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ENSIGN GROUP, INC（ENSG）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
罗布乐思的季度营收约是ENSIGN GROUP, INC的1.0倍（$1.4B vs $1.3B），ENSIGN GROUP, INC净利率更高（7.1% vs -22.3%，领先29.4%），罗布乐思同比增速更快（43.2% vs 19.0%），过去两年罗布乐思的营收复合增速更高（32.9% vs 15.5%）
Ensign Energy Services Inc.是加拿大上市油田服务提供商，成立于1987年，总部位于阿尔伯塔省卡尔加里，业务覆盖北美及全球多个市场，公司普通股在多伦多证券交易所挂牌交易，交易代码为ESI。
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。
ENSG vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.0倍
$1.3B
营收增速更快
RBLX
高出24.1%
19.0%
净利率更高
ENSG
高出29.4%
-22.3%
两年增速更快
RBLX
近两年复合增速
15.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.4B |
| 净利润 | $95.5M | $-316.0M |
| 毛利率 | 20.3% | 77.7% |
| 营业利润率 | 9.2% | -25.3% |
| 净利率 | 7.1% | -22.3% |
| 营收同比 | 19.0% | 43.2% |
| 净利润同比 | 19.8% | -43.9% |
| 每股收益（稀释后） | $1.61 | $-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ENSGRBLX
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | $1.1B | $988.2M | ||
| Q3 24 | $1.1B | $919.0M | ||
| Q2 24 | $1.0B | $893.5M | ||
| Q1 24 | $1.0B | $801.3M |
净利润ENSGRBLX
| Q4 25 | $95.5M | $-316.0M | ||
| Q3 25 | $83.8M | $-255.6M | ||
| Q2 25 | $84.4M | $-278.4M | ||
| Q1 25 | $80.3M | $-215.1M | ||
| Q4 24 | $79.7M | $-219.6M | ||
| Q3 24 | $78.4M | $-239.3M | ||
| Q2 24 | $71.0M | $-205.9M | ||
| Q1 24 | $68.8M | $-270.6M |
毛利率ENSGRBLX
| Q4 25 | 20.3% | 77.7% | ||
| Q3 25 | 19.0% | 78.2% | ||
| Q2 25 | 20.4% | 78.2% | ||
| Q1 25 | 20.9% | 78.3% | ||
| Q4 24 | 20.8% | 77.9% | ||
| Q3 24 | 20.5% | 77.7% | ||
| Q2 24 | 20.8% | 77.8% | ||
| Q1 24 | 20.9% | 77.7% |
营业利润率ENSGRBLX
| Q4 25 | 9.2% | -25.3% | ||
| Q3 25 | 7.5% | -21.8% | ||
| Q2 25 | 8.5% | -29.8% | ||
| Q1 25 | 8.6% | -24.6% | ||
| Q4 24 | 8.9% | -24.7% | ||
| Q3 24 | 8.3% | -30.4% | ||
| Q2 24 | 8.3% | -26.6% | ||
| Q1 24 | 8.1% | -37.7% |
净利率ENSGRBLX
| Q4 25 | 7.1% | -22.3% | ||
| Q3 25 | 6.5% | -18.8% | ||
| Q2 25 | 6.9% | -25.8% | ||
| Q1 25 | 6.8% | -20.8% | ||
| Q4 24 | 7.0% | -22.2% | ||
| Q3 24 | 7.3% | -26.0% | ||
| Q2 24 | 6.9% | -23.0% | ||
| Q1 24 | 6.8% | -33.8% |
每股收益（稀释后）ENSGRBLX
| Q4 25 | $1.61 | $-0.44 | ||
| Q3 25 | $1.42 | $-0.37 | ||
| Q2 25 | $1.44 | $-0.41 | ||
| Q1 25 | $1.37 | $-0.32 | ||
| Q4 24 | $1.37 | $-0.32 | ||
| Q3 24 | $1.34 | $-0.37 | ||
| Q2 24 | $1.22 | $-0.32 | ||
| Q1 24 | $1.19 | $-0.43 |
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 | $572.4M | $3.1B |
| 总债务越低越好 | $144.4M | $1.2B |
| 股东权益账面价值 | $2.2B | $394.5M |
| 总资产 | $5.5B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.06× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资ENSGRBLX
