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CoStar Group(CSGP)与FuboTV Inc.(FUBO)财务数据对比。点击上方公司名可切换其他公司
FuboTV Inc.的季度营收约是CoStar Group的1.7倍($1.5B vs $899.9M),CoStar Group净利率更高(5.2% vs -0.4%,领先5.6%),FuboTV Inc.同比增速更快(249.4% vs 26.9%),CoStar Group自由现金流更多($101.3M vs $-200.8M),过去两年FuboTV Inc.的营收复合增速更高(94.3% vs 17.1%)
CoStar Group是1987年成立的美国商业地产服务商,总部位于弗吉尼亚州阿灵顿,业务覆盖北美、欧洲地区,为商业地产行业提供信息、分析及营销解决方案,旗下运营CoStar线上数据库、新闻网站及Apartments.com、Homes.com等多个线上平台。
FuboTV Inc.(简称Fubo)是源自美国的互联网体育流媒体服务商,业务覆盖美国、加拿大与西班牙地区。该平台主打各类直播体育内容,可提供英超、NFL、MLB、NBA、NHL、MLS等各大主流顶级体育赛事转播,同时也涵盖新闻、剧集等综合影视娱乐内容。
CSGP vs FUBO — 直观对比
营收规模更大
FUBO
是对方的1.7倍
$899.9M
营收增速更快
FUBO
高出222.5%
26.9%
净利率更高
CSGP
高出5.6%
-0.4%
自由现金流更多
CSGP
多$302.1M
$-200.8M
两年增速更快
FUBO
近两年复合增速
17.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $899.9M | $1.5B |
| 净利润 | $46.5M | $-6.0M |
| 毛利率 | 78.6% | — |
| 营业利润率 | 5.5% | -1.3% |
| 净利率 | 5.2% | -0.4% |
| 营收同比 | 26.9% | 249.4% |
| 净利润同比 | -22.2% | 84.5% |
| 每股收益(稀释后) | $0.12 | $-0.02 |
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
CSGP
FUBO
| Q4 25 | $899.9M | $1.5B | ||
| Q3 25 | $833.6M | $377.2M | ||
| Q2 25 | $781.3M | $380.0M | ||
| Q1 25 | $732.2M | $416.3M | ||
| Q4 24 | $709.4M | — | ||
| Q3 24 | $692.6M | $386.2M | ||
| Q2 24 | $677.8M | $391.0M | ||
| Q1 24 | $656.4M | $402.3M |
净利润
CSGP
FUBO
| Q4 25 | $46.5M | $-6.0M | ||
| Q3 25 | $-30.9M | $-18.9M | ||
| Q2 25 | $6.2M | $-8.0M | ||
| Q1 25 | $-14.8M | $188.5M | ||
| Q4 24 | $59.8M | — | ||
| Q3 24 | $53.0M | $-52.4M | ||
| Q2 24 | $19.2M | $-25.3M | ||
| Q1 24 | $6.7M | $-56.0M |
毛利率
CSGP
FUBO
| Q4 25 | 78.6% | — | ||
| Q3 25 | 79.3% | — | ||
| Q2 25 | 78.5% | — | ||
| Q1 25 | 79.1% | — | ||
| Q4 24 | 80.1% | — | ||
| Q3 24 | 79.7% | — | ||
| Q2 24 | 80.0% | — | ||
| Q1 24 | 78.5% | — |
营业利润率
CSGP
FUBO
| Q4 25 | 5.5% | -1.3% | ||
| Q3 25 | -6.1% | -5.3% | ||
| Q2 25 | -3.5% | -1.6% | ||
| Q1 25 | -5.8% | -6.1% | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 3.4% | -15.2% | ||
| Q2 24 | -2.4% | -9.1% | ||
| Q1 24 | -6.5% | -15.7% |
净利率
CSGP
FUBO
| Q4 25 | 5.2% | -0.4% | ||
| Q3 25 | -3.7% | -5.0% | ||
| Q2 25 | 0.8% | -2.1% | ||
| Q1 25 | -2.0% | 45.3% | ||
| Q4 24 | 8.4% | — | ||
| Q3 24 | 7.7% | -13.6% | ||
| Q2 24 | 2.8% | -6.5% | ||
| Q1 24 | 1.0% | -13.9% |
每股收益(稀释后)
CSGP
FUBO
| Q4 25 | $0.12 | $-0.02 | ||
| Q3 25 | $-0.07 | $-0.06 | ||
| Q2 25 | $0.01 | $-0.02 | ||
| Q1 25 | $-0.04 | $0.55 | ||
| Q4 24 | $0.14 | — | ||
| Q3 24 | $0.13 | $-0.16 | ||
| Q2 24 | $0.05 | $-0.08 | ||
| Q1 24 | $0.02 | $-0.19 |
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 | $1.6B | $452.4M |
| 总债务越低越好 | $140.0M | — |
| 股东权益账面价值 | $8.3B | $275.5M |
| 总资产 | $10.5B | $4.1B |
| 负债/权益比越低杠杆越低 | 0.02× | — |
8季度趋势,按日历期对齐
现金及短期投资
CSGP
FUBO
| Q4 25 | $1.6B | $452.4M | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $3.6B | $283.6M | ||
| Q1 25 | $3.7B | $321.6M | ||
| Q4 24 | $4.7B | — | ||
| Q3 24 | — | $146.2M | ||
| Q2 24 | — | $155.2M | ||
| Q1 24 | — | $168.9M |
总债务
CSGP
FUBO
| Q4 25 | $140.0M | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $1.0B | — |
股东权益
CSGP
FUBO
| Q4 25 | $8.3B | $275.5M | ||
| Q3 25 | $8.6B | $915.3M | ||
| Q2 25 | $8.6B | $400.4M | ||
| Q1 25 | $8.6B | $389.0M | ||
| Q4 24 | $7.6B | — | ||
| Q3 24 | $7.5B | $905.3M | ||
| Q2 24 | $7.4B | $254.2M | ||
| Q1 24 | $7.3B | $236.1M |
总资产
CSGP
FUBO
| Q4 25 | $10.5B | $4.1B | ||
| Q3 25 | $10.8B | $1.3B | ||
| Q2 25 | $10.5B | $1.2B | ||
| Q1 25 | $10.4B | $1.2B | ||
| Q4 24 | $9.3B | — | ||
| Q3 24 | $9.1B | $1.1B | ||
| Q2 24 | $9.1B | $1.1B | ||
| Q1 24 | $9.0B | $1.1B |
负债/权益比
CSGP
FUBO
| Q4 25 | 0.02× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.13× | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | — | ||
| Q1 24 | 0.14× | — |
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 | $162.1M | $-200.3M |
| 自由现金流经营现金流 - 资本支出 | $101.3M | $-200.8M |
| 自由现金流率自由现金流/营收 | 11.3% | -13.0% |
| 资本支出强度资本支出/营收 | 6.8% | 0.0% |
| 现金转化率经营现金流/净利润 | 3.49× | — |
| 过去12个月自由现金流最近4个季度 | $123.0M | $-81.3M |
8季度趋势,按日历期对齐
经营现金流
CSGP
FUBO
| Q4 25 | $162.1M | $-200.3M | ||
| Q3 25 | $68.2M | $-6.5M | ||
| Q2 25 | $146.5M | $-34.6M | ||
| Q1 25 | $53.2M | $161.4M | ||
| Q4 24 | $94.6M | — | ||
| Q3 24 | $100.3M | $235.0K | ||
| Q2 24 | $58.1M | $-32.3M | ||
| Q1 24 | $139.6M | $-67.3M |
自由现金流
CSGP
FUBO
| Q4 25 | $101.3M | $-200.8M | ||
| Q3 25 | $-5.5M | $-6.5M | ||
| Q2 25 | $27.7M | $-35.0M | ||
| Q1 25 | $-500.0K | $161.1M | ||
| Q4 24 | $25.2M | — | ||
| Q3 24 | $40.2M | $-1.3M | ||
| Q2 24 | $-14.7M | $-32.5M | ||
| Q1 24 | $-237.1M | $-67.4M |
自由现金流率
CSGP
FUBO
| Q4 25 | 11.3% | -13.0% | ||
| Q3 25 | -0.7% | -1.7% | ||
| Q2 25 | 3.5% | -9.2% | ||
| Q1 25 | -0.1% | 38.7% | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 5.8% | -0.3% | ||
| Q2 24 | -2.2% | -8.3% | ||
| Q1 24 | -36.1% | -16.7% |
资本支出强度
CSGP
FUBO
| Q4 25 | 6.8% | 0.0% | ||
| Q3 25 | 8.8% | 0.0% | ||
| Q2 25 | 15.2% | 0.1% | ||
| Q1 25 | 7.3% | 0.1% | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | 8.7% | 0.4% | ||
| Q2 24 | 10.7% | 0.1% | ||
| Q1 24 | 57.4% | 0.0% |
现金转化率
CSGP
FUBO
| Q4 25 | 3.49× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 23.63× | — | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | 1.58× | — | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 3.03× | — | ||
| Q1 24 | 20.84× | — |
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
CSGP
| Co Star | $503.8M | 56% |
| Other | $283.0M | 31% |
| Loop Net | $94.7M | 11% |
FUBO
| Related Party | $1.2B | 75% |
| Subscription And Advertising | $377.9M | 24% |