vs
Circle Internet Group, Inc.（CRCL）与罗宾汉（HOOD）财务数据对比。点击上方公司名可切换其他公司
罗宾汉的季度营收约是Circle Internet Group, Inc.的1.3倍（$927.0M vs $739.8M），罗宾汉净利率更高（36.2% vs 29.0%，领先7.3%），Circle Internet Group, Inc.同比增速更快（5113.5% vs -27.7%）
Circle是2013年由杰里米·阿莱尔与肖恩·内维尔联合创立的支付科技企业，目前总部位于美国纽约，核心业务覆盖稳定币发行，推出了锚定美元的USDC、锚定欧元的EURC两款稳定币，同时还发行有代币化货币市场基金产品USYC。
罗宾汉市场（Robinhood Markets, Inc.）是总部位于美国加利福尼亚州门洛帕克的金融服务企业，旗下电子交易平台支持股票、ETF、期权、期货、加密货币等品类交易，还提供加密货币钱包、财富管理、信用卡等金融服务，部分银行服务与FDIC投保银行合作推出，同时运营新闻网站Sherwood.News。
CRCL vs HOOD — 直观对比
营收规模更大
HOOD
是对方的1.3倍
$739.8M
营收增速更快
CRCL
高出5141.3%
-27.7%
净利率更高
HOOD
高出7.3%
29.0%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $739.8M | $927.0M |
| 净利润 | $214.4M | $336.0M |
| 毛利率 | — | — |
| 营业利润率 | 11.0% | — |
| 净利率 | 29.0% | 36.2% |
| 营收同比 | 5113.5% | -27.7% |
| 净利润同比 | 202.0% | -2.9% |
| 每股收益（稀释后） | $0.64 | $336.00 |
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CRCLHOOD
| Q1 26 | — | $927.0M | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | $739.8M | $1.3B | ||
| Q2 25 | $658.1M | $989.0M | ||
| Q1 25 | — | $927.0M | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $637.0M | ||
| Q2 24 | $6.8M | $682.0M |
净利润CRCLHOOD
| Q1 26 | — | $336.0M | ||
| Q4 25 | — | $605.0M | ||
| Q3 25 | $214.4M | $556.0M | ||
| Q2 25 | $-482.1M | $386.0M | ||
| Q1 25 | — | $336.0M | ||
| Q4 24 | — | $916.0M | ||
| Q3 24 | — | $150.0M | ||
| Q2 24 | $32.9M | $188.0M |
营业利润率CRCLHOOD
| Q1 26 | — | — | ||
| Q4 25 | — | 51.5% | ||
| Q3 25 | 11.0% | 49.8% | ||
| Q2 25 | -49.5% | 44.7% | ||
| Q1 25 | — | 40.0% | ||
| Q4 24 | — | 55.0% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 28.0% |
净利率CRCLHOOD
| Q1 26 | — | 36.2% | ||
| Q4 25 | — | 47.2% | ||
| Q3 25 | 29.0% | 43.6% | ||
| Q2 25 | -73.3% | 39.0% | ||
| Q1 25 | — | 36.2% | ||
| Q4 24 | — | 90.3% | ||
| Q3 24 | — | 23.5% | ||
| Q2 24 | 486.5% | 27.6% |
每股收益（稀释后）CRCLHOOD
| Q1 26 | — | $336.00 | ||
| Q4 25 | — | $0.65 | ||
| Q3 25 | $0.64 | $0.61 | ||
| Q2 25 | $-4.48 | $0.42 | ||
| Q1 25 | — | $0.37 | ||
| Q4 24 | — | $1.00 | ||
| Q3 24 | — | $0.17 | ||
| Q2 24 | $0.00 | $0.21 |
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 | $1.3B | $4.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.0B | $9.2B |
| 总资产 | $76.8B | $38.1B |
| 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CRCLHOOD
| Q1 26 | — | $4.3B | ||
| Q4 25 | — | $4.3B | ||
| Q3 25 | $1.3B | $4.3B | ||
| Q2 25 | $1.1B | $4.2B | ||
| Q1 25 | — | $4.4B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | $457.5M | $4.5B |
股东权益CRCLHOOD
| Q1 26 | — | $9.2B | ||
| Q4 25 | — | $9.2B | ||
| Q3 25 | $3.0B | $8.6B | ||
| Q2 25 | $2.4B | $8.1B | ||
| Q1 25 | — | $8.0B | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | — | $7.2B | ||
| Q2 24 | $460.9M | $7.1B |
总资产CRCLHOOD
| Q1 26 | — | $38.1B | ||
| Q4 25 | — | $38.1B | ||
| Q3 25 | $76.8B | $41.5B | ||
| Q2 25 | $64.2B | $35.3B | ||
| Q1 25 | — | $27.5B | ||
| Q4 24 | — | $26.2B | ||
| Q3 24 | — | $43.2B | ||
| Q2 24 | — | $41.3B |
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 | $-10.7M | $642.0M |
| 自由现金流经营现金流 - 资本支出 | $-14.7M | — |
| 自由现金流率自由现金流/营收 | -2.0% | — |
| 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 | -0.05× | 1.91× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流CRCLHOOD
| Q1 26 | — | $642.0M | ||
| Q4 25 | — | $-937.0M | ||
| Q3 25 | $-10.7M | $-1.6B | ||
| Q2 25 | $303.7M | $3.5B | ||
| Q1 25 | — | $642.0M | ||
| Q4 24 | — | $-1.4B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | — | $54.0M |
自由现金流CRCLHOOD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $-14.7M | — | ||
| Q2 25 | $296.3M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率CRCLHOOD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -2.0% | — | ||
| Q2 25 | 45.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度CRCLHOOD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率CRCLHOOD
| Q1 26 | — | 1.91× | ||
| Q4 25 | — | -1.55× | ||
| Q3 25 | -0.05× | -2.83× | ||
| Q2 25 | — | 9.09× | ||
| Q1 25 | — | 1.91× | ||
| Q4 24 | — | -1.53× | ||
| Q3 24 | — | 12.08× | ||
| Q2 24 | — | 0.29× |
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
CRCL
暂无分部数据
HOOD
| Transaction-based revenues | $583.0M | 63% |
| Other | $290.0M | 31% |
| Other revenues | $54.0M | 6% |
