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EVgo Inc.(EVGO)与Mister Car Wash, Inc.(MCW)财务数据对比。点击上方公司名可切换其他公司
Mister Car Wash, Inc.的季度营收约是EVgo Inc.的2.2倍($261.2M vs $118.5M)。Mister Car Wash, Inc.净利率更高(7.7% vs -4.1%,领先11.8%)。EVgo Inc.同比增速更快(75.5% vs 4.0%)。Mister Car Wash, Inc.自由现金流更多($-16.8M vs $-38.1M)。过去两年EVgo Inc.的营收复合增速更高(46.6% vs 4.5%)
EVgo Inc.是美国知名的电动汽车快充网络运营商,截至2023年8月,公司已布局超过950个充电站点,覆盖美国35个州,旗下充电桩兼容全球各大主流车企的电动汽车。
棕熊洗车是总部位于美国华盛顿州的连锁洗车品牌,1957年在西雅图成立,截至2021年拥有49家门店,是美国排名第12位的大型洗车连锁企业,在当地洗车服务市场拥有较高的市场认可度。
EVGO vs MCW — 直观对比
营收规模更大
MCW
是对方的2.2倍
$118.5M
营收增速更快
EVGO
高出71.5%
4.0%
净利率更高
MCW
高出11.8%
-4.1%
自由现金流更多
MCW
多$21.3M
$-38.1M
两年增速更快
EVGO
近两年复合增速
4.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $118.5M | $261.2M |
| 净利润 | $-4.8M | $20.1M |
| 毛利率 | 38.0% | — |
| 营业利润率 | -10.4% | 15.8% |
| 净利率 | -4.1% | 7.7% |
| 营收同比 | 75.5% | 4.0% |
| 净利润同比 | 61.1% | 118.9% |
| 每股收益(稀释后) | $-0.03 | $0.06 |
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
EVGO
MCW
| Q4 25 | $118.5M | $261.2M | ||
| Q3 25 | $92.3M | $263.4M | ||
| Q2 25 | $98.0M | $265.4M | ||
| Q1 25 | $75.3M | $261.7M | ||
| Q4 24 | $67.5M | $251.2M | ||
| Q3 24 | $67.5M | $249.3M | ||
| Q2 24 | $66.6M | $255.0M | ||
| Q1 24 | $55.2M | $239.2M |
净利润
EVGO
MCW
| Q4 25 | $-4.8M | $20.1M | ||
| Q3 25 | $-12.4M | $27.4M | ||
| Q2 25 | $-13.0M | $28.6M | ||
| Q1 25 | $-11.4M | $27.0M | ||
| Q4 24 | $-12.4M | $9.2M | ||
| Q3 24 | $-11.7M | $22.3M | ||
| Q2 24 | $-10.4M | $22.1M | ||
| Q1 24 | $-9.8M | $16.6M |
毛利率
EVGO
MCW
| Q4 25 | 38.0% | — | ||
| Q3 25 | 13.6% | — | ||
| Q2 25 | 14.2% | — | ||
| Q1 25 | 12.4% | — | ||
| Q4 24 | 14.5% | — | ||
| Q3 24 | 9.4% | — | ||
| Q2 24 | 9.6% | — | ||
| Q1 24 | 12.4% | — |
营业利润率
EVGO
MCW
| Q4 25 | -10.4% | 15.8% | ||
| Q3 25 | -36.9% | 19.7% | ||
| Q2 25 | -31.4% | 20.4% | ||
| Q1 25 | -44.4% | 20.2% | ||
| Q4 24 | -51.9% | 12.7% | ||
| Q3 24 | -47.1% | 19.9% | ||
| Q2 24 | -48.6% | 21.6% | ||
| Q1 24 | -58.7% | 17.8% |
净利率
EVGO
MCW
| Q4 25 | -4.1% | 7.7% | ||
| Q3 25 | -13.4% | 10.4% | ||
| Q2 25 | -13.3% | 10.8% | ||
| Q1 25 | -15.1% | 10.3% | ||
| Q4 24 | -18.4% | 3.7% | ||
| Q3 24 | -17.3% | 9.0% | ||
| Q2 24 | -15.6% | 8.7% | ||
| Q1 24 | -17.8% | 7.0% |
每股收益(稀释后)
EVGO
MCW
| Q4 25 | $-0.03 | $0.06 | ||
| Q3 25 | $-0.09 | $0.08 | ||
| Q2 25 | $-0.10 | $0.09 | ||
| Q1 25 | $-0.09 | $0.08 | ||
| Q4 24 | $-0.11 | $0.02 | ||
| Q3 24 | $-0.11 | $0.07 | ||
| Q2 24 | $-0.10 | $0.07 | ||
| Q1 24 | $-0.09 | $0.05 |
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 | $151.0M | $28.4M |
| 总债务越低越好 | $206.5M | — |
| 股东权益账面价值 | $-116.9M | $1.1B |
| 总资产 | $964.8M | $3.2B |
| 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
EVGO
MCW
| Q4 25 | $151.0M | $28.4M | ||
