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Enova International, Inc.（ENVA）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是Enova International, Inc.的1.6倍（$1.4B vs $875.1M），Enova International, Inc.净利率更高（10.4% vs 5.8%，领先4.6%），Enova International, Inc.同比增速更快（17.4% vs 16.1%），过去两年ROKU, INC的营收复合增速更高（25.8% vs 18.0%）
Enova International是一家全球金融科技企业，提供短期消费贷款、小微企业融资等线上金融服务，主要覆盖北美、南美及欧洲市场，依托先进数据分析技术评估用户信用，为传统金融覆盖不足的群体提供定制化金融产品。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
ENVA vs ROKU — 直观对比
营收规模更大
ROKU
是对方的1.6倍
$875.1M
营收增速更快
ENVA
高出1.2%
16.1%
净利率更高
ENVA
高出4.6%
5.8%
两年增速更快
ROKU
近两年复合增速
18.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $875.1M | $1.4B |
| 净利润 | $91.1M | $80.5M |
| 毛利率 | — | 43.5% |
| 营业利润率 | 23.7% | 4.7% |
| 净利率 | 10.4% | 5.8% |
| 营收同比 | 17.4% | 16.1% |
| 净利润同比 | 24.9% | 326.4% |
| 每股收益（稀释后） | $3.46 | $0.55 |
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ENVAROKU
| Q1 26 | $875.1M | — | ||
| Q4 25 | $839.4M | $1.4B | ||
| Q3 25 | $802.7M | $1.2B | ||
| Q2 25 | $764.0M | $1.1B | ||
| Q1 25 | $745.5M | $1.0B | ||
| Q4 24 | $729.6M | $1.2B | ||
| Q3 24 | $689.9M | $1.1B | ||
| Q2 24 | $628.4M | $968.2M |
净利润ENVAROKU
| Q1 26 | $91.1M | — | ||
| Q4 25 | $79.0M | $80.5M | ||
| Q3 25 | $80.3M | $24.8M | ||
| Q2 25 | $76.1M | $10.5M | ||
| Q1 25 | $72.9M | $-27.4M | ||
| Q4 24 | $63.7M | $-35.5M | ||
| Q3 24 | $43.4M | $-9.0M | ||
| Q2 24 | $53.9M | $-34.0M |
毛利率ENVAROKU
| Q1 26 | — | — | ||
| Q4 25 | 59.8% | 43.5% | ||
| Q3 25 | 57.4% | 43.4% | ||
| Q2 25 | 57.8% | 44.8% | ||
| Q1 25 | 57.2% | 43.6% | ||
| Q4 24 | 56.6% | 42.7% | ||
| Q3 24 | 58.0% | 45.2% | ||
| Q2 24 | 58.9% | 43.9% |
营业利润率ENVAROKU
| Q1 26 | 23.7% | — | ||
| Q4 25 | 22.2% | 4.7% | ||
| Q3 25 | 24.5% | 0.8% | ||
| Q2 25 | 24.1% | -2.1% | ||
| Q1 25 | 23.1% | -5.7% | ||
| Q4 24 | 21.3% | -3.3% | ||
| Q3 24 | 22.3% | -3.4% | ||
| Q2 24 | 23.1% | -7.4% |
净利率ENVAROKU
| Q1 26 | 10.4% | — | ||
| Q4 25 | 9.4% | 5.8% | ||
| Q3 25 | 10.0% | 2.0% | ||
| Q2 25 | 10.0% | 0.9% | ||
| Q1 25 | 9.8% | -2.7% | ||
| Q4 24 | 8.7% | -3.0% | ||
| Q3 24 | 6.3% | -0.9% | ||
| Q2 24 | 8.6% | -3.5% |
每股收益（稀释后）ENVAROKU
| Q1 26 | $3.46 | — | ||
| Q4 25 | $2.94 | $0.55 | ||
| Q3 25 | $3.03 | $0.16 | ||
| Q2 25 | $2.86 | $0.07 | ||
| Q1 25 | $2.69 | $-0.19 | ||
| Q4 24 | $2.29 | $-0.24 | ||
| Q3 24 | $1.57 | $-0.06 | ||
| Q2 24 | $1.93 | $-0.24 |
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 | $96.1M | $2.3B |
| 总债务越低越好 | $4.8B | — |
| 股东权益账面价值 | — | $2.7B |
| 总资产 | $6.9B | $4.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ENVAROKU
| Q1 26 | $96.1M | — | ||
| Q4 25 | $71.7M | $2.3B | ||
| Q3 25 | $53.6M | $2.3B | ||
