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富兰克林邓普顿（BEN）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
富兰克林邓普顿的季度营收约是ROKU, INC的1.7倍（$2.3B vs $1.4B），富兰克林邓普顿净利率更高（11.0% vs 5.8%，领先5.2%），ROKU, INC同比增速更快（16.1% vs 3.4%），过去两年ROKU, INC的营收复合增速更高（25.8% vs 4.0%）
富兰克林资源（运营品牌为富兰克林邓普顿）是美国跨国投资管理控股集团，1947年创立于纽约，纽交所上市代码为BEN，命名源自创始人敬仰的本杰明·富兰克林，是全球知名的综合投资服务机构。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
BEN vs ROKU — 直观对比
营收规模更大
BEN
是对方的1.7倍
$1.4B
营收增速更快
ROKU
高出12.8%
3.4%
净利率更高
BEN
高出5.2%
5.8%
两年增速更快
ROKU
近两年复合增速
4.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $1.4B |
| 净利润 | $255.5M | $80.5M |
| 毛利率 | — | 43.5% |
| 营业利润率 | 12.1% | 4.7% |
| 净利率 | 11.0% | 5.8% |
| 营收同比 | 3.4% | 16.1% |
| 净利润同比 | 56.2% | 326.4% |
| 每股收益（稀释后） | $0.46 | $0.55 |
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BENROKU
| Q4 25 | $2.3B | $1.4B | ||
| Q3 25 | $2.3B | $1.2B | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $2.1B | $1.0B | ||
| Q4 24 | $2.3B | $1.2B | ||
| Q3 24 | $2.2B | $1.1B | ||
| Q2 24 | $2.1B | $968.2M | ||
| Q1 24 | $2.2B | $881.5M |
净利润BENROKU
| Q4 25 | $255.5M | $80.5M | ||
| Q3 25 | $117.6M | $24.8M | ||
| Q2 25 | $92.3M | $10.5M | ||
| Q1 25 | $151.4M | $-27.4M | ||
| Q4 24 | $163.6M | $-35.5M | ||
| Q3 24 | $-84.7M | $-9.0M | ||
| Q2 24 | $174.0M | $-34.0M | ||
| Q1 24 | $124.2M | $-50.9M |
毛利率BENROKU
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 43.6% | ||
| Q4 24 | — | 42.7% | ||
| Q3 24 | — | 45.2% | ||
| Q2 24 | — | 43.9% | ||
| Q1 24 | — | 44.1% |
营业利润率BENROKU
| Q4 25 | 12.1% | 4.7% | ||
| Q3 25 | 3.6% | 0.8% | ||
| Q2 25 | 7.5% | -2.1% | ||
| Q1 25 | 6.9% | -5.7% | ||
| Q4 24 | 9.7% | -3.3% | ||
| Q3 24 | -6.8% | -3.4% | ||
| Q2 24 | 10.5% | -7.4% | ||
| Q1 24 | 6.0% | -8.2% |
净利率BENROKU
| Q4 25 | 11.0% | 5.8% | ||
| Q3 25 | 5.0% | 2.0% | ||
| Q2 25 | 4.5% | 0.9% | ||
| Q1 25 | 7.2% | -2.7% | ||
| Q4 24 | 7.3% | -3.0% | ||
| Q3 24 | -3.8% | -0.9% | ||
| Q2 24 | 8.2% | -3.5% | ||
| Q1 24 | 5.8% | -5.8% |
每股收益（稀释后）BENROKU
| Q4 25 | $0.46 | $0.55 | ||
| Q3 25 | $0.21 | $0.16 | ||
| Q2 25 | $0.15 | $0.07 | ||
| Q1 25 | $0.26 | $-0.19 | ||
| Q4 24 | $0.29 | $-0.24 | ||
| Q3 24 | $-0.20 | $-0.06 | ||
| Q2 24 | $0.32 | $-0.24 | ||
| Q1 24 | $0.23 | $-0.35 |
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 | — | $2.3B |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $12.1B | $2.7B |
| 总资产 | $32.5B | $4.4B |
| 负债/权益比越低杠杆越低 | 0.19× | — |
8季度趋势，按日历期对齐
现金及短期投资BENROKU
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.1B |
总债务BENROKU
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.7B | — | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.8B | — | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $3.0B | — | ||
