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亚朵集团(ATAT)与Autohome Inc.(ATHM)财务数据对比。点击上方公司名可切换其他公司
亚朵集团的季度营收约是Autohome Inc.的3.2倍($789.6M vs $249.8M),Autohome Inc.净利率更高(23.8% vs 17.6%,领先6.2%)
亚朵生活控股是中国领先的文旅生活服务企业,主营中高端连锁酒店运营业务,面向商旅及休闲出行人群提供高品质住宿服务,同时配套布局生活文创零售、场景体验等多元业务,覆盖国内核心城市及部分海外市场。
Autohome Inc. 是曾经的高速有线互联网服务提供商,运营于1996年至2002年。由米洛·梅丁与电信通讯公司(TCI)、康卡斯特、考克斯通信,以及首任CEO威廉·伦道夫·赫斯特三世共同创立,是通过双向有线电视基础设施提供高速上网服务的合资企业,巅峰时期为美国、加拿大、日本、澳大利亚等地的410万用户提供服务。
ATAT vs ATHM — 直观对比
营收规模更大
ATAT
是对方的3.2倍
$249.8M
净利率更高
ATHM
高出6.2%
17.6%
损益表 — Q3 FY2025 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $789.6M | $249.8M |
| 净利润 | $139.1M | $59.4M |
| 毛利率 | — | 63.7% |
| 营业利润率 | 22.5% | 8.3% |
| 净利率 | 17.6% | 23.8% |
| 营收同比 | 252.5% | — |
| 净利润同比 | 322.2% | — |
| 每股收益(稀释后) | $0.33 | — |
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
ATAT
ATHM
| Q3 25 | $789.6M | $249.8M | ||
| Q2 25 | — | $245.4M | ||
| Q1 25 | — | $244.3M | ||
| Q3 24 | $224.0M | $252.9M | ||
| Q2 24 | — | $257.7M | ||
| Q1 24 | $203.4M | $222.9M | ||
| Q3 23 | — | $261.2M | ||
| Q2 23 | — | $252.8M |
净利润
ATAT
ATHM
| Q3 25 | $139.1M | $59.4M | ||
| Q2 25 | — | $56.0M | ||
| Q1 25 | — | — | ||
| Q3 24 | $33.0M | $61.0M | ||
| Q2 24 | — | $69.3M | ||
| Q1 24 | $35.6M | $52.4M | ||
| Q3 23 | — | $78.7M | ||
| Q2 23 | — | $69.9M |
毛利率
ATAT
ATHM
| Q3 25 | — | 63.7% | ||
| Q2 25 | — | 71.4% | ||
| Q1 25 | — | — | ||
| Q3 24 | — | 77.0% | ||
| Q2 24 | — | 81.5% | ||
| Q1 24 | — | 81.3% | ||
| Q3 23 | — | 80.4% | ||
| Q2 23 | — | 82.0% |
营业利润率
ATAT
ATHM
| Q3 25 | 22.5% | 8.3% | ||
| Q2 25 | — | 16.9% | ||
| Q1 25 | — | 13.0% | ||
| Q3 24 | 14.7% | 4.7% | ||
| Q2 24 | — | 22.0% | ||
| Q1 24 | 22.1% | 17.2% | ||
| Q3 23 | — | 8.7% | ||
| Q2 23 | — | 18.6% |
净利率
ATAT
ATHM
| Q3 25 | 17.6% | 23.8% | ||
| Q2 25 | — | 22.8% | ||
| Q1 25 | — | — | ||
| Q3 24 | 14.7% | 24.1% | ||
| Q2 24 | — | 26.9% | ||
| Q1 24 | 17.5% | 23.5% | ||
| Q3 23 | — | 30.1% | ||
| Q2 23 | — | 27.7% |
每股收益(稀释后)
ATAT
ATHM
| Q3 25 | $0.33 | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | $0.08 | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $0.09 | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
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 | $669.2M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $405.0M | — |
| 总资产 | $1.1B | — |
| 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
ATAT
ATHM
| Q3 25 | $669.2M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | $506.0M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $520.7M | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
总债务
ATAT
ATHM
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $277.0K | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
股东权益
ATAT
ATHM
| Q3 25 | $405.0M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | $291.3M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $323.5M | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
总资产
ATAT
ATHM
| Q3 25 | $1.1B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | $927.8M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $936.3M | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
负债/权益比
ATAT
ATHM
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.00× | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
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 | $216.6M | — |
| 自由现金流经营现金流 - 资本支出 | $210.7M | — |
| 自由现金流率自由现金流/营收 | 26.7% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 现金转化率经营现金流/净利润 | 1.56× | — |
| 过去12个月自由现金流最近4个季度 | $359.6M | — |
8季度趋势,按日历期对齐
经营现金流
ATAT
ATHM
| Q3 25 | $216.6M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | $84.8M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $19.8M | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
自由现金流
ATAT
ATHM
| Q3 25 | $210.7M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | $83.3M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $18.1M | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
自由现金流率
ATAT
ATHM
| Q3 25 | 26.7% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | 37.2% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 8.9% | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
资本支出强度
ATAT
ATHM
| Q3 25 | 0.8% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.9% | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
现金转化率
ATAT
ATHM
| Q3 25 | 1.56× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | 2.57× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.56× | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
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
ATAT
暂无分部数据
ATHM
| Online marketplace and others | $114.7M | 46% |
| Leads generation services | $93.2M | 37% |
| Media services | $41.9M | 17% |