vs
CALAVO GROWERS INC(CVGW)与LiveRamp Holdings, Inc.(RAMP)财务数据对比。点击上方公司名可切换其他公司
LiveRamp Holdings, Inc.的季度营收约是CALAVO GROWERS INC的1.7倍($212.2M vs $124.7M),LiveRamp Holdings, Inc.净利率更高(18.8% vs 3.1%,领先15.7%),LiveRamp Holdings, Inc.同比增速更快(8.6% vs -26.6%),过去两年LiveRamp Holdings, Inc.的营收复合增速更高(11.1% vs -1.2%)
卡拉沃种植者公司是一家国际化农产消费品企业,核心业务涉及牛油果及其他鲜果、新鲜预制食品的包装与分销,产品面向全球各地的餐饮门店、零售卖场以及个人客户供应,是生鲜果蔬领域颇具规模的供应商。
LiveRamp Holdings, Inc.是一家美国SaaS企业,核心业务为提供数据连接平台,服务涵盖数据导入、线下数据线上迁移等能力,助力企业开展营销相关的数据应用,为品牌及营销从业者的数字化运营提供技术支撑。
CVGW vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.7倍
$124.7M
营收增速更快
RAMP
高出35.2%
-26.6%
净利率更高
RAMP
高出15.7%
3.1%
两年增速更快
RAMP
近两年复合增速
-1.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $124.7M | $212.2M |
| 净利润 | $3.8M | $39.9M |
| 毛利率 | 9.3% | 71.9% |
| 营业利润率 | -1.4% | 18.6% |
| 净利率 | 3.1% | 18.8% |
| 营收同比 | -26.6% | 8.6% |
| 净利润同比 | 2846.0% | 255.7% |
| 每股收益(稀释后) | $0.22 | $0.62 |
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
CVGW
RAMP
| Q4 25 | $124.7M | $212.2M | ||
| Q3 25 | $178.8M | $199.8M | ||
| Q2 25 | $190.5M | $194.8M | ||
| Q1 25 | $154.4M | $188.7M | ||
| Q4 24 | $170.0M | $195.4M | ||
| Q3 24 | $179.6M | $185.5M | ||
| Q2 24 | $184.4M | $176.0M | ||
| Q1 24 | $127.6M | $171.9M |
净利润
CVGW
RAMP
| Q4 25 | $3.8M | $39.9M | ||
| Q3 25 | $4.7M | $27.4M | ||
| Q2 25 | $6.8M | $7.7M | ||
| Q1 25 | $4.4M | $-6.3M | ||
| Q4 24 | $-139.0K | $11.2M | ||
| Q3 24 | $-732.0K | $1.7M | ||
| Q2 24 | $6.1M | $-7.5M | ||
| Q1 24 | $-6.3M | $-5.4M |
毛利率
CVGW
RAMP
| Q4 25 | 9.3% | 71.9% | ||
| Q3 25 | 10.2% | 70.2% | ||
| Q2 25 | 9.5% | 70.1% | ||
| Q1 25 | 10.2% | 69.3% | ||
| Q4 24 | 9.7% | 71.9% | ||
| Q3 24 | 11.2% | 72.4% | ||
| Q2 24 | 11.1% | 70.6% | ||
| Q1 24 | 8.4% | 72.2% |
营业利润率
CVGW
RAMP
| Q4 25 | -1.4% | 18.6% | ||
| Q3 25 | 4.8% | 10.7% | ||
| Q2 25 | 4.0% | 3.7% | ||
| Q1 25 | 3.3% | -6.1% | ||
| Q4 24 | 1.8% | 7.5% | ||
| Q3 24 | 5.2% | 4.0% | ||
| Q2 24 | 4.0% | -3.0% | ||
| Q1 24 | -2.4% | -8.3% |
净利率
CVGW
RAMP
| Q4 25 | 3.1% | 18.8% | ||
| Q3 25 | 2.6% | 13.7% | ||
| Q2 25 | 3.6% | 4.0% | ||
| Q1 25 | 2.9% | -3.3% | ||
| Q4 24 | -0.1% | 5.7% | ||
| Q3 24 | -0.4% | 0.9% | ||
| Q2 24 | 3.3% | -4.3% | ||
| Q1 24 | -4.9% | -3.1% |
每股收益(稀释后)
CVGW
RAMP
| Q4 25 | $0.22 | $0.62 | ||
| Q3 25 | $0.26 | $0.42 | ||
| Q2 25 | $0.38 | $0.12 | ||
| Q1 25 | $0.25 | $-0.10 | ||
| Q4 24 | $-0.01 | $0.17 | ||
| Q3 24 | $-0.04 | $0.03 | ||
| Q2 24 | $0.34 | $-0.11 | ||
| Q1 24 | $-0.35 | $-0.09 |
