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CoreWeave, Inc.（CRWV）与Sylvamo Corp（SLVM）财务数据对比。点击上方公司名可切换其他公司
CoreWeave, Inc.的季度营收约是Sylvamo Corp的1.8倍（$1.6B vs $890.0M），Sylvamo Corp净利率更高（3.7% vs -28.7%，领先32.4%），Sylvamo Corp自由现金流更多（$38.0M vs $-2.5B）
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。
西尔瓦莫公司是全球领先的可持续纸浆与纸品生产商，核心产品包括非涂布印刷纸、包装纸及商用纸浆，业务覆盖北美、欧洲、拉美地区，服务办公耗材、出版、商业印刷、包装等多个领域。
CRWV vs SLVM — 直观对比
营收规模更大
CRWV
是对方的1.8倍
$890.0M
净利率更高
SLVM
高出32.4%
-28.7%
自由现金流更多
SLVM
多$2.5B
$-2.5B
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $890.0M |
| 净利润 | $-451.7M | $33.0M |
| 毛利率 | 67.6% | — |
| 营业利润率 | -5.7% | 8.9% |
| 净利率 | -28.7% | 3.7% |
| 营收同比 | — | -8.2% |
| 净利润同比 | — | -59.3% |
| 每股收益（稀释后） | $-0.50 | $0.81 |
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CRWVSLVM
| Q4 25 | $1.6B | $890.0M | ||
| Q3 25 | $1.4B | $846.0M | ||
| Q2 25 | $1.2B | $794.0M | ||
| Q1 25 | $981.6M | $821.0M | ||
| Q4 24 | — | $970.0M | ||
| Q3 24 | $583.9M | $965.0M | ||
| Q2 24 | $395.4M | $933.0M | ||
| Q1 24 | — | $905.0M |
净利润CRWVSLVM
| Q4 25 | $-451.7M | $33.0M | ||
| Q3 25 | $-110.1M | $57.0M | ||
| Q2 25 | $-290.5M | $15.0M | ||
| Q1 25 | $-314.6M | $27.0M | ||
| Q4 24 | — | $81.0M | ||
| Q3 24 | $-359.8M | $95.0M | ||
| Q2 24 | $-323.0M | $83.0M | ||
| Q1 24 | — | $43.0M |
毛利率CRWVSLVM
| 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% | — | ||
| Q1 24 | — | — |
营业利润率CRWVSLVM
| Q4 25 | -5.7% | 8.9% | ||
| Q3 25 | 3.8% | 11.6% | ||
| Q2 25 | 1.6% | 3.8% | ||
| Q1 25 | -2.8% | 5.4% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | 20.1% | 15.5% | ||
| Q2 24 | 19.7% | 13.1% | ||
| Q1 24 | — | 8.0% |
净利率CRWVSLVM
| Q4 25 | -28.7% | 3.7% | ||
| Q3 25 | -8.1% | 6.7% | ||
| Q2 25 | -24.0% | 1.9% | ||
| Q1 25 | -32.1% | 3.3% | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | -61.6% | 9.8% | ||
| Q2 24 | -81.7% | 8.9% | ||
| Q1 24 | — | 4.8% |
每股收益（稀释后）CRWVSLVM
| Q4 25 | $-0.50 | $0.81 | ||
| Q3 25 | $-0.22 | $1.41 | ||
| Q2 25 | $-0.60 | $0.37 | ||
| Q1 25 | $-1.49 | $0.65 | ||
| Q4 24 | — | $1.91 | ||
| Q3 24 | $-1.82 | $2.27 | ||
| Q2 24 | $-1.62 | $1.98 | ||
| Q1 24 | — | $1.02 |
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 | $198.0M |
| 总债务越低越好 | $21.4B | $763.0M |
| 股东权益账面价值 | $3.3B | $966.0M |
| 总资产 | $49.3B | $2.8B |
| 负债/权益比越低杠杆越低 | 6.41× | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资CRWVSLVM
| Q4 25 | $3.2B | $198.0M | ||
| Q3 25 | $1.9B | $146.0M | ||
| Q2 25 | $1.2B | $183.0M | ||
| Q1 25 | $1.3B | $220.0M | ||
| Q4 24 | — | $309.0M | ||
