vs
Andersons, Inc.(ANDE)与LiveRamp Holdings, Inc.(RAMP)财务数据对比。点击上方公司名可切换其他公司
Andersons, Inc.的季度营收约是LiveRamp Holdings, Inc.的1.6倍($329.5M vs $212.2M),Andersons, Inc.净利率更高(20.5% vs 18.8%,领先1.7%),LiveRamp Holdings, Inc.同比增速更快(8.6% vs -2.4%),过去两年LiveRamp Holdings, Inc.的营收复合增速更高(11.1% vs -1.8%)
安德森公司(The Andersons, Inc.)是1947年成立的美国农业企业,总部位于俄亥俄州莫米。公司起源于1940年代服务粮食行业的安德森货运站,是深耕农业领域的多元化企业,业务覆盖大宗商品贸易、可再生能源以及植物营养板块。
LiveRamp Holdings, Inc.是一家美国SaaS企业,核心业务为提供数据连接平台,服务涵盖数据导入、线下数据线上迁移等能力,助力企业开展营销相关的数据应用,为品牌及营销从业者的数字化运营提供技术支撑。
ANDE vs RAMP — 直观对比
营收规模更大
ANDE
是对方的1.6倍
$212.2M
营收增速更快
RAMP
高出11.0%
-2.4%
净利率更高
ANDE
高出1.7%
18.8%
两年增速更快
RAMP
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $329.5M | $212.2M |
| 净利润 | $67.4M | $39.9M |
| 毛利率 | 70.3% | 71.9% |
| 营业利润率 | 26.6% | 18.6% |
| 净利率 | 20.5% | 18.8% |
| 营收同比 | -2.4% | 8.6% |
| 净利润同比 | 49.6% | 255.7% |
| 每股收益(稀释后) | — | $0.62 |
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
ANDE
RAMP
| Q4 25 | $329.5M | $212.2M | ||
| Q3 25 | $295.8M | $199.8M | ||
| Q2 25 | $535.0M | $194.8M | ||
| Q1 25 | $370.8M | $188.7M | ||
| Q4 24 | $337.5M | $195.4M | ||
| Q3 24 | $231.9M | $185.5M | ||
| Q2 24 | $492.5M | $176.0M | ||
| Q1 24 | $341.4M | $171.9M |
净利润
ANDE
RAMP
| Q4 25 | $67.4M | $39.9M | ||
| Q3 25 | $20.1M | $27.4M | ||
| Q2 25 | $7.9M | $7.7M | ||
| Q1 25 | $284.0K | $-6.3M | ||
| Q4 24 | $45.1M | $11.2M | ||
| Q3 24 | $27.4M | $1.7M | ||
| Q2 24 | $36.0M | $-7.5M | ||
| Q1 24 | $5.6M | $-5.4M |
毛利率
ANDE
RAMP
| Q4 25 | 70.3% | 71.9% | ||
| Q3 25 | 57.8% | 70.2% | ||
| Q2 25 | 29.6% | 70.1% | ||
| Q1 25 | 41.2% | 69.3% | ||
| Q4 24 | 63.1% | 71.9% | ||
| Q3 24 | 76.4% | 72.4% | ||
| Q2 24 | 35.6% | 70.6% | ||
| Q1 24 | 37.6% | 72.2% |
营业利润率
ANDE
RAMP
| Q4 25 | 26.6% | 18.6% | ||
| Q3 25 | 8.7% | 10.7% | ||
| Q2 25 | 4.6% | 3.7% | ||
| Q1 25 | 0.9% | -6.1% | ||
| Q4 24 | 19.9% | 7.5% | ||
| Q3 24 | 26.8% | 4.0% | ||
| Q2 24 | 11.6% | -3.0% | ||
| Q1 24 | 4.1% | -8.3% |
净利率
ANDE
RAMP
| Q4 25 | 20.5% | 18.8% | ||
| Q3 25 | 6.8% | 13.7% | ||
| Q2 25 | 1.5% | 4.0% | ||
| Q1 25 | 0.1% | -3.3% | ||
| Q4 24 | 13.4% | 5.7% | ||
| Q3 24 | 11.8% | 0.9% | ||
| Q2 24 | 7.3% | -4.3% | ||
| Q1 24 | 1.6% | -3.1% |
每股收益(稀释后)
ANDE
RAMP
| Q4 25 | — | $0.62 | ||
| Q3 25 | $0.59 | $0.42 | ||
| Q2 25 | $0.23 | $0.12 | ||
| Q1 25 | $0.01 | $-0.10 | ||
| Q4 24 | $1.31 | $0.17 | ||
| Q3 24 | $0.80 | $0.03 | ||
| Q2 24 | $1.05 | $-0.11 | ||
| Q1 24 | $0.16 | $-0.09 |
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 | $98.3M | $403.4M |
| 总债务越低越好 | $560.0M | — |
| 股东权益账面价值 | $1.2B | $962.3M |
| 总资产 | $3.7B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势,按日历期对齐
现金及短期投资
ANDE
RAMP
| Q4 25 | $98.3M | $403.4M | ||
| Q3 25 | — | $376.9M | ||
| Q2 25 | — | $371.1M | ||
| Q1 25 | — | $420.8M | ||
| Q4 24 | $561.8M | $384.3M | ||
| Q3 24 | — | $348.4M | ||
| Q2 24 | — | $342.7M | ||
| Q1 24 | — | $368.9M |
总债务
ANDE
RAMP
| Q4 25 | $560.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $608.2M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
ANDE
RAMP
| Q4 25 | $1.2B | $962.3M | ||
| Q3 25 | $1.2B | $943.8M | ||
| Q2 25 | $1.4B | $947.8M | ||
| Q1 25 | $1.4B | $948.9M | ||
| Q4 24 | $1.4B | $957.7M | ||
| Q3 24 | $1.3B | $932.1M | ||
| Q2 24 | $1.3B | $951.9M | ||
| Q1 24 | $1.3B | $949.1M |
总资产
ANDE
RAMP
| Q4 25 | $3.7B | $1.3B | ||
| Q3 25 | $3.3B | $1.2B | ||
| Q2 25 | $3.4B | $1.2B | ||
| Q1 25 | $3.8B | $1.3B | ||
| Q4 24 | $4.1B | $1.3B | ||
| Q3 24 | $3.4B | $1.2B | ||
| Q2 24 | $3.3B | $1.2B | ||
| Q1 24 | $3.3B | $1.2B |
负债/权益比
ANDE
RAMP
| Q4 25 | 0.45× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.45× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-6.2M | — |
| 自由现金流经营现金流 - 资本支出 | $-77.1M | — |
| 自由现金流率自由现金流/营收 | -23.4% | — |
| 资本支出强度资本支出/营收 | 21.5% | 0.1% |
| 现金转化率经营现金流/净利润 | -0.09× | — |
| 过去12个月自由现金流最近4个季度 | $-56.1M | — |
8季度趋势,按日历期对齐
经营现金流
ANDE
RAMP
| Q4 25 | $-6.2M | — | ||
| Q3 25 | $233.9M | $57.4M | ||
| Q2 25 | $299.3M | $-15.8M | ||
| Q1 25 | $-350.0M | — | ||
| Q4 24 | $268.8M | $45.1M | ||
| Q3 24 | $-2.1M | $55.6M | ||
| Q2 24 | $304.4M | $-9.3M | ||
| Q1 24 | $-239.6M | — |
自由现金流
ANDE
RAMP
| Q4 25 | $-77.1M | — | ||
| Q3 25 | $167.0M | $56.8M | ||
| Q2 25 | $250.5M | $-16.2M | ||
| Q1 25 | $-396.6M | — | ||
| Q4 24 | $212.9M | $44.8M | ||
| Q3 24 | $-40.0M | $55.4M | ||
| Q2 24 | $275.8M | $-9.6M | ||
| Q1 24 | $-266.4M | — |
自由现金流率
ANDE
RAMP
| Q4 25 | -23.4% | — | ||
| Q3 25 | 56.5% | 28.4% | ||
| Q2 25 | 46.8% | -8.3% | ||
| Q1 25 | -106.9% | — | ||
| Q4 24 | 63.1% | 22.9% | ||
| Q3 24 | -17.2% | 29.8% | ||
| Q2 24 | 56.0% | -5.4% | ||
| Q1 24 | -78.0% | — |
资本支出强度
ANDE
RAMP
| Q4 25 | 21.5% | 0.1% | ||
| Q3 25 | 22.6% | 0.3% | ||
| Q2 25 | 9.1% | 0.2% | ||
| Q1 25 | 12.6% | 0.2% | ||
| Q4 24 | 16.6% | 0.1% | ||
| Q3 24 | 16.3% | 0.1% | ||
| Q2 24 | 5.8% | 0.1% | ||
| Q1 24 | 7.8% | 1.0% |
现金转化率
ANDE
RAMP
| Q4 25 | -0.09× | — | ||
| Q3 25 | 11.61× | 2.09× | ||
| Q2 25 | 38.10× | -2.04× | ||
| Q1 25 | -1232.46× | — | ||
| Q4 24 | 5.96× | 4.02× | ||
| Q3 24 | -0.08× | 32.10× | ||
| Q2 24 | 8.46× | — | ||
| Q1 24 | -42.94× | — |
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
ANDE
| Specialty And Primary Nutrients | $137.1M | 42% |
| Premium Ingredients | $66.1M | 20% |
| Segment Reporting Reconciling Item Other | $63.2M | 19% |
| Other | $63.1M | 19% |
RAMP
暂无分部数据