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Bumble Inc.(BMBL)与LiveRamp Holdings, Inc.(RAMP)财务数据对比。点击上方公司名可切换其他公司
Bumble Inc.的季度营收约是LiveRamp Holdings, Inc.的1.0倍($212.4M vs $212.2M),Bumble Inc.净利率更高(24.8% vs 18.8%,领先6.0%),LiveRamp Holdings, Inc.同比增速更快(8.6% vs -14.1%),过去两年LiveRamp Holdings, Inc.的营收复合增速更高(11.1% vs -11.1%)
Bumble是一款主打在线交友与社交的移动应用,由惠特尼·沃尔夫·赫德创立,于2014年12月正式推出,目前由Bumble Inc.运营,该集团同时拥有知名交友平台Badoo。
LiveRamp Holdings, Inc.是一家美国SaaS企业,核心业务为提供数据连接平台,服务涵盖数据导入、线下数据线上迁移等能力,助力企业开展营销相关的数据应用,为品牌及营销从业者的数字化运营提供技术支撑。
BMBL vs RAMP — 直观对比
营收规模更大
BMBL
是对方的1.0倍
$212.2M
营收增速更快
RAMP
高出22.6%
-14.1%
净利率更高
BMBL
高出6.0%
18.8%
两年增速更快
RAMP
近两年复合增速
-11.1%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $212.4M | $212.2M |
| 净利润 | $52.6M | $39.9M |
| 毛利率 | 74.2% | 71.9% |
| 营业利润率 | 30.7% | 18.6% |
| 净利率 | 24.8% | 18.8% |
| 营收同比 | -14.1% | 8.6% |
| 净利润同比 | 236.3% | 255.7% |
| 每股收益(稀释后) | $0.34 | $0.62 |
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
BMBL
RAMP
| Q1 26 | $212.4M | — | ||
| Q4 25 | $224.2M | $212.2M | ||
| Q3 25 | $246.2M | $199.8M | ||
| Q2 25 | $248.2M | $194.8M | ||
| Q1 25 | $247.1M | $188.7M | ||
| Q4 24 | $261.6M | $195.4M | ||
| Q3 24 | $273.6M | $185.5M | ||
| Q2 24 | $268.6M | $176.0M |
净利润
BMBL
RAMP
| Q1 26 | $52.6M | — | ||
| Q4 25 | $-490.2M | $39.9M | ||
| Q3 25 | $37.3M | $27.4M | ||
| Q2 25 | $-253.7M | $7.7M | ||
| Q1 25 | $13.4M | $-6.3M | ||
| Q4 24 | $4.2M | $11.2M | ||
| Q3 24 | $-613.2M | $1.7M | ||
| Q2 24 | $27.4M | $-7.5M |
毛利率
BMBL
RAMP
| Q1 26 | 74.2% | — | ||
| Q4 25 | 71.2% | 71.9% | ||
| Q3 25 | 71.9% | 70.2% | ||
| Q2 25 | 70.1% | 70.1% | ||
| Q1 25 | 70.3% | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | — | 70.6% |
营业利润率
BMBL
RAMP
| Q1 26 | 30.7% | — | ||
| Q4 25 | -256.8% | 18.6% | ||
| Q3 25 | 25.9% | 10.7% | ||
| Q2 25 | -136.3% | 3.7% | ||
| Q1 25 | 18.1% | -6.1% | ||
| Q4 24 | 14.1% | 7.5% | ||
| Q3 24 | -306.3% | 4.0% | ||
| Q2 24 | 19.3% | -3.0% |
净利率
BMBL
RAMP
| Q1 26 | 24.8% | — | ||
| Q4 25 | -218.7% | 18.8% | ||
| Q3 25 | 15.2% | 13.7% | ||
| Q2 25 | -102.2% | 4.0% | ||
| Q1 25 | 5.4% | -3.3% | ||
| Q4 24 | 1.6% | 5.7% | ||
| Q3 24 | -224.1% | 0.9% | ||
| Q2 24 | 10.2% | -4.3% |
每股收益(稀释后)
BMBL
RAMP
| Q1 26 | $0.34 | — | ||
| Q4 25 | $-3.96 | $0.62 | ||
| Q3 25 | $0.33 | $0.42 | ||
| Q2 25 | $-2.45 | $0.12 | ||
| Q1 25 | $0.13 | $-0.10 | ||
| Q4 24 | $0.09 | $0.17 | ||
| Q3 24 | $-5.11 | $0.03 | ||
| Q2 24 | $0.22 | $-0.11 |
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 | $245.6M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $735.2M | $962.3M |
| 总资产 | $1.5B | $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
BMBL
RAMP
| Q1 26 | $245.6M | — | ||
| Q4 25 | $175.8M | $403.4M | ||
| Q3 25 | $307.9M | $376.9M | ||
| Q2 25 | $261.7M | $371.1M | ||
| Q1 25 | $202.2M | $420.8M | ||
| Q4 24 | $204.3M | $384.3M | ||
| Q3 24 | $252.1M | $348.4M | ||
| Q2 24 | $286.7M | $342.7M |
总债务
BMBL
RAMP
| Q1 26 | — | — | ||
| Q4 25 | $590.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $621.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
BMBL
RAMP
| Q1 26 | $735.2M | — | ||
| Q4 25 | $570.0M | $962.3M | ||
| Q3 25 | $675.5M | $943.8M | ||
| Q2 25 | $577.6M | $947.8M | ||
| Q1 25 | $814.5M | $948.9M | ||
| Q4 24 | $824.5M | $957.7M | ||
| Q3 24 | $852.6M | $932.1M | ||
| Q2 24 | $1.7B | $951.9M |
总资产
BMBL
RAMP
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $2.2B | $1.2B | ||
| Q1 25 | $2.5B | $1.3B | ||
| Q4 24 | $2.5B | $1.3B | ||
| Q3 24 | $2.6B | $1.2B | ||
| Q2 24 | $3.5B | $1.2B |
负债/权益比
BMBL
RAMP
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $77.2M | — |
| 自由现金流经营现金流 - 资本支出 | $73.8M | — |
| 自由现金流率自由现金流/营收 | 34.8% | — |
| 资本支出强度资本支出/营收 | 1.6% | 0.1% |
| 现金转化率经营现金流/净利润 | 1.47× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
BMBL
RAMP
| Q1 26 | $77.2M | — | ||
| Q4 25 | $59.1M | — | ||
| Q3 25 | $76.8M | $57.4M | ||
| Q2 25 | $71.2M | $-15.8M | ||
| Q1 25 | $43.2M | — | ||
| Q4 24 | $-5.4M | $45.1M | ||
| Q3 24 | $93.5M | $55.6M | ||
| Q2 24 | $32.9M | $-9.3M |
自由现金流
BMBL
RAMP
| Q1 26 | $73.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $56.8M | ||
| Q2 25 | — | $-16.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $44.8M | ||
| Q3 24 | — | $55.4M | ||
| Q2 24 | — | $-9.6M |
自由现金流率
BMBL
RAMP
| Q1 26 | 34.8% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | — | -8.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 22.9% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | -5.4% |
资本支出强度
BMBL
RAMP
| Q1 26 | 1.6% | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% |
现金转化率
BMBL
RAMP
| Q1 26 | 1.47× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.06× | 2.09× | ||
| Q2 25 | — | -2.04× | ||
| Q1 25 | 3.22× | — | ||
| Q4 24 | -1.29× | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| Q2 24 | 1.20× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图