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易贝（EBAY）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
易贝的季度营收约是Revolve Group, Inc.的9.1倍（$3.0B vs $324.4M），易贝净利率更高（17.8% vs 5.7%，领先12.1%），易贝同比增速更快（15.0% vs 10.4%），易贝自由现金流更多（$478.0M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 7.7%）
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。
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。
EBAY vs RVLV — 直观对比
营收规模更大
EBAY
是对方的9.1倍
$324.4M
营收增速更快
EBAY
高出4.5%
10.4%
净利率更高
EBAY
高出12.1%
5.7%
自由现金流更多
EBAY
多$491.3M
$-13.3M
两年增速更快
RVLV
近两年复合增速
7.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $324.4M |
| 净利润 | $528.0M | $18.6M |
| 毛利率 | 71.4% | 53.3% |
| 营业利润率 | 20.3% | 6.3% |
| 净利率 | 17.8% | 5.7% |
| 营收同比 | 15.0% | 10.4% |
| 净利润同比 | -22.2% | 50.4% |
| 每股收益（稀释后） | $1.14 | $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EBAYRVLV
| Q4 25 | $3.0B | $324.4M | ||
| Q3 25 | $2.8B | $295.6M | ||
| Q2 25 | $2.7B | $309.0M | ||
| Q1 25 | $2.6B | $296.7M | ||
| Q4 24 | $2.6B | $293.7M | ||
| Q3 24 | $2.6B | $283.1M | ||
| Q2 24 | $2.6B | $282.5M | ||
| Q1 24 | $2.6B | $270.6M |
净利润EBAYRVLV
| Q4 25 | $528.0M | $18.6M | ||
| Q3 25 | $632.0M | $21.2M | ||
| Q2 25 | $368.0M | $10.2M | ||
| Q1 25 | $503.0M | $11.8M | ||
| Q4 24 | $679.0M | $12.3M | ||
| Q3 24 | $634.0M | $11.0M | ||
| Q2 24 | $224.0M | $15.4M | ||
| Q1 24 | $438.0M | $10.9M |
毛利率EBAYRVLV
| Q4 25 | 71.4% | 53.3% | ||
| Q3 25 | 70.9% | 54.6% | ||
| Q2 25 | 71.6% | 54.1% | ||
| Q1 25 | 72.0% | 52.0% | ||
| Q4 24 | 72.2% | 52.5% | ||
| Q3 24 | 71.8% | 51.2% | ||
| Q2 24 | 71.4% | 54.0% | ||
| Q1 24 | 72.6% | 52.3% |
营业利润率EBAYRVLV
| Q4 25 | 20.3% | 6.3% | ||
| Q3 25 | 20.4% | 7.1% | ||
| Q2 25 | 17.7% | 5.8% | ||
| Q1 25 | 23.8% | 5.0% | ||
| Q4 24 | 21.1% | 3.9% | ||
| Q3 24 | 23.1% | 5.0% | ||
| Q2 24 | 21.3% | 5.8% | ||
| Q1 24 | 24.7% | 3.4% |
净利率EBAYRVLV
| Q4 25 | 17.8% | 5.7% | ||
| Q3 25 | 22.4% | 7.2% | ||
| Q2 25 | 13.5% | 3.3% | ||
| Q1 25 | 19.5% | 4.0% | ||
| Q4 24 | 26.3% | 4.2% | ||
| Q3 24 | 24.6% | 3.9% | ||
| Q2 24 | 8.7% | 5.4% | ||
| Q1 24 | 17.1% | 4.0% |
每股收益（稀释后）EBAYRVLV
| Q4 25 | $1.14 | $0.27 | ||
| Q3 25 | $1.35 | $0.29 | ||
| Q2 25 | $0.79 | $0.14 | ||
| Q1 25 | $1.06 | $0.16 | ||
| Q4 24 | $1.35 | $0.18 | ||
| Q3 24 | $1.29 | $0.15 | ||
| Q2 24 | $0.45 | $0.21 | ||
| Q1 24 | $0.85 | $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 | $1.9B | $292.3M |
| 总债务越低越好 | $6.0B | — |
| 股东权益账面价值 | $4.6B | $512.5M |
| 总资产 | $17.6B | $765.0M |
| 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EBAYRVLV
| Q4 25 | $1.9B | $292.3M | ||
| Q3 25 | $2.4B | $315.4M | ||
| Q2 25 | $2.1B | $310.7M | ||
| Q1 25 | $3.1B | $300.8M | ||
| Q4 24 | $2.4B | $256.6M | ||
| Q3 24 | $1.6B | $252.8M | ||
| Q2 24 | $2.0B | $244.7M | ||
