vs
e.l.f. Beauty, Inc.(ELF)与Reddit, Inc.(RDDT)财务数据对比。点击上方公司名可切换其他公司
Reddit, Inc.的季度营收约是e.l.f. Beauty, Inc.的1.5倍($725.6M vs $489.5M),Reddit, Inc.净利率更高(34.7% vs 8.0%,领先26.6%),Reddit, Inc.同比增速更快(69.7% vs 37.8%),Reddit, Inc.自由现金流更多($263.6M vs $52.8M)
e.l.f. Beauty是美国知名彩妆品牌,2004年创立,总部位于加利福尼亚州奥克兰。品牌产品线丰富,涵盖沐浴护肤产品、矿物彩妆、专业美妆工具、眼线笔、口红、腮红、睫毛膏等多个品类,产品销往全球18个国家,入驻Target、沃尔玛等主流零售渠道,过半营收来自品牌官网。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台,注册用户可发布链接、文字帖、图片、视频等各类内容,其他用户可对内容进行点赞或点踩,内容按主题归类到用户创建的子板块中,获赞更高的内容会排在板块前列,热度足够的内容还将展示在全站首页。
ELF vs RDDT — 直观对比
营收规模更大
RDDT
是对方的1.5倍
$489.5M
营收增速更快
RDDT
高出31.9%
37.8%
净利率更高
RDDT
高出26.6%
8.0%
自由现金流更多
RDDT
多$210.9M
$52.8M
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $489.5M | $725.6M |
| 净利润 | $39.4M | $251.6M |
| 毛利率 | 71.0% | 91.9% |
| 营业利润率 | 13.8% | 31.9% |
| 净利率 | 8.0% | 34.7% |
| 营收同比 | 37.8% | 69.7% |
| 净利润同比 | 128.1% | 254.2% |
| 每股收益(稀释后) | $0.65 | $1.24 |
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
ELF
RDDT
| Q4 25 | $489.5M | $725.6M | ||
| Q3 25 | $343.9M | $584.9M | ||
| Q2 25 | $353.7M | $499.6M | ||
| Q1 25 | — | $392.4M | ||
| Q4 24 | — | $427.7M | ||
| Q3 24 | — | $348.4M | ||
| Q2 24 | — | $281.2M | ||
| Q1 24 | — | $243.0M |
净利润
ELF
RDDT
| Q4 25 | $39.4M | $251.6M | ||
| Q3 25 | $3.0M | $162.7M | ||
| Q2 25 | $33.3M | $89.3M | ||
| Q1 25 | — | $26.2M | ||
| Q4 24 | — | $71.0M | ||
| Q3 24 | — | $29.9M | ||
| Q2 24 | — | $-10.1M | ||
| Q1 24 | — | $-575.1M |
毛利率
ELF
RDDT
| Q4 25 | 71.0% | 91.9% | ||
| Q3 25 | 69.4% | 91.0% | ||
| Q2 25 | 69.1% | 90.8% | ||
| Q1 25 | — | 90.5% | ||
| Q4 24 | — | 92.6% | ||
| Q3 24 | — | 90.1% | ||
| Q2 24 | — | 89.5% | ||
| Q1 24 | — | 88.6% |
营业利润率
ELF
RDDT
| Q4 25 | 13.8% | 31.9% | ||
| Q3 25 | 2.2% | 23.7% | ||
| Q2 25 | 13.8% | 13.6% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | -11.0% | ||
| Q1 24 | — | -242.5% |
净利率
ELF
RDDT
| Q4 25 | 8.0% | 34.7% | ||
| Q3 25 | 0.9% | 27.8% | ||
| Q2 25 | 9.4% | 17.9% | ||
| Q1 25 | — | 6.7% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 8.6% | ||
| Q2 24 | — | -3.6% | ||
| Q1 24 | — | -236.7% |
每股收益(稀释后)
ELF
RDDT
| Q4 25 | $0.65 | $1.24 | ||
| Q3 25 | $0.05 | $0.80 | ||
| Q2 25 | $0.58 | $0.45 | ||
| Q1 25 | — | $0.13 | ||
| Q4 24 | — | $4.76 | ||
| Q3 24 | — | $0.16 | ||
| Q2 24 | — | $-0.06 | ||
| Q1 24 | — | $-8.19 |
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 | $196.8M | $953.6M |
