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亚马逊（AMZN）与帕兰提尔科技（PLTR）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帕兰提尔科技的151.7倍（$213.4B vs $1.4B），帕兰提尔科技净利率更高（43.3% vs 9.9%，领先33.3%），帕兰提尔科技同比增速更快（70.0% vs 13.6%），亚马逊自由现金流更多（$14.9B vs $764.0M），过去两年帕兰提尔科技的营收复合增速更高（48.9% vs 22.0%）
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。
帕兰提尔科技是美国上市企业，专注研发数据集成与分析平台，为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库，广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
AMZN vs PLTR — 直观对比
营收规模更大
AMZN
是对方的151.7倍
$1.4B
营收增速更快
PLTR
高出56.4%
13.6%
净利率更高
PLTR
高出33.3%
9.9%
自由现金流更多
AMZN
多$14.2B
$764.0M
两年增速更快
PLTR
近两年复合增速
22.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $1.4B |
| 净利润 | $21.2B | $608.7M |
| 毛利率 | 48.5% | 84.6% |
| 营业利润率 | 11.7% | 40.9% |
| 净利率 | 9.9% | 43.3% |
| 营收同比 | 13.6% | 70.0% |
| 净利润同比 | 5.9% | 670.4% |
| 每股收益（稀释后） | $1.95 | $0.24 |
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AMZNPLTR
| Q4 25 | $213.4B | $1.4B | ||
| Q3 25 | $180.2B | $1.2B | ||
| Q2 25 | $167.7B | $1.0B | ||
| Q1 25 | $155.7B | $883.9M | ||
| Q4 24 | $187.8B | $827.5M | ||
| Q3 24 | $158.9B | $725.5M | ||
| Q2 24 | $148.0B | $678.1M | ||
| Q1 24 | $143.3B | $634.3M |
净利润AMZNPLTR
| Q4 25 | $21.2B | $608.7M | ||
| Q3 25 | $21.2B | $475.6M | ||
| Q2 25 | $18.2B | $326.7M | ||
| Q1 25 | $17.1B | $214.0M | ||
| Q4 24 | $20.0B | $79.0M | ||
| Q3 24 | $15.3B | $143.5M | ||
| Q2 24 | $13.5B | $134.1M | ||
| Q1 24 | $10.4B | $105.5M |
毛利率AMZNPLTR
| Q4 25 | 48.5% | 84.6% | ||
| Q3 25 | 50.8% | 82.4% | ||
| Q2 25 | 51.8% | 80.8% | ||
| Q1 25 | 50.6% | 80.4% | ||
| Q4 24 | 47.3% | 78.9% | ||
| Q3 24 | 49.0% | 79.8% | ||
| Q2 24 | 50.1% | 81.0% | ||
| Q1 24 | 49.3% | 81.7% |
营业利润率AMZNPLTR
| Q4 25 | 11.7% | 40.9% | ||
| Q3 25 | 9.7% | 33.3% | ||
| Q2 25 | 11.4% | 26.8% | ||
| Q1 25 | 11.8% | 19.9% | ||
| Q4 24 | 11.3% | 1.3% | ||
| Q3 24 | 11.0% | 15.6% | ||
| Q2 24 | 9.9% | 15.5% | ||
| Q1 24 | 10.7% | 12.8% |
净利率AMZNPLTR
| Q4 25 | 9.9% | 43.3% | ||
| Q3 25 | 11.8% | 40.3% | ||
| Q2 25 | 10.8% | 32.6% | ||
| Q1 25 | 11.0% | 24.2% | ||
| Q4 24 | 10.7% | 9.5% | ||
| Q3 24 | 9.6% | 19.8% | ||
| Q2 24 | 9.1% | 19.8% | ||
| Q1 24 | 7.3% | 16.6% |
每股收益（稀释后）AMZNPLTR
| Q4 25 | $1.95 | $0.24 | ||
| Q3 25 | $1.95 | $0.18 | ||
| Q2 25 | $1.68 | $0.13 | ||
| Q1 25 | $1.59 | $0.08 | ||
| Q4 24 | $1.86 | $0.03 | ||
| Q3 24 | $1.43 | $0.06 | ||
| Q2 24 | $1.26 | $0.06 | ||
| Q1 24 | $0.98 | $0.04 |
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 | $7.2B |
| 总债务越低越好 | $68.8B | — |
| 股东权益账面价值 | $411.1B | $7.4B |
