vs
易贝（EBAY）与国民油井华高（NOV）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国民油井华高的1.4倍（$3.0B vs $2.1B），易贝净利率更高（17.8% vs 1.0%，领先16.8%），易贝同比增速更快（15.0% vs -9.9%），易贝自由现金流更多（$478.0M vs $51.0M），过去两年易贝的营收复合增速更高（7.7% vs -3.8%）
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。
NOV Inc.（前称国民油井华高）是总部位于美国得克萨斯州休斯顿的跨国企业，为上游油气行业提供钻探及生产作业所需的设备零部件、油田服务及供应链整合服务，在六大洲布局超500个运营点，下设能源设备、能源产品与服务两大业务板块。
EBAY vs NOV — 直观对比
营收规模更大
EBAY
是对方的1.4倍
$2.1B
营收增速更快
EBAY
高出24.8%
-9.9%
净利率更高
EBAY
高出16.8%
1.0%
自由现金流更多
EBAY
多$427.0M
$51.0M
两年增速更快
EBAY
近两年复合增速
-3.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $2.1B |
| 净利润 | $528.0M | $20.0M |
| 毛利率 | 71.4% | 18.5% |
| 营业利润率 | 20.3% | 2.3% |
| 净利率 | 17.8% | 1.0% |
| 营收同比 | 15.0% | -9.9% |
| 净利润同比 | -22.2% | -73.0% |
| 每股收益（稀释后） | $1.14 | $0.05 |
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EBAYNOV
| Q1 26 | — | $2.1B | ||
| Q4 25 | $3.0B | $2.3B | ||
| Q3 25 | $2.8B | $2.2B | ||
| Q2 25 | $2.7B | $2.2B | ||
| Q1 25 | $2.6B | $2.1B | ||
| Q4 24 | $2.6B | $2.3B | ||
| Q3 24 | $2.6B | $2.2B | ||
| Q2 24 | $2.6B | $2.2B |
净利润EBAYNOV
| Q1 26 | — | $20.0M | ||
| Q4 25 | $528.0M | $-78.0M | ||
| Q3 25 | $632.0M | $42.0M | ||
| Q2 25 | $368.0M | $108.0M | ||
| Q1 25 | $503.0M | $73.0M | ||
| Q4 24 | $679.0M | $160.0M | ||
| Q3 24 | $634.0M | $130.0M | ||
| Q2 24 | $224.0M | $226.0M |
毛利率EBAYNOV
| Q1 26 | — | 18.5% | ||
| Q4 25 | 71.4% | 20.3% | ||
| Q3 25 | 70.9% | 18.9% | ||
| Q2 25 | 71.6% | 20.4% | ||
| Q1 25 | 72.0% | 21.3% | ||
| Q4 24 | 72.2% | 21.4% | ||
| Q3 24 | 71.8% | 21.4% | ||
| Q2 24 | 71.4% | 26.6% |
营业利润率EBAYNOV
| Q1 26 | — | 2.3% | ||
| Q4 25 | 20.3% | 4.0% | ||
| Q3 25 | 20.4% | 4.9% | ||
| Q2 25 | 17.7% | 6.5% | ||
| Q1 25 | 23.8% | 7.2% | ||
| Q4 24 | 21.1% | 9.0% | ||
| Q3 24 | 23.1% | 8.9% | ||
| Q2 24 | 21.3% | 14.1% |
净利率EBAYNOV
| Q1 26 | — | 1.0% | ||
| Q4 25 | 17.8% | -3.4% | ||
| Q3 25 | 22.4% | 1.9% | ||
| Q2 25 | 13.5% | 4.9% | ||
| Q1 25 | 19.5% | 3.5% | ||
| Q4 24 | 26.3% | 6.9% | ||
| Q3 24 | 24.6% | 5.9% | ||
| Q2 24 | 8.7% | 10.2% |
每股收益（稀释后）EBAYNOV
| Q1 26 | — | $0.05 | ||
| Q4 25 | $1.14 | $-0.20 | ||
| Q3 25 | $1.35 | $0.11 | ||
| Q2 25 | $0.79 | $0.29 | ||
| Q1 25 | $1.06 | $0.19 | ||
| Q4 24 | $1.35 | $0.40 | ||
| Q3 24 | $1.29 | $0.33 | ||
| Q2 24 | $0.45 | $0.57 |
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 | $1.3B |
| 总债务越低越好 | $6.0B | $1.7B |
| 股东权益账面价值 | $4.6B | — |
| 总资产 | $17.6B | $11.1B |
| 负债/权益比越低杠杆越低 | 1.30× | — |
8季度趋势，按日历期对齐
现金及短期投资EBAYNOV
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.9B | $1.6B | ||
| Q3 25 | $2.4B | $1.2B | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $3.1B | $1.2B | ||