| 总债务越低越好 | $816.7M | — |
| 股东权益账面价值 | $1.2B | $2.9B |
| 总资产 | $2.3B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.70× | — |
8季度趋势,按日历期对齐
现金及短期投资
ELF
RDDT
| Q4 25 | $196.8M | $953.6M | ||
| Q3 25 | $194.4M | $911.7M | ||
| Q2 25 | $170.0M | $734.1M | ||
| Q1 25 | — | $635.7M | ||
| Q4 24 | — | $562.1M | ||
| Q3 24 | — | $515.9M | ||
| Q2 24 | — | $468.0M | ||
| Q1 24 | — | $968.5M |
总债务
ELF
RDDT
| Q4 25 | $816.7M | — | ||
| Q3 25 | $831.6M | — | ||
| Q2 25 | $256.7M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
ELF
RDDT
| Q4 25 | $1.2B | $2.9B | ||
| Q3 25 | $1.1B | $2.6B | ||
| Q2 25 | $804.9M | $2.4B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $1.9B | ||
| Q1 24 | — | $1.8B |
总资产
ELF
RDDT
| Q4 25 | $2.3B | $3.2B | ||
| Q3 25 | $2.3B | $2.9B | ||
| Q2 25 | $1.3B | $2.6B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.0B |
负债/权益比
ELF
RDDT
| Q4 25 | 0.70× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.32× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $59.4M | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $52.8M | $263.6M |
| 自由现金流率自由现金流/营收 | 10.8% | 36.3% |
| 资本支出强度资本支出/营收 | 1.4% | 0.4% |
| 现金转化率经营现金流/净利润 | 1.51× | 1.06× |
| 过去12个月自由现金流最近4个季度 | — | $684.2M |
8季度趋势,按日历期对齐
经营现金流
ELF
RDDT
| Q4 25 | $59.4M | $266.8M | ||
| Q3 25 | $23.4M | $185.2M | ||
| Q2 25 | $27.2M | $111.3M | ||
| Q1 25 | — | $127.6M | ||
| Q4 24 | — | $90.0M | ||
| Q3 24 | — | $71.6M | ||
| Q2 24 | — | $28.4M | ||
| Q1 24 | — | $32.1M |
自由现金流
ELF
RDDT
| Q4 25 | $52.8M | $263.6M | ||
| Q3 25 | $16.6M | $183.1M | ||
| Q2 25 | $20.1M | $110.8M | ||
| Q1 25 | — | $126.6M | ||
| Q4 24 | — | $89.2M | ||
| Q3 24 | — | $70.3M | ||
| Q2 24 | — | $27.2M | ||
| Q1 24 | — | $29.2M |
自由现金流率
ELF
RDDT
| Q4 25 | 10.8% | 36.3% | ||
| Q3 25 | 4.8% | 31.3% | ||
| Q2 25 | 5.7% | 22.2% | ||
| Q1 25 | — | 32.3% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | — | 20.2% | ||
| Q2 24 | — | 9.7% | ||
| Q1 24 | — | 12.0% |
资本支出强度
ELF
RDDT
| Q4 25 | 1.4% | 0.4% | ||
| Q3 25 | 2.0% | 0.4% | ||
| Q2 25 | 2.0% | 0.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 1.2% |
现金转化率
ELF
RDDT
| Q4 25 | 1.51× | 1.06× | ||
| Q3 25 | 7.82× | 1.14× | ||
| Q2 25 | 0.82× | 1.25× | ||
| Q1 25 | — | 4.88× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | — | 2.40× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
ELF
暂无分部数据
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |