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Amplitude, Inc.（AMPL）与微宏控股（MVST）财务数据对比。点击上方公司名可切换其他公司
微宏控股的季度营收约是Amplitude, Inc.的1.1倍（$96.4M vs $91.4M），微宏控股净利率更高（17.2% vs -19.3%，领先36.5%），Amplitude, Inc.同比增速更快（17.0% vs -15.0%），微宏控股自由现金流更多（$15.8M vs $12.7M），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs 8.9%）
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。
微宏控股是一家电池科技企业，总部位于美国得克萨斯州斯塔福德，在纳斯达克上市。公司主要面向商用电动汽车与并网储能系统，设计、研发并生产电池组件及电池系统，目前在美国、中国、德国均设有生产基地。
AMPL vs MVST — 直观对比
营收规模更大
MVST
是对方的1.1倍
$91.4M
营收增速更快
AMPL
高出32.0%
-15.0%
净利率更高
MVST
高出36.5%
-19.3%
自由现金流更多
MVST
多$3.1M
$12.7M
两年增速更快
AMPL
近两年复合增速
8.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $96.4M |
| 净利润 | $-17.7M | $16.5M |
| 毛利率 | 74.6% | 1.0% |
| 营业利润率 | -18.3% | -42.7% |
| 净利率 | -19.3% | 17.2% |
| 营收同比 | 17.0% | -15.0% |
| 净利润同比 | 45.8% | 120.1% |
| 每股收益（稀释后） | $-0.13 | $0.19 |
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AMPLMVST
| Q4 25 | $91.4M | $96.4M | ||
| Q3 25 | $88.6M | $123.3M | ||
| Q2 25 | $83.3M | $91.3M | ||
| Q1 25 | $80.0M | $116.5M | ||
| Q4 24 | $78.1M | $113.4M | ||
| Q3 24 | $75.2M | $101.4M | ||
| Q2 24 | $73.3M | $83.7M | ||
| Q1 24 | $72.6M | $81.4M |
净利润AMPLMVST
| Q4 25 | $-17.7M | $16.5M | ||
| Q3 25 | $-24.0M | $-1.5M | ||
| Q2 25 | $-24.7M | $-106.1M | ||
| Q1 25 | $-22.2M | $61.8M | ||
| Q4 24 | $-32.6M | $-82.3M | ||
| Q3 24 | $-16.9M | $13.2M | ||
| Q2 24 | $-23.4M | $-101.6M | ||
| Q1 24 | $-21.5M | $-24.8M |
毛利率AMPLMVST
| Q4 25 | 74.6% | 1.0% | ||
| Q3 25 | 73.9% | 37.6% | ||
| Q2 25 | 72.6% | 34.7% | ||
| Q1 25 | 74.7% | 36.9% | ||
| Q4 24 | 74.7% | 36.6% | ||
| Q3 24 | 75.1% | 33.2% | ||
| Q2 24 | 73.4% | 32.5% | ||
| Q1 24 | 74.0% | 21.2% |
营业利润率AMPLMVST
| Q4 25 | -18.3% | -42.7% | ||
| Q3 25 | -26.0% | 10.5% | ||
| Q2 25 | -29.0% | 17.8% | ||
| Q1 25 | -26.8% | 16.3% | ||
| Q4 24 | -41.2% | -1.2% | ||
| Q3 24 | -21.4% | 7.1% | ||
| Q2 24 | -31.7% | -118.0% | ||
| Q1 24 | -29.0% | -28.4% |
净利率AMPLMVST
| Q4 25 | -19.3% | 17.2% | ||
| Q3 25 | -27.1% | -1.2% | ||
| Q2 25 | -29.6% | -116.1% | ||
| Q1 25 | -27.8% | 53.0% | ||
| Q4 24 | -41.7% | -72.6% | ||
| Q3 24 | -22.4% | 13.1% | ||
| Q2 24 | -31.9% | -121.4% | ||
| Q1 24 | -29.5% | -30.5% |
每股收益（稀释后）AMPLMVST
| Q4 25 | $-0.13 | $0.19 | ||
| Q3 25 | $-0.18 | $0.00 | ||
| Q2 25 | $-0.19 | $-0.33 | ||
| Q1 25 | $-0.17 | $0.05 | ||
| Q4 24 | $-0.25 | $-0.24 | ||
| Q3 24 | $-0.14 | $0.03 | ||
| Q2 24 | $-0.19 | $-0.32 | ||
| Q1 24 | $-0.18 | $-0.08 |
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 | $105.0M |
| 总债务越低越好 | — | $13.2M |
| 股东权益账面价值 | $245.3M | $410.5M |
| 总资产 | $420.7M | $1.0B |
| 负债/权益比越低杠杆越低 | — | 0.03× |
8季度趋势，按日历期对齐
现金及短期投资AMPLMVST
| Q4 25 | $192.0M | $105.0M | ||
| Q3 25 | $189.2M | $90.7M | ||
| Q2 25 | $208.1M | $99.7M | ||
| Q1 25 | $209.0M | $90.9M | ||
| Q4 24 | $241.1M | $73.0M | ||
| Q3 24 | $319.9M | $63.6M | ||
| Q2 24 | $318.3M | $68.2M | ||
| Q1 24 | $316.1M | $39.5M |
总债务AMPLMVST
| Q4 25 | — | $13.2M | ||
| Q3 25 | — | $34.4M | ||
| Q2 25 | — | $34.2M | ||
| Q1 25 | — | $41.3M | ||
| Q4 24 | — | $41.1M | ||
| Q3 24 | — | $53.4M | ||
| Q2 24 | — | $34.2M | ||
| Q1 24 | — | $43.0M |
股东权益AMPLMVST
| Q4 25 | $245.3M | $410.5M | ||
| Q3 25 | $262.2M | $358.1M | ||
| Q2 25 | $279.5M | $356.1M | ||
| Q1 25 | $289.5M | $454.2M | ||
| Q4 24 | $296.6M | $387.9M | ||
| Q3 24 | $290.0M | $486.1M | ||
| Q2 24 | $287.3M | $455.0M | ||
| Q1 24 | $289.2M | $546.1M |
总资产AMPLMVST
| Q4 25 | $420.7M | $1.0B | ||
| Q3 25 | $438.1M | $1.0B | ||
| Q2 25 | $456.6M | $1.0B | ||
| Q1 25 | $445.8M | $982.9M | ||
| Q4 24 | $445.9M | $951.9M | ||
| Q3 24 | $445.6M | $997.9M | ||
| Q2 24 | $445.4M | $961.4M | ||
| Q1 24 | $437.9M | $1.0B |
负债/权益比AMPLMVST
| Q4 25 | — | 0.03× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.10× | ||
| Q1 25 | — | 0.09× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.08× | ||
| Q1 24 | — | 0.08× |
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 | $16.4M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $15.8M |
| 自由现金流率自由现金流/营收 | 13.8% | 16.4% |
| 资本支出强度资本支出/营收 | 0.2% | 0.7% |
| 现金转化率经营现金流/净利润 | — | 0.99× |
| 过去12个月自由现金流最近4个季度 | $28.2M | $56.1M |
8季度趋势，按日历期对齐
经营现金流AMPLMVST
| Q4 25 | $12.8M | $16.4M | ||
| Q3 25 | $5.0M | $15.2M | ||
| Q2 25 | $20.1M | $37.2M | ||
| Q1 25 | $-8.0M | $7.2M | ||
| Q4 24 | $3.2M | $6.1M | ||
| Q3 24 | $6.2M | $-5.4M | ||
| Q2 24 | $9.2M | $111.0K | ||
| Q1 24 | $-48.0K | $2.0M |
自由现金流AMPLMVST
| Q4 25 | $12.7M | $15.8M | ||
| Q3 25 | $4.5M | $1.2M | ||
| Q2 25 | $19.5M | $34.3M | ||
| Q1 25 | $-8.5M | $4.8M | ||
| Q4 24 | $2.4M | $5.7M | ||
| Q3 24 | $6.2M | $-19.6M | ||
| Q2 24 | $8.6M | $-2.8M | ||
| Q1 24 | $-405.0K | $-8.2M |
自由现金流率AMPLMVST
| Q4 25 | 13.8% | 16.4% | ||
| Q3 25 | 5.1% | 1.0% | ||
| Q2 25 | 23.4% | 37.5% | ||
| Q1 25 | -10.6% | 4.1% | ||
| Q4 24 | 3.1% | 5.1% | ||
| Q3 24 | 8.2% | -19.3% | ||
| Q2 24 | 11.8% | -3.4% | ||
| Q1 24 | -0.6% | -10.1% |
资本支出强度AMPLMVST
| Q4 25 | 0.2% | 0.7% | ||
| Q3 25 | 0.5% | 11.3% | ||
| Q2 25 | 0.6% | 3.1% | ||
| Q1 25 | 0.5% | 2.0% | ||
| Q4 24 | 1.0% | 0.3% | ||
| Q3 24 | 0.0% | 14.0% | ||
| Q2 24 | 0.8% | 3.5% | ||
| Q1 24 | 0.5% | 12.6% |
现金转化率AMPLMVST
| Q4 25 | — | 0.99× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -0.41× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
MVST
| Europe | $35.1M | 36% |
| CN | $32.5M | 34% |
| US | $21.5M | 22% |
| Other | $7.2M | 8% |