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 | $61.2M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $206.9M | $962.3M |
| 总资产 | $292.2M | $1.3B |
| 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
CVGW
RAMP
| Q4 25 | $61.2M | $403.4M | ||
| Q3 25 | $63.8M | $376.9M | ||
| Q2 25 | $60.4M | $371.1M | ||
| Q1 25 | $48.5M | $420.8M | ||
| Q4 24 | $57.0M | $384.3M | ||
| Q3 24 | $1.1M | $348.4M | ||
| Q2 24 | $4.3M | $342.7M | ||
| Q1 24 | $5.7M | $368.9M |
股东权益
CVGW
RAMP
| Q4 25 | $206.9M | $962.3M | ||
| Q3 25 | $206.4M | $943.8M | ||
| Q2 25 | $206.6M | $947.8M | ||
| Q1 25 | $202.9M | $948.9M | ||
| Q4 24 | $200.3M | $957.7M | ||
| Q3 24 | $205.2M | $932.1M | ||
| Q2 24 | $207.3M | $951.9M | ||
| Q1 24 | $202.5M | $949.1M |
总资产
CVGW
RAMP
| Q4 25 | $292.2M | $1.3B | ||
| Q3 25 | $301.2M | $1.2B | ||
| Q2 25 | $321.5M | $1.2B | ||
| Q1 25 | $298.9M | $1.3B | ||
| Q4 24 | $301.1M | $1.3B | ||
| Q3 24 | $382.4M | $1.2B | ||
| Q2 24 | $411.4M | $1.2B | ||
| Q1 24 | $394.7M | $1.2B |
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 | $2.3M | — |
| 自由现金流经营现金流 - 资本支出 | $1.2M | — |
| 自由现金流率自由现金流/营收 | 1.0% | — |
| 资本支出强度资本支出/营收 | 0.9% | 0.1% |
| 现金转化率经营现金流/净利润 | 0.60× | — |
| 过去12个月自由现金流最近4个季度 | $19.4M | — |
8季度趋势,按日历期对齐
经营现金流
CVGW
RAMP
| Q4 25 | $2.3M | — | ||
| Q3 25 | $8.0M | $57.4M | ||
| Q2 25 | $15.7M | $-15.8M | ||
| Q1 25 | $-4.4M | — | ||
| Q4 24 | $10.8M | $45.1M | ||
| Q3 24 | $11.4M | $55.6M | ||
| Q2 24 | $2.1M | $-9.3M | ||
| Q1 24 | $58.0K | — |
自由现金流
CVGW
RAMP
| Q4 25 | $1.2M | — | ||
| Q3 25 | $7.3M | $56.8M | ||
| Q2 25 | $15.6M | $-16.2M | ||
| Q1 25 | $-4.7M | — | ||
| Q4 24 | $10.5M | $44.8M | ||
| Q3 24 | $11.3M | $55.4M | ||
| Q2 24 | $745.0K | $-9.6M | ||
| Q1 24 | $-972.0K | — |
自由现金流率
CVGW
RAMP
| Q4 25 | 1.0% | — | ||
| Q3 25 | 4.1% | 28.4% | ||
| Q2 25 | 8.2% | -8.3% | ||
| Q1 25 | -3.1% | — | ||
| Q4 24 | 6.2% | 22.9% | ||
| Q3 24 | 6.3% | 29.8% | ||
| Q2 24 | 0.4% | -5.4% | ||
| Q1 24 | -0.8% | — |
资本支出强度
CVGW
RAMP
| Q4 25 | 0.9% | 0.1% | ||
| Q3 25 | 0.4% | 0.3% | ||
| Q2 25 | 0.1% | 0.2% | ||
| Q1 25 | 0.2% | 0.2% | ||
| Q4 24 | 0.2% | 0.1% | ||
| Q3 24 | 0.1% | 0.1% | ||
| Q2 24 | 0.7% | 0.1% | ||
| Q1 24 | 0.8% | 1.0% |
现金转化率
CVGW
RAMP
| Q4 25 | 0.60× | — | ||
| Q3 25 | 1.69× | 2.09× | ||
| Q2 25 | 2.29× | -2.04× | ||
| Q1 25 | -1.00× | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| Q2 24 | 0.35× | — | ||
| Q1 24 | — | — |
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
CVGW
| Fresh Products | $104.7M | 84% |
| Segment Prepared | $14.5M | 12% |
| Tomatoes | $4.6M | 4% |
RAMP
暂无分部数据