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CarGurus, Inc.（CARG）与南玻集团（CSGS）财务数据对比。点击上方公司名可切换其他公司
南玻集团的季度营收约是CarGurus, Inc.的1.5倍（$323.1M vs $209.1M）。CarGurus, Inc.净利率更高（23.8% vs 2.2%，领先21.6%）。南玻集团同比增速更快（2.0% vs -8.5%）。CarGurus, Inc.自由现金流更多（$81.9M vs $55.8M）。过去两年南玻集团的营收复合增速更高（4.6% 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。
中国南玻集团股份有限公司是中国规模最大的建筑玻璃生产商，业务涵盖浮法玻璃、建筑玻璃、显示玻璃、汽车玻璃、镀膜玻璃、镜子、彩滤玻璃、太阳能玻璃及节能玻璃等各类玻璃产品的研发、生产与销售，产品广泛应用于建筑、消费电子、新能源汽车、光伏等多个领域。
CARG vs CSGS — 直观对比
营收规模更大
CSGS
是对方的1.5倍
$209.1M
营收增速更快
CSGS
高出10.5%
-8.5%
净利率更高
CARG
高出21.6%
2.2%
自由现金流更多
CARG
多$26.1M
$55.8M
两年增速更快
CSGS
近两年复合增速
-1.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $209.1M | $323.1M |
| 净利润 | $49.8M | $7.0M |
| 毛利率 | — | 50.0% |
| 营业利润率 | 57.0% | 9.0% |
| 净利率 | 23.8% | 2.2% |
| 营收同比 | -8.5% | 2.0% |
| 净利润同比 | 8.5% | -79.7% |
| 每股收益（稀释后） | $0.51 | $0.24 |
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CARGCSGS
| Q4 25 | $209.1M | $323.1M | ||
| Q3 25 | $238.7M | $303.6M | ||
| Q2 25 | $234.0M | $297.1M | ||
| Q1 25 | $225.2M | $299.5M | ||
| Q4 24 | $228.5M | $316.7M | ||
| Q3 24 | $231.4M | $295.1M | ||
| Q2 24 | $218.7M | $290.3M | ||
| Q1 24 | $215.8M | $295.1M |
净利润CARGCSGS
| Q4 25 | $49.8M | $7.0M | ||
| Q3 25 | $44.7M | $20.5M | ||
| Q2 25 | $22.3M | $12.3M | ||
| Q1 25 | $39.0M | $16.1M | ||
| Q4 24 | $45.9M | $34.5M | ||
| Q3 24 | $22.5M | $19.1M | ||
| Q2 24 | $-68.7M | $13.8M | ||
| Q1 24 | $21.3M | $19.5M |
毛利率CARGCSGS
| Q4 25 | — | 50.0% | ||
| Q3 25 | 89.5% | 48.1% | ||
| Q2 25 | 87.3% | 49.5% | ||
| Q1 25 | 88.7% | 48.4% | ||
| Q4 24 | 87.1% | 51.3% | ||
| Q3 24 | 78.9% | 49.4% | ||
| Q2 24 | 83.4% | 47.3% | ||
| Q1 24 | 81.1% | 46.5% |
营业利润率CARGCSGS
| Q4 25 | 57.0% | 9.0% | ||
| Q3 25 | 22.9% | 10.0% | ||
| Q2 25 | 10.6% | 10.0% | ||
| Q1 25 | 20.3% | 9.8% | ||
| Q4 24 | 23.3% | 13.4% | ||
| Q3 24 | 11.9% | 10.8% | ||
| Q2 24 | -42.8% | 8.8% | ||
| Q1 24 | 12.2% | 10.8% |
净利率CARGCSGS
| Q4 25 | 23.8% | 2.2% | ||
| Q3 25 | 18.7% | 6.7% | ||
| Q2 25 | 9.5% | 4.1% | ||
| Q1 25 | 17.3% | 5.4% | ||
| Q4 24 | 20.1% | 10.9% | ||
| Q3 24 | 9.7% | 6.5% | ||
| Q2 24 | -31.4% | 4.8% | ||
| Q1 24 | 9.9% | 6.6% |
每股收益（稀释后）CARGCSGS
| Q4 25 | $0.51 | $0.24 | ||
| Q3 25 | $0.45 | $0.73 | ||
| Q2 25 | $0.22 | $0.44 | ||
| Q1 25 | $0.37 | $0.57 | ||
| Q4 24 | $0.45 | $1.20 | ||
| Q3 24 | $0.21 | $0.67 | ||
| Q2 24 | $-0.66 | $0.48 | ||
| Q1 24 | $0.20 | $0.68 |
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 | $180.0M |
| 总债务越低越好 | $0 | $539.5M |
| 股东权益账面价值 | $374.2M | $283.7M |
| 总资产 | $661.9M | $1.5B |
| 负债/权益比越低杠杆越低 | 0.00× | 1.90× |
8季度趋势，按日历期对齐
现金及短期投资CARGCSGS
| Q4 25 | $190.5M | $180.0M | ||
| Q3 25 | $178.8M | $158.4M | ||
| Q2 25 | $231.2M | $145.9M | ||
| Q1 25 | $172.9M | $136.0M | ||
