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Amplitude, Inc.（AMPL）与Mama's Creations, Inc.（MAMA）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Mama's Creations, Inc.的1.9倍（$91.4M vs $47.3M），Mama's Creations, Inc.净利率更高（1.1% vs -19.3%，领先20.5%），Mama's Creations, Inc.同比增速更快（50.0% vs 17.0%），Amplitude, Inc.自由现金流更多（$12.7M vs $3.7M），过去两年Mama's Creations, Inc.的营收复合增速更高（33.0% 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。
Mama's Creations是一家美国食品制造企业，主要生产冷藏即食、加热即食类食品，涵盖意式肉丸、香肠、意面餐食等预制菜品，产品主要供应美国本土的零售商超、大众零售商及餐饮服务合作伙伴，主打便捷高品质的家常风味食品。
AMPL vs MAMA — 直观对比
营收规模更大
AMPL
是对方的1.9倍
$47.3M
营收增速更快
MAMA
高出32.9%
17.0%
净利率更高
MAMA
高出20.5%
-19.3%
自由现金流更多
AMPL
多$9.0M
$3.7M
两年增速更快
MAMA
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $47.3M |
| 净利润 | $-17.7M | $540.0K |
| 毛利率 | 74.6% | 23.6% |
| 营业利润率 | -18.3% | 1.7% |
| 净利率 | -19.3% | 1.1% |
| 营收同比 | 17.0% | 50.0% |
| 净利润同比 | 45.8% | 31.7% |
| 每股收益（稀释后） | $-0.13 | $0.01 |
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AMPLMAMA
| Q4 25 | $91.4M | $47.3M | ||
| Q3 25 | $88.6M | $35.2M | ||
| Q2 25 | $83.3M | $35.3M | ||
| Q1 25 | $80.0M | $33.6M | ||
| Q4 24 | $78.1M | $31.5M | ||
| Q3 24 | $75.2M | $28.4M | ||
| Q2 24 | $73.3M | $29.8M | ||
| Q1 24 | $72.6M | $26.7M |
净利润AMPLMAMA
| Q4 25 | $-17.7M | $540.0K | ||
| Q3 25 | $-24.0M | $1.3M | ||
| Q2 25 | $-24.7M | $1.2M | ||
| Q1 25 | $-22.2M | $1.6M | ||
| Q4 24 | $-32.6M | $410.0K | ||
| Q3 24 | $-16.9M | $1.1M | ||
| Q2 24 | $-23.4M | $553.0K | ||
| Q1 24 | $-21.5M | $1.4M |
毛利率AMPLMAMA
| Q4 25 | 74.6% | 23.6% | ||
| Q3 25 | 73.9% | 24.9% | ||
| Q2 25 | 72.6% | 26.1% | ||
| Q1 25 | 74.7% | 27.0% | ||
| Q4 24 | 74.7% | 22.6% | ||
| Q3 24 | 75.1% | 24.2% | ||
| Q2 24 | 73.4% | 25.0% | ||
| Q1 24 | 74.0% | 29.3% |
营业利润率AMPLMAMA
| Q4 25 | -18.3% | 1.7% | ||
| Q3 25 | -26.0% | 4.8% | ||
| Q2 25 | -29.0% | 4.5% | ||
| Q1 25 | -26.8% | 5.7% | ||
| Q4 24 | -41.2% | 1.8% | ||
| Q3 24 | -21.4% | 5.7% | ||
| Q2 24 | -31.7% | 2.6% | ||
| Q1 24 | -29.0% | 7.4% |
净利率AMPLMAMA
| Q4 25 | -19.3% | 1.1% | ||
| Q3 25 | -27.1% | 3.6% | ||
| Q2 25 | -29.6% | 3.5% | ||
| Q1 25 | -27.8% | 4.8% | ||
| Q4 24 | -41.7% | 1.3% | ||
| Q3 24 | -22.4% | 4.0% | ||
| Q2 24 | -31.9% | 1.9% | ||
| Q1 24 | -29.5% | 5.3% |
每股收益（稀释后）AMPLMAMA
| Q4 25 | $-0.13 | $0.01 | ||
| Q3 25 | $-0.18 | $0.03 | ||
| Q2 25 | $-0.19 | $0.03 | ||
| Q1 25 | $-0.17 | $0.04 | ||
| Q4 24 | $-0.25 | $0.01 | ||
| Q3 24 | $-0.14 | $0.03 | ||
| Q2 24 | $-0.19 | $0.01 | ||
| Q1 24 | $-0.18 | $0.03 |
