vs
Amplitude, Inc.（AMPL）与Canopy Growth Corp（CGC）财务数据对比。点击上方公司名可切换其他公司
Amplitude, Inc.的季度营收约是Canopy Growth Corp的1.7倍（$91.4M vs $54.4M），Amplitude, Inc.净利率更高（-19.3% vs -84.0%，领先64.7%），Amplitude, Inc.同比增速更快（17.0% vs -0.3%），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs 1.2%）
Amplitude是一家美国企业，专注于研发数字分析软件，能够帮助企业梳理用户行为数据、优化产品决策与数字化运营体验。该公司于2021年9月28日在纳斯达克交易所挂牌上市，股票代码为AMPL。
Canopy Growth Corp前身为Tweed Marijuana Inc，是一家总部位于加拿大安大略省史密斯福尔斯的大麻企业，在北美大麻行业拥有较高知名度，主要从事大麻相关产品的研发、生产与销售业务。
AMPL vs CGC — 直观对比
营收规模更大
AMPL
是对方的1.7倍
$54.4M
营收增速更快
AMPL
高出17.3%
-0.3%
净利率更高
AMPL
高出64.7%
-84.0%
两年增速更快
AMPL
近两年复合增速
1.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $54.4M |
| 净利润 | $-17.7M | $-45.7M |
| 毛利率 | 74.6% | 28.8% |
| 营业利润率 | -18.3% | -35.3% |
| 净利率 | -19.3% | -84.0% |
| 营收同比 | 17.0% | -0.3% |
| 净利润同比 | 45.8% | 48.6% |
| 每股收益（稀释后） | $-0.13 | — |
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AMPLCGC
| Q4 25 | $91.4M | $54.4M | ||
| Q3 25 | $88.6M | $48.7M | ||
| Q2 25 | $83.3M | $52.7M | ||
| Q1 25 | $80.0M | $47.5M | ||
| Q4 24 | $78.1M | $54.6M | ||
| Q3 24 | $75.2M | $46.0M | ||
| Q2 24 | $73.3M | $48.3M | ||
| Q1 24 | $72.6M | $53.1M |
净利润AMPLCGC
| Q4 25 | $-17.7M | $-45.7M | ||
| Q3 25 | $-24.0M | $-1.2M | ||
| Q2 25 | $-24.7M | $-30.3M | ||
| Q1 25 | $-22.2M | — | ||
| Q4 24 | $-32.6M | $-89.0M | ||
| Q3 24 | $-16.9M | $-93.7M | ||
| Q2 24 | $-23.4M | $-92.8M | ||
| Q1 24 | $-21.5M | — |
毛利率AMPLCGC
| Q4 25 | 74.6% | 28.8% | ||
| Q3 25 | 73.9% | 32.8% | ||
| Q2 25 | 72.6% | 25.0% | ||
| Q1 25 | 74.7% | 16.2% | ||
| Q4 24 | 74.7% | 32.2% | ||
| Q3 24 | 75.1% | 34.7% | ||
| Q2 24 | 73.4% | 34.8% | ||
| Q1 24 | 74.0% | 21.3% |
营业利润率AMPLCGC
| Q4 25 | -18.3% | -35.3% | ||
| Q3 25 | -26.0% | -25.3% | ||
| Q2 25 | -29.0% | -31.4% | ||
| Q1 25 | -26.8% | — | ||
| Q4 24 | -41.2% | -31.9% | ||
| Q3 24 | -21.4% | -72.9% | ||
| Q2 24 | -31.7% | -44.0% | ||
| Q1 24 | -29.0% | — |
净利率AMPLCGC
| Q4 25 | -19.3% | -84.0% | ||
| Q3 25 | -27.1% | -2.5% | ||
| Q2 25 | -29.6% | -57.6% | ||
| Q1 25 | -27.8% | — | ||
| Q4 24 | -41.7% | -163.0% | ||
| Q3 24 | -22.4% | -203.7% | ||
| Q2 24 | -31.9% | -192.0% | ||
| Q1 24 | -29.5% | — |
每股收益（稀释后）AMPLCGC
| Q4 25 | $-0.13 | — | ||
| Q3 25 | $-0.18 | — | ||
| Q2 25 | $-0.19 | — | ||
| Q1 25 | $-0.17 | — | ||
| Q4 24 | $-0.25 | — | ||
| Q3 24 | $-0.14 | — | ||
| Q2 24 | $-0.19 | — | ||
| Q1 24 | $-0.18 | — |
