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CoreWeave, Inc.（CRWV）与Equifax（EFX）财务数据对比。点击上方公司名可切换其他公司
Equifax的季度营收约是CoreWeave, Inc.的1.0倍（$1.6B vs $1.6B），Equifax净利率更高（10.4% vs -28.7%，领先39.1%）
CoreWeave是总部位于美国新泽西州利文斯顿的人工智能云计算企业，专注为AI开发者及各行业企业客户提供云侧图形处理器（GPU）算力基础设施，同时自主研发芯片管理相关软件。
Equifax是总部位于美国佐治亚州亚特兰大的跨国消费信用报告机构，与益博睿、环联并称全球三大消费信用报告机构，在全球范围内收集汇总了超过8亿名个人消费者及8800万家企业的相关信息。
CRWV vs EFX — 直观对比
营收规模更大
EFX
是对方的1.0倍
$1.6B
净利率更高
EFX
高出39.1%
-28.7%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.6B |
| 净利润 | $-451.7M | $171.5M |
| 毛利率 | 67.6% | — |
| 营业利润率 | -5.7% | 17.4% |
| 净利率 | -28.7% | 10.4% |
| 营收同比 | — | 697.0% |
| 净利润同比 | — | 28.9% |
| 每股收益（稀释后） | $-0.50 | $120.80 |
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CRWVEFX
| Q2 26 | — | $1.6B | ||
| Q4 25 | $1.6B | $1.6B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $981.6M | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | $583.9M | $1.4B | ||
| Q2 24 | $395.4M | $1.4B |
净利润CRWVEFX
| Q2 26 | — | $171.5M | ||
| Q4 25 | $-451.7M | $175.7M | ||
| Q3 25 | $-110.1M | $160.2M | ||
| Q2 25 | $-290.5M | $191.3M | ||
| Q1 25 | $-314.6M | $133.1M | ||
| Q4 24 | — | $174.0M | ||
| Q3 24 | $-359.8M | $141.3M | ||
| Q2 24 | $-323.0M | $163.9M |
毛利率CRWVEFX
| Q2 26 | — | — | ||
| Q4 25 | 67.6% | — | ||
| Q3 25 | 73.0% | — | ||
| Q2 25 | 74.2% | — | ||
| Q1 25 | 73.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 75.5% | — | ||
| Q2 24 | 72.5% | — |
营业利润率CRWVEFX
| Q2 26 | — | 17.4% | ||
| Q4 25 | -5.7% | 18.3% | ||
| Q3 25 | 3.8% | 17.1% | ||
| Q2 25 | 1.6% | 20.2% | ||
| Q1 25 | -2.8% | 16.4% | ||
| Q4 24 | — | 20.3% | ||
| Q3 24 | 20.1% | 17.1% | ||
| Q2 24 | 19.7% | 19.7% |
净利率CRWVEFX
| Q2 26 | — | 10.4% | ||
| Q4 25 | -28.7% | 11.3% | ||
| Q3 25 | -8.1% | 10.4% | ||
| Q2 25 | -24.0% | 12.4% | ||
| Q1 25 | -32.1% | 9.2% | ||
| Q4 24 | — | 12.3% | ||
| Q3 24 | -61.6% | 9.8% | ||
| Q2 24 | -81.7% | 11.5% |
每股收益（稀释后）CRWVEFX
| Q2 26 | — | $120.80 | ||
| Q4 25 | $-0.50 | $1.44 | ||
| Q3 25 | $-0.22 | $1.29 | ||
| Q2 25 | $-0.60 | $1.53 | ||
| Q1 25 | $-1.49 | $1.06 | ||
| Q4 24 | — | $1.40 | ||
| Q3 24 | $-1.82 | $1.13 | ||
| Q2 24 | $-1.62 | $1.31 |
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 | $3.2B | $183.4M |
| 总债务越低越好 | $21.4B | $5.3B |
| 股东权益账面价值 | $3.3B | $4.6B |
| 总资产 | $49.3B | $11.9B |
| 负债/权益比越低杠杆越低 | 6.41× | 1.16× |
8季度趋势，按日历期对齐
现金及短期投资CRWVEFX
| Q2 26 | — | $183.4M | ||
| Q4 25 | $3.2B | $180.8M | ||
| Q3 25 | $1.9B | $189.0M | ||
| Q2 25 | $1.2B | $189.0M | ||
| Q1 25 | $1.3B | $195.2M | ||
| Q4 24 | — | $169.9M | ||
| Q3 24 | $1.4B | $468.2M | ||
| Q2 24 | $1.0B | $181.9M |
总债务CRWVEFX
