vs
安飞士巴吉集团(CAR)与CoreWeave, Inc.(CRWV)财务数据对比。点击上方公司名可切换其他公司
安飞士巴吉集团的季度营收约是CoreWeave, Inc.的1.7倍($2.7B vs $1.6B),安飞士巴吉集团净利率更高(-28.0% vs -28.7%,领先0.7%)
安飞士巴吉集团是一家总部位于美国新泽西州帕西帕尼的汽车租赁控股企业,旗下拥有安飞士租车、巴吉租车、巴吉卡车租赁、Payless租车、Zipcar等多个品牌,为全球用户提供多元的汽车及卡车租赁服务。
CoreWeave是总部位于美国新泽西州利文斯顿的人工智能云计算企业,专注为AI开发者及各行业企业客户提供云侧图形处理器(GPU)算力基础设施,同时自主研发芯片管理相关软件。
CAR vs CRWV — 直观对比
营收规模更大
CAR
是对方的1.7倍
$1.6B
净利率更高
CAR
高出0.7%
-28.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.7B | $1.6B |
| 净利润 | $-747.0M | $-451.7M |
| 毛利率 | — | 67.6% |
| 营业利润率 | -27.8% | -5.7% |
| 净利率 | -28.0% | -28.7% |
| 营收同比 | -1.7% | — |
| 净利润同比 | 61.8% | — |
| 每股收益(稀释后) | $-21.11 | $-0.50 |
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
CAR
CRWV
| Q4 25 | $2.7B | $1.6B | ||
| Q3 25 | $3.5B | $1.4B | ||
| Q2 25 | $3.0B | $1.2B | ||
| Q1 25 | $2.4B | $981.6M | ||
| Q4 24 | $2.7B | — | ||
| Q3 24 | $3.5B | $583.9M | ||
| Q2 24 | $3.0B | $395.4M | ||
| Q1 24 | $2.6B | — |
净利润
CAR
CRWV
| Q4 25 | $-747.0M | $-451.7M | ||
| Q3 25 | $359.0M | $-110.1M | ||
| Q2 25 | $4.0M | $-290.5M | ||
| Q1 25 | $-505.0M | $-314.6M | ||
| Q4 24 | $-2.0B | — | ||
| Q3 24 | $237.0M | $-359.8M | ||
| Q2 24 | $14.0M | $-323.0M | ||
| Q1 24 | $-114.0M | — |
毛利率
CAR
CRWV
| Q4 25 | — | 67.6% | ||
| Q3 25 | — | 73.0% | ||
| Q2 25 | — | 74.2% | ||
| Q1 25 | — | 73.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 75.5% | ||
| Q2 24 | — | 72.5% | ||
| Q1 24 | — | — |
营业利润率
CAR
CRWV
| Q4 25 | -27.8% | -5.7% | ||
| Q3 25 | 13.4% | 3.8% | ||
| Q2 25 | 0.5% | 1.6% | ||
| Q1 25 | -27.9% | -2.8% | ||
| Q4 24 | -104.8% | — | ||
| Q3 24 | 9.5% | 20.1% | ||
| Q2 24 | 0.9% | 19.7% | ||
| Q1 24 | -5.6% | — |
净利率
CAR
CRWV
| Q4 25 | -28.0% | -28.7% | ||
| Q3 25 | 10.2% | -8.1% | ||
| Q2 25 | 0.1% | -24.0% | ||
| Q1 25 | -20.8% | -32.1% | ||
| Q4 24 | -72.3% | — | ||
| Q3 24 | 6.8% | -61.6% | ||
| Q2 24 | 0.5% | -81.7% | ||
| Q1 24 | -4.5% | — |
每股收益(稀释后)
CAR
CRWV
| Q4 25 | $-21.11 | $-0.50 | ||
| Q3 25 | $10.11 | $-0.22 | ||
| Q2 25 | $0.10 | $-0.60 | ||
| Q1 25 | $-14.35 | $-1.49 | ||
| Q4 24 | $-55.08 | — | ||
| Q3 24 | $6.65 | $-1.82 | ||
| Q2 24 | $0.41 | $-1.62 | ||
| Q1 24 | $-3.21 | — |
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 | $519.0M | $3.2B |
| 总债务越低越好 | — | $21.4B |
| 股东权益账面价值 | $-3.1B | $3.3B |
| 总资产 | $31.3B | $49.3B |
| 负债/权益比越低杠杆越低 | — | 6.41× |
8季度趋势,按日历期对齐
现金及短期投资
CAR
CRWV
| Q4 25 | $519.0M | $3.2B | ||
