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芝商所(CME)与GoDaddy(GDDY)财务数据对比。点击上方公司名可切换其他公司
芝商所的季度营收约是GoDaddy的1.5倍($1.9B vs $1.3B),GoDaddy净利率更高(19.2% vs 0.1%,领先19.2%),芝商所同比增速更快(14.5% vs 6.8%),过去两年芝商所的营收复合增速更高(10.8% vs 7.2%)
芝商所是总部位于美国伊利诺伊州芝加哥的金融服务企业,为全球规模最大的金融衍生品交易所运营商,旗下拥有芝加哥商品交易所、芝加哥期货交易所、纽约商业交易所、纽约商品交易所等交易平台,覆盖农产品、货币、能源等品类交易,同时持有标普道琼斯指数27%的股权。
GoDaddy是美国上市的互联网域名注册管理、域名服务及网络托管服务商,总部位于亚利桑那州坦佩。2023年按市场份额计为全球第五大网络主机服务商,管理超6200万个注册域名,旗下2000万用户中绝大多数为中小微企业,是全球领先的互联网基础服务供应商。
CME vs GDDY — 直观对比
营收规模更大
CME
是对方的1.5倍
$1.3B
营收增速更快
CME
高出7.7%
6.8%
净利率更高
GDDY
高出19.2%
0.1%
两年增速更快
CME
近两年复合增速
7.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.9B | $1.3B |
| 净利润 | $1.2M | $245.1M |
| 毛利率 | — | — |
| 营业利润率 | 0.1% | 24.9% |
| 净利率 | 0.1% | 19.2% |
| 营收同比 | 14.5% | 6.8% |
| 净利润同比 | 20.7% | 23.4% |
| 每股收益(稀释后) | — | — |
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
CME
GDDY
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.6B | $1.3B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.6B | $1.2B | ||
| Q4 24 | $1.5B | $1.2B | ||
| Q3 24 | $1.6B | $1.1B | ||
| Q2 24 | $1.5B | $1.1B |
净利润
CME
GDDY
| Q1 26 | $1.2M | — | ||
| Q4 25 | $1.2B | $245.1M | ||
| Q3 25 | $908.0M | $210.5M | ||
| Q2 25 | $1.0B | $199.9M | ||
| Q1 25 | $956.2M | $219.5M | ||
| Q4 24 | $874.6M | $198.6M | ||
| Q3 24 | $912.8M | $190.5M | ||
| Q2 24 | $883.2M | $146.3M |
营业利润率
CME
GDDY
| Q1 26 | 0.1% | — | ||
| Q4 25 | 61.8% | 24.9% | ||
| Q3 25 | 63.3% | 23.4% | ||
| Q2 25 | 66.7% | 21.9% | ||
| Q1 25 | 67.5% | 20.7% | ||
| Q4 24 | 62.1% | 21.4% | ||
| Q3 24 | 64.6% | 22.1% | ||
| Q2 24 | 65.3% | 18.5% |
净利率
CME
GDDY
| Q1 26 | 0.1% | — | ||
| Q4 25 | 71.7% | 19.2% | ||
| Q3 25 | 59.1% | 16.6% | ||
| Q2 25 | 60.6% | 16.4% | ||
| Q1 25 | 58.2% | 18.4% | ||
| Q4 24 | 57.3% | 16.7% | ||
| Q3 24 | 57.6% | 16.6% | ||
| Q2 24 | 57.6% | 13.0% |
每股收益(稀释后)
CME
GDDY
| Q1 26 | — | — | ||
| Q4 25 | $3.24 | — | ||
| Q3 25 | $2.49 | $1.51 | ||
| Q2 25 | $2.81 | $1.41 | ||
| Q1 25 | $2.62 | — | ||
| Q4 24 | $2.40 | — | ||
| Q3 24 | $2.50 | $1.32 | ||
| Q2 24 | $2.42 | $1.01 |
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 | $2.4B | — |
| 总债务越低越好 | $3.4B | — |
| 股东权益账面价值 | — | $215.1M |
| 总资产 | $202.0B | $8.0B |
| 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
CME
GDDY
| Q1 26 | $2.4B | — | ||
