vs
ACV Auctions Inc.（ACVA）与阿里巴巴集团控股有限公司（BABA）财务数据对比。点击上方公司名可切换其他公司
阿里巴巴集团控股有限公司的季度营收约是ACV Auctions Inc.的211.1倍（$38.8B vs $183.6M）
ACV Auctions Inc.是北美领先的数字化二手车批发拍卖平台，主要服务美加两地汽车经销商，提供车辆透明检测、安全支付、物流配送等全链条服务，助力注册批发买卖双方无需线下到场即可高效完成二手车交易。
阿里巴巴集团控股有限公司是1999年6月28日于浙江杭州创立的中国跨国科技企业，核心业务覆盖电商、零售、互联网及科技领域，运营面向中国及全球市场的C2C、B2C、B2B交易平台，同时提供本地生活服务、数字媒体娱乐、物流、云计算等多元服务，服务全球海量消费者与企业客户。
ACVA vs BABA — 直观对比
营收规模更大
BABA
是对方的211.1倍
$183.6M
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $183.6M | $38.8B |
| 净利润 | — | $2.2B |
| 毛利率 | — | 40.2% |
| 营业利润率 | -9.7% | 6.6% |
| 净利率 | — | 5.8% |
| 营收同比 | 15.1% | — |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $-0.12 | $6.64 |
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ACVABABA
| Q4 25 | $183.6M | $38.8B | ||
| Q3 25 | $199.6M | $34.2B | ||
| Q2 25 | $193.7M | $32.6B | ||
| Q1 25 | $182.7M | — | ||
| Q4 24 | $159.5M | $38.7B | ||
| Q3 24 | $171.3M | — | ||
| Q2 24 | $160.6M | — | ||
| Q1 24 | $145.7M | — |
净利润ACVABABA
| Q4 25 | — | $2.2B | ||
| Q3 25 | $-24.5M | $2.9B | ||
| Q2 25 | $-7.3M | $1.7B | ||
| Q1 25 | $-14.8M | — | ||
| Q4 24 | — | $6.8B | ||
| Q3 24 | $-16.0M | — | ||
| Q2 24 | $-17.1M | — | ||
| Q1 24 | $-20.5M | — |
毛利率ACVABABA
| Q4 25 | — | 40.2% | ||
| Q3 25 | — | 39.2% | ||
| Q2 25 | — | 38.4% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 42.0% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率ACVABABA
| Q4 25 | -9.7% | 6.6% | ||
| Q3 25 | -11.9% | 2.2% | ||
| Q2 25 | -3.7% | 12.0% | ||
| Q1 25 | -7.9% | — | ||
| Q4 24 | -16.2% | 14.7% | ||
| Q3 24 | -10.0% | — | ||
| Q2 24 | -11.6% | — | ||
| Q1 24 | -15.5% | — |
净利率ACVABABA
| Q4 25 | — | 5.8% | ||
| Q3 25 | -12.3% | 8.5% | ||
| Q2 25 | -3.8% | 5.3% | ||
| Q1 25 | -8.1% | — | ||
| Q4 24 | — | 17.5% | ||
| Q3 24 | -9.4% | — | ||
| Q2 24 | -10.6% | — | ||
| Q1 24 | -14.1% | — |
每股收益（稀释后）ACVABABA
| Q4 25 | $-0.12 | $6.64 | ||
| Q3 25 | $-0.14 | $8.72 | ||
| Q2 25 | $-0.04 | $5.20 | ||
| Q1 25 | $-0.09 | — | ||
| Q4 24 | $-0.15 | $20.40 | ||
| Q3 24 | $-0.10 | — | ||
| Q2 24 | $-0.10 | — | ||
| Q1 24 | $-0.13 | — |
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 | $271.5M | $18.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $429.7M | $148.7B |
| 总资产 | $1.1B | $268.6B |
| 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ACVABABA
| Q4 25 | $271.5M | $18.3B | ||
| Q3 25 | $265.3M | $19.0B | ||
| Q2 25 | $258.4M | $20.0B | ||
| Q1 25 | $291.9M | — | ||
| Q4 24 | $224.1M | $22.3B | ||
| Q3 24 | $252.5M | — | ||
| Q2 24 | $215.0M | — | ||
| Q1 24 | $209.8M | — |
股东权益ACVABABA
| Q4 25 | $429.7M | $148.7B | ||
| Q3 25 | $434.4M | $145.0B | ||
| Q2 25 | $448.8M | $139.2B | ||
| Q1 25 | $439.6M | — | ||
| Q4 24 | $440.0M | $137.2B | ||
| Q3 24 | $456.2M | — | ||
| Q2 24 | $457.6M | — | ||
| Q1 24 | $458.3M | — |
总资产ACVABABA
| Q4 25 | $1.1B | $268.6B | ||
| Q3 25 | $1.2B | $264.6B | ||
| Q2 25 | $1.1B | $248.6B | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $984.1M | $254.1B | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $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 | $-12.4M | $5.2B |
| 自由现金流经营现金流 - 资本支出 | $-14.7M | — |
| 自由现金流率自由现金流/营收 | -8.0% | — |
| 资本支出强度资本支出/营收 | 1.2% | — |
| 现金转化率经营现金流/净利润 | — | 2.31× |
| 过去12个月自由现金流最近4个季度 | $69.1M | — |
8季度趋势，按日历期对齐
经营现金流ACVABABA
| Q4 25 | $-12.4M | $5.2B | ||
| Q3 25 | $10.3M | $1.4B | ||
| Q2 25 | $13.7M | $3.8B | ||
| Q1 25 | $66.6M | — | ||
| Q4 24 | $-3.2M | $9.7B | ||
| Q3 24 | $21.1M | — | ||
| Q2 24 | $4.5M | — | ||
| Q1 24 | $43.0M | — |
自由现金流ACVABABA
| Q4 25 | $-14.7M | — | ||
| Q3 25 | $7.7M | — | ||
| Q2 25 | $10.9M | — | ||
| Q1 25 | $65.3M | — | ||
| Q4 24 | $-3.9M | — | ||
| Q3 24 | $20.2M | — | ||
| Q2 24 | $2.7M | — | ||
| Q1 24 | $41.9M | — |
自由现金流率ACVABABA
| Q4 25 | -8.0% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 5.6% | — | ||
| Q1 25 | 35.7% | — | ||
| Q4 24 | -2.5% | — | ||
| Q3 24 | 11.8% | — | ||
| Q2 24 | 1.7% | — | ||
| Q1 24 | 28.8% | — |
资本支出强度ACVABABA
| Q4 25 | 1.2% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.5% | — | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 1.1% | — | ||
| Q1 24 | 0.7% | — |
现金转化率ACVABABA
| Q4 25 | — | 2.31× | ||
| Q3 25 | — | 0.49× | ||
| Q2 25 | — | 2.19× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.43× | ||
| Q3 24 | — | — | ||
| 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
业务分部营收拆解
ACVA
| Auction Marketplace Revenue | $77.6M | 42% |
| Other Marketplace Revenue | $72.4M | 39% |
| Customer Assurance | $24.1M | 13% |
| Data Services Revenue | $9.4M | 5% |
BABA
| Alibaba China E-commerce Group | $22.8B | 59% |
| All others | $9.6B | 25% |
| Cloud Intelligence Group | $6.2B | 16% |
