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BuzzFeed, Inc.（BZFD）与KKR Real Estate Finance Trust Inc.（KREF）财务数据对比。点击上方公司名可切换其他公司
BuzzFeed, Inc.的季度营收约是KKR Real Estate Finance Trust Inc.的1.2倍（$31.6M vs $25.8M），BuzzFeed, Inc.净利率更高（-48.0% vs -101.7%，领先53.8%），BuzzFeed, Inc.同比增速更快（-12.4% vs -26.6%），过去两年BuzzFeed, Inc.的营收复合增速更高（-12.4% vs -18.8%）
BuzzFeed Inc.是总部位于美国纽约的互联网数字媒体公司，主营新闻与娱乐内容业务，由乔纳·佩雷蒂与约翰·约翰逊三世于2006年创立，最初以追踪 viral 热门传播内容为核心方向，原赫芬顿邮报联合创始人肯尼思·勒勒作为联合创始投资人，现担任公司执行董事长。
KKR房地产金融信托公司是全球投资机构KKR旗下的专业房地产金融平台，主要发起、收购并管理优先担保商业地产贷款组合，抵押物多为美国各地的优质机构级商业地产，通过贷款利息收入为投资者提供稳定的经风险调整后的回报。
BZFD vs KREF — 直观对比
营收规模更大
BZFD
是对方的1.2倍
$25.8M
营收增速更快
BZFD
高出14.2%
-26.6%
净利率更高
BZFD
高出53.8%
-101.7%
两年增速更快
BZFD
近两年复合增速
-18.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $31.6M | $25.8M |
| 净利润 | $-15.1M | $-26.2M |
| 毛利率 | — | — |
| 营业利润率 | -42.7% | -105.1% |
| 净利率 | -48.0% | -101.7% |
| 营收同比 | -12.4% | -26.6% |
| 净利润同比 | -21.5% | -229.6% |
| 每股收益（稀释后） | — | $-0.49 |
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BZFDKREF
| Q1 26 | $31.6M | — | ||
| Q4 25 | $56.5M | $25.8M | ||
| Q3 25 | $46.3M | $25.3M | ||
| Q2 25 | $46.4M | $30.2M | ||
| Q1 25 | $36.0M | $31.3M | ||
| Q4 24 | $56.2M | $35.1M | ||
| Q3 24 | $55.6M | $37.0M | ||
| Q2 24 | $41.1M | $40.4M |
净利润BZFDKREF
| Q1 26 | $-15.1M | — | ||
| Q4 25 | $-26.8M | $-26.2M | ||
| Q3 25 | $-7.4M | $13.8M | ||
| Q2 25 | $-10.8M | $-29.7M | ||
| Q1 25 | $-12.7M | $-4.9M | ||
| Q4 24 | $31.0M | $20.3M | ||
| Q3 24 | $2.1M | $-7.4M | ||
| Q2 24 | $-7.5M | $25.8M |
营业利润率BZFDKREF
| Q1 26 | -42.7% | — | ||
| Q4 25 | -43.7% | -105.1% | ||
| Q3 25 | -12.9% | 50.4% | ||
| Q2 25 | -7.5% | -101.3% | ||
| Q1 25 | -38.1% | -18.3% | ||
| Q4 24 | 7.0% | 55.8% | ||
| Q3 24 | 2.8% | -19.6% | ||
| Q2 24 | -13.6% | 63.3% |
净利率BZFDKREF
| Q1 26 | -48.0% | — | ||
| Q4 25 | -47.4% | -101.7% | ||
| Q3 25 | -16.1% | 54.4% | ||
| Q2 25 | -23.3% | -98.5% | ||
| Q1 25 | -35.2% | -15.5% | ||
| Q4 24 | 55.2% | 57.7% | ||
| Q3 24 | 3.8% | -20.0% | ||
| Q2 24 | -18.2% | 63.9% |
每股收益（稀释后）BZFDKREF
| Q1 26 | — | — | ||
| Q4 25 | $-0.72 | $-0.49 | ||
| Q3 25 | $-0.20 | $0.12 | ||
| Q2 25 | $-0.28 | $-0.53 | ||
| Q1 25 | $-0.33 | $-0.15 | ||
| Q4 24 | $0.86 | $0.22 | ||
| Q3 24 | $0.05 | $-0.19 | ||
| Q2 24 | $-0.20 | $0.29 |
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 | $6.8M | $84.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $36.8M | $1.2B |
| 总资产 | $169.1M | $6.5B |
| 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BZFDKREF
| Q1 26 | $6.8M | — | ||
| Q4 25 | $8.5M | $84.6M | ||
| Q3 25 | $34.3M | $204.1M | ||
| Q2 25 | $29.7M | $107.7M | ||
| Q1 25 | $34.3M | $106.4M | ||
| Q4 24 | $22.4M | $104.9M | ||
| Q3 24 | $53.7M | $108.8M | ||
| Q2 24 | $45.5M | $107.2M |
股东权益BZFDKREF
| Q1 26 | $36.8M | — | ||
| Q4 25 | $49.4M | $1.2B | ||
| Q3 25 | $75.9M | $1.2B | ||
| Q2 25 | $81.1M | $1.2B | ||
| Q1 25 | $93.8M | $1.3B | ||
| Q4 24 | $104.8M | $1.3B | ||
| Q3 24 | $71.7M | $1.4B | ||
| Q2 24 | $67.2M | $1.4B |
总资产BZFDKREF
| Q1 26 | $169.1M | — | ||
| Q4 25 | $188.1M | $6.5B | ||
| Q3 25 | $211.2M | $6.5B | ||
| Q2 25 | $210.4M | $6.8B | ||
| Q1 25 | $203.2M | $6.6B | ||
| Q4 24 | $221.4M | $6.4B | ||
| Q3 24 | $276.5M | $6.8B | ||
| Q2 24 | $272.9M | $7.1B |
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 | — | $72.3M |
| 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 | 0.8% | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流BZFDKREF
| Q1 26 | — | — | ||
| Q4 25 | $-11.7M | $72.3M | ||
| Q3 25 | $1.7M | $18.5M | ||
| Q2 25 | $-10.1M | $21.1M | ||
| Q1 25 | $1.3M | $15.9M | ||
| Q4 24 | $-4.6M | $132.6M | ||
| Q3 24 | $9.6M | $49.1M | ||
| Q2 24 | $-12.4M | $30.6M |
自由现金流BZFDKREF
| Q1 26 | — | — | ||
| Q4 25 | $-12.0M | — | ||
| Q3 25 | $892.0K | — | ||
| Q2 25 | $-10.5M | — | ||
| Q1 25 | $956.0K | — | ||
| Q4 24 | $-4.7M | — | ||
| Q3 24 | $9.3M | — | ||
| Q2 24 | $-12.5M | — |
自由现金流率BZFDKREF
| Q1 26 | — | — | ||
| Q4 25 | -21.2% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | -22.7% | — | ||
| Q1 25 | 2.7% | — | ||
| Q4 24 | -8.4% | — | ||
| Q3 24 | 16.7% | — | ||
| Q2 24 | -30.5% | — |
资本支出强度BZFDKREF
| Q1 26 | 0.8% | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.3% | — |
现金转化率BZFDKREF
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.34× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.15× | 6.54× | ||
| Q3 24 | 4.59× | — | ||
| Q2 24 | — | 1.19× |
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
BZFD
| Advertising | $17.1M | 54% |
| Other | $7.5M | 24% |
| Commerce and other | $6.9M | 22% |
KREF
暂无分部数据
