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Criteo S.A.(CRTO)与Reddit, Inc.(RDDT)财务数据对比。点击上方公司名可切换其他公司
Reddit, Inc.的季度营收约是Criteo S.A.的1.4倍($663.0M vs $482.7M),Reddit, Inc.净利率更高(30.8% vs 4.4%,领先26.4%),Reddit, Inc.同比增速更快(69.0% vs 2.4%),Reddit, Inc.自由现金流更多($311.0M vs $-36.6M),过去两年Reddit, Inc.的营收复合增速更高(53.6% vs 1.4%)
Criteo S.A.是一家总部位于法国巴黎的广告服务商,专注于为客户提供在线展示广告服务,帮助品牌与媒体触达目标受众,是全球互联网广告领域的知名企业,深耕效果营销领域多年,服务众多跨境与本土客户。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台,注册用户可发布链接、文字帖、图片、视频等各类内容,其他用户可对内容进行点赞或点踩,内容按主题归类到用户创建的子板块中,获赞更高的内容会排在板块前列,热度足够的内容还将展示在全站首页。
CRTO vs RDDT — 直观对比
营收规模更大
RDDT
是对方的1.4倍
$482.7M
营收增速更快
RDDT
高出66.6%
2.4%
净利率更高
RDDT
高出26.4%
4.4%
自由现金流更多
RDDT
多$347.6M
$-36.6M
两年增速更快
RDDT
近两年复合增速
1.4%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $482.7M | $663.0M |
| 净利润 | $21.3M | $204.0M |
| 毛利率 | 53.6% | 100.0% |
| 营业利润率 | 6.3% | 0.0% |
| 净利率 | 4.4% | 30.8% |
| 营收同比 | 2.4% | 69.0% |
| 净利润同比 | -21.3% | 680.0% |
| 每股收益(稀释后) | $0.39 | $1.01 |
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
CRTO
RDDT
| Q1 26 | — | $663.0M | ||
| Q4 25 | — | $725.6M | ||
| Q3 25 | — | $584.9M | ||
| Q2 25 | $482.7M | $499.6M | ||
| Q1 25 | $451.4M | $392.4M | ||
| Q4 24 | $553.0M | $427.7M | ||
| Q3 24 | $458.9M | $348.4M | ||
| Q2 24 | $471.3M | $281.2M |
净利润
CRTO
RDDT
| Q1 26 | — | $204.0M | ||
| Q4 25 | — | $251.6M | ||
| Q3 25 | — | $162.7M | ||
| Q2 25 | $21.3M | $89.3M | ||
| Q1 25 | $37.9M | $26.2M | ||
| Q4 24 | $71.1M | $71.0M | ||
| Q3 24 | $6.2M | $29.9M | ||
| Q2 24 | $27.0M | $-10.1M |
毛利率
CRTO
RDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | — | 91.9% | ||
| Q3 25 | — | 91.0% | ||
| Q2 25 | 53.6% | 90.8% | ||
| Q1 25 | 52.5% | 90.5% | ||
| Q4 24 | 54.4% | 92.6% | ||
| Q3 24 | 50.5% | 90.1% | ||
| Q2 24 | 49.4% | 89.5% |
营业利润率
CRTO
RDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | — | 31.9% | ||
| Q3 25 | — | 23.7% | ||
| Q2 25 | 6.3% | 13.6% | ||
| Q1 25 | 10.7% | 1.0% | ||
| Q4 24 | 17.1% | 12.4% | ||
| Q3 24 | 2.1% | 2.0% | ||
| Q2 24 | 7.8% | -11.0% |
净利率
CRTO
RDDT
| Q1 26 | — | 30.8% | ||
| Q4 25 | — | 34.7% | ||
| Q3 25 | — | 27.8% | ||
| Q2 25 | 4.4% | 17.9% | ||
| Q1 25 | 8.4% | 6.7% | ||
| Q4 24 | 12.9% | 16.6% | ||
| Q3 24 | 1.4% | 8.6% | ||
| Q2 24 | 5.7% | -3.6% |
每股收益(稀释后)
CRTO
RDDT
| Q1 26 | — | $1.01 | ||
| Q4 25 | — | $1.24 | ||
| Q3 25 | — | $0.80 | ||
| Q2 25 | $0.39 | $0.45 | ||
| Q1 25 | $0.66 | $0.13 | ||
| Q4 24 | $1.21 | $4.76 | ||
| Q3 24 | $0.11 | $0.16 | ||
| Q2 24 | $0.46 | $-0.06 |
