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COMERICA INC（CMA）与Atlassian Corp（TEAM）财务数据对比。点击上方公司名可切换其他公司
Atlassian Corp的季度营收约是COMERICA INC的1.9倍（$1.6B vs $838.0M），COMERICA INC净利率更高（21.0% vs -2.7%，领先23.7%），Atlassian Corp同比增速更快（23.3% vs 3.3%）
Comerica公司是总部位于美国得克萨斯州达拉斯的金融服务企业，为美国大型金融控股公司之一。旗下Comerica银行为区域性商业银行，在得克萨斯、密歇根、加利福尼亚、佛罗里达、亚利桑那五州共设413家网点，在美国多座城市设有办公场所。
Dragoneer投资集团是总部位于美国加利福尼亚州旧金山的专业投资机构，专注于全球科技领域的投资布局，业务覆盖公开股票市场与私募股权市场，在全球科技投资赛道拥有丰富的运作经验和行业资源。
CMA vs TEAM — 直观对比
营收规模更大
TEAM
是对方的1.9倍
$838.0M
营收增速更快
TEAM
高出20.0%
3.3%
净利率更高
CMA
高出23.7%
-2.7%
损益表 — Q3 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $838.0M | $1.6B |
| 净利润 | $176.0M | $-42.6M |
| 毛利率 | — | 85.0% |
| 营业利润率 | — | -3.0% |
| 净利率 | 21.0% | -2.7% |
| 营收同比 | 3.3% | 23.3% |
| 净利润同比 | -4.3% | -11.6% |
| 每股收益（稀释后） | $1.35 | $-0.16 |
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CMATEAM
| Q4 25 | — | $1.6B | ||
| Q3 25 | $838.0M | $1.4B | ||
| Q2 25 | $849.0M | $1.4B | ||
| Q1 25 | $829.0M | $1.4B | ||
| Q4 24 | $825.0M | $1.3B | ||
| Q3 24 | $811.0M | $1.2B | ||
| Q2 24 | $824.0M | — | ||
| Q1 24 | $784.0M | $1.2B |
净利润CMATEAM
| Q4 25 | — | $-42.6M | ||
| Q3 25 | $176.0M | $-51.9M | ||
| Q2 25 | $199.0M | $-23.9M | ||
| Q1 25 | $172.0M | $-70.8M | ||
| Q4 24 | $170.0M | $-38.2M | ||
| Q3 24 | $184.0M | $-123.8M | ||
| Q2 24 | $206.0M | — | ||
| Q1 24 | $138.0M | $12.8M |
毛利率CMATEAM
| Q4 25 | — | 85.0% | ||
| Q3 25 | — | 82.0% | ||
| Q2 25 | — | 83.1% | ||
| Q1 25 | — | 83.8% | ||
| Q4 24 | — | 82.7% | ||
| Q3 24 | — | 81.7% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 82.1% |
营业利润率CMATEAM
| Q4 25 | — | -3.0% | ||
| Q3 25 | — | -6.7% | ||
| Q2 25 | — | -2.1% | ||
| Q1 25 | — | -0.9% | ||
| Q4 24 | — | -4.5% | ||
| Q3 24 | — | -2.7% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.5% |
净利率CMATEAM
| Q4 25 | — | -2.7% | ||
| Q3 25 | 21.0% | -3.6% | ||
| Q2 25 | 23.4% | -1.7% | ||
| Q1 25 | 20.7% | -5.2% | ||
| Q4 24 | 20.6% | -3.0% | ||
| Q3 24 | 22.7% | -10.4% | ||
| Q2 24 | 25.0% | — | ||
| Q1 24 | 17.6% | 1.1% |
每股收益（稀释后）CMATEAM
| Q4 25 | — | $-0.16 | ||
| Q3 25 | $1.35 | $-0.20 | ||
| Q2 25 | $1.42 | $-0.08 | ||
| Q1 25 | $1.25 | $-0.27 | ||
| Q4 24 | $1.22 | $-0.15 | ||
| Q3 24 | $1.33 | $-0.48 | ||
| Q2 24 | $1.49 | — | ||
| Q1 24 | $0.98 | $0.05 |
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 | — | $1.6B |
| 总债务越低越好 | $5.4B | — |
| 股东权益账面价值 | $7.4B | $1.6B |
| 总资产 | $77.4B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.73× | — |
