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GoDaddy（GDDY）与Rivian Automotive, Inc.（RIVN）财务数据对比。点击上方公司名可切换其他公司
Rivian Automotive, Inc.的季度营收约是GoDaddy的1.0倍（$1.3B vs $1.3B），GoDaddy净利率更高（19.2% vs -63.1%，领先82.3%），GoDaddy同比增速更快（6.8% vs -25.8%），GoDaddy自由现金流更多（$363.7M vs $-1.1B），过去两年GoDaddy的营收复合增速更高（7.2% vs 3.3%）
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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
GDDY vs RIVN — 直观对比
营收规模更大
RIVN
是对方的1.0倍
$1.3B
营收增速更快
GDDY
高出32.7%
-25.8%
净利率更高
GDDY
高出82.3%
-63.1%
自由现金流更多
GDDY
多$1.5B
$-1.1B
两年增速更快
GDDY
近两年复合增速
3.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.3B |
| 净利润 | $245.1M | $-811.0M |
| 毛利率 | — | 9.3% |
| 营业利润率 | 24.9% | -64.8% |
| 净利率 | 19.2% | -63.1% |
| 营收同比 | 6.8% | -25.8% |
| 净利润同比 | 23.4% | -9.0% |
| 每股收益（稀释后） | — | $-0.66 |
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GDDYRIVN
| Q4 25 | $1.3B | $1.3B | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.2B | $1.2B | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $1.1B | $874.0M | ||
| Q2 24 | $1.1B | $1.2B | ||
| Q1 24 | $1.1B | $1.2B |
净利润GDDYRIVN
| Q4 25 | $245.1M | $-811.0M | ||
| Q3 25 | $210.5M | $-1.2B | ||
| Q2 25 | $199.9M | $-1.1B | ||
| Q1 25 | $219.5M | $-545.0M | ||
| Q4 24 | $198.6M | $-744.0M | ||
| Q3 24 | $190.5M | $-1.1B | ||
| Q2 24 | $146.3M | $-1.5B | ||
| Q1 24 | $401.5M | $-1.4B |
毛利率GDDYRIVN
| Q4 25 | — | 9.3% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | -15.8% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | — | -44.9% | ||
| Q2 24 | — | -38.9% | ||
| Q1 24 | — | -43.8% |
营业利润率GDDYRIVN
| Q4 25 | 24.9% | -64.8% | ||
| Q3 25 | 23.4% | -63.1% | ||
| Q2 25 | 21.9% | -85.5% | ||
| Q1 25 | 20.7% | -52.8% | ||
| Q4 24 | 21.4% | -38.1% | ||
| Q3 24 | 22.1% | -133.8% | ||
| Q2 24 | 18.5% | -118.7% | ||
| Q1 24 | 15.9% | -123.3% |
净利率GDDYRIVN
| Q4 25 | 19.2% | -63.1% | ||
| Q3 25 | 16.6% | -75.3% | ||
| Q2 25 | 16.4% | -85.7% | ||
| Q1 25 | 18.4% | -44.0% | ||
| Q4 24 | 16.7% | -42.9% | ||
| Q3 24 | 16.6% | -125.9% | ||
| Q2 24 | 13.0% | -125.8% | ||
| Q1 24 | 36.2% | -120.1% |
每股收益（稀释后）GDDYRIVN
| Q4 25 | — | $-0.66 | ||
| Q3 25 | $1.51 | $-0.96 | ||
| Q2 25 | $1.41 | $-0.97 | ||
| Q1 25 | — | $-0.48 | ||
| Q4 24 | — | $-0.67 | ||
| Q3 24 | $1.32 | $-1.08 | ||
| Q2 24 | $1.01 | $-1.46 | ||
| Q1 24 | — | $-1.48 |
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 | — | $6.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $215.1M | $4.6B |
| 总资产 | $8.0B | $14.9B |
| 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GDDYRIVN
