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Coursera, Inc.（COUR）与Childrens Place, Inc.（PLCE）财务数据对比。点击上方公司名可切换其他公司
Childrens Place, Inc.的季度营收约是Coursera, Inc.的1.7倍（$339.5M vs $196.9M），Childrens Place, Inc.净利率更高（-1.3% vs -13.6%，领先12.3%），Coursera, Inc.同比增速更快（9.9% vs -13.0%），Coursera, Inc.自由现金流更多（$5.4M vs $-3.4M），过去两年Coursera, Inc.的营收复合增速更高（7.9% vs -13.6%）
Coursera Inc.是美国营利性在线教育平台，由斯坦福大学计算机科学教授吴恩达与达芙妮·科勒于2012年创立。创立初期它作为全球大型开放式网络课程平台运营，目前和全球多所大学及各类机构合作，提供涵盖多个学科领域的在线课程、证书与学位项目。
Children’s Place是专业儿童服饰零售商，产品主要以旗下自有品牌发售，涵盖Gymboree、Sugar & Jade、PJ Place、Crazy 8等。目前该品牌在美国、加拿大、波多黎各共开设约525家门店，同时通过两个线上渠道以及15个国家的5家加盟合作伙伴开展销售，产品涵盖上衣、裙装、鞋履、裤装、睡衣、背包等全品类儿童服饰配件。
COUR vs PLCE — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $196.9M | $339.5M |
| 净利润 | $-26.8M | $-4.3M |
| 毛利率 | 54.2% | 33.1% |
| 营业利润率 | -16.4% | 1.1% |
| 净利率 | -13.6% | -1.3% |
| 营收同比 | 9.9% | -13.0% |
| 净利润同比 | -24.1% | -121.5% |
| 每股收益（稀释后） | $-0.16 | $-0.19 |
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
| Q4 25 | $196.9M | $339.5M | ||
| Q3 25 | $194.2M | $298.0M | ||
| Q2 25 | $187.1M | $242.1M | ||
| Q1 25 | $179.3M | $408.6M | ||
| Q4 24 | $179.2M | $390.2M | ||
| Q3 24 | $176.1M | $319.7M | ||
| Q2 24 | $170.3M | $267.9M | ||
| Q1 24 | $169.1M | $455.0M |
| Q4 25 | $-26.8M | $-4.3M | ||
| Q3 25 | $-8.6M | $-5.4M | ||
| Q2 25 | $-7.8M | $-34.0M | ||
| Q1 25 | $-7.8M | $-8.0M | ||
| Q4 24 | $-21.6M | $20.1M | ||
| Q3 24 | $-13.7M | $-32.1M | ||
| Q2 24 | $-22.9M | $-37.8M | ||
| Q1 24 | $-21.3M | $-128.8M |
| Q4 25 | 54.2% | 33.1% | ||
| Q3 25 | 54.6% | 34.0% | ||
| Q2 25 | 54.9% | 29.2% | ||
| Q1 25 | 54.6% | 28.5% | ||
| Q4 24 | 53.3% | 35.5% | ||
| Q3 24 | 54.6% | 35.0% | ||
| Q2 24 | 53.0% | 34.6% | ||
| Q1 24 | 52.9% | 21.8% |
| Q4 25 | -16.4% | 1.1% | ||
| Q3 25 | -8.0% | 1.4% | ||
| Q2 25 | -8.1% | -10.0% | ||
| Q1 25 | -8.0% | 1.7% | ||
| Q4 24 | -17.0% | 7.5% | ||
| Q3 24 | -12.3% | -6.8% | ||
| Q2 24 | -18.3% | -10.4% | ||
| Q1 24 | -17.6% | -13.6% |
| Q4 25 | -13.6% | -1.3% | ||
| Q3 25 | -4.4% | -1.8% | ||
| Q2 25 | -4.2% | -14.1% | ||
| Q1 25 | -4.4% | -2.0% | ||
| Q4 24 | -12.1% | 5.1% | ||
| Q3 24 | -7.8% | -10.0% | ||
| Q2 24 | -13.4% | -14.1% | ||
| Q1 24 | -12.6% | -28.3% |
| Q4 25 | $-0.16 | $-0.19 | ||
| Q3 25 | $-0.05 | $-0.24 | ||
| Q2 25 | $-0.05 | $-1.57 | ||
| Q1 25 | $-0.05 | $-0.60 | ||
| Q4 24 | $-0.13 | $1.57 | ||
| Q3 24 | $-0.09 | $-2.51 | ||
| Q2 24 | $-0.15 | $-2.98 | ||
| Q1 24 | $-0.14 | $-10.24 |
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 | $792.6M | $7.3M |
| 总债务越低越好 | — | $107.4M |
| 股东权益账面价值 | $635.7M | $-8.6M |