| Q4 25 | $572.4M | $3.1B | ||
| Q3 25 | $506.3M | $2.9B | ||
| Q2 25 | $418.4M | $2.6B | ||
| Q1 25 | $344.5M | $2.7B | ||
| Q4 24 | $526.9M | $2.4B | ||
| Q3 24 | $571.0M | $2.3B | ||
| Q2 24 | $501.5M | $2.4B | ||
| Q1 24 | $526.3M | $2.4B |
总债务ENSGRBLX
| Q4 25 | $144.4M | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $148.4M | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ENSGRBLX
| Q4 25 | $2.2B | $394.5M | ||
| Q3 25 | $2.1B | $407.6M | ||
| Q2 25 | $2.0B | $353.2M | ||
| Q1 25 | $1.9B | $310.7M | ||
| Q4 24 | $1.8B | $221.4M | ||
| Q3 24 | $1.7B | $189.9M | ||
| Q2 24 | $1.7B | $121.5M | ||
| Q1 24 | $1.6B | $71.6M |
总资产ENSGRBLX
| Q4 25 | $5.5B | $9.6B | ||
| Q3 25 | $5.2B | $8.6B | ||
| Q2 25 | $4.9B | $7.8B | ||
| Q1 25 | $4.8B | $7.5B | ||
| Q4 24 | $4.7B | $7.2B | ||
| Q3 24 | $4.6B | $6.7B | ||
| Q2 24 | $4.4B | $6.5B | ||
| Q1 24 | $4.3B | $6.3B |
负债/权益比ENSGRBLX
| Q4 25 | 0.06× | 2.98× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.08× | 5.48× | ||
| 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 | $183.3M | $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 | — | 21.1% |
| 现金转化率经营现金流/净利润 | 1.92× | — |
| 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ENSGRBLX
| Q4 25 | $183.3M | $607.0M | ||
| Q3 25 | $153.0M | $546.2M | ||
| Q2 25 | $155.7M | $199.3M | ||
| Q1 25 | $72.2M | $443.9M | ||
| Q4 24 | $100.5M | $184.5M | ||
| Q3 24 | $134.5M | $247.4M | ||
| Q2 24 | $76.9M | $151.4M | ||
| Q1 24 | $35.3M | $238.9M |
自由现金流ENSGRBLX
| Q4 25 | — | $308.6M | ||
| Q3 25 | — | $443.6M | ||
| Q2 25 | — | $176.7M | ||
| Q1 25 | — | $426.5M | ||
| Q4 24 | — | $120.6M | ||
| Q3 24 | — | $218.0M | ||
| Q2 24 | — | $111.7M | ||
| Q1 24 | — | $192.3M |
自由现金流率ENSGRBLX
| Q4 25 | — | 21.8% | ||
| Q3 25 | — | 32.6% | ||
| Q2 25 | — | 16.3% | ||
| Q1 25 | — | 41.2% | ||
| Q4 24 | — | 12.2% | ||
| Q3 24 | — | 23.7% | ||
| Q2 24 | — | 12.5% | ||
| Q1 24 | — | 24.0% |
资本支出强度ENSGRBLX
| Q4 25 | — | 21.1% | ||
| Q3 25 | — | 7.5% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 4.4% | ||
| Q1 24 | — | 5.8% |
现金转化率ENSGRBLX
| Q4 25 | 1.92× | — | ||
| Q3 25 | 1.82× | — | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 0.90× | — | ||
| Q4 24 | 1.26× | — | ||
| Q3 24 | 1.71× | — | ||
| Q2 24 | 1.08× | — | ||
| Q1 24 | 0.51× | — |
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
ENSG
| Skilled Services Segment | $1.3B | 97% |
| Standard Bearer Segment | $34.5M | 3% |
RBLX
暂无分部数据