| Q4 25 | — | $6.1B | ||
| Q3 25 | — | $7.1B | ||
| Q2 25 | — | $7.5B | ||
| Q1 25 | — | $7.2B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $6.7B | ||
| Q2 24 | — | $7.9B | ||
| Q1 24 | — | $7.9B |
总债务GDDYRIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $5.5B | ||
| Q1 24 | — | $4.4B |
股东权益GDDYRIVN
| Q4 25 | $215.1M | $4.6B | ||
| Q3 25 | $91.8M | $5.1B | ||
| Q2 25 | $404.4M | $6.1B | ||
| Q1 25 | $199.7M | $6.2B | ||
| Q4 24 | $692.1M | $6.6B | ||
| Q3 24 | $356.7M | $5.9B | ||
| Q2 24 | $157.0M | $6.8B | ||
| Q1 24 | $414.8M | $8.1B |
总资产GDDYRIVN
| Q4 25 | $8.0B | $14.9B | ||
| Q3 25 | $8.0B | $15.2B | ||
| Q2 25 | $8.3B | $15.6B | ||
| Q1 25 | $7.8B | $15.5B | ||
| Q4 24 | $8.2B | $15.4B | ||
| Q3 24 | $8.0B | $14.3B | ||
| Q2 24 | $7.7B | $15.4B | ||
| Q1 24 | $8.0B | $15.7B |
负债/权益比GDDYRIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.81× | ||
| Q1 24 | — | 0.55× |
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 | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | $363.7M | $-1.1B |
| 自由现金流率自由现金流/营收 | 28.6% | -89.0% |
| 资本支出强度资本支出/营收 | 0.5% | 36.0% |
| 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 | $-2.5B |
8季度趋势，按日历期对齐
经营现金流GDDYRIVN
| Q4 25 | $370.6M | $-681.0M | ||
| Q3 25 | $444.2M | $26.0M | ||
| Q2 25 | $379.9M | $64.0M | ||
| Q1 25 | $404.7M | $-188.0M | ||
| Q4 24 | $340.5M | $1.2B | ||
| Q3 24 | $355.2M | $-876.0M | ||
| Q2 24 | $294.8M | $-754.0M | ||
| Q1 24 | $297.2M | $-1.3B |
自由现金流GDDYRIVN
| Q4 25 | $363.7M | $-1.1B | ||
| Q3 25 | $434.9M | $-421.0M | ||
| Q2 25 | $375.8M | $-398.0M | ||
| Q1 25 | $401.1M | $-526.0M | ||
| Q4 24 | $326.1M | $856.0M | ||
| Q3 24 | $350.2M | $-1.2B | ||
| Q2 24 | $292.0M | $-1.0B | ||
| Q1 24 | $292.8M | $-1.5B |
自由现金流率GDDYRIVN
| Q4 25 | 28.6% | -89.0% | ||
| Q3 25 | 34.4% | -27.0% | ||
| Q2 25 | 30.9% | -30.5% | ||
| Q1 25 | 33.6% | -42.4% | ||
| Q4 24 | 27.3% | 49.4% | ||
| Q3 24 | 30.5% | -131.9% | ||
| Q2 24 | 26.0% | -89.6% | ||
| Q1 24 | 26.4% | -126.5% |
资本支出强度GDDYRIVN
| Q4 25 | 0.5% | 36.0% | ||
| Q3 25 | 0.7% | 28.7% | ||
| Q2 25 | 0.3% | 35.5% | ||
| Q1 25 | 0.3% | 27.3% | ||
| Q4 24 | 1.2% | 18.9% | ||
| Q3 24 | 0.4% | 31.7% | ||
| Q2 24 | 0.2% | 24.4% | ||
| Q1 24 | 0.4% | 21.1% |
现金转化率GDDYRIVN
| Q4 25 | 1.51× | — | ||
| Q3 25 | 2.11× | — | ||
| Q2 25 | 1.90× | — | ||
| Q1 25 | 1.84× | — | ||
| Q4 24 | 1.71× | — | ||
| Q3 24 | 1.86× | — | ||
| Q2 24 | 2.02× | — | ||
| Q1 24 | 0.74× | — |
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% |
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
