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Angi Inc.(ANGI)与Thryv Holdings, Inc.(THRY)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Thryv Holdings, Inc.的1.3倍($240.8M vs $191.6M)。Angi Inc.净利率更高(3.0% vs -5.0%,领先8.0%)。Thryv Holdings, Inc.同比增速更快(2.7% vs -10.1%)。过去两年Thryv Holdings, Inc.的营收复合增速更高(-9.4% 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。
Thryv Holdings, Inc.是一家上市软件服务(SaaS)企业,面向中小企业提供客户关系管理与网络声誉管理软件解决方案。公司总部位于得克萨斯州达拉斯,业务覆盖美国48个州,现有员工超过2400名,其前身是多家黄页企业组成的集团。
ANGI vs THRY — 直观对比
营收规模更大
ANGI
是对方的1.3倍
$191.6M
营收增速更快
THRY
高出12.8%
-10.1%
净利率更高
ANGI
高出8.0%
-5.0%
两年增速更快
THRY
近两年复合增速
-11.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $240.8M | $191.6M |
| 净利润 | $7.2M | $-9.7M |
| 毛利率 | 96.3% | 68.0% |
| 营业利润率 | 2.5% | 5.3% |
| 净利率 | 3.0% | -5.0% |
| 营收同比 | -10.1% | 2.7% |
| 净利润同比 | 661.7% | -222.5% |
| 每股收益(稀释后) | $0.18 | $-0.21 |
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
ANGI
THRY
| Q4 25 | $240.8M | $191.6M | ||
| Q3 25 | $265.6M | $201.6M | ||
| Q2 25 | $278.2M | $210.5M | ||
| Q1 25 | $245.9M | $181.4M | ||
| Q4 24 | $267.9M | $186.6M | ||
| Q3 24 | $296.7M | $179.9M | ||
| Q2 24 | $315.1M | $224.1M | ||
| Q1 24 | $305.4M | $233.6M |
净利润
ANGI
THRY
| Q4 25 | $7.2M | $-9.7M | ||
| Q3 25 | $10.6M | $5.7M | ||
| Q2 25 | $10.9M | $13.9M | ||
| Q1 25 | $15.1M | $-9.6M | ||
| Q4 24 | $-1.3M | $7.9M | ||
| Q3 24 | $35.4M | $-96.1M | ||
| Q2 24 | $4.1M | $5.5M | ||
| Q1 24 | $-1.3M | $8.4M |
毛利率
ANGI
THRY
| Q4 25 | 96.3% | 68.0% | ||
| Q3 25 | 95.3% | 67.7% | ||
| Q2 25 | 95.3% | 69.7% | ||
| Q1 25 | 94.7% | 65.8% | ||
| Q4 24 | 94.0% | 65.9% | ||
| Q3 24 | 95.0% | 62.3% | ||
| Q2 24 | 95.5% | 66.3% | ||
| Q1 24 | 95.9% | 65.8% |
营业利润率
ANGI
THRY
| Q4 25 | 2.5% | 5.3% | ||
| Q3 25 | 8.2% | 9.9% | ||
| Q2 25 | 6.4% | 14.0% | ||
| Q1 25 | 8.1% | -1.7% | ||
| Q4 24 | 0.8% | -3.9% | ||
| Q3 24 | 2.6% | -49.2% | ||
| Q2 24 | 2.9% | 14.0% | ||
| Q1 24 | 0.9% | 13.3% |
净利率
ANGI
THRY
| Q4 25 | 3.0% | -5.0% | ||
| Q3 25 | 4.0% | 2.8% | ||
| Q2 25 | 3.9% | 6.6% | ||
| Q1 25 | 6.1% | -5.3% | ||
| Q4 24 | -0.5% | 4.2% | ||
| Q3 24 | 11.9% | -53.4% | ||
| Q2 24 | 1.3% | 2.5% | ||
| Q1 24 | -0.4% | 3.6% |
每股收益(稀释后)
ANGI
THRY
| Q4 25 | $0.18 | $-0.21 | ||
| Q3 25 | $0.23 | $0.13 | ||
| Q2 25 | $0.23 | $0.31 | ||
| Q1 25 | $0.30 | $-0.22 | ||
| Q4 24 | $-0.03 | $0.28 | ||
| Q3 24 | $0.70 | $-2.65 | ||
| Q2 24 | $0.07 | $0.15 | ||
| Q1 24 | $-0.03 | $0.22 |
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 | $10.8M |
| 总债务越低越好 | — | $253.5M |
| 股东权益账面价值 | $927.4M | $218.1M |
| 总资产 | $1.7B | $688.6M |
| 负债/权益比越低杠杆越低 | — | 1.16× |
8季度趋势,按日历期对齐
现金及短期投资
ANGI
THRY
| Q4 25 | $303.7M | $10.8M | ||
| Q3 25 | $340.7M | $11.6M | ||
| Q2 25 | $362.5M | $10.8M | ||
| Q1 25 | $386.6M | $11.0M | ||
| Q4 24 | $416.4M | $16.3M | ||
| Q3 24 | $395.2M | $12.5M | ||
| Q2 24 | $384.9M | $15.5M | ||
| Q1 24 | $363.3M | $14.4M |
总债务
ANGI
THRY
| Q4 25 | — | $253.5M | ||
| Q3 25 | — | $268.2M | ||
| Q2 25 | — | $275.6M | ||
| Q1 25 | — | $299.0M | ||
| Q4 24 | — | $284.3M | ||
| Q3 24 | — | $307.8M | ||
| Q2 24 | — | $342.1M | ||
| Q1 24 | — | $347.6M |
股东权益
ANGI
THRY
| Q4 25 | $927.4M | $218.1M | ||
| Q3 25 | $994.1M | $221.1M | ||
| Q2 25 | $1.0B | $214.9M | ||
| Q1 25 | $1.0B | $193.2M | ||
| Q4 24 | $1.1B | $196.9M | ||
| Q3 24 | $1.1B | $94.5M | ||
| Q2 24 | $1.0B | $183.1M | ||
| Q1 24 | $1.0B | $167.1M |
总资产
ANGI
THRY
| Q4 25 | $1.7B | $688.6M | ||
| Q3 25 | $1.7B | $701.8M | ||
| Q2 25 | $1.8B | $687.7M | ||
| Q1 25 | $1.8B | $703.7M | ||
| Q4 24 | $1.8B | $712.2M | ||
| Q3 24 | $1.9B | $654.8M | ||
| Q2 24 | $1.9B | $785.5M | ||
| Q1 24 | $1.8B | $786.8M |
负债/权益比
ANGI
THRY
| Q4 25 | — | 1.16× | ||
| Q3 25 | — | 1.21× | ||
| Q2 25 | — | 1.28× | ||
| Q1 25 | — | 1.55× | ||
| Q4 24 | — | 1.44× | ||
| Q3 24 | — | 3.26× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 2.08× |
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 | — | $22.2M |
| 自由现金流经营现金流 - 资本支出 | — | $12.3M |
| 自由现金流率自由现金流/营收 | — | 6.4% |
| 资本支出强度资本支出/营收 | 7.8% | 5.2% |
| 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 | — | $31.1M |
8季度趋势,按日历期对齐
经营现金流
ANGI
THRY
| Q4 25 | — | $22.2M | ||
| Q3 25 | $21.0M | $22.2M | ||
| Q2 25 | $57.1M | $29.6M | ||
| Q1 25 | $-3.1M | $-10.5M | ||
| Q4 24 | $40.0M | $26.1M | ||
| Q3 24 | $30.9M | $36.0M | ||
| Q2 24 | $62.7M | $22.2M | ||
| Q1 24 | $22.3M | $5.4M |
自由现金流
ANGI
THRY
| Q4 25 | — | $12.3M | ||
| Q3 25 | $4.9M | $14.6M | ||
| Q2 25 | $44.9M | $21.8M | ||
| Q1 25 | $-15.7M | $-17.6M | ||
| Q4 24 | $27.1M | $17.3M | ||
| Q3 24 | $18.8M | $27.5M | ||
| Q2 24 | $50.0M | $13.3M | ||
| Q1 24 | $9.5M | $-1.8M |
自由现金流率
ANGI
THRY
| Q4 25 | — | 6.4% | ||
| Q3 25 | 1.9% | 7.2% | ||
| Q2 25 | 16.1% | 10.4% | ||
| Q1 25 | -6.4% | -9.7% | ||
| Q4 24 | 10.1% | 9.3% | ||
| Q3 24 | 6.3% | 15.3% | ||
| Q2 24 | 15.9% | 5.9% | ||
| Q1 24 | 3.1% | -0.8% |
资本支出强度
ANGI
THRY
| Q4 25 | 7.8% | 5.2% | ||
| Q3 25 | 6.0% | 3.8% | ||
| Q2 25 | 4.4% | 3.7% | ||
| Q1 25 | 5.1% | 3.9% | ||
| Q4 24 | 4.8% | 4.7% | ||
| Q3 24 | 4.1% | 4.7% | ||
| Q2 24 | 4.0% | 4.0% | ||
| Q1 24 | 4.2% | 3.1% |
现金转化率
ANGI
THRY
| Q4 25 | — | — | ||
| Q3 25 | 1.98× | 3.93× | ||
| Q2 25 | 5.24× | 2.12× | ||
| Q1 25 | -0.21× | — | ||
| Q4 24 | — | 3.32× | ||
| Q3 24 | 0.87× | — | ||
| Q2 24 | 15.34× | 4.01× | ||
| Q1 24 | — | 0.65× |
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% |
THRY
| Software As A Service | $119.0M | 62% |
| $56.2M | 29% | |
| Digital | $16.4M | 9% |