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Blend Labs, Inc.(BLND)与Match Group(MTCH)财务数据对比。点击上方公司名可切换其他公司
Match Group的季度营收约是Blend Labs, Inc.的27.1倍($878.0M vs $32.4M)。Match Group净利率更高(23.9% vs -7.8%,领先31.7%)。Blend Labs, Inc.同比增速更快(7.6% vs 2.1%)。Match Group自由现金流更多($308.1M vs $-21.0K)。过去两年Blend Labs, Inc.的营收复合增速更高(16.6% vs 1.1%)
GU Energy Labs是一家总部位于美国加利福尼亚州伯克利的运动营养产品生产商,核心产品为深受耐力运动爱好者青睐的能量胶,可在各类运动中快速易消化吸收。此外品牌还推出能量咀嚼糖、冲调饮品、补水片、 stroopwafel荷蘭焦糖煎餅以及Roctane系列产品,涵盖能量冲饮、蛋白恢复冲饮、能量胶和胶囊等,公司于1994年由比尔·沃恩创立。
美国互联网科技企业Match Group总部位于得克萨斯州达拉斯,旗下拥有全球规模最大的在线约会服务品牌矩阵,运营Tinder、Hinge、Plenty of Fish等多款全球知名约会产品。2020年7月公司从IAC分拆为独立上市公司,截至2019年全球付费订阅用户达930万,其中近半数来自北美地区。
BLND vs MTCH — 直观对比
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $32.4M | $878.0M |
| 净利润 | $-2.5M | $209.7M |
| 毛利率 | 75.7% | 74.7% |
| 营业利润率 | -11.1% | 32.4% |
| 净利率 | -7.8% | 23.9% |
| 营收同比 | 7.6% | 2.1% |
| 净利润同比 | -207.0% | 32.5% |
| 每股收益(稀释后) | — | $0.83 |
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
| Q4 25 | $32.4M | $878.0M | ||
| Q3 25 | $32.7M | $914.3M | ||
| Q2 25 | $31.6M | $863.7M | ||
| Q1 25 | $26.8M | $831.2M | ||
| Q4 24 | $30.1M | $860.2M | ||
| Q3 24 | $33.1M | $895.5M | ||
| Q2 24 | $28.7M | $864.1M | ||
| Q1 24 | $23.8M | $859.6M |
| Q4 25 | $-2.5M | $209.7M | ||
| Q3 25 | $12.1M | $160.8M | ||
| Q2 25 | $-6.8M | $125.5M | ||
| Q1 25 | $-9.5M | $117.6M | ||
| Q4 24 | $-825.0K | $158.3M | ||
| Q3 24 | $-2.4M | $136.5M | ||
| Q2 24 | $-19.4M | $133.3M | ||
| Q1 24 | $-20.7M | $123.2M |
| Q4 25 | 75.7% | 74.7% | ||
| Q3 25 | 74.3% | 73.0% | ||
| Q2 25 | 73.8% | 72.0% | ||
| Q1 25 | 70.8% | 71.5% | ||
| Q4 24 | 74.2% | 72.5% | ||
| Q3 24 | 74.0% | 71.7% | ||
| Q2 24 | 70.9% | 71.6% | ||
| Q1 24 | 67.3% | 70.1% |
| Q4 25 | -11.1% | 32.4% | ||
| Q3 25 | -16.4% | 24.2% | ||
| Q2 25 | -15.3% | 22.5% | ||
| Q1 25 | -29.7% | 20.8% | ||
| Q4 24 | -10.9% | 26.0% | ||
| Q3 24 | -34.1% | 23.5% | ||
| Q2 24 | -45.5% | 23.7% | ||
| Q1 24 | -89.0% | 21.5% |
| Q4 25 | -7.8% | 23.9% | ||
| Q3 25 | 37.0% | 17.6% | ||
| Q2 25 | -21.6% | 14.5% | ||
| Q1 25 | -35.5% | 14.1% | ||
| Q4 24 | -2.7% | 18.4% | ||
| Q3 24 | -7.4% | 15.2% | ||
| Q2 24 | -67.6% | 15.4% | ||
| Q1 24 | -86.7% | 14.3% |
| Q4 25 | — | $0.83 | ||
| Q3 25 | $0.02 | $0.62 | ||
| Q2 25 | — | $0.49 | ||
| Q1 25 | — | $0.44 | ||
| Q4 24 | $-0.03 | $0.59 | ||
| Q3 24 | $-0.03 | $0.51 | ||
| Q2 24 | $-0.09 | $0.48 | ||
| Q1 24 | $-0.09 | $0.44 |
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 | $68.3M | $1.0B |
| 总债务越低越好 | $0 | $3.5B |
| 股东权益账面价值 | $-30.5M | $-253.5M |
| 总资产 | $170.0M | $4.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q4 25 | $68.3M | $1.0B | ||
| Q3 25 | $77.3M | $1.1B | ||
