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Bumble Inc.（BMBL）与ROYAL GOLD INC（RGLD）财务数据对比。点击上方公司名可切换其他公司
ROYAL GOLD INC的季度营收约是Bumble Inc.的1.7倍（$375.3M vs $224.2M），ROYAL GOLD INC净利率更高（24.9% vs -218.7%，领先243.6%），ROYAL GOLD INC同比增速更快（85.3% vs -14.3%），过去两年ROYAL GOLD INC的营收复合增速更高（58.8% vs -8.5%）
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。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业，收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益，资产覆盖黄金、白银、铜等品类，业务遍及多地区，无需直接承担采矿运营风险。
BMBL vs RGLD — 直观对比
营收规模更大
RGLD
是对方的1.7倍
$224.2M
营收增速更快
RGLD
高出99.6%
-14.3%
净利率更高
RGLD
高出243.6%
-218.7%
两年增速更快
RGLD
近两年复合增速
-8.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $224.2M | $375.3M |
| 净利润 | $-490.2M | $93.6M |
| 毛利率 | 71.2% | 64.6% |
| 营业利润率 | -256.8% | 56.2% |
| 净利率 | -218.7% | 24.9% |
| 营收同比 | -14.3% | 85.3% |
| 净利润同比 | -11829.5% | -12.8% |
| 每股收益（稀释后） | $-3.96 | $1.04 |
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BMBLRGLD
| Q4 25 | $224.2M | $375.3M | ||
| Q3 25 | $246.2M | $252.1M | ||
| Q2 25 | $248.2M | $209.6M | ||
| Q1 25 | $247.1M | $193.4M | ||
| Q4 24 | $261.6M | $202.6M | ||
| Q3 24 | $273.6M | $193.8M | ||
| Q2 24 | $268.6M | $174.1M | ||
| Q1 24 | $267.8M | $148.9M |
净利润BMBLRGLD
| Q4 25 | $-490.2M | $93.6M | ||
| Q3 25 | $37.3M | $126.8M | ||
| Q2 25 | $-253.7M | $132.3M | ||
| Q1 25 | $13.4M | $113.5M | ||
| Q4 24 | $4.2M | $107.4M | ||
| Q3 24 | $-613.2M | $96.2M | ||
| Q2 24 | $27.4M | $81.2M | ||
| Q1 24 | $24.6M | $47.2M |
毛利率BMBLRGLD
| Q4 25 | 71.2% | 64.6% | ||
| Q3 25 | 71.9% | 73.6% | ||
| Q2 25 | 70.1% | 72.6% | ||
| Q1 25 | 70.3% | 69.4% | ||
| Q4 24 | — | 70.3% | ||
| Q3 24 | — | 66.6% | ||
| Q2 24 | — | 64.7% | ||
| Q1 24 | 99.1% | 58.4% |
营业利润率BMBLRGLD
| Q4 25 | -256.8% | 56.2% | ||
| Q3 25 | 25.9% | 64.4% | ||
| Q2 25 | -136.3% | 67.7% | ||
| Q1 25 | 18.1% | 63.6% | ||
| Q4 24 | 14.1% | 65.9% | ||
| Q3 24 | -306.3% | 61.3% | ||
| Q2 24 | 19.3% | 58.6% | ||
| Q1 24 | 18.2% | 50.7% |
净利率BMBLRGLD
| Q4 25 | -218.7% | 24.9% | ||
| Q3 25 | 15.2% | 50.3% | ||
| Q2 25 | -102.2% | 63.1% | ||
| Q1 25 | 5.4% | 58.7% | ||
| Q4 24 | 1.6% | 53.0% | ||
| Q3 24 | -224.1% | 49.7% | ||
| Q2 24 | 10.2% | 46.6% | ||
| Q1 24 | 9.2% | 31.7% |
每股收益（稀释后）BMBLRGLD
| Q4 25 | $-3.96 | $1.04 | ||
| Q3 25 | $0.33 | $1.92 | ||
| Q2 25 | $-2.45 | $2.01 | ||
| Q1 25 | $0.13 | $1.72 | ||
