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CI&T Inc（CINT）与VinFast Auto Ltd.（VFS）财务数据对比。点击上方公司名可切换其他公司
VinFast Auto Ltd.的季度营收约是CI&T Inc的1.5倍（$718.6M vs $489.6M），CI&T Inc净利率更高（8.3% vs -2.8%，领先11.1%）
CI&T Inc是全球数字化转型服务提供商，提供定制软件开发、云迁移、数据分析、用户体验设计、人工智能落地等端到端解决方案，服务零售、金融、医疗、制造等多个行业客户，业务覆盖美洲、欧洲及亚太地区。
VinFast Auto Ltd.是越南跨国汽车企业，由越南最大私营综合企业集团之一Vingroup创立。Vingroup由越南知名企业家潘日旺创办，业务覆盖地产、零售、医疗、科技等多个领域，是越南本土头部企业集团。
CINT vs VFS — 直观对比
营收规模更大
VFS
是对方的1.5倍
$489.6M
净利率更高
CINT
高出11.1%
-2.8%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $489.6M | $718.6M |
| 净利润 | $40.6M | $-20.0M |
| 毛利率 | 32.0% | — |
| 营业利润率 | 13.4% | -96.1% |
| 净利率 | 8.3% | -2.8% |
| 营收同比 | 11.5% | — |
| 净利润同比 | 37.7% | — |
| 每股收益（稀释后） | $0.30 | — |
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CINTVFS
| Q4 25 | $489.6M | — | ||
| Q3 25 | — | $718.6M | ||
| Q2 25 | — | $663.0M | ||
| Q1 25 | — | $656.5M | ||
| Q4 24 | $439.0M | — | ||
| Q3 24 | — | $511.6M | ||
| Q1 24 | — | $302.6M |
净利润CINTVFS
| Q4 25 | $40.6M | — | ||
| Q3 25 | — | $-20.0M | ||
| Q2 25 | — | $-51.8M | ||
| Q1 25 | — | $-26.1M | ||
| Q4 24 | $29.5M | — | ||
| Q3 24 | — | $-10.4M | ||
| Q1 24 | — | $-618.3M |
毛利率CINTVFS
| Q4 25 | 32.0% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 34.2% | — | ||
| Q3 24 | — | — | ||
| Q1 24 | — | — |
营业利润率CINTVFS
| Q4 25 | 13.4% | — | ||
| Q3 25 | — | -96.1% | ||
| Q2 25 | — | -79.0% | ||
| Q1 25 | — | -74.0% | ||
| Q4 24 | 12.7% | — | ||
| Q3 24 | — | -65.9% | ||
| Q1 24 | — | -139.4% |
净利率CINTVFS
| Q4 25 | 8.3% | — | ||
| Q3 25 | — | -2.8% | ||
| Q2 25 | — | -7.8% | ||
| Q1 25 | — | -4.0% | ||
| Q4 24 | 6.7% | — | ||
| Q3 24 | — | -2.0% | ||
| Q1 24 | — | -204.3% |
每股收益（稀释后）CINTVFS
| Q4 25 | $0.30 | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0.22 | — | ||
| Q3 24 | — | — | ||
| Q1 24 | — | — |
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 | $47.9M | $8.8M |
| 总债务越低越好 | $122.6M | — |
| 股东权益账面价值 | $308.9M | — |
| 总资产 | $550.5M | $183.2M |
| 负债/权益比越低杠杆越低 | 0.40× | — |
8季度趋势，按日历期对齐
现金及短期投资CINTVFS
| Q4 25 | $47.9M | — | ||
| Q3 25 | — | $8.8M | ||
| Q2 25 | — | $650.0M | ||
| Q1 25 | — | $2.4M | ||
| Q4 24 | $56.6M | — | ||
| Q3 24 | — | $1.9M | ||
| Q1 24 | — | $3.0M |
总债务CINTVFS
| Q4 25 | $122.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $138.7M | — | ||
| Q3 24 | — | — | ||
| Q1 24 | — | — |
股东权益CINTVFS
| Q4 25 | $308.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $-7.2B | ||
| Q1 25 | — | — | ||
| Q4 24 | $280.1M | — | ||
| Q3 24 | — | — | ||
| Q1 24 | — | — |
总资产CINTVFS
| Q4 25 | $550.5M | — | ||
| Q3 25 | — | $183.2M | ||
| Q2 25 | — | $7.2B | ||
| Q1 25 | — | $158.2M | ||
| Q4 24 | $526.4M | — | ||
| Q3 24 | — | $151.8M | ||
| Q1 24 | — | $145.6M |
负债/权益比CINTVFS
| Q4 25 | 0.40× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | — | — | ||
| Q1 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 | $60.6M | — |
| 自由现金流经营现金流 - 资本支出 | $45.8M | — |
| 自由现金流率自由现金流/营收 | 9.4% | — |
| 资本支出强度资本支出/营收 | 3.0% | — |
| 现金转化率经营现金流/净利润 | 1.49× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流CINTVFS
| Q4 25 | $60.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $69.0M | — | ||
| Q3 24 | — | — | ||
| Q1 24 | — | — |
自由现金流CINTVFS
| Q4 25 | $45.8M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $58.4M | — | ||
| Q3 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率CINTVFS
| Q4 25 | 9.4% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.3% | — | ||
| Q3 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度CINTVFS
| Q4 25 | 3.0% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | — | — | ||
| Q1 24 | — | — |
现金转化率CINTVFS
| Q4 25 | 1.49× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.34× | — | ||
| Q3 24 | — | — | ||
| Q1 24 | — | — |
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
CINT
暂无分部数据
VFS
| Sales of vehicles | $662.9M | 92% |
| Sales of spare parts and components | $41.3M | 6% |
| Revenue from leasing activities | $12.3M | 2% |
| Finance income | $2.4M | 0% |
| Rendering of services | $1.2M | 0% |
