vs
易贝（EBAY）与Sempra（SRE）财务数据对比。点击上方公司名可切换其他公司
Sempra的季度营收约是易贝的1.1倍（$3.3B vs $3.0B），易贝净利率更高（17.8% vs 10.7%，领先7.1%），易贝同比增速更快（15.0% vs 6.9%），易贝自由现金流更多（$478.0M vs $-2.2B），过去两年易贝的营收复合增速更高（7.7% vs -5.8%）
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。
Sempra是总部位于美国加利福尼亚州圣地亚哥的北美公用事业控股企业，也是美国规模最大的公用事业控股公司之一，服务覆盖近4000万用户，在北美能源供应及公共服务领域拥有领先的市场地位与丰富的运营经验。
EBAY vs SRE — 直观对比
营收规模更大
SRE
是对方的1.1倍
$3.0B
营收增速更快
EBAY
高出8.0%
6.9%
净利率更高
EBAY
高出7.1%
10.7%
自由现金流更多
EBAY
多$2.7B
$-2.2B
两年增速更快
EBAY
近两年复合增速
-5.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $3.3B |
| 净利润 | $528.0M | $352.0M |
| 毛利率 | 71.4% | — |
| 营业利润率 | 20.3% | 7.2% |
| 净利率 | 17.8% | 10.7% |
| 营收同比 | 15.0% | 6.9% |
| 净利润同比 | -22.2% | -47.9% |
| 每股收益（稀释后） | $1.14 | $0.53 |
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EBAYSRE
| Q4 25 | $3.0B | $3.3B | ||
| Q3 25 | $2.8B | $2.8B | ||
| Q2 25 | $2.7B | $2.7B | ||
| Q1 25 | $2.6B | $3.7B | ||
| Q4 24 | $2.6B | $3.1B | ||
| Q3 24 | $2.6B | $2.6B | ||
| Q2 24 | $2.6B | $2.5B | ||
| Q1 24 | $2.6B | $3.7B |
净利润EBAYSRE
| Q4 25 | $528.0M | $352.0M | ||
| Q3 25 | $632.0M | $95.0M | ||
| Q2 25 | $368.0M | $473.0M | ||
| Q1 25 | $503.0M | $917.0M | ||
| Q4 24 | $679.0M | $676.0M | ||
| Q3 24 | $634.0M | $649.0M | ||
| Q2 24 | $224.0M | $725.0M | ||
| Q1 24 | $438.0M | $812.0M |
毛利率EBAYSRE
| 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% | — | ||
| Q1 24 | 72.6% | — |
营业利润率EBAYSRE
| Q4 25 | 20.3% | 7.2% | ||
| Q3 25 | 20.4% | 10.6% | ||
| Q2 25 | 17.7% | 17.3% | ||
| Q1 25 | 23.8% | 21.5% | ||
| Q4 24 | 21.1% | 35.0% | ||
| Q3 24 | 23.1% | 12.9% | ||
| Q2 24 | 21.3% | 18.8% | ||
| Q1 24 | 24.7% | 22.7% |
净利率EBAYSRE
| Q4 25 | 17.8% | 10.7% | ||
| Q3 25 | 22.4% | 3.4% | ||
| Q2 25 | 13.5% | 17.5% | ||
| Q1 25 | 19.5% | 24.9% | ||
| Q4 24 | 26.3% | 22.0% | ||
| Q3 24 | 24.6% | 25.3% | ||
| Q2 24 | 8.7% | 29.2% | ||
| Q1 24 | 17.1% | 22.0% |
每股收益（稀释后）EBAYSRE
| Q4 25 | $1.14 | $0.53 | ||
| Q3 25 | $1.35 | $0.12 | ||
| Q2 25 | $0.79 | $0.71 | ||
| Q1 25 | $1.06 | $1.39 | ||
| Q4 24 | $1.35 | $1.04 | ||
| Q3 24 | $1.29 | $1.00 | ||
| Q2 24 | $0.45 | $1.12 | ||
| Q1 24 | $0.85 | $1.26 |
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 | $29.0M |
| 总债务越低越好 | $6.0B | $29.0B |
| 股东权益账面价值 | $4.6B | $31.6B |
| 总资产 | $17.6B | $110.9B |
| 负债/权益比越低杠杆越低 | 1.30× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资EBAYSRE
| Q4 25 | $1.9B | $29.0M | ||
| Q3 25 | $2.4B | $5.0M | ||
| Q2 25 | $2.1B | $155.0M | ||
| Q1 25 | $3.1B | $1.7B | ||
| Q4 24 | $2.4B | $1.6B | ||
| Q3 24 | $1.6B | $560.0M | ||
| Q2 24 | $2.0B | $228.0M | ||
| Q1 24 | $2.1B | $606.0M |
总债务EBAYSRE
| Q4 25 | $6.0B | $29.0B | ||
| Q3 25 | $5.0B | $29.0B | ||
| Q2 25 | $5.0B | $34.9B | ||
| Q1 25 | $5.8B | $33.3B | ||
| Q4 24 | $5.8B | $31.6B | ||
| Q3 24 | $6.2B | $31.0B | ||
| Q2 24 | $6.2B | $29.0B | ||
| Q1 24 | $6.2B | $29.5B |
股东权益EBAYSRE
| Q4 25 | $4.6B | $31.6B | ||
| Q3 25 | $4.7B | $31.2B | ||
| Q2 25 | $4.7B | $31.7B | ||
| Q1 25 | $5.0B | $31.6B | ||
| Q4 24 | $5.2B | $31.2B | ||
| Q3 24 | $5.4B | $29.7B | ||
| Q2 24 | $5.5B | $29.5B | ||
| Q1 24 | $6.3B | $29.1B |
总资产EBAYSRE
| Q4 25 | $17.6B | $110.9B | ||
| Q3 25 | $17.8B | $106.9B | ||
| Q2 25 | $18.0B | $99.9B | ||
| Q1 25 | $19.0B | $99.0B | ||
| Q4 24 | $19.4B | $96.2B | ||
| Q3 24 | $19.9B | $93.7B | ||
| Q2 24 | $20.4B | $90.5B | ||
| Q1 24 | $21.4B | $89.6B |
负债/权益比EBAYSRE
| Q4 25 | 1.30× | 0.92× | ||
| Q3 25 | 1.06× | 0.93× | ||
| Q2 25 | 1.05× | 1.10× | ||
| Q1 25 | 1.16× | 1.05× | ||
| Q4 24 | 1.12× | 1.01× | ||
| Q3 24 | 1.14× | 1.04× | ||
| Q2 24 | 1.12× | 0.98× | ||
| Q1 24 | 0.98× | 1.01× |
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 | $1.2B |
| 自由现金流经营现金流 - 资本支出 | $478.0M | $-2.2B |
| 自由现金流率自由现金流/营收 | 16.1% | -67.7% |
| 资本支出强度资本支出/营收 | 3.9% | 104.0% |
| 现金转化率经营现金流/净利润 | 1.13× | 3.38× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $-6.0B |
8季度趋势，按日历期对齐
经营现金流EBAYSRE
| Q4 25 | $595.0M | $1.2B | ||
| Q3 25 | $934.0M | $1.1B | ||
| Q2 25 | $-307.0M | $784.0M | ||
| Q1 25 | $787.0M | $1.5B | ||
| Q4 24 | $677.0M | $1.4B | ||
| Q3 24 | $755.0M | $1.0B | ||
| Q2 24 | $367.0M | $669.0M | ||
| Q1 24 | $615.0M | $1.9B |
自由现金流EBAYSRE
| Q4 25 | $478.0M | $-2.2B | ||
| Q3 25 | $803.0M | $-1.5B | ||
| Q2 25 | $-441.0M | $-1.5B | ||
| Q1 25 | $644.0M | $-854.0M | ||
| Q4 24 | $560.0M | $-1.1B | ||
| Q3 24 | $646.0M | $-913.0M | ||
| Q2 24 | $278.0M | $-1.2B | ||
| Q1 24 | $472.0M | $-82.0M |
自由现金流率EBAYSRE
| Q4 25 | 16.1% | -67.7% | ||
| Q3 25 | 28.5% | -52.6% | ||
| Q2 25 | -16.2% | -56.3% | ||
| Q1 25 | 24.9% | -23.2% | ||
| Q4 24 | 21.7% | -35.4% | ||
| Q3 24 | 25.1% | -35.5% | ||
| Q2 24 | 10.8% | -49.4% | ||
| Q1 24 | 18.5% | -2.2% |
资本支出强度EBAYSRE
| Q4 25 | 3.9% | 104.0% | ||
| Q3 25 | 4.6% | 92.9% | ||
| Q2 25 | 4.9% | 85.3% | ||
| Q1 25 | 5.5% | 63.5% | ||
| Q4 24 | 4.5% | 79.9% | ||
| Q3 24 | 4.2% | 75.3% | ||
| Q2 24 | 3.5% | 76.4% | ||
| Q1 24 | 5.6% | 52.3% |
现金转化率EBAYSRE
| Q4 25 | 1.13× | 3.38× | ||
| Q3 25 | 1.48× | 11.68× | ||
| Q2 25 | -0.83× | 1.66× | ||
| Q1 25 | 1.56× | 1.62× | ||
| Q4 24 | 1.00× | 2.02× | ||
| Q3 24 | 1.19× | 1.57× | ||
| Q2 24 | 1.64× | 0.92× | ||
| Q1 24 | 1.40× | 2.28× |
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% |
SRE
暂无分部数据
