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JFrog Ltd(FROG)与WSFS FINANCIAL CORP(WSFS)财务数据对比。点击上方公司名可切换其他公司
WSFS FINANCIAL CORP的季度营收约是JFrog Ltd的1.9倍($275.3M vs $145.3M),WSFS FINANCIAL CORP净利率更高(31.5% vs -10.5%,领先42.0%),JFrog Ltd同比增速更快(25.2% vs 7.5%),过去两年JFrog Ltd的营收复合增速更高(20.4% vs 1.7%)
JFrog Ltd是全球知名的DevOps技术服务商,面向科技、金融、零售、制造等多个行业客户,提供全链路软件发布、制品管理与安全解决方案,助力企业简化云、本地及混合部署环境下的应用开发与交付流程。
WSFS金融集团是一家金融服务企业,核心子公司WSFS银行是总部位于特拉华州及大特拉华谷地区规模最大、经营历史最久的本地管理银行与财富管理机构。集团共运营115个网点,其中88个为银行网点,分布在宾夕法尼亚、特拉华、新泽西、佛罗里达、弗吉尼亚、内华达六州,提供全面金融服务。
FROG vs WSFS — 直观对比
营收规模更大
WSFS
是对方的1.9倍
$145.3M
营收增速更快
FROG
高出17.7%
7.5%
净利率更高
WSFS
高出42.0%
-10.5%
两年增速更快
FROG
近两年复合增速
1.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $145.3M | $275.3M |
| 净利润 | $-15.2M | $86.8M |
| 毛利率 | 77.9% | — |
| 营业利润率 | -14.7% | — |
| 净利率 | -10.5% | 31.5% |
| 营收同比 | 25.2% | 7.5% |
| 净利润同比 | 34.4% | 31.7% |
| 每股收益(稀释后) | $-0.13 | $1.64 |
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
FROG
WSFS
| Q1 26 | — | $275.3M | ||
| Q4 25 | $145.3M | $271.9M | ||
| Q3 25 | $136.9M | $270.5M | ||
| Q2 25 | $127.2M | $267.5M | ||
| Q1 25 | $122.4M | $256.1M | ||
| Q4 24 | $116.1M | $261.5M | ||
| Q3 24 | $109.1M | $267.7M | ||
| Q2 24 | $103.0M | $266.0M |
净利润
FROG
WSFS
| Q1 26 | — | $86.8M | ||
| Q4 25 | $-15.2M | $72.7M | ||
| Q3 25 | $-16.4M | $76.4M | ||
| Q2 25 | $-21.7M | $72.3M | ||
| Q1 25 | $-18.5M | $65.9M | ||
| Q4 24 | $-23.2M | $64.2M | ||
| Q3 24 | $-22.9M | $64.4M | ||
| Q2 24 | $-14.3M | $69.3M |
毛利率
FROG
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 77.9% | — | ||
| Q3 25 | 77.4% | — | ||
| Q2 25 | 76.3% | — | ||
| Q1 25 | 75.3% | — | ||
| Q4 24 | 75.4% | — | ||
| Q3 24 | 75.0% | — | ||
| Q2 24 | 78.8% | — |
营业利润率
FROG
WSFS
| Q1 26 | — | — | ||
| Q4 25 | -14.7% | 35.8% | ||
| Q3 25 | -15.8% | 37.3% | ||
| Q2 25 | -20.4% | 35.7% | ||
| Q1 25 | -18.8% | 34.0% | ||
| Q4 24 | -21.9% | 32.3% | ||
| Q3 24 | -27.4% | 31.9% | ||
| Q2 24 | -18.6% | 34.0% |
净利率
FROG
WSFS
| Q1 26 | — | 31.5% | ||
| Q4 25 | -10.5% | 26.7% | ||
| Q3 25 | -12.0% | 28.3% | ||
| Q2 25 | -17.0% | 27.0% | ||
| Q1 25 | -15.1% | 25.7% | ||
| Q4 24 | -20.0% | 24.6% | ||
| Q3 24 | -21.0% | 24.1% | ||
| Q2 24 | -13.9% | 26.0% |
每股收益(稀释后)
FROG
WSFS
| Q1 26 | — | $1.64 | ||
| Q4 25 | $-0.13 | $1.33 | ||
| Q3 25 | $-0.14 | $1.37 | ||
| Q2 25 | $-0.19 | $1.27 | ||
| Q1 25 | $-0.16 | $1.12 | ||
| Q4 24 | $-0.21 | $1.08 | ||
| Q3 24 | $-0.21 | $1.08 | ||
| Q2 24 | $-0.13 | $1.16 |
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 | $704.4M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $887.4M | $2.7B |
| 总资产 | $1.3B | $22.1B |
| 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
FROG
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $704.4M | $1.7B | ||
| Q3 25 | $651.1M | — | ||
| Q2 25 | $611.7M | — | ||
| Q1 25 | $563.5M | — | ||
| Q4 24 | $522.0M | $1.2B | ||
| Q3 24 | $467.8M | — | ||
| Q2 24 | $591.3M | — |
股东权益
FROG
WSFS
| Q1 26 | — | $2.7B | ||
| Q4 25 | $887.4M | $2.7B | ||
| Q3 25 | $859.4M | $2.8B | ||
| Q2 25 | $826.5M | $2.7B | ||
| Q1 25 | $800.0M | $2.7B | ||
| Q4 24 | $773.5M | $2.6B | ||
| Q3 24 | $756.2M | $2.7B | ||
| Q2 24 | $721.4M | $2.5B |
总资产
FROG
WSFS
| Q1 26 | — | $22.1B | ||
| Q4 25 | $1.3B | $21.3B | ||
| Q3 25 | $1.3B | $20.8B | ||
| Q2 25 | $1.2B | $20.8B | ||
| Q1 25 | $1.2B | $20.5B | ||
| Q4 24 | $1.1B | $20.8B | ||
| Q3 24 | $1.1B | $20.9B | ||
| Q2 24 | $1.0B | $20.7B |
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 | $50.7M | — |
| 自由现金流经营现金流 - 资本支出 | $49.9M | — |
| 自由现金流率自由现金流/营收 | 34.3% | — |
| 资本支出强度资本支出/营收 | 0.6% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $142.3M | — |
8季度趋势,按日历期对齐
经营现金流
FROG
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $50.7M | $220.0M | ||
| Q3 25 | $30.2M | $121.5M | ||
| Q2 25 | $36.1M | $37.2M | ||
| Q1 25 | $28.8M | $8.7M | ||
| Q4 24 | $49.1M | $219.9M | ||
| Q3 24 | $27.6M | $3.1M | ||
| Q2 24 | $16.7M | $44.8M |
自由现金流
FROG
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $49.9M | $213.6M | ||
| Q3 25 | $28.8M | $120.3M | ||
| Q2 25 | $35.5M | $35.2M | ||
| Q1 25 | $28.1M | $6.3M | ||
| Q4 24 | $48.5M | $205.6M | ||
| Q3 24 | $26.7M | $-489.0K | ||
| Q2 24 | $16.0M | $42.1M |
自由现金流率
FROG
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 34.3% | 78.6% | ||
| Q3 25 | 21.0% | 44.5% | ||
| Q2 25 | 27.9% | 13.2% | ||
| Q1 25 | 23.0% | 2.5% | ||
| Q4 24 | 41.8% | 78.6% | ||
| Q3 24 | 24.5% | -0.2% | ||
| Q2 24 | 15.5% | 15.8% |
资本支出强度
FROG
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 2.3% | ||
| Q3 25 | 1.0% | 0.5% | ||
| Q2 25 | 0.5% | 0.7% | ||
| Q1 25 | 0.5% | 0.9% | ||
| Q4 24 | 0.5% | 5.5% | ||
| Q3 24 | 0.9% | 1.4% | ||
| Q2 24 | 0.7% | 1.0% |
现金转化率
FROG
WSFS
| Q1 26 | — | — | ||
| Q4 25 | — | 3.03× | ||
| Q3 25 | — | 1.59× | ||
| Q2 25 | — | 0.51× | ||
| Q1 25 | — | 0.13× | ||
| Q4 24 | — | 3.43× | ||
| Q3 24 | — | 0.05× | ||
| Q2 24 | — | 0.65× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图