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CI&T Inc(CINT)与Zscaler, Inc.(ZS)财务数据对比。点击上方公司名可切换其他公司
Zscaler, Inc.的季度营收约是CI&T Inc的1.6倍($788.1M vs $489.6M)。CI&T Inc净利率更高(8.3% vs -1.5%,领先9.8%)。Zscaler, Inc.同比增速更快(25.5% vs 11.5%)。Zscaler, Inc.自由现金流更多($431.0M vs $45.8M)
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。
Zscaler是总部位于美国加利福尼亚州圣何塞的云安全企业,专注提供云原生安全服务,为全球各行业企业的网络系统与数据资产提供全方位防护,助力企业在数字化运营过程中抵御各类安全风险,保障业务稳定开展。
CINT vs ZS — 直观对比
营收规模更大
ZS
是对方的1.6倍
$489.6M
营收增速更快
ZS
高出14.0%
11.5%
净利率更高
CINT
高出9.8%
-1.5%
自由现金流更多
ZS
多$385.2M
$45.8M
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $489.6M | $788.1M |
| 净利润 | $40.6M | $-11.6M |
| 毛利率 | 32.0% | 76.6% |
| 营业利润率 | 13.4% | -4.6% |
| 净利率 | 8.3% | -1.5% |
| 营收同比 | 11.5% | 25.5% |
| 净利润同比 | 37.7% | 3.6% |
| 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
CINT
ZS
| Q4 25 | $489.6M | $788.1M | ||
| Q3 25 | — | $719.2M | ||
| Q2 25 | — | $678.0M | ||
| Q1 25 | — | $647.9M | ||
| Q4 24 | $439.0M | $628.0M | ||
| Q3 24 | — | $592.9M | ||
| Q2 24 | — | $553.2M | ||
| Q1 24 | — | $525.0M |
净利润
CINT
ZS
| Q4 25 | $40.6M | $-11.6M | ||
| Q3 25 | — | $-17.6M | ||
| Q2 25 | — | $-4.1M | ||
| Q1 25 | — | $-7.7M | ||
| Q4 24 | $29.5M | $-12.1M | ||
| Q3 24 | — | $-14.9M | ||
| Q2 24 | — | $19.1M | ||
| Q1 24 | — | $-28.5M |
毛利率
CINT
ZS
| Q4 25 | 32.0% | 76.6% | ||
| Q3 25 | — | 76.1% | ||
| Q2 25 | — | 77.0% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | 34.2% | 77.5% | ||
| Q3 24 | — | 78.0% | ||
| Q2 24 | — | 78.6% | ||
| Q1 24 | — | 77.7% |
营业利润率
CINT
ZS
| Q4 25 | 13.4% | -4.6% | ||
| Q3 25 | — | -4.5% | ||
| Q2 25 | — | -3.7% | ||
| Q1 25 | — | -6.2% | ||
| Q4 24 | 12.7% | -4.9% | ||
| Q3 24 | — | -4.5% | ||
| Q2 24 | — | -0.5% | ||
| Q1 24 | — | -8.7% |
净利率
CINT
ZS
| Q4 25 | 8.3% | -1.5% | ||
| Q3 25 | — | -2.4% | ||
| Q2 25 | — | -0.6% | ||
| Q1 25 | — | -1.2% | ||
| Q4 24 | 6.7% | -1.9% | ||
| Q3 24 | — | -2.5% | ||
| Q2 24 | — | 3.5% | ||
| Q1 24 | — | -5.4% |
每股收益(稀释后)
CINT
ZS
| Q4 25 | $0.30 | $-0.07 | ||
| Q3 25 | — | $-0.11 | ||
| Q2 25 | — | $-0.03 | ||
| Q1 25 | — | $-0.05 | ||
| Q4 24 | $0.22 | $-0.08 | ||
| Q3 24 | — | $-0.09 | ||
| Q2 24 | — | $0.12 | ||
| Q1 24 | — | $-0.19 |
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 | $1.3B |
| 总债务越低越好 | $122.6M | — |
| 股东权益账面价值 | $308.9M | $2.0B |
| 总资产 | $550.5M | $6.5B |
| 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
CINT
ZS
| Q4 25 | $47.9M | $1.3B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | $56.6M | $1.6B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.3B | ||
| Q1 24 | — | $1.4B |
总债务
CINT
ZS
| Q4 25 | $122.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $138.7M | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.1B |
股东权益
CINT
ZS
| Q4 25 | $308.9M | $2.0B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $280.1M | $1.4B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $958.9M |
总资产
CINT
ZS
| Q4 25 | $550.5M | $6.5B | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $5.3B | ||
| Q1 25 | — | $5.0B | ||
| Q4 24 | $526.4M | $4.7B | ||
| Q3 24 | — | $4.7B | ||
| Q2 24 | — | $4.2B | ||
| Q1 24 | — | $3.9B |
负债/权益比
CINT
ZS
| Q4 25 | 0.40× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | 0.50× | 0.80× | ||
| Q3 24 | — | 0.90× | ||
| Q2 24 | — | 1.04× | ||
| Q1 24 | — | 1.19× |
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 | $448.3M |
| 自由现金流经营现金流 - 资本支出 | $45.8M | $431.0M |
| 自由现金流率自由现金流/营收 | 9.4% | 54.7% |
| 资本支出强度资本支出/营收 | 3.0% | 2.2% |
| 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 | — | $924.9M |
8季度趋势,按日历期对齐
经营现金流
CINT
ZS
| Q4 25 | $60.6M | $448.3M | ||
| Q3 25 | — | $250.6M | ||
| Q2 25 | — | $211.1M | ||
| Q1 25 | — | $179.4M | ||
| Q4 24 | $69.0M | $331.3M | ||
| Q3 24 | — | $203.6M | ||
| Q2 24 | — | $173.4M | ||
| Q1 24 | — | $142.1M |
自由现金流
CINT
ZS
| Q4 25 | $45.8M | $431.0M | ||
| Q3 25 | — | $190.6M | ||
| Q2 25 | — | $138.9M | ||
| Q1 25 | — | $164.4M | ||
| Q4 24 | $58.4M | $314.3M | ||
| Q3 24 | — | $154.2M | ||
| Q2 24 | — | $137.8M | ||
| Q1 24 | — | $111.2M |
自由现金流率
CINT
ZS
| Q4 25 | 9.4% | 54.7% | ||
| Q3 25 | — | 26.5% | ||
| Q2 25 | — | 20.5% | ||
| Q1 25 | — | 25.4% | ||
| Q4 24 | 13.3% | 50.1% | ||
| Q3 24 | — | 26.0% | ||
| Q2 24 | — | 24.9% | ||
| Q1 24 | — | 21.2% |
资本支出强度
CINT
ZS
| Q4 25 | 3.0% | 2.2% | ||
| Q3 25 | — | 8.3% | ||
| Q2 25 | — | 10.6% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | 2.4% | 2.7% | ||
| Q3 24 | — | 8.3% | ||
| Q2 24 | — | 6.4% | ||
| Q1 24 | — | 5.9% |
现金转化率
CINT
ZS
| Q4 25 | 1.49× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.34× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 9.07× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图