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亚朵集团(ATAT)与GoDaddy(GDDY)财务数据对比。点击上方公司名可切换其他公司
GoDaddy的季度营收约是亚朵集团的1.6倍($1.3B vs $789.6M),GoDaddy净利率更高(19.2% vs 17.6%,领先1.6%),亚朵集团同比增速更快(252.5% vs 6.8%),GoDaddy自由现金流更多($363.7M vs $210.7M)
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。
GoDaddy是美国上市的互联网域名注册管理、域名服务及网络托管服务商,总部位于亚利桑那州坦佩。2023年按市场份额计为全球第五大网络主机服务商,管理超6200万个注册域名,旗下2000万用户中绝大多数为中小微企业,是全球领先的互联网基础服务供应商。
ATAT vs GDDY — 直观对比
营收规模更大
GDDY
是对方的1.6倍
$789.6M
营收增速更快
ATAT
高出245.7%
6.8%
净利率更高
GDDY
高出1.6%
17.6%
自由现金流更多
GDDY
多$153.0M
$210.7M
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $789.6M | $1.3B |
| 净利润 | $139.1M | $245.1M |
| 毛利率 | — | — |
| 营业利润率 | 22.5% | 24.9% |
| 净利率 | 17.6% | 19.2% |
| 营收同比 | 252.5% | 6.8% |
| 净利润同比 | 322.2% | 23.4% |
| 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
GDDY
| Q4 25 | — | $1.3B | ||
| Q3 25 | $789.6M | $1.3B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $224.0M | $1.1B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | $203.4M | $1.1B |
净利润
ATAT
GDDY
| Q4 25 | — | $245.1M | ||
| Q3 25 | $139.1M | $210.5M | ||
| Q2 25 | — | $199.9M | ||
| Q1 25 | — | $219.5M | ||
| Q4 24 | — | $198.6M | ||
| Q3 24 | $33.0M | $190.5M | ||
| Q2 24 | — | $146.3M | ||
| Q1 24 | $35.6M | $401.5M |
营业利润率
ATAT
GDDY
| Q4 25 | — | 24.9% | ||
| Q3 25 | 22.5% | 23.4% | ||
| Q2 25 | — | 21.9% | ||
| Q1 25 | — | 20.7% | ||
| Q4 24 | — | 21.4% | ||
| Q3 24 | 14.7% | 22.1% | ||
| Q2 24 | — | 18.5% | ||
| Q1 24 | 22.1% | 15.9% |
净利率
ATAT
GDDY
| Q4 25 | — | 19.2% | ||
| Q3 25 | 17.6% | 16.6% | ||
| Q2 25 | — | 16.4% | ||
| Q1 25 | — | 18.4% | ||
| Q4 24 | — | 16.7% | ||
| Q3 24 | 14.7% | 16.6% | ||
| Q2 24 | — | 13.0% | ||
| Q1 24 | 17.5% | 36.2% |
每股收益(稀释后)
ATAT
GDDY
| Q4 25 | — | — | ||
| Q3 25 | $0.33 | $1.51 | ||
| Q2 25 | — | $1.41 | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $0.08 | $1.32 | ||
| Q2 24 | — | $1.01 | ||
| Q1 24 | $0.09 | — |
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 | $215.1M |
| 总资产 | $1.1B | $8.0B |
| 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
GDDY
| Q4 25 | — | — | ||
| Q3 25 | $669.2M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $506.0M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $520.7M | — |
总债务
ATAT
GDDY
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $277.0K | — |
股东权益
ATAT
GDDY
| Q4 25 | — | $215.1M | ||
| Q3 25 | $405.0M | $91.8M | ||
| Q2 25 | — | $404.4M | ||
| Q1 25 | — | $199.7M | ||
| Q4 24 | — | $692.1M | ||
| Q3 24 | $291.3M | $356.7M | ||
| Q2 24 | — | $157.0M | ||
| Q1 24 | $323.5M | $414.8M |
总资产
ATAT
GDDY
| Q4 25 | — | $8.0B | ||
| Q3 25 | $1.1B | $8.0B | ||
| Q2 25 | — | $8.3B | ||
| Q1 25 | — | $7.8B | ||
| Q4 24 | — | $8.2B | ||
| Q3 24 | $927.8M | $8.0B | ||
| Q2 24 | — | $7.7B | ||
| Q1 24 | $936.3M | $8.0B |
负债/权益比
ATAT
GDDY
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.00× | — |
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 | $370.6M |
| 自由现金流经营现金流 - 资本支出 | $210.7M | $363.7M |
| 自由现金流率自由现金流/营收 | 26.7% | 28.6% |
| 资本支出强度资本支出/营收 | 0.8% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.56× | 1.51× |
| 过去12个月自由现金流最近4个季度 | $359.6M | $1.6B |
8季度趋势,按日历期对齐
经营现金流
ATAT
GDDY
| Q4 25 | — | $370.6M | ||
| Q3 25 | $216.6M | $444.2M | ||
| Q2 25 | — | $379.9M | ||
| Q1 25 | — | $404.7M | ||
| Q4 24 | — | $340.5M | ||
| Q3 24 | $84.8M | $355.2M | ||
| Q2 24 | — | $294.8M | ||
| Q1 24 | $19.8M | $297.2M |
自由现金流
ATAT
GDDY
| Q4 25 | — | $363.7M | ||
| Q3 25 | $210.7M | $434.9M | ||
| Q2 25 | — | $375.8M | ||
| Q1 25 | — | $401.1M | ||
| Q4 24 | — | $326.1M | ||
| Q3 24 | $83.3M | $350.2M | ||
| Q2 24 | — | $292.0M | ||
| Q1 24 | $18.1M | $292.8M |
自由现金流率
ATAT
GDDY
| Q4 25 | — | 28.6% | ||
| Q3 25 | 26.7% | 34.4% | ||
| Q2 25 | — | 30.9% | ||
| Q1 25 | — | 33.6% | ||
| Q4 24 | — | 27.3% | ||
| Q3 24 | 37.2% | 30.5% | ||
| Q2 24 | — | 26.0% | ||
| Q1 24 | 8.9% | 26.4% |
资本支出强度
ATAT
GDDY
| Q4 25 | — | 0.5% | ||
| Q3 25 | 0.8% | 0.7% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 1.2% | ||
| Q3 24 | 0.7% | 0.4% | ||
| Q2 24 | — | 0.2% | ||
| Q1 24 | 0.9% | 0.4% |
现金转化率
ATAT
GDDY
| Q4 25 | — | 1.51× | ||
| Q3 25 | 1.56× | 2.11× | ||
| Q2 25 | — | 1.90× | ||
| Q1 25 | — | 1.84× | ||
| Q4 24 | — | 1.71× | ||
| Q3 24 | 2.57× | 1.86× | ||
| Q2 24 | — | 2.02× | ||
| Q1 24 | 0.56× | 0.74× |
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
GDDY
| Domains | $586.5M | 46% |
| Applications And Commerce | $497.7M | 39% |
| Other | $189.7M | 15% |