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 | $223.6M | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $3.2B |
| 总资产 | $2.1B | $3.5B |
| 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
CRTO
RDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $953.6M | ||
| Q3 25 | — | $911.7M | ||
| Q2 25 | $223.6M | $734.1M | ||
| Q1 25 | $313.2M | $635.7M | ||
| Q4 24 | $316.9M | $562.1M | ||
| Q3 24 | $231.8M | $515.9M | ||
| Q2 24 | $233.2M | $468.0M |
股东权益
CRTO
RDDT
| Q1 26 | — | $3.2B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | $1.1B | $2.4B | ||
| Q1 25 | $1.1B | $2.2B | ||
| Q4 24 | $1.0B | $2.1B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $1.0B | $1.9B |
总资产
CRTO
RDDT
| Q1 26 | — | $3.5B | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $2.1B | $2.6B | ||
| Q1 25 | $2.1B | $2.4B | ||
| Q4 24 | $2.3B | $2.3B | ||
| Q3 24 | $2.2B | $2.2B | ||
| Q2 24 | $2.2B | $2.1B |
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 | $-1.4M | — |
| 自由现金流经营现金流 - 资本支出 | $-36.6M | $311.0M |
| 自由现金流率自由现金流/营收 | -7.6% | 46.9% |
| 资本支出强度资本支出/营收 | 7.3% | — |
| 现金转化率经营现金流/净利润 | -0.07× | — |
| 过去12个月自由现金流最近4个季度 | — | $868.6M |
8季度趋势,按日历期对齐
经营现金流
CRTO
RDDT
| Q1 26 | — | — | ||
| Q4 25 | — | $266.8M | ||
| Q3 25 | — | $185.2M | ||
| Q2 25 | $-1.4M | $111.3M | ||
| Q1 25 | $62.3M | $127.6M | ||
| Q4 24 | $169.5M | $90.0M | ||
| Q3 24 | $57.5M | $71.6M | ||
| Q2 24 | $17.2M | $28.4M |
自由现金流
CRTO
RDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | — | $263.6M | ||
| Q3 25 | — | $183.1M | ||
| Q2 25 | $-36.6M | $110.8M | ||
| Q1 25 | $45.3M | $126.6M | ||
| Q4 24 | — | $89.2M | ||
| Q3 24 | — | $70.3M | ||
| Q2 24 | $-4.0M | $27.2M |
自由现金流率
CRTO
RDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | — | 36.3% | ||
| Q3 25 | — | 31.3% | ||
| Q2 25 | -7.6% | 22.2% | ||
| Q1 25 | 10.0% | 32.3% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | — | 20.2% | ||
| Q2 24 | -0.9% | 9.7% |
资本支出强度
CRTO
RDDT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | 7.3% | 0.1% | ||
| Q1 25 | 3.8% | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | 4.5% | 0.4% |
现金转化率
CRTO
RDDT
| Q1 26 | — | — | ||
| Q4 25 | — | 1.06× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | -0.07× | 1.25× | ||
| Q1 25 | 1.64× | 4.88× | ||
| Q4 24 | 2.38× | 1.27× | ||
| Q3 24 | 9.21× | 2.40× | ||
| Q2 24 | 0.64× | — |
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
CRTO
| Commerce Growth | $393.9M | 82% |
| Retail Media | $60.9M | 13% |
| Other | $27.9M | 6% |
RDDT
暂无分部数据