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 | $18.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $245.3M | $49.6M |
| 总资产 | $420.7M | $84.0M |
| 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AMPLMAMA
| Q4 25 | $192.0M | $18.1M | ||
| Q3 25 | $189.2M | $9.4M | ||
| Q2 25 | $208.1M | $12.0M | ||
| Q1 25 | $209.0M | $7.2M | ||
| Q4 24 | $241.1M | $9.3M | ||
| Q3 24 | $319.9M | $7.4M | ||
| Q2 24 | $318.3M | $13.0M | ||
| Q1 24 | $316.1M | $11.0M |
股东权益AMPLMAMA
| Q4 25 | $245.3M | $49.6M | ||
| Q3 25 | $262.2M | $29.6M | ||
| Q2 25 | $279.5M | $26.4M | ||
| Q1 25 | $289.5M | $24.9M | ||
| Q4 24 | $296.6M | $23.0M | ||
| Q3 24 | $290.0M | $22.3M | ||
| Q2 24 | $287.3M | $20.3M | ||
| Q1 24 | $289.2M | $19.6M |
总资产AMPLMAMA
| Q4 25 | $420.7M | $84.0M | ||
| Q3 25 | $438.1M | $51.2M | ||
| Q2 25 | $456.6M | $52.7M | ||
| Q1 25 | $445.8M | $47.1M | ||
| Q4 24 | $445.9M | $47.9M | ||
| Q3 24 | $445.6M | $43.0M | ||
| Q2 24 | $445.4M | $47.2M | ||
| Q1 24 | $437.9M | $45.1M |
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 | $3.9M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $3.7M |
| 自由现金流率自由现金流/营收 | 13.8% | 7.8% |
| 资本支出强度资本支出/营收 | 0.2% | 0.4% |
| 现金转化率经营现金流/净利润 | — | 7.16× |
| 过去12个月自由现金流最近4个季度 | $28.2M | $6.0M |
8季度趋势，按日历期对齐
经营现金流AMPLMAMA
| Q4 25 | $12.8M | $3.9M | ||
| Q3 25 | $5.0M | $-1.7M | ||
| Q2 25 | $20.1M | $6.0M | ||
| Q1 25 | $-8.0M | $-857.0K | ||
| Q4 24 | $3.2M | $4.8M | ||
| Q3 24 | $6.2M | $-2.4M | ||
| Q2 24 | $9.2M | $3.6M | ||
| Q1 24 | $-48.0K | $6.7M |
自由现金流AMPLMAMA
| Q4 25 | $12.7M | $3.7M | ||
| Q3 25 | $4.5M | $-2.2M | ||
| Q2 25 | $19.5M | $5.5M | ||
| Q1 25 | $-8.5M | $-930.0K | ||
| Q4 24 | $2.4M | $2.5M | ||
| Q3 24 | $6.2M | $-4.0M | ||
| Q2 24 | $8.6M | $2.5M | ||
| Q1 24 | $-405.0K | $6.6M |
自由现金流率AMPLMAMA
| Q4 25 | 13.8% | 7.8% | ||
| Q3 25 | 5.1% | -6.2% | ||
| Q2 25 | 23.4% | 15.5% | ||
| Q1 25 | -10.6% | -2.8% | ||
| Q4 24 | 3.1% | 8.0% | ||
| Q3 24 | 8.2% | -14.1% | ||
| Q2 24 | 11.8% | 8.4% | ||
| Q1 24 | -0.6% | 24.8% |
资本支出强度AMPLMAMA
| Q4 25 | 0.2% | 0.4% | ||
| Q3 25 | 0.5% | 1.5% | ||
| Q2 25 | 0.6% | 1.5% | ||
| Q1 25 | 0.5% | 0.2% | ||
| Q4 24 | 1.0% | 7.2% | ||
| Q3 24 | 0.0% | 5.6% | ||
| Q2 24 | 0.8% | 3.8% | ||
| Q1 24 | 0.5% | 0.4% |
现金转化率AMPLMAMA
| Q4 25 | — | 7.16× | ||
| Q3 25 | — | -1.31× | ||
| Q2 25 | — | 4.85× | ||
| Q1 25 | — | -0.54× | ||
| Q4 24 | — | 11.71× | ||
| Q3 24 | — | -2.10× | ||
| Q2 24 | — | 6.58× | ||
| Q1 24 | — | 4.79× |
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% |
MAMA
暂无分部数据
