vs
Broadridge Financial Solutions（BR）与PINTEREST, INC.（PINS）财务数据对比。点击上方公司名可切换其他公司
Broadridge Financial Solutions的季度营收约是PINTEREST, INC.的1.3倍（$1.7B vs $1.3B），PINTEREST, INC.净利率更高（21.0% vs 16.6%，领先4.4%），PINTEREST, INC.同比增速更快（14.3% vs -5.4%），过去两年PINTEREST, INC.的营收复合增速更高（33.5% vs 10.4%）
Broadridge Financial Solutions是2007年从自动数据处理公司（ADP）分拆成立的上市企业服务及金融科技企业，总部位于纽约莱克萨克塞斯，为金融行业客户提供股东委托书、年报等金融单证服务，以及线上年会等股东沟通解决方案。
Pinterest是美国社交媒体服务商，主打数字图板形式的信息发布与发现功能，用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立，总部位于旧金山。
BR vs PINS — 直观对比
营收规模更大
BR
是对方的1.3倍
$1.3B
营收增速更快
PINS
高出19.7%
-5.4%
净利率更高
PINS
高出4.4%
16.6%
两年增速更快
PINS
近两年复合增速
10.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.3B |
| 净利润 | $284.6M | $277.1M |
| 毛利率 | 27.6% | 82.8% |
| 营业利润率 | 12.0% | 22.8% |
| 净利率 | 16.6% | 21.0% |
| 营收同比 | -5.4% | 14.3% |
| 净利润同比 | 17.1% | -85.0% |
| 每股收益（稀释后） | $2.42 | $0.41 |
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BRPINS
| Q4 25 | $1.7B | $1.3B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | $2.1B | $998.2M | ||
| Q1 25 | $1.8B | $855.0M | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.4B | $898.4M | ||
| Q2 24 | $1.9B | $853.7M | ||
| Q1 24 | $1.7B | $740.0M |
净利润BRPINS
| Q4 25 | $284.6M | $277.1M | ||
| Q3 25 | — | $92.1M | ||
| Q2 25 | $374.2M | $38.8M | ||
| Q1 25 | $243.1M | $8.9M | ||
| Q4 24 | $142.4M | $1.8B | ||
| Q3 24 | $79.8M | $30.6M | ||
| Q2 24 | $323.2M | $8.9M | ||
| Q1 24 | $213.7M | $-24.8M |
毛利率BRPINS
| Q4 25 | 27.6% | 82.8% | ||
| Q3 25 | — | 79.8% | ||
| Q2 25 | 37.3% | 79.7% | ||
| Q1 25 | 31.8% | 76.7% | ||
| Q4 24 | 27.9% | 82.9% | ||
| Q3 24 | 24.5% | 79.1% | ||
| Q2 24 | 35.5% | 78.3% | ||
| Q1 24 | 31.2% | 75.5% |
营业利润率BRPINS
| Q4 25 | 12.0% | 22.8% | ||
| Q3 25 | — | 5.6% | ||
| Q2 25 | 24.1% | -0.4% | ||
| Q1 25 | 19.0% | -4.1% | ||
| Q4 24 | 13.3% | 22.7% | ||
| Q3 24 | 9.4% | -0.7% | ||
| Q2 24 | 22.7% | -2.5% | ||
| Q1 24 | 17.5% | -7.4% |
净利率BRPINS
| Q4 25 | 16.6% | 21.0% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | 18.1% | 3.9% | ||
| Q1 25 | 13.4% | 1.0% | ||
| Q4 24 | 9.0% | 160.1% | ||
| Q3 24 | 5.6% | 3.4% | ||
| Q2 24 | 16.6% | 1.0% | ||
| Q1 24 | 12.4% | -3.4% |
每股收益（稀释后）BRPINS
| Q4 25 | $2.42 | $0.41 | ||
| Q3 25 | — | $0.13 | ||
| Q2 25 | $3.17 | $0.06 | ||
| Q1 25 | $2.05 | $0.01 | ||
| Q4 24 | $1.20 | $2.66 | ||
| Q3 24 | $0.68 | $0.04 | ||
| Q2 24 | $2.72 | $0.01 | ||
| Q1 24 | $1.79 | $-0.04 |
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 | $371.5M | $969.3M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.9B | $4.7B |
| 总资产 | $8.6B | $5.5B |
| 负债/权益比越低杠杆越低 | 1.10× | — |
8季度趋势，按日历期对齐
现金及短期投资BRPINS
| Q4 25 | $371.5M | $969.3M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $562.2M | $1.2B | ||
| Q1 25 | $317.9M | $1.3B | ||
| Q4 24 | $290.6M | $1.1B | ||
| Q3 24 | $293.5M | $1.0B | ||
| Q2 24 | $305.2M | $1.4B | ||
| Q1 24 | $236.4M | $1.6B |
总债务BRPINS
