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AppLovin Corp（APP）与艾伯维（ARGX）财务数据对比。点击上方公司名可切换其他公司
艾伯维的季度营收约是AppLovin Corp的1.9倍（$2.5B vs $1.3B），AppLovin Corp净利率更高（82.7% vs 35.5%，领先47.2%），艾伯维同比增速更快（83.2% vs -2.9%）
AppLovin是总部位于美国加利福尼亚州帕洛阿尔托的移动科技公司，成立于2012年，旗下拥有SSP MAX、DSP AppDiscovery营销平台及SparkLabs创意工作室，可为开发者提供应用推广、变现、分析及发行服务，同时也对多家移动游戏发行商开展投资。
艾伯维是总部位于美国伊利诺伊州北芝加哥的制药企业，研发生产的药物覆盖多种疾病治疗领域，可满足多元临床需求，致力于为全球不同病症的患者提供可靠的治疗方案选择。
APP vs ARGX — 直观对比
营收规模更大
ARGX
是对方的1.9倍
$1.3B
营收增速更快
ARGX
高出86.1%
-2.9%
净利率更高
APP
高出47.2%
35.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.5B |
| 净利润 | $1.1B | $877.2M |
| 毛利率 | 95.2% | 89.5% |
| 营业利润率 | — | 28.9% |
| 净利率 | 82.7% | 35.5% |
| 营收同比 | -2.9% | 83.2% |
| 净利润同比 | 84.0% | 1.3% |
| 每股收益（稀释后） | $3.24 | $13.25 |
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APPARGX
| Q4 25 | $1.3B | $2.5B | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.3B | $1.8B | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.4B | $1.4B | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | $901.9M | ||
| Q1 24 | $1.1B | — |
净利润APPARGX
| Q4 25 | $1.1B | $877.2M | ||
| Q3 25 | $835.5M | — | ||
| Q2 25 | $819.5M | $414.8M | ||
| Q1 25 | $576.4M | — | ||
| Q4 24 | $599.2M | $865.6M | ||
| Q3 24 | $434.4M | — | ||
| Q2 24 | $310.0M | $-32.5M | ||
| Q1 24 | $236.2M | — |
毛利率APPARGX
| Q4 25 | 95.2% | 89.5% | ||
| Q3 25 | 87.6% | — | ||
| Q2 25 | 87.7% | 89.2% | ||
| Q1 25 | 81.7% | — | ||
| Q4 24 | 76.7% | 90.2% | ||
| Q3 24 | 77.5% | — | ||
| Q2 24 | 73.8% | 89.4% | ||
| Q1 24 | 72.2% | — |
营业利润率APPARGX
| Q4 25 | — | 28.9% | ||
| Q3 25 | 76.8% | — | ||
| Q2 25 | 76.1% | 19.2% | ||
| Q1 25 | 44.7% | — | ||
| Q4 24 | 44.3% | 8.7% | ||
| Q3 24 | 44.6% | — | ||
| Q2 24 | 36.2% | -15.4% | ||
| Q1 24 | 32.1% | — |
净利率APPARGX
| Q4 25 | 82.7% | 35.5% | ||
| Q3 25 | 59.5% | — | ||
| Q2 25 | 65.1% | 23.4% | ||
| Q1 25 | 38.8% | — | ||
| Q4 24 | 43.6% | 64.1% | ||
| Q3 24 | 36.3% | — | ||
| Q2 24 | 28.7% | -3.6% | ||
| Q1 24 | 22.3% | — |
每股收益（稀释后）APPARGX
| Q4 25 | $3.24 | $13.25 | ||
| Q3 25 | $2.45 | — | ||
| Q2 25 | $2.39 | $6.32 | ||
| Q1 25 | $1.67 | — | ||
| Q4 24 | $1.72 | $13.33 | ||
| Q3 24 | $1.25 | — | ||
| Q2 24 | $0.89 | $-0.55 | ||
| Q1 24 | $0.67 | — |
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 | $2.5B | $3.5B |
| 总债务越低越好 | $3.5B | — |
| 股东权益账面价值 | $2.1B | $7.3B |
| 总资产 | $7.3B | $8.7B |
| 负债/权益比越低杠杆越低 | 1.65× | — |
8季度趋势，按日历期对齐
现金及短期投资APPARGX
| Q4 25 | $2.5B | $3.5B | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $551.0M | — | ||
| Q4 24 | $741.4M | $1.5B | ||
| Q3 24 | $567.6M | — | ||
| Q2 24 | $460.4M | $1.4B | ||
| Q1 24 | $436.3M | — |
总债务APPARGX
| Q4 25 | $3.5B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $3.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $11.0M | ||
| Q1 24 | — | — |
股东权益APPARGX
| Q4 25 | $2.1B | $7.3B | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.2B | $6.1B | ||
| Q1 25 | $575.4M | — | ||
| Q4 24 | $1.1B | $5.5B | ||
| Q3 24 | $938.2M | — | ||
| Q2 24 | $814.8M | $4.3B | ||
| Q1 24 | $760.2M | — |
总资产APPARGX
| Q4 25 | $7.3B | $8.7B | ||
| Q3 25 | $6.3B | — | ||
| Q2 25 | $6.0B | $7.2B | ||
| Q1 25 | $5.7B | — | ||
| Q4 24 | $5.9B | $6.2B | ||
| Q3 24 | $5.4B | — | ||
| Q2 24 | $5.3B | $4.8B | ||
| Q1 24 | $5.3B | — |
负债/权益比APPARGX
| Q4 25 | 1.65× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.22× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.00× | ||
| 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 | $1.3B | $323.3M |
| 自由现金流经营现金流 - 资本支出 | — | $322.4M |
| 自由现金流率自由现金流/营收 | — | 13.0% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 现金转化率经营现金流/净利润 | 1.19× | 0.37× |
| 过去12个月自由现金流最近4个季度 | — | $594.5M |
8季度趋势，按日历期对齐
经营现金流APPARGX
| Q4 25 | $1.3B | $323.3M | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $772.2M | $361.8M | ||
| Q1 25 | $831.7M | — | ||
| Q4 24 | $701.0M | $41.9M | ||
| Q3 24 | $550.7M | — | ||
| Q2 24 | $454.5M | $-124.7M | ||
| Q1 24 | $392.8M | — |
自由现金流APPARGX
| Q4 25 | — | $322.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $356.6M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $40.9M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $-125.5M | ||
| Q1 24 | — | — |
自由现金流率APPARGX
| Q4 25 | — | 13.0% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 20.1% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -13.9% | ||
| Q1 24 | — | — |
资本支出强度APPARGX
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | — |
现金转化率APPARGX
| Q4 25 | 1.19× | 0.37× | ||
| Q3 25 | 1.26× | — | ||
| Q2 25 | 0.94× | 0.87× | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.17× | 0.05× | ||
| Q3 24 | 1.27× | — | ||
| Q2 24 | 1.47× | — | ||
| Q1 24 | 1.66× | — |
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
APP
| Other | $673.9M | 51% |
| US | $659.0M | 49% |
ARGX
暂无分部数据