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 | $192.0M | $271.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $245.3M | $553.5M |
| 总资产 | $420.7M | $807.5M |
| 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AMPLCGC
| Q4 25 | $192.0M | $271.1M | ||
| Q3 25 | $189.2M | $217.6M | ||
| Q2 25 | $208.1M | $104.8M | ||
| Q1 25 | $209.0M | $96.0M | ||
| Q4 24 | $241.1M | $130.2M | ||
| Q3 24 | $319.9M | $168.8M | ||
| Q2 24 | $318.3M | $142.3M | ||
| Q1 24 | $316.1M | $148.5M |
股东权益AMPLCGC
| Q4 25 | $245.3M | $553.5M | ||
| Q3 25 | $262.2M | $537.3M | ||
| Q2 25 | $279.5M | $357.0M | ||
| Q1 25 | $289.5M | $355.7M | ||
| Q4 24 | $296.6M | $431.8M | ||
| Q3 24 | $290.0M | $372.1M | ||
| Q2 24 | $287.3M | $389.0M | ||
| Q1 24 | $289.2M | $365.3M |
总资产AMPLCGC
| Q4 25 | $420.7M | $807.5M | ||
| Q3 25 | $438.1M | $781.0M | ||
| Q2 25 | $456.6M | $660.4M | ||
| Q1 25 | $445.8M | $669.9M | ||
| Q4 24 | $445.9M | $849.9M | ||
| Q3 24 | $445.6M | $899.6M | ||
| Q2 24 | $445.4M | $938.9M | ||
| Q1 24 | $437.9M | $949.2M |
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 | $12.8M | — |
| 自由现金流经营现金流 - 资本支出 | $12.7M | — |
| 自由现金流率自由现金流/营收 | 13.8% | — |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 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 | $28.2M | — |
8季度趋势，按日历期对齐
经营现金流AMPLCGC
| Q4 25 | $12.8M | — | ||
| Q3 25 | $5.0M | — | ||
| Q2 25 | $20.1M | $-7.5M | ||
| Q1 25 | $-8.0M | $-121.0M | ||
| Q4 24 | $3.2M | — | ||
| Q3 24 | $6.2M | — | ||
| Q2 24 | $9.2M | $-37.8M | ||
| Q1 24 | $-48.0K | $-205.8M |
自由现金流AMPLCGC
| Q4 25 | $12.7M | — | ||
| Q3 25 | $4.5M | — | ||
| Q2 25 | $19.5M | $-8.5M | ||
| Q1 25 | $-8.5M | $-128.9M | ||
| Q4 24 | $2.4M | — | ||
| Q3 24 | $6.2M | — | ||
| Q2 24 | $8.6M | $-40.7M | ||
| Q1 24 | $-405.0K | $-208.3M |
自由现金流率AMPLCGC
| Q4 25 | 13.8% | — | ||
| Q3 25 | 5.1% | — | ||
| Q2 25 | 23.4% | -16.1% | ||
| Q1 25 | -10.6% | -271.5% | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | 11.8% | -84.1% | ||
| Q1 24 | -0.6% | -392.1% |
资本支出强度AMPLCGC
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.6% | 1.8% | ||
| Q1 25 | 0.5% | 16.6% | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.8% | 5.9% | ||
| Q1 24 | 0.5% | 4.7% |
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
AMPL
| US | $55.8M | 61% |
| International | $35.7M | 39% |
CGC
| Other | $24.0M | 44% |
| Canadian Adult Use Cannabis | $22.9M | 42% |
| International Markets Cannabis | $6.2M | 11% |
| Other Geographical Area | $1.2M | 2% |
