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GoDaddy（GDDY）与Jefferies Financial Group Inc.（JEF）财务数据对比。点击上方公司名可切换其他公司
Jefferies Financial Group Inc.的季度营收约是GoDaddy的1.3倍（$1.7B vs $1.3B），GoDaddy净利率更高（19.2% vs 12.6%，领先6.6%），Jefferies Financial Group Inc.自由现金流更多（$1.9B vs $363.7M）
GoDaddy是美国上市的互联网域名注册管理、域名服务及网络托管服务商，总部位于亚利桑那州坦佩。2023年按市场份额计为全球第五大网络主机服务商，管理超6200万个注册域名，旗下2000万用户中绝大多数为中小微企业，是全球领先的互联网基础服务供应商。
杰富瑞金融集团是总部位于美国纽约的金融服务企业，在纽约证券交易所挂牌上市，同时位列财富1000强榜单，为全球客户提供专业的金融相关服务。
GDDY vs JEF — 直观对比
营收规模更大
JEF
是对方的1.3倍
$1.3B
净利率更高
GDDY
高出6.6%
12.6%
自由现金流更多
JEF
多$1.5B
$363.7M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.7B |
| 净利润 | $245.1M | $211.3M |
| 毛利率 | — | 95.7% |
| 营业利润率 | 24.9% | 15.2% |
| 净利率 | 19.2% | 12.6% |
| 营收同比 | 6.8% | — |
| 净利润同比 | 23.4% | — |
| 每股收益（稀释后） | — | $0.85 |
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GDDYJEF
| Q4 25 | $1.3B | $1.7B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.1B | $1.0B | ||
| Q1 24 | $1.1B | $971.2M |
净利润GDDYJEF
| Q4 25 | $245.1M | $211.3M | ||
| Q3 25 | $210.5M | $242.5M | ||
| Q2 25 | $199.9M | $91.4M | ||
| Q1 25 | $219.5M | $136.8M | ||
| Q4 24 | $198.6M | — | ||
| Q3 24 | $190.5M | $181.0M | ||
| Q2 24 | $146.3M | $154.7M | ||
| Q1 24 | $401.5M | $156.4M |
毛利率GDDYJEF
| Q4 25 | — | 95.7% | ||
| Q3 25 | — | 97.7% | ||
| Q2 25 | — | 96.5% | ||
| Q1 25 | — | 96.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 96.9% | ||
| Q2 24 | — | 96.4% | ||
| Q1 24 | — | 96.4% |
营业利润率GDDYJEF
| Q4 25 | 24.9% | 15.2% | ||
| Q3 25 | 23.4% | 22.1% | ||
| Q2 25 | 21.9% | 11.0% | ||
| Q1 25 | 20.7% | 13.2% | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 22.1% | 20.7% | ||
| Q2 24 | 18.5% | 22.0% | ||
| Q1 24 | 15.9% | 22.7% |
净利率GDDYJEF
| Q4 25 | 19.2% | 12.6% | ||
| Q3 25 | 16.6% | 16.1% | ||
| Q2 25 | 16.4% | 7.4% | ||
| Q1 25 | 18.4% | 12.0% | ||
| Q4 24 | 16.7% | — | ||
| Q3 24 | 16.6% | 14.8% | ||
| Q2 24 | 13.0% | 14.9% | ||
| Q1 24 | 36.2% | 16.1% |
每股收益（稀释后）GDDYJEF
| Q4 25 | — | $0.85 | ||
| Q3 25 | $1.51 | $1.01 | ||
| Q2 25 | $1.41 | $0.40 | ||
| Q1 25 | — | $0.57 | ||
| Q4 24 | — | — | ||
| Q3 24 | $1.32 | $0.75 | ||
| Q2 24 | $1.01 | $0.64 | ||
| Q1 24 | — | $0.66 |
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 | — | $14.0B |
| 总债务越低越好 | — | $15.9B |
| 股东权益账面价值 | $215.1M | $10.6B |
| 总资产 | $8.0B | $76.0B |
| 负债/权益比越低杠杆越低 | — | 1.50× |
8季度趋势，按日历期对齐
现金及短期投资GDDYJEF
| Q4 25 | — | $14.0B | ||
| Q3 25 | — | $11.5B | ||
| Q2 25 | — | $11.3B | ||
| Q1 25 | — | $11.2B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $10.6B | ||
| Q2 24 | — | $10.8B | ||
| Q1 24 | — | $7.6B |
总债务GDDYJEF
| Q4 25 | — | $15.9B | ||
| Q3 25 | — | $16.0B | ||
| Q2 25 | — | $15.4B | ||
| Q1 25 | — | $14.8B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $12.9B | ||
| Q2 24 | — | $12.7B | ||
| Q1 24 | — | $9.9B |
股东权益GDDYJEF
| Q4 25 | $215.1M | $10.6B | ||
| Q3 25 | $91.8M | $10.4B | ||
| Q2 25 | $404.4M | $10.3B | ||
| Q1 25 | $199.7M | $10.2B | ||
| Q4 24 | $692.1M | — | ||
| Q3 24 | $356.7M | $10.0B | ||
| Q2 24 | $157.0M | $9.9B | ||
| Q1 24 | $414.8M | $9.8B |
总资产GDDYJEF
| Q4 25 | $8.0B | $76.0B | ||
| Q3 25 | $8.0B | $69.3B | ||
| Q2 25 | $8.3B | $67.3B | ||
| Q1 25 | $7.8B | $70.2B | ||
| Q4 24 | $8.2B | — | ||
| Q3 24 | $8.0B | $63.3B | ||
| Q2 24 | $7.7B | $63.0B | ||
| Q1 24 | $8.0B | $60.9B |
负债/权益比GDDYJEF
| Q4 25 | — | 1.50× | ||
| Q3 25 | — | 1.53× | ||
| Q2 25 | — | 1.49× | ||
| Q1 25 | — | 1.45× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | 1.28× | ||
| Q1 24 | — | 1.01× |
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 | $370.6M | $2.0B |
| 自由现金流经营现金流 - 资本支出 | $363.7M | $1.9B |
| 自由现金流率自由现金流/营收 | 28.6% | 114.2% |
| 资本支出强度资本支出/营收 | 0.5% | 3.4% |
| 现金转化率经营现金流/净利润 | 1.51× | 9.30× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $-1.7B |
8季度趋势，按日历期对齐
经营现金流GDDYJEF
| Q4 25 | $370.6M | $2.0B | ||
| Q3 25 | $444.2M | $184.2M | ||
| Q2 25 | $379.9M | $-978.3M | ||
| Q1 25 | $404.7M | $-2.7B | ||
| Q4 24 | $340.5M | — | ||
| Q3 24 | $355.2M | — | ||
| Q2 24 | $294.8M | — | ||
| Q1 24 | $297.2M | $-1.3B |
自由现金流GDDYJEF
| Q4 25 | $363.7M | $1.9B | ||
| Q3 25 | $434.9M | $126.0M | ||
| Q2 25 | $375.8M | $-1.0B | ||
| Q1 25 | $401.1M | $-2.7B | ||
| Q4 24 | $326.1M | — | ||
| Q3 24 | $350.2M | — | ||
| Q2 24 | $292.0M | — | ||
| Q1 24 | $292.8M | $-1.4B |
自由现金流率GDDYJEF
| Q4 25 | 28.6% | 114.2% | ||
| Q3 25 | 34.4% | 8.4% | ||
| Q2 25 | 30.9% | -83.3% | ||
| Q1 25 | 33.6% | -237.2% | ||
| Q4 24 | 27.3% | — | ||
| Q3 24 | 30.5% | — | ||
| Q2 24 | 26.0% | — | ||
| Q1 24 | 26.4% | -139.4% |
资本支出强度GDDYJEF
| Q4 25 | 0.5% | 3.4% | ||
| Q3 25 | 0.7% | 3.9% | ||
| Q2 25 | 0.3% | 3.6% | ||
| Q1 25 | 0.3% | 4.3% | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 0.2% | — | ||
| Q1 24 | 0.4% | 9.9% |
现金转化率GDDYJEF
| Q4 25 | 1.51× | 9.30× | ||
| Q3 25 | 2.11× | 0.76× | ||
| Q2 25 | 1.90× | -10.70× | ||
| Q1 25 | 1.84× | -19.48× | ||
| Q4 24 | 1.71× | — | ||
| Q3 24 | 1.86× | — | ||
| Q2 24 | 2.02× | — | ||
| Q1 24 | 0.74× | -8.04× |
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
GDDY
| Domains | $586.5M | 46% |
| Applications And Commerce | $497.7M | 39% |
| Other | $189.7M | 15% |
JEF
| Investment Banking Underwriting | $555.6M | 33% |
| Principal Transactions Revenue | $378.3M | 23% |
| Commissions And Other Fees | $356.0M | 21% |
| Other | $177.8M | 11% |
| Internet Connection And Boadband Revenue | $57.0M | 3% |
| Other Sources Of Revenue Miscellaneous | $53.3M | 3% |
| Real Estate | $50.7M | 3% |
| Strategic Affiliates Revenue | $13.8M | 1% |
| Asset Management1 | $12.1M | 1% |
| Fixed Income Services | $1.6M | 0% |
