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多邻国（DUOL）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是多邻国的1.1倍（$324.4M vs $282.9M），多邻国净利率更高（14.8% vs 5.7%，领先9.1%），多邻国同比增速更快（35.0% vs 10.4%），多邻国自由现金流更多（$96.6M vs $-13.3M），过去两年多邻国的营收复合增速更高（29.9% vs 9.5%）
多邻国是全球知名教育科技企业，提供覆盖40余种语言的免费及付费游戏化自适应学习课程，同时推出官方语言能力认证、数学学习、扫盲教育等服务，面向个人用户、教育机构及企业客户提供多元学习解决方案。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
DUOL vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.1倍
$282.9M
营收增速更快
DUOL
高出24.6%
10.4%
净利率更高
DUOL
高出9.1%
5.7%
自由现金流更多
DUOL
多$109.8M
$-13.3M
两年增速更快
DUOL
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $282.9M | $324.4M |
| 净利润 | $42.0M | $18.6M |
| 毛利率 | 72.8% | 53.3% |
| 营业利润率 | 15.4% | 6.3% |
| 净利率 | 14.8% | 5.7% |
| 营收同比 | 35.0% | 10.4% |
| 净利润同比 | 201.7% | 50.4% |
| 每股收益（稀释后） | $0.99 | $0.27 |
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DUOLRVLV
| Q4 25 | $282.9M | $324.4M | ||
| Q3 25 | $271.7M | $295.6M | ||
| Q2 25 | $252.3M | $309.0M | ||
| Q1 25 | $230.7M | $296.7M | ||
| Q4 24 | $209.6M | $293.7M | ||
| Q3 24 | $192.6M | $283.1M | ||
| Q2 24 | $178.3M | $282.5M | ||
| Q1 24 | $167.6M | $270.6M |
净利润DUOLRVLV
| Q4 25 | $42.0M | $18.6M | ||
| Q3 25 | $292.2M | $21.2M | ||
| Q2 25 | $44.8M | $10.2M | ||
| Q1 25 | $35.1M | $11.8M | ||
| Q4 24 | $13.9M | $12.3M | ||
| Q3 24 | $23.4M | $11.0M | ||
| Q2 24 | $24.4M | $15.4M | ||
| Q1 24 | $27.0M | $10.9M |
毛利率DUOLRVLV
| Q4 25 | 72.8% | 53.3% | ||
| Q3 25 | 72.5% | 54.6% | ||
| Q2 25 | 72.4% | 54.1% | ||
| Q1 25 | 71.1% | 52.0% | ||
| Q4 24 | 71.9% | 52.5% | ||
| Q3 24 | 72.9% | 51.2% | ||
| Q2 24 | 73.4% | 54.0% | ||
| Q1 24 | 73.0% | 52.3% |
营业利润率DUOLRVLV
| Q4 25 | 15.4% | 6.3% | ||
| Q3 25 | 12.9% | 7.1% | ||
| Q2 25 | 13.2% | 5.8% | ||
| Q1 25 | 10.2% | 5.0% | ||
| Q4 24 | 6.6% | 3.9% | ||
| Q3 24 | 7.0% | 5.0% | ||
| Q2 24 | 10.5% | 5.8% | ||
| Q1 24 | 9.8% | 3.4% |
净利率DUOLRVLV
| Q4 25 | 14.8% | 5.7% | ||
| Q3 25 | 107.5% | 7.2% | ||
| Q2 25 | 17.8% | 3.3% | ||
| Q1 25 | 15.2% | 4.0% | ||
| Q4 24 | 6.6% | 4.2% | ||
| Q3 24 | 12.1% | 3.9% | ||
| Q2 24 | 13.7% | 5.4% | ||
| Q1 24 | 16.1% | 4.0% |
每股收益（稀释后）DUOLRVLV
| Q4 25 | $0.99 | $0.27 | ||
| Q3 25 | $5.95 | $0.29 | ||
| Q2 25 | $0.91 | $0.14 | ||
| Q1 25 | $0.72 | $0.16 | ||
| Q4 24 | $0.31 | $0.18 | ||
| Q3 24 | $0.49 | $0.15 | ||
| Q2 24 | $0.51 | $0.21 | ||
| Q1 24 | $0.57 | $0.15 |
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 | $1.0B | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $512.5M |
| 总资产 | $2.0B | $765.0M |
| 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DUOLRVLV
