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BuzzFeed, Inc.（BZFD）与Repay Holdings Corp（RPAY）财务数据对比。点击上方公司名可切换其他公司
Repay Holdings Corp的季度营收约是BuzzFeed, Inc.的1.4倍（$78.6M vs $56.5M），BuzzFeed, Inc.净利率更高（-47.4% vs -178.3%，领先130.9%），BuzzFeed, Inc.同比增速更快（0.6% vs 0.4%），Repay Holdings Corp自由现金流更多（$23.2M vs $-12.0M），过去两年BuzzFeed, Inc.的营收复合增速更高（23.6% vs -1.3%）
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。
Repay Holdings Corp是一家聚焦北美市场的支付技术服务商，为零售、医疗、汽车服务、电商等领域的企业提供整合支付处理方案，涵盖银行卡收单、ACH转账、POS系统集成等数字化支付工具，助力客户简化交易流程、提升运营效率。
BZFD vs RPAY — 直观对比
营收规模更大
RPAY
是对方的1.4倍
$56.5M
营收增速更快
BZFD
高出0.2%
0.4%
净利率更高
BZFD
高出130.9%
-178.3%
自由现金流更多
RPAY
多$35.2M
$-12.0M
两年增速更快
BZFD
近两年复合增速
-1.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $56.5M | $78.6M |
| 净利润 | $-26.8M | $-140.1M |
| 毛利率 | — | 74.2% |
| 营业利润率 | -43.7% | -182.2% |
| 净利率 | -47.4% | -178.3% |
| 营收同比 | 0.6% | 0.4% |
| 净利润同比 | -186.4% | -3304.1% |
| 每股收益（稀释后） | $-0.72 | $-1.68 |
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BZFDRPAY
| Q4 25 | $56.5M | $78.6M | ||
| Q3 25 | $46.3M | $77.7M | ||
| Q2 25 | $46.4M | $75.6M | ||
| Q1 25 | $36.0M | $77.3M | ||
| Q4 24 | $56.2M | $78.3M | ||
| Q3 24 | $55.6M | $79.1M | ||
| Q2 24 | $41.1M | $74.9M | ||
| Q1 24 | $37.0M | $80.7M |
净利润BZFDRPAY
| Q4 25 | $-26.8M | $-140.1M | ||
| Q3 25 | $-7.4M | $-6.4M | ||
| Q2 25 | $-10.8M | $-102.3M | ||
| Q1 25 | $-12.7M | $-7.9M | ||
| Q4 24 | $31.0M | $-4.1M | ||
| Q3 24 | $2.1M | $3.2M | ||
| Q2 24 | $-7.5M | $-4.1M | ||
| Q1 24 | $-35.7M | $-5.2M |
毛利率BZFDRPAY
| Q4 25 | — | 74.2% | ||
| Q3 25 | — | 74.4% | ||
| Q2 25 | — | 75.7% | ||
| Q1 25 | — | 75.9% | ||
| Q4 24 | — | 76.3% | ||
| Q3 24 | — | 77.8% | ||
| Q2 24 | — | 78.2% | ||
| Q1 24 | — | 76.2% |
营业利润率BZFDRPAY
| Q4 25 | -43.7% | -182.2% | ||
| Q3 25 | -12.9% | -3.9% | ||
| Q2 25 | -7.5% | -138.7% | ||
| Q1 25 | -38.1% | -4.7% | ||
| Q4 24 | 7.0% | -1.5% | ||
| Q3 24 | 2.8% | -0.9% | ||
| Q2 24 | -13.6% | -4.6% | ||
| Q1 24 | -63.4% | -3.1% |
净利率BZFDRPAY
| Q4 25 | -47.4% | -178.3% | ||
| Q3 25 | -16.1% | -8.3% | ||
| Q2 25 | -23.3% | -135.2% | ||
| Q1 25 | -35.2% | -10.3% | ||
| Q4 24 | 55.2% | -5.3% | ||
| Q3 24 | 3.8% | 4.1% | ||
| Q2 24 | -18.2% | -5.4% | ||
| Q1 24 | -96.5% | -6.5% |
每股收益（稀释后）BZFDRPAY
| Q4 25 | $-0.72 | $-1.68 | ||
| Q3 25 | $-0.20 | $-0.08 | ||
| Q2 25 | $-0.28 | $-1.15 | ||
| Q1 25 | $-0.33 | $-0.09 | ||
| Q4 24 | $0.86 | $-0.04 | ||
| Q3 24 | $0.05 | $0.03 | ||
| Q2 24 | $-0.20 | $-0.04 | ||
| Q1 24 | $-0.98 | $-0.06 |
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 | $8.5M | $115.7M |
| 总债务越低越好 | — | $280.1M |
| 股东权益账面价值 | $49.4M | $484.4M |
| 总资产 | $188.1M | $1.2B |
| 负债/权益比越低杠杆越低 | — | 0.58× |
8季度趋势，按日历期对齐
现金及短期投资BZFDRPAY
| Q4 25 | $8.5M | $115.7M | ||
