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POPULAR, INC.（BPOP）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POPULAR, INC.的1.7倍（$1.4B vs $835.8M），POPULAR, INC.净利率更高（29.4% vs -22.3%，领先51.7%），过去两年罗布乐思的营收复合增速更高（32.9% vs 25.1%）
Popular Inc.是波多黎各最大的金融服务集团，创立于1893年，总部位于首府圣胡安哈托雷伊商务区的黄金英里金融区。集团提供全方位金融服务，在波多黎各、美属及英属维尔京群岛以Banco Popular品牌运营，美国本土则使用Popular Bank品牌。
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。
BPOP vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.7倍
$835.8M
净利率更高
BPOP
高出51.7%
-22.3%
两年增速更快
RBLX
近两年复合增速
25.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $835.8M | $1.4B |
| 净利润 | $245.7M | $-316.0M |
| 毛利率 | — | 77.7% |
| 营业利润率 | 44.1% | -25.3% |
| 净利率 | 29.4% | -22.3% |
| 营收同比 | — | 43.2% |
| 净利润同比 | 38.4% | -43.9% |
| 每股收益（稀释后） | $3.78 | $-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BPOPRBLX
| Q1 26 | $835.8M | — | ||
| Q4 25 | $657.6M | $1.4B | ||
| Q3 25 | $646.5M | $1.4B | ||
| Q2 25 | $631.5M | $1.1B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | $590.8M | $988.2M | ||
| Q3 24 | $572.5M | $919.0M | ||
| Q2 24 | $568.3M | $893.5M |
净利润BPOPRBLX
| Q1 26 | $245.7M | — | ||
| Q4 25 | $233.9M | $-316.0M | ||
| Q3 25 | $211.3M | $-255.6M | ||
| Q2 25 | $210.4M | $-278.4M | ||
| Q1 25 | — | $-215.1M | ||
| Q4 24 | $177.8M | $-219.6M | ||
| Q3 24 | $155.3M | $-239.3M | ||
| Q2 24 | $177.8M | $-205.9M |
毛利率BPOPRBLX
| Q1 26 | — | — | ||
| 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% |
营业利润率BPOPRBLX
| Q1 26 | 44.1% | — | ||
| Q4 25 | 42.4% | -25.3% | ||
| Q3 25 | 38.2% | -21.8% | ||
| Q2 25 | 40.9% | -29.8% | ||
| Q1 25 | — | -24.6% | ||
| Q4 24 | 37.5% | -24.7% | ||
| Q3 24 | 34.5% | -30.4% | ||
| Q2 24 | 38.4% | -26.6% |
净利率BPOPRBLX
| Q1 26 | 29.4% | — | ||
| Q4 25 | 35.6% | -22.3% | ||
| Q3 25 | 32.7% | -18.8% | ||
| Q2 25 | 33.3% | -25.8% | ||
| Q1 25 | — | -20.8% | ||
| Q4 24 | 30.1% | -22.2% | ||
| Q3 24 | 27.1% | -26.0% | ||
| Q2 24 | 31.3% | -23.0% |
每股收益（稀释后）BPOPRBLX
| Q1 26 | $3.78 | — | ||
| Q4 25 | $3.51 | $-0.44 | ||
| Q3 25 | $3.14 | $-0.37 | ||
| Q2 25 | $3.09 | $-0.41 | ||
| Q1 25 | — | $-0.32 | ||
| Q4 24 | $2.51 | $-0.32 | ||
| Q3 24 | $2.16 | $-0.37 | ||
| Q2 24 | $2.46 | $-0.32 |
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 | — | $3.1B |
| 总债务越低越好 | $17.6M | $1.2B |
| 股东权益账面价值 | $6.3B | $394.5M |
| 总资产 | $76.1B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.00× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资BPOPRBLX
| Q1 26 | — | — | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.4B |
总债务BPOPRBLX
| Q1 26 | $17.6M | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BPOPRBLX
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.2B | $394.5M | ||
| Q3 25 | $6.1B | $407.6M | ||
| Q2 25 | $6.0B | $353.2M | ||
| Q1 25 | — | $310.7M | ||
| Q4 24 | $5.6B | $221.4M | ||
| Q3 24 | $5.8B | $189.9M | ||
| Q2 24 | $5.4B | $121.5M |
总资产BPOPRBLX
| Q1 26 | $76.1B | — | ||
| Q4 25 | $75.3B | $9.6B | ||
| Q3 25 | $75.1B | $8.6B | ||
| Q2 25 | $76.1B | $7.8B | ||
| Q1 25 | — | $7.5B | ||
| Q4 24 | $73.0B | $7.2B | ||
| Q3 24 | $71.3B | $6.7B | ||
| Q2 24 | $72.8B | $6.5B |
负债/权益比BPOPRBLX
| Q1 26 | 0.00× | — | ||
| Q4 25 | — | 2.98× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 5.48× | ||
| 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 | — | $607.0M |
| 自由现金流经营现金流 - 资本支出 | — | $308.6M |
| 自由现金流率自由现金流/营收 | — | 21.8% |
| 资本支出强度资本支出/营收 | — | 21.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流BPOPRBLX
| Q1 26 | — | — | ||
| Q4 25 | $268.5M | $607.0M | ||
| Q3 25 | $195.0M | $546.2M | ||
| Q2 25 | $242.9M | $199.3M | ||
| Q1 25 | — | $443.9M | ||
| Q4 24 | $199.5M | $184.5M | ||
| Q3 24 | $233.2M | $247.4M | ||
| Q2 24 | $80.4M | $151.4M |
自由现金流BPOPRBLX
| Q1 26 | — | — | ||
| Q4 25 | $221.1M | $308.6M | ||
| Q3 25 | $141.1M | $443.6M | ||
| Q2 25 | $198.3M | $176.7M | ||
| Q1 25 | — | $426.5M | ||
| Q4 24 | $139.2M | $120.6M | ||
| Q3 24 | $175.6M | $218.0M | ||
| Q2 24 | $38.9M | $111.7M |
自由现金流率BPOPRBLX
| Q1 26 | — | — | ||
| Q4 25 | 33.6% | 21.8% | ||
| Q3 25 | 21.8% | 32.6% | ||
| Q2 25 | 31.4% | 16.3% | ||
| Q1 25 | — | 41.2% | ||
| Q4 24 | 23.6% | 12.2% | ||
| Q3 24 | 30.7% | 23.7% | ||
| Q2 24 | 6.8% | 12.5% |
资本支出强度BPOPRBLX
| Q1 26 | — | — | ||
| Q4 25 | 7.2% | 21.1% | ||
| Q3 25 | 8.3% | 7.5% | ||
| Q2 25 | 7.1% | 2.1% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | 10.2% | 6.5% | ||
| Q3 24 | 10.1% | 3.2% | ||
| Q2 24 | 7.3% | 4.4% |
现金转化率BPOPRBLX
| Q1 26 | — | — | ||
| Q4 25 | 1.15× | — | ||
| Q3 25 | 0.92× | — | ||
| Q2 25 | 1.15× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.50× | — | ||
| Q2 24 | 0.45× | — |
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
BPOP
| Net Interest Income | $670.2M | 80% |
| Noninterest Income | $165.6M | 20% |
RBLX
暂无分部数据
