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Equifax（EFX）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
Equifax的季度营收约是罗布乐思的1.2倍（$1.6B vs $1.4B），Equifax净利率更高（10.4% vs -22.3%，领先32.7%），罗布乐思同比增速更快（43.2% vs 14.3%），过去两年罗布乐思的营收复合增速更高（32.9% vs 6.9%）
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。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
EFX vs RBLX — 直观对比
营收规模更大
EFX
是对方的1.2倍
$1.4B
营收增速更快
RBLX
高出28.8%
14.3%
净利率更高
EFX
高出32.7%
-22.3%
两年增速更快
RBLX
近两年复合增速
6.9%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.4B |
| 净利润 | $171.5M | $-316.0M |
| 毛利率 | — | 77.7% |
| 营业利润率 | 17.4% | -25.3% |
| 净利率 | 10.4% | -22.3% |
| 营收同比 | 14.3% | 43.2% |
| 净利润同比 | 28.9% | -43.9% |
| 每股收益（稀释后） | — | $-0.44 |
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EFXRBLX
| Q2 26 | $1.6B | — | ||
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.4B | $1.0B | ||
| Q4 24 | $1.4B | $988.2M | ||
| Q3 24 | $1.4B | $919.0M |
净利润EFXRBLX
| Q2 26 | $171.5M | — | ||
| Q1 26 | $171.5M | — | ||
| Q4 25 | $175.7M | $-316.0M | ||
| Q3 25 | $160.2M | $-255.6M | ||
| Q2 25 | $191.3M | $-278.4M | ||
| Q1 25 | $133.1M | $-215.1M | ||
| Q4 24 | $174.0M | $-219.6M | ||
| Q3 24 | $141.3M | $-239.3M |
毛利率EFXRBLX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 77.7% | ||
| Q3 25 | — | 78.2% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 78.3% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | — | 77.7% |
营业利润率EFXRBLX
| Q2 26 | 17.4% | — | ||
| Q1 26 | 17.4% | — | ||
| Q4 25 | 18.3% | -25.3% | ||
| Q3 25 | 17.1% | -21.8% | ||
| Q2 25 | 20.2% | -29.8% | ||
| Q1 25 | 16.4% | -24.6% | ||
| Q4 24 | 20.3% | -24.7% | ||
| Q3 24 | 17.1% | -30.4% |
净利率EFXRBLX
| Q2 26 | 10.4% | — | ||
| Q1 26 | 10.4% | — | ||
| Q4 25 | 11.3% | -22.3% | ||
| Q3 25 | 10.4% | -18.8% | ||
| Q2 25 | 12.4% | -25.8% | ||
| Q1 25 | 9.2% | -20.8% | ||
| Q4 24 | 12.3% | -22.2% | ||
| Q3 24 | 9.8% | -26.0% |
每股收益（稀释后）EFXRBLX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.44 | $-0.44 | ||
| Q3 25 | $1.29 | $-0.37 | ||
| Q2 25 | $1.53 | $-0.41 | ||
| Q1 25 | $1.06 | $-0.32 | ||
| Q4 24 | $1.40 | $-0.32 | ||
| Q3 24 | $1.13 | $-0.37 |
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 | $183.4M | $3.1B |
| 总债务越低越好 | $5.3B | $1.2B |
| 股东权益账面价值 | $4.6B | $394.5M |
| 总资产 | $11.9B | $9.6B |
| 负债/权益比越低杠杆越低 | 1.16× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资EFXRBLX
| Q2 26 | $183.4M | — | ||
| Q1 26 | $183.4M | — | ||
| Q4 25 | $180.8M | $3.1B | ||
| Q3 25 | $189.0M | $2.9B | ||
| Q2 25 | $189.0M | $2.6B | ||
| Q1 25 | $195.2M | $2.7B | ||
| Q4 24 | $169.9M | $2.4B | ||
| Q3 24 | $468.2M | $2.3B |
总债务EFXRBLX
| Q2 26 | $5.3B | — | ||
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.1B | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $5.0B | $1.2B | ||
| Q3 24 | — | — |
股东权益EFXRBLX
| Q2 26 | $4.6B | — | ||
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.6B | $394.5M | ||
| Q3 25 | $4.9B | $407.6M | ||
| Q2 25 | $5.1B | $353.2M | ||
| Q1 25 | $5.0B | $310.7M | ||
| Q4 24 | $4.8B | $221.4M | ||
| Q3 24 | $4.9B | $189.9M |
总资产EFXRBLX
| Q2 26 | $11.9B | — | ||
| Q1 26 | $11.9B | — | ||
| Q4 25 | $11.9B | $9.6B | ||
| Q3 25 | $11.8B | $8.6B | ||
| Q2 25 | $11.9B | $7.8B | ||
| Q1 25 | $11.9B | $7.5B | ||
| Q4 24 | $11.8B | $7.2B | ||
| Q3 24 | $12.3B | $6.7B |
负债/权益比EFXRBLX
| Q2 26 | 1.16× | — | ||
| Q1 26 | 1.16× | — | ||
| Q4 25 | 1.11× | 2.98× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.05× | 5.48× | ||
| Q3 24 | — | — |
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 | — | $607.0M |
| 自由现金流经营现金流 - 资本支出 | — | $308.6M |
| 自由现金流率自由现金流/营收 | — | 21.8% |
| 资本支出强度资本支出/营收 | 7.3% | 21.1% |
| 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 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流EFXRBLX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $470.8M | $607.0M | ||
| Q3 25 | $559.9M | $546.2M | ||
| Q2 25 | $361.1M | $199.3M | ||
| Q1 25 | $223.9M | $443.9M | ||
| Q4 24 | $324.8M | $184.5M | ||
| Q3 24 | $479.5M | $247.4M |
自由现金流EFXRBLX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $340.8M | $308.6M | ||
| Q3 25 | $437.9M | $443.6M | ||
| Q2 25 | $238.9M | $176.7M | ||
| Q1 25 | $116.7M | $426.5M | ||
| Q4 24 | $205.9M | $120.6M | ||
| Q3 24 | $355.5M | $218.0M |
自由现金流率EFXRBLX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 22.0% | 21.8% | ||
| Q3 25 | 28.3% | 32.6% | ||
| Q2 25 | 15.5% | 16.3% | ||
| Q1 25 | 8.1% | 41.2% | ||
| Q4 24 | 14.5% | 12.2% | ||
| Q3 24 | 24.7% | 23.7% |
资本支出强度EFXRBLX
| Q2 26 | 7.3% | — | ||
| Q1 26 | 7.3% | — | ||
| Q4 25 | 8.4% | 21.1% | ||
| Q3 25 | 7.9% | 7.5% | ||
| Q2 25 | 8.0% | 2.1% | ||
| Q1 25 | 7.4% | 1.7% | ||
| Q4 24 | 8.4% | 6.5% | ||
| Q3 24 | 8.6% | 3.2% |
现金转化率EFXRBLX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.68× | — | ||
| Q3 25 | 3.50× | — | ||
| Q2 25 | 1.89× | — | ||
| Q1 25 | 1.68× | — | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 3.39× | — |
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
EFX
| Verification Services | $571.4M | 35% |
| Online Information Solutions | $553.7M | 34% |
| Employer Services | $111.7M | 7% |
| Latin America | $102.7M | 6% |
| Europe | $94.0M | 6% |
| Asia Pacific | $92.6M | 6% |
| Canada | $70.9M | 4% |
| Other | $51.9M | 3% |
RBLX
暂无分部数据
