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罗宾汉(HOOD)与Masco(MAS)财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是罗宾汉的1.8倍($1.9B vs $1.1B),罗宾汉净利率更高(32.4% vs 11.9%,领先20.5%),罗宾汉同比增速更快(15.1% vs 6.5%),过去两年罗宾汉的营收复合增速更高(25.1% vs -4.2%)
罗宾汉市场(Robinhood Markets, Inc.)是总部位于美国加利福尼亚州门洛帕克的金融服务企业,旗下电子交易平台支持股票、ETF、期权、期货、加密货币等品类交易,还提供加密货币钱包、财富管理、信用卡等金融服务,部分银行服务与FDIC投保银行合作推出,同时运营新闻网站Sherwood.News。
美国家居建材企业Masco主营家装及新建住宅市场相关产品,旗下拥有20余家子公司,在全球运营近80座生产工厂,其中美国本土近60座,海外地区超20座。公司1969年于纽交所挂牌上市,后实现快速增长,成功跻身美国财富500强榜单。
HOOD vs MAS — 直观对比
营收规模更大
MAS
是对方的1.8倍
$1.1B
营收增速更快
HOOD
高出8.6%
6.5%
净利率更高
HOOD
高出20.5%
11.9%
两年增速更快
HOOD
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $1.9B |
| 净利润 | $346.0M | $228.0M |
| 毛利率 | — | 35.8% |
| 营业利润率 | 38.5% | 16.5% |
| 净利率 | 32.4% | 11.9% |
| 营收同比 | 15.1% | 6.5% |
| 净利润同比 | 3.0% | 14.5% |
| 每股收益(稀释后) | $0.38 | — |
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
HOOD
MAS
| Q1 26 | $1.1B | $1.9B | ||
| Q4 25 | $1.3B | $1.8B | ||
| Q3 25 | $1.3B | $1.9B | ||
| Q2 25 | $989.0M | $2.1B | ||
| Q1 25 | $927.0M | $1.8B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $637.0M | $2.0B | ||
| Q2 24 | $682.0M | $2.1B |
净利润
HOOD
MAS
| Q1 26 | $346.0M | $228.0M | ||
| Q4 25 | $605.0M | $165.0M | ||
| Q3 25 | $556.0M | $189.0M | ||
| Q2 25 | $386.0M | $270.0M | ||
| Q1 25 | $336.0M | $186.0M | ||
| Q4 24 | $916.0M | $182.0M | ||
| Q3 24 | $150.0M | $167.0M | ||
| Q2 24 | $188.0M | $258.0M |
毛利率
HOOD
MAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | — | 33.9% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | — | 37.6% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 34.8% | ||
| Q3 24 | — | 36.6% | ||
| Q2 24 | — | 37.5% |
营业利润率
HOOD
MAS
| Q1 26 | 38.5% | 16.5% | ||
| Q4 25 | 51.5% | 13.8% | ||
| Q3 25 | 49.8% | 15.8% | ||
| Q2 25 | 44.7% | 20.1% | ||
| Q1 25 | 40.0% | 15.9% | ||
| Q4 24 | 55.0% | 15.9% | ||
| Q3 24 | 24.0% | 18.0% | ||
| Q2 24 | 28.0% | 19.0% |
净利率
HOOD
MAS
| Q1 26 | 32.4% | 11.9% | ||
| Q4 25 | 47.2% | 9.2% | ||
| Q3 25 | 43.6% | 9.9% | ||
| Q2 25 | 39.0% | 13.2% | ||
| Q1 25 | 36.2% | 10.3% | ||
| Q4 24 | 90.3% | 10.0% | ||
| Q3 24 | 23.5% | 8.4% | ||
| Q2 24 | 27.6% | 12.3% |
每股收益(稀释后)
HOOD
MAS
| Q1 26 | $0.38 | — | ||
| Q4 25 | $0.65 | $0.81 | ||
| Q3 25 | $0.61 | $0.90 | ||
| Q2 25 | $0.42 | $1.28 | ||
| Q1 25 | $0.37 | $0.87 | ||
| Q4 24 | $1.00 | $0.85 | ||
| Q3 24 | $0.17 | $0.77 | ||
| Q2 24 | $0.21 | $1.17 |
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 | $5.0B | — |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $9.7B | $27.0M |
| 总资产 | $45.5B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 109.07× |
8季度趋势,按日历期对齐
现金及短期投资
HOOD
MAS
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.3B | $647.0M | ||
| Q3 25 | $4.3B | $559.0M | ||
| Q2 25 | $4.2B | $390.0M | ||
| Q1 25 | $4.4B | $377.0M | ||
| Q4 24 | $4.3B | $634.0M | ||
| Q3 24 | $4.6B | $646.0M | ||
| Q2 24 | $4.5B | $398.0M |
总债务
HOOD
MAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
HOOD
MAS
| Q1 26 | $9.7B | $27.0M | ||
| Q4 25 | $9.2B | $-185.0M | ||
| Q3 25 | $8.6B | $-78.0M | ||
| Q2 25 | $8.1B | $-84.0M | ||
| Q1 25 | $8.0B | $-254.0M | ||
| Q4 24 | $8.0B | $-279.0M | ||
| Q3 24 | $7.2B | $-88.0M | ||
| Q2 24 | $7.1B | $-26.0M |
总资产
HOOD
MAS
| Q1 26 | $45.5B | $5.2B | ||
| Q4 25 | $38.1B | $5.2B | ||
| Q3 25 | $41.5B | $5.3B | ||
| Q2 25 | $35.3B | $5.3B | ||
| Q1 25 | $27.5B | $5.1B | ||
| Q4 24 | $26.2B | $5.0B | ||
| Q3 24 | $43.2B | $5.3B | ||
| Q2 24 | $41.3B | $5.4B |
负债/权益比
HOOD
MAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $2.0B | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 1.8% |
| 现金转化率经营现金流/净利润 | 5.89× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
HOOD
MAS
| Q1 26 | $2.0B | — | ||
| Q4 25 | $-937.0M | $418.0M | ||
| Q3 25 | $-1.6B | $456.0M | ||
| Q2 25 | $3.5B | $306.0M | ||
| Q1 25 | $642.0M | $-158.0M | ||
| Q4 24 | $-1.4B | $407.0M | ||
| Q3 24 | $1.8B | $416.0M | ||
| Q2 24 | $54.0M | $346.0M |
自由现金流
HOOD
MAS
| Q1 26 | — | — | ||
| Q4 25 | — | $371.0M | ||
| Q3 25 | — | $415.0M | ||
| Q2 25 | — | $270.0M | ||
| Q1 25 | — | $-190.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $378.0M | ||
| Q2 24 | — | $303.0M |
自由现金流率
HOOD
MAS
| Q1 26 | — | — | ||
| Q4 25 | — | 20.7% | ||
| Q3 25 | — | 21.6% | ||
| Q2 25 | — | 13.2% | ||
| Q1 25 | — | -10.5% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 19.1% | ||
| Q2 24 | — | 14.5% |
资本支出强度
HOOD
MAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.1% |
现金转化率
HOOD
MAS
| Q1 26 | 5.89× | — | ||
| Q4 25 | -1.55× | 2.53× | ||
| Q3 25 | -2.83× | 2.41× | ||
| Q2 25 | 9.09× | 1.13× | ||
| Q1 25 | 1.91× | -0.85× | ||
| Q4 24 | -1.53× | 2.24× | ||
| Q3 24 | 12.08× | 2.49× | ||
| Q2 24 | 0.29× | 1.34× |
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
HOOD
| Net interest | $359.0M | 34% |
| Options | $260.0M | 24% |
| Other transaction | $147.0M | 14% |
| Cryptocurrencies | $134.0M | 13% |
| Other revenues | $85.0M | 8% |
| Equities | $82.0M | 8% |
MAS
暂无分部数据