vs
亚马逊（AMZN）与FIVE BELOW, INC（FIVE）财务数据对比。点击上方公司名可切换其他公司
亚马逊的季度营收约是FIVE BELOW, INC的205.5倍（$213.4B vs $1.0B）。亚马逊净利率更高（9.9% vs 3.5%，领先6.4%）。FIVE BELOW, INC同比增速更快（23.1% vs 13.6%）。亚马逊自由现金流更多（$14.9B vs $-133.2M）。过去两年亚马逊的营收复合增速更高（22.0% vs -11.9%）
亚马逊是全球知名的综合电商与科技企业，业务覆盖北美及全球多个地区，设有北美零售、国际零售、亚马逊云科技（AWS）三大业务板块。除运营线上线下零售渠道、提供消费商品售卖与订阅服务外，也为第三方卖家提供销售平台，还自主研发销售Kindle、Fire平板等电子设备。
Five Below是美国特色折扣礼品连锁品牌，2002年成立，总部位于宾夕法尼亚州费城，主要面向青少年消费群体，旗下绝大多数商品定价不超过5美元，另有少量精选商品最高定价40美元，目前在全美拥有超过1850家线下门店。
AMZN vs FIVE — 直观对比
营收规模更大
AMZN
是对方的205.5倍
$1.0B
营收增速更快
FIVE
高出9.4%
13.6%
净利率更高
AMZN
高出6.4%
3.5%
自由现金流更多
AMZN
多$15.1B
$-133.2M
两年增速更快
AMZN
近两年复合增速
-11.9%
损益表 — Q4 2025 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $1.0B |
| 净利润 | $21.2B | $36.5M |
| 毛利率 | 48.5% | 33.8% |
| 营业利润率 | 11.7% | 4.2% |
| 净利率 | 9.9% | 3.5% |
| 营收同比 | 13.6% | 23.1% |
| 净利润同比 | 5.9% | 2063.9% |
| 每股收益（稀释后） | $1.95 | $0.66 |
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AMZNFIVE
| Q4 25 | $213.4B | $1.0B | ||
| Q3 25 | $180.2B | $1.0B | ||
| Q2 25 | $167.7B | $970.5M | ||
| Q1 25 | $155.7B | $1.4B | ||
| Q4 24 | $187.8B | $843.7M | ||
| Q3 24 | $158.9B | $830.1M | ||
| Q2 24 | $148.0B | $811.9M | ||
| Q1 24 | $143.3B | $1.3B |
净利润AMZNFIVE
| Q4 25 | $21.2B | $36.5M | ||
| Q3 25 | $21.2B | $42.8M | ||
| Q2 25 | $18.2B | $41.1M | ||
| Q1 25 | $17.1B | $187.5M | ||
| Q4 24 | $20.0B | $1.7M | ||
| Q3 24 | $15.3B | $33.0M | ||
| Q2 24 | $13.5B | $31.5M | ||
| Q1 24 | $10.4B | $202.2M |
毛利率AMZNFIVE
| Q4 25 | 48.5% | 33.8% | ||
| Q3 25 | 50.8% | 33.3% | ||
| Q2 25 | 51.8% | 33.4% | ||
| Q1 25 | 50.6% | 40.2% | ||
| Q4 24 | 47.3% | 30.6% | ||
| Q3 24 | 49.0% | 32.7% | ||
| Q2 24 | 50.1% | 32.5% | ||
| Q1 24 | 49.3% | 41.2% |
营业利润率AMZNFIVE
| Q4 25 | 11.7% | 4.2% | ||
| Q3 25 | 9.7% | 5.1% | ||
| Q2 25 | 11.4% | 5.2% | ||
| Q1 25 | 11.8% | 17.7% | ||
| Q4 24 | 11.3% | -0.1% | ||
| Q3 24 | 11.0% | 5.0% | ||
| Q2 24 | 9.9% | 4.5% | ||
| Q1 24 | 10.7% | 20.1% |
净利率AMZNFIVE
| Q4 25 | 9.9% | 3.5% | ||
| Q3 25 | 11.8% | 4.2% | ||
| Q2 25 | 10.8% | 4.2% | ||
| Q1 25 | 11.0% | 13.5% | ||
| Q4 24 | 10.7% | 0.2% | ||
| Q3 24 | 9.6% | 4.0% | ||
| Q2 24 | 9.1% | 3.9% | ||
| Q1 24 | 7.3% | 15.1% |
每股收益（稀释后）AMZNFIVE
| Q4 25 | $1.95 | $0.66 | ||
| Q3 25 | $1.95 | $0.77 | ||
| Q2 25 | $1.68 | $0.75 | ||
| Q1 25 | $1.59 | $3.40 | ||
| Q4 24 | $1.86 | $0.03 | ||
| Q3 24 | $1.43 | $0.60 | ||
| Q2 24 | $1.26 | $0.57 | ||
| Q1 24 | $0.98 | $3.64 |
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 | $123.0B | $524.5M |
| 总债务越低越好 | $68.8B | — |
| 股东权益账面价值 | $411.1B | $2.0B |
| 总资产 | $818.0B | $4.8B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AMZNFIVE
| Q4 25 | $123.0B | $524.5M | ||
| Q3 25 | $94.2B | $670.2M | ||
| Q2 25 | $93.2B | $624.0M | ||
| Q1 25 | $94.6B | $528.8M | ||
| Q4 24 | $101.2B | $216.6M | ||
| Q3 24 | $88.1B | $327.7M | ||
| Q2 24 | $89.1B | $369.6M | ||
| Q1 24 | $85.1B | $460.1M |
总债务AMZNFIVE
| Q4 25 | $68.8B | — | ||
| Q3 25 | $55.1B | — | ||
| Q2 25 | $56.1B | — | ||
| Q1 25 | $58.8B | — | ||
| Q4 24 | $58.0B | — | ||
| Q3 24 | $60.5B | — | ||
| Q2 24 | $62.7B | — | ||
| Q1 24 | $66.9B | — |
股东权益AMZNFIVE
| Q4 25 | $411.1B | $2.0B | ||
| Q3 25 | $369.6B | $1.9B | ||
| Q2 25 | $333.8B | $1.9B | ||
| Q1 25 | $305.9B | $1.8B | ||
| Q4 24 | $286.0B | $1.6B | ||
| Q3 24 | $259.2B | $1.6B | ||
| Q2 24 | $236.4B | $1.6B | ||
| Q1 24 | $216.7B | $1.6B |
总资产AMZNFIVE
| Q4 25 | $818.0B | $4.8B | ||
| Q3 25 | $727.9B | $4.6B | ||
| Q2 25 | $682.2B | $4.5B | ||
| Q1 25 | $643.3B | $4.3B | ||
| Q4 24 | $624.9B | $4.2B | ||
| Q3 24 | $584.6B | $4.0B | ||
| Q2 24 | $554.8B | $3.9B | ||
| Q1 24 | $531.0B | $3.9B |
负债/权益比AMZNFIVE
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.15× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.19× | — | ||
| Q4 24 | 0.20× | — | ||
| Q3 24 | 0.23× | — | ||
| Q2 24 | 0.27× | — | ||
| Q1 24 | 0.31× | — |
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 | $54.5B | $-80.1M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $-133.2M |
| 自由现金流率自由现金流/营收 | 7.0% | -12.8% |
| 资本支出强度资本支出/营收 | 18.5% | 5.1% |
| 现金转化率经营现金流/净利润 | 2.57× | -2.19× |
| 过去12个月自由现金流最近4个季度 | $7.7B | $323.0M |
8季度趋势，按日历期对齐
经营现金流AMZNFIVE
| Q4 25 | $54.5B | $-80.1M | ||
| Q3 25 | $35.5B | $93.0M | ||
| Q2 25 | $32.5B | $132.7M | ||
| Q1 25 | $17.0B | $363.5M | ||
| Q4 24 | $45.6B | $-30.6M | ||
| Q3 24 | $26.0B | $71.3M | ||
| Q2 24 | $25.3B | $26.4M | ||
| Q1 24 | $19.0B | $407.7M |
自由现金流AMZNFIVE
| Q4 25 | $14.9B | $-133.2M | ||
| Q3 25 | $430.0M | $48.3M | ||
| Q2 25 | $332.0M | $96.5M | ||
| Q1 25 | $-8.0B | $311.4M | ||
| Q4 24 | $17.8B | $-111.0M | ||
| Q3 24 | $3.4B | $-32.4M | ||
| Q2 24 | $7.7B | $-61.4M | ||
| Q1 24 | $4.1B | $304.6M |
自由现金流率AMZNFIVE
| Q4 25 | 7.0% | -12.8% | ||
| Q3 25 | 0.2% | 4.7% | ||
| Q2 25 | 0.2% | 9.9% | ||
| Q1 25 | -5.1% | 22.4% | ||
| Q4 24 | 9.5% | -13.2% | ||
| Q3 24 | 2.1% | -3.9% | ||
| Q2 24 | 5.2% | -7.6% | ||
| Q1 24 | 2.8% | 22.8% |
资本支出强度AMZNFIVE
| Q4 25 | 18.5% | 5.1% | ||
| Q3 25 | 19.5% | 4.4% | ||
| Q2 25 | 19.2% | 3.7% | ||
| Q1 25 | 16.1% | 3.7% | ||
| Q4 24 | 14.8% | 9.5% | ||
| Q3 24 | 14.2% | 12.5% | ||
| Q2 24 | 11.9% | 10.8% | ||
| Q1 24 | 10.4% | 7.7% |
现金转化率AMZNFIVE
| Q4 25 | 2.57× | -2.19× | ||
| Q3 25 | 1.68× | 2.17× | ||
| Q2 25 | 1.79× | 3.22× | ||
| Q1 25 | 0.99× | 1.94× | ||
| Q4 24 | 2.28× | -18.13× | ||
| Q3 24 | 1.69× | 2.16× | ||
| Q2 24 | 1.87× | 0.84× | ||
| Q1 24 | 1.82× | 2.02× |
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
AMZN
| Products | $90.0B | 42% |
| Third Party Seller Services | $52.8B | 25% |
| Other | $49.9B | 23% |
| Subscription Services | $13.1B | 6% |
| Physical Stores | $5.9B | 3% |
| Other Services | $1.7B | 1% |
FIVE
暂无分部数据
