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Bark, Inc.（BARK）与京东（JD）财务数据对比。点击上方公司名可切换其他公司
京东的季度营收约是Bark, Inc.的547.6倍（$53.9B vs $98.4M）。京东净利率更高（-0.1% vs -8.8%，领先8.6%）。京东同比增速更快（12.2% vs -22.1%）。京东自由现金流更多（$2.7B vs $1.6M）。过去两年京东的营收复合增速更高（26.8% vs -10.0%）
飞狗制片公司（Flying Bark Productions）是一家澳大利亚娱乐动画工作室，现为比利时制片公司Studio 100的旗下子公司。该工作室是提供全流程服务的制片机构，业务覆盖院线电影、电视内容及各类数字内容制作。工作室最初由约拉姆·格罗斯与桑德拉·格罗斯于1967年创立，原名约拉姆·格罗斯电影工作室，1996年被澳大利亚威秀集团收购股份，后股份转售给德国传媒集团。
京东是总部位于北京的中国知名电商企业，前身为360buy。2024年营收超1588亿美元，是中国收入规模最大的零售商，位列《财富》世界500强第47位。作为国内两大头部B2C线上零售商之一，与阿里巴巴旗下天猫直接竞争，业务覆盖零售、科技、物流、医疗健康、工业、地产管理等多个领域。
BARK vs JD — 直观对比
营收规模更大
JD
是对方的547.6倍
$98.4M
营收增速更快
JD
高出34.4%
-22.1%
净利率更高
JD
高出8.6%
-8.8%
自由现金流更多
JD
多$2.7B
$1.6M
两年增速更快
JD
近两年复合增速
-10.0%
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $98.4M | $53.9B |
| 净利润 | $-8.6M | $-78.0M |
| 毛利率 | 62.5% | 14.6% |
| 营业利润率 | -9.1% | -1.5% |
| 净利率 | -8.8% | -0.1% |
| 营收同比 | -22.1% | 12.2% |
| 净利润同比 | 24.9% | -105.0% |
| 每股收益（稀释后） | $-0.05 | $-0.15 |
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BARKJD
| Q4 25 | $98.4M | $53.9B | ||
| Q3 25 | $107.0M | $42.0B | ||
| Q2 25 | $102.9M | $49.8B | ||
| Q1 25 | $115.4M | $41.5B | ||
| Q4 24 | $126.4M | $48.0B | ||
| Q3 24 | $126.1M | $37.1B | ||
| Q2 24 | $116.2M | $40.1B | ||
| Q1 24 | $121.5M | $33.5B |
净利润BARKJD
| Q4 25 | $-8.6M | $-78.0M | ||
| Q3 25 | $-10.7M | $896.0M | ||
| Q2 25 | $-7.0M | $937.0M | ||
| Q1 25 | $-6.1M | $1.6B | ||
| Q4 24 | $-11.5M | $1.6B | ||
| Q3 24 | $-5.3M | $1.8B | ||
| Q2 24 | $-10.0M | $1.9B | ||
| Q1 24 | $-4.9M | $855.5M |
毛利率BARKJD
| Q4 25 | 62.5% | 14.6% | ||
| Q3 25 | 57.9% | 16.9% | ||
| Q2 25 | 62.3% | 15.9% | ||
| Q1 25 | 63.6% | 15.9% | ||
| Q4 24 | 62.7% | 15.2% | ||
| Q3 24 | 60.4% | 17.3% | ||
| Q2 24 | 63.0% | 15.8% | ||
| Q1 24 | 62.8% | 14.8% |
营业利润率BARKJD
| Q4 25 | -9.1% | -1.5% | ||
| Q3 25 | -10.0% | -0.4% | ||
| Q2 25 | -8.1% | -0.2% | ||
| Q1 25 | -5.7% | 3.5% | ||
| Q4 24 | -9.7% | 2.6% | ||
| Q3 24 | -4.5% | 4.6% | ||
| Q2 24 | -9.1% | 3.6% | ||
| Q1 24 | -5.3% | 2.6% |
净利率BARKJD
| Q4 25 | -8.8% | -0.1% | ||
| Q3 25 | -10.0% | 2.1% | ||
| Q2 25 | -6.8% | 1.9% | ||
| Q1 25 | -5.3% | 3.7% | ||
| Q4 24 | -9.1% | 3.3% | ||
| Q3 24 | -4.2% | 4.9% | ||
| Q2 24 | -8.6% | 4.7% | ||
| Q1 24 | -4.0% | 2.6% |
每股收益（稀释后）BARKJD
| Q4 25 | $-0.05 | $-0.15 | ||
| Q3 25 | $-0.06 | $0.24 | ||
| Q2 25 | $-0.04 | $0.29 | ||
| Q1 25 | $-0.03 | $0.50 | ||
| Q4 24 | $-0.07 | $0.44 | ||
| Q3 24 | $-0.03 | $0.55 | ||
| Q2 24 | $-0.06 | $0.56 | ||
| Q1 24 | $-0.02 | — |
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 | $21.7M | $30.5B |
| 总债务越低越好 | $0 | $41.7B |
| 股东权益账面价值 | $81.2M | $32.2B |
| 总资产 | $188.7M | $99.4B |
| 负债/权益比越低杠杆越低 | 0.00× | 1.30× |
8季度趋势，按日历期对齐
现金及短期投资BARKJD
| Q4 25 | $21.7M | $30.5B | ||
| Q3 25 | $63.4M | $27.9B | ||
| Q2 25 | $84.7M | $29.9B | ||
| Q1 25 | $94.0M | $26.8B | ||
| Q4 24 | $115.3M | $32.1B | ||
| Q3 24 | $115.2M | $27.2B | ||
| Q2 24 | $117.8M | $27.8B | ||
| Q1 24 | $125.5M | $3.3B |
总债务BARKJD
| Q4 25 | $0 | $41.7B | ||
| Q3 25 | — | $8.4B | ||
| Q2 25 | — | $7.9B | ||
| Q1 25 | $42.6M | $7.8B | ||
| Q4 24 | $42.5M | $31.7B | ||
| Q3 24 | $40.1M | $7.7B | ||
| Q2 24 | $40.0M | $7.8B | ||
| Q1 24 | $39.9M | $2.1B |
股东权益BARKJD
| Q4 25 | $81.2M | $32.2B | ||
| Q3 25 | $86.5M | $42.8B | ||
| Q2 25 | $94.0M | $41.5B | ||
| Q1 25 | $99.5M | $42.5B | ||
| Q4 24 | $113.0M | $32.8B | ||
| Q3 24 | $123.6M | $42.2B | ||
| Q2 24 | $128.1M | $39.5B | ||
| Q1 24 | $139.4M | $5.5B |
总资产BARKJD
| Q4 25 | $188.7M | $99.4B | ||
| Q3 25 | $248.0M | $100.2B | ||
| Q2 25 | $260.0M | $98.7B | ||
| Q1 25 | $260.6M | $93.4B | ||
| Q4 24 | $292.2M | $95.7B | ||
| Q3 24 | $301.6M | $91.7B | ||
| Q2 24 | $287.7M | $89.7B | ||
| Q1 24 | $298.6M | $11.5B |
负债/权益比BARKJD
| Q4 25 | 0.00× | 1.30× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | 0.43× | 0.18× | ||
| Q4 24 | 0.38× | 0.97× | ||
| Q3 24 | 0.32× | 0.18× | ||
| Q2 24 | 0.31× | 0.20× | ||
| Q1 24 | 0.29× | 0.37× |
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 | $1.7M | $3.0B |
| 自由现金流经营现金流 - 资本支出 | $1.6M | $2.7B |
| 自由现金流率自由现金流/营收 | 1.6% | 5.0% |
| 资本支出强度资本支出/营收 | 0.1% | 0.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-36.5M | $2.2B |
8季度趋势，按日历期对齐
经营现金流BARKJD
| Q4 25 | $1.7M | $3.0B | ||
| Q3 25 | $-18.1M | $-1.1B | ||
| Q2 25 | $-5.4M | $3.4B | ||
| Q1 25 | $-10.3M | $-2.5B | ||
| Q4 24 | $-1.4M | $3.4B | ||
| Q3 24 | $2.8M | $-886.0M | ||
| Q2 24 | $1.8M | $7.0B | ||
| Q1 24 | $-1.0M | — |
自由现金流BARKJD
| Q4 25 | $1.6M | $2.7B | ||
| Q3 25 | $-19.9M | $-1.1B | ||
| Q2 25 | $-6.1M | $3.3B | ||
| Q1 25 | $-12.0M | $-2.6B | ||
| Q4 24 | $-2.0M | $3.3B | ||
| Q3 24 | $966.0K | $-1.4B | ||
| Q2 24 | $-251.0K | $6.8B | ||
| Q1 24 | $-3.2M | — |
自由现金流率BARKJD
| Q4 25 | 1.6% | 5.0% | ||
| Q3 25 | -18.6% | -2.7% | ||
| Q2 25 | -6.0% | 6.5% | ||
| Q1 25 | -10.4% | -6.4% | ||
| Q4 24 | -1.6% | 6.9% | ||
| Q3 24 | 0.8% | -3.7% | ||
| Q2 24 | -0.2% | 16.9% | ||
| Q1 24 | -2.6% | — |
资本支出强度BARKJD
| Q4 25 | 0.1% | 0.5% | ||
| Q3 25 | 1.7% | 0.0% | ||
| Q2 25 | 0.7% | 0.3% | ||
| Q1 25 | 1.5% | 0.3% | ||
| Q4 24 | 0.5% | 0.2% | ||
| Q3 24 | 1.4% | 1.3% | ||
| Q2 24 | 1.8% | 0.5% | ||
| Q1 24 | 1.8% | — |
现金转化率BARKJD
| Q4 25 | — | — | ||
| Q3 25 | — | -1.26× | ||
| Q2 25 | — | 3.64× | ||
| Q1 25 | — | -1.62× | ||
| Q4 24 | — | 2.18× | ||
| Q3 24 | — | -0.48× | ||
| Q2 24 | — | 3.73× | ||
| 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
BARK
| Toys Accessories | $46.0M | 47% |
| Consumables | $30.2M | 31% |
| Commerce Segment | $18.9M | 19% |
| Other | $3.4M | 3% |
JD
| JD Retail | $43.2B | 80% |
| JD Logistics | $9.1B | 17% |
| New Businesses | $2.0B | 4% |