| Q4 24 | $304.2M | $161.8M | ||
| Q3 24 | $246.7M | $118.4M | ||
| Q2 24 | $216.2M | $110.4M | ||
| Q1 24 | $246.3M | $120.8M |
总债务CARGCSGS
| Q4 25 | $0 | $539.5M | ||
| Q3 25 | $0 | $538.6M | ||
| Q2 25 | $0 | $537.8M | ||
| Q1 25 | $0 | $537.6M | ||
| Q4 24 | $0 | $538.5M | ||
| Q3 24 | $0 | $539.5M | ||
| Q2 24 | $0 | $540.5M | ||
| Q1 24 | $0 | $541.5M |
股东权益CARGCSGS
| Q4 25 | $374.2M | $283.7M | ||
| Q3 25 | $375.4M | $289.5M | ||
| Q2 25 | $435.5M | $290.7M | ||
| Q1 25 | $402.1M | $283.1M | ||
| Q4 24 | $541.7M | $282.6M | ||
| Q3 24 | $483.5M | $288.4M | ||
| Q2 24 | $452.1M | $273.3M | ||
| Q1 24 | $568.4M | $269.3M |
总资产CARGCSGS
| Q4 25 | $661.9M | $1.5B | ||
| Q3 25 | $660.5M | $1.5B | ||
| Q2 25 | $726.1M | $1.4B | ||
| Q1 25 | $689.1M | $1.4B | ||
| Q4 24 | $824.5M | $1.5B | ||
| Q3 24 | $778.2M | $1.4B | ||
| Q2 24 | $753.3M | $1.4B | ||
| Q1 24 | $870.8M | $1.3B |
负债/权益比CARGCSGS
| Q4 25 | 0.00× | 1.90× | ||
| Q3 25 | 0.00× | 1.86× | ||
| Q2 25 | 0.00× | 1.85× | ||
| Q1 25 | 0.00× | 1.90× | ||
| Q4 24 | 0.00× | 1.91× | ||
| Q3 24 | 0.00× | 1.87× | ||
| Q2 24 | 0.00× | 1.98× | ||
| Q1 24 | 0.00× | 2.01× |
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 | $59.2M |
| 自由现金流经营现金流 - 资本支出 | $81.9M | $55.8M |
| 自由现金流率自由现金流/营收 | 39.2% | 17.3% |
| 资本支出强度资本支出/营收 | 0.6% | 1.1% |
| 现金转化率经营现金流/净利润 | 1.67× | 8.46× |
| 过去12个月自由现金流最近4个季度 | $288.9M | $141.4M |
8季度趋势，按日历期对齐
经营现金流CARGCSGS
| Q4 25 | $83.1M | $59.2M | ||
| Q3 25 | $71.2M | $47.9M | ||
| Q2 25 | $73.1M | $37.3M | ||
| Q1 25 | $67.9M | $11.5M | ||
| Q4 24 | $75.7M | $82.5M | ||
| Q3 24 | $56.2M | $39.5M | ||
| Q2 24 | $71.6M | $43.1M | ||
| Q1 24 | $52.0M | $-29.4M |
自由现金流CARGCSGS
| Q4 25 | $81.9M | $55.8M | ||
| Q3 25 | $69.8M | $43.9M | ||
| Q2 25 | $71.5M | $34.6M | ||
| Q1 25 | $65.6M | $7.1M | ||
| Q4 24 | $65.5M | $76.6M | ||
| Q3 24 | $45.9M | $32.0M | ||
| Q2 24 | $45.6M | $38.8M | ||
| Q1 24 | $23.3M | $-34.1M |
自由现金流率CARGCSGS
| Q4 25 | 39.2% | 17.3% | ||
| Q3 25 | 29.2% | 14.5% | ||
| Q2 25 | 30.6% | 11.6% | ||
| Q1 25 | 29.2% | 2.4% | ||
| Q4 24 | 28.7% | 24.2% | ||
| Q3 24 | 19.8% | 10.8% | ||
| Q2 24 | 20.9% | 13.4% | ||
| Q1 24 | 10.8% | -11.6% |
资本支出强度CARGCSGS
| Q4 25 | 0.6% | 1.1% | ||
| Q3 25 | 0.6% | 1.3% | ||
| Q2 25 | 0.7% | 0.9% | ||
| Q1 25 | 1.0% | 1.5% | ||
| Q4 24 | 4.5% | 1.9% | ||
| Q3 24 | 4.4% | 2.5% | ||
| Q2 24 | 11.9% | 1.5% | ||
| Q1 24 | 13.3% | 1.6% |
现金转化率CARGCSGS
| Q4 25 | 1.67× | 8.46× | ||
| Q3 25 | 1.59× | 2.34× | ||
| Q2 25 | 3.27× | 3.04× | ||
| Q1 25 | 1.74× | 0.71× | ||
| Q4 24 | 1.65× | 2.39× | ||
| Q3 24 | 2.50× | 2.07× | ||
| Q2 24 | — | 3.12× | ||
| Q1 24 | 2.44× | -1.51× |
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% |
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
