vs
Cars.com Inc.(CARS)与PEGASYSTEMS INC(PEGA)财务数据对比。点击上方公司名可切换其他公司
PEGASYSTEMS INC的季度营收约是Cars.com Inc.的2.3倍($430.0M vs $183.9M)。Cars.com Inc.同比增速更快(1.9% vs -9.6%)。PEGASYSTEMS INC自由现金流更多($206.5M vs $36.7M)。过去两年PEGASYSTEMS INC的营收复合增速更高(10.7% vs 1.0%)
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。
Pegasystems Inc.(简称Pega)是1983年成立的全球软件企业,总部位于美国马萨诸塞州沃尔瑟姆,1996年于纳斯达克上市,股票代码PEGA。公司主打低代码平台,面向企业客户提供工作流自动化、生成式AI驱动决策等相关解决方案。
CARS vs PEGA — 直观对比
营收规模更大
PEGA
是对方的2.3倍
$183.9M
营收增速更快
CARS
高出11.5%
-9.6%
自由现金流更多
PEGA
多$169.8M
$36.7M
两年增速更快
PEGA
近两年复合增速
1.0%
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $183.9M | $430.0M |
| 净利润 | — | $32.8M |
| 毛利率 | — | 75.2% |
| 营业利润率 | 11.8% | 8.6% |
| 净利率 | — | 7.6% |
| 营收同比 | 1.9% | -9.6% |
| 净利润同比 | — | -61.6% |
| 每股收益(稀释后) | $0.12 | $0.18 |
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
CARS
PEGA
| Q1 26 | — | $430.0M | ||
| Q4 25 | $183.9M | $504.3M | ||
| Q3 25 | $181.6M | $381.4M | ||
| Q2 25 | $178.7M | $384.5M | ||
| Q1 25 | $179.0M | $475.6M | ||
| Q4 24 | $180.4M | $490.8M | ||
| Q3 24 | $179.7M | $325.1M | ||
| Q2 24 | $178.9M | $351.2M |
净利润
CARS
PEGA
| Q1 26 | — | $32.8M | ||
| Q4 25 | — | $234.6M | ||
| Q3 25 | $7.7M | $43.4M | ||
| Q2 25 | $7.0M | $30.1M | ||
| Q1 25 | $-2.0M | $85.4M | ||
| Q4 24 | — | $119.1M | ||
| Q3 24 | $18.7M | $-14.4M | ||
| Q2 24 | $11.4M | $6.6M |
毛利率
CARS
PEGA
| Q1 26 | — | 75.2% | ||
| Q4 25 | — | 79.5% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | — | 71.5% | ||
| Q1 25 | — | 78.5% | ||
| Q4 24 | — | 79.1% | ||
| Q3 24 | — | 70.2% | ||
| Q2 24 | — | 72.4% |
营业利润率
CARS
PEGA
| Q1 26 | — | 8.6% | ||
| Q4 25 | 11.8% | 20.7% | ||
| Q3 25 | 9.3% | 3.8% | ||
| Q2 25 | 8.5% | 4.5% | ||
| Q1 25 | 3.6% | 26.7% | ||
| Q4 24 | 11.0% | 29.1% | ||
| Q3 24 | 6.4% | -3.6% | ||
| Q2 24 | 5.3% | 3.7% |
净利率
CARS
PEGA
| Q1 26 | — | 7.6% | ||
| Q4 25 | — | 46.5% | ||
| Q3 25 | 4.2% | 11.4% | ||
| Q2 25 | 3.9% | 7.8% | ||
| Q1 25 | -1.1% | 18.0% | ||
| Q4 24 | — | 24.3% | ||
| Q3 24 | 10.4% | -4.4% | ||
| Q2 24 | 6.4% | 1.9% |
每股收益(稀释后)
CARS
PEGA
| Q1 26 | — | $0.18 | ||
| Q4 25 | $0.12 | $0.81 | ||
| Q3 25 | $0.12 | $0.24 | ||
| Q2 25 | $0.11 | $0.17 | ||
| Q1 25 | $-0.03 | $0.91 | ||
| Q4 24 | $0.26 | $1.35 | ||
| Q3 24 | $0.28 | $-0.17 | ||
| Q2 24 | $0.17 | $0.07 |
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 | $56.2M | $270.0M |
| 总债务越低越好 | $455.0M | — |
| 股东权益账面价值 | $472.5M | $705.9M |
| 总资产 | $1.1B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.96× | — |
8季度趋势,按日历期对齐
现金及短期投资
CARS
PEGA
| Q1 26 | — | $270.0M | ||
| Q4 25 | $56.2M | $425.8M | ||
| Q3 25 | $55.1M | $351.4M | ||
| Q2 25 | $27.7M | $411.6M | ||
| Q1 25 | $31.4M | $371.7M | ||
| Q4 24 | $50.7M | $740.0M | ||
| Q3 24 | $49.6M | $703.0M | ||
| Q2 24 | $29.1M | $665.1M |
总债务
CARS
PEGA
| Q1 26 | — | — | ||
| Q4 25 | $455.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $460.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
CARS
PEGA
| Q1 26 | — | $705.9M | ||
| Q4 25 | $472.5M | $787.4M | ||
| Q3 25 | $477.6M | $596.8M | ||
| Q2 25 | $483.2M | $624.5M | ||
| Q1 25 | $489.9M | $611.3M | ||
| Q4 24 | $511.5M | $585.5M | ||
| Q3 24 | $502.4M | $473.0M | ||
| Q2 24 | $496.9M | $435.4M |
总资产
CARS
PEGA
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.1B | $1.8B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $1.1B | $1.5B |
负债/权益比
CARS
PEGA
| Q1 26 | — | — | ||
| Q4 25 | 0.96× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.90× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $37.1M | — |
| 自由现金流经营现金流 - 资本支出 | $36.7M | $206.5M |
| 自由现金流率自由现金流/营收 | 20.0% | 48.0% |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 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 | $147.4M | $494.9M |
8季度趋势,按日历期对齐
经营现金流
CARS
PEGA
| Q1 26 | — | — | ||
| Q4 25 | $37.1M | $158.4M | ||
| Q3 25 | $58.8M | $56.3M | ||
| Q2 25 | $26.2M | $86.3M | ||
| Q1 25 | $29.5M | $204.2M | ||
| Q4 24 | $30.0M | $95.2M | ||
| Q3 24 | $53.8M | $30.5M | ||
| Q2 24 | $35.3M | $40.1M |
自由现金流
CARS
PEGA
| Q1 26 | — | $206.5M | ||
| Q4 25 | $36.7M | $152.4M | ||
| Q3 25 | $58.3M | $51.8M | ||
| Q2 25 | $23.7M | $84.1M | ||
| Q1 25 | $28.6M | $202.3M | ||
| Q4 24 | $29.1M | $92.4M | ||
| Q3 24 | $52.8M | $27.4M | ||
| Q2 24 | $34.9M | $38.8M |
自由现金流率
CARS
PEGA
| Q1 26 | — | 48.0% | ||
| Q4 25 | 20.0% | 30.2% | ||
| Q3 25 | 32.1% | 13.6% | ||
| Q2 25 | 13.3% | 21.9% | ||
| Q1 25 | 16.0% | 42.5% | ||
| Q4 24 | 16.1% | 18.8% | ||
| Q3 24 | 29.4% | 8.4% | ||
| Q2 24 | 19.5% | 11.1% |
资本支出强度
CARS
PEGA
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 1.2% | ||
| Q3 25 | 0.3% | 1.2% | ||
| Q2 25 | 1.4% | 0.6% | ||
| Q1 25 | 0.5% | 0.4% | ||
| Q4 24 | 0.5% | 0.6% | ||
| Q3 24 | 0.5% | 0.9% | ||
| Q2 24 | 0.2% | 0.4% |
现金转化率
CARS
PEGA
| Q1 26 | — | — | ||
| Q4 25 | — | 0.68× | ||
| Q3 25 | 7.68× | 1.30× | ||
| Q2 25 | 3.74× | 2.87× | ||
| Q1 25 | — | 2.39× | ||
| Q4 24 | — | 0.80× | ||
| Q3 24 | 2.87× | — | ||
| Q2 24 | 3.10× | 6.06× |
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
CARS
| Dealer | $164.4M | 89% |
| Sales Channel Through Oem And National | $16.2M | 9% |
| Sales Channel Through Other | $3.3M | 2% |
PEGA
| Pega Cloud | $205.0M | 48% |
| Subscription license | $94.9M | 22% |
| Maintenance | $75.3M | 18% |
| Consulting | $54.8M | 13% |