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GoDaddy（GDDY）与TRINET GROUP, INC.（TNET）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TRINET GROUP, INC.的1.0倍（$1.3B vs $1.2B），GoDaddy同比增速更快（6.8% vs -2.2%），GoDaddy自由现金流更多（$363.7M vs $43.0M），过去两年GoDaddy的营收复合增速更高（7.2% vs -0.6%）
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。
TriNet Group, Inc.是一家面向中小企业的专业雇主组织，总部位于加州都柏林，服务员工规模在3至2500人之间的各类机构。可提供薪资管理、健康福利管理服务，还能为客户提供劳动法规合规、风险降低相关咨询，可作为外包人力资源部门为企业分担人事相关事务。
GDDY vs TNET — 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9.0%
-2.2%
自由现金流更多
GDDY
多$320.7M
$43.0M
两年增速更快
GDDY
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.2B |
| 净利润 | $245.1M | — |
| 毛利率 | — | — |
| 营业利润率 | 24.9% | 0.1% |
| 净利率 | 19.2% | — |
| 营收同比 | 6.8% | -2.2% |
| 净利润同比 | 23.4% | — |
| 每股收益（稀释后） | — | $0.02 |
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GDDYTNET
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B | ||
| Q1 24 | $1.1B | $1.3B |
净利润GDDYTNET
| Q4 25 | $245.1M | — | ||
| Q3 25 | $210.5M | $34.0M | ||
| Q2 25 | $199.9M | $37.0M | ||
| Q1 25 | $219.5M | $85.0M | ||
| Q4 24 | $198.6M | — | ||
| Q3 24 | $190.5M | $45.0M | ||
| Q2 24 | $146.3M | $60.0M | ||
| Q1 24 | $401.5M | $91.0M |
营业利润率GDDYTNET
| Q4 25 | 24.9% | 0.1% | ||
| Q3 25 | 23.4% | 4.1% | ||
| Q2 25 | 21.9% | 4.1% | ||
| Q1 25 | 20.7% | 8.9% | ||
| Q4 24 | 21.4% | -2.9% | ||
| Q3 24 | 22.1% | 4.7% | ||
| Q2 24 | 18.5% | 6.5% | ||
| Q1 24 | 15.9% | 9.7% |
净利率GDDYTNET
| Q4 25 | 19.2% | — | ||
| Q3 25 | 16.6% | 2.8% | ||
| Q2 25 | 16.4% | 3.0% | ||
| Q1 25 | 18.4% | 6.6% | ||
| Q4 24 | 16.7% | — | ||
| Q3 24 | 16.6% | 3.6% | ||
| Q2 24 | 13.0% | 4.9% | ||
| Q1 24 | 36.2% | 7.2% |
每股收益（稀释后）GDDYTNET
| Q4 25 | — | $0.02 | ||
| Q3 25 | $1.51 | $0.70 | ||
| Q2 25 | $1.41 | $0.77 | ||
| Q1 25 | — | $1.71 | ||
| Q4 24 | — | $-0.44 | ||
| Q3 24 | $1.32 | $0.89 | ||
| Q2 24 | $1.01 | $1.20 | ||
| Q1 24 | — | $1.78 |
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 | — | $287.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $215.1M | $54.0M |
| 总资产 | $8.0B | $3.8B |
| 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GDDYTNET
| Q4 25 | — | $287.0M | ||
| Q3 25 | — | $321.0M | ||
| Q2 25 | — | $407.0M | ||
| Q1 25 | — | $349.0M | ||
| Q4 24 | — | $360.0M | ||
| Q3 24 | — | $301.0M | ||
| Q2 24 | — | $249.0M | ||
| Q1 24 | — | $383.0M |
股东权益GDDYTNET
| Q4 25 | $215.1M | $54.0M | ||
| Q3 25 | $91.8M | $110.0M | ||
| Q2 25 | $404.4M | $107.0M | ||
| Q1 25 | $199.7M | $63.0M | ||
| Q4 24 | $692.1M | $69.0M | ||
| Q3 24 | $356.7M | $129.0M | ||
| Q2 24 | $157.0M | $100.0M | ||
| Q1 24 | $414.8M | $143.0M |
总资产GDDYTNET
| Q4 25 | $8.0B | $3.8B | ||
| Q3 25 | $8.0B | $3.4B | ||
| Q2 25 | $8.3B | $3.7B | ||
| Q1 25 | $7.8B | $3.8B | ||
| Q4 24 | $8.2B | $4.1B | ||
| Q3 24 | $8.0B | $3.7B | ||
| Q2 24 | $7.7B | $3.7B | ||
| Q1 24 | $8.0B | $4.0B |
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 | $61.0M |
| 自由现金流经营现金流 - 资本支出 | $363.7M | $43.0M |
| 自由现金流率自由现金流/营收 | 28.6% | 3.4% |
| 资本支出强度资本支出/营收 | 0.5% | 1.4% |
| 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 | $234.0M |
8季度趋势，按日历期对齐
经营现金流GDDYTNET
| Q4 25 | $370.6M | $61.0M | ||
| Q3 25 | $444.2M | $72.0M | ||
| Q2 25 | $379.9M | $75.0M | ||
| Q1 25 | $404.7M | $95.0M | ||
| Q4 24 | $340.5M | $65.0M | ||
| Q3 24 | $355.2M | $84.0M | ||
| Q2 24 | $294.8M | $39.0M | ||
| Q1 24 | $297.2M | $91.0M |
自由现金流GDDYTNET
| Q4 25 | $363.7M | $43.0M | ||
| Q3 25 | $434.9M | $55.0M | ||
| Q2 25 | $375.8M | $57.0M | ||
| Q1 25 | $401.1M | $79.0M | ||
| Q4 24 | $326.1M | $47.0M | ||
| Q3 24 | $350.2M | $59.0M | ||
| Q2 24 | $292.0M | $22.0M | ||
| Q1 24 | $292.8M | $73.0M |
自由现金流率GDDYTNET
| Q4 25 | 28.6% | 3.4% | ||
| Q3 25 | 34.4% | 4.5% | ||
| Q2 25 | 30.9% | 4.6% | ||
| Q1 25 | 33.6% | 6.1% | ||
| Q4 24 | 27.3% | 3.7% | ||
| Q3 24 | 30.5% | 4.8% | ||
| Q2 24 | 26.0% | 1.8% | ||
| Q1 24 | 26.4% | 5.8% |
资本支出强度GDDYTNET
| Q4 25 | 0.5% | 1.4% | ||
| Q3 25 | 0.7% | 1.4% | ||
| Q2 25 | 0.3% | 1.5% | ||
| Q1 25 | 0.3% | 1.2% | ||
| Q4 24 | 1.2% | 1.4% | ||
| Q3 24 | 0.4% | 2.0% | ||
| Q2 24 | 0.2% | 1.4% | ||
| Q1 24 | 0.4% | 1.4% |
现金转化率GDDYTNET
| Q4 25 | 1.51× | — | ||
| Q3 25 | 2.11× | 2.12× | ||
| Q2 25 | 1.90× | 2.03× | ||
| Q1 25 | 1.84× | 1.12× | ||
| Q4 24 | 1.71× | — | ||
| Q3 24 | 1.86× | 1.87× | ||
| Q2 24 | 2.02× | 0.65× | ||
| Q1 24 | 0.74× | 1.00× |
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% |
TNET
| Insurance Services | $1.1B | 85% |
| Professional Services | $169.0M | 14% |
