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CoreWeave, Inc.（CRWV）与WEIS MARKETS INC（WMK）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WEIS MARKETS INC的1.2倍（$1.6B vs $1.3B），WEIS MARKETS INC净利率更高（2.5% vs -28.7%，领先31.2%），WEIS MARKETS INC自由现金流更多（$36.4M 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。
魏斯市场（Weis Markets）是美国本土食品零售企业，总部位于宾夕法尼亚州森伯里。目前在宾夕法尼亚、马里兰、纽约、新泽西、西弗吉尼亚、弗吉尼亚、特拉华七个州运营200家门店，员工规模超2.3万人。
CRWV vs WMK — 直观对比
营收规模更大
CRWV
是对方的1.2倍
$1.3B
净利率更高
WMK
高出31.2%
-28.7%
自由现金流更多
WMK
多$2.5B
$-2.5B
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.3B |
| 净利润 | $-451.7M | $32.0M |
| 毛利率 | 67.6% | 25.3% |
| 营业利润率 | -5.7% | 3.2% |
| 净利率 | -28.7% | 2.5% |
| 营收同比 | — | 5.0% |
| 净利润同比 | — | -5.1% |
| 每股收益（稀释后） | $-0.50 | $1.27 |
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CRWVWMK
| Q4 25 | $1.6B | $1.3B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $981.6M | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $583.9M | $1.2B | ||
| Q2 24 | $395.4M | $1.2B | ||
| Q1 24 | — | $1.2B |
净利润CRWVWMK
| Q4 25 | $-451.7M | $32.0M | ||
| Q3 25 | $-110.1M | $16.9M | ||
| Q2 25 | $-290.5M | $25.3M | ||
| Q1 25 | $-314.6M | $19.5M | ||
| Q4 24 | — | $33.7M | ||
| Q3 24 | $-359.8M | $24.5M | ||
| Q2 24 | $-323.0M | $25.4M | ||
| Q1 24 | — | $22.4M |
毛利率CRWVWMK
| Q4 25 | 67.6% | 25.3% | ||
| Q3 25 | 73.0% | 24.7% | ||
| Q2 25 | 74.2% | 25.2% | ||
| Q1 25 | 73.3% | 24.8% | ||
| Q4 24 | — | 25.4% | ||
| Q3 24 | 75.5% | 24.6% | ||
| Q2 24 | 72.5% | 25.1% | ||
| Q1 24 | — | 24.9% |
营业利润率CRWVWMK
| Q4 25 | -5.7% | 3.2% | ||
| Q3 25 | 3.8% | 1.7% | ||
| Q2 25 | 1.6% | 2.5% | ||
| Q1 25 | -2.8% | 1.8% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | 20.1% | 2.3% | ||
| Q2 24 | 19.7% | 2.6% | ||
| Q1 24 | — | 2.2% |
净利率CRWVWMK
| Q4 25 | -28.7% | 2.5% | ||
| Q3 25 | -8.1% | 1.4% | ||
| Q2 25 | -24.0% | 2.1% | ||
| Q1 25 | -32.1% | 1.6% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | -61.6% | 2.1% | ||
| Q2 24 | -81.7% | 2.1% | ||
| Q1 24 | — | 1.9% |
每股收益（稀释后）CRWVWMK
| Q4 25 | $-0.50 | $1.27 | ||
| Q3 25 | $-0.22 | $0.69 | ||
| Q2 25 | $-0.60 | $0.96 | ||
| Q1 25 | $-1.49 | $0.73 | ||
| Q4 24 | — | $1.25 | ||
| Q3 24 | $-1.82 | $0.91 | ||
| Q2 24 | $-1.62 | $0.95 | ||
| Q1 24 | — | $0.83 |
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 | $214.2M |
| 总债务越低越好 | $21.4B | — |
| 股东权益账面价值 | $3.3B | $1.4B |
| 总资产 | $49.3B | $2.0B |
| 负债/权益比越低杠杆越低 | 6.41× | — |
8季度趋势，按日历期对齐
现金及短期投资CRWVWMK
| Q4 25 | $3.2B | $214.2M | ||
| Q3 25 | $1.9B | $177.6M | ||
| Q2 25 | $1.2B | $188.8M | ||
| Q1 25 | $1.3B | $337.9M | ||
| Q4 24 | — | $382.3M | ||
| Q3 24 | $1.4B | $381.2M | ||
| Q2 24 | $1.0B | $398.7M | ||
| Q1 24 | — | $397.5M |
总债务CRWVWMK
| Q4 25 | $21.4B | — | ||
| Q3 25 | $14.0B | — | ||
| Q2 25 | $11.1B | — | ||
| Q1 25 | $8.7B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益CRWVWMK
| Q4 25 | $3.3B | $1.4B | ||
| Q3 25 | $3.9B | $1.3B | ||
| Q2 25 | $2.7B | $1.3B | ||
| Q1 25 | $1.9B | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | $-344.0M | $1.4B | ||
| Q2 24 | $-1.0B | $1.4B | ||
| Q1 24 | — | $1.4B |
总资产CRWVWMK
| Q4 25 | $49.3B | $2.0B | ||
| Q3 25 | $32.9B | $2.0B | ||
| Q2 25 | $26.2B | $1.9B | ||
| Q1 25 | $21.9B | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.0B |
负债/权益比CRWVWMK
| Q4 25 | 6.41× | — | ||
| Q3 25 | 3.62× | — | ||
| Q2 25 | 4.16× | — | ||
| Q1 25 | 4.57× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $86.6M |
| 自由现金流经营现金流 - 资本支出 | $-2.5B | $36.4M |
| 自由现金流率自由现金流/营收 | -159.1% | 2.8% |
| 资本支出强度资本支出/营收 | 258.3% | 3.9% |
| 现金转化率经营现金流/净利润 | — | 2.71× |
| 过去12个月自由现金流最近4个季度 | $-7.3B | $4.8M |
8季度趋势，按日历期对齐
经营现金流CRWVWMK
| Q4 25 | $1.6B | $86.6M | ||
| Q3 25 | $1.7B | $59.2M | ||
| Q2 25 | $-251.3M | $56.6M | ||
| Q1 25 | $61.2M | $4.9M | ||
| Q4 24 | — | $87.1M | ||
| Q3 24 | — | $25.8M | ||
| Q2 24 | — | $40.3M | ||
| Q1 24 | — | $34.2M |
自由现金流CRWVWMK
| Q4 25 | $-2.5B | $36.4M | ||
| Q3 25 | $-699.8M | $-4.7M | ||
| Q2 25 | $-2.7B | $1.4M | ||
| Q1 25 | $-1.3B | $-28.3M | ||
| Q4 24 | — | $33.7M | ||
| Q3 24 | — | $-16.5M | ||
| Q2 24 | — | $10.2M | ||
| Q1 24 | — | $-1.3M |
自由现金流率CRWVWMK
| Q4 25 | -159.1% | 2.8% | ||
| Q3 25 | -51.3% | -0.4% | ||
| Q2 25 | -223.0% | 0.1% | ||
| Q1 25 | -137.1% | -2.4% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | -1.4% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | -0.1% |
资本支出强度CRWVWMK
| Q4 25 | 258.3% | 3.9% | ||
| Q3 25 | 175.1% | 5.1% | ||
| Q2 25 | 202.3% | 4.5% | ||
| Q1 25 | 143.4% | 2.8% | ||
| Q4 24 | — | 4.3% | ||
| Q3 24 | — | 3.6% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | — | 3.0% |
现金转化率CRWVWMK
| Q4 25 | — | 2.71× | ||
| Q3 25 | — | 3.50× | ||
| Q2 25 | — | 2.24× | ||
| Q1 25 | — | 0.25× | ||
| Q4 24 | — | 2.59× | ||
| Q3 24 | — | 1.05× | ||
| Q2 24 | — | 1.58× | ||
| Q1 24 | — | 1.53× |
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% |
WMK
| Grocery | $1.0B | 80% |
| Pharmacy | $186.7M | 14% |
| Fuel Product | $66.5M | 5% |
| Services | $5.9M | 0% |
| Manufacturing | $2.2M | 0% |