| Q4 24 | $2.4B | $1.2B | ||
| Q3 24 | $1.6B | $985.0M | ||
| Q2 24 | $2.0B | $827.0M |
总债务EBAYNOV
| Q1 26 | — | $1.7B | ||
| Q4 25 | $6.0B | $1.7B | ||
| Q3 25 | $5.0B | $1.7B | ||
| Q2 25 | $5.0B | $1.7B | ||
| Q1 25 | $5.8B | $1.7B | ||
| Q4 24 | $5.8B | $1.7B | ||
| Q3 24 | $6.2B | $1.7B | ||
| Q2 24 | $6.2B | $1.7B |
股东权益EBAYNOV
| Q1 26 | — | — | ||
| Q4 25 | $4.6B | $6.3B | ||
| Q3 25 | $4.7B | $6.5B | ||
| Q2 25 | $4.7B | $6.5B | ||
| Q1 25 | $5.0B | $6.4B | ||
| Q4 24 | $5.2B | $6.4B | ||
| Q3 24 | $5.4B | $6.5B | ||
| Q2 24 | $5.5B | $6.4B |
总资产EBAYNOV
| Q1 26 | — | $11.1B | ||
| Q4 25 | $17.6B | $11.3B | ||
| Q3 25 | $17.8B | $11.3B | ||
| Q2 25 | $18.0B | $11.4B | ||
| Q1 25 | $19.0B | $11.3B | ||
| Q4 24 | $19.4B | $11.4B | ||
| Q3 24 | $19.9B | $11.4B | ||
| Q2 24 | $20.4B | $11.3B |
负债/权益比EBAYNOV
| Q1 26 | — | — | ||
| Q4 25 | 1.30× | 0.27× | ||
| Q3 25 | 1.06× | 0.27× | ||
| Q2 25 | 1.05× | 0.27× | ||
| Q1 25 | 1.16× | 0.27× | ||
| Q4 24 | 1.12× | 0.27× | ||
| Q3 24 | 1.14× | 0.27× | ||
| Q2 24 | 1.12× | 0.27× |
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 | $51.0M |
| 自由现金流率自由现金流/营收 | 16.1% | 2.5% |
| 资本支出强度资本支出/营收 | 3.9% | — |
| 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 | $876.0M |
8季度趋势，按日历期对齐
经营现金流EBAYNOV
| Q1 26 | — | — | ||
| Q4 25 | $595.0M | $573.0M | ||
| Q3 25 | $934.0M | $352.0M | ||
| Q2 25 | $-307.0M | $191.0M | ||
| Q1 25 | $787.0M | $135.0M | ||
| Q4 24 | $677.0M | $591.0M | ||
| Q3 24 | $755.0M | $359.0M | ||
| Q2 24 | $367.0M | $432.0M |
自由现金流EBAYNOV
| Q1 26 | — | $51.0M | ||
| Q4 25 | $478.0M | $472.0M | ||
| Q3 25 | $803.0M | $245.0M | ||
| Q2 25 | $-441.0M | $108.0M | ||
| Q1 25 | $644.0M | $51.0M | ||
| Q4 24 | $560.0M | $473.0M | ||
| Q3 24 | $646.0M | $277.0M | ||
| Q2 24 | $278.0M | $350.0M |
自由现金流率EBAYNOV
| Q1 26 | — | 2.5% | ||
| Q4 25 | 16.1% | 20.7% | ||
| Q3 25 | 28.5% | 11.3% | ||
| Q2 25 | -16.2% | 4.9% | ||
| Q1 25 | 24.9% | 2.4% | ||
| Q4 24 | 21.7% | 20.5% | ||
| Q3 24 | 25.1% | 12.6% | ||
| Q2 24 | 10.8% | 15.8% |
资本支出强度EBAYNOV
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 4.4% | ||
| Q3 25 | 4.6% | 4.9% | ||
| Q2 25 | 4.9% | 3.8% | ||
| Q1 25 | 5.5% | 4.0% | ||
| Q4 24 | 4.5% | 5.1% | ||
| Q3 24 | 4.2% | 3.7% | ||
| Q2 24 | 3.5% | 3.7% |
现金转化率EBAYNOV
| Q1 26 | — | — | ||
| Q4 25 | 1.13× | — | ||
| Q3 25 | 1.48× | 8.38× | ||
| Q2 25 | -0.83× | 1.77× | ||
| Q1 25 | 1.56× | 1.85× | ||
| Q4 24 | 1.00× | 3.69× | ||
| Q3 24 | 1.19× | 2.76× | ||
| Q2 24 | 1.64× | 1.91× |
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% |
NOV
| Energy Equipment | $1.2B | 58% |
| Energy Products and Services | $897.0M | 44% |