| 总资产 | $818.0B | $8.9B |
| 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AMZNPLTR
| Q4 25 | $123.0B | $7.2B | ||
| Q3 25 | $94.2B | $6.4B | ||
| Q2 25 | $93.2B | $6.0B | ||
| Q1 25 | $94.6B | $5.4B | ||
| Q4 24 | $101.2B | $5.2B | ||
| Q3 24 | $88.1B | $4.6B | ||
| Q2 24 | $89.1B | $4.0B | ||
| Q1 24 | $85.1B | $3.9B |
总债务AMZNPLTR
| 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AMZNPLTR
| Q4 25 | $411.1B | $7.4B | ||
| Q3 25 | $369.6B | $6.6B | ||
| Q2 25 | $333.8B | $5.9B | ||
| Q1 25 | $305.9B | $5.4B | ||
| Q4 24 | $286.0B | $5.0B | ||
| Q3 24 | $259.2B | $4.5B | ||
| Q2 24 | $236.4B | $4.1B | ||
| Q1 24 | $216.7B | $3.8B |
总资产AMZNPLTR
| Q4 25 | $818.0B | $8.9B | ||
| Q3 25 | $727.9B | $8.1B | ||
| Q2 25 | $682.2B | $7.4B | ||
| Q1 25 | $643.3B | $6.7B | ||
| Q4 24 | $624.9B | $6.3B | ||
| Q3 24 | $584.6B | $5.8B | ||
| Q2 24 | $554.8B | $5.2B | ||
| Q1 24 | $531.0B | $4.8B |
负债/权益比AMZNPLTR
| 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 | $777.3M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $764.0M |
| 自由现金流率自由现金流/营收 | 7.0% | 54.3% |
| 资本支出强度资本支出/营收 | 18.5% | 0.9% |
| 现金转化率经营现金流/净利润 | 2.57× | 1.28× |
| 过去12个月自由现金流最近4个季度 | $7.7B | $2.1B |
8季度趋势，按日历期对齐
经营现金流AMZNPLTR
| Q4 25 | $54.5B | $777.3M | ||
| Q3 25 | $35.5B | $507.7M | ||
| Q2 25 | $32.5B | $539.3M | ||
| Q1 25 | $17.0B | $310.3M | ||
| Q4 24 | $45.6B | $460.3M | ||
| Q3 24 | $26.0B | $419.8M | ||
| Q2 24 | $25.3B | $144.2M | ||
| Q1 24 | $19.0B | $129.6M |
自由现金流AMZNPLTR
| Q4 25 | $14.9B | $764.0M | ||
| Q3 25 | $430.0M | $500.9M | ||
| Q2 25 | $332.0M | $531.6M | ||
| Q1 25 | $-8.0B | $304.1M | ||
| Q4 24 | $17.8B | $457.2M | ||
| Q3 24 | $3.4B | $415.8M | ||
| Q2 24 | $7.7B | $141.3M | ||
| Q1 24 | $4.1B | $126.9M |
自由现金流率AMZNPLTR
| Q4 25 | 7.0% | 54.3% | ||
| Q3 25 | 0.2% | 42.4% | ||
| Q2 25 | 0.2% | 53.0% | ||
| Q1 25 | -5.1% | 34.4% | ||
| Q4 24 | 9.5% | 55.3% | ||
| Q3 24 | 2.1% | 57.3% | ||
| Q2 24 | 5.2% | 20.8% | ||
| Q1 24 | 2.8% | 20.0% |
资本支出强度AMZNPLTR
| Q4 25 | 18.5% | 0.9% | ||
| Q3 25 | 19.5% | 0.6% | ||
| Q2 25 | 19.2% | 0.8% | ||
| Q1 25 | 16.1% | 0.7% | ||
| Q4 24 | 14.8% | 0.4% | ||
| Q3 24 | 14.2% | 0.5% | ||
| Q2 24 | 11.9% | 0.4% | ||
| Q1 24 | 10.4% | 0.4% |
现金转化率AMZNPLTR
| Q4 25 | 2.57× | 1.28× | ||
| Q3 25 | 1.68× | 1.07× | ||
| Q2 25 | 1.79× | 1.65× | ||
| Q1 25 | 0.99× | 1.45× | ||
| Q4 24 | 2.28× | 5.83× | ||
| Q3 24 | 1.69× | 2.92× | ||
| Q2 24 | 1.87× | 1.08× | ||
| Q1 24 | 1.82× | 1.23× |
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% |
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |
