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CuriosityStream Inc.（CURI）与KKR Real Estate Finance Trust Inc.（KREF）财务数据对比。点击上方公司名可切换其他公司
KKR Real Estate Finance Trust Inc.的季度营收约是CuriosityStream Inc.的1.3倍（$25.8M vs $19.2M），CuriosityStream Inc.净利率更高（-19.7% vs -101.7%，领先82.0%），CuriosityStream Inc.同比增速更快（35.8% vs -26.6%），过去两年CuriosityStream Inc.的营收复合增速更高（26.5% vs -18.8%）
CuriosityStream是来自美国的流媒体订阅点播服务商，主打纪实类影视内容，涵盖纪录片长片、系列纪实节目与电视栏目。除了品牌同名的视频点播订阅服务外，该公司还开设了Curiosity纪实线性电视频道，目前已接入FuboTV、Roku频道等多个平台。
KKR房地产金融信托公司是全球投资机构KKR旗下的专业房地产金融平台，主要发起、收购并管理优先担保商业地产贷款组合，抵押物多为美国各地的优质机构级商业地产，通过贷款利息收入为投资者提供稳定的经风险调整后的回报。
CURI vs KREF — 直观对比
营收规模更大
KREF
是对方的1.3倍
$19.2M
营收增速更快
CURI
高出62.4%
-26.6%
净利率更高
CURI
高出82.0%
-101.7%
两年增速更快
CURI
近两年复合增速
-18.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $19.2M | $25.8M |
| 净利润 | $-3.8M | $-26.2M |
| 毛利率 | — | — |
| 营业利润率 | -17.6% | -105.1% |
| 净利率 | -19.7% | -101.7% |
| 营收同比 | 35.8% | -26.6% |
| 净利润同比 | -34.6% | -229.6% |
| 每股收益（稀释后） | $-0.07 | $-0.49 |
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CURIKREF
| Q4 25 | $19.2M | $25.8M | ||
| Q3 25 | $18.4M | $25.3M | ||
| Q2 25 | $19.0M | $30.2M | ||
| Q1 25 | $15.1M | $31.3M | ||
| Q4 24 | $14.1M | $35.1M | ||
| Q3 24 | $12.6M | $37.0M | ||
| Q2 24 | $12.4M | $40.4M | ||
| Q1 24 | $12.0M | $39.1M |
净利润CURIKREF
| Q4 25 | $-3.8M | $-26.2M | ||
| Q3 25 | $-3.7M | $13.8M | ||
| Q2 25 | $784.0K | $-29.7M | ||
| Q1 25 | $319.0K | $-4.9M | ||
| Q4 24 | $-2.8M | $20.3M | ||
| Q3 24 | $-3.1M | $-7.4M | ||
| Q2 24 | $-2.0M | $25.8M | ||
| Q1 24 | $-5.0M | $-3.1M |
营业利润率CURIKREF
| Q4 25 | -17.6% | -105.1% | ||
| Q3 25 | -24.5% | 50.4% | ||
| Q2 25 | 2.5% | -101.3% | ||
| Q1 25 | 0.5% | -18.3% | ||
| Q4 24 | -27.4% | 55.8% | ||
| Q3 24 | -25.8% | -19.6% | ||
| Q2 24 | -20.6% | 63.3% | ||
| Q1 24 | -30.4% | -8.7% |
净利率CURIKREF
| Q4 25 | -19.7% | -101.7% | ||
| Q3 25 | -20.4% | 54.4% | ||
| Q2 25 | 4.1% | -98.5% | ||
| Q1 25 | 2.1% | -15.5% | ||
| Q4 24 | -19.9% | 57.7% | ||
| Q3 24 | -24.3% | -20.0% | ||
| Q2 24 | -16.4% | 63.9% | ||
| Q1 24 | -42.0% | -7.9% |
每股收益（稀释后）CURIKREF
| Q4 25 | $-0.07 | $-0.49 | ||
| Q3 25 | $-0.06 | $0.12 | ||
| Q2 25 | $0.01 | $-0.53 | ||
| Q1 25 | $0.01 | $-0.15 | ||
| Q4 24 | $-0.05 | $0.22 | ||
| Q3 24 | $-0.06 | $-0.19 | ||
| Q2 24 | $-0.04 | $0.29 | ||
| Q1 24 | $-0.09 | $-0.13 |
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 | $27.3M | $84.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $41.5M | $1.2B |
| 总资产 | $75.7M | $6.5B |
| 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CURIKREF
| Q4 25 | $27.3M | $84.6M | ||
| Q3 25 | $27.8M | $204.1M | ||
| Q2 25 | $28.1M | $107.7M | ||
| Q1 25 | $33.4M | $106.4M | ||
| Q4 24 | $32.1M | $104.9M | ||
| Q3 24 | $33.2M | $108.8M | ||
| Q2 24 | $39.5M | $107.2M | ||
| Q1 24 | $38.8M | $106.5M |
股东权益CURIKREF
| Q4 25 | $41.5M | $1.2B | ||
| Q3 25 | $47.2M | $1.2B | ||
| Q2 25 | $49.8M | $1.2B | ||
| Q1 25 | $58.1M | $1.3B | ||
| Q4 24 | $57.8M | $1.3B | ||
| Q3 24 | $62.2M | $1.4B | ||
| Q2 24 | $64.8M | $1.4B | ||
| Q1 24 | $67.0M | $1.4B |
总资产CURIKREF
| Q4 25 | $75.7M | $6.5B | ||
| Q3 25 | $74.7M | $6.5B | ||
| Q2 25 | $78.7M | $6.8B | ||
| Q1 25 | $85.3M | $6.6B | ||
| Q4 24 | $86.2M | $6.4B | ||
| Q3 24 | $87.6M | $6.8B | ||
| Q2 24 | $90.9M | $7.1B | ||
| Q1 24 | $94.6M | $7.3B |
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 | $4.0M | $72.3M |
| 自由现金流经营现金流 - 资本支出 | $3.9M | — |
| 自由现金流率自由现金流/营收 | 20.5% | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流CURIKREF
| Q4 25 | $4.0M | $72.3M | ||
| Q3 25 | $4.4M | $18.5M | ||
| Q2 25 | $2.8M | $21.1M | ||
| Q1 25 | $1.9M | $15.9M | ||
| Q4 24 | $3.0M | $132.6M | ||
| Q3 24 | $2.3M | $49.1M | ||
| Q2 24 | $2.2M | $30.6M | ||
| Q1 24 | $666.0K | $34.5M |
自由现金流CURIKREF
| Q4 25 | $3.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.8M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率CURIKREF
| Q4 25 | 20.5% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 12.2% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度CURIKREF
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 0.0% | — |
现金转化率CURIKREF
| Q4 25 | — | — | ||
| Q3 25 | — | 1.34× | ||
| Q2 25 | 3.56× | — | ||
| Q1 25 | 6.03× | — | ||
| Q4 24 | — | 6.54× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.19× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
