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高途(GOTU)与HOVNANIAN ENTERPRISES INC(HOV)财务数据对比。点击上方公司名可切换其他公司
HOVNANIAN ENTERPRISES INC的季度营收约是高途的1.1倍($817.9M vs $767.1M),过去两年高途的营收复合增速更高(141.9% vs 17.3%)
高途教育是中国一家教育科技企业,成立于2014年,核心业务包括K12阶段学生的在线辅导,同时也面向成人开设外语学习与职业培训类课程,跟谁学是其旗下核心在线教育平台。
霍夫纳尼安企业是美国知名房地产企业,业务覆盖住宅开发全流程,包含设计、建造与销售,产品线丰富,不仅开发独立独栋住宅,也开发联排别墅、公寓以及养老住宅等高密度居住物业。
GOTU vs HOV — 直观对比
营收规模更大
HOV
是对方的1.1倍
$767.1M
两年增速更快
GOTU
近两年复合增速
17.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $767.1M | $817.9M |
| 净利润 | — | $-667.0K |
| 毛利率 | — | — |
| 营业利润率 | — | -0.5% |
| 净利率 | — | -0.1% |
| 营收同比 | — | -16.5% |
| 净利润同比 | — | -100.7% |
| 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
GOTU
HOV
| Q4 25 | $767.1M | $817.9M | ||
| Q3 25 | $221.8M | $800.6M | ||
| Q2 25 | $194.0M | $686.5M | ||
| Q1 25 | $205.7M | $673.6M | ||
| Q4 24 | $318.7M | $979.6M | ||
| Q3 24 | $172.2M | $722.7M | ||
| Q2 24 | $139.0M | $708.4M | ||
| Q1 24 | $131.1M | $594.2M |
净利润
GOTU
HOV
| Q4 25 | — | $-667.0K | ||
| Q3 25 | $-20.7M | $16.6M | ||
| Q2 25 | $-30.2M | $19.7M | ||
| Q1 25 | — | $28.2M | ||
| Q4 24 | — | $94.3M | ||
| Q3 24 | — | $72.9M | ||
| Q2 24 | $-59.1M | $50.8M | ||
| Q1 24 | $-1.7M | $23.9M |
毛利率
GOTU
HOV
| Q4 25 | — | — | ||
| Q3 25 | 66.1% | — | ||
| Q2 25 | 66.0% | — | ||
| Q1 25 | 69.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 64.4% | — | ||
| Q2 24 | 69.0% | — | ||
| Q1 24 | 71.3% | — |
营业利润率
GOTU
HOV
| Q4 25 | — | -0.5% | ||
| Q3 25 | -11.3% | 3.0% | ||
| Q2 25 | -17.4% | 3.9% | ||
| Q1 25 | — | 5.9% | ||
| Q4 24 | — | 12.0% | ||
| Q3 24 | — | 13.5% | ||
| Q2 24 | -46.0% | 9.8% | ||
| Q1 24 | -8.2% | 5.5% |
净利率
GOTU
HOV
| Q4 25 | — | -0.1% | ||
| Q3 25 | -9.3% | 2.1% | ||
| Q2 25 | -15.5% | 2.9% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | — | 9.6% | ||
| Q3 24 | — | 10.1% | ||
| Q2 24 | -42.5% | 7.2% | ||
| Q1 24 | -1.3% | 4.0% |
每股收益(稀释后)
GOTU
HOV
| Q4 25 | — | $-0.57 | ||
| Q3 25 | — | $1.99 | ||
| Q2 25 | — | $2.43 | ||
| Q1 25 | — | $3.58 | ||
| Q4 24 | — | $12.47 | ||
| Q3 24 | — | $9.75 | ||
| Q2 24 | — | $6.66 | ||
| Q1 24 | — | $2.91 |
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 | $596.2M | — |
| 总债务越低越好 | — | $900.7M |
| 股东权益账面价值 | $1.3B | $830.9M |
| 总资产 | $6.2B | $2.6B |
| 负债/权益比越低杠杆越低 | — | 1.08× |
8季度趋势,按日历期对齐
现金及短期投资
GOTU
HOV
| Q4 25 | $596.2M | — | ||
| Q3 25 | $318.7M | — | ||
| Q2 25 | $814.4M | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $433.8M | — | ||