| Q4 25 | $1.0B | $292.3M | ||
| Q3 25 | $1.0B | $315.4M | ||
| Q2 25 | $976.2M | $310.7M | ||
| Q1 25 | $884.0M | $300.8M | ||
| Q4 24 | $785.8M | $256.6M | ||
| Q3 24 | $854.4M | $252.8M | ||
| Q2 24 | $888.2M | $244.7M | ||
| Q1 24 | $829.7M | $273.4M |
股东权益DUOLRVLV
| Q4 25 | $1.3B | $512.5M | ||
| Q3 25 | $1.3B | $490.2M | ||
| Q2 25 | $977.0M | $468.6M | ||
| Q1 25 | $893.8M | $453.4M | ||
| Q4 24 | $824.5M | $437.8M | ||
| Q3 24 | $822.5M | $420.8M | ||
| Q2 24 | $766.9M | $405.8M | ||
| Q1 24 | $711.1M | $389.9M |
总资产DUOLRVLV
| Q4 25 | $2.0B | $765.0M | ||
| Q3 25 | $1.9B | $751.3M | ||
| Q2 25 | $1.5B | $722.9M | ||
| Q1 25 | $1.4B | $713.9M | ||
| Q4 24 | $1.3B | $665.5M | ||
| Q3 24 | $1.2B | $670.9M | ||
| Q2 24 | $1.1B | $657.8M | ||
| Q1 24 | $1.1B | $650.0M |
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 | $107.3M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $96.6M | $-13.3M |
| 自由现金流率自由现金流/营收 | 34.1% | -4.1% |
| 资本支出强度资本支出/营收 | 3.8% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.56× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $369.7M | $48.0M |
8季度趋势，按日历期对齐
经营现金流DUOLRVLV
| Q4 25 | $107.3M | $-10.2M | ||
| Q3 25 | $84.2M | $11.8M | ||
| Q2 25 | $90.7M | $12.6M | ||
| Q1 25 | $105.6M | $45.1M | ||
| Q4 24 | $83.3M | $3.9M | ||
| Q3 24 | $56.3M | $9.1M | ||
| Q2 24 | $62.4M | $-24.7M | ||
| Q1 24 | $83.5M | $38.4M |
自由现金流DUOLRVLV
| Q4 25 | $96.6M | $-13.3M | ||
| Q3 25 | $79.4M | $7.5M | ||
| Q2 25 | $89.5M | $10.4M | ||
| Q1 25 | $104.3M | $43.4M | ||
| Q4 24 | $81.4M | $2.1M | ||
| Q3 24 | $53.1M | $8.0M | ||
| Q2 24 | $56.8M | $-25.7M | ||
| Q1 24 | $82.1M | $36.7M |
自由现金流率DUOLRVLV
| Q4 25 | 34.1% | -4.1% | ||
| Q3 25 | 29.2% | 2.5% | ||
| Q2 25 | 35.5% | 3.4% | ||
| Q1 25 | 45.2% | 14.6% | ||
| Q4 24 | 38.8% | 0.7% | ||
| Q3 24 | 27.6% | 2.8% | ||
| Q2 24 | 31.9% | -9.1% | ||
| Q1 24 | 49.0% | 13.5% |
资本支出强度DUOLRVLV
| Q4 25 | 3.8% | 1.0% | ||
| Q3 25 | 1.8% | 1.5% | ||
| Q2 25 | 0.5% | 0.7% | ||
| Q1 25 | 0.6% | 0.6% | ||
| Q4 24 | 0.9% | 0.6% | ||
| Q3 24 | 1.7% | 0.4% | ||
| Q2 24 | 3.1% | 0.4% | ||
| Q1 24 | 0.8% | 0.6% |
现金转化率DUOLRVLV
| Q4 25 | 2.56× | -0.55× | ||
| Q3 25 | 0.29× | 0.56× | ||
| Q2 25 | 2.02× | 1.24× | ||
| Q1 25 | 3.01× | 3.82× | ||
| Q4 24 | 5.99× | 0.32× | ||
| Q3 24 | 2.41× | 0.83× | ||
| Q2 24 | 2.56× | -1.60× | ||
| Q1 24 | 3.10× | 3.53× |
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
DUOL
| License And Service | $242.3M | 86% |
| Advertising | $20.2M | 7% |
| English Test | $10.3M | 4% |
| Other | $10.1M | 4% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
