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Angi Inc.（ANGI）与Ibotta, Inc.（IBTA）财务数据对比。点击上方公司名可切换其他公司
Angi Inc.的季度营收约是Ibotta, Inc.的2.7倍（$240.8M vs $88.5M）。Ibotta, Inc.同比增速更快（-10.0% vs -10.1%）。过去两年Ibotta, Inc.的营收复合增速更高（3.7% vs -11.2%）
安吉（Angi Inc.）是一家互联网服务企业，由Angie's List与HomeAdvisor于2017年合并成立。公司最早可追溯到1995年创立的美国家居服务网站Angie's List，该网站最初是在线黄页平台，支持用户查看和发布本地商家与服务商的众包评价。
Ibotta, Inc.是总部位于美国科罗拉多州丹佛市的移动科技公司，成立于2011年，目前仅在美国开展业务。公司依托自主开发的Ibotta绩效网络与面向消费者的手机应用，为各类消费提供现金返现奖励，同时与快速消费品品牌及网络发行商合作，还推出了返现即服务业务。
ANGI vs IBTA — 直观对比
营收规模更大
ANGI
是对方的2.7倍
$88.5M
营收增速更快
IBTA
高出0.1%
-10.1%
两年增速更快
IBTA
近两年复合增速
-11.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $240.8M | $88.5M |
| 净利润 | $7.2M | — |
| 毛利率 | 96.3% | 78.7% |
| 营业利润率 | 2.5% | -1.9% |
| 净利率 | 3.0% | — |
| 营收同比 | -10.1% | -10.0% |
| 净利润同比 | 661.7% | — |
| 每股收益（稀释后） | $0.18 | $-0.03 |
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ANGIIBTA
| Q4 25 | $240.8M | $88.5M | ||
| Q3 25 | $265.6M | $83.3M | ||
| Q2 25 | $278.2M | $86.0M | ||
| Q1 25 | $245.9M | $84.6M | ||
| Q4 24 | $267.9M | $98.4M | ||
| Q3 24 | $296.7M | $98.6M | ||
| Q2 24 | $315.1M | $87.9M | ||
| Q1 24 | $305.4M | $82.3M |
净利润ANGIIBTA
| Q4 25 | $7.2M | — | ||
| Q3 25 | $10.6M | $1.5M | ||
| Q2 25 | $10.9M | $2.5M | ||
| Q1 25 | $15.1M | $555.0K | ||
| Q4 24 | $-1.3M | — | ||
| Q3 24 | $35.4M | $17.2M | ||
| Q2 24 | $4.1M | $-34.0M | ||
| Q1 24 | $-1.3M | $9.3M |
毛利率ANGIIBTA
| Q4 25 | 96.3% | 78.7% | ||
| Q3 25 | 95.3% | 79.4% | ||
| Q2 25 | 95.3% | 79.2% | ||
| Q1 25 | 94.7% | 79.8% | ||
| Q4 24 | 94.0% | 84.6% | ||
| Q3 24 | 95.0% | 87.7% | ||
| Q2 24 | 95.5% | 86.0% | ||
| Q1 24 | 95.9% | 87.2% |
营业利润率ANGIIBTA
| Q4 25 | 2.5% | -1.9% | ||
| Q3 25 | 8.2% | 2.8% | ||
| Q2 25 | 6.4% | 1.4% | ||
| Q1 25 | 8.1% | -3.3% | ||
| Q4 24 | 0.8% | 13.2% | ||
| Q3 24 | 2.6% | 21.0% | ||
| Q2 24 | 2.9% | -24.6% | ||
| Q1 24 | 0.9% | 19.3% |
净利率ANGIIBTA
| Q4 25 | 3.0% | — | ||
| Q3 25 | 4.0% | 1.8% | ||
| Q2 25 | 3.9% | 2.9% | ||
| Q1 25 | 6.1% | 0.7% | ||
| Q4 24 | -0.5% | — | ||
| Q3 24 | 11.9% | 17.5% | ||
| Q2 24 | 1.3% | -38.6% | ||
| Q1 24 | -0.4% | 11.3% |
每股收益（稀释后）ANGIIBTA
| Q4 25 | $0.18 | $-0.03 | ||
| Q3 25 | $0.23 | $0.05 | ||
| Q2 25 | $0.23 | $0.08 | ||
| Q1 25 | $0.30 | $0.02 | ||
| Q4 24 | $-0.03 | $3.04 | ||
| Q3 24 | $0.70 | $0.51 | ||
| Q2 24 | $0.07 | $-1.32 | ||
| Q1 24 | $-0.03 | $0.33 |
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 | $303.7M | $186.6M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $927.4M | $287.7M |
| 总资产 | $1.7B | $525.9M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资ANGIIBTA
| Q4 25 | $303.7M | $186.6M | ||
| Q3 25 | $340.7M | $223.3M | ||
| Q2 25 | $362.5M | $250.5M | ||
| Q1 25 | $386.6M | $297.1M | ||
| Q4 24 | $416.4M | $349.3M | ||
| Q3 24 | $395.2M | $341.3M | ||
| Q2 24 | $384.9M | $317.9M | ||
| Q1 24 | $363.3M | $79.5M |
总债务ANGIIBTA
| Q4 25 | — | $0 | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $65.3M |
股东权益ANGIIBTA
| Q4 25 | $927.4M | $287.7M | ||
| Q3 25 | $994.1M | $329.6M | ||
| Q2 25 | $1.0B | $354.1M | ||
| Q1 25 | $1.0B | $401.3M | ||
| Q4 24 | $1.1B | $457.3M | ||
| Q3 24 | $1.1B | $378.0M | ||
| Q2 24 | $1.0B | $359.7M | ||
| Q1 24 | $1.0B | $44.1M |
总资产ANGIIBTA
| Q4 25 | $1.7B | $525.9M | ||
| Q3 25 | $1.7B | $569.4M | ||
| Q2 25 | $1.8B | $600.8M | ||
| Q1 25 | $1.8B | $639.3M | ||
| Q4 24 | $1.8B | $678.4M | ||
| Q3 24 | $1.9B | $598.3M | ||
| Q2 24 | $1.9B | $556.0M | ||
| Q1 24 | $1.8B | $322.1M |
负债/权益比ANGIIBTA
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 1.48× |
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 | — | $27.8M |
| 自由现金流经营现金流 - 资本支出 | — | $20.3M |
| 自由现金流率自由现金流/营收 | — | 22.9% |
| 资本支出强度资本支出/营收 | 7.8% | 8.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $75.0M |
8季度趋势，按日历期对齐
经营现金流ANGIIBTA
| Q4 25 | — | $27.8M | ||
| Q3 25 | $21.0M | $21.8M | ||
| Q2 25 | $57.1M | $25.9M | ||
| Q1 25 | $-3.1M | $19.9M | ||
| Q4 24 | $40.0M | $22.0M | ||
| Q3 24 | $30.9M | $39.5M | ||
| Q2 24 | $62.7M | $35.0M | ||
| Q1 24 | $22.3M | $19.4M |
自由现金流ANGIIBTA
| Q4 25 | — | $20.3M | ||
| Q3 25 | $4.9M | $14.5M | ||
| Q2 25 | $44.9M | $22.2M | ||
| Q1 25 | $-15.7M | $18.0M | ||
| Q4 24 | $27.1M | $21.8M | ||
| Q3 24 | $18.8M | $39.2M | ||
| Q2 24 | $50.0M | $34.8M | ||
| Q1 24 | $9.5M | $19.2M |
自由现金流率ANGIIBTA
| Q4 25 | — | 22.9% | ||
| Q3 25 | 1.9% | 17.4% | ||
| Q2 25 | 16.1% | 25.8% | ||
| Q1 25 | -6.4% | 21.2% | ||
| Q4 24 | 10.1% | 22.1% | ||
| Q3 24 | 6.3% | 39.8% | ||
| Q2 24 | 15.9% | 39.6% | ||
| Q1 24 | 3.1% | 23.3% |
资本支出强度ANGIIBTA
| Q4 25 | 7.8% | 8.5% | ||
| Q3 25 | 6.0% | 8.7% | ||
| Q2 25 | 4.4% | 4.2% | ||
| Q1 25 | 5.1% | 2.2% | ||
| Q4 24 | 4.8% | 0.2% | ||
| Q3 24 | 4.1% | 0.3% | ||
| Q2 24 | 4.0% | 0.2% | ||
| Q1 24 | 4.2% | 0.2% |
现金转化率ANGIIBTA
| Q4 25 | — | — | ||
| Q3 25 | 1.98× | 14.19× | ||
| Q2 25 | 5.24× | 10.38× | ||
| Q1 25 | -0.21× | 35.78× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.87× | 2.29× | ||
| Q2 24 | 15.34× | — | ||
| Q1 24 | — | 2.08× |
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
ANGI
| Lead | $166.2M | 69% |
| Other | $28.2M | 12% |
| Advertising | $21.2M | 9% |
| Services | $19.0M | 8% |
| Membership Subscription | $6.2M | 3% |
IBTA
| Redemption Revenue | $78.5M | 89% |
| Ad Other Revenue | $10.0M | 11% |
| Breakage | $2.1M | 2% |
