vs
Fidelity National Information Services（FIS）与百胜中国（YUMC）财务数据对比。点击上方公司名可切换其他公司
百胜中国的季度营收约是Fidelity National Information Services的1.0倍（$2.8B vs $2.8B），Fidelity National Information Services净利率更高（18.2% vs 5.0%，领先13.2%），百胜中国同比增速更快（8.8% vs 8.1%），Fidelity National Information Services自由现金流更多（$739.0M vs $-116.0M），过去两年Fidelity National Information Services的营收复合增速更高（6.8% vs -2.3%）
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。
百胜中国是总部位于上海的世界500强快餐企业，2016年从百胜餐饮集团分拆独立上市，获百胜餐饮集团商标授权，按全系统销售额的3%支付授权费。目前在国内1100多座城市运营超8400家餐厅，全球门店总数超10600家，年营收达95亿美元，是全球规模最大的餐饮企业之一。
FIS vs YUMC — 直观对比
营收规模更大
YUMC
是对方的1.0倍
$2.8B
营收增速更快
YUMC
高出0.7%
8.1%
净利率更高
FIS
高出13.2%
5.0%
自由现金流更多
FIS
多$855.0M
$-116.0M
两年增速更快
FIS
近两年复合增速
-2.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $2.8B |
| 净利润 | $511.0M | $140.0M |
| 毛利率 | 38.3% | — |
| 营业利润率 | 18.8% | 6.6% |
| 净利率 | 18.2% | 5.0% |
| 营收同比 | 8.1% | 8.8% |
| 净利润同比 | 97.3% | 21.7% |
| 每股收益（稀释后） | $0.98 | $0.40 |
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FISYUMC
| Q4 25 | $2.8B | $2.8B | ||
| Q3 25 | $2.7B | $3.2B | ||
| Q2 25 | $2.6B | $2.8B | ||
| Q1 25 | $2.5B | $3.0B | ||
| Q4 24 | $2.6B | $2.6B | ||
| Q3 24 | $2.6B | $3.1B | ||
| Q2 24 | $2.5B | $2.7B | ||
| Q1 24 | $2.5B | $3.0B |
净利润FISYUMC
| Q4 25 | $511.0M | $140.0M | ||
| Q3 25 | $264.0M | $282.0M | ||
| Q2 25 | $-470.0M | $215.0M | ||
| Q1 25 | $77.0M | $292.0M | ||
| Q4 24 | $259.0M | $115.0M | ||
| Q3 24 | $224.0M | $297.0M | ||
| Q2 24 | $243.0M | $212.0M | ||
| Q1 24 | $724.0M | $287.0M |
毛利率FISYUMC
| Q4 25 | 38.3% | — | ||
| Q3 25 | 37.8% | — | ||
| Q2 25 | 36.4% | — | ||
| Q1 25 | 34.7% | — | ||
| Q4 24 | 36.9% | — | ||
| Q3 24 | 38.0% | — | ||
| Q2 24 | 38.2% | — | ||
| Q1 24 | 37.1% | — |
营业利润率FISYUMC
| Q4 25 | 18.8% | 6.6% | ||
| Q3 25 | 16.8% | 12.5% | ||
| Q2 25 | 15.6% | 10.9% | ||
| Q1 25 | 13.7% | 13.4% | ||
| Q4 24 | 18.5% | 5.8% | ||
| Q3 24 | 19.1% | 12.1% | ||
| Q2 24 | 15.2% | 9.9% | ||
| Q1 24 | 14.6% | 12.6% |
净利率FISYUMC
| Q4 25 | 18.2% | 5.0% | ||
| Q3 25 | 9.7% | 8.8% | ||
| Q2 25 | -18.0% | 7.7% | ||
| Q1 25 | 3.0% | 9.8% | ||
| Q4 24 | 10.0% | 4.4% | ||
| Q3 24 | 8.7% | 9.7% | ||
| Q2 24 | 9.8% | 7.9% | ||
| Q1 24 | 29.3% | 9.7% |
每股收益（稀释后）FISYUMC
| Q4 25 | $0.98 | $0.40 | ||
| Q3 25 | $0.50 | $0.76 | ||
| Q2 25 | $-0.90 | $0.58 | ||
| Q1 25 | $0.15 | $0.77 | ||
| Q4 24 | $0.51 | $0.30 | ||
| Q3 24 | $0.41 | $0.77 | ||
| Q2 24 | $0.44 | $0.55 | ||
| Q1 24 | $1.25 | $0.71 |
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 | $1.4B |
| 总债务越低越好 | $9.1B | — |
| 股东权益账面价值 | $13.9B | $5.4B |
| 总资产 | $33.5B | $10.8B |
| 负债/权益比越低杠杆越低 | 0.65× | — |
8季度趋势，按日历期对齐
现金及短期投资FISYUMC
| Q4 25 | $599.0M | $1.4B | ||
| Q3 25 | $571.0M | $2.1B | ||
| Q2 25 | $581.0M | $2.2B | ||
| Q1 25 | $805.0M | $2.0B | ||
