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易贝（EBAY）与Equifax（EFX）财务数据对比。点击上方公司名可切换其他公司
易贝的季度营收约是Equifax的1.8倍（$3.0B vs $1.6B），易贝净利率更高（17.8% vs 10.4%，领先7.4%），Equifax同比增速更快（697.0% vs 15.0%），过去两年易贝的营收复合增速更高（7.7% vs 7.4%）
eBay是总部位于美国加利福尼亚州圣何塞的跨国电商企业，1995年9月由皮埃尔·奥米迪亚创立。其业务覆盖全球190个市场，旗下线上平台支持拍卖及“立即购买”两种销售模式，消费者可便捷选购各类商品，平台会在卖家完成交易后收取相应佣金。
Equifax是总部位于美国佐治亚州亚特兰大的跨国消费信用报告机构，与益博睿、环联并称全球三大消费信用报告机构，在全球范围内收集汇总了超过8亿名个人消费者及8800万家企业的相关信息。
EBAY vs EFX — 直观对比
营收规模更大
EBAY
是对方的1.8倍
$1.6B
营收增速更快
EFX
高出682.0%
15.0%
净利率更高
EBAY
高出7.4%
10.4%
两年增速更快
EBAY
近两年复合增速
7.4%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $1.6B |
| 净利润 | $528.0M | $171.5M |
| 毛利率 | 71.4% | — |
| 营业利润率 | 20.3% | 17.4% |
| 净利率 | 17.8% | 10.4% |
| 营收同比 | 15.0% | 697.0% |
| 净利润同比 | -22.2% | 28.9% |
| 每股收益（稀释后） | $1.14 | $120.80 |
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EBAYEFX
| Q2 26 | — | $1.6B | ||
| Q4 25 | $3.0B | $1.6B | ||
| Q3 25 | $2.8B | $1.5B | ||
| Q2 25 | $2.7B | $1.5B | ||
| Q1 25 | $2.6B | $1.4B | ||
| Q4 24 | $2.6B | $1.4B | ||
| Q3 24 | $2.6B | $1.4B | ||
| Q2 24 | $2.6B | $1.4B |
净利润EBAYEFX
| Q2 26 | — | $171.5M | ||
| Q4 25 | $528.0M | $175.7M | ||
| Q3 25 | $632.0M | $160.2M | ||
| Q2 25 | $368.0M | $191.3M | ||
| Q1 25 | $503.0M | $133.1M | ||
| Q4 24 | $679.0M | $174.0M | ||
| Q3 24 | $634.0M | $141.3M | ||
| Q2 24 | $224.0M | $163.9M |
毛利率EBAYEFX
| Q2 26 | — | — | ||
| Q4 25 | 71.4% | — | ||
| Q3 25 | 70.9% | — | ||
| Q2 25 | 71.6% | — | ||
| Q1 25 | 72.0% | — | ||
| Q4 24 | 72.2% | — | ||
| Q3 24 | 71.8% | — | ||
| Q2 24 | 71.4% | — |
营业利润率EBAYEFX
| Q2 26 | — | 17.4% | ||
| Q4 25 | 20.3% | 18.3% | ||
| Q3 25 | 20.4% | 17.1% | ||
| Q2 25 | 17.7% | 20.2% | ||
| Q1 25 | 23.8% | 16.4% | ||
| Q4 24 | 21.1% | 20.3% | ||
| Q3 24 | 23.1% | 17.1% | ||
| Q2 24 | 21.3% | 19.7% |
净利率EBAYEFX
| Q2 26 | — | 10.4% | ||
| Q4 25 | 17.8% | 11.3% | ||
| Q3 25 | 22.4% | 10.4% | ||
| Q2 25 | 13.5% | 12.4% | ||
| Q1 25 | 19.5% | 9.2% | ||
| Q4 24 | 26.3% | 12.3% | ||
| Q3 24 | 24.6% | 9.8% | ||
| Q2 24 | 8.7% | 11.5% |
每股收益（稀释后）EBAYEFX
| Q2 26 | — | $120.80 | ||
| Q4 25 | $1.14 | $1.44 | ||
| Q3 25 | $1.35 | $1.29 | ||
| Q2 25 | $0.79 | $1.53 | ||
| Q1 25 | $1.06 | $1.06 | ||
| Q4 24 | $1.35 | $1.40 | ||
| Q3 24 | $1.29 | $1.13 | ||
| Q2 24 | $0.45 | $1.31 |
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 | $1.9B | $183.4M |
| 总债务越低越好 | $6.0B | $5.3B |
| 股东权益账面价值 | $4.6B | $4.6B |
| 总资产 | $17.6B | $11.9B |
| 负债/权益比越低杠杆越低 | 1.30× | 1.16× |
8季度趋势，按日历期对齐
现金及短期投资EBAYEFX
| Q2 26 | — | $183.4M | ||
| Q4 25 | $1.9B | $180.8M | ||
| Q3 25 | $2.4B | $189.0M | ||
| Q2 25 | $2.1B | $189.0M | ||
| Q1 25 | $3.1B | $195.2M | ||
| Q4 24 | $2.4B | $169.9M | ||
| Q3 24 | $1.6B | $468.2M | ||
| Q2 24 | $2.0B | $181.9M |
总债务EBAYEFX
| Q2 26 | — | $5.3B | ||
| Q4 25 | $6.0B | $5.1B | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $5.0B | — | ||
| Q1 25 | $5.8B | — | ||
| Q4 24 | $5.8B | $5.0B | ||
| Q3 24 | $6.2B | — | ||
| Q2 24 | $6.2B | — |
股东权益EBAYEFX
| Q2 26 | — | $4.6B | ||
| Q4 25 | $4.6B | $4.6B | ||
| Q3 25 | $4.7B | $4.9B | ||
| Q2 25 | $4.7B | $5.1B | ||
| Q1 25 | $5.0B | $5.0B | ||
| Q4 24 | $5.2B | $4.8B | ||
| Q3 24 | $5.4B | $4.9B | ||
| Q2 24 | $5.5B | $4.7B |
总资产EBAYEFX
| Q2 26 | — | $11.9B | ||
| Q4 25 | $17.6B | $11.9B | ||
| Q3 25 | $17.8B | $11.8B | ||
| Q2 25 | $18.0B | $11.9B | ||
| Q1 25 | $19.0B | $11.9B | ||
| Q4 24 | $19.4B | $11.8B | ||
| Q3 24 | $19.9B | $12.3B | ||
| Q2 24 | $20.4B | $12.2B |
负债/权益比EBAYEFX
| Q2 26 | — | 1.16× | ||
| Q4 25 | 1.30× | 1.11× | ||
| Q3 25 | 1.06× | — | ||
| Q2 25 | 1.05× | — | ||
| Q1 25 | 1.16× | — | ||
| Q4 24 | 1.12× | 1.05× | ||
| Q3 24 | 1.14× | — | ||
| Q2 24 | 1.12× | — |
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 | $595.0M | — |
| 自由现金流经营现金流 - 资本支出 | $478.0M | — |
| 自由现金流率自由现金流/营收 | 16.1% | — |
| 资本支出强度资本支出/营收 | 3.9% | 7.3% |
| 现金转化率经营现金流/净利润 | 1.13× | — |
| 过去12个月自由现金流最近4个季度 | $1.5B | — |
8季度趋势，按日历期对齐
经营现金流EBAYEFX
| Q2 26 | — | — | ||
| Q4 25 | $595.0M | $470.8M | ||
| Q3 25 | $934.0M | $559.9M | ||
| Q2 25 | $-307.0M | $361.1M | ||
| Q1 25 | $787.0M | $223.9M | ||
| Q4 24 | $677.0M | $324.8M | ||
| Q3 24 | $755.0M | $479.5M | ||
| Q2 24 | $367.0M | $267.5M |
自由现金流EBAYEFX
| Q2 26 | — | — | ||
| Q4 25 | $478.0M | $340.8M | ||
| Q3 25 | $803.0M | $437.9M | ||
| Q2 25 | $-441.0M | $238.9M | ||
| Q1 25 | $644.0M | $116.7M | ||
| Q4 24 | $560.0M | $205.9M | ||
| Q3 24 | $646.0M | $355.5M | ||
| Q2 24 | $278.0M | $130.8M |
自由现金流率EBAYEFX
| Q2 26 | — | — | ||
| Q4 25 | 16.1% | 22.0% | ||
| Q3 25 | 28.5% | 28.3% | ||
| Q2 25 | -16.2% | 15.5% | ||
| Q1 25 | 24.9% | 8.1% | ||
| Q4 24 | 21.7% | 14.5% | ||
| Q3 24 | 25.1% | 24.7% | ||
| Q2 24 | 10.8% | 9.1% |
资本支出强度EBAYEFX
| Q2 26 | — | 7.3% | ||
| Q4 25 | 3.9% | 8.4% | ||
| Q3 25 | 4.6% | 7.9% | ||
| Q2 25 | 4.9% | 8.0% | ||
| Q1 25 | 5.5% | 7.4% | ||
| Q4 24 | 4.5% | 8.4% | ||
| Q3 24 | 4.2% | 8.6% | ||
| Q2 24 | 3.5% | 9.6% |
现金转化率EBAYEFX
| Q2 26 | — | — | ||
| Q4 25 | 1.13× | 2.68× | ||
| Q3 25 | 1.48× | 3.50× | ||
| Q2 25 | -0.83× | 1.89× | ||
| Q1 25 | 1.56× | 1.68× | ||
| Q4 24 | 1.00× | 1.87× | ||
| Q3 24 | 1.19× | 3.39× | ||
| Q2 24 | 1.64× | 1.63× |
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
EBAY
| Marketplace Revenues | $2.4B | 82% |
| Advertising Revenues | $544.0M | 18% |
EFX
| Verification Services | $571.4M | 35% |
| Online Information Solutions | $448.1M | 27% |
| Other | $381.5M | 23% |
| Employer Services | $116.4M | 7% |
| Asia Pacific | $79.7M | 5% |
| Financial Marketing Services | $51.8M | 3% |