| Q4 25 | $4.5B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $1.9B | — |
总债务
CME
GDDY
| Q1 26 | $3.4B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
CME
GDDY
| Q1 26 | — | — | ||
| Q4 25 | $28.7B | $215.1M | ||
| Q3 25 | $28.2B | $91.8M | ||
| Q2 25 | $27.7B | $404.4M | ||
| Q1 25 | $27.0B | $199.7M | ||
| Q4 24 | $26.5B | $692.1M | ||
| Q3 24 | $28.2B | $356.7M | ||
| Q2 24 | $27.6B | $157.0M |
总资产
CME
GDDY
| Q1 26 | $202.0B | — | ||
| Q4 25 | $198.4B | $8.0B | ||
| Q3 25 | $187.1B | $8.0B | ||
| Q2 25 | $179.9B | $8.3B | ||
| Q1 25 | $157.8B | $7.8B | ||
| Q4 24 | $137.4B | $8.2B | ||
| Q3 24 | $137.8B | $8.0B | ||
| Q2 24 | $123.4B | $7.7B |
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 | — | $370.6M |
| 自由现金流经营现金流 - 资本支出 | — | $363.7M |
| 自由现金流率自由现金流/营收 | — | 28.6% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | — | 1.51× |
| 过去12个月自由现金流最近4个季度 | — | $1.6B |
8季度趋势,按日历期对齐
经营现金流
CME
GDDY
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $370.6M | ||
| Q3 25 | $968.1M | $444.2M | ||
| Q2 25 | $1.1B | $379.9M | ||
| Q1 25 | $1.1B | $404.7M | ||
| Q4 24 | $1.0B | $340.5M | ||
| Q3 24 | $1.0B | $355.2M | ||
| Q2 24 | $776.9M | $294.8M |
自由现金流
CME
GDDY
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $363.7M | ||
| Q3 25 | $949.7M | $434.9M | ||
| Q2 25 | $1.0B | $375.8M | ||
| Q1 25 | $1.1B | $401.1M | ||
| Q4 24 | $991.7M | $326.1M | ||
| Q3 24 | $973.2M | $350.2M | ||
| Q2 24 | $758.7M | $292.0M |
自由现金流率
CME
GDDY
| Q1 26 | — | — | ||
| Q4 25 | 66.8% | 28.6% | ||
| Q3 25 | 61.8% | 34.4% | ||
| Q2 25 | 61.5% | 30.9% | ||
| Q1 25 | 67.1% | 33.6% | ||
| Q4 24 | 65.0% | 27.3% | ||
| Q3 24 | 61.4% | 30.5% | ||
| Q2 24 | 49.5% | 26.0% |
资本支出强度
CME
GDDY
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 0.5% | ||
| Q3 25 | 1.2% | 0.7% | ||
| Q2 25 | 1.1% | 0.3% | ||
| Q1 25 | 0.9% | 0.3% | ||
| Q4 24 | 1.7% | 1.2% | ||
| Q3 24 | 1.9% | 0.4% | ||
| Q2 24 | 1.2% | 0.2% |
现金转化率
CME
GDDY
| Q1 26 | — | — | ||
| Q4 25 | 0.96× | 1.51× | ||
| Q3 25 | 1.07× | 2.11× | ||
| Q2 25 | 1.03× | 1.90× | ||
| Q1 25 | 1.17× | 1.84× | ||
| Q4 24 | 1.16× | 1.71× | ||
| Q3 24 | 1.10× | 1.86× | ||
| Q2 24 | 0.88× | 2.02× |
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
CME
暂无分部数据
GDDY
| Domains | $586.5M | 46% |
| Applications And Commerce | $497.7M | 39% |
| Other | $189.7M | 15% |