vs
Global Payments(GPN)与Reddit, Inc.(RDDT)财务数据对比。点击上方公司名可切换其他公司
Global Payments的季度营收约是Reddit, Inc.的2.0倍($1.3B vs $663.0M),Reddit, Inc.净利率更高(30.8% vs 16.4%,领先14.4%),Reddit, Inc.同比增速更快(69.0% vs -47.1%),Global Payments自由现金流更多($347.0M vs $311.0M),过去两年Reddit, Inc.的营收复合增速更高(53.6% vs -25.9%)
Global Payments Inc.是美国跨国金融科技企业,面向商户、发卡机构及消费者提供支付技术与相关服务,支持信用卡、借记卡、数字支付及非接触式支付的交易处理,2021年6月入选《财富》500强榜单。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台,注册用户可发布链接、文字帖、图片、视频等各类内容,其他用户可对内容进行点赞或点踩,内容按主题归类到用户创建的子板块中,获赞更高的内容会排在板块前列,热度足够的内容还将展示在全站首页。
GPN vs RDDT — 直观对比
营收规模更大
GPN
是对方的2.0倍
$663.0M
营收增速更快
RDDT
高出116.1%
-47.1%
净利率更高
RDDT
高出14.4%
16.4%
自由现金流更多
GPN
多$36.0M
$311.0M
两年增速更快
RDDT
近两年复合增速
-25.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $663.0M |
| 净利润 | $217.5M | $204.0M |
| 毛利率 | 89.7% | 100.0% |
| 营业利润率 | 5.9% | 0.0% |
| 净利率 | 16.4% | 30.8% |
| 营收同比 | -47.1% | 69.0% |
| 净利润同比 | -61.6% | 680.0% |
| 每股收益(稀释后) | $0.91 | $1.01 |
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
GPN
RDDT
| Q1 26 | — | $663.0M | ||
| Q4 25 | $1.3B | $725.6M | ||
| Q3 25 | $2.0B | $584.9M | ||
| Q2 25 | $2.0B | $499.6M | ||
| Q1 25 | $2.4B | $392.4M | ||
| Q4 24 | $2.5B | $427.7M | ||
| Q3 24 | $2.6B | $348.4M | ||
| Q2 24 | $2.6B | $281.2M |
净利润
GPN
RDDT
| Q1 26 | — | $204.0M | ||
| Q4 25 | $217.5M | $251.6M | ||
| Q3 25 | $635.2M | $162.7M | ||
| Q2 25 | $241.6M | $89.3M | ||
| Q1 25 | $305.7M | $26.2M | ||
| Q4 24 | $567.2M | $71.0M | ||
| Q3 24 | $315.1M | $29.9M | ||
| Q2 24 | $374.8M | $-10.1M |
毛利率
GPN
RDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | 89.7% | 91.9% | ||
| Q3 25 | 72.3% | 91.0% | ||
| Q2 25 | 74.5% | 90.8% | ||
| Q1 25 | 61.8% | 90.5% | ||
| Q4 24 | 62.1% | 92.6% | ||
| Q3 24 | 63.6% | 90.1% | ||
| Q2 24 | 63.5% | 89.5% |
营业利润率
GPN
RDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | 5.9% | 31.9% | ||
| Q3 25 | 38.8% | 23.7% | ||
| Q2 25 | 21.8% | 13.6% | ||
| Q1 25 | 19.5% | 1.0% | ||
| Q4 24 | 33.1% | 12.4% | ||
| Q3 24 | 18.3% | 2.0% | ||
| Q2 24 | 22.3% | -11.0% |
净利率
GPN
RDDT
| Q1 26 | — | 30.8% | ||
| Q4 25 | 16.4% | 34.7% | ||
| Q3 25 | 31.6% | 27.8% | ||
| Q2 25 | 12.3% | 17.9% | ||
| Q1 25 | 12.7% | 6.7% | ||
| Q4 24 | 22.5% | 16.6% | ||
| Q3 24 | 12.1% | 8.6% | ||
| Q2 24 | 14.6% | -3.6% |
每股收益(稀释后)
GPN
RDDT
| Q1 26 | — | $1.01 | ||
| Q4 25 | $0.91 | $1.24 | ||
| Q3 25 | $2.64 | $0.80 | ||
| Q2 25 | $0.99 | $0.45 | ||
| Q1 25 | $1.24 | $0.13 | ||
| Q4 24 | $2.23 | $4.76 | ||
| Q3 24 | $1.24 | $0.16 | ||
| Q2 24 | $1.47 | $-0.06 |
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 | $8.3B | $1.4B |
| 总债务越低越好 | $19.5B | — |
| 股东权益账面价值 | $22.9B | $3.2B |
| 总资产 | $53.3B | $3.5B |
| 负债/权益比越低杠杆越低 | 0.85× | — |
8季度趋势,按日历期对齐
现金及短期投资
GPN
RDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | $8.3B | $953.6M | ||
| Q3 25 | $2.6B | $911.7M | ||
| Q2 25 | $2.6B | $734.1M | ||
