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FIRST ADVANTAGE CORP(FA)与Rithm Capital Corp.(RITM)财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是FIRST ADVANTAGE CORP的2.0倍($828.2M vs $420.0M),Rithm Capital Corp.净利率更高(13.2% vs 0.8%,领先12.4%),Rithm Capital Corp.同比增速更快(508.5% vs 36.8%),过去两年FIRST ADVANTAGE CORP的营收复合增速更高(57.5% vs -17.9%)
First Advantage是全球领先的劳动力筛查与背景验证服务提供商,服务覆盖科技、医疗、金融、零售、制造等多个行业的各规模客户,助力企业管控雇佣风险、满足合规要求,打造安全可信的工作环境。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构,核心业务聚焦房地产投资与另类资产投资,依托专业的投研团队和成熟的市场运营经验,为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
FA vs RITM — 直观对比
营收规模更大
RITM
是对方的2.0倍
$420.0M
营收增速更快
RITM
高出471.7%
36.8%
净利率更高
RITM
高出12.4%
0.8%
两年增速更快
FA
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $828.2M |
| 净利润 | $3.5M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 10.7% | 29.9% |
| 净利率 | 0.8% | 13.2% |
| 营收同比 | 36.8% | 508.5% |
| 净利润同比 | 103.5% | 27.7% |
| 每股收益(稀释后) | $0.03 | $0.12 |
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
FA
RITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $420.0M | $1.5B | ||
| Q3 25 | $409.2M | $1.1B | ||
| Q2 25 | $390.6M | $1.2B | ||
| Q1 25 | $354.6M | $768.4M | ||
| Q4 24 | $307.1M | $2.1B | ||
| Q3 24 | $199.1M | $619.5M | ||
| Q2 24 | $184.5M | $1.2B |
净利润
FA
RITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $3.5M | $85.0M | ||
| Q3 25 | $2.6M | $221.5M | ||
| Q2 25 | $308.0K | $311.7M | ||
| Q1 25 | $-41.2M | $78.8M | ||
| Q4 24 | $-100.4M | $290.2M | ||
| Q3 24 | $-8.9M | $121.7M | ||
| Q2 24 | $1.9M | $235.6M |
营业利润率
FA
RITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 10.7% | 13.8% | ||
| Q3 25 | 10.3% | 21.4% | ||
| Q2 25 | 9.7% | 25.2% | ||
| Q1 25 | 2.1% | 7.4% | ||
| Q4 24 | -26.3% | 23.8% | ||
| Q3 24 | 4.6% | 7.3% | ||
| Q2 24 | 5.4% | 23.6% |
净利率
FA
RITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 0.8% | 5.7% | ||
| Q3 25 | 0.6% | 20.0% | ||
| Q2 25 | 0.1% | 25.6% | ||
| Q1 25 | -11.6% | 10.3% | ||
| Q4 24 | -32.7% | 14.0% | ||
| Q3 24 | -4.4% | 19.7% | ||
| Q2 24 | 1.0% | 19.2% |
每股收益(稀释后)
FA
RITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.03 | $0.09 | ||
| Q3 25 | $0.01 | $0.35 | ||
| Q2 25 | $0.00 | $0.53 | ||
| Q1 25 | $-0.24 | $0.07 | ||
| Q4 24 | $-0.67 | $0.50 | ||
| Q3 24 | $-0.06 | $0.20 | ||
| Q2 24 | $0.01 | $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 | $240.0M | — |
| 总债务越低越好 | $2.1B | — |
| 股东权益账面价值 | $1.3B | $9.1B |
| 总资产 | $3.8B | $53.4B |
| 负债/权益比越低杠杆越低 | 1.61× | — |
8季度趋势,按日历期对齐
现金及短期投资
FA
RITM
| Q1 26 | — | — | ||
| Q4 25 | $240.0M | $1.8B | ||
| Q3 25 | $216.8M | $1.6B | ||
| Q2 25 | $184.3M | $1.6B | ||
| Q1 25 | $172.0M | $1.5B | ||
| Q4 24 | $168.7M | $1.5B | ||
| Q3 24 | $307.4M | $1.6B | ||
| Q2 24 | $269.6M | $1.2B |
总债务
FA
RITM
| Q1 26 | — | — | ||
| Q4 25 | $2.1B | $35.4B | ||
| Q3 25 | $2.1B | $32.2B | ||
| Q2 25 | $2.1B | $31.2B | ||
| Q1 25 | $2.2B | $32.2B | ||
| Q4 24 | $2.2B | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益
FA
RITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.3B | $8.4B | ||
| Q3 25 | $1.3B | $8.5B | ||
| Q2 25 | $1.3B | $7.9B | ||
| Q1 25 | $1.3B | $7.8B | ||
| Q4 24 | $1.3B | $7.8B | ||
| Q3 24 | $920.7M | $7.7B | ||
| Q2 24 | $913.3M | $7.3B |
总资产
FA
RITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $3.8B | $53.1B | ||
| Q3 25 | $3.9B | $47.2B | ||
| Q2 25 | $3.9B | $44.3B | ||
| Q1 25 | $3.9B | $45.3B | ||
| Q4 24 | $3.9B | $46.0B | ||
| Q3 24 | $1.7B | $42.3B | ||
| Q2 24 | $1.6B | $42.0B |
负债/权益比
FA
RITM
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 4.20× | ||
| Q3 25 | 1.64× | 3.79× | ||
| Q2 25 | 1.65× | 3.92× | ||
| Q1 25 | 1.69× | 4.14× | ||
| Q4 24 | 1.66× | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | $65.9M | — |
| 自由现金流经营现金流 - 资本支出 | $62.2M | — |
| 自由现金流率自由现金流/营收 | 14.8% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 19.01× | — |
| 过去12个月自由现金流最近4个季度 | $188.5M | — |
8季度趋势,按日历期对齐
经营现金流
FA
RITM
| Q1 26 | — | — | ||
| Q4 25 | $65.9M | $-114.6M | ||
| Q3 25 | $72.4M | $-2.0B | ||
| Q2 25 | $37.3M | $-557.1M | ||
| Q1 25 | $19.5M | $1.4B | ||
| Q4 24 | $-85.7M | $-1.8B | ||
| Q3 24 | $43.5M | $768.1M | ||
| Q2 24 | $32.0M | $-55.7M |
自由现金流
FA
RITM
| Q1 26 | — | — | ||
| Q4 25 | $62.2M | — | ||
| Q3 25 | $71.2M | — | ||
| Q2 25 | $36.1M | — | ||
| Q1 25 | $19.0M | — | ||
| Q4 24 | $-86.0M | — | ||
| Q3 24 | $43.1M | — | ||
| Q2 24 | $31.4M | — |
自由现金流率
FA
RITM
| Q1 26 | — | — | ||
| Q4 25 | 14.8% | — | ||
| Q3 25 | 17.4% | — | ||
| Q2 25 | 9.2% | — | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | -28.0% | — | ||
| Q3 24 | 21.6% | — | ||
| Q2 24 | 17.0% | — |
资本支出强度
FA
RITM
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | — | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 0.3% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 0.4% | — |
现金转化率
FA
RITM
| Q1 26 | — | — | ||
| Q4 25 | 19.01× | -1.35× | ||
| Q3 25 | 27.91× | -9.22× | ||
| Q2 25 | 121.25× | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | 17.22× | -0.24× |
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
FA
| First Advantage Americas | $209.9M | 50% |
| Sterling | $185.9M | 44% |
| First Advantage International | $24.2M | 6% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |