vs
亚马逊（AMZN）与Funko, Inc.（FNKO）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Funko, Inc.的781.4倍（$213.4B vs $273.1M）。亚马逊净利率更高（9.9% vs -0.1%，领先10.0%）。亚马逊同比增速更快（13.6% vs -7.0%）。亚马逊自由现金流更多（$14.9B vs $19.2M）。过去两年亚马逊的营收复合增速更高（22.0% vs 12.5%）
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。
Funko是一家美国知名流行文化周边收藏品牌，主打获得IP授权的限量收藏商品，以 vinyl 搪胶收藏人偶和摇头公仔闻名，同时也生产授权毛绒玩具、可动玩偶、服饰、配件及周边桌游。该品牌由迈克·贝克尔与克劳迪娅·贝克尔于1998年创立，最初只是主打复古怀旧风的小型手工玩具项目。
AMZN vs FNKO — 直观对比
营收规模更大
AMZN
是对方的781.4倍
$273.1M
营收增速更快
AMZN
高出20.7%
-7.0%
净利率更高
AMZN
高出10.0%
-0.1%
自由现金流更多
AMZN
多$14.9B
$19.2M
两年增速更快
AMZN
近两年复合增速
12.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $273.1M |
| 净利润 | $21.2B | $-183.0K |
| 毛利率 | 48.5% | — |
| 营业利润率 | 11.7% | 2.2% |
| 净利率 | 9.9% | -0.1% |
| 营收同比 | 13.6% | -7.0% |
| 净利润同比 | 5.9% | 87.8% |
| 每股收益（稀释后） | $1.95 | $0.00 |
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AMZNFNKO
| Q4 25 | $213.4B | $273.1M | ||
| Q3 25 | $180.2B | $250.9M | ||
| Q2 25 | $167.7B | $193.5M | ||
| Q1 25 | $155.7B | $190.7M | ||
| Q4 24 | $187.8B | $293.7M | ||
| Q3 24 | $158.9B | $292.8M | ||
| Q2 24 | $148.0B | $247.7M | ||
| Q1 24 | $143.3B | $215.7M |
净利润AMZNFNKO
| Q4 25 | $21.2B | $-183.0K | ||
| Q3 25 | $21.2B | $901.0K | ||
| Q2 25 | $18.2B | $-40.5M | ||
| Q1 25 | $17.1B | $-27.6M | ||
| Q4 24 | $20.0B | $-1.5M | ||
| Q3 24 | $15.3B | $4.3M | ||
| Q2 24 | $13.5B | $5.1M | ||
| Q1 24 | $10.4B | $-22.7M |
毛利率AMZNFNKO
| Q4 25 | 48.5% | — | ||
| Q3 25 | 50.8% | — | ||
| Q2 25 | 51.8% | — | ||
| Q1 25 | 50.6% | — | ||
| Q4 24 | 47.3% | — | ||
| Q3 24 | 49.0% | 40.9% | ||
| Q2 24 | 50.1% | 42.0% | ||
| Q1 24 | 49.3% | 40.0% |
营业利润率AMZNFNKO
| Q4 25 | 11.7% | 2.2% | ||
| Q3 25 | 9.7% | 2.6% | ||
| Q2 25 | 11.4% | -18.0% | ||
| Q1 25 | 11.8% | -12.2% | ||
| Q4 24 | 11.3% | 1.8% | ||
| Q3 24 | 11.0% | 4.0% | ||
| Q2 24 | 9.9% | 4.3% | ||
| Q1 24 | 10.7% | -6.9% |
净利率AMZNFNKO
| Q4 25 | 9.9% | -0.1% | ||
| Q3 25 | 11.8% | 0.4% | ||
| Q2 25 | 10.8% | -20.9% | ||
| Q1 25 | 11.0% | -14.5% | ||
| Q4 24 | 10.7% | -0.5% | ||
| Q3 24 | 9.6% | 1.5% | ||
| Q2 24 | 9.1% | 2.1% | ||
| Q1 24 | 7.3% | -10.5% |
每股收益（稀释后）AMZNFNKO
| Q4 25 | $1.95 | $0.00 | ||
| Q3 25 | $1.95 | $0.02 | ||
| Q2 25 | $1.68 | $-0.74 | ||
| Q1 25 | $1.59 | $-0.52 | ||
| Q4 24 | $1.86 | $-0.01 | ||
| Q3 24 | $1.43 | $0.08 | ||
| Q2 24 | $1.26 | $0.10 | ||
| Q1 24 | $0.98 | $-0.45 |
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 | $42.1M |
| 总债务越低越好 | $68.8B | $100.3M |
| 股东权益账面价值 | $411.1B | $185.8M |
| 总资产 | $818.0B | $685.2M |
| 负债/权益比越低杠杆越低 | 0.17× | 0.54× |
8季度趋势，按日历期对齐
现金及短期投资AMZNFNKO
| Q4 25 | $123.0B | $42.1M | ||
| Q3 25 | $94.2B | $39.2M | ||
| Q2 25 | $93.2B | $49.2M | ||
| Q1 25 | $94.6B | $25.9M | ||
| Q4 24 | $101.2B | $34.7M | ||
| Q3 24 | $88.1B | $28.5M | ||
