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Autohome Inc.(ATHM)与CarGurus, Inc.(CARG)财务数据对比。点击上方公司名可切换其他公司
Autohome Inc.的季度营收约是CarGurus, Inc.的1.2倍($249.8M vs $209.1M)。CarGurus, Inc.净利率更高(23.8% vs 23.8%,领先0.0%)。过去两年Autohome Inc.的营收复合增速更高(-0.6% vs -1.6%)
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。
CarGurus是一家汽车研究与选购平台,在美国、英国和加拿大开展业务,为消费者和汽车经销商提供新二手车本地车源对比服务,同时支持用户与卖家直接联系,帮助购车群体高效适配心仪车辆,也为经销商搭建了精准的客户对接渠道。
ATHM vs CARG — 直观对比
营收规模更大
ATHM
是对方的1.2倍
$209.1M
净利率更高
CARG
高出0.0%
23.8%
两年增速更快
ATHM
近两年复合增速
-1.6%
损益表 — Q3 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $249.8M | $209.1M |
| 净利润 | $59.4M | $49.8M |
| 毛利率 | 63.7% | — |
| 营业利润率 | 8.3% | 57.0% |
| 净利率 | 23.8% | 23.8% |
| 营收同比 | — | -8.5% |
| 净利润同比 | — | 8.5% |
| 每股收益(稀释后) | — | $0.51 |
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
ATHM
CARG
| Q4 25 | — | $209.1M | ||
| Q3 25 | $249.8M | $238.7M | ||
| Q2 25 | $245.4M | $234.0M | ||
| Q1 25 | $244.3M | $225.2M | ||
| Q4 24 | — | $228.5M | ||
| Q3 24 | $252.9M | $231.4M | ||
| Q2 24 | $257.7M | $218.7M | ||
| Q1 24 | $222.9M | $215.8M |
净利润
ATHM
CARG
| Q4 25 | — | $49.8M | ||
| Q3 25 | $59.4M | $44.7M | ||
| Q2 25 | $56.0M | $22.3M | ||
| Q1 25 | — | $39.0M | ||
| Q4 24 | — | $45.9M | ||
| Q3 24 | $61.0M | $22.5M | ||
| Q2 24 | $69.3M | $-68.7M | ||
| Q1 24 | $52.4M | $21.3M |
毛利率
ATHM
CARG
| Q4 25 | — | — | ||
| Q3 25 | 63.7% | 89.5% | ||
| Q2 25 | 71.4% | 87.3% | ||
| Q1 25 | — | 88.7% | ||
| Q4 24 | — | 87.1% | ||
| Q3 24 | 77.0% | 78.9% | ||
| Q2 24 | 81.5% | 83.4% | ||
| Q1 24 | 81.3% | 81.1% |
营业利润率
ATHM
CARG
| Q4 25 | — | 57.0% | ||
| Q3 25 | 8.3% | 22.9% | ||
| Q2 25 | 16.9% | 10.6% | ||
| Q1 25 | 13.0% | 20.3% | ||
| Q4 24 | — | 23.3% | ||
| Q3 24 | 4.7% | 11.9% | ||
| Q2 24 | 22.0% | -42.8% | ||
| Q1 24 | 17.2% | 12.2% |
净利率
ATHM
CARG
| Q4 25 | — | 23.8% | ||
| Q3 25 | 23.8% | 18.7% | ||
| Q2 25 | 22.8% | 9.5% | ||
| Q1 25 | — | 17.3% | ||
| Q4 24 | — | 20.1% | ||
| Q3 24 | 24.1% | 9.7% | ||
| Q2 24 | 26.9% | -31.4% | ||
| Q1 24 | 23.5% | 9.9% |
每股收益(稀释后)
ATHM
CARG
| Q4 25 | — | $0.51 | ||
| Q3 25 | — | $0.45 | ||
| Q2 25 | — | $0.22 | ||
| Q1 25 | — | $0.37 | ||
| Q4 24 | — | $0.45 | ||
| Q3 24 | — | $0.21 | ||
| Q2 24 | — | $-0.66 | ||
| Q1 24 | — | $0.20 |
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 | — | $190.5M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | — | $374.2M |
