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CarGurus, Inc.（CARG）与Cars.com Inc.（CARS）财务数据对比。点击上方公司名可切换其他公司
CarGurus, Inc.的季度营收约是Cars.com Inc.的1.1倍（$209.1M vs $183.9M）。Cars.com Inc.同比增速更快（1.9% vs -8.5%）。CarGurus, Inc.自由现金流更多（$81.9M vs $36.7M）。过去两年Cars.com Inc.的营收复合增速更高（1.0% vs -1.6%）
CarGurus是一家汽车研究与选购平台，在美国、英国和加拿大开展业务，为消费者和汽车经销商提供新二手车本地车源对比服务，同时支持用户与卖家直接联系，帮助购车群体高效适配心仪车辆，也为经销商搭建了精准的客户对接渠道。
Cars.com是1998年6月推出的美国汽车分类信息网站，目前是美国第二大汽车分类站点，该域名曾在2014年以8.72亿美元售出，是有史以来成交价最高的域名之一。公司总部位于伊利诺伊州芝加哥，旗下专业编辑团队还会为用户提供权威的汽车评测、行业资讯及购车研究内容。
CARG vs CARS — 直观对比
营收规模更大
CARG
是对方的1.1倍
$183.9M
营收增速更快
CARS
高出10.4%
-8.5%
自由现金流更多
CARG
多$45.2M
$36.7M
两年增速更快
CARS
近两年复合增速
-1.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $209.1M | $183.9M |
| 净利润 | $49.8M | — |
| 毛利率 | — | — |
| 营业利润率 | 57.0% | 11.8% |
| 净利率 | 23.8% | — |
| 营收同比 | -8.5% | 1.9% |
| 净利润同比 | 8.5% | — |
| 每股收益（稀释后） | $0.51 | $0.12 |
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CARGCARS
| Q4 25 | $209.1M | $183.9M | ||
| Q3 25 | $238.7M | $181.6M | ||
| Q2 25 | $234.0M | $178.7M | ||
| Q1 25 | $225.2M | $179.0M | ||
| Q4 24 | $228.5M | $180.4M | ||
| Q3 24 | $231.4M | $179.7M | ||
| Q2 24 | $218.7M | $178.9M | ||
| Q1 24 | $215.8M | $180.2M |
净利润CARGCARS
| Q4 25 | $49.8M | — | ||
| Q3 25 | $44.7M | $7.7M | ||
| Q2 25 | $22.3M | $7.0M | ||
| Q1 25 | $39.0M | $-2.0M | ||
| Q4 24 | $45.9M | — | ||
| Q3 24 | $22.5M | $18.7M | ||
| Q2 24 | $-68.7M | $11.4M | ||
| Q1 24 | $21.3M | $784.0K |
毛利率CARGCARS
| Q4 25 | — | — | ||
| Q3 25 | 89.5% | — | ||
| Q2 25 | 87.3% | — | ||
| Q1 25 | 88.7% | — | ||
| Q4 24 | 87.1% | — | ||
| Q3 24 | 78.9% | — | ||
| Q2 24 | 83.4% | — | ||
| Q1 24 | 81.1% | — |
营业利润率CARGCARS
| Q4 25 | 57.0% | 11.8% | ||
| Q3 25 | 22.9% | 9.3% | ||
| Q2 25 | 10.6% | 8.5% | ||
| Q1 25 | 20.3% | 3.6% | ||
| Q4 24 | 23.3% | 11.0% | ||
| Q3 24 | 11.9% | 6.4% | ||
| Q2 24 | -42.8% | 5.3% | ||
| Q1 24 | 12.2% | 7.1% |
净利率CARGCARS
| Q4 25 | 23.8% | — | ||
| Q3 25 | 18.7% | 4.2% | ||
| Q2 25 | 9.5% | 3.9% | ||
| Q1 25 | 17.3% | -1.1% | ||
| Q4 24 | 20.1% | — | ||
| Q3 24 | 9.7% | 10.4% | ||
| Q2 24 | -31.4% | 6.4% | ||
| Q1 24 | 9.9% | 0.4% |
每股收益（稀释后）CARGCARS
| Q4 25 | $0.51 | $0.12 | ||
| Q3 25 | $0.45 | $0.12 | ||
| Q2 25 | $0.22 | $0.11 | ||
| Q1 25 | $0.37 | $-0.03 | ||
| Q4 24 | $0.45 | $0.26 | ||
| Q3 24 | $0.21 | $0.28 | ||
| Q2 24 | $-0.66 | $0.17 | ||
| Q1 24 | $0.20 | $0.01 |
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 | $190.5M | $56.2M |
| 总债务越低越好 | $0 | $455.0M |
| 股东权益账面价值 | $374.2M | $472.5M |
| 总资产 | $661.9M | $1.1B |
| 负债/权益比越低杠杆越低 | 0.00× | 0.96× |
8季度趋势，按日历期对齐
现金及短期投资CARGCARS
| Q4 25 | $190.5M | $56.2M | ||
| Q3 25 | $178.8M | $55.1M | ||
| Q2 25 | $231.2M | $27.7M | ||
| Q1 25 | $172.9M | $31.4M | ||
| Q4 24 | $304.2M | $50.7M | ||
| Q3 24 | $246.7M | $49.6M | ||
| Q2 24 | $216.2M | $29.1M | ||
| Q1 24 | $246.3M | $31.4M |
总债务CARGCARS
| Q4 25 | $0 | $455.0M | ||
| Q3 25 | $0 | — | ||
| Q2 25 | $0 | — | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $0 | $460.0M | ||
| Q3 24 | $0 | — | ||
| Q2 24 | $0 | — | ||
| Q1 24 | $0 | — |
股东权益CARGCARS
| Q4 25 | $374.2M | $472.5M | ||
| Q3 25 | $375.4M | $477.6M | ||
| Q2 25 | $435.5M | $483.2M | ||
| Q1 25 | $402.1M | $489.9M | ||
| Q4 24 | $541.7M | $511.5M | ||
| Q3 24 | $483.5M | $502.4M | ||
| Q2 24 | $452.1M | $496.9M | ||
| Q1 24 | $568.4M | $481.4M |
总资产CARGCARS
| Q4 25 | $661.9M | $1.1B | ||
| Q3 25 | $660.5M | $1.1B | ||
| Q2 25 | $726.1M | $1.1B | ||
| Q1 25 | $689.1M | $1.1B | ||
| Q4 24 | $824.5M | $1.1B | ||
| Q3 24 | $778.2M | $1.1B | ||
| Q2 24 | $753.3M | $1.1B | ||
| Q1 24 | $870.8M | $1.1B |
负债/权益比CARGCARS
| Q4 25 | 0.00× | 0.96× | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | 0.90× | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — | ||
| Q1 24 | 0.00× | — |
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 | $83.1M | $37.1M |
| 自由现金流经营现金流 - 资本支出 | $81.9M | $36.7M |
| 自由现金流率自由现金流/营收 | 39.2% | 20.0% |
| 资本支出强度资本支出/营收 | 0.6% | 0.2% |
| 现金转化率经营现金流/净利润 | 1.67× | — |
| 过去12个月自由现金流最近4个季度 | $288.9M | $147.4M |
8季度趋势，按日历期对齐
经营现金流CARGCARS
| Q4 25 | $83.1M | $37.1M | ||
| Q3 25 | $71.2M | $58.8M | ||
| Q2 25 | $73.1M | $26.2M | ||
| Q1 25 | $67.9M | $29.5M | ||
| Q4 24 | $75.7M | $30.0M | ||
| Q3 24 | $56.2M | $53.8M | ||
| Q2 24 | $71.6M | $35.3M | ||
| Q1 24 | $52.0M | $33.5M |
自由现金流CARGCARS
| Q4 25 | $81.9M | $36.7M | ||
| Q3 25 | $69.8M | $58.3M | ||
| Q2 25 | $71.5M | $23.7M | ||
| Q1 25 | $65.6M | $28.6M | ||
| Q4 24 | $65.5M | $29.1M | ||
| Q3 24 | $45.9M | $52.8M | ||
| Q2 24 | $45.6M | $34.9M | ||
| Q1 24 | $23.3M | $32.8M |
自由现金流率CARGCARS
| Q4 25 | 39.2% | 20.0% | ||
| Q3 25 | 29.2% | 32.1% | ||
| Q2 25 | 30.6% | 13.3% | ||
| Q1 25 | 29.2% | 16.0% | ||
| Q4 24 | 28.7% | 16.1% | ||
| Q3 24 | 19.8% | 29.4% | ||
| Q2 24 | 20.9% | 19.5% | ||
| Q1 24 | 10.8% | 18.2% |
资本支出强度CARGCARS
| Q4 25 | 0.6% | 0.2% | ||
| Q3 25 | 0.6% | 0.3% | ||
| Q2 25 | 0.7% | 1.4% | ||
| Q1 25 | 1.0% | 0.5% | ||
| Q4 24 | 4.5% | 0.5% | ||
| Q3 24 | 4.4% | 0.5% | ||
| Q2 24 | 11.9% | 0.2% | ||
| Q1 24 | 13.3% | 0.4% |
现金转化率CARGCARS
| Q4 25 | 1.67× | — | ||
| Q3 25 | 1.59× | 7.68× | ||
| Q2 25 | 3.27× | 3.74× | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 1.65× | — | ||
| Q3 24 | 2.50× | 2.87× | ||
| Q2 24 | — | 3.10× | ||
| Q1 24 | 2.44× | 42.69× |
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
CARG
| US | $187.0M | 89% |
| Non Us | $22.1M | 11% |
CARS
| Dealer | $164.4M | 89% |
| Sales Channel Through Oem And National | $16.2M | 9% |
| Sales Channel Through Other | $3.3M | 2% |