| Q3 24 | $855.8M | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.2B | — |
总债务
GOTU
HOV
| Q4 25 | — | $900.7M | ||
| Q3 25 | — | $861.9M | ||
| Q2 25 | — | $864.3M | ||
| Q1 25 | — | $893.7M | ||
| Q4 24 | — | $896.2M | ||
| Q3 24 | — | $898.7M | ||
| Q2 24 | — | $933.0M | ||
| Q1 24 | — | $934.6M |
股东权益
GOTU
HOV
| Q4 25 | $1.3B | $830.9M | ||
| Q3 25 | $1.4B | $835.4M | ||
| Q2 25 | $1.6B | $820.4M | ||
| Q1 25 | $1.9B | $811.4M | ||
| Q4 24 | $264.9M | $800.3M | ||
| Q3 24 | $2.1B | $703.4M | ||
| Q2 24 | $2.7B | $647.0M | ||
| Q1 24 | $3.1B | $607.1M |
总资产
GOTU
HOV
| Q4 25 | $6.2B | $2.6B | ||
| Q3 25 | $5.1B | $2.6B | ||
| Q2 25 | $5.9B | $2.6B | ||
| Q1 25 | $5.2B | $2.5B | ||
| Q4 24 | $798.4M | $2.6B | ||
| Q3 24 | $5.2B | $2.5B | ||
| Q2 24 | $5.8B | $2.3B | ||
| Q1 24 | $5.3B | $2.3B |
负债/权益比
GOTU
HOV
| Q4 25 | — | 1.08× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | — | 1.05× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | — | 1.28× | ||
| Q2 24 | — | 1.44× | ||
| Q1 24 | — | 1.54× |
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 | — | $169.1M |
| 自由现金流经营现金流 - 资本支出 | — | $164.0M |
| 自由现金流率自由现金流/营收 | — | 20.0% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $166.2M |
8季度趋势,按日历期对齐
经营现金流
GOTU
HOV
| Q4 25 | — | $169.1M | ||
| Q3 25 | — | $52.8M | ||
| Q2 25 | — | $22.3M | ||
| Q1 25 | — | $-55.9M | ||
| Q4 24 | $35.3M | $115.8M | ||
| Q3 24 | — | $-92.3M | ||
| Q2 24 | — | $89.1M | ||
| Q1 24 | — | $-89.0M |
自由现金流
GOTU
HOV
| Q4 25 | — | $164.0M | ||
| Q3 25 | — | $45.8M | ||
| Q2 25 | — | $16.0M | ||
| Q1 25 | — | $-59.6M | ||
| Q4 24 | $10.9M | $111.4M | ||
| Q3 24 | — | $-95.8M | ||
| Q2 24 | — | $84.7M | ||
| Q1 24 | — | $-94.4M |
自由现金流率
GOTU
HOV
| Q4 25 | — | 20.0% | ||
| Q3 25 | — | 5.7% | ||
| Q2 25 | — | 2.3% | ||
| Q1 25 | — | -8.8% | ||
| Q4 24 | 3.4% | 11.4% | ||
| Q3 24 | — | -13.3% | ||
| Q2 24 | — | 12.0% | ||
| Q1 24 | — | -15.9% |
资本支出强度
GOTU
HOV
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | 7.7% | 0.5% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.6% | ||
| Q1 24 | — | 0.9% |
现金转化率
GOTU
HOV
| Q4 25 | — | — | ||
| Q3 25 | — | 3.18× | ||
| Q2 25 | — | 1.13× | ||
| Q1 25 | — | -1.98× | ||
| Q4 24 | — | 1.23× | ||
| Q3 24 | — | -1.27× | ||
| Q2 24 | — | 1.75× | ||
| Q1 24 | — | -3.72× |
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
GOTU
暂无分部数据
HOV
| Home Building | $789.8M | 97% |
| Financial Services | $28.1M | 3% |
| Management Fees | $7.1M | 1% |