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CHEGG, INC（CHGG）与Nerdy Inc.（NRDY）财务数据对比。点击上方公司名可切换其他公司
CHEGG, INC的季度营收约是Nerdy Inc.的1.5倍（$72.7M vs $49.1M），Nerdy Inc.同比增速更快（2.3% vs -49.4%），Nerdy Inc.自由现金流更多（$-4.3M vs $-15.5M），过去两年Nerdy Inc.的营收复合增速更高（-4.4% vs -35.4%）
Chegg是一家总部位于美国加利福尼亚州圣克拉拉的教育科技公司，依托人工智能技术，为学生提供作业辅导、数字及实体教材租赁、在线辅导等各类学生服务，目前拥有660万订阅用户，也因被指协助学生作弊、违反学术诚信而广受批评。
Nerdy Inc.是总部位于美国的知名教育科技企业，旗下运营Varsity Tutors等在线学习平台，提供一对一实时辅导、点播课程、备考资源及技能培训内容，服务K12学生、高校学习者及职场人士，覆盖多类学业与职业能力提升需求。
CHGG vs NRDY — 直观对比
营收规模更大
CHGG
是对方的1.5倍
$49.1M
营收增速更快
NRDY
高出51.7%
-49.4%
自由现金流更多
NRDY
多$11.2M
$-15.5M
两年增速更快
NRDY
近两年复合增速
-35.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $72.7M | $49.1M |
| 净利润 | — | $-9.2M |
| 毛利率 | 57.3% | 51.0% |
| 营业利润率 | -47.2% | -28.3% |
| 净利率 | — | -18.8% |
| 营收同比 | -49.4% | 2.3% |
| 净利润同比 | — | 8.9% |
| 每股收益（稀释后） | $-0.30 | $-0.07 |
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CHGGNRDY
| Q4 25 | $72.7M | $49.1M | ||
| Q3 25 | $77.7M | $37.0M | ||
| Q2 25 | $105.1M | $45.3M | ||
| Q1 25 | $121.4M | $47.6M | ||
| Q4 24 | $143.5M | $48.0M | ||
| Q3 24 | $136.6M | $37.5M | ||
| Q2 24 | $163.1M | $51.0M | ||
| Q1 24 | $174.3M | $53.7M |
净利润CHGGNRDY
| Q4 25 | — | $-9.2M | ||
| Q3 25 | $-17.5M | $-12.3M | ||
| Q2 25 | $-35.7M | $-7.9M | ||
| Q1 25 | $-17.5M | $-10.5M | ||
| Q4 24 | — | $-10.1M | ||
| Q3 24 | $-212.6M | $-15.9M | ||
| Q2 24 | $-616.9M | $-9.1M | ||
| Q1 24 | $-1.4M | $-7.4M |
毛利率CHGGNRDY
| Q4 25 | 57.3% | 51.0% | ||
| Q3 25 | 59.2% | 62.9% | ||
| Q2 25 | 66.3% | 61.5% | ||
| Q1 25 | 55.5% | 58.0% | ||
| Q4 24 | 68.2% | 66.6% | ||
| Q3 24 | 68.2% | 70.5% | ||
| Q2 24 | 72.2% | 65.7% | ||
| Q1 24 | 73.3% | 68.0% |
营业利润率CHGGNRDY
| Q4 25 | -47.2% | -28.3% | ||
| Q3 25 | -22.0% | -51.5% | ||
| Q2 25 | -34.7% | -27.1% | ||
| Q1 25 | -23.9% | -34.8% | ||
| Q4 24 | -19.0% | -34.0% | ||
| Q3 24 | -162.7% | -68.5% | ||
| Q2 24 | -297.3% | -29.9% | ||
| Q1 24 | -1.4% | -23.9% |
净利率CHGGNRDY
| Q4 25 | — | -18.8% | ||
| Q3 25 | -22.5% | -33.2% | ||
| Q2 25 | -33.9% | -17.4% | ||
| Q1 25 | -14.4% | -22.1% | ||
| Q4 24 | — | -21.1% | ||
| Q3 24 | -155.7% | -42.4% | ||
| Q2 24 | -378.1% | -17.8% | ||
| Q1 24 | -0.8% | -13.9% |
每股收益（稀释后）CHGGNRDY
| Q4 25 | $-0.30 | $-0.07 | ||
| Q3 25 | $-0.16 | $-0.10 | ||
| Q2 25 | $-0.33 | $-0.07 | ||
| Q1 25 | $-0.17 | $-0.09 | ||
| Q4 24 | $-0.03 | $-0.09 | ||
| Q3 24 | $-2.05 | $-0.14 | ||