| 总资产 | $1.0B | $762.5M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $792.6M | $7.3M | ||
| Q3 25 | $797.7M | $7.8M | ||
| Q2 25 | $775.1M | $5.7M | ||
| Q1 25 | $748.0M | $5.3M | ||
| Q4 24 | $726.1M | $5.7M | ||
| Q3 24 | $719.4M | $9.6M | ||
| Q2 24 | $708.8M | $13.0M | ||
| Q1 24 | $725.4M | $13.6M |
| Q4 25 | — | $107.4M | ||
| Q3 25 | — | $107.2M | ||
| Q2 25 | — | $107.0M | ||
| Q1 25 | — | $166.0M | ||
| Q4 24 | — | $165.7M | ||
| Q3 24 | — | $165.4M | ||
| Q2 24 | — | $166.6M | ||
| Q1 24 | — | $49.8M |
| Q4 25 | $635.7M | $-8.6M | ||
| Q3 25 | $639.5M | $-4.9M | ||
| Q2 25 | $627.0M | $1.4M | ||
| Q1 25 | $610.5M | $-59.4M | ||
| Q4 24 | $597.4M | $-49.6M | ||
| Q3 24 | $593.3M | $-68.9M | ||
| Q2 24 | $585.2M | $-34.9M | ||
| Q1 24 | $609.1M | $-9.0M |
| Q4 25 | $1.0B | $762.5M | ||
| Q3 25 | $995.3M | $805.1M | ||
| Q2 25 | $979.9M | $779.6M | ||
| Q1 25 | $951.2M | $747.6M | ||
| Q4 24 | $930.3M | $888.8M | ||
| Q3 24 | $914.1M | $921.4M | ||
| Q2 24 | $904.4M | $848.3M | ||
| Q1 24 | $916.3M | $800.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 75.63× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $5.8M | $6.2M |
| 自由现金流经营现金流 - 资本支出 | $5.4M | $-3.4M |
| 自由现金流率自由现金流/营收 | 2.7% | -1.0% |
| 资本支出强度资本支出/营收 | 0.2% | 2.8% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $107.2M | $39.5M |
8季度趋势，按日历期对齐
| Q4 25 | $5.8M | $6.2M | ||
| Q3 25 | $33.9M | $-30.5M | ||
| Q2 25 | $35.5M | $-43.0M | ||
| Q1 25 | $33.5M | $121.3M | ||
| Q4 24 | $19.2M | $-44.2M | ||
| Q3 24 | $27.9M | $-83.9M | ||
| Q2 24 | $23.8M | $-110.8M | ||
| Q1 24 | $24.5M | $135.4M |
| Q4 25 | $5.4M | $-3.4M | ||
| Q3 25 | $33.7M | $-31.9M | ||
| Q2 25 | $35.1M | $-46.4M | ||
| Q1 25 | $33.0M | $121.2M | ||
| Q4 24 | $18.1M | $-47.7M | ||
| Q3 24 | $27.7M | $-91.7M | ||
| Q2 24 | $23.6M | $-115.5M | ||
| Q1 24 | $24.4M | $132.2M |
| Q4 25 | 2.7% | -1.0% | ||
| Q3 25 | 17.4% | -10.7% | ||
| Q2 25 | 18.8% | -19.2% | ||
| Q1 25 | 18.4% | 29.7% | ||
| Q4 24 | 10.1% | -12.2% | ||
| Q3 24 | 15.7% | -28.7% | ||
| Q2 24 | 13.9% | -43.1% | ||
| Q1 24 | 14.4% | 29.1% |
| Q4 25 | 0.2% | 2.8% | ||
| Q3 25 | 0.1% | 0.5% | ||
| Q2 25 | 0.2% | 1.4% | ||
| Q1 25 | 0.3% | 0.0% | ||
| Q4 24 | 0.6% | 0.9% | ||
| Q3 24 | 0.1% | 2.4% | ||
| Q2 24 | 0.1% | 1.8% | ||
| Q1 24 | 0.1% | 0.7% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -2.20× | ||
| Q3 24 | — | — | ||
| Q2 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
COUR
| Consumer Segment | $131.5M | 67% |
| Enterprise Segment | $65.4M | 33% |
PLCE
| The Childrens Place US | $307.4M | 91% |
| The Childrens Place International | $32.1M | 9% |
| Gift Cards | $1.7M | 1% |