| Q1 24 | $2.1B | $273.4M |
总债务EBAYRVLV
| Q4 25 | $6.0B | — | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $5.0B | — | ||
| Q1 25 | $5.8B | — | ||
| Q4 24 | $5.8B | — | ||
| Q3 24 | $6.2B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.2B | — |
股东权益EBAYRVLV
| Q4 25 | $4.6B | $512.5M | ||
| Q3 25 | $4.7B | $490.2M | ||
| Q2 25 | $4.7B | $468.6M | ||
| Q1 25 | $5.0B | $453.4M | ||
| Q4 24 | $5.2B | $437.8M | ||
| Q3 24 | $5.4B | $420.8M | ||
| Q2 24 | $5.5B | $405.8M | ||
| Q1 24 | $6.3B | $389.9M |
总资产EBAYRVLV
| Q4 25 | $17.6B | $765.0M | ||
| Q3 25 | $17.8B | $751.3M | ||
| Q2 25 | $18.0B | $722.9M | ||
| Q1 25 | $19.0B | $713.9M | ||
| Q4 24 | $19.4B | $665.5M | ||
| Q3 24 | $19.9B | $670.9M | ||
| Q2 24 | $20.4B | $657.8M | ||
| Q1 24 | $21.4B | $650.0M |
负债/权益比EBAYRVLV
| Q4 25 | 1.30× | — | ||
| Q3 25 | 1.06× | — | ||
| Q2 25 | 1.05× | — | ||
| Q1 25 | 1.16× | — | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.14× | — | ||
| Q2 24 | 1.12× | — | ||
| Q1 24 | 0.98× | — |
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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $478.0M | $-13.3M |
| 自由现金流率自由现金流/营收 | 16.1% | -4.1% |
| 资本支出强度资本支出/营收 | 3.9% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.13× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $48.0M |
8季度趋势，按日历期对齐
经营现金流EBAYRVLV
| Q4 25 | $595.0M | $-10.2M | ||
| Q3 25 | $934.0M | $11.8M | ||
| Q2 25 | $-307.0M | $12.6M | ||
| Q1 25 | $787.0M | $45.1M | ||
| Q4 24 | $677.0M | $3.9M | ||
| Q3 24 | $755.0M | $9.1M | ||
| Q2 24 | $367.0M | $-24.7M | ||
| Q1 24 | $615.0M | $38.4M |
自由现金流EBAYRVLV
| Q4 25 | $478.0M | $-13.3M | ||
| Q3 25 | $803.0M | $7.5M | ||
| Q2 25 | $-441.0M | $10.4M | ||
| Q1 25 | $644.0M | $43.4M | ||
| Q4 24 | $560.0M | $2.1M | ||
| Q3 24 | $646.0M | $8.0M | ||
| Q2 24 | $278.0M | $-25.7M | ||
| Q1 24 | $472.0M | $36.7M |
自由现金流率EBAYRVLV
| Q4 25 | 16.1% | -4.1% | ||
| Q3 25 | 28.5% | 2.5% | ||
| Q2 25 | -16.2% | 3.4% | ||
| Q1 25 | 24.9% | 14.6% | ||
| Q4 24 | 21.7% | 0.7% | ||
| Q3 24 | 25.1% | 2.8% | ||
| Q2 24 | 10.8% | -9.1% | ||
| Q1 24 | 18.5% | 13.5% |
资本支出强度EBAYRVLV
| Q4 25 | 3.9% | 1.0% | ||
| Q3 25 | 4.6% | 1.5% | ||
| Q2 25 | 4.9% | 0.7% | ||
| Q1 25 | 5.5% | 0.6% | ||
| Q4 24 | 4.5% | 0.6% | ||
| Q3 24 | 4.2% | 0.4% | ||
| Q2 24 | 3.5% | 0.4% | ||
| Q1 24 | 5.6% | 0.6% |
现金转化率EBAYRVLV
| Q4 25 | 1.13× | -0.55× | ||
| Q3 25 | 1.48× | 0.56× | ||
| Q2 25 | -0.83× | 1.24× | ||
| Q1 25 | 1.56× | 3.82× | ||
| Q4 24 | 1.00× | 0.32× | ||
| Q3 24 | 1.19× | 0.83× | ||
| Q2 24 | 1.64× | -1.60× | ||
| Q1 24 | 1.40× | 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
EBAY
| Marketplace Revenues | $2.4B | 82% |
| Advertising Revenues | $544.0M | 18% |
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% |