| Q2 24 | $-6.01 | $-0.08 | ||
| Q1 24 | $-0.01 | $-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 | $72.8M | $47.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $119.6M | $19.0M |
| 总资产 | $278.0M | $76.2M |
| 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CHGGNRDY
| Q4 25 | $72.8M | $47.9M | ||
| Q3 25 | $96.4M | $32.7M | ||
| Q2 25 | $85.6M | $36.7M | ||
| Q1 25 | $88.3M | $44.9M | ||
| Q4 24 | $315.7M | $52.5M | ||
| Q3 24 | $361.1M | $65.0M | ||
| Q2 24 | $345.5M | $69.8M | ||
| Q1 24 | $390.8M | $77.0M |
股东权益CHGGNRDY
| Q4 25 | $119.6M | $19.0M | ||
| Q3 25 | $146.1M | $24.3M | ||
| Q2 25 | $157.9M | $31.8M | ||
| Q1 25 | $185.7M | $34.4M | ||
| Q4 24 | $193.0M | $39.5M | ||
| Q3 24 | $185.0M | $43.3M | ||
| Q2 24 | $365.5M | $52.2M | ||
| Q1 24 | $963.5M | $52.8M |
总资产CHGGNRDY
| Q4 25 | $278.0M | $76.2M | ||
| Q3 25 | $378.3M | $70.4M | ||
| Q2 25 | $404.5M | $73.7M | ||
| Q1 25 | $438.8M | $83.0M | ||
| Q4 24 | $869.0M | $92.5M | ||
| Q3 24 | $1.0B | $106.8M | ||
| Q2 24 | $1.1B | $111.3M | ||
| Q1 24 | $1.7B | $121.3M |
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 | $-9.0M | $-2.9M |
| 自由现金流经营现金流 - 资本支出 | $-15.5M | $-4.3M |
| 自由现金流率自由现金流/营收 | -21.3% | -8.7% |
| 资本支出强度资本支出/营收 | 8.9% | 2.7% |
| 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 | $-12.6M | $-24.2M |
8季度趋势，按日历期对齐
经营现金流CHGGNRDY
| Q4 25 | $-9.0M | $-2.9M | ||
| Q3 25 | $4.8M | $-2.4M | ||
| Q2 25 | $-4.8M | $-7.0M | ||
| Q1 25 | $24.5M | $-6.4M | ||
| Q4 24 | $18.1M | $-11.3M | ||
| Q3 24 | $39.5M | $-3.1M | ||
| Q2 24 | $14.2M | $-5.6M | ||
| Q1 24 | $53.3M | $4.4M |
自由现金流CHGGNRDY
| Q4 25 | $-15.5M | $-4.3M | ||
| Q3 25 | $-943.0K | $-4.1M | ||
| Q2 25 | $-12.1M | $-8.2M | ||
| Q1 25 | $15.9M | $-7.6M | ||
| Q4 24 | $4.8M | $-12.5M | ||
| Q3 24 | $23.7M | $-5.0M | ||
| Q2 24 | $-3.6M | $-7.1M | ||
| Q1 24 | $25.3M | $2.1M |
自由现金流率CHGGNRDY
| Q4 25 | -21.3% | -8.7% | ||
| Q3 25 | -1.2% | -11.2% | ||
| Q2 25 | -11.5% | -18.1% | ||
| Q1 25 | 13.1% | -16.0% | ||
| Q4 24 | 3.4% | -26.0% | ||
| Q3 24 | 17.3% | -13.3% | ||
| Q2 24 | -2.2% | -14.0% | ||
| Q1 24 | 14.5% | 4.0% |
资本支出强度CHGGNRDY
| Q4 25 | 8.9% | 2.7% | ||
| Q3 25 | 7.4% | 4.6% | ||
| Q2 25 | 6.9% | 2.6% | ||
| Q1 25 | 7.1% | 2.5% | ||
| Q4 24 | 9.3% | 2.4% | ||
| Q3 24 | 11.6% | 5.2% | ||
| Q2 24 | 10.9% | 3.0% | ||
| Q1 24 | 16.1% | 4.1% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
