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GoDaddy(GDDY)与M&T Bank(MTB)财务数据对比。点击上方公司名可切换其他公司
M&T Bank的季度营收约是GoDaddy的1.9倍($2.5B vs $1.3B),M&T Bank净利率更高(30.7% vs 19.2%,领先11.4%),GoDaddy同比增速更快(6.8% vs 3.8%),过去两年GoDaddy的营收复合增速更高(7.2% vs 4.6%)
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。
M&T银行是总部位于美国纽约州布法罗的银行控股企业,业务覆盖美国东部从缅因州到弗吉尼亚州的12个州及华盛顿特区,运营超过950家线下网点。其控股主体1998年5月前名为第一帝国州公司,之后更为现名。
GDDY vs MTB — 直观对比
营收规模更大
MTB
是对方的1.9倍
$1.3B
营收增速更快
GDDY
高出3.0%
3.8%
净利率更高
MTB
高出11.4%
19.2%
两年增速更快
GDDY
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $2.5B |
| 净利润 | $245.1M | $759.0M |
| 毛利率 | — | — |
| 营业利润率 | 24.9% | 39.2% |
| 净利率 | 19.2% | 30.7% |
| 营收同比 | 6.8% | 3.8% |
| 净利润同比 | 23.4% | 11.5% |
| 每股收益(稀释后) | — | $4.62 |
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
GDDY
MTB
| Q4 25 | $1.3B | $2.5B | ||
| Q3 25 | $1.3B | $2.5B | ||
| Q2 25 | $1.2B | $2.4B | ||
| Q1 25 | $1.2B | $2.3B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $1.1B | $2.3B | ||
| Q2 24 | $1.1B | $2.3B | ||
| Q1 24 | $1.1B | $2.3B |
净利润
GDDY
MTB
| Q4 25 | $245.1M | $759.0M | ||
| Q3 25 | $210.5M | $792.0M | ||
| Q2 25 | $199.9M | $716.0M | ||
| Q1 25 | $219.5M | $584.0M | ||
| Q4 24 | $198.6M | $681.0M | ||
| Q3 24 | $190.5M | $721.0M | ||
| Q2 24 | $146.3M | $655.0M | ||
| Q1 24 | $401.5M | $531.0M |
营业利润率
GDDY
MTB
| Q4 25 | 24.9% | 39.2% | ||
| Q3 25 | 23.4% | 40.8% | ||
| Q2 25 | 21.9% | 39.0% | ||
| Q1 25 | 20.7% | 33.0% | ||
| Q4 24 | 21.4% | 37.0% | ||
| Q3 24 | 22.1% | 39.0% | ||
| Q2 24 | 18.5% | 37.1% | ||
| Q1 24 | 15.9% | 29.4% |
净利率
GDDY
MTB
| Q4 25 | 19.2% | 30.7% | ||
| Q3 25 | 16.6% | 31.5% | ||
| Q2 25 | 16.4% | 29.9% | ||
| Q1 25 | 18.4% | 25.3% | ||
| Q4 24 | 16.7% | 28.6% | ||
| Q3 24 | 16.6% | 30.9% | ||
| Q2 24 | 13.0% | 28.5% | ||
| Q1 24 | 36.2% | 23.5% |
每股收益(稀释后)
GDDY
MTB
| Q4 25 | — | $4.62 | ||
| Q3 25 | $1.51 | $4.82 | ||
| Q2 25 | $1.41 | $4.24 | ||
| Q1 25 | — | $3.32 | ||
| Q4 24 | — | $3.87 | ||
| Q3 24 | $1.32 | $4.02 | ||
| Q2 24 | $1.01 | $3.73 | ||
| Q1 24 | — | $3.02 |
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 | — | — |
| 总债务越低越好 | — | $10.9B |
| 股东权益账面价值 | $215.1M | $29.2B |
| 总资产 | $8.0B | $213.5B |
| 负债/权益比越低杠杆越低 | — | 0.37× |
8季度趋势,按日历期对齐
总债务
GDDY
MTB
| Q4 25 | — | $10.9B | ||
| Q3 25 | — | $12.9B | ||
| Q2 25 | — | $12.4B | ||
| Q1 25 | — | $10.5B | ||
| Q4 24 | — | $12.6B | ||
| Q3 24 | — | $11.6B | ||
| Q2 24 | — | $11.3B | ||
| Q1 24 | — | $11.4B |
股东权益
GDDY
MTB
| Q4 25 | $215.1M | $29.2B | ||
| Q3 25 | $91.8M | $28.7B | ||
| Q2 25 | $404.4M | $28.5B | ||
| Q1 25 | $199.7M | $29.0B | ||
| Q4 24 | $692.1M | $29.0B | ||
| Q3 24 | $356.7M | $28.9B | ||
| Q2 24 | $157.0M | $28.4B | ||
| Q1 24 | $414.8M | $27.2B |
总资产
GDDY
MTB
| Q4 25 | $8.0B | $213.5B | ||
| Q3 25 | $8.0B | $211.3B | ||
| Q2 25 | $8.3B | $211.6B | ||
| Q1 25 | $7.8B | $210.3B | ||
| Q4 24 | $8.2B | $208.1B | ||
| Q3 24 | $8.0B | $211.8B | ||
| Q2 24 | $7.7B | $208.9B | ||
| Q1 24 | $8.0B | $215.1B |
负债/权益比
GDDY
MTB
| Q4 25 | — | 0.37× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 0.40× | ||
| Q2 24 | — | 0.40× | ||
| Q1 24 | — | 0.42× |
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 | $3.0B |
| 自由现金流经营现金流 - 资本支出 | $363.7M | — |
| 自由现金流率自由现金流/营收 | 28.6% | — |
| 资本支出强度资本支出/营收 | 0.5% | — |
| 现金转化率经营现金流/净利润 | 1.51× | 3.96× |
| 过去12个月自由现金流最近4个季度 | $1.6B | — |
8季度趋势,按日历期对齐
经营现金流
GDDY
MTB
| Q4 25 | $370.6M | $3.0B | ||
| Q3 25 | $444.2M | $1.0B | ||
| Q2 25 | $379.9M | $844.0M | ||
| Q1 25 | $404.7M | $635.0M | ||
| Q4 24 | $340.5M | $3.6B | ||
| Q3 24 | $355.2M | $-28.0M | ||
| Q2 24 | $294.8M | $1.4B | ||
| Q1 24 | $297.2M | $608.0M |
自由现金流
GDDY
MTB
| Q4 25 | $363.7M | — | ||
| Q3 25 | $434.9M | — | ||
| Q2 25 | $375.8M | — | ||
| Q1 25 | $401.1M | — | ||
| Q4 24 | $326.1M | — | ||
| Q3 24 | $350.2M | — | ||
| Q2 24 | $292.0M | — | ||
| Q1 24 | $292.8M | — |
自由现金流率
GDDY
MTB
| Q4 25 | 28.6% | — | ||
| Q3 25 | 34.4% | — | ||
| Q2 25 | 30.9% | — | ||
| Q1 25 | 33.6% | — | ||
| Q4 24 | 27.3% | — | ||
| Q3 24 | 30.5% | — | ||
| Q2 24 | 26.0% | — | ||
| Q1 24 | 26.4% | — |
资本支出强度
GDDY
MTB
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.7% | — | ||
| Q2 25 | 0.3% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 0.2% | — | ||
| Q1 24 | 0.4% | — |
现金转化率
GDDY
MTB
| Q4 25 | 1.51× | 3.96× | ||
| Q3 25 | 2.11× | 1.26× | ||
| Q2 25 | 1.90× | 1.18× | ||
| Q1 25 | 1.84× | 1.09× | ||
| Q4 24 | 1.71× | 5.30× | ||
| Q3 24 | 1.86× | -0.04× | ||
| Q2 24 | 2.02× | 2.07× | ||
| Q1 24 | 0.74× | 1.15× |
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% |
MTB
暂无分部数据