| Q4 24 | $0.09 | $1.63 | ||
| Q3 24 | $-5.11 | $1.46 | ||
| Q2 24 | $0.22 | $1.23 | ||
| Q1 24 | $0.19 | $0.72 |
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 | $175.8M | $233.7M |
| 总债务越低越好 | $590.6M | — |
| 股东权益账面价值 | $570.0M | $7.2B |
| 总资产 | $1.4B | $9.5B |
| 负债/权益比越低杠杆越低 | 1.04× | — |
8季度趋势，按日历期对齐
现金及短期投资BMBLRGLD
| Q4 25 | $175.8M | $233.7M | ||
| Q3 25 | $307.9M | $172.8M | ||
| Q2 25 | $261.7M | $248.2M | ||
| Q1 25 | $202.2M | $240.8M | ||
| Q4 24 | $204.3M | $195.5M | ||
| Q3 24 | $252.1M | $127.9M | ||
| Q2 24 | $286.7M | $74.2M | ||
| Q1 24 | $262.7M | $137.9M |
总债务BMBLRGLD
| Q4 25 | $590.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $621.3M | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $50.0M | ||
| Q1 24 | — | — |
股东权益BMBLRGLD
| Q4 25 | $570.0M | $7.2B | ||
| Q3 25 | $675.5M | $3.4B | ||
| Q2 25 | $577.6M | $3.3B | ||
| Q1 25 | $814.5M | $3.2B | ||
| Q4 24 | $824.5M | $3.1B | ||
| Q3 24 | $852.6M | $3.0B | ||
| Q2 24 | $1.7B | $3.0B | ||
| Q1 24 | $1.6B | $2.9B |
总资产BMBLRGLD
| Q4 25 | $1.4B | $9.5B | ||
| Q3 25 | $2.2B | $4.5B | ||
| Q2 25 | $2.2B | $3.6B | ||
| Q1 25 | $2.5B | $3.5B | ||
| Q4 24 | $2.5B | $3.4B | ||
| Q3 24 | $2.6B | $3.3B | ||
| Q2 24 | $3.5B | $3.3B | ||
| Q1 24 | $3.5B | $3.3B |
负债/权益比BMBLRGLD
| Q4 25 | 1.04× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.02× | ||
| Q1 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 | $59.1M | $241.7M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 2.58× |
| 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BMBLRGLD
| Q4 25 | $59.1M | $241.7M | ||
| Q3 25 | $76.8M | $174.0M | ||
| Q2 25 | $71.2M | $152.8M | ||
| Q1 25 | $43.2M | $136.4M | ||
| Q4 24 | $-5.4M | $141.1M | ||
| Q3 24 | $93.5M | $136.7M | ||
| Q2 24 | $32.9M | $113.5M | ||
| Q1 24 | $2.4M | $138.3M |
现金转化率BMBLRGLD
| Q4 25 | — | 2.58× | ||
| Q3 25 | 2.06× | 1.37× | ||
| Q2 25 | — | 1.15× | ||
| Q1 25 | 3.22× | 1.20× | ||
| Q4 24 | -1.29× | 1.31× | ||
| Q3 24 | — | 1.42× | ||
| Q2 24 | 1.20× | 1.40× | ||
| Q1 24 | 0.10× | 2.93× |
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
BMBL
| Bumble App | $181.0M | 81% |
| Badoo App And Other | $43.2M | 19% |
RGLD
| Gold | $216.9M | 58% |
| Pueblo Viejo | $47.3M | 13% |
| Andacollo | $32.6M | 9% |
| Silver | $32.1M | 9% |
| Other | $27.2M | 7% |
| Copper | $13.7M | 4% |
| Cortez Legacy Zone | $5.4M | 1% |
