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Eventbrite, Inc.（EB）与Ibotta, Inc.（IBTA）财务数据对比。点击上方公司名可切换其他公司
Ibotta, Inc.的季度营收约是Eventbrite, Inc.的1.1倍（$82.5M vs $73.5M），Ibotta, Inc.同比增速更快（-2.5% vs -3.9%），Ibotta, Inc.自由现金流更多（$23.3M vs $-60.9M），过去两年Ibotta, Inc.的营收复合增速更高（-3.1% vs -7.7%）
Eventbrite是源自美国的线下活动服务平台，为用户提供活动浏览、创建与推广服务，支持主办方免费在平台发布不限规模、不限数量的各类活动，是全球范围内活跃度较高的活动交易与推广平台。
Ibotta, Inc.是总部位于美国科罗拉多州丹佛市的移动科技公司，成立于2011年，目前仅在美国开展业务。公司依托自主开发的Ibotta绩效网络与面向消费者的手机应用，为各类消费提供现金返现奖励，同时与快速消费品品牌及网络发行商合作，还推出了返现即服务业务。
EB vs IBTA — 直观对比
营收规模更大
IBTA
是对方的1.1倍
$73.5M
营收增速更快
IBTA
高出1.4%
-3.9%
自由现金流更多
IBTA
多$84.1M
$-60.9M
两年增速更快
IBTA
近两年复合增速
-7.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $73.5M | $82.5M |
| 净利润 | $-8.2M | — |
| 毛利率 | 68.1% | 76.4% |
| 营业利润率 | -12.4% | 10.4% |
| 净利率 | -11.1% | — |
| 营收同比 | -3.9% | -2.5% |
| 净利润同比 | 2.5% | — |
| 每股收益（稀释后） | $-0.08 | $-0.43 |
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EBIBTA
| Q1 26 | — | $82.5M | ||
| Q4 25 | $73.5M | $88.5M | ||
| Q3 25 | $71.7M | $83.3M | ||
| Q2 25 | $72.8M | $86.0M | ||
| Q1 25 | $73.8M | $84.6M | ||
| Q4 24 | $76.5M | $98.4M | ||
| Q3 24 | $77.8M | $98.6M | ||
| Q2 24 | $84.6M | $87.9M |
净利润EBIBTA
| Q1 26 | — | — | ||
| Q4 25 | $-8.2M | — | ||
| Q3 25 | $6.4M | $1.5M | ||
| Q2 25 | $-2.1M | $2.5M | ||
| Q1 25 | $-6.6M | $555.0K | ||
| Q4 24 | $-8.4M | — | ||
| Q3 24 | $-3.8M | $17.2M | ||
| Q2 24 | $1.1M | $-34.0M |
毛利率EBIBTA
| Q1 26 | — | 76.4% | ||
| Q4 25 | 68.1% | 78.7% | ||
| Q3 25 | 67.9% | 79.4% | ||
| Q2 25 | 67.5% | 79.2% | ||
| Q1 25 | 66.9% | 79.8% | ||
| Q4 24 | 68.2% | 84.6% | ||
| Q3 24 | 68.5% | 87.7% | ||
| Q2 24 | 70.9% | 86.0% |
营业利润率EBIBTA
| Q1 26 | — | 10.4% | ||
| Q4 25 | -12.4% | -1.9% | ||
| Q3 25 | -1.3% | 2.8% | ||
| Q2 25 | -8.7% | 1.4% | ||
| Q1 25 | -13.2% | -3.3% | ||
| Q4 24 | -10.2% | 13.2% | ||
| Q3 24 | -11.5% | 21.0% | ||
| Q2 24 | -7.6% | -24.6% |
净利率EBIBTA
| Q1 26 | — | — | ||
| Q4 25 | -11.1% | — | ||
| Q3 25 | 8.9% | 1.8% | ||
| Q2 25 | -2.9% | 2.9% | ||
| Q1 25 | -9.0% | 0.7% | ||
| Q4 24 | -11.0% | — | ||
| Q3 24 | -4.8% | 17.5% | ||
| Q2 24 | 1.3% | -38.6% |
每股收益（稀释后）EBIBTA
| Q1 26 | — | $-0.43 | ||
| Q4 25 | $-0.08 | $-0.03 | ||
| Q3 25 | $0.06 | $0.05 | ||
| Q2 25 | $-0.02 | $0.08 | ||
| Q1 25 | $-0.07 | $0.02 | ||
| Q4 24 | $-0.09 | $3.04 | ||
| Q3 24 | $-0.04 | $0.51 | ||
| Q2 24 | $0.01 | $-1.32 |
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 | $299.9M | $164.6M |
| 总债务越低越好 | $144.4M | — |
| 股东权益账面价值 | $179.1M | $249.0M |
| 总资产 | $647.2M | $479.9M |
| 负债/权益比越低杠杆越低 | 0.81× | — |
8季度趋势，按日历期对齐
现金及短期投资EBIBTA
| Q1 26 | — | $164.6M | ||
| Q4 25 | $299.9M | $186.6M | ||
| Q3 25 | — | $223.3M | ||
| Q2 25 | — | $250.5M | ||
| Q1 25 | — | $297.1M | ||
| Q4 24 | $441.5M | $349.3M | ||
| Q3 24 | $24.7M | $341.3M | ||
| Q2 24 | $56.7M | $317.9M |
总债务EBIBTA
| Q1 26 | — | — | ||
| Q4 25 | $144.4M | $0 | ||
| Q3 25 | $174.9M | — | ||
| Q2 25 | $241.3M | — | ||
| Q1 25 | $241.0M | — | ||
| Q4 24 | $240.7M | $0 | ||
| Q3 24 | $240.4M | $0 | ||
| Q2 24 | $358.7M | $0 |
股东权益EBIBTA
| Q1 26 | — | $249.0M | ||
| Q4 25 | $179.1M | $287.7M | ||
| Q3 25 | $189.1M | $329.6M | ||
| Q2 25 | $177.2M | $354.1M | ||
| Q1 25 | $173.3M | $401.3M | ||
| Q4 24 | $170.2M | $457.3M | ||
| Q3 24 | $179.8M | $378.0M | ||
| Q2 24 | $176.2M | $359.7M |
总资产EBIBTA
| Q1 26 | — | $479.9M | ||
| Q4 25 | $647.2M | $525.9M | ||
| Q3 25 | $744.6M | $569.4M | ||
| Q2 25 | $784.1M | $600.8M | ||
| Q1 25 | $812.3M | $639.3M | ||
| Q4 24 | $752.3M | $678.4M | ||
| Q3 24 | $817.4M | $598.3M | ||
| Q2 24 | $894.5M | $556.0M |
负债/权益比EBIBTA
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 0.00× | ||
| Q3 25 | 0.92× | — | ||
| Q2 25 | 1.36× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 1.41× | 0.00× | ||
| Q3 24 | 1.34× | 0.00× | ||
| Q2 24 | 2.04× | 0.00× |
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 | $-60.8M | $30.4M |
| 自由现金流经营现金流 - 资本支出 | $-60.9M | $23.3M |
| 自由现金流率自由现金流/营收 | -82.8% | 28.2% |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 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 | $17.6M | $80.3M |
8季度趋势，按日历期对齐
经营现金流EBIBTA
| Q1 26 | — | $30.4M | ||
| Q4 25 | $-60.8M | $27.8M | ||
| Q3 25 | $36.7M | $21.8M | ||
| Q2 25 | $-17.5M | $25.9M | ||
| Q1 25 | $59.4M | $19.9M | ||
| Q4 24 | $-45.3M | $22.0M | ||
| Q3 24 | $44.6M | $39.5M | ||
| Q2 24 | $-32.3M | $35.0M |
自由现金流EBIBTA
| Q1 26 | — | $23.3M | ||
| Q4 25 | $-60.9M | $20.3M | ||
| Q3 25 | $36.6M | $14.5M | ||
| Q2 25 | $-17.5M | $22.2M | ||
| Q1 25 | $59.4M | $18.0M | ||
| Q4 24 | $-45.3M | $21.8M | ||
| Q3 24 | $44.4M | $39.2M | ||
| Q2 24 | $-32.4M | $34.8M |
自由现金流率EBIBTA
| Q1 26 | — | 28.2% | ||
| Q4 25 | -82.8% | 22.9% | ||
| Q3 25 | 51.1% | 17.4% | ||
| Q2 25 | -24.1% | 25.8% | ||
| Q1 25 | 80.4% | 21.2% | ||
| Q4 24 | -59.2% | 22.1% | ||
| Q3 24 | 57.1% | 39.8% | ||
| Q2 24 | -38.3% | 39.6% |
资本支出强度EBIBTA
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 8.5% | ||
| Q3 25 | 0.0% | 8.7% | ||
| Q2 25 | 0.0% | 4.2% | ||
| Q1 25 | 0.1% | 2.2% | ||
| Q4 24 | 0.0% | 0.2% | ||
| Q3 24 | 0.2% | 0.3% | ||
| Q2 24 | 0.1% | 0.2% |
现金转化率EBIBTA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 5.76× | 14.19× | ||
| Q2 25 | — | 10.38× | ||
| Q1 25 | — | 35.78× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.29× | ||
| Q2 24 | -30.37× | — |
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
EB
| US | $52.0M | 71% |
| Other | $21.6M | 29% |
IBTA
| Redemption revenue | $54.0M | 65% |
| Other | $19.0M | 23% |
| Ad & other revenue | $9.5M | 11% |
