vs
Amplitude, Inc.（AMPL）与Stellar Bancorp, Inc.（STEL）财务数据对比。点击上方公司名可切换其他公司
Stellar Bancorp, Inc.的季度营收约是Amplitude, Inc.的1.2倍（$108.9M vs $93.5M），Amplitude, Inc.同比增速更快（17.0% vs 0.8%），Stellar Bancorp, Inc.自由现金流更多（$92.6M vs $-13.2M），过去两年Amplitude, Inc.的营收复合增速更高（12.9% vs 0.2%）
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。
Stellar Bancorp, Inc.是总部位于美国的金融控股公司，通过旗下全资银行子公司开展运营，提供全品类零售及商业银行服务，覆盖存款产品、个人及商业贷款、抵押贷款、财富管理解决方案，服务客群包括个人消费者、小微企业及区域企业客户。
AMPL vs STEL — 直观对比
营收规模更大
STEL
是对方的1.2倍
$93.5M
营收增速更快
AMPL
高出16.2%
0.8%
自由现金流更多
STEL
多$105.8M
$-13.2M
两年增速更快
AMPL
近两年复合增速
0.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $93.5M | $108.9M |
| 净利润 | — | $26.1M |
| 毛利率 | 73.0% | — |
| 营业利润率 | 1.1% | 29.0% |
| 净利率 | — | 24.0% |
| 营收同比 | 17.0% | 0.8% |
| 净利润同比 | — | 3.7% |
| 每股收益（稀释后） | $-0.17 | $0.52 |
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AMPLSTEL
| Q1 26 | $93.5M | — | ||
| Q4 25 | $91.4M | $108.9M | ||
| Q3 25 | $88.6M | $105.6M | ||
| Q2 25 | $83.3M | $104.1M | ||
| Q1 25 | $80.0M | $104.8M | ||
| Q4 24 | $78.1M | $108.0M | ||
| Q3 24 | $75.2M | $107.8M | ||
| Q2 24 | $73.3M | $106.8M |
净利润AMPLSTEL
| Q1 26 | — | — | ||
| Q4 25 | $-17.7M | $26.1M | ||
| Q3 25 | $-24.0M | $25.7M | ||
| Q2 25 | $-24.7M | $26.4M | ||
| Q1 25 | $-22.2M | $24.7M | ||
| Q4 24 | $-32.6M | $25.2M | ||
| Q3 24 | $-16.9M | $33.9M | ||
| Q2 24 | $-23.4M | $29.8M |
毛利率AMPLSTEL
| 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AMPLSTEL
| Q1 26 | 1.1% | — | ||
| Q4 25 | -18.3% | 29.0% | ||
| Q3 25 | -26.0% | 30.5% | ||
| Q2 25 | -29.0% | 31.7% | ||
| Q1 25 | -26.8% | 29.6% | ||
| Q4 24 | -41.2% | 29.4% | ||
| Q3 24 | -21.4% | 39.6% | ||
| Q2 24 | -31.7% | 35.1% |
净利率AMPLSTEL
| Q1 26 | — | — | ||
| Q4 25 | -19.3% | 24.0% | ||
| Q3 25 | -27.1% | 24.3% | ||
| Q2 25 | -29.6% | 25.3% | ||
| Q1 25 | -27.8% | 23.6% | ||
| Q4 24 | -41.7% | 23.3% | ||
| Q3 24 | -22.4% | 31.4% | ||
| Q2 24 | -31.9% | 27.9% |
每股收益（稀释后）AMPLSTEL
| Q1 26 | $-0.17 | — | ||
| Q4 25 | $-0.13 | $0.52 | ||
| Q3 25 | $-0.18 | $0.50 | ||
| Q2 25 | $-0.19 | $0.51 | ||
| Q1 25 | $-0.17 | $0.46 | ||
| Q4 24 | $-0.25 | $0.47 | ||
| Q3 24 | $-0.14 | $0.63 | ||
| Q2 24 | $-0.19 | $0.56 |
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 | $419.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.7B |
| 总资产 | $401.7M | $10.8B |
| 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AMPLSTEL
| Q1 26 | $86.6M | — | ||
| Q4 25 | $192.0M | $419.5M | ||
| Q3 25 | $189.2M | $728.4M | ||
| Q2 25 | $208.1M | $578.1M | ||
| Q1 25 | $209.0M | $560.6M | ||
| Q4 24 | $241.1M | $911.2M | ||
| Q3 24 | $319.9M | $516.2M | ||
| Q2 24 | $318.3M | $490.3M |
股东权益AMPLSTEL
| Q1 26 | — | — | ||
| Q4 25 | $245.3M | $1.7B | ||
| Q3 25 | $262.2M | $1.7B | ||
| Q2 25 | $279.5M | $1.6B | ||
| Q1 25 | $289.5M | $1.6B | ||
| Q4 24 | $296.6M | $1.6B | ||
| Q3 24 | $290.0M | $1.6B | ||
| Q2 24 | $287.3M | $1.6B |
总资产AMPLSTEL
| Q1 26 | $401.7M | — | ||
| Q4 25 | $420.7M | $10.8B | ||
| Q3 25 | $438.1M | $10.6B | ||
| Q2 25 | $456.6M | $10.5B | ||
| Q1 25 | $445.8M | $10.4B | ||
| Q4 24 | $445.9M | $10.9B | ||
| Q3 24 | $445.6M | $10.6B | ||
| Q2 24 | $445.4M | $10.7B |
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 | $97.0M |
| 自由现金流经营现金流 - 资本支出 | $-13.2M | $92.6M |
| 自由现金流率自由现金流/营收 | -14.1% | 85.0% |
| 资本支出强度资本支出/营收 | — | 4.0% |
| 现金转化率经营现金流/净利润 | — | 3.71× |
| 过去12个月自由现金流最近4个季度 | $23.5M | $173.2M |
8季度趋势，按日历期对齐
经营现金流AMPLSTEL
| Q1 26 | $-11.6M | — | ||
| Q4 25 | $12.8M | $97.0M | ||
| Q3 25 | $5.0M | $63.6M | ||
| Q2 25 | $20.1M | $25.8M | ||
| Q1 25 | $-8.0M | $-5.7M | ||
| Q4 24 | $3.2M | $132.6M | ||
| Q3 24 | $6.2M | $59.5M | ||
| Q2 24 | $9.2M | $38.1M |
自由现金流AMPLSTEL
| Q1 26 | $-13.2M | — | ||
| Q4 25 | $12.7M | $92.6M | ||
| Q3 25 | $4.5M | $62.5M | ||
| Q2 25 | $19.5M | $24.5M | ||
| Q1 25 | $-8.5M | $-6.4M | ||
| Q4 24 | $2.4M | $128.0M | ||
| Q3 24 | $6.2M | $57.7M | ||
| Q2 24 | $8.6M | $37.1M |
自由现金流率AMPLSTEL
| Q1 26 | -14.1% | — | ||
| Q4 25 | 13.8% | 85.0% | ||
| Q3 25 | 5.1% | 59.2% | ||
| Q2 25 | 23.4% | 23.6% | ||
| Q1 25 | -10.6% | -6.2% | ||
| Q4 24 | 3.1% | 118.5% | ||
| Q3 24 | 8.2% | 53.5% | ||
| Q2 24 | 11.8% | 34.8% |
资本支出强度AMPLSTEL
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 4.0% | ||
| Q3 25 | 0.5% | 1.1% | ||
| Q2 25 | 0.6% | 1.2% | ||
| Q1 25 | 0.5% | 0.7% | ||
| Q4 24 | 1.0% | 4.3% | ||
| Q3 24 | 0.0% | 1.7% | ||
| Q2 24 | 0.8% | 0.9% |
现金转化率AMPLSTEL
| Q1 26 | — | — | ||
| Q4 25 | — | 3.71× | ||
| Q3 25 | — | 2.48× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | -0.23× | ||
| Q4 24 | — | 5.26× | ||
| Q3 24 | — | 1.76× | ||
| Q2 24 | — | 1.28× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