| Q2 25 | $55.6M | $2.3B | ||
| Q1 25 | $55.5M | $2.3B | ||
| Q4 24 | $73.9M | $2.2B | ||
| Q3 24 | $67.5M | $2.1B | ||
| Q2 24 | $60.1M | $2.1B |
总债务ENVAROKU
| Q1 26 | $4.8B | — | ||
| Q4 25 | $4.5B | — | ||
| Q3 25 | $4.1B | — | ||
| Q2 25 | $4.0B | — | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.6B | — | ||
| Q3 24 | $3.3B | — | ||
| Q2 24 | $3.2B | — |
股东权益ENVAROKU
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $2.7B | ||
| Q3 25 | $1.3B | $2.6B | ||
| Q2 25 | $1.2B | $2.6B | ||
| Q1 25 | $1.2B | $2.5B | ||
| Q4 24 | $1.2B | $2.5B | ||
| Q3 24 | $1.2B | $2.5B | ||
| Q2 24 | $1.1B | $2.4B |
总资产ENVAROKU
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.5B | $4.4B | ||
| Q3 25 | $6.0B | $4.4B | ||
| Q2 25 | $5.7B | $4.3B | ||
| Q1 25 | $5.5B | $4.2B | ||
| Q4 24 | $5.3B | $4.3B | ||
| Q3 24 | $5.0B | $4.3B | ||
| Q2 24 | $4.8B | $4.1B |
负债/权益比ENVAROKU
| Q1 26 | — | — | ||
| Q4 25 | 3.37× | — | ||
| Q3 25 | 3.20× | — | ||
| Q2 25 | 3.23× | — | ||
| Q1 25 | 3.14× | — | ||
| Q4 24 | 2.98× | — | ||
| Q3 24 | 2.79× | — | ||
| Q2 24 | 2.78× | — |
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 | — | $107.7M |
| 自由现金流经营现金流 - 资本支出 | — | $106.6M |
| 自由现金流率自由现金流/营收 | — | 7.6% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | — | 1.34× |
| 过去12个月自由现金流最近4个季度 | — | $478.4M |
8季度趋势，按日历期对齐
经营现金流ENVAROKU
| Q1 26 | — | — | ||
| Q4 25 | $498.8M | $107.7M | ||
| Q3 25 | $481.8M | $127.6M | ||
| Q2 25 | $447.4M | $109.7M | ||
| Q1 25 | $391.1M | $138.7M | ||
| Q4 24 | $430.5M | $79.3M | ||
| Q3 24 | $398.6M | $68.7M | ||
| Q2 24 | $360.9M | $23.4M |
自由现金流ENVAROKU
| Q1 26 | — | — | ||
| Q4 25 | $487.1M | $106.6M | ||
| Q3 25 | $470.5M | $126.5M | ||
| Q2 25 | $436.1M | $108.6M | ||
| Q1 25 | $378.3M | $136.8M | ||
| Q4 24 | $420.3M | $76.8M | ||
| Q3 24 | $387.6M | $67.6M | ||
| Q2 24 | $349.9M | $22.5M |
自由现金流率ENVAROKU
| Q1 26 | — | — | ||
| Q4 25 | 58.0% | 7.6% | ||
| Q3 25 | 58.6% | 10.4% | ||
| Q2 25 | 57.1% | 9.8% | ||
| Q1 25 | 50.7% | 13.4% | ||
| Q4 24 | 57.6% | 6.4% | ||
| Q3 24 | 56.2% | 6.4% | ||
| Q2 24 | 55.7% | 2.3% |
资本支出强度ENVAROKU
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 0.1% | ||
| Q3 25 | 1.4% | 0.1% | ||
| Q2 25 | 1.5% | 0.1% | ||
| Q1 25 | 1.7% | 0.2% | ||
| Q4 24 | 1.4% | 0.2% | ||
| Q3 24 | 1.6% | 0.1% | ||
| Q2 24 | 1.8% | 0.1% |
现金转化率ENVAROKU
| Q1 26 | — | — | ||
| Q4 25 | 6.32× | 1.34× | ||
| Q3 25 | 6.00× | 5.14× | ||
| Q2 25 | 5.87× | 10.45× | ||
| Q1 25 | 5.36× | — | ||
| Q4 24 | 6.76× | — | ||
| Q3 24 | 9.18× | — | ||
| Q2 24 | 6.70× | — |
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
ENVA
暂无分部数据
ROKU
| Services | $1.2B | 88% |
| Products | $170.9M | 12% |
