vs
Amplitude, Inc.（AMPL）与JBG SMITH Properties（JBGS）财务数据对比。点击上方公司名可切换其他公司
JBG SMITH Properties的季度营收约是Amplitude, Inc.的1.4倍（$127.6M vs $91.4M），Amplitude, Inc.净利率更高（-19.3% vs -35.7%，领先16.4%），Amplitude, Inc.同比增速更快（17.0% vs -2.5%），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs -6.3%）
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。
JBG SMITH Properties是一家总部位于马里兰州贝塞斯达的上市房地产投资信托公司，专注于持有并运营房地产资产，是美国商业地产领域的专业运营机构，面向市场提供多元化的不动产投资与管理服务。
AMPL vs JBGS — 直观对比
营收规模更大
JBGS
是对方的1.4倍
$91.4M
营收增速更快
AMPL
高出19.5%
-2.5%
净利率更高
AMPL
高出16.4%
-35.7%
两年增速更快
AMPL
近两年复合增速
-6.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $127.6M |
| 净利润 | $-17.7M | $-45.5M |
| 毛利率 | 74.6% | — |
| 营业利润率 | -18.3% | -47.5% |
| 净利率 | -19.3% | -35.7% |
| 营收同比 | 17.0% | -2.5% |
| 净利润同比 | 45.8% | 24.0% |
| 每股收益（稀释后） | $-0.13 | $-0.76 |
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AMPLJBGS
| Q4 25 | $91.4M | $127.6M | ||
| Q3 25 | $88.6M | $123.9M | ||
| Q2 25 | $83.3M | $126.5M | ||
| Q1 25 | $80.0M | $120.7M | ||
| Q4 24 | $78.1M | $130.8M | ||
| Q3 24 | $75.2M | $136.0M | ||
| Q2 24 | $73.3M | $135.3M | ||
| Q1 24 | $72.6M | $145.2M |
净利润AMPLJBGS
| Q4 25 | $-17.7M | $-45.5M | ||
| Q3 25 | $-24.0M | $-28.6M | ||
| Q2 25 | $-24.7M | $-19.2M | ||
| Q1 25 | $-22.2M | $-45.7M | ||
| Q4 24 | $-32.6M | $-59.9M | ||
| Q3 24 | $-16.9M | $-27.0M | ||
| Q2 24 | $-23.4M | $-24.4M | ||
| Q1 24 | $-21.5M | $-32.3M |
毛利率AMPLJBGS
| 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AMPLJBGS
| Q4 25 | -18.3% | -47.5% | ||
| Q3 25 | -26.0% | -27.5% | ||
| Q2 25 | -29.0% | -18.4% | ||
| Q1 25 | -26.8% | -44.7% | ||
| Q4 24 | -41.2% | -53.6% | ||
| Q3 24 | -21.4% | -22.4% | ||
| Q2 24 | -31.7% | -24.3% | ||
| Q1 24 | -29.0% | -30.1% |
净利率AMPLJBGS
| Q4 25 | -19.3% | -35.7% | ||
| Q3 25 | -27.1% | -23.1% | ||
| Q2 25 | -29.6% | -15.2% | ||
| Q1 25 | -27.8% | -37.9% | ||
| Q4 24 | -41.7% | -45.8% | ||
| Q3 24 | -22.4% | -19.8% | ||
| Q2 24 | -31.9% | -18.0% | ||
| Q1 24 | -29.5% | -22.2% |
每股收益（稀释后）AMPLJBGS
| Q4 25 | $-0.13 | $-0.76 | ||
| Q3 25 | $-0.18 | $-0.48 | ||
| Q2 25 | $-0.19 | $-0.29 | ||
| Q1 25 | $-0.17 | $-0.56 | ||
| Q4 24 | $-0.25 | $-0.70 | ||
| Q3 24 | $-0.14 | $-0.32 | ||
| Q2 24 | $-0.19 | $-0.27 | ||
| Q1 24 | $-0.18 | $-0.36 |
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 | $75.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $245.3M | $1.2B |
| 总资产 | $420.7M | $4.4B |
| 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AMPLJBGS
| Q4 25 | $192.0M | $75.3M | ||
| Q3 25 | $189.2M | $64.4M | ||
| Q2 25 | $208.1M | $61.4M | ||
| Q1 25 | $209.0M | $81.3M | ||
| Q4 24 | $241.1M | $145.8M | ||
| Q3 24 | $319.9M | $137.0M | ||
| Q2 24 | $318.3M | $163.5M | ||
| Q1 24 | $316.1M | $220.5M |
股东权益AMPLJBGS
| Q4 25 | $245.3M | $1.2B | ||
| Q3 25 | $262.2M | $1.2B | ||
| Q2 25 | $279.5M | $1.3B | ||
| Q1 25 | $289.5M | $1.6B | ||
| Q4 24 | $296.6M | $1.8B | ||
| Q3 24 | $290.0M | $1.9B | ||
| Q2 24 | $287.3M | $2.0B | ||
| Q1 24 | $289.2M | $2.1B |
总资产AMPLJBGS
| Q4 25 | $420.7M | $4.4B | ||
| Q3 25 | $438.1M | $4.4B | ||
| Q2 25 | $456.6M | $4.5B | ||
| Q1 25 | $445.8M | $4.7B | ||
| Q4 24 | $445.9M | $5.0B | ||
| Q3 24 | $445.6M | $5.2B | ||
| Q2 24 | $445.4M | $5.3B | ||
| Q1 24 | $437.9M | $5.4B |
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 | $73.3M |
| 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AMPLJBGS
| Q4 25 | $12.8M | $73.3M | ||
| Q3 25 | $5.0M | $8.9M | ||
| Q2 25 | $20.1M | $18.8M | ||
| Q1 25 | $-8.0M | $12.9M | ||
| Q4 24 | $3.2M | $129.4M | ||
| Q3 24 | $6.2M | $26.4M | ||
| Q2 24 | $9.2M | $23.8M | ||
| Q1 24 | $-48.0K | $37.0M |
自由现金流AMPLJBGS
| Q4 25 | $12.7M | — | ||
| Q3 25 | $4.5M | — | ||
| Q2 25 | $19.5M | — | ||
| Q1 25 | $-8.5M | — | ||
| Q4 24 | $2.4M | — | ||
| Q3 24 | $6.2M | — | ||
| Q2 24 | $8.6M | — | ||
| Q1 24 | $-405.0K | — |
自由现金流率AMPLJBGS
| Q4 25 | 13.8% | — | ||
| Q3 25 | 5.1% | — | ||
| Q2 25 | 23.4% | — | ||
| Q1 25 | -10.6% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | 11.8% | — | ||
| Q1 24 | -0.6% | — |
资本支出强度AMPLJBGS
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 0.5% | — |
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% |
JBGS
暂无分部数据