| Q2 25 | $88.3M | $340.4M | ||
| Q1 25 | $104.8M | $414.2M | ||
| Q4 24 | $94.2M | $970.7M | ||
| Q3 24 | $112.3M | $860.9M | ||
| Q2 24 | $108.9M | $843.6M | ||
| Q1 24 | $121.1M | $920.9M |
| Q4 25 | $0 | $3.5B | ||
| Q3 25 | $0 | — | ||
| Q2 25 | $0 | — | ||
| Q1 25 | $0 | $3.4B | ||
| Q4 24 | $0 | $3.8B | ||
| Q3 24 | $0 | $3.8B | ||
| Q2 24 | $0 | $3.8B | ||
| Q1 24 | $138.9M | $3.8B |
| Q4 25 | $-30.5M | $-253.5M | ||
| Q3 25 | $-13.4M | $-223.9M | ||
| Q2 25 | $-23.1M | $-230.9M | ||
| Q1 25 | $-17.2M | $-182.7M | ||
| Q4 24 | $-56.4M | $-63.7M | ||
| Q3 24 | $-49.6M | $-88.5M | ||
| Q2 24 | $-45.5M | $-130.2M | ||
| Q1 24 | $-35.8M | $-107.8M |
| Q4 25 | $170.0M | $4.5B | ||
| Q3 25 | $188.6M | $4.5B | ||
| Q2 25 | $182.2M | $3.9B | ||
| Q1 25 | $187.5M | $3.9B | ||
| Q4 24 | $178.1M | $4.5B | ||
| Q3 24 | $186.1M | $4.4B | ||
| Q2 24 | $185.4M | $4.4B | ||
| Q1 24 | $201.8M | $4.4B |
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 | $1.5M | $322.8M |
| 自由现金流经营现金流 - 资本支出 | $-21.0K | $308.1M |
| 自由现金流率自由现金流/营收 | -0.1% | 35.1% |
| 资本支出强度资本支出/营收 | 4.8% | 1.7% |
| 现金转化率经营现金流/净利润 | — | 1.54× |
| 过去12个月自由现金流最近4个季度 | $-81.0K | $1.0B |
8季度趋势,按日历期对齐
| Q4 25 | $1.5M | $322.8M | ||
| Q3 25 | $-3.6M | $320.6M | ||
| Q2 25 | $-6.5M | $243.8M | ||
| Q1 25 | $20.1M | $193.1M | ||
| Q4 24 | $-4.6M | $254.7M | ||
| Q3 24 | $2.1M | $264.9M | ||
| Q2 24 | $-6.7M | $129.0M | ||
| Q1 24 | $-3.9M | $284.1M |
| Q4 25 | $-21.0K | $308.1M | ||
| Q3 25 | $-5.8M | $306.8M | ||
| Q2 25 | $-10.1M | $231.0M | ||
| Q1 25 | $15.8M | $177.7M | ||
| Q4 24 | $-7.1M | $247.1M | ||
| Q3 24 | $-1.4M | $251.8M | ||
| Q2 24 | $-8.5M | $116.3M | ||
| Q1 24 | $-5.8M | $266.9M |
| Q4 25 | -0.1% | 35.1% | ||
| Q3 25 | -17.6% | 33.6% | ||
| Q2 25 | -31.9% | 26.7% | ||
| Q1 25 | 58.9% | 21.4% | ||
| Q4 24 | -23.5% | 28.7% | ||
| Q3 24 | -4.1% | 28.1% | ||
| Q2 24 | -29.7% | 13.5% | ||
| Q1 24 | -24.5% | 31.0% |
| Q4 25 | 4.8% | 1.7% | ||
| Q3 25 | 6.5% | 1.5% | ||
| Q2 25 | 11.4% | 1.5% | ||
| Q1 25 | 16.1% | 1.9% | ||
| Q4 24 | 8.3% | 0.9% | ||
| Q3 24 | 10.4% | 1.5% | ||
| Q2 24 | 6.5% | 1.5% | ||
| Q1 24 | 8.2% | 2.0% |
| Q4 25 | — | 1.54× | ||
| Q3 25 | -0.30× | 1.99× | ||
| Q2 25 | — | 1.94× | ||
| Q1 25 | — | 1.64× | ||
| Q4 24 | — | 1.61× | ||
| Q3 24 | — | 1.94× | ||
| Q2 24 | — | 0.97× | ||
| Q1 24 | — | 2.31× |
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
BLND
| Mortgage Suite | $18.9M | 58% |
| Consumer Banking Suite | $11.4M | 35% |
| Professional Services | $2.1M | 6% |
MTCH
| Tinder Segment | $479.3M | 55% |
| Hinge Segment | $186.5M | 21% |
| Evergreen And Emerging Segment | $148.1M | 17% |
| MG Asia Segment | $65.8M | 7% |