vs
贝壳控股（BEKE）与MakeMyTrip Ltd（MMYT）财务数据对比。点击上方公司名可切换其他公司
贝壳控股的季度营收约是MakeMyTrip Ltd的36.6倍（$3.2B vs $88.6M）
贝壳控股是中国领先的线上线下一体化居住服务平台，旗下运营贝壳找房等品牌，业务覆盖二手房交易经纪、新房代理销售、房屋租赁、家装改造及居住相关金融咨询服务，可满足消费者全周期居住需求。
MakeMyTrip是印度知名在线旅游企业，总部位于古尔冈，成立于2000年。旗下运营在线旅游预订平台，提供机票、酒店预订、度假套餐、火车票、巴士票等全方位旅行服务，除印度本土外，还在纽约、新加坡、吉隆坡、普吉岛、曼谷、迪拜、伊斯坦布尔等多地设有办事处。
BEKE vs MMYT — 直观对比
营收规模更大
BEKE
是对方的36.6倍
$88.6M
损益表 — Q3 FY2025 vs Q4 FY2022
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $88.6M |
| 净利润 | $104.9M | — |
| 毛利率 | 21.4% | — |
| 营业利润率 | 2.6% | 3.8% |
| 净利率 | 3.2% | — |
| 营收同比 | — | 11.8% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | — | — |
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BEKEMMYT
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.6B | — | ||
| Q1 25 | $3.2B | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.2B | — | ||
| Q1 24 | $2.3B | — | ||
| Q3 23 | $2.4B | — | ||
| Q2 23 | $2.7B | — |
净利润BEKEMMYT
| Q4 25 | $104.9M | — | ||
| Q3 25 | $182.4M | — | ||
| Q1 25 | $117.9M | — | ||
| Q3 24 | $166.5M | — | ||
| Q2 24 | $261.5M | — | ||
| Q1 24 | $59.8M | — | ||
| Q3 23 | $160.4M | — | ||
| Q2 23 | $179.2M | — |
毛利率BEKEMMYT
| Q4 25 | 21.4% | — | ||
| Q3 25 | 21.9% | — | ||
| Q1 25 | 20.7% | — | ||
| Q3 24 | 22.7% | — | ||
| Q2 24 | 27.9% | — | ||
| Q1 24 | 25.2% | — | ||
| Q3 23 | 27.4% | — | ||
| Q2 23 | 27.4% | — |
营业利润率BEKEMMYT
| Q4 25 | 2.6% | — | ||
| Q3 25 | 4.1% | — | ||
| Q1 25 | 2.5% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 8.6% | — | ||
| Q1 24 | 0.1% | — | ||
| Q3 23 | 5.1% | — | ||
| Q2 23 | 5.5% | — |
净利率BEKEMMYT
| Q4 25 | 3.2% | — | ||
| Q3 25 | 5.0% | — | ||
| Q1 25 | 3.7% | — | ||
| Q3 24 | 5.2% | — | ||
| Q2 24 | 8.1% | — | ||
| Q1 24 | 2.6% | — | ||
| Q3 23 | 6.6% | — | ||
| Q2 23 | 6.7% | — |
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 | $1.3B | $213.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $896.5M |
| 总资产 | $16.8B | $1.3B |
| 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BEKEMMYT
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.6B | — | ||
| Q1 25 | $1.8B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $2.5B | — | ||
| Q3 23 | $2.2B | — | ||
| Q2 23 | $4.4B | — |
股东权益BEKEMMYT
| Q4 25 | — | — | ||
| Q3 25 | $9.6B | — | ||
| Q1 25 | $9.5B | — | ||
| Q3 24 | $10.1B | — | ||
| Q2 24 | $9.7B | — | ||
| Q1 24 | $9.6B | — | ||
| Q3 23 | $9.9B | — | ||
| Q2 23 | $10.0B | — |
总资产BEKEMMYT
| Q4 25 | $16.8B | — | ||
| Q3 25 | $17.3B | — | ||
| Q1 25 | $18.0B | — | ||
| Q3 24 | $17.5B | — | ||
| Q2 24 | $16.9B | — | ||
| Q1 24 | $16.5B | — | ||
| Q3 23 | $16.2B | — | ||
| Q2 23 | $16.2B | — |
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
BEKE
| New home transaction services | $932.6M | 29% |
| Existing home transaction services | $841.5M | 26% |
| Home rental services | $804.4M | 25% |
| Home renovation and furnishing | $604.0M | 19% |
| Emerging and other services | $55.6M | 2% |
MMYT
暂无分部数据