| Q1 25 | $2.9B | $635.7M | ||
| Q4 24 | $2.5B | $562.1M | ||
| Q3 24 | $2.9B | $515.9M | ||
| Q2 24 | $2.1B | $468.0M |
总债务
GPN
RDDT
| Q1 26 | — | — | ||
| Q4 25 | $19.5B | — | ||
| Q3 25 | $13.3B | — | ||
| Q2 25 | $14.2B | — | ||
| Q1 25 | $15.0B | — | ||
| Q4 24 | $15.2B | — | ||
| Q3 24 | $15.2B | — | ||
| Q2 24 | $15.6B | — |
股东权益
GPN
RDDT
| Q1 26 | — | $3.2B | ||
| Q4 25 | $22.9B | $2.9B | ||
| Q3 25 | $22.7B | $2.6B | ||
| Q2 25 | $22.6B | $2.4B | ||
| Q1 25 | $22.2B | $2.2B | ||
| Q4 24 | $22.3B | $2.1B | ||
| Q3 24 | $22.8B | $2.0B | ||
| Q2 24 | $22.4B | $1.9B |
总资产
GPN
RDDT
| Q1 26 | — | $3.5B | ||
| Q4 25 | $53.3B | $3.2B | ||
| Q3 25 | $48.0B | $2.9B | ||
| Q2 25 | $48.5B | $2.6B | ||
| Q1 25 | $47.6B | $2.4B | ||
| Q4 24 | $46.9B | $2.3B | ||
| Q3 24 | $50.0B | $2.2B | ||
| Q2 24 | $50.8B | $2.1B |
负债/权益比
GPN
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 0.85× | — | ||
| Q3 25 | 0.59× | — | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.67× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.67× | — | ||
| Q2 24 | 0.70× | — |
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 | $515.2M | — |
| 自由现金流经营现金流 - 资本支出 | $347.0M | $311.0M |
| 自由现金流率自由现金流/营收 | 26.1% | 46.9% |
| 资本支出强度资本支出/营收 | 12.7% | — |
| 现金转化率经营现金流/净利润 | 2.37× | — |
| 过去12个月自由现金流最近4个季度 | $2.0B | $868.6M |
8季度趋势,按日历期对齐
经营现金流
GPN
RDDT
| Q1 26 | — | — | ||
| Q4 25 | $515.2M | $266.8M | ||
| Q3 25 | $768.7M | $185.2M | ||
| Q2 25 | $817.5M | $111.3M | ||
| Q1 25 | $555.1M | $127.6M | ||
| Q4 24 | $653.4M | $90.0M | ||
| Q3 24 | $1.7B | $71.6M | ||
| Q2 24 | $736.9M | $28.4M |
自由现金流
GPN
RDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | $347.0M | $263.6M | ||
| Q3 25 | $598.9M | $183.1M | ||
| Q2 25 | $665.4M | $110.8M | ||
| Q1 25 | $427.5M | $126.6M | ||
| Q4 24 | $469.4M | $89.2M | ||
| Q3 24 | $1.6B | $70.3M | ||
| Q2 24 | $557.7M | $27.2M |
自由现金流率
GPN
RDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | 26.1% | 36.3% | ||
| Q3 25 | 29.8% | 31.3% | ||
| Q2 25 | 34.0% | 22.2% | ||
| Q1 25 | 17.7% | 32.3% | ||
| Q4 24 | 18.7% | 20.8% | ||
| Q3 24 | 60.0% | 20.2% | ||
| Q2 24 | 21.7% | 9.7% |
资本支出强度
GPN
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 12.7% | 0.4% | ||
| Q3 25 | 8.5% | 0.4% | ||
| Q2 25 | 7.8% | 0.1% | ||
| Q1 25 | 5.3% | 0.2% | ||
| Q4 24 | 7.3% | 0.2% | ||
| Q3 24 | 6.4% | 0.4% | ||
| Q2 24 | 7.0% | 0.4% |
现金转化率
GPN
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 2.37× | 1.06× | ||
| Q3 25 | 1.21× | 1.14× | ||
| Q2 25 | 3.38× | 1.25× | ||
| Q1 25 | 1.82× | 4.88× | ||
| Q4 24 | 1.15× | 1.27× | ||
| Q3 24 | 5.48× | 2.40× | ||
| Q2 24 | 1.97× | — |
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
GPN
| Integrated And Embedded Solutions | $869.3M | 65% |
| Point Of Sale And Software Solutions | $281.7M | 21% |
| Other | $178.4M | 13% |
RDDT
暂无分部数据