| Q2 26 | — | $5.3B | ||
| Q4 25 | $21.4B | $5.1B | ||
| Q3 25 | $14.0B | — | ||
| Q2 25 | $11.1B | — | ||
| Q1 25 | $8.7B | — | ||
| Q4 24 | — | $5.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CRWVEFX
| Q2 26 | — | $4.6B | ||
| Q4 25 | $3.3B | $4.6B | ||
| Q3 25 | $3.9B | $4.9B | ||
| Q2 25 | $2.7B | $5.1B | ||
| Q1 25 | $1.9B | $5.0B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | $-344.0M | $4.9B | ||
| Q2 24 | $-1.0B | $4.7B |
总资产CRWVEFX
| Q2 26 | — | $11.9B | ||
| Q4 25 | $49.3B | $11.9B | ||
| Q3 25 | $32.9B | $11.8B | ||
| Q2 25 | $26.2B | $11.9B | ||
| Q1 25 | $21.9B | $11.9B | ||
| Q4 24 | — | $11.8B | ||
| Q3 24 | — | $12.3B | ||
| Q2 24 | — | $12.2B |
负债/权益比CRWVEFX
| Q2 26 | — | 1.16× | ||
| Q4 25 | 6.41× | 1.11× | ||
| Q3 25 | 3.62× | — | ||
| Q2 25 | 4.16× | — | ||
| Q1 25 | 4.57× | — | ||
| Q4 24 | — | 1.05× | ||
| Q3 24 | — | — | ||
| Q2 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 | $1.6B | — |
| 自由现金流经营现金流 - 资本支出 | $-2.5B | — |
| 自由现金流率自由现金流/营收 | -159.1% | — |
| 资本支出强度资本支出/营收 | 258.3% | 7.3% |
| 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 | $-7.3B | — |
8季度趋势，按日历期对齐
经营现金流CRWVEFX
| Q2 26 | — | — | ||
| Q4 25 | $1.6B | $470.8M | ||
| Q3 25 | $1.7B | $559.9M | ||
| Q2 25 | $-251.3M | $361.1M | ||
| Q1 25 | $61.2M | $223.9M | ||
| Q4 24 | — | $324.8M | ||
| Q3 24 | — | $479.5M | ||
| Q2 24 | — | $267.5M |
自由现金流CRWVEFX
| Q2 26 | — | — | ||
| Q4 25 | $-2.5B | $340.8M | ||
| Q3 25 | $-699.8M | $437.9M | ||
| Q2 25 | $-2.7B | $238.9M | ||
| Q1 25 | $-1.3B | $116.7M | ||
| Q4 24 | — | $205.9M | ||
| Q3 24 | — | $355.5M | ||
| Q2 24 | — | $130.8M |
自由现金流率CRWVEFX
| Q2 26 | — | — | ||
| Q4 25 | -159.1% | 22.0% | ||
| Q3 25 | -51.3% | 28.3% | ||
| Q2 25 | -223.0% | 15.5% | ||
| Q1 25 | -137.1% | 8.1% | ||
| Q4 24 | — | 14.5% | ||
| Q3 24 | — | 24.7% | ||
| Q2 24 | — | 9.1% |
资本支出强度CRWVEFX
| Q2 26 | — | 7.3% | ||
| Q4 25 | 258.3% | 8.4% | ||
| Q3 25 | 175.1% | 7.9% | ||
| Q2 25 | 202.3% | 8.0% | ||
| Q1 25 | 143.4% | 7.4% | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | — | 8.6% | ||
| Q2 24 | — | 9.6% |
现金转化率CRWVEFX
| Q2 26 | — | — | ||
| Q4 25 | — | 2.68× | ||
| Q3 25 | — | 3.50× | ||
| Q2 25 | — | 1.89× | ||
| Q1 25 | — | 1.68× | ||
| Q4 24 | — | 1.87× | ||
| Q3 24 | — | 3.39× | ||
| Q2 24 | — | 1.63× |
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
CRWV
| US | $1.4B | 92% |
| Non Us | $129.3M | 8% |
EFX
| Verification Services | $571.4M | 35% |
| Online Information Solutions | $448.1M | 27% |
| Other | $381.5M | 23% |
| Employer Services | $116.4M | 7% |
| Asia Pacific | $79.7M | 5% |
| Financial Marketing Services | $51.8M | 3% |
