vs
CONDUENT Inc(CNDT)与ZILLOW GROUP, INC.(ZG)财务数据对比。点击上方公司名可切换其他公司
CONDUENT Inc的季度营收约是ZILLOW GROUP, INC.的1.2倍($770.0M vs $654.0M),ZILLOW GROUP, INC.净利率更高(0.5% vs -4.3%,领先4.7%),ZILLOW GROUP, INC.同比增速更快(18.1% vs -3.8%),ZILLOW GROUP, INC.自由现金流更多($44.0M vs $24.0M),过去两年ZILLOW GROUP, INC.的营收复合增速更高(11.2% vs -8.6%)
康杜特是一家总部位于美国新泽西州弗洛勒姆帕克的商业服务供应商,2017年从施乐拆分独立。公司面向企业与政府客户提供数字化平台服务,截至2026年,全球雇员规模超过5.4万人,业务布局覆盖24个国家。
Zillow集团是美国头部房地产科技线上平台企业,2006年由前微软高管里奇·巴顿、劳埃德·弗林克等联合创立,业务涵盖房产信息查询、交易配套服务等,是全球房产科技领域的知名代表企业。
CNDT vs ZG — 直观对比
营收规模更大
CNDT
是对方的1.2倍
$654.0M
营收增速更快
ZG
高出21.8%
-3.8%
净利率更高
ZG
高出4.7%
-4.3%
自由现金流更多
ZG
多$20.0M
$24.0M
两年增速更快
ZG
近两年复合增速
-8.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $770.0M | $654.0M |
| 净利润 | $-33.0M | $3.0M |
| 毛利率 | 19.0% | 72.8% |
| 营业利润率 | -3.6% | -1.7% |
| 净利率 | -4.3% | 0.5% |
| 营收同比 | -3.8% | 18.1% |
| 净利润同比 | -175.0% | 105.8% |
| 每股收益(稀释后) | $-0.25 | $0.01 |
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
CNDT
ZG
| Q4 25 | $770.0M | $654.0M | ||
| Q3 25 | $767.0M | $676.0M | ||
| Q2 25 | $754.0M | $655.0M | ||
| Q1 25 | $751.0M | $598.0M | ||
| Q4 24 | $800.0M | $554.0M | ||
| Q3 24 | $807.0M | $581.0M | ||
| Q2 24 | $828.0M | $572.0M | ||
| Q1 24 | $921.0M | $529.0M |
净利润
CNDT
ZG
| Q4 25 | $-33.0M | $3.0M | ||
| Q3 25 | $-46.0M | $10.0M | ||
| Q2 25 | $-40.0M | $2.0M | ||
| Q1 25 | $-51.0M | $8.0M | ||
| Q4 24 | $-12.0M | $-52.0M | ||
| Q3 24 | $123.0M | $-20.0M | ||
| Q2 24 | $216.0M | $-17.0M | ||
| Q1 24 | $99.0M | $-23.0M |
毛利率
CNDT
ZG
| Q4 25 | 19.0% | 72.8% | ||
| Q3 25 | 17.7% | 72.6% | ||
| Q2 25 | 18.2% | 74.7% | ||
| Q1 25 | 17.7% | 76.8% | ||
| Q4 24 | 17.3% | 75.8% | ||
| Q3 24 | 18.7% | 75.9% | ||
| Q2 24 | 18.2% | 77.3% | ||
| Q1 24 | 20.2% | 76.7% |
营业利润率
CNDT
ZG
| Q4 25 | -3.6% | -1.7% | ||
| Q3 25 | -5.0% | -0.4% | ||
| Q2 25 | -5.0% | -1.7% | ||
| Q1 25 | -7.5% | -1.5% | ||
| Q4 24 | -10.3% | -12.5% | ||
| Q3 24 | 19.7% | -7.7% | ||
| Q2 24 | 36.2% | -6.6% | ||
| Q1 24 | 13.8% | -8.5% |
净利率
CNDT
ZG
| Q4 25 | -4.3% | 0.5% | ||
| Q3 25 | -6.0% | 1.5% | ||
| Q2 25 | -5.3% | 0.3% | ||
| Q1 25 | -6.8% | 1.3% | ||
| Q4 24 | -1.5% | -9.4% | ||
| Q3 24 | 15.2% | -3.4% | ||
| Q2 24 | 26.1% | -3.0% | ||
| Q1 24 | 10.7% | -4.3% |
每股收益(稀释后)
CNDT
ZG
| Q4 25 | $-0.25 | $0.01 | ||
| Q3 25 | $-0.30 | $0.04 | ||
| Q2 25 | $-0.26 | $0.01 | ||
| Q1 25 | $-0.33 | $0.03 | ||
| Q4 24 | $-0.02 | $-0.23 | ||
| Q3 24 | $0.72 | $-0.08 | ||
| Q2 24 | $1.07 | $-0.07 | ||
| Q1 24 | $0.46 | $-0.10 |
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 | $233.0M | $768.0M |
| 总债务越低越好 | $665.0M | — |
| 股东权益账面价值 | $685.0M | $4.9B |
| 总资产 | $2.4B | $5.7B |
| 负债/权益比越低杠杆越低 | 0.97× | — |
8季度趋势,按日历期对齐
现金及短期投资
CNDT
ZG
| Q4 25 | $233.0M | $768.0M | ||
| Q3 25 | $248.0M | $874.0M | ||
| Q2 25 | $275.0M | $587.0M | ||
| Q1 25 | $277.0M | $914.0M | ||
