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Amplitude, Inc.（AMPL）与Fathom Holdings Inc.（FTHM）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Fathom Holdings Inc.的1.0倍（$91.4M vs $90.6M），Fathom Holdings Inc.净利率更高（-7.4% vs -19.3%，领先11.9%），Amplitude, Inc.同比增速更快（17.0% vs -1.2%），Amplitude, Inc.自由现金流更多（$12.7M vs $-20.7M），过去两年Fathom Holdings Inc.的营收复合增速更高（13.4% vs 12.2%）
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。
Fathom Holdings Inc.是一家总部位于美国的房地产科技与服务企业，为房产经纪人、经纪机构和消费者提供数字交易管理、按揭服务、产权保险、住宅经纪等一站式解决方案，业务覆盖美国大部分区域市场。
AMPL vs FTHM — 直观对比
营收规模更大
AMPL
是对方的1.0倍
$90.6M
营收增速更快
AMPL
高出18.3%
-1.2%
净利率更高
FTHM
高出11.9%
-19.3%
自由现金流更多
AMPL
多$33.3M
$-20.7M
两年增速更快
FTHM
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $90.6M |
| 净利润 | $-17.7M | $-6.7M |
| 毛利率 | 74.6% | — |
| 营业利润率 | -18.3% | -5.2% |
| 净利率 | -19.3% | -7.4% |
| 营收同比 | 17.0% | -1.2% |
| 净利润同比 | 45.8% | -7.7% |
| 每股收益（稀释后） | $-0.13 | $-0.20 |
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AMPLFTHM
| Q4 25 | $91.4M | $90.6M | ||
| Q3 25 | $88.6M | $115.3M | ||
| Q2 25 | $83.3M | $121.4M | ||
| Q1 25 | $80.0M | $93.1M | ||
| Q4 24 | $78.1M | $91.7M | ||
| Q3 24 | $75.2M | $83.7M | ||
| Q2 24 | $73.3M | $89.2M | ||
| Q1 24 | $72.6M | $70.5M |
净利润AMPLFTHM
| Q4 25 | $-17.7M | $-6.7M | ||
| Q3 25 | $-24.0M | $-4.4M | ||
| Q2 25 | $-24.7M | $-3.6M | ||
| Q1 25 | $-22.2M | $-5.6M | ||
| Q4 24 | $-32.6M | $-6.2M | ||
| Q3 24 | $-16.9M | $-8.1M | ||
| Q2 24 | $-23.4M | $-1.3M | ||
| Q1 24 | $-21.5M | $-5.9M |
毛利率AMPLFTHM
| Q4 25 | 74.6% | — | ||
| Q3 25 | 73.9% | — | ||
| Q2 25 | 72.6% | — | ||
| Q1 25 | 74.7% | — | ||
| Q4 24 | 74.7% | — | ||
| Q3 24 | 75.1% | — | ||
| Q2 24 | 73.4% | — | ||
| Q1 24 | 74.0% | — |
营业利润率AMPLFTHM
| Q4 25 | -18.3% | -5.2% | ||
| Q3 25 | -26.0% | -3.5% | ||
| Q2 25 | -29.0% | -2.0% | ||
| Q1 25 | -26.8% | -4.8% | ||
| Q4 24 | -41.2% | -7.0% | ||
| Q3 24 | -21.4% | -9.3% | ||
| Q2 24 | -31.7% | -4.1% | ||
| Q1 24 | -29.0% | -8.0% |
净利率AMPLFTHM
| Q4 25 | -19.3% | -7.4% | ||
| Q3 25 | -27.1% | -3.8% | ||
| Q2 25 | -29.6% | -3.0% | ||
| Q1 25 | -27.8% | -6.1% | ||
| Q4 24 | -41.7% | -6.8% | ||
| Q3 24 | -22.4% | -9.7% | ||
| Q2 24 | -31.9% | -1.5% | ||
| Q1 24 | -29.5% | -8.4% |
每股收益（稀释后）AMPLFTHM
| Q4 25 | $-0.13 | $-0.20 | ||
| Q3 25 | $-0.18 | $-0.15 | ||
| Q2 25 | $-0.19 | $-0.13 | ||
| Q1 25 | $-0.17 | $-0.24 | ||
| Q4 24 | $-0.25 | $-0.29 | ||
| Q3 24 | $-0.14 | $-0.40 | ||
| Q2 24 | $-0.19 | $-0.07 | ||
| Q1 24 | $-0.18 | $-0.31 |
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 | $5.8M |
| 总债务越低越好 | — | $5.6M |
| 股东权益账面价值 | $245.3M | $37.4M |
| 总资产 | $420.7M | $78.0M |
