vs
Cardlytics, Inc.（CDLX）与Match Group（MTCH）财务数据对比。点击上方公司名可切换其他公司
Match Group的季度营收约是Cardlytics, Inc.的17.3倍（$878.0M vs $50.9M）。Match Group同比增速更快（2.1% vs -25.5%）。Match Group自由现金流更多（$308.1M vs $13.0M）。过去两年Match Group的营收复合增速更高（1.1% vs -9.6%）
Cardlytics是一家领先的购买智能与广告技术企业，与多家大型银行合作分析匿名消费者交易数据，为消费品牌、零售商及服务商提供基于真实消费行为的精准效果广告投放服务，核心业务覆盖北美与英国地区。
美国互联网科技企业Match Group总部位于得克萨斯州达拉斯，旗下拥有全球规模最大的在线约会服务品牌矩阵，运营Tinder、Hinge、Plenty of Fish等多款全球知名约会产品。2020年7月公司从IAC分拆为独立上市公司，截至2019年全球付费订阅用户达930万，其中近半数来自北美地区。
CDLX vs MTCH — 直观对比
营收规模更大
MTCH
是对方的17.3倍
$50.9M
营收增速更快
MTCH
高出27.5%
-25.5%
自由现金流更多
MTCH
多$295.1M
$13.0M
两年增速更快
MTCH
近两年复合增速
-9.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $50.9M | $878.0M |
| 净利润 | — | $209.7M |
| 毛利率 | — | 74.7% |
| 营业利润率 | -12.0% | 32.4% |
| 净利率 | — | 23.9% |
| 营收同比 | -25.5% | 2.1% |
| 净利润同比 | — | 32.5% |
| 每股收益（稀释后） | $-0.15 | $0.83 |
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CDLXMTCH
| Q4 25 | $50.9M | $878.0M | ||
| Q3 25 | $47.0M | $914.3M | ||
| Q2 25 | $58.0M | $863.7M | ||
| Q1 25 | $56.4M | $831.2M | ||
| Q4 24 | $68.3M | $860.2M | ||
| Q3 24 | $61.1M | $895.5M | ||
| Q2 24 | $64.0M | $864.1M | ||
| Q1 24 | $62.2M | $859.6M |
净利润CDLXMTCH
| Q4 25 | — | $209.7M | ||
| Q3 25 | $-72.7M | $160.8M | ||
| Q2 25 | $-9.3M | $125.5M | ||
| Q1 25 | $-13.3M | $117.6M | ||
| Q4 24 | — | $158.3M | ||
| Q3 24 | $-145.2M | $136.5M | ||
| Q2 24 | $-4.3M | $133.3M | ||
| Q1 24 | $-24.3M | $123.2M |
毛利率CDLXMTCH
| Q4 25 | — | 74.7% | ||
| Q3 25 | — | 73.0% | ||
| Q2 25 | — | 72.0% | ||
| Q1 25 | — | 71.5% | ||
| Q4 24 | — | 72.5% | ||
| Q3 24 | — | 71.7% | ||
| Q2 24 | — | 71.6% | ||
| Q1 24 | — | 70.1% |
营业利润率CDLXMTCH
| Q4 25 | -12.0% | 32.4% | ||
| Q3 25 | -146.6% | 24.2% | ||
| Q2 25 | -22.0% | 22.5% | ||
| Q1 25 | -24.9% | 20.8% | ||
| Q4 24 | -12.2% | 26.0% | ||
| Q3 24 | -243.1% | 23.5% | ||
| Q2 24 | -24.7% | 23.7% | ||
| Q1 24 | -36.7% | 21.5% |
净利率CDLXMTCH
| Q4 25 | — | 23.9% | ||
| Q3 25 | -154.7% | 17.6% | ||
| Q2 25 | -16.0% | 14.5% | ||
| Q1 25 | -23.5% | 14.1% | ||
| Q4 24 | — | 18.4% | ||
| Q3 24 | -237.6% | 15.2% | ||
| Q2 24 | -6.7% | 15.4% | ||
| Q1 24 | -39.0% | 14.3% |
每股收益（稀释后）CDLXMTCH
| Q4 25 | $-0.15 | $0.83 | ||
| Q3 25 | $-1.36 | $0.62 | ||
| Q2 25 | $-0.18 | $0.49 | ||
| Q1 25 | $-0.26 | $0.44 | ||
| Q4 24 | $-0.36 | $0.59 | ||
| Q3 24 | $-2.90 | $0.51 | ||
| Q2 24 | $-0.09 | $0.48 | ||
| Q1 24 | $-0.56 | $0.44 |
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 | $48.7M | $1.0B |
| 总债务越低越好 | $212.6M | $3.5B |
| 股东权益账面价值 | $-6.5M | $-253.5M |
| 总资产 | $285.6M | $4.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资CDLXMTCH
| Q4 25 | $48.7M | $1.0B | ||
| Q3 25 | $44.0M | $1.1B | ||
| Q2 25 | $46.7M | $340.4M | ||
| Q1 25 | $52.0M | $414.2M | ||
| Q4 24 | $65.6M | $970.7M | ||
| Q3 24 | $67.0M | $860.9M | ||
| Q2 24 | $71.2M | $843.6M | ||
| Q1 24 | $97.8M | $920.9M |
总债务CDLXMTCH
| Q4 25 | $212.6M | $3.5B | ||
| Q3 25 | $214.6M | — | ||
| Q2 25 | $214.3M | — | ||
| Q1 25 | $213.9M | $3.4B | ||
| Q4 24 | $213.6M | $3.8B | ||
| Q3 24 | $213.2M | $3.8B | ||
| Q2 24 | $212.9M | $3.8B | ||
| Q1 24 | $257.9M | $3.8B |
股东权益CDLXMTCH
| Q4 25 | $-6.5M | $-253.5M | ||
| Q3 25 | $-4.7M | $-223.9M | ||
| Q2 25 | $58.7M | $-230.9M | ||
| Q1 25 | $64.1M | $-182.7M | ||
| Q4 24 | $70.0M | $-63.7M | ||
| Q3 24 | $69.7M | $-88.5M | ||
| Q2 24 | $210.0M | $-130.2M | ||
| Q1 24 | $199.1M | $-107.8M |
总资产CDLXMTCH
| Q4 25 | $285.6M | $4.5B | ||
| Q3 25 | $292.8M | $4.5B | ||
| Q2 25 | $361.1M | $3.9B | ||
| Q1 25 | $369.1M | $3.9B | ||
| Q4 24 | $392.7M | $4.5B | ||
| Q3 24 | $399.4M | $4.4B | ||
| Q2 24 | $534.4M | $4.4B | ||
| Q1 24 | $569.0M | $4.4B |
负债/权益比CDLXMTCH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.65× | — | ||
| Q1 25 | 3.34× | — | ||
| Q4 24 | 3.05× | — | ||
| Q3 24 | 3.06× | — | ||
| Q2 24 | 1.01× | — | ||
| Q1 24 | 1.29× | — |
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 | $13.0M | $322.8M |
| 自由现金流经营现金流 - 资本支出 | $13.0M | $308.1M |
| 自由现金流率自由现金流/营收 | 25.5% | 35.1% |
| 资本支出强度资本支出/营收 | 0.0% | 1.7% |
| 现金转化率经营现金流/净利润 | — | 1.54× |
| 过去12个月自由现金流最近4个季度 | $8.8M | $1.0B |
8季度趋势，按日历期对齐
经营现金流CDLXMTCH
| Q4 25 | $13.0M | $322.8M | ||
| Q3 25 | $1.8M | $320.6M | ||
| Q2 25 | $1.2M | $243.8M | ||
| Q1 25 | $-6.7M | $193.1M | ||
| Q4 24 | $3.0M | $254.7M | ||
| Q3 24 | $1.4M | $264.9M | ||
| Q2 24 | $4.4M | $129.0M | ||
| Q1 24 | $-17.6M | $284.1M |
自由现金流CDLXMTCH
| Q4 25 | $13.0M | $308.1M | ||
| Q3 25 | $1.7M | $306.8M | ||
| Q2 25 | $903.0K | $231.0M | ||
| Q1 25 | $-6.8M | $177.7M | ||
| Q4 24 | $2.9M | $247.1M | ||
| Q3 24 | $878.0K | $251.8M | ||
| Q2 24 | $4.1M | $116.3M | ||
| Q1 24 | $-18.3M | $266.9M |
自由现金流率CDLXMTCH
| Q4 25 | 25.5% | 35.1% | ||
| Q3 25 | 3.7% | 33.6% | ||
| Q2 25 | 1.6% | 26.7% | ||
| Q1 25 | -12.1% | 21.4% | ||
| Q4 24 | 4.2% | 28.7% | ||
| Q3 24 | 1.4% | 28.1% | ||
| Q2 24 | 6.5% | 13.5% | ||
| Q1 24 | -29.4% | 31.0% |
资本支出强度CDLXMTCH
| Q4 25 | 0.0% | 1.7% | ||
| Q3 25 | 0.0% | 1.5% | ||
| Q2 25 | 0.6% | 1.5% | ||
| Q1 25 | 0.2% | 1.9% | ||
| Q4 24 | 0.2% | 0.9% | ||
| Q3 24 | 0.8% | 1.5% | ||
| Q2 24 | 0.4% | 1.5% | ||
| Q1 24 | 1.0% | 2.0% |
现金转化率CDLXMTCH
| Q4 25 | — | 1.54× | ||
| Q3 25 | — | 1.99× | ||
| Q2 25 | — | 1.94× | ||
| Q1 25 | — | 1.64× | ||
| Q4 24 | — | 1.61× | ||
| Q3 24 | — | 1.94× | ||
| Q2 24 | — | 0.97× | ||
| Q1 24 | — | 2.31× |
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
CDLX
暂无分部数据
MTCH
| Tinder Segment | $479.3M | 55% |
| Hinge Segment | $186.5M | 21% |
| Evergreen And Emerging Segment | $148.1M | 17% |
| MG Asia Segment | $65.8M | 7% |
