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FIVE BELOW, INC（FIVE）与Atlassian Corp（TEAM）财务数据对比。点击上方公司名可切换其他公司
Atlassian Corp的季度营收约是FIVE BELOW, INC的1.5倍（$1.6B vs $1.0B），FIVE BELOW, INC净利率更高（3.5% vs -2.7%，领先6.2%），Atlassian Corp同比增速更快（23.3% vs 23.1%），Atlassian Corp自由现金流更多（$168.5M vs $-133.2M）
Five Below是美国特色折扣礼品连锁品牌，2002年成立，总部位于宾夕法尼亚州费城，主要面向青少年消费群体，旗下绝大多数商品定价不超过5美元，另有少量精选商品最高定价40美元，目前在全美拥有超过1850家线下门店。
Dragoneer投资集团是总部位于美国加利福尼亚州旧金山的专业投资机构，专注于全球科技领域的投资布局，业务覆盖公开股票市场与私募股权市场，在全球科技投资赛道拥有丰富的运作经验和行业资源。
FIVE vs TEAM — 直观对比
营收规模更大
TEAM
是对方的1.5倍
$1.0B
营收增速更快
TEAM
高出0.2%
23.1%
净利率更高
FIVE
高出6.2%
-2.7%
自由现金流更多
TEAM
多$301.7M
$-133.2M
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.6B |
| 净利润 | $36.5M | $-42.6M |
| 毛利率 | 33.8% | 85.0% |
| 营业利润率 | 4.2% | -3.0% |
| 净利率 | 3.5% | -2.7% |
| 营收同比 | 23.1% | 23.3% |
| 净利润同比 | 2063.9% | -11.6% |
| 每股收益（稀释后） | $0.66 | $-0.16 |
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FIVETEAM
| Q4 25 | $1.0B | $1.6B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $970.5M | $1.4B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $843.7M | $1.3B | ||
| Q3 24 | $830.1M | $1.2B | ||
| Q2 24 | $811.9M | — | ||
| Q1 24 | $1.3B | $1.2B |
净利润FIVETEAM
| Q4 25 | $36.5M | $-42.6M | ||
| Q3 25 | $42.8M | $-51.9M | ||
| Q2 25 | $41.1M | $-23.9M | ||
| Q1 25 | $187.5M | $-70.8M | ||
| Q4 24 | $1.7M | $-38.2M | ||
| Q3 24 | $33.0M | $-123.8M | ||
| Q2 24 | $31.5M | — | ||
| Q1 24 | $202.2M | $12.8M |
毛利率FIVETEAM
| Q4 25 | 33.8% | 85.0% | ||
| Q3 25 | 33.3% | 82.0% | ||
| Q2 25 | 33.4% | 83.1% | ||
| Q1 25 | 40.2% | 83.8% | ||
| Q4 24 | 30.6% | 82.7% | ||
| Q3 24 | 32.7% | 81.7% | ||
| Q2 24 | 32.5% | — | ||
| Q1 24 | 41.2% | 82.1% |
营业利润率FIVETEAM
| Q4 25 | 4.2% | -3.0% | ||
| Q3 25 | 5.1% | -6.7% | ||
| Q2 25 | 5.2% | -2.1% | ||
| Q1 25 | 17.7% | -0.9% | ||
| Q4 24 | -0.1% | -4.5% | ||
| Q3 24 | 5.0% | -2.7% | ||
| Q2 24 | 4.5% | — | ||
| Q1 24 | 20.1% | 1.5% |
净利率FIVETEAM
| Q4 25 | 3.5% | -2.7% | ||
| Q3 25 | 4.2% | -3.6% | ||
| Q2 25 | 4.2% | -1.7% | ||
| Q1 25 | 13.5% | -5.2% | ||
| Q4 24 | 0.2% | -3.0% | ||
| Q3 24 | 4.0% | -10.4% | ||
| Q2 24 | 3.9% | — | ||
| Q1 24 | 15.1% | 1.1% |
每股收益（稀释后）FIVETEAM
| Q4 25 | $0.66 | $-0.16 | ||
| Q3 25 | $0.77 | $-0.20 | ||
| Q2 25 | $0.75 | $-0.08 | ||
| Q1 25 | $3.40 | $-0.27 | ||
| Q4 24 | $0.03 | $-0.15 | ||
| Q3 24 | $0.60 | $-0.48 | ||
| Q2 24 | $0.57 | — | ||
| Q1 24 | $3.64 | $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 | $524.5M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $1.6B |
| 总资产 | $4.8B | $6.2B |
| 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FIVETEAM
| Q4 25 | $524.5M | $1.6B | ||
| Q3 25 | $670.2M | $2.8B | ||
| Q2 25 | $624.0M | $2.9B | ||
| Q1 25 | $528.8M | $3.0B | ||
| Q4 24 | $216.6M | $2.5B | ||
| Q3 24 | $327.7M | $2.2B | ||
| Q2 24 | $369.6M | — | ||
| Q1 24 | $460.1M | $2.1B |
股东权益FIVETEAM
| Q4 25 | $2.0B | $1.6B | ||
| Q3 25 | $1.9B | $1.4B | ||
| Q2 25 | $1.9B | $1.3B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.6B | $1.0B | ||
| Q2 24 | $1.6B | — | ||
| Q1 24 | $1.6B | $1.1B |
总资产FIVETEAM
| Q4 25 | $4.8B | $6.2B | ||
| Q3 25 | $4.6B | $5.7B | ||
| Q2 25 | $4.5B | $6.0B | ||
| Q1 25 | $4.3B | $5.9B | ||
| Q4 24 | $4.2B | $5.4B | ||
| Q3 24 | $4.0B | $5.0B | ||
| Q2 24 | $3.9B | — | ||
| Q1 24 | $3.9B | $5.1B |
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 | $-80.1M | $177.8M |
| 自由现金流经营现金流 - 资本支出 | $-133.2M | $168.5M |
| 自由现金流率自由现金流/营收 | -12.8% | 10.6% |
| 资本支出强度资本支出/营收 | 5.1% | 0.6% |
| 现金转化率经营现金流/净利润 | -2.19× | — |
| 过去12个月自由现金流最近4个季度 | $323.0M | $1.3B |
8季度趋势，按日历期对齐
经营现金流FIVETEAM
| Q4 25 | $-80.1M | $177.8M | ||
| Q3 25 | $93.0M | $128.7M | ||
| Q2 25 | $132.7M | $375.3M | ||
| Q1 25 | $363.5M | $652.7M | ||
| Q4 24 | $-30.6M | $351.9M | ||
| Q3 24 | $71.3M | $80.5M | ||
| Q2 24 | $26.4M | — | ||
| Q1 24 | $407.7M | $565.4M |
自由现金流FIVETEAM
| Q4 25 | $-133.2M | $168.5M | ||
| Q3 25 | $48.3M | $114.6M | ||
| Q2 25 | $96.5M | $360.3M | ||
| Q1 25 | $311.4M | $638.3M | ||
| Q4 24 | $-111.0M | $342.6M | ||
| Q3 24 | $-32.4M | $74.3M | ||
| Q2 24 | $-61.4M | — | ||
| Q1 24 | $304.6M | $554.9M |
自由现金流率FIVETEAM
| Q4 25 | -12.8% | 10.6% | ||
| Q3 25 | 4.7% | 8.0% | ||
| Q2 25 | 9.9% | 26.0% | ||
| Q1 25 | 22.4% | 47.0% | ||
| Q4 24 | -13.2% | 26.6% | ||
| Q3 24 | -3.9% | 6.3% | ||
| Q2 24 | -7.6% | — | ||
| Q1 24 | 22.8% | 46.7% |
资本支出强度FIVETEAM
| Q4 25 | 5.1% | 0.6% | ||
| Q3 25 | 4.4% | 1.0% | ||
| Q2 25 | 3.7% | 1.1% | ||
| Q1 25 | 3.7% | 1.1% | ||
| Q4 24 | 9.5% | 0.7% | ||
| Q3 24 | 12.5% | 0.5% | ||
| Q2 24 | 10.8% | — | ||
| Q1 24 | 7.7% | 0.9% |
现金转化率FIVETEAM
| Q4 25 | -2.19× | — | ||
| Q3 25 | 2.17× | — | ||
| Q2 25 | 3.22× | — | ||
| Q1 25 | 1.94× | — | ||
| Q4 24 | -18.13× | — | ||
| Q3 24 | 2.16× | — | ||
| Q2 24 | 0.84× | — | ||
| Q1 24 | 2.02× | 44.34× |
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
FIVE
暂无分部数据
TEAM
| Cloud Deployment Services | $1.1B | 67% |
| Data Center Deployment | $435.6M | 27% |
| Marketplace And Services Deployment | $83.7M | 5% |