| 负债/权益比越低杠杆越低 | — | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资AMPLFTHM
| Q4 25 | $192.0M | $5.8M | ||
| Q3 25 | $189.2M | $9.8M | ||
| Q2 25 | $208.1M | $4.9M | ||
| Q1 25 | $209.0M | $8.0M | ||
| Q4 24 | $241.1M | $7.1M | ||
| Q3 24 | $319.9M | $13.1M | ||
| Q2 24 | $318.3M | $10.4M | ||
| Q1 24 | $316.1M | $5.7M |
总债务AMPLFTHM
| Q4 25 | — | $5.6M | ||
| Q3 25 | — | $5.1M | ||
| Q2 25 | — | $5.1M | ||
| Q1 25 | — | $5.1M | ||
| Q4 24 | — | $9.5M | ||
| Q3 24 | — | $8.8M | ||
| Q2 24 | — | $3.6M | ||
| Q1 24 | — | $3.7M |
股东权益AMPLFTHM
| Q4 25 | $245.3M | $37.4M | ||
| Q3 25 | $262.2M | $43.4M | ||
| Q2 25 | $279.5M | $40.7M | ||
| Q1 25 | $289.5M | $43.4M | ||
| Q4 24 | $296.6M | $44.7M | ||
| Q3 24 | $290.0M | $47.1M | ||
| Q2 24 | $287.3M | $53.1M | ||
| Q1 24 | $289.2M | $51.9M |
总资产AMPLFTHM
| Q4 25 | $420.7M | $78.0M | ||
| Q3 25 | $438.1M | $83.2M | ||
| Q2 25 | $456.6M | $80.4M | ||
| Q1 25 | $445.8M | $81.0M | ||
| Q4 24 | $445.9M | $75.4M | ||
| Q3 24 | $445.6M | $80.9M | ||
| Q2 24 | $445.4M | $80.2M | ||
| Q1 24 | $437.9M | $78.2M |
负债/权益比AMPLFTHM
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.19× | ||
| Q2 24 | — | 0.07× | ||
| Q1 24 | — | 0.07× |
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 | $-20.5M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $-20.7M |
| 自由现金流率自由现金流/营收 | 13.8% | -22.8% |
| 资本支出强度资本支出/营收 | 0.2% | 0.1% |
| 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 | $-29.4M |
8季度趋势，按日历期对齐
经营现金流AMPLFTHM
| Q4 25 | $12.8M | $-20.5M | ||
| Q3 25 | $5.0M | $3.0M | ||
| Q2 25 | $20.1M | $-5.9M | ||
| Q1 25 | $-8.0M | $-5.7M | ||
| Q4 24 | $3.2M | $-4.7M | ||
| Q3 24 | $6.2M | $-330.0K | ||
| Q2 24 | $9.2M | $-3.1M | ||
| Q1 24 | $-48.0K | $-947.0K |
自由现金流AMPLFTHM
| Q4 25 | $12.7M | $-20.7M | ||
| Q3 25 | $4.5M | $3.0M | ||
| Q2 25 | $19.5M | $-6.0M | ||
| Q1 25 | $-8.5M | $-5.8M | ||
| Q4 24 | $2.4M | $-4.7M | ||
| Q3 24 | $6.2M | $-364.0K | ||
| Q2 24 | $8.6M | $-3.1M | ||
| Q1 24 | $-405.0K | $-948.0K |
自由现金流率AMPLFTHM
| Q4 25 | 13.8% | -22.8% | ||
| Q3 25 | 5.1% | 2.6% | ||
| Q2 25 | 23.4% | -4.9% | ||
| Q1 25 | -10.6% | -6.2% | ||
| Q4 24 | 3.1% | -5.2% | ||
| Q3 24 | 8.2% | -0.4% | ||
| Q2 24 | 11.8% | -3.5% | ||
| Q1 24 | -0.6% | -1.3% |
资本支出强度AMPLFTHM
| Q4 25 | 0.2% | 0.1% | ||
| Q3 25 | 0.5% | 0.0% | ||
| Q2 25 | 0.6% | 0.0% | ||
| Q1 25 | 0.5% | 0.0% | ||
| Q4 24 | 1.0% | 0.1% | ||
| Q3 24 | 0.0% | 0.0% | ||
| Q2 24 | 0.8% | 0.0% | ||
| Q1 24 | 0.5% | 0.0% |
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% |
FTHM
| Real Estate Brokerage | $84.9M | 94% |
| Mortgage Segment | $3.4M | 4% |
| Other | $2.3M | 3% |
