vs
纽约梅隆银行(BK)与罗宾汉(HOOD)财务数据对比。点击上方公司名可切换其他公司
纽约梅隆银行的季度营收约是罗宾汉的1.5倍($1.3B vs $927.0M),纽约梅隆银行净利率更高(108.5% vs 36.2%,领先72.3%),纽约梅隆银行同比增速更快(12.7% vs -27.7%),过去两年罗宾汉的营收复合增速更高(16.6% vs 13.8%)
纽约梅隆银行是总部位于美国纽约的全球性金融服务机构,2007年7月由纽约银行与梅隆金融公司合并组建而成,业务覆盖全球众多市场,为机构、企业及个人客户提供专业金融服务,在资产管理、证券服务等领域拥有领先的行业地位。
罗宾汉市场(Robinhood Markets, Inc.)是总部位于美国加利福尼亚州门洛帕克的金融服务企业,旗下电子交易平台支持股票、ETF、期权、期货、加密货币等品类交易,还提供加密货币钱包、财富管理、信用卡等金融服务,部分银行服务与FDIC投保银行合作推出,同时运营新闻网站Sherwood.News。
BK vs HOOD — 直观对比
营收规模更大
BK
是对方的1.5倍
$927.0M
营收增速更快
BK
高出40.5%
-27.7%
净利率更高
BK
高出72.3%
36.2%
两年增速更快
HOOD
近两年复合增速
13.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $927.0M |
| 净利润 | $1.5B | $336.0M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 108.5% | 36.2% |
| 营收同比 | 12.7% | -27.7% |
| 净利润同比 | 26.5% | -2.9% |
| 每股收益(稀释后) | $2.01 | $336.00 |
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
BK
HOOD
| Q1 26 | — | $927.0M | ||
| Q4 25 | $1.3B | $1.3B | ||
| Q3 25 | $1.2B | $1.3B | ||
| Q2 25 | $1.2B | $989.0M | ||
| Q1 25 | $1.2B | $927.0M | ||
| Q4 24 | $1.2B | $1.0B | ||
| Q3 24 | $1.0B | $637.0M | ||
| Q2 24 | $1.0B | $682.0M |
净利润
BK
HOOD
| Q1 26 | — | $336.0M | ||
| Q4 25 | $1.5B | $605.0M | ||
| Q3 25 | $1.4B | $556.0M | ||
| Q2 25 | $1.4B | $386.0M | ||
| Q1 25 | $1.2B | $336.0M | ||
| Q4 24 | $1.2B | $916.0M | ||
| Q3 24 | $1.2B | $150.0M | ||
| Q2 24 | $1.2B | $188.0M |
营业利润率
BK
HOOD
| Q1 26 | — | — | ||
| Q4 25 | — | 51.5% | ||
| Q3 25 | — | 49.8% | ||
| Q2 25 | — | 44.7% | ||
| Q1 25 | — | 40.0% | ||
| Q4 24 | — | 55.0% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 28.0% |
净利率
BK
HOOD
| Q1 26 | — | 36.2% | ||
| Q4 25 | 108.5% | 47.2% | ||
| Q3 25 | 116.9% | 43.6% | ||
| Q2 25 | 118.3% | 39.0% | ||
| Q1 25 | 105.3% | 36.2% | ||
| Q4 24 | 96.7% | 90.3% | ||
| Q3 24 | 112.8% | 23.5% | ||
| Q2 24 | 113.4% | 27.6% |
每股收益(稀释后)
BK
HOOD
| Q1 26 | — | $336.00 | ||
| Q4 25 | $2.01 | $0.65 | ||
| Q3 25 | $1.88 | $0.61 | ||
| Q2 25 | $1.93 | $0.42 | ||
| Q1 25 | $1.58 | $0.37 | ||
| Q4 24 | $1.53 | $1.00 | ||
| Q3 24 | $1.50 | $0.17 | ||
| Q2 24 | $1.52 | $0.21 |
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 | $5.1B | $4.3B |
| 总债务越低越好 | $31.9B | — |
| 股东权益账面价值 | $44.3B | $9.2B |
| 总资产 | $472.3B | $38.1B |
| 负债/权益比越低杠杆越低 | 0.72× | — |
8季度趋势,按日历期对齐
现金及短期投资
BK
HOOD
| Q1 26 | — | $4.3B | ||
| Q4 25 | $5.1B | $4.3B | ||
| Q3 25 | $5.1B | $4.3B | ||
| Q2 25 | $5.7B | $4.2B | ||
| Q1 25 | $5.4B | $4.4B | ||
| Q4 24 | $4.2B | $4.3B | ||
| Q3 24 | $6.2B | $4.6B | ||
| Q2 24 | $5.3B | $4.5B |
总债务
BK
HOOD
