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ALTISOURCE PORTFOLIO SOLUTIONS S.A.（ASPS）与冬海集团（SE）财务数据对比。点击上方公司名可切换其他公司
冬海集团的季度营收约是ALTISOURCE PORTFOLIO SOLUTIONS S.A.的541.8倍（$22.9B vs $42.3M）。冬海集团净利率更高（7.0% vs -16.8%，领先23.9%）。冬海集团同比增速更快（363.4% vs 3.2%）。过去两年冬海集团的营收复合增速更高（147.8% vs 3.6%）
Altisource Portfolio Solutions S.A.是面向抵押贷款、房地产及消费金融领域的全球服务商，为贷款机构、服务商、投资者等市场参与者提供技术、数据与运营解决方案，优化资产管理、房产交易等业务流程，提升客户运营效率。
冬海集团（Sea Ltd）是总部位于新加坡的科技综合集团，于纽约证券交易所上市，2024年营收达168亿美元。旗下拥有游戏品牌Garena、数字金融服务品牌Monee，以及东南亚规模最大的电商平台Shopee，业务覆盖数字娱乐、金融科技、电子商务三大核心领域。
ASPS vs SE — 直观对比
营收规模更大
SE
是对方的541.8倍
$42.3M
营收增速更快
SE
高出360.1%
3.2%
净利率更高
SE
高出23.9%
-16.8%
两年增速更快
SE
近两年复合增速
3.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $42.3M | $22.9B |
| 净利润 | $-7.1M | $1.6B |
| 毛利率 | 26.5% | 44.7% |
| 营业利润率 | -15.5% | 8.7% |
| 净利率 | -16.8% | 7.0% |
| 营收同比 | 3.2% | 363.4% |
| 净利润同比 | 18.2% | — |
| 每股收益（稀释后） | $-1.02 | $2.52 |
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ASPSSE
| Q4 25 | $42.3M | $22.9B | ||
| Q3 25 | $41.9M | $6.0B | ||
| Q2 25 | $43.3M | $5.3B | ||
| Q1 25 | $43.4M | $4.8B | ||
| Q4 24 | $41.0M | $5.0B | ||
| Q3 24 | $40.5M | $4.3B | ||
| Q2 24 | $39.1M | $3.8B | ||
| Q1 24 | $39.5M | $3.7B |
净利润ASPSSE
| Q4 25 | $-7.1M | $1.6B | ||
| Q3 25 | $-2.3M | $375.0M | ||
| Q2 25 | $16.7M | $414.2M | ||
| Q1 25 | $-5.3M | $-7.8M | ||
| Q4 24 | $-8.7M | — | ||
| Q3 24 | $-9.3M | — | ||
| Q2 24 | $-8.3M | — | ||
| Q1 24 | $-9.2M | $-23.0M |
毛利率ASPSSE
| Q4 25 | 26.5% | 44.7% | ||
| Q3 25 | 27.1% | 43.4% | ||
| Q2 25 | 30.1% | 45.8% | ||
| Q1 25 | 30.7% | 46.2% | ||
| Q4 24 | 30.3% | — | ||
| Q3 24 | 29.8% | — | ||
| Q2 24 | 32.5% | — | ||
| Q1 24 | 31.2% | 41.6% |
营业利润率ASPSSE
| Q4 25 | -15.5% | 8.7% | ||
| Q3 25 | 1.2% | 8.0% | ||
| Q2 25 | 7.5% | 9.3% | ||
| Q1 25 | 7.5% | 9.4% | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 5.3% | — | ||
| Q1 24 | -1.4% | 1.9% |
净利率ASPSSE
| Q4 25 | -16.8% | 7.0% | ||
| Q3 25 | -5.5% | 6.3% | ||
| Q2 25 | 38.5% | 7.9% | ||
| Q1 25 | -12.1% | -0.2% | ||
| Q4 24 | -21.3% | — | ||
| Q3 24 | -23.0% | — | ||
| Q2 24 | -21.1% | — | ||
| Q1 24 | -23.2% | -0.6% |
每股收益（稀释后）ASPSSE
| Q4 25 | $-1.02 | $2.52 | ||
| Q3 25 | $-0.22 | $0.59 | ||
| Q2 25 | $1.48 | $0.65 | ||
| Q1 25 | $-0.09 | $0.65 | ||
| Q4 24 | $-4.72 | — | ||
| Q3 24 | $-2.61 | — | ||
| Q2 24 | $-2.33 | — | ||
| Q1 24 | $-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 | $26.6M | $10.6B |
| 总债务越低越好 | $191.1M | — |
| 股东权益账面价值 | $-110.2M | $12.6B |
| 总资产 | $139.8M | $29.4B |
| 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ASPSSE
| Q4 25 | $26.6M | $10.6B | ||
| Q3 25 | $28.6M | — | ||
| Q2 25 | $30.0M | — | ||
| Q1 25 | $30.8M | — | ||
| Q4 24 | $29.8M | $8.6B | ||
| Q3 24 | $28.3M | — | ||
| Q2 24 | $29.7M | — | ||
| Q1 24 | $29.6M | — |
总债务ASPSSE
| Q4 25 | $191.1M | — | ||
| Q3 25 | $192.5M | — | ||
| Q2 25 | $193.9M | — | ||
| Q1 25 | $195.0M | — | ||
| Q4 24 | $230.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ASPSSE
| Q4 25 | $-110.2M | $12.6B | ||
| Q3 25 | $-104.2M | — | ||
| Q2 25 | $-102.7M | — | ||
| Q1 25 | $-119.8M | — | ||
| Q4 24 | $-157.4M | $8.4B | ||
| Q3 24 | $-149.4M | — | ||
| Q2 24 | $-140.8M | — | ||
| Q1 24 | $-133.3M | — |
总资产ASPSSE
| Q4 25 | $139.8M | $29.4B | ||
| Q3 25 | $139.9M | — | ||
| Q2 25 | $142.9M | — | ||
| Q1 25 | $145.7M | — | ||
| Q4 24 | $143.6M | $22.6B | ||
| Q3 24 | $144.5M | — | ||
| Q2 24 | $146.6M | — | ||
| Q1 24 | $148.9M | — |
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 | $-505.0K | $5.0B |
| 自由现金流经营现金流 - 资本支出 | $-525.0K | — |
| 自由现金流率自由现金流/营收 | -1.2% | — |
| 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 | — | 3.12× |
| 过去12个月自由现金流最近4个季度 | $-5.1M | — |
8季度趋势，按日历期对齐
经营现金流ASPSSE
| Q4 25 | $-505.0K | $5.0B | ||
| Q3 25 | $718.0K | $3.5B | ||
| Q2 25 | $-306.0K | $2.4B | ||
| Q1 25 | $-5.0M | $756.9M | ||
| Q4 24 | $-1.4M | — | ||
| Q3 24 | $-1.6M | — | ||
| Q2 24 | $180.0K | — | ||
| Q1 24 | $-2.2M | $468.5M |
自由现金流ASPSSE
| Q4 25 | $-525.0K | — | ||
| Q3 25 | $697.0K | — | ||
| Q2 25 | $-309.0K | — | ||
| Q1 25 | $-5.0M | — | ||
| Q4 24 | $-1.4M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率ASPSSE
| Q4 25 | -1.2% | — | ||
| Q3 25 | 1.7% | — | ||
| Q2 25 | -0.7% | — | ||
| Q1 25 | -11.5% | — | ||
| Q4 24 | -3.4% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度ASPSSE
| Q4 25 | 0.0% | — | ||
| Q3 25 | 0.1% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 0.0% | — |
现金转化率ASPSSE
| Q4 25 | — | 3.12× | ||
| Q3 25 | — | 9.46× | ||
| Q2 25 | -0.02× | 5.73× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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
ASPS
| Services | $39.9M | 94% |
| Revenue Relatedto Technology Platformsand Professional Services | $2.4M | 6% |
SE
暂无分部数据
