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GoDaddy（GDDY）与Rithm Capital Corp.（RITM）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Rithm Capital Corp.的1.5倍（$1.3B vs $828.2M），GoDaddy净利率更高（19.2% vs 13.2%，领先6.0%），Rithm Capital Corp.同比增速更快（508.5% vs 6.8%），过去两年GoDaddy的营收复合增速更高（7.2% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
GDDY vs RITM — 直观对比
营收规模更大
GDDY
是对方的1.5倍
$828.2M
营收增速更快
RITM
高出501.7%
6.8%
净利率更高
GDDY
高出6.0%
13.2%
两年增速更快
GDDY
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $828.2M |
| 净利润 | $245.1M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | 24.9% | 29.9% |
| 净利率 | 19.2% | 13.2% |
| 营收同比 | 6.8% | 508.5% |
| 净利润同比 | 23.4% | 27.7% |
| 每股收益（稀释后） | — | $0.12 |
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GDDYRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.2B | $768.4M | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.1B | $619.5M | ||
| Q2 24 | $1.1B | $1.2B |
净利润GDDYRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $245.1M | $85.0M | ||
| Q3 25 | $210.5M | $221.5M | ||
| Q2 25 | $199.9M | $311.7M | ||
| Q1 25 | $219.5M | $78.8M | ||
| Q4 24 | $198.6M | $290.2M | ||
| Q3 24 | $190.5M | $121.7M | ||
| Q2 24 | $146.3M | $235.6M |
营业利润率GDDYRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 24.9% | 13.8% | ||
| Q3 25 | 23.4% | 21.4% | ||
| Q2 25 | 21.9% | 25.2% | ||
| Q1 25 | 20.7% | 7.4% | ||
| Q4 24 | 21.4% | 23.8% | ||
| Q3 24 | 22.1% | 7.3% | ||
| Q2 24 | 18.5% | 23.6% |
净利率GDDYRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 19.2% | 5.7% | ||
| Q3 25 | 16.6% | 20.0% | ||
| Q2 25 | 16.4% | 25.6% | ||
| Q1 25 | 18.4% | 10.3% | ||
| Q4 24 | 16.7% | 14.0% | ||
| Q3 24 | 16.6% | 19.7% | ||
| Q2 24 | 13.0% | 19.2% |
每股收益（稀释后）GDDYRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | — | $0.09 | ||
| Q3 25 | $1.51 | $0.35 | ||
| Q2 25 | $1.41 | $0.53 | ||
| Q1 25 | — | $0.07 | ||
| Q4 24 | — | $0.50 | ||
| Q3 24 | $1.32 | $0.20 | ||
| Q2 24 | $1.01 | $0.43 |
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 | — | — |
| 股东权益账面价值 | $215.1M | $9.1B |
| 总资产 | $8.0B | $53.4B |
| 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GDDYRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.2B |
总债务GDDYRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益GDDYRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $215.1M | $8.4B | ||
| Q3 25 | $91.8M | $8.5B | ||
| Q2 25 | $404.4M | $7.9B | ||
| Q1 25 | $199.7M | $7.8B | ||
| Q4 24 | $692.1M | $7.8B | ||
| Q3 24 | $356.7M | $7.7B | ||
| Q2 24 | $157.0M | $7.3B |
总资产GDDYRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $8.0B | $53.1B | ||
| Q3 25 | $8.0B | $47.2B | ||
| Q2 25 | $8.3B | $44.3B | ||
| Q1 25 | $7.8B | $45.3B | ||
| Q4 24 | $8.2B | $46.0B | ||
| Q3 24 | $8.0B | $42.3B | ||
| Q2 24 | $7.7B | $42.0B |
负债/权益比GDDYRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | — |
| 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× | — |
| 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GDDYRITM
| Q1 26 | — | — | ||
| Q4 25 | $370.6M | $-114.6M | ||
| Q3 25 | $444.2M | $-2.0B | ||
| Q2 25 | $379.9M | $-557.1M | ||
| Q1 25 | $404.7M | $1.4B | ||
| Q4 24 | $340.5M | $-1.8B | ||
| Q3 24 | $355.2M | $768.1M | ||
| Q2 24 | $294.8M | $-55.7M |
自由现金流GDDYRITM
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率GDDYRITM
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度GDDYRITM
| Q1 26 | — | — | ||
| 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% | — |
现金转化率GDDYRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.51× | -1.35× | ||
| Q3 25 | 2.11× | -9.22× | ||
| Q2 25 | 1.90× | -1.79× | ||
| Q1 25 | 1.84× | 18.03× | ||
| Q4 24 | 1.71× | -6.04× | ||
| Q3 24 | 1.86× | 6.31× | ||
| Q2 24 | 2.02× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
