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Angi Inc.（ANGI）与National CineMedia, Inc.（NCMI）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National CineMedia, Inc.的3.8倍（$240.8M vs $63.4M）。Angi Inc.净利率更高（3.0% vs 2.5%，领先0.5%）。National CineMedia, Inc.同比增速更快（1.6% vs -10.1%）。过去两年National CineMedia, Inc.的营收复合增速更高（0.8% 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。
国家影院传媒是一家美国影院广告企业，依托由AMC、喜满客、 regal等头部连锁影院及区域影院院线组成的影院数字化网络，面向美国消费者，在影院场地、线上渠道以及移动端开展影院广告业务，是美国影院广告领域的核心运营商。
ANGI vs NCMI — 直观对比
营收规模更大
ANGI
是对方的3.8倍
$63.4M
营收增速更快
NCMI
高出11.7%
-10.1%
净利率更高
ANGI
高出0.5%
2.5%
两年增速更快
NCMI
近两年复合增速
-11.2%
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $240.8M | $63.4M |
| 净利润 | $7.2M | $1.6M |
| 毛利率 | 96.3% | 95.0% |
| 营业利润率 | 2.5% | -2.8% |
| 净利率 | 3.0% | 2.5% |
| 营收同比 | -10.1% | 1.6% |
| 净利润同比 | 661.7% | 144.4% |
| 每股收益（稀释后） | $0.18 | $0.02 |
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ANGINCMI
| Q4 25 | $240.8M | — | ||
| Q3 25 | $265.6M | $63.4M | ||
| Q2 25 | $278.2M | $51.8M | ||
| Q1 25 | $245.9M | $34.9M | ||
| Q4 24 | $267.9M | $86.3M | ||
| Q3 24 | $296.7M | $62.4M | ||
| Q2 24 | $315.1M | — | ||
| Q1 24 | $305.4M | — |
净利润ANGINCMI
| Q4 25 | $7.2M | — | ||
| Q3 25 | $10.6M | $1.6M | ||
| Q2 25 | $10.9M | $-10.7M | ||
| Q1 25 | $15.1M | $-30.7M | ||
| Q4 24 | $-1.3M | $24.7M | ||
| Q3 24 | $35.4M | $-3.6M | ||
| Q2 24 | $4.1M | — | ||
| Q1 24 | $-1.3M | — |
毛利率ANGINCMI
| Q4 25 | 96.3% | — | ||
| Q3 25 | 95.3% | 95.0% | ||
| Q2 25 | 95.3% | 93.8% | ||
| Q1 25 | 94.7% | 91.1% | ||
| Q4 24 | 94.0% | 96.4% | ||
| Q3 24 | 95.0% | 94.7% | ||
| Q2 24 | 95.5% | — | ||
| Q1 24 | 95.9% | — |
营业利润率ANGINCMI
| Q4 25 | 2.5% | — | ||
| Q3 25 | 8.2% | -2.8% | ||
| Q2 25 | 6.4% | -23.2% | ||
| Q1 25 | 8.1% | -68.5% | ||
| Q4 24 | 0.8% | 23.2% | ||
| Q3 24 | 2.6% | -12.0% | ||
| Q2 24 | 2.9% | — | ||
| Q1 24 | 0.9% | — |
净利率ANGINCMI
| Q4 25 | 3.0% | — | ||
| Q3 25 | 4.0% | 2.5% | ||
| Q2 25 | 3.9% | -20.7% | ||
| Q1 25 | 6.1% | -88.0% | ||
| Q4 24 | -0.5% | 28.6% | ||
| Q3 24 | 11.9% | -5.8% | ||
| Q2 24 | 1.3% | — | ||
| Q1 24 | -0.4% | — |
每股收益（稀释后）ANGINCMI
| Q4 25 | $0.18 | — | ||
| Q3 25 | $0.23 | $0.02 | ||
| Q2 25 | $0.23 | $-0.11 | ||
| Q1 25 | $0.30 | $-0.32 | ||
| Q4 24 | $-0.03 | $0.26 | ||
| Q3 24 | $0.70 | $-0.04 | ||
| Q2 24 | $0.07 | — | ||
| Q1 24 | $-0.03 | — |
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 | $29.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $927.4M | $350.5M |
| 总资产 | $1.7B | $451.9M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ANGINCMI
| Q4 25 | $303.7M | — | ||
| Q3 25 | $340.7M | $29.9M | ||
| Q2 25 | $362.5M | $37.2M | ||
| Q1 25 | $386.6M | $59.8M | ||
| Q4 24 | $416.4M | $75.2M | ||
| Q3 24 | $395.2M | $49.5M | ||
| Q2 24 | $384.9M | — | ||
| Q1 24 | $363.3M | — |
股东权益ANGINCMI
| Q4 25 | $927.4M | — | ||
| Q3 25 | $994.1M | $350.5M | ||
| Q2 25 | $1.0B | $350.0M | ||
| Q1 25 | $1.0B | $370.8M | ||
| Q4 24 | $1.1B | $411.2M | ||
| Q3 24 | $1.1B | $385.5M | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $1.0B | — |
总资产ANGINCMI
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | $451.9M | ||
| Q2 25 | $1.8B | $462.0M | ||
| Q1 25 | $1.8B | $503.8M | ||
| Q4 24 | $1.8B | $568.6M | ||
| Q3 24 | $1.9B | $526.1M | ||
| Q2 24 | $1.9B | — | ||
| Q1 24 | $1.8B | — |
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 | — | $-1.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-2.0M |
| 自由现金流率自由现金流/营收 | — | -3.2% |
| 资本支出强度资本支出/营收 | 7.8% | 1.6% |
| 现金转化率经营现金流/净利润 | — | -0.63× |
| 过去12个月自由现金流最近4个季度 | — | $-5.3M |
8季度趋势，按日历期对齐
经营现金流ANGINCMI
| Q4 25 | — | — | ||
| Q3 25 | $21.0M | $-1.0M | ||
| Q2 25 | $57.1M | $-4.9M | ||
| Q1 25 | $-3.1M | $6.0M | ||
| Q4 24 | $40.0M | $30.5M | ||
| Q3 24 | $30.9M | $-2.0M | ||
| Q2 24 | $62.7M | — | ||
| Q1 24 | $22.3M | — |
自由现金流ANGINCMI
| Q4 25 | — | — | ||
| Q3 25 | $4.9M | $-2.0M | ||
| Q2 25 | $44.9M | $-6.6M | ||
| Q1 25 | $-15.7M | $5.3M | ||
| Q4 24 | $27.1M | $28.1M | ||
| Q3 24 | $18.8M | $-2.6M | ||
| Q2 24 | $50.0M | — | ||
| Q1 24 | $9.5M | — |
自由现金流率ANGINCMI
| Q4 25 | — | — | ||
| Q3 25 | 1.9% | -3.2% | ||
| Q2 25 | 16.1% | -12.7% | ||
| Q1 25 | -6.4% | 15.2% | ||
| Q4 24 | 10.1% | 32.6% | ||
| Q3 24 | 6.3% | -4.2% | ||
| Q2 24 | 15.9% | — | ||
| Q1 24 | 3.1% | — |
资本支出强度ANGINCMI
| Q4 25 | 7.8% | — | ||
| Q3 25 | 6.0% | 1.6% | ||
| Q2 25 | 4.4% | 3.3% | ||
| Q1 25 | 5.1% | 2.0% | ||
| Q4 24 | 4.8% | 2.8% | ||
| Q3 24 | 4.1% | 1.0% | ||
| Q2 24 | 4.0% | — | ||
| Q1 24 | 4.2% | — |
现金转化率ANGINCMI
| Q4 25 | — | — | ||
| Q3 25 | 1.98× | -0.63× | ||
| Q2 25 | 5.24× | — | ||
| Q1 25 | -0.21× | — | ||
| Q4 24 | — | 1.23× | ||
| Q3 24 | 0.87× | — | ||
| Q2 24 | 15.34× | — | ||
| Q1 24 | — | — |
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% |
NCMI
| National Advertising Revenue | $49.9M | 79% |
| Local Advertising Revenue | $9.6M | 15% |
| Founding Member Advertising Revenue From Beverage Concessionaire Agreements | $3.9M | 6% |