| Q4 25 | $3.2B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.5B | — |
股东权益BRPINS
| Q4 25 | $2.9B | $4.7B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | $2.7B | $4.8B | ||
| Q1 25 | $2.4B | $4.7B | ||
| Q4 24 | $2.2B | $4.8B | ||
| Q3 24 | $2.2B | $2.9B | ||
| Q2 24 | $2.2B | $3.2B | ||
| Q1 24 | $2.3B | $3.1B |
总资产BRPINS
| Q4 25 | $8.6B | $5.5B | ||
| Q3 25 | — | $5.5B | ||
| Q2 25 | $8.5B | $5.4B | ||
| Q1 25 | $8.3B | $5.3B | ||
| Q4 24 | $8.2B | $5.3B | ||
| Q3 24 | $8.0B | $3.5B | ||
| Q2 24 | $8.2B | $3.7B | ||
| Q1 24 | $8.2B | $3.7B |
负债/权益比BRPINS
| Q4 25 | 1.10× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.22× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.64× | — | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 1.55× | — | ||
| Q1 24 | 1.55× | — |
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 | — | $391.2M |
| 自由现金流经营现金流 - 资本支出 | — | $380.4M |
| 自由现金流率自由现金流/营收 | — | 28.8% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | $1.3B |
8季度趋势，按日历期对齐
经营现金流BRPINS
| Q4 25 | — | $391.2M | ||
| Q3 25 | — | $321.7M | ||
| Q2 25 | $699.7M | $207.7M | ||
| Q1 25 | $360.4M | $363.7M | ||
| Q4 24 | $236.7M | $254.0M | ||
| Q3 24 | $-125.5M | $248.0M | ||
| Q2 24 | $721.0M | $106.4M | ||
| Q1 24 | $207.4M | $356.1M |
自由现金流BRPINS
| Q4 25 | — | $380.4M | ||
| Q3 25 | — | $318.4M | ||
| Q2 25 | $684.1M | $196.7M | ||
| Q1 25 | $348.9M | $356.4M | ||
| Q4 24 | $227.9M | $250.2M | ||
| Q3 24 | $-133.4M | $244.1M | ||
| Q2 24 | $703.2M | $101.6M | ||
| Q1 24 | $184.6M | $344.0M |
自由现金流率BRPINS
| Q4 25 | — | 28.8% | ||
| Q3 25 | — | 30.3% | ||
| Q2 25 | 33.1% | 19.7% | ||
| Q1 25 | 19.3% | 41.7% | ||
| Q4 24 | 14.3% | 21.7% | ||
| Q3 24 | -9.4% | 27.2% | ||
| Q2 24 | 36.2% | 11.9% | ||
| Q1 24 | 10.7% | 46.5% |
资本支出强度BRPINS
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | 0.8% | 1.1% | ||
| Q1 25 | 0.6% | 0.9% | ||
| Q4 24 | 0.6% | 0.3% | ||
| Q3 24 | 0.6% | 0.4% | ||
| Q2 24 | 0.9% | 0.6% | ||
| Q1 24 | 1.3% | 1.6% |
现金转化率BRPINS
| Q4 25 | — | 1.41× | ||
| Q3 25 | — | 3.49× | ||
| Q2 25 | 1.87× | 5.36× | ||
| Q1 25 | 1.48× | 40.77× | ||
| Q4 24 | 1.66× | 0.14× | ||
| Q3 24 | -1.57× | 8.12× | ||
| Q2 24 | 2.23× | 11.98× | ||
| Q1 24 | 0.97× | — |
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
BR
| Recurring Fee Revenue Investor Communication Solutions | $589.5M | 34% |
| Recurring Fee Revenue Capital Markets | $300.9M | 18% |
| Recurring Fee Revenue Regulatory | $248.7M | 15% |
| Recurring Fee Revenue Customer Communications | $189.2M | 11% |
| Recurring Fee Revenue Wealth And Investment Management | $179.7M | 10% |
| Recurring Fee Revenue Data Driven Fund Solutions | $112.7M | 7% |
| Event Driven Revenue Mutual Funds | $51.4M | 3% |
| Event Driven Revenue Equity And Other | $39.2M | 2% |
| Global Technology And Operations | $7.5M | 0% |
PINS
| United States And Canada | $944.3M | 72% |
| Other | $375.0M | 28% |