| Q3 24 | $1.4B | $414.0M | ||
| Q2 24 | $1.0B | $213.0M | ||
| Q1 24 | — | $218.0M |
总债务CRWVSLVM
| Q4 25 | $21.4B | $763.0M | ||
| Q3 25 | $14.0B | $778.0M | ||
| Q2 25 | $11.1B | $767.0M | ||
| Q1 25 | $8.7B | $794.0M | ||
| Q4 24 | — | $782.0M | ||
| Q3 24 | — | $883.0M | ||
| Q2 24 | — | $894.0M | ||
| Q1 24 | — | $921.0M |
股东权益CRWVSLVM
| Q4 25 | $3.3B | $966.0M | ||
| Q3 25 | $3.9B | $977.0M | ||
| Q2 25 | $2.7B | $959.0M | ||
| Q1 25 | $1.9B | $908.0M | ||
| Q4 24 | — | $847.0M | ||
| Q3 24 | $-344.0M | $937.0M | ||
| Q2 24 | $-1.0B | $830.0M | ||
| Q1 24 | — | $889.0M |
总资产CRWVSLVM
| Q4 25 | $49.3B | $2.8B | ||
| Q3 25 | $32.9B | $2.7B | ||
| Q2 25 | $26.2B | $2.7B | ||
| Q1 25 | $21.9B | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.7B | ||
| Q1 24 | — | $2.6B |
负债/权益比CRWVSLVM
| Q4 25 | 6.41× | 0.79× | ||
| Q3 25 | 3.62× | 0.80× | ||
| Q2 25 | 4.16× | 0.80× | ||
| Q1 25 | 4.57× | 0.87× | ||
| Q4 24 | — | 0.92× | ||
| Q3 24 | — | 0.94× | ||
| Q2 24 | — | 1.08× | ||
| Q1 24 | — | 1.04× |
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 | $94.0M |
| 自由现金流经营现金流 - 资本支出 | $-2.5B | $38.0M |
| 自由现金流率自由现金流/营收 | -159.1% | 4.3% |
| 资本支出强度资本支出/营收 | 258.3% | 6.3% |
| 现金转化率经营现金流/净利润 | — | 2.85× |
| 过去12个月自由现金流最近4个季度 | $-7.3B | $44.0M |
8季度趋势，按日历期对齐
经营现金流CRWVSLVM
| Q4 25 | $1.6B | $94.0M | ||
| Q3 25 | $1.7B | $87.0M | ||
| Q2 25 | $-251.3M | $64.0M | ||
| Q1 25 | $61.2M | $23.0M | ||
| Q4 24 | — | $164.0M | ||
| Q3 24 | — | $163.0M | ||
| Q2 24 | — | $115.0M | ||
| Q1 24 | — | $27.0M |
自由现金流CRWVSLVM
| Q4 25 | $-2.5B | $38.0M | ||
| Q3 25 | $-699.8M | $33.0M | ||
| Q2 25 | $-2.7B | $-2.0M | ||
| Q1 25 | $-1.3B | $-25.0M | ||
| Q4 24 | — | $100.0M | ||
| Q3 24 | — | $119.0M | ||
| Q2 24 | — | $62.0M | ||
| Q1 24 | — | $-33.0M |
自由现金流率CRWVSLVM
| Q4 25 | -159.1% | 4.3% | ||
| Q3 25 | -51.3% | 3.9% | ||
| Q2 25 | -223.0% | -0.3% | ||
| Q1 25 | -137.1% | -3.0% | ||
| Q4 24 | — | 10.3% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 6.6% | ||
| Q1 24 | — | -3.6% |
资本支出强度CRWVSLVM
| Q4 25 | 258.3% | 6.3% | ||
| Q3 25 | 175.1% | 6.4% | ||
| Q2 25 | 202.3% | 8.3% | ||
| Q1 25 | 143.4% | 5.8% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | — | 4.6% | ||
| Q2 24 | — | 5.7% | ||
| Q1 24 | — | 6.6% |
现金转化率CRWVSLVM
| Q4 25 | — | 2.85× | ||
| Q3 25 | — | 1.53× | ||
| Q2 25 | — | 4.27× | ||
| Q1 25 | — | 0.85× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | — | 1.72× | ||
| Q2 24 | — | 1.39× | ||
| Q1 24 | — | 0.63× |
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% |
SLVM
暂无分部数据