| 总资产 | — | $661.9M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
ATHM
CARG
| Q4 25 | — | $190.5M | ||
| Q3 25 | — | $178.8M | ||
| Q2 25 | — | $231.2M | ||
| Q1 25 | — | $172.9M | ||
| Q4 24 | — | $304.2M | ||
| Q3 24 | — | $246.7M | ||
| Q2 24 | — | $216.2M | ||
| Q1 24 | — | $246.3M |
总债务
ATHM
CARG
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益
ATHM
CARG
| Q4 25 | — | $374.2M | ||
| Q3 25 | — | $375.4M | ||
| Q2 25 | — | $435.5M | ||
| Q1 25 | — | $402.1M | ||
| Q4 24 | — | $541.7M | ||
| Q3 24 | — | $483.5M | ||
| Q2 24 | — | $452.1M | ||
| Q1 24 | — | $568.4M |
总资产
ATHM
CARG
| Q4 25 | — | $661.9M | ||
| Q3 25 | — | $660.5M | ||
| Q2 25 | — | $726.1M | ||
| Q1 25 | — | $689.1M | ||
| Q4 24 | — | $824.5M | ||
| Q3 24 | — | $778.2M | ||
| Q2 24 | — | $753.3M | ||
| Q1 24 | — | $870.8M |
负债/权益比
ATHM
CARG
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| 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 | — | $83.1M |
| 自由现金流经营现金流 - 资本支出 | — | $81.9M |
| 自由现金流率自由现金流/营收 | — | 39.2% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | 1.67× |
| 过去12个月自由现金流最近4个季度 | — | $288.9M |
8季度趋势,按日历期对齐
经营现金流
ATHM
CARG
| Q4 25 | — | $83.1M | ||
| Q3 25 | — | $71.2M | ||
| Q2 25 | — | $73.1M | ||
| Q1 25 | — | $67.9M | ||
| Q4 24 | — | $75.7M | ||
| Q3 24 | — | $56.2M | ||
| Q2 24 | — | $71.6M | ||
| Q1 24 | — | $52.0M |
自由现金流
ATHM
CARG
| Q4 25 | — | $81.9M | ||
| Q3 25 | — | $69.8M | ||
| Q2 25 | — | $71.5M | ||
| Q1 25 | — | $65.6M | ||
| Q4 24 | — | $65.5M | ||
| Q3 24 | — | $45.9M | ||
| Q2 24 | — | $45.6M | ||
| Q1 24 | — | $23.3M |
自由现金流率
ATHM
CARG
| Q4 25 | — | 39.2% | ||
| Q3 25 | — | 29.2% | ||
| Q2 25 | — | 30.6% | ||
| Q1 25 | — | 29.2% | ||
| Q4 24 | — | 28.7% | ||
| Q3 24 | — | 19.8% | ||
| Q2 24 | — | 20.9% | ||
| Q1 24 | — | 10.8% |
资本支出强度
ATHM
CARG
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 4.5% | ||
| Q3 24 | — | 4.4% | ||
| Q2 24 | — | 11.9% | ||
| Q1 24 | — | 13.3% |
现金转化率
ATHM
CARG
| Q4 25 | — | 1.67× | ||
| Q3 25 | — | 1.59× | ||
| Q2 25 | — | 3.27× | ||
| Q1 25 | — | 1.74× | ||
| Q4 24 | — | 1.65× | ||
| Q3 24 | — | 2.50× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 2.44× |
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
ATHM
| Online marketplace and others | $114.7M | 46% |
| Leads generation services | $93.2M | 37% |
| Media services | $41.9M | 17% |
CARG
| US | $187.0M | 89% |
| Non Us | $22.1M | 11% |