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GoDaddy（GDDY）与利氏兄弟拍卖行（RBA）财务数据对比。点击上方公司名可切换其他公司
GoDaddy的季度营收约是利氏兄弟拍卖行的1.1倍（$1.3B vs $1.2B），GoDaddy净利率更高（19.2% vs 9.1%，领先10.1%），GoDaddy同比增速更快（6.8% vs 5.4%），GoDaddy自由现金流更多（$363.7M vs $186.5M），过去两年GoDaddy的营收复合增速更高（7.2% vs 6.3%）
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。
利氏兄弟拍卖行（股票代码RBA）是全球知名的工业资产拍卖服务商，注册地位于加拿大，属公开上市企业，总部设在美国伊利诺伊州韦斯特切斯特，普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
GDDY vs RBA — 直观对比
营收规模更大
GDDY
是对方的1.1倍
$1.2B
营收增速更快
GDDY
高出1.4%
5.4%
净利率更高
GDDY
高出10.1%
9.1%
自由现金流更多
GDDY
多$177.2M
$186.5M
两年增速更快
GDDY
近两年复合增速
6.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.2B |
| 净利润 | $245.1M | $109.7M |
| 毛利率 | — | — |
| 营业利润率 | 24.9% | 14.7% |
| 净利率 | 19.2% | 9.1% |
| 营收同比 | 6.8% | 5.4% |
| 净利润同比 | 23.4% | -7.4% |
| 每股收益（稀释后） | — | $0.53 |
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GDDYRBA
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.1B | $981.8M | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.1B | $1.1B |
净利润GDDYRBA
| Q4 25 | $245.1M | $109.7M | ||
| Q3 25 | $210.5M | $95.5M | ||
| Q2 25 | $199.9M | $109.8M | ||
| Q1 25 | $219.5M | $113.4M | ||
| Q4 24 | $198.6M | $118.5M | ||
| Q3 24 | $190.5M | $76.1M | ||
| Q2 24 | $146.3M | $111.1M | ||
| Q1 24 | $401.5M | $107.4M |
营业利润率GDDYRBA
| Q4 25 | 24.9% | 14.7% | ||
| Q3 25 | 23.4% | 14.5% | ||
| Q2 25 | 21.9% | 15.9% | ||
| Q1 25 | 20.7% | 17.1% | ||
| Q4 24 | 21.4% | 18.1% | ||
| Q3 24 | 22.1% | 15.6% | ||
| Q2 24 | 18.5% | 18.4% | ||
| Q1 24 | 15.9% | 18.7% |
净利率GDDYRBA
| Q4 25 | 19.2% | 9.1% | ||
| Q3 25 | 16.6% | 8.7% | ||
| Q2 25 | 16.4% | 9.3% | ||
| Q1 25 | 18.4% | 10.2% | ||
| Q4 24 | 16.7% | 10.4% | ||
| Q3 24 | 16.6% | 7.8% | ||
| Q2 24 | 13.0% | 10.1% | ||
| Q1 24 | 36.2% | 10.1% |
每股收益（稀释后）GDDYRBA
| Q4 25 | — | $0.53 | ||
| Q3 25 | $1.51 | $0.43 | ||
| Q2 25 | $1.41 | $0.53 | ||
| Q1 25 | — | $0.55 | ||
| Q4 24 | — | $0.58 | ||
| Q3 24 | $1.32 | $0.36 | ||
| Q2 24 | $1.01 | $0.54 | ||
| Q1 24 | — | $0.53 |
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 | — | $531.5M |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | $215.1M | $5.6B |
| 总资产 | $8.0B | $12.1B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资GDDYRBA
| Q4 25 | — | $531.5M | ||
| Q3 25 | — | $674.7M | ||
| Q2 25 | — | $710.2M | ||
| Q1 25 | — | $578.1M | ||
| Q4 24 | — | $533.9M | ||
| Q3 24 | — | $650.7M | ||
| Q2 24 | — | $599.5M | ||
