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ACV Auctions Inc.（ACVA）与GDEV Inc.（GDEV）财务数据对比。点击上方公司名可切换其他公司
ACV Auctions Inc.的季度营收约是GDEV Inc.的1.5倍（$183.6M vs $119.9M），ACV Auctions Inc.同比增速更快（15.1% vs 13.3%）
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。
GDEV Inc.是一家游戏娱乐控股公司，在纳斯达克上市，总部位于塞浦路斯利马索尔。该公司前身为2014年成立的游戏公司Nexters，2023年6月改组为控股集团，是欧洲前五的独立移动游戏企业，旗下拥有Nexters Studio、Cubic Games、Royal Ark、Game Gears、Light Hour Games等工作室，分支机构分布在塞浦路斯、亚美尼亚、哈萨克斯坦等地。
ACVA vs GDEV — 直观对比
营收规模更大
ACVA
是对方的1.5倍
$119.9M
营收增速更快
ACVA
高出1.8%
13.3%
损益表 — Q4 FY2025 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $183.6M | $119.9M |
| 净利润 | — | $16.6M |
| 毛利率 | — | — |
| 营业利润率 | -9.7% | 15.5% |
| 净利率 | — | 13.9% |
| 营收同比 | 15.1% | 13.3% |
| 净利润同比 | — | 13.0% |
| 每股收益（稀释后） | $-0.12 | $0.90 |
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ACVAGDEV
| Q4 25 | $183.6M | — | ||
| Q3 25 | $199.6M | — | ||
| Q2 25 | $193.7M | $119.9M | ||
| Q1 25 | $182.7M | — | ||
| Q4 24 | $159.5M | — | ||
| Q3 24 | $171.3M | — | ||
| Q2 24 | $160.6M | $105.8M | ||
| Q1 24 | $145.7M | — |
净利润ACVAGDEV
| Q4 25 | — | — | ||
| Q3 25 | $-24.5M | — | ||
| Q2 25 | $-7.3M | $16.6M | ||
| Q1 25 | $-14.8M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $-16.0M | — | ||
| Q2 24 | $-17.1M | $14.7M | ||
| Q1 24 | $-20.5M | — |
营业利润率ACVAGDEV
| Q4 25 | -9.7% | — | ||
| Q3 25 | -11.9% | — | ||
| Q2 25 | -3.7% | 15.5% | ||
| Q1 25 | -7.9% | — | ||
| Q4 24 | -16.2% | — | ||
| Q3 24 | -10.0% | — | ||
| Q2 24 | -11.6% | 14.4% | ||
| Q1 24 | -15.5% | — |
净利率ACVAGDEV
| Q4 25 | — | — | ||
| Q3 25 | -12.3% | — | ||
| Q2 25 | -3.8% | 13.9% | ||
| Q1 25 | -8.1% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -9.4% | — | ||
| Q2 24 | -10.6% | 13.9% | ||
| Q1 24 | -14.1% | — |
每股收益（稀释后）ACVAGDEV
| Q4 25 | $-0.12 | — | ||
| Q3 25 | $-0.14 | — | ||
| Q2 25 | $-0.04 | $0.90 | ||
| Q1 25 | $-0.09 | — | ||
| Q4 24 | $-0.15 | — | ||
| Q3 24 | $-0.10 | — | ||
| Q2 24 | $-0.10 | $0.81 | ||
| 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 | $41.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $429.7M | $-129.4M |
| 总资产 | $1.1B | $210.2M |
| 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ACVAGDEV
| Q4 25 | $271.5M | — | ||
| Q3 25 | $265.3M | — | ||
| Q2 25 | $258.4M | $41.6M | ||
| Q1 25 | $291.9M | — | ||
| Q4 24 | $224.1M | — | ||
| Q3 24 | $252.5M | — | ||
| Q2 24 | $215.0M | $50.8M | ||
| Q1 24 | $209.8M | — |
股东权益ACVAGDEV
| Q4 25 | $429.7M | — | ||
| Q3 25 | $434.4M | — | ||
| Q2 25 | $448.8M | $-129.4M | ||
| Q1 25 | $439.6M | — | ||
| Q4 24 | $440.0M | — | ||
| Q3 24 | $456.2M | — | ||
| Q2 24 | $457.6M | $-118.7M | ||
| Q1 24 | $458.3M | — |
总资产ACVAGDEV
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.1B | $210.2M | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $984.1M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | $282.8M | ||
| 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 | — |
| 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 | — | — |
| 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ACVAGDEV
| Q4 25 | $-12.4M | — | ||
| Q3 25 | $10.3M | — | ||
| Q2 25 | $13.7M | — | ||
| Q1 25 | $66.6M | — | ||
| Q4 24 | $-3.2M | — | ||
| Q3 24 | $21.1M | — | ||
| Q2 24 | $4.5M | — | ||
| Q1 24 | $43.0M | — |
自由现金流ACVAGDEV
| 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ACVAGDEV
| 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ACVAGDEV
| 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% | — |
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% |
GDEV
暂无分部数据
