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纽约梅隆银行（BK）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
罗布乐思的季度营收约是纽约梅隆银行的1.1倍（$1.4B vs $1.3B），纽约梅隆银行净利率更高（108.5% vs -22.3%，领先130.9%），罗布乐思同比增速更快（43.2% vs 12.7%），纽约梅隆银行自由现金流更多（$4.7B vs $308.6M），过去两年罗布乐思的营收复合增速更高（32.9% 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。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
BK vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.1倍
$1.3B
营收增速更快
RBLX
高出30.5%
12.7%
净利率更高
BK
高出130.9%
-22.3%
自由现金流更多
BK
多$4.4B
$308.6M
两年增速更快
RBLX
近两年复合增速
13.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.4B |
| 净利润 | $1.5B | $-316.0M |
| 毛利率 | — | 77.7% |
| 营业利润率 | — | -25.3% |
| 净利率 | 108.5% | -22.3% |
| 营收同比 | 12.7% | 43.2% |
| 净利润同比 | 26.5% | -43.9% |
| 每股收益（稀释后） | $2.01 | $-0.44 |
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BKRBLX
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | $1.2B | $988.2M | ||
| Q3 24 | $1.0B | $919.0M | ||
| Q2 24 | $1.0B | $893.5M | ||
| Q1 24 | $1.0B | $801.3M |
净利润BKRBLX
| Q4 25 | $1.5B | $-316.0M | ||
| Q3 25 | $1.4B | $-255.6M | ||
| Q2 25 | $1.4B | $-278.4M | ||
| Q1 25 | $1.2B | $-215.1M | ||
| Q4 24 | $1.2B | $-219.6M | ||
| Q3 24 | $1.2B | $-239.3M | ||
| Q2 24 | $1.2B | $-205.9M | ||
| Q1 24 | $1.0B | $-270.6M |
毛利率BKRBLX
| Q4 25 | — | 77.7% | ||
| Q3 25 | — | 78.2% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 78.3% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% | ||
| Q1 24 | — | 77.7% |
营业利润率BKRBLX
| Q4 25 | — | -25.3% | ||
| Q3 25 | — | -21.8% | ||
| Q2 25 | — | -29.8% | ||
| Q1 25 | — | -24.6% | ||
| Q4 24 | — | -24.7% | ||
| Q3 24 | — | -30.4% | ||
| Q2 24 | — | -26.6% | ||
| Q1 24 | — | -37.7% |
净利率BKRBLX
| Q4 25 | 108.5% | -22.3% | ||
| Q3 25 | 116.9% | -18.8% | ||
| Q2 25 | 118.3% | -25.8% | ||
| Q1 25 | 105.3% | -20.8% | ||
| Q4 24 | 96.7% | -22.2% | ||
| Q3 24 | 112.8% | -26.0% | ||
| Q2 24 | 113.4% | -23.0% | ||
| Q1 24 | 98.6% | -33.8% |
每股收益（稀释后）BKRBLX
| Q4 25 | $2.01 | $-0.44 | ||
| Q3 25 | $1.88 | $-0.37 | ||
| Q2 25 | $1.93 | $-0.41 | ||
| Q1 25 | $1.58 | $-0.32 | ||
| Q4 24 | $1.53 | $-0.32 | ||
| Q3 24 | $1.50 | $-0.37 | ||
| Q2 24 | $1.52 | $-0.32 | ||
| Q1 24 | $1.25 | $-0.43 |
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 | $3.1B |
| 总债务越低越好 | $31.9B | $1.2B |
| 股东权益账面价值 | $44.3B | $394.5M |
| 总资产 | $472.3B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.72× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资BKRBLX
| Q4 25 | $5.1B | $3.1B | ||
| Q3 25 | $5.1B | $2.9B | ||
| Q2 25 | $5.7B | $2.6B | ||
| Q1 25 | $5.4B | $2.7B | ||
| Q4 24 | $4.2B | $2.4B | ||
| Q3 24 | $6.2B | $2.3B | ||
| Q2 24 | $5.3B | $2.4B | ||
| Q1 24 | $5.3B | $2.4B |
总债务BKRBLX
| Q4 25 | $31.9B | $1.2B | ||
| Q3 25 | $32.3B | — | ||
| Q2 25 | $33.4B | — | ||
| Q1 25 | $30.9B | — | ||
| Q4 24 | $30.9B | $1.2B | ||
| Q3 24 | $33.2B | — | ||
| Q2 24 | $30.9B | — | ||
| Q1 24 | $32.4B | — |
股东权益BKRBLX
| Q4 25 | $44.3B | $394.5M | ||
| Q3 25 | $43.9B | $407.6M | ||
| Q2 25 | $44.0B | $353.2M | ||
| Q1 25 | $43.1B | $310.7M | ||
| Q4 24 | $41.3B | $221.4M | ||
| Q3 24 | $42.0B | $189.9M | ||
| Q2 24 | $40.8B | $121.5M | ||
| Q1 24 | $40.6B | $71.6M |
总资产BKRBLX
| Q4 25 | $472.3B | $9.6B | ||
| Q3 25 | $455.3B | $8.6B | ||
| Q2 25 | $485.8B | $7.8B | ||
| Q1 25 | $440.7B | $7.5B | ||
| Q4 24 | $416.1B | $7.2B | ||
| Q3 24 | $427.5B | $6.7B | ||
| Q2 24 | $428.5B | $6.5B | ||
| Q1 24 | $434.7B | $6.3B |
负债/权益比BKRBLX
| Q4 25 | 0.72× | 2.98× | ||
| Q3 25 | 0.74× | — | ||
| Q2 25 | 0.76× | — | ||
| Q1 25 | 0.72× | — | ||
| Q4 24 | 0.75× | 5.48× | ||
| Q3 24 | 0.79× | — | ||
| Q2 24 | 0.76× | — | ||
| Q1 24 | 0.80× | — |
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 | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $4.7B | $308.6M |
| 自由现金流率自由现金流/营收 | 352.8% | 21.8% |
| 资本支出强度资本支出/营收 | 32.4% | 21.1% |
| 现金转化率经营现金流/净利润 | 3.55× | — |
| 过去12个月自由现金流最近4个季度 | $5.2B | $1.4B |
8季度趋势，按日历期对齐
经营现金流BKRBLX
| Q4 25 | $5.2B | $607.0M | ||
| Q3 25 | $-1.1B | $546.2M | ||
| Q2 25 | $2.2B | $199.3M | ||
| Q1 25 | $412.0M | $443.9M | ||
| Q4 24 | $1.6B | $184.5M | ||
| Q3 24 | $-312.0M | $247.4M | ||
| Q2 24 | $2.1B | $151.4M | ||
| Q1 24 | $-2.7B | $238.9M |
自由现金流BKRBLX
| Q4 25 | $4.7B | $308.6M | ||
| Q3 25 | $-1.5B | $443.6M | ||
| Q2 25 | $1.8B | $176.7M | ||
| Q1 25 | $92.0M | $426.5M | ||
| Q4 24 | $1.1B | $120.6M | ||
| Q3 24 | $-687.0M | $218.0M | ||
| Q2 24 | $1.7B | $111.7M | ||
| Q1 24 | $-3.0B | $192.3M |
自由现金流率BKRBLX
| Q4 25 | 352.8% | 21.8% | ||
| Q3 25 | -121.5% | 32.6% | ||
| Q2 25 | 152.8% | 16.3% | ||
| Q1 25 | 7.9% | 41.2% | ||
| Q4 24 | 95.2% | 12.2% | ||
| Q3 24 | -65.6% | 23.7% | ||
| Q2 24 | 169.6% | 12.5% | ||
| Q1 24 | -286.4% | 24.0% |
资本支出强度BKRBLX
| Q4 25 | 32.4% | 21.1% | ||
| Q3 25 | 35.4% | 7.5% | ||
| Q2 25 | 29.8% | 2.1% | ||
| Q1 25 | 27.6% | 1.7% | ||
| Q4 24 | 34.6% | 6.5% | ||
| Q3 24 | 35.8% | 3.2% | ||
| Q2 24 | 37.1% | 4.4% | ||
| Q1 24 | 28.7% | 5.8% |
现金转化率BKRBLX
| Q4 25 | 3.55× | — | ||
| Q3 25 | -0.74× | — | ||
| Q2 25 | 1.54× | — | ||
| Q1 25 | 0.34× | — | ||
| Q4 24 | 1.34× | — | ||
| Q3 24 | -0.26× | — | ||
| Q2 24 | 1.82× | — | ||
| Q1 24 | -2.61× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