8季度趋势，按日历期对齐
现金及短期投资CMATEAM
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $2.1B |
总债务CMATEAM
| Q4 25 | — | — | ||
| Q3 25 | $5.4B | — | ||
| Q2 25 | $5.8B | — | ||
| Q1 25 | $5.7B | — | ||
| Q4 24 | $6.7B | — | ||
| Q3 24 | $6.8B | — | ||
| Q2 24 | $7.1B | — | ||
| Q1 24 | $7.1B | — |
股东权益CMATEAM
| Q4 25 | — | $1.6B | ||
| Q3 25 | $7.4B | $1.4B | ||
| Q2 25 | $6.9B | $1.3B | ||
| Q1 25 | $7.1B | $1.4B | ||
| Q4 24 | $6.5B | $1.2B | ||
| Q3 24 | $7.4B | $1.0B | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.0B | $1.1B |
总资产CMATEAM
| Q4 25 | — | $6.2B | ||
| Q3 25 | $77.4B | $5.7B | ||
| Q2 25 | $78.0B | $6.0B | ||
| Q1 25 | $77.6B | $5.9B | ||
| Q4 24 | $79.3B | $5.4B | ||
| Q3 24 | $79.7B | $5.0B | ||
| Q2 24 | $79.6B | — | ||
| Q1 24 | $79.4B | $5.1B |
负债/权益比CMATEAM
| Q4 25 | — | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.84× | — | ||
| Q1 25 | 0.81× | — | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 0.92× | — | ||
| Q2 24 | 1.15× | — | ||
| Q1 24 | 1.18× | — |
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 | $-270.0M | $177.8M |
| 自由现金流经营现金流 - 资本支出 | — | $168.5M |
| 自由现金流率自由现金流/营收 | — | 10.6% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | -1.53× | — |
| 过去12个月自由现金流最近4个季度 | — | $1.3B |
8季度趋势，按日历期对齐
经营现金流CMATEAM
| Q4 25 | — | $177.8M | ||
| Q3 25 | $-270.0M | $128.7M | ||
| Q2 25 | $476.0M | $375.3M | ||
| Q1 25 | $273.0M | $652.7M | ||
| Q4 24 | $601.0M | $351.9M | ||
| Q3 24 | $1.0B | $80.5M | ||
| Q2 24 | $111.0M | — | ||
| Q1 24 | $-205.0M | $565.4M |
自由现金流CMATEAM
| Q4 25 | — | $168.5M | ||
| Q3 25 | — | $114.6M | ||
| Q2 25 | — | $360.3M | ||
| Q1 25 | — | $638.3M | ||
| Q4 24 | — | $342.6M | ||
| Q3 24 | — | $74.3M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $554.9M |
自由现金流率CMATEAM
| Q4 25 | — | 10.6% | ||
| Q3 25 | — | 8.0% | ||
| Q2 25 | — | 26.0% | ||
| Q1 25 | — | 47.0% | ||
| Q4 24 | — | 26.6% | ||
| Q3 24 | — | 6.3% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 46.7% |
资本支出强度CMATEAM
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.9% |
现金转化率CMATEAM
| Q4 25 | — | — | ||
| Q3 25 | -1.53× | — | ||
| Q2 25 | 2.39× | — | ||
| Q1 25 | 1.59× | — | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 5.70× | — | ||
| Q2 24 | 0.54× | — | ||
| Q1 24 | -1.49× | 44.34× |
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
CMA
暂无分部数据
TEAM
| Cloud Deployment Services | $1.1B | 67% |
| Data Center Deployment | $435.6M | 27% |
| Marketplace And Services Deployment | $83.7M | 5% |