| Q3 25 | $181.3M | $35.7M | ||
| Q2 25 | $154.5M | $26.4M | ||
| Q1 25 | $150.0M | $39.1M | ||
| Q4 24 | $117.3M | $67.5M | ||
| Q3 24 | $141.9M | $16.5M | ||
| Q2 24 | $162.3M | $3.6M | ||
| Q1 24 | $175.1M | $10.7M |
总债务
EVGO
MCW
| Q4 25 | $206.5M | — | ||
| Q3 25 | $157.3M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
EVGO
MCW
| Q4 25 | $-116.9M | $1.1B | ||
| Q3 25 | $-428.1M | $1.1B | ||
| Q2 25 | $-230.1M | $1.1B | ||
| Q1 25 | $-36.8M | $1.0B | ||
| Q4 24 | $-256.1M | $998.4M | ||
| Q3 24 | $-344.8M | $979.4M | ||
| Q2 24 | $13.6M | $949.4M | ||
| Q1 24 | $25.7M | $928.7M |
总资产
EVGO
MCW
| Q4 25 | $964.8M | $3.2B | ||
| Q3 25 | $931.8M | $3.1B | ||
| Q2 25 | $864.7M | $3.1B | ||
| Q1 25 | $856.0M | $3.1B | ||
| Q4 24 | $803.8M | $3.1B | ||
| Q3 24 | $791.7M | $3.0B | ||
| Q2 24 | $785.3M | $3.0B | ||
| Q1 24 | $787.5M | $2.9B |
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 | $11.3M | $60.0M |
| 自由现金流经营现金流 - 资本支出 | $-38.1M | $-16.8M |
| 自由现金流率自由现金流/营收 | -32.2% | -6.4% |
| 资本支出强度资本支出/营收 | 41.7% | 29.4% |
| 现金转化率经营现金流/净利润 | — | 2.99× |
| 过去12个月自由现金流最近4个季度 | $-124.4M | $30.3M |
8季度趋势,按日历期对齐
经营现金流
EVGO
MCW
| Q4 25 | $11.3M | $60.0M | ||
| Q3 25 | $-22.8M | $91.4M | ||
| Q2 25 | $14.1M | $46.8M | ||
| Q1 25 | $-10.2M | $87.5M | ||
| Q4 24 | $-12.8M | $49.8M | ||
| Q3 24 | $12.1M | $80.0M | ||
| Q2 24 | $7.6M | $60.9M | ||
| Q1 24 | $-14.1M | $58.0M |
自由现金流
EVGO
MCW
| Q4 25 | $-38.1M | $-16.8M | ||
| Q3 25 | $-49.0M | $25.8M | ||
| Q2 25 | $-12.1M | $-11.2M | ||
| Q1 25 | $-25.2M | $32.5M | ||
| Q4 24 | $-36.5M | $-20.4M | ||
| Q3 24 | $-13.7M | $-16.8M | ||
| Q2 24 | $-16.6M | $-20.4M | ||
| Q1 24 | $-35.2M | $-23.9M |
自由现金流率
EVGO
MCW
| Q4 25 | -32.2% | -6.4% | ||
| Q3 25 | -53.1% | 9.8% | ||
| Q2 25 | -12.4% | -4.2% | ||
| Q1 25 | -33.5% | 12.4% | ||
| Q4 24 | -54.1% | -8.1% | ||
| Q3 24 | -20.3% | -6.8% | ||
| Q2 24 | -25.0% | -8.0% | ||
| Q1 24 | -63.7% | -10.0% |
资本支出强度
EVGO
MCW
| Q4 25 | 41.7% | 29.4% | ||
| Q3 25 | 28.3% | 24.9% | ||
| Q2 25 | 26.7% | 21.9% | ||
| Q1 25 | 19.9% | 21.1% | ||
| Q4 24 | 35.1% | 27.9% | ||
| Q3 24 | 38.3% | 38.8% | ||
| Q2 24 | 36.3% | 31.9% | ||
| Q1 24 | 38.2% | 34.2% |
现金转化率
EVGO
MCW
| Q4 25 | — | 2.99× | ||
| Q3 25 | — | 3.33× | ||
| Q2 25 | — | 1.64× | ||
| Q1 25 | — | 3.24× | ||
| Q4 24 | — | 5.43× | ||
| Q3 24 | — | 3.58× | ||
| Q2 24 | — | 2.76× | ||
| Q1 24 | — | 3.49× |
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
EVGO
| Charging Network Revenue | $63.6M | 54% |
| Charging Revenue Retail | $35.8M | 30% |
| Charging Revenue Commercial | $9.3M | 8% |
| Charging Revenue Oem | $6.5M | 6% |
| Regulatory Credit Sales | $2.2M | 2% |
MCW
| Transferred Over Time | $205.7M | 79% |
| Transferred At Point In Time | $55.2M | 21% |