| Q1 24 | $3.0B | — |
股东权益BENROKU
| Q4 25 | $12.1B | $2.7B | ||
| Q3 25 | $12.1B | $2.6B | ||
| Q2 25 | $12.2B | $2.6B | ||
| Q1 25 | $12.3B | $2.5B | ||
| Q4 24 | $12.5B | $2.5B | ||
| Q3 24 | $12.5B | $2.5B | ||
| Q2 24 | $12.9B | $2.4B | ||
| Q1 24 | $12.9B | $2.4B |
总资产BENROKU
| Q4 25 | $32.5B | $4.4B | ||
| Q3 25 | $32.4B | $4.4B | ||
| Q2 25 | $32.6B | $4.3B | ||
| Q1 25 | $32.0B | $4.2B | ||
| Q4 24 | $32.4B | $4.3B | ||
| Q3 24 | $32.5B | $4.3B | ||
| Q2 24 | $33.3B | $4.1B | ||
| Q1 24 | $32.9B | $4.2B |
负债/权益比BENROKU
| Q4 25 | 0.19× | — | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.22× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 0.22× | — | ||
| Q3 24 | 0.22× | — | ||
| Q2 24 | 0.24× | — | ||
| Q1 24 | 0.24× | — |
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 | $-255.1M | $107.7M |
| 自由现金流经营现金流 - 资本支出 | — | $106.6M |
| 自由现金流率自由现金流/营收 | — | 7.6% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | -1.00× | 1.34× |
| 过去12个月自由现金流最近4个季度 | — | $478.4M |
8季度趋势，按日历期对齐
经营现金流BENROKU
| Q4 25 | $-255.1M | $107.7M | ||
| Q3 25 | $-20.7M | $127.6M | ||
| Q2 25 | $1.3B | $109.7M | ||
| Q1 25 | $-50.1M | $138.7M | ||
| Q4 24 | $-145.2M | $79.3M | ||
| Q3 24 | $558.2M | $68.7M | ||
| Q2 24 | $528.4M | $23.4M | ||
| Q1 24 | $136.6M | $46.7M |
自由现金流BENROKU
| Q4 25 | — | $106.6M | ||
| Q3 25 | $-51.9M | $126.5M | ||
| Q2 25 | $1.3B | $108.6M | ||
| Q1 25 | $-87.6M | $136.8M | ||
| Q4 24 | $-217.0M | $76.8M | ||
| Q3 24 | $488.4M | $67.6M | ||
| Q2 24 | $482.3M | $22.5M | ||
| Q1 24 | $94.9M | $46.0M |
自由现金流率BENROKU
| Q4 25 | — | 7.6% | ||
| Q3 25 | -2.2% | 10.4% | ||
| Q2 25 | 61.4% | 9.8% | ||
| Q1 25 | -4.1% | 13.4% | ||
| Q4 24 | -9.6% | 6.4% | ||
| Q3 24 | 22.1% | 6.4% | ||
| Q2 24 | 22.7% | 2.3% | ||
| Q1 24 | 4.4% | 5.2% |
资本支出强度BENROKU
| Q4 25 | — | 0.1% | ||
| Q3 25 | 1.3% | 0.1% | ||
| Q2 25 | 0.7% | 0.1% | ||
| Q1 25 | 1.8% | 0.2% | ||
| Q4 24 | 3.2% | 0.2% | ||
| Q3 24 | 3.2% | 0.1% | ||
| Q2 24 | 2.2% | 0.1% | ||
| Q1 24 | 1.9% | 0.1% |
现金转化率BENROKU
| Q4 25 | -1.00× | 1.34× | ||
| Q3 25 | -0.18× | 5.14× | ||
| Q2 25 | 13.89× | 10.45× | ||
| Q1 25 | -0.33× | — | ||
| Q4 24 | -0.89× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 3.04× | — | ||
| Q1 24 | 1.10× | — |
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
BEN
| Investment Advisory Management And Administrative Service | $1.8B | 79% |
| Sales And Distribution Fees | $388.7M | 17% |
| Shareholder Service | $70.9M | 3% |
| Service Other | $19.6M | 1% |
ROKU
| Services | $1.2B | 88% |
| Products | $170.9M | 12% |