| Q3 25 | $34.3M | $95.7M | ||
| Q2 25 | $29.7M | $162.6M | ||
| Q1 25 | $34.3M | $165.5M | ||
| Q4 24 | $22.4M | $189.5M | ||
| Q3 24 | $53.7M | $168.7M | ||
| Q2 24 | $45.5M | $147.1M | ||
| Q1 24 | $44.5M | $128.3M |
总债务BZFDRPAY
| Q4 25 | — | $280.1M | ||
| Q3 25 | — | $279.5M | ||
| Q2 25 | — | $279.0M | ||
| Q1 25 | — | $497.6M | ||
| Q4 24 | — | $496.8M | ||
| Q3 24 | — | $496.2M | ||
| Q2 24 | — | $435.6M | ||
| Q1 24 | — | $434.9M |
股东权益BZFDRPAY
| Q4 25 | $49.4M | $484.4M | ||
| Q3 25 | $75.9M | $616.9M | ||
| Q2 25 | $81.1M | $633.7M | ||
| Q1 25 | $93.8M | $755.7M | ||
| Q4 24 | $104.8M | $761.3M | ||
| Q3 24 | $71.7M | $754.7M | ||
| Q2 24 | $67.2M | $815.4M | ||
| Q1 24 | $73.7M | $813.8M |
总资产BZFDRPAY
| Q4 25 | $188.1M | $1.2B | ||
| Q3 25 | $211.2M | $1.3B | ||
| Q2 25 | $210.4M | $1.4B | ||
| Q1 25 | $203.2M | $1.5B | ||
| Q4 24 | $221.4M | $1.6B | ||
| Q3 24 | $276.5M | $1.6B | ||
| Q2 24 | $272.9M | $1.5B | ||
| Q1 24 | $299.0M | $1.5B |
负债/权益比BZFDRPAY
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 0.53× | ||
| Q1 24 | — | 0.53× |
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 | $-11.7M | $23.3M |
| 自由现金流经营现金流 - 资本支出 | $-12.0M | $23.2M |
| 自由现金流率自由现金流/营收 | -21.2% | 29.6% |
| 资本支出强度资本支出/营收 | 0.5% | 0.1% |
| 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 | $-20.7M | $90.7M |
8季度趋势，按日历期对齐
经营现金流BZFDRPAY
| Q4 25 | $-11.7M | $23.3M | ||
| Q3 25 | $1.7M | $32.2M | ||
| Q2 25 | $-10.1M | $33.1M | ||
| Q1 25 | $1.3M | $2.5M | ||
| Q4 24 | $-4.6M | $34.3M | ||
| Q3 24 | $9.6M | $60.1M | ||
| Q2 24 | $-12.4M | $31.0M | ||
| Q1 24 | $-13.3M | $24.8M |
自由现金流BZFDRPAY
| Q4 25 | $-12.0M | $23.2M | ||
| Q3 25 | $892.0K | $32.1M | ||
| Q2 25 | $-10.5M | $33.0M | ||
| Q1 25 | $956.0K | $2.4M | ||
| Q4 24 | $-4.7M | $34.0M | ||
| Q3 24 | $9.3M | $59.8M | ||
| Q2 24 | $-12.5M | $30.5M | ||
| Q1 24 | $-13.4M | $24.7M |
自由现金流率BZFDRPAY
| Q4 25 | -21.2% | 29.6% | ||
| Q3 25 | 1.9% | 41.3% | ||
| Q2 25 | -22.7% | 43.6% | ||
| Q1 25 | 2.7% | 3.0% | ||
| Q4 24 | -8.4% | 43.5% | ||
| Q3 24 | 16.7% | 75.6% | ||
| Q2 24 | -30.5% | 40.7% | ||
| Q1 24 | -36.2% | 30.6% |
资本支出强度BZFDRPAY
| Q4 25 | 0.5% | 0.1% | ||
| Q3 25 | 1.8% | 0.2% | ||
| Q2 25 | 1.0% | 0.1% | ||
| Q1 25 | 1.1% | 0.2% | ||
| Q4 24 | 0.3% | 0.3% | ||
| Q3 24 | 0.5% | 0.3% | ||
| Q2 24 | 0.3% | 0.6% | ||
| Q1 24 | 0.2% | 0.1% |
现金转化率BZFDRPAY
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.15× | — | ||
| Q3 24 | 4.59× | 18.52× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $25.6M | 45% |
| Commerce And Other | $16.3M | 29% |
| Content | $14.7M | 26% |
RPAY
| Sales Channel Directly To Consumer | $69.4M | 88% |
| Other | $6.8M | 9% |
| Sales Channel Through Intermediary | $2.3M | 3% |