| Q4 24 | $366.0M | $1.1B | ||
| Q3 24 | $393.0M | $1.1B | ||
| Q2 24 | $300.0M | $1.2B | ||
| Q1 24 | $415.0M | $1.4B |
总债务
CNDT
ZG
| Q4 25 | $665.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $615.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
CNDT
ZG
| Q4 25 | $685.0M | $4.9B | ||
| Q3 25 | $717.0M | $5.0B | ||
| Q2 25 | $777.0M | $4.7B | ||
| Q1 25 | $800.0M | $4.8B | ||
| Q4 24 | $839.0M | $4.8B | ||
| Q3 24 | $877.0M | $4.7B | ||
| Q2 24 | $751.0M | $4.5B | ||
| Q1 24 | $701.0M | $4.7B |
总资产
CNDT
ZG
| Q4 25 | $2.4B | $5.7B | ||
| Q3 25 | $2.5B | $5.7B | ||
| Q2 25 | $2.5B | $5.4B | ||
| Q1 25 | $2.5B | $5.7B | ||
| Q4 24 | $2.6B | $5.8B | ||
| Q3 24 | $2.8B | $6.2B | ||
| Q2 24 | $2.8B | $6.6B | ||
| Q1 24 | $3.1B | $6.8B |
负债/权益比
CNDT
ZG
| Q4 25 | 0.97× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.73× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $39.0M | $72.0M |
| 自由现金流经营现金流 - 资本支出 | $24.0M | $44.0M |
| 自由现金流率自由现金流/营收 | 3.1% | 6.7% |
| 资本支出强度资本支出/营收 | 1.9% | 4.3% |
| 现金转化率经营现金流/净利润 | — | 24.00× |
| 过去12个月自由现金流最近4个季度 | $-132.0M | $235.0M |
8季度趋势,按日历期对齐
经营现金流
CNDT
ZG
| Q4 25 | $39.0M | $72.0M | ||
| Q3 25 | $-39.0M | $105.0M | ||
| Q2 25 | $-15.0M | $87.0M | ||
| Q1 25 | $-58.0M | $104.0M | ||
| Q4 24 | $41.0M | $122.0M | ||
| Q3 24 | $-13.0M | $171.0M | ||
| Q2 24 | $-41.0M | $55.0M | ||
| Q1 24 | $-37.0M | $80.0M |
自由现金流
CNDT
ZG
| Q4 25 | $24.0M | $44.0M | ||
| Q3 25 | $-54.0M | $73.0M | ||
| Q2 25 | $-30.0M | $50.0M | ||
| Q1 25 | $-72.0M | $68.0M | ||
| Q4 24 | $30.0M | $88.0M | ||
| Q3 24 | $-21.0M | $138.0M | ||
| Q2 24 | $-59.0M | $18.0M | ||
| Q1 24 | $-50.0M | $41.0M |
自由现金流率
CNDT
ZG
| Q4 25 | 3.1% | 6.7% | ||
| Q3 25 | -7.0% | 10.8% | ||
| Q2 25 | -4.0% | 7.6% | ||
| Q1 25 | -9.6% | 11.4% | ||
| Q4 24 | 3.8% | 15.9% | ||
| Q3 24 | -2.6% | 23.8% | ||
| Q2 24 | -7.1% | 3.1% | ||
| Q1 24 | -5.4% | 7.8% |
资本支出强度
CNDT
ZG
| Q4 25 | 1.9% | 4.3% | ||
| Q3 25 | 2.0% | 4.7% | ||
| Q2 25 | 2.0% | 5.6% | ||
| Q1 25 | 1.9% | 6.0% | ||
| Q4 24 | 1.4% | 6.1% | ||
| Q3 24 | 1.0% | 5.7% | ||
| Q2 24 | 2.2% | 6.5% | ||
| Q1 24 | 1.4% | 7.4% |
现金转化率
CNDT
ZG
| Q4 25 | — | 24.00× | ||
| Q3 25 | — | 10.50× | ||
| Q2 25 | — | 43.50× | ||
| Q1 25 | — | 13.00× | ||
| Q4 24 | — | — | ||
| Q3 24 | -0.11× | — | ||
| Q2 24 | -0.19× | — | ||
| Q1 24 | -0.37× | — |
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
CNDT
| Government Segment | $230.0M | 30% |
| Integrated Digital Solutions | $134.0M | 17% |
| Customer Experience Management | $127.0M | 16% |
| B Paa S | $116.0M | 15% |
| Government Services Solutions | $93.0M | 12% |
| Transferred At Point In Time | $36.0M | 5% |
| Other | $34.0M | 4% |
ZG
| Residential Revenue | $418.0M | 64% |
| Rental Revenue | $168.0M | 26% |
| Mortgage Revenue | $57.0M | 9% |
| Display Advertising And Other Revenue | $11.0M | 2% |