| Q1 24 | — | $462.8M |
总债务GDDYRBA
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.8B | ||
| Q1 24 | — | $2.9B |
股东权益GDDYRBA
| Q4 25 | $215.1M | $5.6B | ||
| Q3 25 | $91.8M | $5.5B | ||
| Q2 25 | $404.4M | $5.5B | ||
| Q1 25 | $199.7M | $5.3B | ||
| Q4 24 | $692.1M | $5.2B | ||
| Q3 24 | $356.7M | $5.2B | ||
| Q2 24 | $157.0M | $5.2B | ||
| Q1 24 | $414.8M | $5.1B |
总资产GDDYRBA
| Q4 25 | $8.0B | $12.1B | ||
| Q3 25 | $8.0B | $12.2B | ||
| Q2 25 | $8.3B | $12.2B | ||
| Q1 25 | $7.8B | $11.9B | ||
| Q4 24 | $8.2B | $11.8B | ||
| Q3 24 | $8.0B | $11.9B | ||
| Q2 24 | $7.7B | $12.1B | ||
| Q1 24 | $8.0B | $12.0B |
负债/权益比GDDYRBA
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.52× | ||
| Q2 24 | — | 0.55× | ||
| Q1 24 | — | 0.58× |
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 | $255.2M |
| 自由现金流经营现金流 - 资本支出 | $363.7M | $186.5M |
| 自由现金流率自由现金流/营收 | 28.6% | 15.5% |
| 资本支出强度资本支出/营收 | 0.5% | 5.7% |
| 现金转化率经营现金流/净利润 | 1.51× | 2.33× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $719.2M |
8季度趋势，按日历期对齐
经营现金流GDDYRBA
| Q4 25 | $370.6M | $255.2M | ||
| Q3 25 | $444.2M | $239.7M | ||
| Q2 25 | $379.9M | $326.5M | ||
| Q1 25 | $404.7M | $156.8M | ||
| Q4 24 | $340.5M | $184.5M | ||
| Q3 24 | $355.2M | $285.4M | ||
| Q2 24 | $294.8M | $337.3M | ||
| Q1 24 | $297.2M | $124.8M |
自由现金流GDDYRBA
| Q4 25 | $363.7M | $186.5M | ||
| Q3 25 | $434.9M | $188.5M | ||
| Q2 25 | $375.8M | $241.7M | ||
| Q1 25 | $401.1M | $102.5M | ||
| Q4 24 | $326.1M | $127.9M | ||
| Q3 24 | $350.2M | $248.5M | ||
| Q2 24 | $292.0M | $308.6M | ||
| Q1 24 | $292.8M | $79.6M |
自由现金流率GDDYRBA
| Q4 25 | 28.6% | 15.5% | ||
| Q3 25 | 34.4% | 17.3% | ||
| Q2 25 | 30.9% | 20.4% | ||
| Q1 25 | 33.6% | 9.2% | ||
| Q4 24 | 27.3% | 11.2% | ||
| Q3 24 | 30.5% | 25.3% | ||
| Q2 24 | 26.0% | 28.2% | ||
| Q1 24 | 26.4% | 7.5% |
资本支出强度GDDYRBA
| Q4 25 | 0.5% | 5.7% | ||
| Q3 25 | 0.7% | 4.7% | ||
| Q2 25 | 0.3% | 7.2% | ||
| Q1 25 | 0.3% | 4.9% | ||
| Q4 24 | 1.2% | 5.0% | ||
| Q3 24 | 0.4% | 3.8% | ||
| Q2 24 | 0.2% | 2.6% | ||
| Q1 24 | 0.4% | 4.2% |
现金转化率GDDYRBA
| Q4 25 | 1.51× | 2.33× | ||
| Q3 25 | 2.11× | 2.51× | ||
| Q2 25 | 1.90× | 2.97× | ||
| Q1 25 | 1.84× | 1.38× | ||
| Q4 24 | 1.71× | 1.56× | ||
| Q3 24 | 1.86× | 3.75× | ||
| Q2 24 | 2.02× | 3.04× | ||
| Q1 24 | 0.74× | 1.16× |
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% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