| Q4 24 | $834.0M | $1.8B | ||
| Q3 24 | $1.3B | $2.5B | ||
| Q2 24 | $2.1B | $2.5B | ||
| Q1 24 | $3.3B | $2.4B |
总债务FISYUMC
| Q4 25 | $9.1B | — | ||
| Q3 25 | $8.9B | — | ||
| Q2 25 | $8.9B | — | ||
| Q1 25 | $8.7B | — | ||
| Q4 24 | $9.7B | — | ||
| Q3 24 | $10.5B | — | ||
| Q2 24 | $10.6B | — | ||
| Q1 24 | $10.6B | — |
股东权益FISYUMC
| Q4 25 | $13.9B | $5.4B | ||
| Q3 25 | $13.9B | $5.7B | ||
| Q2 25 | $14.2B | $5.8B | ||
| Q1 25 | $15.1B | $5.8B | ||
| Q4 24 | $15.7B | $5.7B | ||
| Q3 24 | $16.6B | $6.0B | ||
| Q2 24 | $17.0B | $5.8B | ||
| Q1 24 | $18.0B | $5.9B |
总资产FISYUMC
| Q4 25 | $33.5B | $10.8B | ||
| Q3 25 | $33.0B | $11.0B | ||
| Q2 25 | $33.4B | $11.0B | ||
| Q1 25 | $32.8B | $11.0B | ||
| Q4 24 | $33.8B | $11.1B | ||
| Q3 24 | $34.3B | $11.8B | ||
| Q2 24 | $34.6B | $11.6B | ||
| Q1 24 | $35.9B | $11.3B |
负债/权益比FISYUMC
| Q4 25 | 0.65× | — | ||
| Q3 25 | 0.64× | — | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.57× | — | ||
| Q4 24 | 0.62× | — | ||
| 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 | $125.0M |
| 自由现金流经营现金流 - 资本支出 | $739.0M | $-116.0M |
| 自由现金流率自由现金流/营收 | 26.3% | -4.1% |
| 资本支出强度资本支出/营收 | 0.7% | 8.5% |
| 现金转化率经营现金流/净利润 | 1.48× | 0.89× |
| 过去12个月自由现金流最近4个季度 | $2.5B | $840.0M |
8季度趋势，按日历期对齐
经营现金流FISYUMC
| Q4 25 | $758.0M | $125.0M | ||
| Q3 25 | $1.0B | $477.0M | ||
| Q2 25 | $382.0M | $412.0M | ||
| Q1 25 | $457.0M | $452.0M | ||
| Q4 24 | $782.0M | $167.0M | ||
| Q3 24 | $641.0M | $409.0M | ||
| Q2 24 | $546.0M | $401.0M | ||
| Q1 24 | $206.0M | $442.0M |
自由现金流FISYUMC
| Q4 25 | $739.0M | $-116.0M | ||
| Q3 25 | $952.0M | $351.0M | ||
| Q2 25 | $343.0M | $290.0M | ||
| Q1 25 | $420.0M | $315.0M | ||
| Q4 24 | $764.0M | $-15.0M | ||
| Q3 24 | $605.0M | $244.0M | ||
| Q2 24 | $530.0M | $232.0M | ||
| Q1 24 | $179.0M | $253.0M |
自由现金流率FISYUMC
| Q4 25 | 26.3% | -4.1% | ||
| Q3 25 | 35.0% | 10.9% | ||
| Q2 25 | 13.1% | 10.4% | ||
| Q1 25 | 16.6% | 10.6% | ||
| Q4 24 | 29.4% | -0.6% | ||
| Q3 24 | 23.5% | 7.9% | ||
| Q2 24 | 21.3% | 8.7% | ||
| Q1 24 | 7.3% | 8.6% |
资本支出强度FISYUMC
| Q4 25 | 0.7% | 8.5% | ||
| Q3 25 | 2.2% | 3.9% | ||
| Q2 25 | 1.5% | 4.4% | ||
| Q1 25 | 1.5% | 4.6% | ||
| Q4 24 | 0.7% | 7.0% | ||
| Q3 24 | 1.4% | 5.4% | ||
| Q2 24 | 0.6% | 6.3% | ||
| Q1 24 | 1.1% | 6.4% |
现金转化率FISYUMC
| Q4 25 | 1.48× | 0.89× | ||
| Q3 25 | 3.83× | 1.69× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | 5.94× | 1.55× | ||
| Q4 24 | 3.02× | 1.45× | ||
| Q3 24 | 2.86× | 1.38× | ||
| Q2 24 | 2.25× | 1.89× | ||
| Q1 24 | 0.28× | 1.54× |
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% |
YUMC
| Revenue From External Customers | $2.1B | 75% |
| Pizza Hut | $540.0M | 19% |
| Corporate And Unallocated | $105.0M | 4% |
| Other Revenue | $45.0M | 2% |
| Franchise Fees And Income | $25.0M | 1% |
