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DELUXE CORP（DLX）与Reddit, Inc.（RDDT）财务数据对比。点击上方公司名可切换其他公司
Reddit, Inc.的季度营收约是DELUXE CORP的1.4倍（$725.6M vs $535.2M），Reddit, Inc.净利率更高（34.7% vs 2.2%，领先32.4%），Reddit, Inc.同比增速更快（69.7% vs 2.8%），过去两年Reddit, Inc.的营收复合增速更高（72.8% vs 0.0%）
德朗士公司是一家美国企业，提供支付处理、数据服务、票据与促销产品以及商户服务，业务分为B2B支付、数据、印刷和商户服务四大板块。截至2025年，公司为数百万中小企业和数千家金融机构提供服务，每年处理支付交易总额超2.8万亿美元，虽传统核心业务为票据印刷等印刷产品，如今支付与数据服务已成为核心板块。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
DLX vs RDDT — 直观对比
营收规模更大
RDDT
是对方的1.4倍
$535.2M
营收增速更快
RDDT
高出66.8%
2.8%
净利率更高
RDDT
高出32.4%
2.2%
两年增速更快
RDDT
近两年复合增速
0.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $535.2M | $725.6M |
| 净利润 | $12.0M | $251.6M |
| 毛利率 | 52.2% | 91.9% |
| 营业利润率 | 8.9% | 31.9% |
| 净利率 | 2.2% | 34.7% |
| 营收同比 | 2.8% | 69.7% |
| 净利润同比 | -5.0% | 254.2% |
| 每股收益（稀释后） | $0.25 | $1.24 |
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DLXRDDT
| Q4 25 | $535.2M | $725.6M | ||
| Q3 25 | $540.2M | $584.9M | ||
| Q2 25 | $521.3M | $499.6M | ||
| Q1 25 | $536.5M | $392.4M | ||
| Q4 24 | $520.6M | $427.7M | ||
| Q3 24 | $528.4M | $348.4M | ||
| Q2 24 | $537.8M | $281.2M | ||
| Q1 24 | $535.0M | $243.0M |
净利润DLXRDDT
| Q4 25 | $12.0M | $251.6M | ||
| Q3 25 | $33.7M | $162.7M | ||
| Q2 25 | $22.4M | $89.3M | ||
| Q1 25 | $14.0M | $26.2M | ||
| Q4 24 | $12.6M | $71.0M | ||
| Q3 24 | $8.9M | $29.9M | ||
| Q2 24 | $20.5M | $-10.1M | ||
| Q1 24 | $10.8M | $-575.1M |
毛利率DLXRDDT
| Q4 25 | 52.2% | 91.9% | ||
| Q3 25 | 53.9% | 91.0% | ||
| Q2 25 | 53.6% | 90.8% | ||
| Q1 25 | 52.4% | 90.5% | ||
| Q4 24 | 52.3% | 92.6% | ||
| Q3 24 | 53.3% | 90.1% | ||
| Q2 24 | 53.7% | 89.5% | ||
| Q1 24 | 53.0% | 88.6% |
营业利润率DLXRDDT
| Q4 25 | 8.9% | 31.9% | ||
| Q3 25 | 14.0% | 23.7% | ||
| Q2 25 | 11.7% | 13.6% | ||
| Q1 25 | 9.0% | 1.0% | ||
| Q4 24 | 9.0% | 12.4% | ||
| Q3 24 | 7.9% | 2.0% | ||
| Q2 24 | 11.0% | -11.0% | ||
| Q1 24 | 8.3% | -242.5% |
净利率DLXRDDT
| Q4 25 | 2.2% | 34.7% | ||
| Q3 25 | 6.2% | 27.8% | ||
| Q2 25 | 4.3% | 17.9% | ||
| Q1 25 | 2.6% | 6.7% | ||
| Q4 24 | 2.4% | 16.6% | ||
| Q3 24 | 1.7% | 8.6% | ||
| Q2 24 | 3.8% | -3.6% | ||
| Q1 24 | 2.0% | -236.7% |
每股收益（稀释后）DLXRDDT
| Q4 25 | $0.25 | $1.24 | ||
| Q3 25 | $0.74 | $0.80 | ||
| Q2 25 | $0.50 | $0.45 | ||
| Q1 25 | $0.31 | $0.13 | ||
| Q4 24 | $0.28 | $4.76 | ||
| Q3 24 | $0.20 | $0.16 | ||
| Q2 24 | $0.46 | $-0.06 | ||
| Q1 24 | $0.24 | $-8.19 |
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 | $36.9M | $953.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $680.7M | $2.9B |
| 总资产 | $2.9B | $3.2B |
| 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DLXRDDT
| Q4 25 | $36.9M | $953.6M | ||
| Q3 25 | $25.8M | $911.7M | ||
| Q2 25 | $26.0M | $734.1M | ||
| Q1 25 | $30.3M | $635.7M | ||
| Q4 24 | $34.4M | $562.1M | ||
| Q3 24 | $41.3M | $515.9M | ||
| Q2 24 | $23.1M | $468.0M | ||
| Q1 24 | $23.5M | $968.5M |
股东权益DLXRDDT
| Q4 25 | $680.7M | $2.9B | ||
| Q3 25 | $664.1M | $2.6B | ||
| Q2 25 | $638.7M | $2.4B | ||
| Q1 25 | $622.5M | $2.2B | ||
| Q4 24 | $620.9M | $2.1B | ||
| Q3 24 | $612.7M | $2.0B | ||
| Q2 24 | $620.5M | $1.9B | ||
| Q1 24 | $608.4M | $1.8B |
总资产DLXRDDT
| Q4 25 | $2.9B | $3.2B | ||
| Q3 25 | $2.6B | $2.9B | ||
| Q2 25 | $2.5B | $2.6B | ||
| Q1 25 | $2.6B | $2.4B | ||
| Q4 24 | $2.8B | $2.3B | ||
| Q3 24 | $2.6B | $2.2B | ||
| Q2 24 | $2.7B | $2.1B | ||
| Q1 24 | $2.7B | $2.0B |
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 | $102.1M | $266.8M |
| 自由现金流经营现金流 - 资本支出 | — | $263.6M |
| 自由现金流率自由现金流/营收 | — | 36.3% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 8.53× | 1.06× |
| 过去12个月自由现金流最近4个季度 | — | $684.2M |
8季度趋势，按日历期对齐
经营现金流DLXRDDT
| Q4 25 | $102.1M | $266.8M | ||
| Q3 25 | $67.1M | $185.2M | ||
| Q2 25 | $51.1M | $111.3M | ||
| Q1 25 | $50.3M | $127.6M | ||
| Q4 24 | $60.2M | $90.0M | ||
| Q3 24 | $67.9M | $71.6M | ||
| Q2 24 | $39.6M | $28.4M | ||
| Q1 24 | $26.6M | $32.1M |
自由现金流DLXRDDT
| Q4 25 | — | $263.6M | ||
| Q3 25 | — | $183.1M | ||
| Q2 25 | $27.8M | $110.8M | ||
| Q1 25 | $24.3M | $126.6M | ||
| Q4 24 | — | $89.2M | ||
| Q3 24 | $46.7M | $70.3M | ||
| Q2 24 | $11.4M | $27.2M | ||
| Q1 24 | $6.1M | $29.2M |
自由现金流率DLXRDDT
| Q4 25 | — | 36.3% | ||
| Q3 25 | — | 31.3% | ||
| Q2 25 | 5.3% | 22.2% | ||
| Q1 25 | 4.5% | 32.3% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | 8.8% | 20.2% | ||
| Q2 24 | 2.1% | 9.7% | ||
| Q1 24 | 1.1% | 12.0% |
资本支出强度DLXRDDT
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | 4.5% | 0.1% | ||
| Q1 25 | 4.8% | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | 4.0% | 0.4% | ||
| Q2 24 | 5.2% | 0.4% | ||
| Q1 24 | 3.8% | 1.2% |
现金转化率DLXRDDT
| Q4 25 | 8.53× | 1.06× | ||
| Q3 25 | 1.99× | 1.14× | ||
| Q2 25 | 2.28× | 1.25× | ||
| Q1 25 | 3.59× | 4.88× | ||
| Q4 24 | 4.77× | 1.27× | ||
| Q3 24 | 7.60× | 2.40× | ||
| Q2 24 | 1.94× | — | ||
| Q1 24 | 2.46× | — |
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
DLX
| Services | $247.9M | 46% |
| B2B Payments | $76.3M | 14% |
| Datadrivenmarketingsolutions | $68.5M | 13% |
| Promotional Solutions Revenue | $60.9M | 11% |
| Treasurymanagementsolutions | $59.8M | 11% |
| Other | $17.3M | 3% |
| Other Web Based Solutions | $4.6M | 1% |
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |
