vs
FactSet(FDS)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FactSet的1.2倍($725.6M vs $607.6M),Reddit, Inc.净利率更高(34.7% vs 25.1%,领先9.6%),Reddit, Inc.同比增速更快(69.7% vs 6.9%),Reddit, Inc.自由现金流更多($263.6M vs $90.4M),过去两年Reddit, Inc.的营收复合增速更高(72.8% vs 5.5%)
FactSet是总部位于美国康涅狄格州诺沃克的金融数据与软件企业,为客户提供一体化数据及软件解决方案。2024财年,公司年度订阅价值与专业服务营收合计22亿美元,当前总市值约170亿美元。
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。
FDS vs RDDT — 直观对比
营收规模更大
RDDT
是对方的1.2倍
$607.6M
营收增速更快
RDDT
高出62.8%
6.9%
净利率更高
RDDT
高出9.6%
25.1%
自由现金流更多
RDDT
多$173.2M
$90.4M
两年增速更快
RDDT
近两年复合增速
5.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $607.6M | $725.6M |
| 净利润 | $152.6M | $251.6M |
| 毛利率 | 52.6% | 91.9% |
| 营业利润率 | 31.6% | 31.9% |
| 净利率 | 25.1% | 34.7% |
| 营收同比 | 6.9% | 69.7% |
| 净利润同比 | 1.7% | 254.2% |
| 每股收益(稀释后) | $4.06 | $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
FDS
RDDT
| Q4 25 | $607.6M | $725.6M | ||
| Q3 25 | $596.9M | $584.9M | ||
| Q2 25 | $585.5M | $499.6M | ||
| Q1 25 | $570.7M | $392.4M | ||
| Q4 24 | $568.7M | $427.7M | ||
| Q3 24 | $562.2M | $348.4M | ||
| Q2 24 | $552.7M | $281.2M | ||
| Q1 24 | $545.9M | $243.0M |
净利润
FDS
RDDT
| Q4 25 | $152.6M | $251.6M | ||
| Q3 25 | $153.6M | $162.7M | ||
| Q2 25 | $148.5M | $89.3M | ||
| Q1 25 | $144.9M | $26.2M | ||
| Q4 24 | $150.0M | $71.0M | ||
| Q3 24 | $89.5M | $29.9M | ||
| Q2 24 | $158.1M | $-10.1M | ||
| Q1 24 | $140.9M | $-575.1M |
毛利率
FDS
RDDT
| Q4 25 | 52.6% | 91.9% | ||
| Q3 25 | 51.6% | 91.0% | ||
| Q2 25 | 52.1% | 90.8% | ||
| Q1 25 | 52.8% | 90.5% | ||
| Q4 24 | 54.5% | 92.6% | ||
| Q3 24 | 54.1% | 90.1% | ||
| Q2 24 | 55.3% | 89.5% | ||
| Q1 24 | 53.3% | 88.6% |
营业利润率
FDS
RDDT
| Q4 25 | 31.6% | 31.9% | ||
| Q3 25 | 29.7% | 23.7% | ||
| Q2 25 | 33.2% | 13.6% | ||
| Q1 25 | 32.5% | 1.0% | ||
| Q4 24 | 33.6% | 12.4% | ||
| Q3 24 | 22.7% | 2.0% | ||
| Q2 24 | 36.6% | -11.0% | ||
| Q1 24 | 33.3% | -242.5% |
净利率
FDS
RDDT
| Q4 25 | 25.1% | 34.7% | ||
| Q3 25 | 25.7% | 27.8% | ||
| Q2 25 | 25.4% | 17.9% | ||
| Q1 25 | 25.4% | 6.7% | ||
| Q4 24 | 26.4% | 16.6% | ||
| Q3 24 | 15.9% | 8.6% | ||
| Q2 24 | 28.6% | -3.6% | ||
| Q1 24 | 25.8% | -236.7% |
每股收益(稀释后)
FDS
RDDT
| Q4 25 | $4.06 | $1.24 | ||
| Q3 25 | $4.03 | $0.80 | ||
| Q2 25 | $3.87 | $0.45 | ||
| Q1 25 | $3.76 | $0.13 | ||
| Q4 24 | $3.89 | $4.76 | ||
| Q3 24 | $2.33 | $0.16 | ||
| Q2 24 | $4.09 | $-0.06 | ||
| Q1 24 | $3.65 | $-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 | $292.7M | $953.6M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $2.2B | $2.9B |
| 总资产 | $4.2B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.63× | — |
8季度趋势,按日历期对齐
现金及短期投资
FDS
RDDT
| Q4 25 | $292.7M | $953.6M | ||
| Q3 25 | $355.1M | $911.7M | ||
| Q2 25 | $364.0M | $734.1M | ||