| Q3 25 | $564.0M | $1.9B | ||
| Q2 25 | $541.0M | $1.2B | ||
| Q1 25 | $516.0M | $1.3B | ||
| Q4 24 | $534.0M | — | ||
| Q3 24 | $602.0M | $1.4B | ||
| Q2 24 | $511.0M | $1.0B | ||
| Q1 24 | $522.0M | — |
总债务
CAR
CRWV
| Q4 25 | — | $21.4B | ||
| Q3 25 | — | $14.0B | ||
| Q2 25 | — | $11.1B | ||
| Q1 25 | — | $8.7B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
CAR
CRWV
| Q4 25 | $-3.1B | $3.3B | ||
| Q3 25 | $-2.4B | $3.9B | ||
| Q2 25 | $-2.7B | $2.7B | ||
| Q1 25 | $-2.8B | $1.9B | ||
| Q4 24 | $-2.3B | — | ||
| Q3 24 | $-238.0M | $-344.0M | ||
| Q2 24 | $-490.0M | $-1.0B | ||
| Q1 24 | $-515.0M | — |
总资产
CAR
CRWV
| Q4 25 | $31.3B | $49.3B | ||
| Q3 25 | $32.5B | $32.9B | ||
| Q2 25 | $32.4B | $26.2B | ||
| Q1 25 | $29.0B | $21.9B | ||
| Q4 24 | $29.0B | — | ||
| Q3 24 | $32.7B | — | ||
| Q2 24 | $33.9B | — | ||
| Q1 24 | $33.5B | — |
负债/权益比
CAR
CRWV
| Q4 25 | — | 6.41× | ||
| Q3 25 | — | 3.62× | ||
| Q2 25 | — | 4.16× | ||
| Q1 25 | — | 4.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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 | $437.0M | $1.6B |
| 自由现金流经营现金流 - 资本支出 | — | $-2.5B |
| 自由现金流率自由现金流/营收 | — | -159.1% |
| 资本支出强度资本支出/营收 | — | 258.3% |
| 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 | — | $-7.3B |
8季度趋势,按日历期对齐
经营现金流
CAR
CRWV
| Q4 25 | $437.0M | $1.6B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $837.0M | $-251.3M | ||
| Q1 25 | $619.0M | $61.2M | ||
| Q4 24 | $772.0M | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $884.0M | — | ||
| Q1 24 | $589.0M | — |
自由现金流
CAR
CRWV
| Q4 25 | — | $-2.5B | ||
| Q3 25 | — | $-699.8M | ||
| Q2 25 | — | $-2.7B | ||
| Q1 25 | — | $-1.3B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率
CAR
CRWV
| Q4 25 | — | -159.1% | ||
| Q3 25 | — | -51.3% | ||
| Q2 25 | — | -223.0% | ||
| Q1 25 | — | -137.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度
CAR
CRWV
| Q4 25 | — | 258.3% | ||
| Q3 25 | — | 175.1% | ||
| Q2 25 | — | 202.3% | ||
| Q1 25 | — | 143.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率
CAR
CRWV
| Q4 25 | — | — | ||
| Q3 25 | 3.91× | — | ||
| Q2 25 | 209.25× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 5.37× | — | ||
| Q2 24 | 63.14× | — | ||
| 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
CAR
| Avis | $1.5B | 57% |
| Budget | $979.0M | 37% |
| Other Brands | $171.0M | 6% |
CRWV
| US | $1.4B | 92% |
| Non Us | $129.3M | 8% |