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Fidelity National Information Services（FIS）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
Fidelity National Information Services的季度营收约是罗布乐思的2.0倍（$2.8B vs $1.4B），Fidelity National Information Services净利率更高（18.2% vs -22.3%，领先40.5%），罗布乐思同比增速更快（43.2% vs 8.1%），Fidelity National Information Services自由现金流更多（$739.0M vs $308.6M），过去两年罗布乐思的营收复合增速更高（32.9% vs 6.8%）
FIS是总部位于美国的跨国企业，深耕金融科技领域，提供多元金融产品及服务。该公司每年处理约750亿笔交易，支撑约9万亿美元的资金流转，为全球超过2万家客户提供服务。
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。
FIS vs RBLX — 直观对比
营收规模更大
FIS
是对方的2.0倍
$1.4B
营收增速更快
RBLX
高出35.1%
8.1%
净利率更高
FIS
高出40.5%
-22.3%
自由现金流更多
FIS
多$430.4M
$308.6M
两年增速更快
RBLX
近两年复合增速
6.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $1.4B |
| 净利润 | $511.0M | $-316.0M |
| 毛利率 | 38.3% | 77.7% |
| 营业利润率 | 18.8% | -25.3% |
| 净利率 | 18.2% | -22.3% |
| 营收同比 | 8.1% | 43.2% |
| 净利润同比 | 97.3% | -43.9% |
| 每股收益（稀释后） | $0.98 | $-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FISRBLX
| Q4 25 | $2.8B | $1.4B | ||
| Q3 25 | $2.7B | $1.4B | ||
| Q2 25 | $2.6B | $1.1B | ||
| Q1 25 | $2.5B | $1.0B | ||
| Q4 24 | $2.6B | $988.2M | ||
| Q3 24 | $2.6B | $919.0M | ||
| Q2 24 | $2.5B | $893.5M | ||
| Q1 24 | $2.5B | $801.3M |
净利润FISRBLX
| Q4 25 | $511.0M | $-316.0M | ||
| Q3 25 | $264.0M | $-255.6M | ||
| Q2 25 | $-470.0M | $-278.4M | ||
| Q1 25 | $77.0M | $-215.1M | ||
| Q4 24 | $259.0M | $-219.6M | ||
| Q3 24 | $224.0M | $-239.3M | ||
| Q2 24 | $243.0M | $-205.9M | ||
| Q1 24 | $724.0M | $-270.6M |
毛利率FISRBLX
| Q4 25 | 38.3% | 77.7% | ||
| Q3 25 | 37.8% | 78.2% | ||
| Q2 25 | 36.4% | 78.2% | ||
| Q1 25 | 34.7% | 78.3% | ||
| Q4 24 | 36.9% | 77.9% | ||
| Q3 24 | 38.0% | 77.7% | ||
| Q2 24 | 38.2% | 77.8% | ||
| Q1 24 | 37.1% | 77.7% |
营业利润率FISRBLX
| Q4 25 | 18.8% | -25.3% | ||
| Q3 25 | 16.8% | -21.8% | ||
| Q2 25 | 15.6% | -29.8% | ||
| Q1 25 | 13.7% | -24.6% | ||
| Q4 24 | 18.5% | -24.7% | ||
| Q3 24 | 19.1% | -30.4% | ||
| Q2 24 | 15.2% | -26.6% | ||
| Q1 24 | 14.6% | -37.7% |
净利率FISRBLX
| Q4 25 | 18.2% | -22.3% | ||
| Q3 25 | 9.7% | -18.8% | ||
| Q2 25 | -18.0% | -25.8% | ||
| Q1 25 | 3.0% | -20.8% | ||
| Q4 24 | 10.0% | -22.2% | ||
| Q3 24 | 8.7% | -26.0% | ||
| Q2 24 | 9.8% | -23.0% | ||
| Q1 24 | 29.3% | -33.8% |
每股收益（稀释后）FISRBLX
| Q4 25 | $0.98 | $-0.44 | ||
| Q3 25 | $0.50 | $-0.37 | ||
| Q2 25 | $-0.90 | $-0.41 | ||
| Q1 25 | $0.15 | $-0.32 | ||
| Q4 24 | $0.51 | $-0.32 | ||
| Q3 24 | $0.41 | $-0.37 | ||
| Q2 24 | $0.44 | $-0.32 | ||
| Q1 24 | $1.25 | $-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 | $599.0M | $3.1B |
| 总债务越低越好 | $9.1B | $1.2B |
| 股东权益账面价值 | $13.9B | $394.5M |
| 总资产 | $33.5B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.65× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资FISRBLX
| Q4 25 | $599.0M | $3.1B | ||
| Q3 25 | $571.0M | $2.9B | ||
