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亚马逊（AMZN）与SERVICE CORP INTERNATIONAL（SCI）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SERVICE CORP INTERNATIONAL的192.0倍（$213.4B vs $1.1B）。SERVICE CORP INTERNATIONAL净利率更高（14.3% vs 9.9%，领先4.4%）。亚马逊同比增速更快（13.6% vs 1.7%）。亚马逊自由现金流更多（$14.9B vs $87.2M）。过去两年亚马逊的营收复合增速更高（22.0% vs 3.1%）
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。
国际配送服务有限公司（IDS）是英国邮政及快递服务提供商，2013年由英国政府设立，作为皇家邮政的控股母公司，多数股权随后在伦敦证券交易所公开发售，当时政府保留30%股份。截至2025年4月，该公司由丹尼尔·克雷廷斯基旗下捷克EP集团持有运营。
AMZN vs SCI — 直观对比
营收规模更大
AMZN
是对方的192.0倍
$1.1B
营收增速更快
AMZN
高出11.9%
1.7%
净利率更高
SCI
高出4.4%
9.9%
自由现金流更多
AMZN
多$14.8B
$87.2M
两年增速更快
AMZN
近两年复合增速
3.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $1.1B |
| 净利润 | $21.2B | $159.4M |
| 毛利率 | 48.5% | 28.0% |
| 营业利润率 | 11.7% | 24.8% |
| 净利率 | 9.9% | 14.3% |
| 营收同比 | 13.6% | 1.7% |
| 净利润同比 | 5.9% | 5.3% |
| 每股收益（稀释后） | $1.95 | $1.13 |
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AMZNSCI
| Q4 25 | $213.4B | $1.1B | ||
| Q3 25 | $180.2B | $1.1B | ||
| Q2 25 | $167.7B | $1.1B | ||
| Q1 25 | $155.7B | $1.1B | ||
| Q4 24 | $187.8B | $1.1B | ||
| Q3 24 | $158.9B | $1.0B | ||
| Q2 24 | $148.0B | $1.0B | ||
| Q1 24 | $143.3B | $1.0B |
净利润AMZNSCI
| Q4 25 | $21.2B | $159.4M | ||
| Q3 25 | $21.2B | $117.5M | ||
| Q2 25 | $18.2B | $122.9M | ||
| Q1 25 | $17.1B | $142.9M | ||
| Q4 24 | $20.0B | $151.4M | ||
| Q3 24 | $15.3B | $117.8M | ||
| Q2 24 | $13.5B | $118.2M | ||
| Q1 24 | $10.4B | $131.3M |
毛利率AMZNSCI
| Q4 25 | 48.5% | 28.0% | ||
| Q3 25 | 50.8% | 25.1% | ||
| Q2 25 | 51.8% | 25.5% | ||
| Q1 25 | 50.6% | 27.1% | ||
| Q4 24 | 47.3% | 28.0% | ||
| Q3 24 | 49.0% | 24.9% | ||
| Q2 24 | 50.1% | 24.9% | ||
| Q1 24 | 49.3% | 26.2% |
营业利润率AMZNSCI
| Q4 25 | 11.7% | 24.8% | ||
| Q3 25 | 9.7% | 21.4% | ||
| Q2 25 | 11.4% | 21.1% | ||
| Q1 25 | 11.8% | 23.4% | ||
| Q4 24 | 11.3% | 24.0% | ||
| Q3 24 | 11.0% | 20.9% | ||
| Q2 24 | 9.9% | 21.4% | ||
| Q1 24 | 10.7% | 22.2% |
净利率AMZNSCI
| Q4 25 | 9.9% | 14.3% | ||
| Q3 25 | 11.8% | 11.1% | ||
| Q2 25 | 10.8% | 11.5% | ||
| Q1 25 | 11.0% | 13.3% | ||
| Q4 24 | 10.7% | 13.8% | ||
| Q3 24 | 9.6% | 11.6% | ||
| Q2 24 | 9.1% | 11.4% | ||
| Q1 24 | 7.3% | 12.6% |
每股收益（稀释后）AMZNSCI
| Q4 25 | $1.95 | $1.13 | ||
| Q3 25 | $1.95 | $0.83 | ||
| Q2 25 | $1.68 | $0.86 | ||
| Q1 25 | $1.59 | $0.98 | ||
| Q4 24 | $1.86 | $1.02 | ||
| Q3 24 | $1.43 | $0.81 | ||
| Q2 24 | $1.26 | $0.81 | ||
| Q1 24 | $0.98 | $0.89 |
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 | $243.6M |
| 总债务越低越好 | $68.8B | $5.1B |
| 股东权益账面价值 | $411.1B | $1.6B |
| 总资产 | $818.0B | $18.7B |
| 负债/权益比越低杠杆越低 | 0.17× | 3.10× |
8季度趋势，按日历期对齐
现金及短期投资AMZNSCI
| Q4 25 | $123.0B | $243.6M | ||
| Q3 25 | $94.2B | $241.3M | ||
| Q2 25 | $93.2B | $255.4M | ||
| Q1 25 | $94.6B | $227.2M | ||
| Q4 24 | $101.2B | $218.8M | ||
| Q3 24 | $88.1B | $185.4M | ||
| Q2 24 | $89.1B | $184.4M | ||
| Q1 24 | $85.1B | $205.6M |
总债务AMZNSCI
| Q4 25 | $68.8B | $5.1B | ||
| Q3 25 | $55.1B | $5.0B | ||
| Q2 25 | $56.1B | $5.0B | ||
| Q1 25 | $58.8B | $4.7B | ||
| Q4 24 | $58.0B | $4.8B | ||
| Q3 24 | $60.5B | $4.7B | ||
| Q2 24 | $62.7B | $4.7B | ||
| Q1 24 | $66.9B | $4.6B |
股东权益AMZNSCI
| Q4 25 | $411.1B | $1.6B | ||
| Q3 25 | $369.6B | $1.6B | ||
| Q2 25 | $333.8B | $1.6B | ||
| Q1 25 | $305.9B | $1.7B | ||
| Q4 24 | $286.0B | $1.7B | ||
| Q3 24 | $259.2B | $1.6B | ||
| Q2 24 | $236.4B | $1.5B | ||
| Q1 24 | $216.7B | $1.6B |
总资产AMZNSCI
| Q4 25 | $818.0B | $18.7B | ||
| Q3 25 | $727.9B | $18.4B | ||
| Q2 25 | $682.2B | $18.0B | ||
| Q1 25 | $643.3B | $17.3B | ||
| Q4 24 | $624.9B | $17.4B | ||
| Q3 24 | $584.6B | $17.4B | ||
| Q2 24 | $554.8B | $16.8B | ||
| Q1 24 | $531.0B | $16.7B |
负债/权益比AMZNSCI
| Q4 25 | 0.17× | 3.10× | ||
| Q3 25 | 0.15× | 3.17× | ||
| Q2 25 | 0.17× | 3.19× | ||
| Q1 25 | 0.19× | 2.87× | ||
| Q4 24 | 0.20× | 2.83× | ||
| Q3 24 | 0.23× | 2.92× | ||
| Q2 24 | 0.27× | 3.05× | ||
| Q1 24 | 0.31× | 2.90× |
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 | $212.9M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $87.2M |
| 自由现金流率自由现金流/营收 | 7.0% | 7.8% |
| 资本支出强度资本支出/营收 | 18.5% | 11.3% |
| 现金转化率经营现金流/净利润 | 2.57× | 1.34× |
| 过去12个月自由现金流最近4个季度 | $7.7B | $554.2M |
8季度趋势，按日历期对齐
经营现金流AMZNSCI
| Q4 25 | $54.5B | $212.9M | ||
| Q3 25 | $35.5B | $252.3M | ||
| Q2 25 | $32.5B | $166.4M | ||
| Q1 25 | $17.0B | $311.1M | ||
| Q4 24 | $45.6B | $264.1M | ||
| Q3 24 | $26.0B | $263.8M | ||
| Q2 24 | $25.3B | $196.9M | ||
| Q1 24 | $19.0B | $220.1M |
自由现金流AMZNSCI
| Q4 25 | $14.9B | $87.2M | ||
| Q3 25 | $430.0M | $150.7M | ||
| Q2 25 | $332.0M | $83.4M | ||
| Q1 25 | $-8.0B | $233.0M | ||
| Q4 24 | $17.8B | $151.8M | ||
| Q3 24 | $3.4B | $162.8M | ||
| Q2 24 | $7.7B | $100.8M | ||
| Q1 24 | $4.1B | $140.3M |
自由现金流率AMZNSCI
| Q4 25 | 7.0% | 7.8% | ||
| Q3 25 | 0.2% | 14.2% | ||
| Q2 25 | 0.2% | 7.8% | ||
| Q1 25 | -5.1% | 21.7% | ||
| Q4 24 | 9.5% | 13.9% | ||
| Q3 24 | 2.1% | 16.1% | ||
| Q2 24 | 5.2% | 9.7% | ||
| Q1 24 | 2.8% | 13.4% |
资本支出强度AMZNSCI
| Q4 25 | 18.5% | 11.3% | ||
| Q3 25 | 19.5% | 9.6% | ||
| Q2 25 | 19.2% | 7.8% | ||
| Q1 25 | 16.1% | 7.3% | ||
| Q4 24 | 14.8% | 10.3% | ||
| Q3 24 | 14.2% | 10.0% | ||
| Q2 24 | 11.9% | 9.3% | ||
| Q1 24 | 10.4% | 7.6% |
现金转化率AMZNSCI
| Q4 25 | 2.57× | 1.34× | ||
| Q3 25 | 1.68× | 2.15× | ||
| Q2 25 | 1.79× | 1.35× | ||
| Q1 25 | 0.99× | 2.18× | ||
| Q4 24 | 2.28× | 1.75× | ||
| Q3 24 | 1.69× | 2.24× | ||
| Q2 24 | 1.87× | 1.67× | ||
| Q1 24 | 1.82× | 1.68× |
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% |
SCI
| Cemetery | $510.9M | 46% |
| Funeral Matured Preneed Revenue | $196.5M | 18% |
| Cemetery Recognized Preneed Merchandise And Service Revenue | $107.4M | 10% |
| Cemetery Atneed Revenue | $104.9M | 9% |
| CA | $56.4M | 5% |
| Funeral Other Revenue | $54.6M | 5% |
| Cemetery Other Revenue | $40.2M | 4% |
| Nonfuneral Home Revenue | $28.1M | 3% |
| Non Funeral Home Preneed Sales Revenue | $22.0M | 2% |
