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Amplitude, Inc.(AMPL)与Merchants Bancorp(MBIN)财务数据对比。点击上方公司名可切换其他公司
Merchants Bancorp的季度营收约是Amplitude, Inc.的1.9倍($175.2M vs $93.5M),过去两年Amplitude, Inc.的营收复合增速更高(12.9% vs 4.8%)
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。
Ameris Bancorp是总部位于美国佐治亚州亚特兰大的银行控股企业,旗下设有Ameris Bank子公司,在佐治亚州、阿拉巴马州、佛罗里达州、北卡罗来纳州、南卡罗来纳州运营全服务网点,同时在上述五州及弗吉尼亚州、马里兰州、田纳西州设立仅办理抵押贷款业务的网点,为个人和企业客户提供线上及移动端银行服务。
AMPL vs MBIN — 直观对比
营收规模更大
MBIN
是对方的1.9倍
$93.5M
两年增速更快
AMPL
近两年复合增速
4.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $93.5M | $175.2M |
| 净利润 | — | $67.7M |
| 毛利率 | 73.0% | — |
| 营业利润率 | 1.1% | — |
| 净利率 | — | 38.6% |
| 营收同比 | 17.0% | — |
| 净利润同比 | — | 16.3% |
| 每股收益(稀释后) | $-0.17 | $1.25 |
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
AMPL
MBIN
| Q1 26 | $93.5M | $175.2M | ||
| Q4 25 | $91.4M | $185.3M | ||
| Q3 25 | $88.6M | $171.1M | ||
| Q2 25 | $83.3M | $179.2M | ||
| Q1 25 | $80.0M | $145.9M | ||
| Q4 24 | $78.1M | $193.8M | ||
| Q3 24 | $75.2M | $149.6M | ||
| Q2 24 | $73.3M | $159.5M |
净利润
AMPL
MBIN
| Q1 26 | — | $67.7M | ||
| Q4 25 | $-17.7M | — | ||
| Q3 25 | $-24.0M | $54.7M | ||
| Q2 25 | $-24.7M | $38.0M | ||
| Q1 25 | $-22.2M | $58.2M | ||
| Q4 24 | $-32.6M | — | ||
| Q3 24 | $-16.9M | $61.3M | ||
| Q2 24 | $-23.4M | $76.4M |
毛利率
AMPL
MBIN
| Q1 26 | 73.0% | — | ||
| 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% | — |
营业利润率
AMPL
MBIN
| Q1 26 | 1.1% | — | ||
| Q4 25 | -18.3% | 39.9% | ||
| Q3 25 | -26.0% | 37.8% | ||
| Q2 25 | -29.0% | 27.3% | ||
| Q1 25 | -26.8% | 52.4% | ||
| Q4 24 | -41.2% | 66.0% | ||
| Q3 24 | -21.4% | 54.4% | ||
| Q2 24 | -31.7% | 62.2% |
净利率
AMPL
MBIN
| Q1 26 | — | 38.6% | ||
| Q4 25 | -19.3% | — | ||
| Q3 25 | -27.1% | 32.0% | ||
| Q2 25 | -29.6% | 21.2% | ||
| Q1 25 | -27.8% | 39.9% | ||
| Q4 24 | -41.7% | — | ||
| Q3 24 | -22.4% | 41.0% | ||
| Q2 24 | -31.9% | 47.9% |
每股收益(稀释后)
AMPL
MBIN
| Q1 26 | $-0.17 | $1.25 | ||
| Q4 25 | $-0.13 | $1.28 | ||
| Q3 25 | $-0.18 | $0.97 | ||
| Q2 25 | $-0.19 | $0.60 | ||
| Q1 25 | $-0.17 | $0.93 | ||
| Q4 24 | $-0.25 | $1.84 | ||
| Q3 24 | $-0.14 | $1.17 | ||
| Q2 24 | $-0.19 | $1.49 |
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 | $86.6M | $83.2M |
| 总债务越低越好 | — | $32.0M |
| 股东权益账面价值 | — | $2.3B |
| 总资产 | $401.7M | $20.3B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势,按日历期对齐
现金及短期投资
AMPL
MBIN
| Q1 26 | $86.6M | $83.2M | ||
| Q4 25 | $192.0M | — | ||
| Q3 25 | $189.2M | — | ||
| Q2 25 | $208.1M | — | ||
| Q1 25 | $209.0M | — | ||
| Q4 24 | $241.1M | — | ||
| Q3 24 | $319.9M | — | ||
| Q2 24 | $318.3M | — |
总债务
AMPL
MBIN
| Q1 26 | — | $32.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
AMPL
MBIN
| Q1 26 | — | $2.3B | ||
| Q4 25 | $245.3M | $2.3B | ||
| Q3 25 | $262.2M | $2.2B | ||
| Q2 25 | $279.5M | $2.2B | ||
| Q1 25 | $289.5M | $2.2B | ||
| Q4 24 | $296.6M | $2.2B | ||
| Q3 24 | $290.0M | $1.9B | ||
| Q2 24 | $287.3M | $1.9B |
总资产
AMPL
MBIN
| Q1 26 | $401.7M | $20.3B | ||
| Q4 25 | $420.7M | $19.4B | ||
| Q3 25 | $438.1M | $19.4B | ||
| Q2 25 | $456.6M | $19.1B | ||
| Q1 25 | $445.8M | $18.8B | ||
| Q4 24 | $445.9M | $18.8B | ||
| Q3 24 | $445.6M | $18.7B | ||
| Q2 24 | $445.4M | $18.2B |
负债/权益比
AMPL
MBIN
| Q1 26 | — | 0.01× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-11.6M | — |
| 自由现金流经营现金流 - 资本支出 | $-13.2M | — |
| 自由现金流率自由现金流/营收 | -14.1% | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | $23.5M | — |
8季度趋势,按日历期对齐
经营现金流
AMPL
MBIN
| Q1 26 | $-11.6M | — | ||
| Q4 25 | $12.8M | $-341.2M | ||
| Q3 25 | $5.0M | $29.8M | ||
| Q2 25 | $20.1M | $-121.2M | ||
| Q1 25 | $-8.0M | $148.0M | ||
| Q4 24 | $3.2M | $-835.3M | ||
| Q3 24 | $6.2M | $-492.6M | ||
| Q2 24 | $9.2M | $51.1M |
自由现金流
AMPL
MBIN
| Q1 26 | $-13.2M | — | ||
| Q4 25 | $12.7M | $-362.2M | ||
| Q3 25 | $4.5M | $24.0M | ||
| Q2 25 | $19.5M | $-125.7M | ||
| Q1 25 | $-8.5M | $141.2M | ||
| Q4 24 | $2.4M | $-853.7M | ||
| Q3 24 | $6.2M | $-497.2M | ||
| Q2 24 | $8.6M | $45.8M |
自由现金流率
AMPL
MBIN
| Q1 26 | -14.1% | — | ||
| Q4 25 | 13.8% | -195.5% | ||
| Q3 25 | 5.1% | 14.0% | ||
| Q2 25 | 23.4% | -70.1% | ||
| Q1 25 | -10.6% | 96.8% | ||
| Q4 24 | 3.1% | -440.6% | ||
| Q3 24 | 8.2% | -332.4% | ||
| Q2 24 | 11.8% | 28.7% |
资本支出强度
AMPL
MBIN
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 11.3% | ||
| Q3 25 | 0.5% | 3.4% | ||
| Q2 25 | 0.6% | 2.5% | ||
| Q1 25 | 0.5% | 4.7% | ||
| Q4 24 | 1.0% | 9.5% | ||
| Q3 24 | 0.0% | 3.0% | ||
| Q2 24 | 0.8% | 3.3% |
现金转化率
AMPL
MBIN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.54× | ||
| Q2 25 | — | -3.19× | ||
| Q1 25 | — | 2.54× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -8.04× | ||
| Q2 24 | — | 0.67× |
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
暂无分部数据
MBIN
| Net Interest Income | $128.6M | 73% |
| Noninterest Income | $46.6M | 27% |