| Q1 25 | $287.0M | $635.7M | ||
| Q4 24 | $358.8M | $562.1M | ||
| Q3 24 | $492.6M | $515.9M | ||
| Q2 24 | $522.0M | $468.0M | ||
| Q1 24 | $450.2M | $968.5M |
总债务
FDS
RDDT
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.5B | — |
股东权益
FDS
RDDT
| Q4 25 | $2.2B | $2.9B | ||
| Q3 25 | $2.2B | $2.6B | ||
| Q2 25 | $2.2B | $2.4B | ||
| Q1 25 | $2.1B | $2.2B | ||
| Q4 24 | $2.0B | $2.1B | ||
| Q3 24 | $1.9B | $2.0B | ||
| Q2 24 | $1.9B | $1.9B | ||
| Q1 24 | $1.8B | $1.8B |
总资产
FDS
RDDT
| Q4 25 | $4.2B | $3.2B | ||
| Q3 25 | $4.3B | $2.9B | ||
| Q2 25 | $4.3B | $2.6B | ||
| Q1 25 | $4.2B | $2.4B | ||
| Q4 24 | $4.0B | $2.3B | ||
| Q3 24 | $4.1B | $2.2B | ||
| Q2 24 | $4.0B | $2.1B | ||
| Q1 24 | $4.0B | $2.0B |
负债/权益比
FDS
RDDT
| Q4 25 | 0.63× | — | ||
| Q3 25 | 0.63× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.72× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.71× | — | ||
| Q2 24 | 0.76× | — | ||
| Q1 24 | 0.83× | — |
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 | $121.3M | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $90.4M | $263.6M |
| 自由现金流率自由现金流/营收 | 14.9% | 36.3% |
| 资本支出强度资本支出/营收 | 5.1% | 0.4% |
| 现金转化率经营现金流/净利润 | 0.79× | 1.06× |
| 过去12个月自由现金流最近4个季度 | $647.4M | $684.2M |
8季度趋势,按日历期对齐
经营现金流
FDS
RDDT
| Q4 25 | $121.3M | $266.8M | ||
| Q3 25 | $212.1M | $185.2M | ||
| Q2 25 | $253.8M | $111.3M | ||
| Q1 25 | $174.0M | $127.6M | ||
| Q4 24 | $86.4M | $90.0M | ||
| Q3 24 | $163.2M | $71.6M | ||
| Q2 24 | $238.2M | $28.4M | ||
| Q1 24 | $143.8M | $32.1M |
自由现金流
FDS
RDDT
| Q4 25 | $90.4M | $263.6M | ||
| Q3 25 | $178.1M | $183.1M | ||
| Q2 25 | $228.6M | $110.8M | ||
| Q1 25 | $150.2M | $126.6M | ||
| Q4 24 | $60.5M | $89.2M | ||
| Q3 24 | $137.2M | $70.3M | ||
| Q2 24 | $216.9M | $27.2M | ||
| Q1 24 | $121.9M | $29.2M |
自由现金流率
FDS
RDDT
| Q4 25 | 14.9% | 36.3% | ||
| Q3 25 | 29.8% | 31.3% | ||
| Q2 25 | 39.0% | 22.2% | ||
| Q1 25 | 26.3% | 32.3% | ||
| Q4 24 | 10.6% | 20.8% | ||
| Q3 24 | 24.4% | 20.2% | ||
| Q2 24 | 39.2% | 9.7% | ||
| Q1 24 | 22.3% | 12.0% |
资本支出强度
FDS
RDDT
| Q4 25 | 5.1% | 0.4% | ||
| Q3 25 | 5.7% | 0.4% | ||
| Q2 25 | 4.3% | 0.1% | ||
| Q1 25 | 4.2% | 0.2% | ||
| Q4 24 | 4.5% | 0.2% | ||
| Q3 24 | 4.6% | 0.4% | ||
| Q2 24 | 3.9% | 0.4% | ||
| Q1 24 | 4.0% | 1.2% |
现金转化率
FDS
RDDT
| Q4 25 | 0.79× | 1.06× | ||
| Q3 25 | 1.38× | 1.14× | ||
| Q2 25 | 1.71× | 1.25× | ||
| Q1 25 | 1.20× | 4.88× | ||
| Q4 24 | 0.58× | 1.27× | ||
| Q3 24 | 1.82× | 2.40× | ||
| Q2 24 | 1.51× | — | ||
| Q1 24 | 1.02× | — |
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
FDS
| Americas Segment | $399.7M | 66% |
| EMEA Segment | $149.1M | 25% |
| Asia Pacific Segment | $62.2M | 10% |
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |