36.1% | ||
| Q2 24 | 81.6% | 35.6% | ||
| Q1 24 | 77.6% | 35.6% |
营业利润率ABNBSCVL
| Q4 25 | 9.7% | 6.3% | ||
| Q3 25 | 39.7% | 8.2% | ||
| Q2 25 | 19.8% | 4.3% | ||
| Q1 25 | 1.7% | 5.3% | ||
| Q4 24 | 17.3% | 8.0% | ||
| Q3 24 | 40.9% | 9.0% | ||
| Q2 24 | 18.1% | 7.5% | ||
| Q1 24 | 4.7% | 7.1% |
净利率ABNBSCVL
| Q4 25 | 12.3% | 4.9% | ||
| Q3 25 | 33.6% | 6.3% | ||
| Q2 25 | 20.7% | 3.4% | ||
| Q1 25 | 6.8% | 5.6% | ||
| Q4 24 | 18.6% | 6.3% | ||
| Q3 24 | 36.7% | 6.8% | ||
| Q2 24 | 20.2% | 5.8% | ||
| Q1 24 | 12.3% | 5.5% |
每股收益（稀释后）ABNBSCVL
| Q4 25 | — | $0.53 | ||
| Q3 25 | — | $0.70 | ||
| Q2 25 | — | $0.34 | ||
| Q1 25 | — | $0.53 | ||
| Q4 24 | — | $0.70 | ||
| Q3 24 | — | $0.82 | ||
| Q2 24 | — | $0.63 | ||
| Q1 24 | — | $0.57 |
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 | $107.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $683.2M |
| 总资产 | $22.2B | $1.2B |
| 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ABNBSCVL
| Q4 25 | $11.0B | $107.7M | ||
| Q3 25 | $11.7B | $91.9M | ||
| Q2 25 | $11.4B | $93.0M | ||
| Q1 25 | $11.5B | $123.1M | ||
| Q4 24 | $10.6B | $91.1M | ||
| Q3 24 | $11.3B | $84.5M | ||
| Q2 24 | $11.3B | $69.5M | ||
| Q1 24 | $11.1B | $111.2M |
股东权益ABNBSCVL
| Q4 25 | $8.2B | $683.2M | ||
| Q3 25 | $8.6B | $670.7M | ||
| Q2 25 | $7.8B | $653.6M | ||
| Q1 25 | $7.9B | $649.0M | ||
| Q4 24 | $8.4B | $635.7M | ||
| Q3 24 | $8.5B | $618.5M | ||
| Q2 24 | $8.0B | $597.8M | ||
| Q1 24 | $7.9B | $583.4M |
总资产ABNBSCVL
| Q4 25 | $22.2B | $1.2B | ||
| Q3 25 | $23.1B | $1.2B | ||
| Q2 25 | $27.0B | $1.1B | ||
| Q1 25 | $25.1B | $1.1B | ||
| Q4 24 | $21.0B | $1.1B | ||
| Q3 24 | $22.2B | $1.1B | ||
| Q2 24 | $26.3B | $1.1B | ||
| Q1 24 | $24.5B | $1.0B |
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 | $33.6M |
| 自由现金流经营现金流 - 资本支出 | — | $19.7M |
| 自由现金流率自由现金流/营收 | — | 6.6% |
| 资本支出强度资本支出/营收 | — | 4.7% |
| 现金转化率经营现金流/净利润 | 1.54× | 2.30× |
| 过去12个月自由现金流最近4个季度 | — | $35.1M |
8季度趋势，按日历期对齐
经营现金流ABNBSCVL
| Q4 25 | $526.0M | $33.6M | ||
| Q3 25 | $1.4B | $13.3M | ||
| Q2 25 | $975.0M | $-9.6M | ||
| Q1 25 | $1.8B | $44.5M | ||
| Q4 24 | $466.0M | $17.3M | ||
| Q3 24 | $1.1B | $23.7M | ||
| Q2 24 | $1.1B | $17.1M | ||
| Q1 24 | $1.9B | $53.4M |
自由现金流ABNBSCVL
| Q4 25 | — | $19.7M | ||
| Q3 25 | — | $2.2M | ||
| Q2 25 | — | $-23.0M | ||
| Q1 25 | — | $36.2M | ||
| Q4 24 | — | $8.3M | ||
| Q3 24 | — | $18.2M | ||
| Q2 24 | — | $6.9M | ||
| Q1 24 | — | $40.7M |
自由现金流率ABNBSCVL
| Q4 25 | — | 6.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | -8.3% | ||
| Q1 25 | — | 13.8% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | 2.3% | ||
| Q1 24 | — | 14.5% |
资本支出强度ABNBSCVL
| Q4 25 | — | 4.7% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.8% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 3.4% | ||
| Q1 24 | — | 4.5% |
现金转化率ABNBSCVL
| Q4 25 | 1.54× | 2.30× | ||
| Q3 25 | 0.99× | 0.69× | ||
| Q2 25 | 1.52× | -1.03× | ||
| Q1 25 | 11.62× | 3.04× | ||
| Q4 24 | 1.01× | 0.90× | ||
| Q3 24 | 0.79× | 1.05× | ||
| Q2 24 | 1.89× | 0.99× | ||
| Q1 24 | 7.28× | 3.44× |
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% |
SCVL
暂无分部数据
