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CARVANA CO.（CVNA）与恩智浦（NXPI）财务数据对比。点击上方公司名可切换其他公司
CARVANA CO.的季度营收约是恩智浦的1.7倍（$5.6B vs $3.3B），CARVANA CO.净利率更高（15.3% vs 13.6%，领先1.7%），CARVANA CO.同比增速更快（58.0% vs 7.2%），恩智浦自由现金流更多（$793.0M vs $379.0M），过去两年CARVANA CO.的营收复合增速更高（35.3% vs 3.3%）
Carvana Co.是总部位于美国亚利桑那州坦佩市的线上二手车零售企业，主打线上一站式购车服务，2021年成功入选《财富》500强榜单，是该榜单有史以来最年轻的上榜企业之一。
恩智浦是总部位于荷兰埃因霍温的半导体设计与制造企业，为2024年市值排名欧洲第三的半导体公司。目前集团在全球30多个国家拥有约3.4万名员工，2024年总营收达126.1亿美元。
CVNA vs NXPI — 直观对比
营收规模更大
CVNA
是对方的1.7倍
$3.3B
营收增速更快
CVNA
高出50.8%
7.2%
净利率更高
CVNA
高出1.7%
13.6%
自由现金流更多
NXPI
多$414.0M
$379.0M
两年增速更快
CVNA
近两年复合增速
3.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $5.6B | $3.3B |
| 净利润 | $857.0M | $455.0M |
| 毛利率 | 18.8% | 54.2% |
| 营业利润率 | 7.6% | 22.3% |
| 净利率 | 15.3% | 13.6% |
| 营收同比 | 58.0% | 7.2% |
| 净利润同比 | 984.8% | -8.1% |
| 每股收益（稀释后） | — | $1.80 |
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CVNANXPI
| Q4 25 | $5.6B | $3.3B | ||
| Q3 25 | $5.6B | $3.2B | ||
| Q2 25 | $4.8B | $2.9B | ||
| Q1 25 | $4.2B | $2.8B | ||
| Q4 24 | $3.5B | $3.1B | ||
| Q3 24 | $3.7B | $3.3B | ||
| Q2 24 | $3.4B | $3.1B | ||
| Q1 24 | $3.1B | $3.1B |
净利润CVNANXPI
| Q4 25 | $857.0M | $455.0M | ||
| Q3 25 | $151.0M | $631.0M | ||
| Q2 25 | $183.0M | $445.0M | ||
| Q1 25 | $216.0M | $490.0M | ||
| Q4 24 | $79.0M | $495.0M | ||
| Q3 24 | $85.0M | $718.0M | ||
| Q2 24 | $18.0M | $658.0M | ||
| Q1 24 | $28.0M | $639.0M |
毛利率CVNANXPI
| Q4 25 | 18.8% | 54.2% | ||
| Q3 25 | 20.3% | 56.3% | ||
| Q2 25 | 22.0% | 53.4% | ||
| Q1 25 | 22.0% | 55.0% | ||
| Q4 24 | 21.5% | 53.9% | ||
| Q3 24 | 22.1% | 57.4% | ||
| Q2 24 | 21.0% | 57.3% | ||
| Q1 24 | 19.3% | 57.0% |
营业利润率CVNANXPI
| Q4 25 | 7.6% | 22.3% | ||
| Q3 25 | 9.8% | 28.1% | ||
| Q2 25 | 10.6% | 23.5% | ||
| Q1 25 | 9.3% | 25.5% | ||
| Q4 24 | 7.3% | 21.7% | ||
| Q3 24 | 9.2% | 30.5% | ||
| Q2 24 | 7.6% | 28.7% | ||
| Q1 24 | 4.4% | 27.4% |
净利率CVNANXPI
| Q4 25 | 15.3% | 13.6% | ||
| Q3 25 | 2.7% | 19.9% | ||
| Q2 25 | 3.8% | 15.2% | ||
| Q1 25 | 5.1% | 17.3% | ||
| Q4 24 | 2.2% | 15.9% | ||
| Q3 24 | 2.3% | 22.1% | ||
| Q2 24 | 0.5% | 21.0% | ||
| Q1 24 | 0.9% | 20.4% |
每股收益（稀释后）CVNANXPI
| Q4 25 | — | $1.80 | ||
| Q3 25 | — | $2.48 | ||
| Q2 25 | — | $1.75 | ||
| Q1 25 | — | $1.92 | ||
| Q4 24 | — | $1.93 | ||
| Q3 24 | — | $2.79 | ||
| Q2 24 | — | $2.54 | ||
| Q1 24 | $0.24 | $2.47 |
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 | $2.3B | $3.3B |
| 总债务越低越好 | $4.9B | $11.0B |
| 股东权益账面价值 | $3.4B | $10.1B |
| 总资产 | $13.2B | $26.6B |
| 负债/权益比越低杠杆越低 | 1.43× | 1.09× |
8季度趋势，按日历期对齐
现金及短期投资CVNANXPI
| Q4 25 | $2.3B | $3.3B | ||
| Q3 25 | $2.1B | $3.5B | ||
| Q2 25 | $1.9B | $3.2B | ||
| Q1 25 | $1.9B | $4.0B | ||
| Q4 24 | $1.7B | $3.3B | ||
| Q3 24 | $871.0M | $2.7B | ||
| Q2 24 | $542.0M | $2.9B | ||
| Q1 24 | $252.0M | $2.9B |
总债务CVNANXPI
| Q4 25 | $4.9B | $11.0B | ||
| Q3 25 | — | $11.0B | ||
| Q2 25 | — | $9.5B | ||
| Q1 25 | — | $10.2B | ||
| Q4 24 | $5.3B | $10.4B | ||
| Q3 24 | — | $9.7B | ||
| Q2 24 | — | $9.7B | ||
| Q1 24 | — | $10.2B |
股东权益CVNANXPI
| Q4 25 | $3.4B | $10.1B | ||
| Q3 25 | $2.3B | $10.0B | ||
| Q2 25 | $1.7B | $9.6B | ||
| Q1 25 | $1.5B | $9.3B | ||
| Q4 24 | $1.3B | $9.2B | ||
| Q3 24 | $611.0M | $9.4B | ||
| Q2 24 | $526.0M | $9.0B | ||
| Q1 24 | $289.0M | $8.8B |
总资产CVNANXPI
| Q4 25 | $13.2B | $26.6B | ||
| Q3 25 | $9.9B | $26.4B | ||
| Q2 25 | $9.4B | $25.3B | ||
| Q1 25 | $8.9B | $25.2B | ||
| Q4 24 | $8.5B | $24.4B | ||
| Q3 24 | $7.4B | $23.7B | ||
| Q2 24 | $7.2B | $23.2B | ||
| Q1 24 | $7.0B | $23.3B |
负债/权益比CVNANXPI
| Q4 25 | 1.43× | 1.09× | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | — | 0.99× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | 4.20× | 1.13× | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 1.07× | ||
| Q1 24 | — | 1.15× |
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 | $430.0M | $891.0M |
| 自由现金流经营现金流 - 资本支出 | $379.0M | $793.0M |
| 自由现金流率自由现金流/营收 | 6.8% | 23.8% |
| 资本支出强度资本支出/营收 | 0.9% | 2.9% |
| 现金转化率经营现金流/净利润 | 0.50× | 1.96× |
| 过去12个月自由现金流最近4个季度 | $889.0M | $2.4B |
8季度趋势，按日历期对齐
经营现金流CVNANXPI
| Q4 25 | $430.0M | $891.0M | ||
| Q3 25 | $345.0M | $585.0M | ||
| Q2 25 | $29.0M | $779.0M | ||
| Q1 25 | $232.0M | $565.0M | ||
| Q4 24 | $60.0M | $391.0M | ||
| Q3 24 | $403.0M | $779.0M | ||
| Q2 24 | $354.0M | $761.0M | ||
| Q1 24 | $101.0M | $851.0M |
自由现金流CVNANXPI
| Q4 25 | $379.0M | $793.0M | ||
| Q3 25 | $307.0M | $508.0M | ||
| Q2 25 | $-2.0M | $696.0M | ||
| Q1 25 | $205.0M | $426.0M | ||
| Q4 24 | $36.0M | $261.0M | ||
| Q3 24 | $376.0M | $593.0M | ||
| Q2 24 | $332.0M | $576.0M | ||
| Q1 24 | $83.0M | $625.0M |
自由现金流率CVNANXPI
| Q4 25 | 6.8% | 23.8% | ||
| Q3 25 | 5.4% | 16.0% | ||
| Q2 25 | -0.0% | 23.8% | ||
| Q1 25 | 4.8% | 15.0% | ||
| Q4 24 | 1.0% | 8.4% | ||
| Q3 24 | 10.3% | 18.2% | ||
| Q2 24 | 9.7% | 18.4% | ||
| Q1 24 | 2.7% | 20.0% |
资本支出强度CVNANXPI
| Q4 25 | 0.9% | 2.9% | ||
| Q3 25 | 0.7% | 2.4% | ||
| Q2 25 | 0.6% | 2.8% | ||
| Q1 25 | 0.6% | 4.9% | ||
| Q4 24 | 0.7% | 4.2% | ||
| Q3 24 | 0.7% | 5.7% | ||
| Q2 24 | 0.6% | 5.9% | ||
| Q1 24 | 0.6% | 7.2% |
现金转化率CVNANXPI
| Q4 25 | 0.50× | 1.96× | ||
| Q3 25 | 2.28× | 0.93× | ||
| Q2 25 | 0.16× | 1.75× | ||
| Q1 25 | 1.07× | 1.15× | ||
| Q4 24 | 0.76× | 0.79× | ||
| Q3 24 | 4.74× | 1.08× | ||
| Q2 24 | 19.67× | 1.16× | ||
| Q1 24 | 3.61× | 1.33× |
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
CVNA
| Used Vehicle Sales | $4.2B | 74% |
| Wholesale Sales And Revenues | $988.0M | 18% |
| Other | $459.0M | 8% |
NXPI
| Distributors | $2.0B | 61% |
| Other | $1.3B | 38% |
