vs
Circle Internet Group, Inc.（CRCL）与因塞特（INCY）财务数据对比。点击上方公司名可切换其他公司
因塞特的季度营收约是Circle Internet Group, Inc.的1.7倍（$1.3B vs $739.8M），Circle Internet Group, Inc.净利率更高（29.0% vs 23.8%，领先5.1%），Circle Internet Group, Inc.同比增速更快（5113.5% vs 19.8%）
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。
因塞特是总部位于美国特拉华州威尔明顿的跨国制药企业，目前在北美、欧洲及亚洲多地设有生产基地与研发中心，专注于创新药物的研发、生产及商业化，为全球患者提供优质的治疗选择。
CRCL vs INCY — 直观对比
营收规模更大
INCY
是对方的1.7倍
$739.8M
营收增速更快
CRCL
高出5093.8%
19.8%
净利率更高
CRCL
高出5.1%
23.8%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $739.8M | $1.3B |
| 净利润 | $214.4M | $303.3M |
| 毛利率 | — | — |
| 营业利润率 | 11.0% | 23.7% |
| 净利率 | 29.0% | 23.8% |
| 营收同比 | 5113.5% | 19.8% |
| 净利润同比 | 202.0% | 91.7% |
| 每股收益（稀释后） | $0.64 | $1.47 |
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CRCLINCY
| Q1 26 | — | $1.3B | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $739.8M | $1.4B | ||
| Q2 25 | $658.1M | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $6.8M | $1.0B |
净利润CRCLINCY
| Q1 26 | — | $303.3M | ||
| Q4 25 | — | $299.3M | ||
| Q3 25 | $214.4M | $424.2M | ||
| Q2 25 | $-482.1M | $405.0M | ||
| Q1 25 | — | $158.2M | ||
| Q4 24 | — | $201.2M | ||
| Q3 24 | — | $106.5M | ||
| Q2 24 | $32.9M | $-444.6M |
毛利率CRCLINCY
| Q1 26 | — | — | ||
| Q4 25 | — | 92.0% | ||
| Q3 25 | — | 92.8% | ||
| Q2 25 | — | 93.5% | ||
| Q1 25 | — | 93.0% | ||
| Q4 24 | — | 92.5% | ||
| Q3 24 | — | 92.4% | ||
| Q2 24 | — | 92.7% |
营业利润率CRCLINCY
| Q1 26 | — | 23.7% | ||
| Q4 25 | — | 22.3% | ||
| Q3 25 | 11.0% | 32.5% | ||
| Q2 25 | -49.5% | 43.6% | ||
| Q1 25 | — | 19.5% | ||
| Q4 24 | — | 25.6% | ||
| Q3 24 | — | 12.8% | ||
| Q2 24 | — | -45.8% |
净利率CRCLINCY
| Q1 26 | — | 23.8% | ||
| Q4 25 | — | 19.9% | ||
| Q3 25 | 29.0% | 31.1% | ||
| Q2 25 | -73.3% | 33.3% | ||
| Q1 25 | — | 15.0% | ||
| Q4 24 | — | 17.1% | ||
| Q3 24 | — | 9.4% | ||
| Q2 24 | 486.5% | -42.6% |
每股收益（稀释后）CRCLINCY
| Q1 26 | — | $1.47 | ||
| Q4 25 | — | $1.46 | ||
| Q3 25 | $0.64 | $2.11 | ||
| Q2 25 | $-4.48 | $2.04 | ||
| Q1 25 | — | $0.80 | ||
| Q4 24 | — | $0.90 | ||
| Q3 24 | — | $0.54 | ||
| Q2 24 | $0.00 | $-2.04 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.0B | $5.6B |
| 总资产 | $76.8B | $7.3B |
| 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CRCLINCY
| Q1 26 | — | — | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | $1.3B | $2.5B | ||
| Q2 25 | $1.1B | $2.0B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | $457.5M | $987.3M |
股东权益CRCLINCY
| Q1 26 | — | $5.6B | ||
| Q4 25 | — | $5.2B | ||
| Q3 25 | $3.0B | $4.7B | ||
| Q2 25 | $2.4B | $4.2B | ||
| Q1 25 | — | $3.7B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | $460.9M | $3.0B |
总资产CRCLINCY
| Q1 26 | — | $7.3B | ||
| Q4 25 | — | $7.0B | ||
| Q3 25 | $76.8B | $6.3B | ||
| Q2 25 | $64.2B | $5.8B | ||
| Q1 25 | — | $5.7B | ||
| Q4 24 | — | $5.4B | ||
| Q3 24 | — | $5.0B | ||
| Q2 24 | — | $4.7B |
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 | $-10.7M | — |
| 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× | — |
| 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CRCLINCY
| Q1 26 | — | — | ||
| Q4 25 | — | $543.3M | ||
| Q3 25 | $-10.7M | $559.4M | ||
| Q2 25 | $303.7M | $44.7M | ||
| Q1 25 | — | $266.1M | ||
| Q4 24 | — | $381.2M | ||
| Q3 24 | — | $310.9M | ||
| Q2 24 | — | $-575.6M |
自由现金流CRCLINCY
| 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CRCLINCY
| 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CRCLINCY
| 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CRCLINCY
| Q1 26 | — | — | ||
| Q4 25 | — | 1.82× | ||
| Q3 25 | -0.05× | 1.32× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 1.68× | ||
| Q4 24 | — | 1.89× | ||
| Q3 24 | — | 2.92× | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