| Q1 26 | — | — | ||
| Q4 25 | $31.9B | — | ||
| Q3 25 | $32.3B | — | ||
| Q2 25 | $33.4B | — | ||
| Q1 25 | $30.9B | — | ||
| Q4 24 | $30.9B | — | ||
| Q3 24 | $33.2B | — | ||
| Q2 24 | $30.9B | — |
股东权益
BK
HOOD
| Q1 26 | — | $9.2B | ||
| Q4 25 | $44.3B | $9.2B | ||
| Q3 25 | $43.9B | $8.6B | ||
| Q2 25 | $44.0B | $8.1B | ||
| Q1 25 | $43.1B | $8.0B | ||
| Q4 24 | $41.3B | $8.0B | ||
| Q3 24 | $42.0B | $7.2B | ||
| Q2 24 | $40.8B | $7.1B |
总资产
BK
HOOD
| Q1 26 | — | $38.1B | ||
| Q4 25 | $472.3B | $38.1B | ||
| Q3 25 | $455.3B | $41.5B | ||
| Q2 25 | $485.8B | $35.3B | ||
| Q1 25 | $440.7B | $27.5B | ||
| Q4 24 | $416.1B | $26.2B | ||
| Q3 24 | $427.5B | $43.2B | ||
| Q2 24 | $428.5B | $41.3B |
负债/权益比
BK
HOOD
| Q1 26 | — | — | ||
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.74× | — | ||
| Q2 25 | 0.76× | — | ||
| Q1 25 | 0.72× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | 0.79× | — | ||
| Q2 24 | 0.76× | — |
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 | $5.2B | $642.0M |
| 自由现金流经营现金流 - 资本支出 | $4.7B | — |
| 自由现金流率自由现金流/营收 | 352.8% | — |
| 资本支出强度资本支出/营收 | 32.4% | — |
| 现金转化率经营现金流/净利润 | 3.55× | 1.91× |
| 过去12个月自由现金流最近4个季度 | $5.2B | — |
8季度趋势,按日历期对齐
经营现金流
BK
HOOD
| Q1 26 | — | $642.0M | ||
| Q4 25 | $5.2B | $-937.0M | ||
| Q3 25 | $-1.1B | $-1.6B | ||
| Q2 25 | $2.2B | $3.5B | ||
| Q1 25 | $412.0M | $642.0M | ||
| Q4 24 | $1.6B | $-1.4B | ||
| Q3 24 | $-312.0M | $1.8B | ||
| Q2 24 | $2.1B | $54.0M |
自由现金流
BK
HOOD
| Q1 26 | — | — | ||
| Q4 25 | $4.7B | — | ||
| Q3 25 | $-1.5B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $92.0M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $-687.0M | — | ||
| Q2 24 | $1.7B | — |
自由现金流率
BK
HOOD
| Q1 26 | — | — | ||
| Q4 25 | 352.8% | — | ||
| Q3 25 | -121.5% | — | ||
| Q2 25 | 152.8% | — | ||
| Q1 25 | 7.9% | — | ||
| Q4 24 | 95.2% | — | ||
| Q3 24 | -65.6% | — | ||
| Q2 24 | 169.6% | — |
资本支出强度
BK
HOOD
| Q1 26 | — | — | ||
| Q4 25 | 32.4% | — | ||
| Q3 25 | 35.4% | — | ||
| Q2 25 | 29.8% | — | ||
| Q1 25 | 27.6% | — | ||
| Q4 24 | 34.6% | — | ||
| Q3 24 | 35.8% | — | ||
| Q2 24 | 37.1% | — |
现金转化率
BK
HOOD
| Q1 26 | — | 1.91× | ||
| Q4 25 | 3.55× | -1.55× | ||
| Q3 25 | -0.74× | -2.83× | ||
| Q2 25 | 1.54× | 9.09× | ||
| Q1 25 | 0.34× | 1.91× | ||
| Q4 24 | 1.34× | -1.53× | ||
| Q3 24 | -0.26× | 12.08× | ||
| Q2 24 | 1.82× | 0.29× |
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
BK
暂无分部数据
HOOD
| Transaction-based revenues | $583.0M | 63% |
| Other | $290.0M | 31% |
| Other revenues | $54.0M | 6% |