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GoDaddy（GDDY）与RPM INTERNATIONAL INC（RPM）财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是GoDaddy的1.5倍（$1.9B vs $1.3B），GoDaddy净利率更高（19.2% vs 8.4%，领先10.8%），GoDaddy同比增速更快（6.8% vs 3.5%），GoDaddy自由现金流更多（$363.7M vs $296.4M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
GDDY vs RPM — 直观对比
营收规模更大
RPM
是对方的1.5倍
$1.3B
营收增速更快
GDDY
高出3.3%
3.5%
净利率更高
GDDY
高出10.8%
8.4%
自由现金流更多
GDDY
多$67.3M
$296.4M
两年增速更快
RPM
近两年复合增速
7.2%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.9B |
| 净利润 | $245.1M | $161.2M |
| 毛利率 | — | 40.8% |
| 营业利润率 | 24.9% | 11.0% |
| 净利率 | 19.2% | 8.4% |
| 营收同比 | 6.8% | 3.5% |
| 净利润同比 | 23.4% | -12.0% |
| 每股收益（稀释后） | — | $1.26 |
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GDDYRPM
| Q4 25 | $1.3B | $1.9B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $1.1B | $2.0B | ||
| Q1 24 | $1.1B | $1.5B |
净利润GDDYRPM
| Q4 25 | $245.1M | $161.2M | ||
| Q3 25 | $210.5M | $227.6M | ||
| Q2 25 | $199.9M | $225.8M | ||
| Q1 25 | $219.5M | $52.0M | ||
| Q4 24 | $198.6M | $183.2M | ||
| Q3 24 | $190.5M | $227.7M | ||
| Q2 24 | $146.3M | $180.6M | ||
| Q1 24 | $401.5M | $61.2M |
毛利率GDDYRPM
| Q4 25 | — | 40.8% | ||
| Q3 25 | — | 42.3% | ||
| Q2 25 | — | 42.4% | ||
| Q1 25 | — | 38.4% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 42.5% | ||
| Q2 24 | — | 41.4% | ||
| Q1 24 | — | 39.9% |
营业利润率GDDYRPM
| Q4 25 | 24.9% | 11.0% | ||
| Q3 25 | 23.4% | 14.1% | ||
| Q2 25 | 21.9% | 11.9% | ||
| Q1 25 | 20.7% | 2.8% | ||
| Q4 24 | 21.4% | 11.5% | ||
| Q3 24 | 22.1% | 14.8% | ||
| Q2 24 | 18.5% | 11.9% | ||
| Q1 24 | 15.9% | 5.5% |
净利率GDDYRPM
| Q4 25 | 19.2% | 8.4% | ||
| Q3 25 | 16.6% | 10.8% | ||
| Q2 25 | 16.4% | 10.8% | ||
| Q1 25 | 18.4% | 3.5% | ||
| Q4 24 | 16.7% | 9.9% | ||
| Q3 24 | 16.6% | 11.6% | ||
| Q2 24 | 13.0% | 9.0% | ||
| Q1 24 | 36.2% | 4.0% |
每股收益（稀释后）GDDYRPM
| Q4 25 | — | $1.26 | ||
| Q3 25 | $1.51 | $1.77 | ||
| Q2 25 | $1.41 | $1.76 | ||
| Q1 25 | — | $0.40 | ||
| Q4 24 | — | $1.42 | ||
| Q3 24 | $1.32 | $1.77 | ||
| Q2 24 | $1.01 | $1.40 | ||
| Q1 24 | — | $0.47 |
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 | — | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $215.1M | $3.1B |
| 总资产 | $8.0B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资GDDYRPM
| Q4 25 | — | $316.6M | ||
| Q3 25 | — | $297.1M | ||
| Q2 25 | — | $302.1M | ||
| Q1 25 | — | $241.9M | ||
| Q4 24 | — | $268.7M | ||
| Q3 24 | — | $231.6M | ||
| Q2 24 | — | $237.4M | ||
| Q1 24 | — | $248.9M |
总债务GDDYRPM
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.2B |
股东权益GDDYRPM
| Q4 25 | $215.1M | $3.1B | ||
| Q3 25 | $91.8M | $3.1B | ||
| Q2 25 | $404.4M | $2.9B | ||
| Q1 25 | $199.7M | $2.7B | ||
| Q4 24 | $692.1M | $2.7B | ||
| Q3 24 | $356.7M | $2.6B | ||
| Q2 24 | $157.0M | $2.5B | ||
| Q1 24 | $414.8M | $2.3B |
总资产GDDYRPM
| Q4 25 | $8.0B | $7.9B | ||
| Q3 25 | $8.0B | $7.9B | ||
| Q2 25 | $8.3B | $7.8B | ||
| Q1 25 | $7.8B | $6.6B | ||
| Q4 24 | $8.2B | $6.7B | ||
| Q3 24 | $8.0B | $6.6B | ||
| Q2 24 | $7.7B | $6.6B | ||
| Q1 24 | $8.0B | $6.4B |
负债/权益比GDDYRPM
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× | ||
| Q1 24 | — | 0.93× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $363.7M | $296.4M |
| 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% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.51× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $582.9M |
8季度趋势，按日历期对齐
经营现金流GDDYRPM
| Q4 25 | $370.6M | $345.7M | ||
| Q3 25 | $444.2M | $237.5M | ||
| Q2 25 | $379.9M | $149.2M | ||
| Q1 25 | $404.7M | $91.5M | ||
| Q4 24 | $340.5M | $279.4M | ||
| Q3 24 | $355.2M | $248.1M | ||
| Q2 24 | $294.8M | $181.2M | ||
| Q1 24 | $297.2M | $173.4M |
自由现金流GDDYRPM
| Q4 25 | $363.7M | $296.4M | ||
| Q3 25 | $434.9M | $175.0M | ||
| Q2 25 | $375.8M | $78.2M | ||
| Q1 25 | $401.1M | $33.3M | ||
| Q4 24 | $326.1M | $229.5M | ||
| Q3 24 | $350.2M | $197.3M | ||
| Q2 24 | $292.0M | $105.3M | ||
| Q1 24 | $292.8M | $124.6M |
自由现金流率GDDYRPM
| Q4 25 | 28.6% | 15.5% | ||
| Q3 25 | 34.4% | 8.3% | ||
| Q2 25 | 30.9% | 3.8% | ||
| Q1 25 | 33.6% | 2.3% | ||
| Q4 24 | 27.3% | 12.4% | ||
| Q3 24 | 30.5% | 10.0% | ||
| Q2 24 | 26.0% | 5.2% | ||
| Q1 24 | 26.4% | 8.2% |
资本支出强度GDDYRPM
| Q4 25 | 0.5% | 2.6% | ||
| Q3 25 | 0.7% | 3.0% | ||
| Q2 25 | 0.3% | 3.4% | ||
| Q1 25 | 0.3% | 3.9% | ||
| Q4 24 | 1.2% | 2.7% | ||
| Q3 24 | 0.4% | 2.6% | ||
| Q2 24 | 0.2% | 3.8% | ||
| Q1 24 | 0.4% | 3.2% |
现金转化率GDDYRPM
| Q4 25 | 1.51× | 2.14× | ||
| Q3 25 | 2.11× | 1.04× | ||
| Q2 25 | 1.90× | 0.66× | ||
| Q1 25 | 1.84× | 1.76× | ||
| Q4 24 | 1.71× | 1.53× | ||
| Q3 24 | 1.86× | 1.09× | ||
| Q2 24 | 2.02× | 1.00× | ||
| Q1 24 | 0.74× | 2.83× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
