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GoDaddy（GDDY）与Martin Marietta Materials（MLM）财务数据对比。点击上方公司名可切换其他公司
GoDaddy的季度营收约是Martin Marietta Materials的1.1倍（$1.3B vs $1.1B），Martin Marietta Materials净利率更高（24.5% vs 19.2%，领先5.2%），GoDaddy同比增速更快（6.8% vs -30.1%），Martin Marietta Materials自由现金流更多（$424.0M vs $363.7M），过去两年GoDaddy的营收复合增速更高（7.2% vs -4.5%）
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。
马丁·玛丽埃塔材料公司是美国大型集料及重型建筑材料供应商，业务覆盖美国26个州、加拿大及加勒比地区，主要为道路、人行道、地基等各类基建项目提供所需原材料。
GDDY vs MLM — 直观对比
营收规模更大
GDDY
是对方的1.1倍
$1.1B
营收增速更快
GDDY
高出37.0%
-30.1%
净利率更高
MLM
高出5.2%
19.2%
自由现金流更多
MLM
多$60.3M
$363.7M
两年增速更快
GDDY
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.1B |
| 净利润 | $245.1M | $279.0M |
| 毛利率 | — | 35.0% |
| 营业利润率 | 24.9% | 24.6% |
| 净利率 | 19.2% | 24.5% |
| 营收同比 | 6.8% | -30.1% |
| 净利润同比 | 23.4% | -4.8% |
| 每股收益（稀释后） | — | $4.59 |
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GDDYMLM
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $1.3B | $1.8B | ||
| Q2 25 | $1.2B | $1.8B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.2B | $1.6B | ||
| Q3 24 | $1.1B | $1.9B | ||
| Q2 24 | $1.1B | $1.8B | ||
| Q1 24 | $1.1B | $1.3B |
净利润GDDYMLM
| Q4 25 | $245.1M | $279.0M | ||
| Q3 25 | $210.5M | $414.0M | ||
| Q2 25 | $199.9M | $328.0M | ||
| Q1 25 | $219.5M | $116.0M | ||
| Q4 24 | $198.6M | $293.0M | ||
| Q3 24 | $190.5M | $363.0M | ||
| Q2 24 | $146.3M | $294.0M | ||
| Q1 24 | $401.5M | $1.0B |
毛利率GDDYMLM
| Q4 25 | — | 35.0% | ||
| Q3 25 | — | 33.1% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 24.8% | ||
| Q4 24 | — | 30.0% | ||
| Q3 24 | — | 31.7% | ||
| Q2 24 | — | 29.3% | ||
| Q1 24 | — | 21.7% |
营业利润率GDDYMLM
| Q4 25 | 24.9% | 24.6% | ||
| Q3 25 | 23.4% | 27.4% | ||
| Q2 25 | 21.9% | 25.3% | ||
| Q1 25 | 20.7% | 14.3% | ||
| Q4 24 | 21.4% | 24.4% | ||
| Q3 24 | 22.1% | 25.9% | ||
| Q2 24 | 18.5% | 22.6% | ||
| Q1 24 | 15.9% | — |
净利率GDDYMLM
| Q4 25 | 19.2% | 24.5% | ||
| Q3 25 | 16.6% | 22.4% | ||
| Q2 25 | 16.4% | 18.1% | ||
| Q1 25 | 18.4% | 8.6% | ||
| Q4 24 | 16.7% | 18.0% | ||
| Q3 24 | 16.6% | 19.2% | ||
| Q2 24 | 13.0% | 16.7% | ||
| Q1 24 | 36.2% | 83.5% |
每股收益（稀释后）GDDYMLM
| Q4 25 | — | $4.59 | ||
| Q3 25 | $1.51 | $6.85 | ||
| Q2 25 | $1.41 | $5.43 | ||
| Q1 25 | — | $1.90 | ||
| Q4 24 | — | $4.87 | ||
| Q3 24 | $1.32 | $5.91 | ||
| Q2 24 | $1.01 | $4.76 | ||
| Q1 24 | — | $16.87 |
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 | — | $67.0M |
| 总债务越低越好 | — | $5.3B |
| 股东权益账面价值 | $215.1M | $10.0B |
| 总资产 | $8.0B | $18.7B |
| 负债/权益比越低杠杆越低 | — | 0.53× |
8季度趋势，按日历期对齐
现金及短期投资GDDYMLM
| Q4 25 | — | $67.0M | ||
| Q3 25 | — | $57.0M | ||
| Q2 25 | — | $225.0M | ||
| Q1 25 | — | $101.0M | ||
| Q4 24 | — | $670.0M | ||
| Q3 24 | — | $52.0M | ||
| Q2 24 | — | $109.0M | ||
| Q1 24 | — | $2.6B |
总债务GDDYMLM
| Q4 25 | — | $5.3B | ||
| Q3 25 | — | $5.5B | ||
| Q2 25 | — | $5.4B | ||
| Q1 25 | — | $5.4B | ||
| Q4 24 | — | $5.4B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $4.3B | ||
| Q1 24 | — | $4.3B |
股东权益GDDYMLM
| Q4 25 | $215.1M | $10.0B | ||
| Q3 25 | $91.8M | $9.7B | ||
| Q2 25 | $404.4M | $9.4B | ||
| Q1 25 | $199.7M | $9.1B | ||
| Q4 24 | $692.1M | $9.5B | ||
| Q3 24 | $356.7M | $9.2B | ||
| Q2 24 | $157.0M | $8.8B | ||
| Q1 24 | $414.8M | $8.9B |
总资产GDDYMLM
| Q4 25 | $8.0B | $18.7B | ||
| Q3 25 | $8.0B | $18.7B | ||
| Q2 25 | $8.3B | $18.1B | ||
| Q1 25 | $7.8B | $17.7B | ||
| Q4 24 | $8.2B | $18.2B | ||
| Q3 24 | $8.0B | $16.5B | ||
| Q2 24 | $7.7B | $16.3B | ||
| Q1 24 | $8.0B | $16.2B |
负债/权益比GDDYMLM
| Q4 25 | — | 0.53× | ||
| Q3 25 | — | 0.57× | ||
| Q2 25 | — | 0.58× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | — | 0.57× | ||
| Q3 24 | — | 0.44× | ||
| Q2 24 | — | 0.49× | ||
| Q1 24 | — | 0.49× |
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 | $629.0M |
| 自由现金流经营现金流 - 资本支出 | $363.7M | $424.0M |
| 自由现金流率自由现金流/营收 | 28.6% | 37.2% |
| 资本支出强度资本支出/营收 | 0.5% | 18.0% |
| 现金转化率经营现金流/净利润 | 1.51× | 2.25× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $978.0M |
8季度趋势，按日历期对齐
经营现金流GDDYMLM
| Q4 25 | $370.6M | $629.0M | ||
| Q3 25 | $444.2M | $551.0M | ||
| Q2 25 | $379.9M | $387.0M | ||
| Q1 25 | $404.7M | $218.0M | ||
| Q4 24 | $340.5M | $686.0M | ||
| Q3 24 | $355.2M | $600.0M | ||
| Q2 24 | $294.8M | $1.0M | ||
| Q1 24 | $297.2M | $172.0M |
自由现金流GDDYMLM
| Q4 25 | $363.7M | $424.0M | ||
| Q3 25 | $434.9M | $361.0M | ||
| Q2 25 | $375.8M | $208.0M | ||
| Q1 25 | $401.1M | $-15.0M | ||
| Q4 24 | $326.1M | $453.0M | ||
| Q3 24 | $350.2M | $317.0M | ||
| Q2 24 | $292.0M | $-138.0M | ||
| Q1 24 | $292.8M | $-28.0M |
自由现金流率GDDYMLM
| Q4 25 | 28.6% | 37.2% | ||
| Q3 25 | 34.4% | 19.6% | ||
| Q2 25 | 30.9% | 11.5% | ||
| Q1 25 | 33.6% | -1.1% | ||
| Q4 24 | 27.3% | 27.8% | ||
| Q3 24 | 30.5% | 16.8% | ||
| Q2 24 | 26.0% | -7.8% | ||
| Q1 24 | 26.4% | -2.2% |
资本支出强度GDDYMLM
| Q4 25 | 0.5% | 18.0% | ||
| Q3 25 | 0.7% | 10.3% | ||
| Q2 25 | 0.3% | 9.9% | ||
| Q1 25 | 0.3% | 17.2% | ||
| Q4 24 | 1.2% | 14.3% | ||
| Q3 24 | 0.4% | 15.0% | ||
| Q2 24 | 0.2% | 7.9% | ||
| Q1 24 | 0.4% | 16.0% |
现金转化率GDDYMLM
| Q4 25 | 1.51× | 2.25× | ||
| Q3 25 | 2.11× | 1.33× | ||
| Q2 25 | 1.90× | 1.18× | ||
| Q1 25 | 1.84× | 1.88× | ||
| Q4 24 | 1.71× | 2.34× | ||
| Q3 24 | 1.86× | 1.65× | ||
| Q2 24 | 2.02× | 0.00× | ||
| Q1 24 | 0.74× | 0.16× |
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% |
MLM
| Building Materials Business East Group | $774.0M | 68% |
| Building Materials Business West Group | $233.0M | 20% |
| Services | $88.0M | 8% |
| Other | $45.0M | 4% |
