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GoDaddy（GDDY）与ROKU, INC（ROKU）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ROKU, INC的1.0倍（$1.3B vs $1.2B），GoDaddy净利率更高（19.2% vs -2.2%，领先21.4%），GoDaddy同比增速更快（6.8% vs -18.3%），GoDaddy自由现金流更多（$363.7M vs $298.4M），过去两年ROKU, INC的营收复合增速更高（13.6% vs 7.2%）
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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
GDDY vs ROKU — 直观对比
营收规模更大
GDDY
是对方的1.0倍
$1.2B
营收增速更快
GDDY
高出25.1%
-18.3%
净利率更高
GDDY
高出21.4%
-2.2%
自由现金流更多
GDDY
多$65.3M
$298.4M
两年增速更快
ROKU
近两年复合增速
7.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.2B |
| 净利润 | $245.1M | $-27.4M |
| 毛利率 | — | 35.6% |
| 营业利润率 | 24.9% | 59.7% |
| 净利率 | 19.2% | -2.2% |
| 营收同比 | 6.8% | -18.3% |
| 净利润同比 | 23.4% | -361.0% |
| 每股收益（稀释后） | — | $0.57 |
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GDDYROKU
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.1B | $968.2M |
净利润GDDYROKU
| Q1 26 | — | $-27.4M | ||
| Q4 25 | $245.1M | $80.5M | ||
| Q3 25 | $210.5M | $24.8M | ||
| Q2 25 | $199.9M | $10.5M | ||
| Q1 25 | $219.5M | $-27.4M | ||
| Q4 24 | $198.6M | $-35.5M | ||
| Q3 24 | $190.5M | $-9.0M | ||
| Q2 24 | $146.3M | $-34.0M |
毛利率GDDYROKU
| Q1 26 | — | 35.6% | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 43.6% | ||
| Q4 24 | — | 42.7% | ||
| Q3 24 | — | 45.2% | ||
| Q2 24 | — | 43.9% |
营业利润率GDDYROKU
| Q1 26 | — | 59.7% | ||
| Q4 25 | 24.9% | 4.7% | ||
| Q3 25 | 23.4% | 0.8% | ||
| Q2 25 | 21.9% | -2.1% | ||
| Q1 25 | 20.7% | -5.7% | ||
| Q4 24 | 21.4% | -3.3% | ||
| Q3 24 | 22.1% | -3.4% | ||
| Q2 24 | 18.5% | -7.4% |
净利率GDDYROKU
| Q1 26 | — | -2.2% | ||
| Q4 25 | 19.2% | 5.8% | ||
| Q3 25 | 16.6% | 2.0% | ||
| Q2 25 | 16.4% | 0.9% | ||
| Q1 25 | 18.4% | -2.7% | ||
| Q4 24 | 16.7% | -3.0% | ||
| Q3 24 | 16.6% | -0.9% | ||
| Q2 24 | 13.0% | -3.5% |
每股收益（稀释后）GDDYROKU
| Q1 26 | — | $0.57 | ||
| Q4 25 | — | $0.55 | ||
| Q3 25 | $1.51 | $0.16 | ||
| Q2 25 | $1.41 | $0.07 | ||
| Q1 25 | — | $-0.19 | ||
| Q4 24 | — | $-0.24 | ||
| Q3 24 | $1.32 | $-0.06 | ||
| Q2 24 | $1.01 | $-0.24 |
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 | — | $2.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $215.1M | $2.7B |
| 总资产 | $8.0B | $4.4B |
| 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GDDYROKU
| Q1 26 | — | $2.4B | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.1B |
股东权益GDDYROKU
| Q1 26 | — | $2.7B | ||
| Q4 25 | $215.1M | $2.7B | ||
| Q3 25 | $91.8M | $2.6B | ||
| Q2 25 | $404.4M | $2.6B | ||
| Q1 25 | $199.7M | $2.5B | ||
| Q4 24 | $692.1M | $2.5B | ||
| Q3 24 | $356.7M | $2.5B | ||
| Q2 24 | $157.0M | $2.4B |
总资产GDDYROKU
| Q1 26 | — | $4.4B | ||
| Q4 25 | $8.0B | $4.4B | ||
| Q3 25 | $8.0B | $4.4B | ||
| Q2 25 | $8.3B | $4.3B | ||
| Q1 25 | $7.8B | $4.2B | ||
| Q4 24 | $8.2B | $4.3B | ||
| Q3 24 | $8.0B | $4.3B | ||
| Q2 24 | $7.7B | $4.1B |
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 | $199.1M |
| 自由现金流经营现金流 - 资本支出 | $363.7M | $298.4M |
| 自由现金流率自由现金流/营收 | 28.6% | 23.9% |
| 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 | $640.0M |
8季度趋势，按日历期对齐
经营现金流GDDYROKU
| Q1 26 | — | $199.1M | ||
| Q4 25 | $370.6M | $107.7M | ||
| Q3 25 | $444.2M | $127.6M | ||
| Q2 25 | $379.9M | $109.7M | ||
| Q1 25 | $404.7M | $138.7M | ||
| Q4 24 | $340.5M | $79.3M | ||
| Q3 24 | $355.2M | $68.7M | ||
| Q2 24 | $294.8M | $23.4M |
自由现金流GDDYROKU
| Q1 26 | — | $298.4M | ||
| Q4 25 | $363.7M | $106.6M | ||
| Q3 25 | $434.9M | $126.5M | ||
| Q2 25 | $375.8M | $108.6M | ||
| Q1 25 | $401.1M | $136.8M | ||
| Q4 24 | $326.1M | $76.8M | ||
| Q3 24 | $350.2M | $67.6M | ||
| Q2 24 | $292.0M | $22.5M |
自由现金流率GDDYROKU
| Q1 26 | — | 23.9% | ||
| Q4 25 | 28.6% | 7.6% | ||
| Q3 25 | 34.4% | 10.4% | ||
| Q2 25 | 30.9% | 9.8% | ||
| Q1 25 | 33.6% | 13.4% | ||
| Q4 24 | 27.3% | 6.4% | ||
| Q3 24 | 30.5% | 6.4% | ||
| Q2 24 | 26.0% | 2.3% |
资本支出强度GDDYROKU
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.1% | ||
| Q3 25 | 0.7% | 0.1% | ||
| Q2 25 | 0.3% | 0.1% | ||
| Q1 25 | 0.3% | 0.2% | ||
| Q4 24 | 1.2% | 0.2% | ||
| Q3 24 | 0.4% | 0.1% | ||
| Q2 24 | 0.2% | 0.1% |
现金转化率GDDYROKU
| Q1 26 | — | — | ||
| Q4 25 | 1.51× | 1.34× | ||
| Q3 25 | 2.11× | 5.14× | ||
| Q2 25 | 1.90× | 10.45× | ||
| Q1 25 | 1.84× | — | ||
| Q4 24 | 1.71× | — | ||
| Q3 24 | 1.86× | — | ||
| Q2 24 | 2.02× | — |
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% |
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