| Q2 24 | $89.1B | $41.6M | ||
| Q1 24 | $85.1B | $26.1M |
总债务AMZNFNKO
| Q4 25 | $68.8B | $100.3M | ||
| Q3 25 | $55.1B | $106.0M | ||
| Q2 25 | $56.1B | $111.6M | ||
| Q1 25 | $58.8B | $117.2M | ||
| Q4 24 | $58.0B | $122.8M | ||
| Q3 24 | $60.5B | $128.4M | ||
| Q2 24 | $62.7B | $133.9M | ||
| Q1 24 | $66.9B | $139.4M |
股东权益AMZNFNKO
| Q4 25 | $411.1B | $185.8M | ||
| Q3 25 | $369.6B | $182.7M | ||
| Q2 25 | $333.8B | $181.2M | ||
| Q1 25 | $305.9B | $212.8M | ||
| Q4 24 | $286.0B | $233.0M | ||
| Q3 24 | $259.2B | $236.5M | ||
| Q2 24 | $236.4B | $223.5M | ||
| Q1 24 | $216.7B | $212.5M |
总资产AMZNFNKO
| Q4 25 | $818.0B | $685.2M | ||
| Q3 25 | $727.9B | $699.3M | ||
| Q2 25 | $682.2B | $694.9M | ||
| Q1 25 | $643.3B | $648.4M | ||
| Q4 24 | $624.9B | $707.3M | ||
| Q3 24 | $584.6B | $783.6M | ||
| Q2 24 | $554.8B | $737.8M | ||
| Q1 24 | $531.0B | $725.5M |
负债/权益比AMZNFNKO
| Q4 25 | 0.17× | 0.54× | ||
| Q3 25 | 0.15× | 0.58× | ||
| Q2 25 | 0.17× | 0.62× | ||
| Q1 25 | 0.19× | 0.55× | ||
| Q4 24 | 0.20× | 0.53× | ||
| Q3 24 | 0.23× | 0.54× | ||
| Q2 24 | 0.27× | 0.60× | ||
| Q1 24 | 0.31× | 0.66× |
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 | $28.1M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $19.2M |
| 自由现金流率自由现金流/营收 | 7.0% | 7.0% |
| 资本支出强度资本支出/营收 | 18.5% | 3.3% |
| 现金转化率经营现金流/净利润 | 2.57× | — |
| 过去12个月自由现金流最近4个季度 | $7.7B | $-38.1M |
8季度趋势，按日历期对齐
经营现金流AMZNFNKO
| Q4 25 | $54.5B | $28.1M | ||
| Q3 25 | $35.5B | $11.2M | ||
| Q2 25 | $32.5B | $-22.2M | ||
| Q1 25 | $17.0B | $-22.3M | ||
| Q4 24 | $45.6B | $59.8M | ||
| Q3 24 | $26.0B | $3.3M | ||
| Q2 24 | $25.3B | $45.9M | ||
| Q1 24 | $19.0B | $14.5M |
自由现金流AMZNFNKO
| Q4 25 | $14.9B | $19.2M | ||
| Q3 25 | $430.0M | $3.4M | ||
| Q2 25 | $332.0M | $-31.8M | ||
| Q1 25 | $-8.0B | $-28.8M | ||
| Q4 24 | $17.8B | $47.8M | ||
| Q3 24 | $3.4B | $-4.2M | ||
| Q2 24 | $7.7B | $36.8M | ||
| Q1 24 | $4.1B | $10.3M |
自由现金流率AMZNFNKO
| Q4 25 | 7.0% | 7.0% | ||
| Q3 25 | 0.2% | 1.3% | ||
| Q2 25 | 0.2% | -16.5% | ||
| Q1 25 | -5.1% | -15.1% | ||
| Q4 24 | 9.5% | 16.3% | ||
| Q3 24 | 2.1% | -1.4% | ||
| Q2 24 | 5.2% | 14.9% | ||
| Q1 24 | 2.8% | 4.8% |
资本支出强度AMZNFNKO
| Q4 25 | 18.5% | 3.3% | ||
| Q3 25 | 19.5% | 3.1% | ||
| Q2 25 | 19.2% | 5.0% | ||
| Q1 25 | 16.1% | 3.4% | ||
| Q4 24 | 14.8% | 4.1% | ||
| Q3 24 | 14.2% | 2.6% | ||
| Q2 24 | 11.9% | 3.7% | ||
| Q1 24 | 10.4% | 1.9% |
现金转化率AMZNFNKO
| Q4 25 | 2.57× | — | ||
| Q3 25 | 1.68× | 12.47× | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.69× | 0.77× | ||
| Q2 24 | 1.87× | 8.97× | ||
| Q1 24 | 1.82× | — |
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% |
FNKO
| Core Collectibles | $221.0M | 81% |
| Loungefly LLC | $43.1M | 16% |
| Other Products Excluding Core Collectibles And Loungefly Brands | $9.0M | 3% |