| Q2 25 | $581.0M | $2.6B | ||
| Q1 25 | $805.0M | $2.7B | ||
| Q4 24 | $834.0M | $2.4B | ||
| Q3 24 | $1.3B | $2.3B | ||
| Q2 24 | $2.1B | $2.4B | ||
| Q1 24 | $3.3B | $2.4B |
总债务FISRBLX
| Q4 25 | $9.1B | $1.2B | ||
| Q3 25 | $8.9B | — | ||
| Q2 25 | $8.9B | — | ||
| Q1 25 | $8.7B | — | ||
| Q4 24 | $9.7B | $1.2B | ||
| Q3 24 | $10.5B | — | ||
| Q2 24 | $10.6B | — | ||
| Q1 24 | $10.6B | — |
股东权益FISRBLX
| Q4 25 | $13.9B | $394.5M | ||
| Q3 25 | $13.9B | $407.6M | ||
| Q2 25 | $14.2B | $353.2M | ||
| Q1 25 | $15.1B | $310.7M | ||
| Q4 24 | $15.7B | $221.4M | ||
| Q3 24 | $16.6B | $189.9M | ||
| Q2 24 | $17.0B | $121.5M | ||
| Q1 24 | $18.0B | $71.6M |
总资产FISRBLX
| Q4 25 | $33.5B | $9.6B | ||
| Q3 25 | $33.0B | $8.6B | ||
| Q2 25 | $33.4B | $7.8B | ||
| Q1 25 | $32.8B | $7.5B | ||
| Q4 24 | $33.8B | $7.2B | ||
| Q3 24 | $34.3B | $6.7B | ||
| Q2 24 | $34.6B | $6.5B | ||
| Q1 24 | $35.9B | $6.3B |
负债/权益比FISRBLX
| Q4 25 | 0.65× | 2.98× | ||
| Q3 25 | 0.64× | — | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.57× | — | ||
| Q4 24 | 0.62× | 5.48× | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 0.62× | — | ||
| Q1 24 | 0.59× | — |
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 | $758.0M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $739.0M | $308.6M |
| 自由现金流率自由现金流/营收 | 26.3% | 21.8% |
| 资本支出强度资本支出/营收 | 0.7% | 21.1% |
| 现金转化率经营现金流/净利润 | 1.48× | — |
| 过去12个月自由现金流最近4个季度 | $2.5B | $1.4B |
8季度趋势，按日历期对齐
经营现金流FISRBLX
| Q4 25 | $758.0M | $607.0M | ||
| Q3 25 | $1.0B | $546.2M | ||
| Q2 25 | $382.0M | $199.3M | ||
| Q1 25 | $457.0M | $443.9M | ||
| Q4 24 | $782.0M | $184.5M | ||
| Q3 24 | $641.0M | $247.4M | ||
| Q2 24 | $546.0M | $151.4M | ||
| Q1 24 | $206.0M | $238.9M |
自由现金流FISRBLX
| Q4 25 | $739.0M | $308.6M | ||
| Q3 25 | $952.0M | $443.6M | ||
| Q2 25 | $343.0M | $176.7M | ||
| Q1 25 | $420.0M | $426.5M | ||
| Q4 24 | $764.0M | $120.6M | ||
| Q3 24 | $605.0M | $218.0M | ||
| Q2 24 | $530.0M | $111.7M | ||
| Q1 24 | $179.0M | $192.3M |
自由现金流率FISRBLX
| Q4 25 | 26.3% | 21.8% | ||
| Q3 25 | 35.0% | 32.6% | ||
| Q2 25 | 13.1% | 16.3% | ||
| Q1 25 | 16.6% | 41.2% | ||
| Q4 24 | 29.4% | 12.2% | ||
| Q3 24 | 23.5% | 23.7% | ||
| Q2 24 | 21.3% | 12.5% | ||
| Q1 24 | 7.3% | 24.0% |
资本支出强度FISRBLX
| Q4 25 | 0.7% | 21.1% | ||
| Q3 25 | 2.2% | 7.5% | ||
| Q2 25 | 1.5% | 2.1% | ||
| Q1 25 | 1.5% | 1.7% | ||
| Q4 24 | 0.7% | 6.5% | ||
| Q3 24 | 1.4% | 3.2% | ||
| Q2 24 | 0.6% | 4.4% | ||
| Q1 24 | 1.1% | 5.8% |
现金转化率FISRBLX
| Q4 25 | 1.48× | — | ||
| Q3 25 | 3.83× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 5.94× | — | ||
| Q4 24 | 3.02× | — | ||
| Q3 24 | 2.86× | — | ||
| Q2 24 | 2.25× | — | ||
| Q1 24 | 0.28× | — |
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
FIS
| Banking Solutions | $1.6B | 57% |
| Other | $701.0M | 25% |
| Capital Market Solutions | $508.0M | 18% |
RBLX
暂无分部数据
