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罗宾汉(HOOD)与Monolithic Power Systems(MPWR)财务数据对比。点击上方公司名可切换其他公司
罗宾汉的季度营收约是Monolithic Power Systems的1.2倍($927.0M vs $751.2M),罗宾汉净利率更高(36.2% vs 22.9%,领先13.4%),Monolithic Power Systems同比增速更快(20.8% vs -27.7%),过去两年Monolithic Power Systems的营收复合增速更高(28.1% vs 16.6%)
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。
Monolithic Power Systems(简称MPS)是一家美国上市企业,总部位于华盛顿州柯克兰市,主营高性能电源管理类产品的研发、生产与销售,目前在全球范围内设有超过15个运营站点,业务覆盖多个国家和地区。
HOOD vs MPWR — 直观对比
营收规模更大
HOOD
是对方的1.2倍
$751.2M
营收增速更快
MPWR
高出48.6%
-27.7%
净利率更高
HOOD
高出13.4%
22.9%
两年增速更快
MPWR
近两年复合增速
16.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $927.0M | $751.2M |
| 净利润 | $336.0M | $171.7M |
| 毛利率 | — | 55.2% |
| 营业利润率 | — | 26.6% |
| 净利率 | 36.2% | 22.9% |
| 营收同比 | -27.7% | 20.8% |
| 净利润同比 | -2.9% | -86.3% |
| 每股收益(稀释后) | $336.00 | $3.50 |
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
MPWR
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | $751.2M | ||
| Q3 25 | $1.3B | $737.2M | ||
| Q2 25 | $989.0M | $664.6M | ||
| Q1 25 | $927.0M | $637.6M | ||
| Q4 24 | $1.0B | $621.7M | ||
| Q3 24 | $637.0M | $620.1M | ||
| Q2 24 | $682.0M | $507.4M |
净利润
HOOD
MPWR
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | $171.7M | ||
| Q3 25 | $556.0M | $179.8M | ||
| Q2 25 | $386.0M | $135.0M | ||
| Q1 25 | $336.0M | $135.1M | ||
| Q4 24 | $916.0M | $1.3B | ||
| Q3 24 | $150.0M | $144.4M | ||
| Q2 24 | $188.0M | $100.4M |
毛利率
HOOD
MPWR
| Q1 26 | — | — | ||
| Q4 25 | — | 55.2% | ||
| Q3 25 | — | 55.1% | ||
| Q2 25 | — | 55.1% | ||
| Q1 25 | — | 55.4% | ||
| Q4 24 | — | 55.4% | ||
| Q3 24 | — | 55.4% | ||
| Q2 24 | — | 55.3% |
营业利润率
HOOD
MPWR
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | 26.6% | ||
| Q3 25 | 49.8% | 26.5% | ||
| Q2 25 | 44.7% | 24.8% | ||
| Q1 25 | 40.0% | 26.5% | ||
| Q4 24 | 55.0% | 26.3% | ||
| Q3 24 | 24.0% | 26.5% | ||
| Q2 24 | 28.0% | 23.0% |
净利率
HOOD
MPWR
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | 22.9% | ||
| Q3 25 | 43.6% | 24.4% | ||
| Q2 25 | 39.0% | 20.3% | ||
| Q1 25 | 36.2% | 21.2% | ||
| Q4 24 | 90.3% | 201.8% | ||
| Q3 24 | 23.5% | 23.3% | ||
| Q2 24 | 27.6% | 19.8% |
每股收益(稀释后)
HOOD
MPWR
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | $3.50 | ||
| Q3 25 | $0.61 | $3.74 | ||
| Q2 25 | $0.42 | $2.81 | ||
| Q1 25 | $0.37 | $2.81 | ||
| Q4 24 | $1.00 | $25.71 | ||
| Q3 24 | $0.17 | $2.95 | ||
| Q2 24 | $0.21 | $2.05 |
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 | $4.3B | $1.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.2B | $3.5B |
| 总资产 | $38.1B | $4.2B |
| 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
HOOD
MPWR
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $1.3B | ||
| Q3 25 | $4.3B | $1.3B | ||
| Q2 25 | $4.2B | $1.1B | ||
| Q1 25 | $4.4B | $1.0B | ||
| Q4 24 | $4.3B | $862.9M | ||
| Q3 24 | $4.6B | $1.5B | ||
| Q2 24 | $4.5B | $1.3B |
股东权益
HOOD
MPWR
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | $3.5B | ||
| Q3 25 | $8.6B | $3.4B | ||
| Q2 25 | $8.1B | $3.2B | ||
| Q1 25 | $8.0B | $3.1B | ||
| Q4 24 | $8.0B | $3.0B | ||
| Q3 24 | $7.2B | $2.4B | ||
| Q2 24 | $7.1B | $2.2B |
总资产
HOOD
MPWR
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | $4.2B | ||
| Q3 25 | $41.5B | $4.1B | ||
| Q2 25 | $35.3B | $3.9B | ||
| Q1 25 | $27.5B | $3.7B | ||
| Q4 24 | $26.2B | $3.5B | ||
| Q3 24 | $43.2B | $2.9B | ||
| Q2 24 | $41.3B | $2.6B |
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 | $642.0M | $104.9M |
| 自由现金流经营现金流 - 资本支出 | — | $63.9M |
| 自由现金流率自由现金流/营收 | — | 8.5% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | 1.91× | 0.61× |
| 过去12个月自由现金流最近4个季度 | — | $666.2M |
8季度趋势,按日历期对齐
经营现金流
HOOD
MPWR
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | $104.9M | ||
| Q3 25 | $-1.6B | $239.3M | ||
| Q2 25 | $3.5B | $237.6M | ||
| Q1 25 | $642.0M | $256.4M | ||
| Q4 24 | $-1.4B | $167.7M | ||
| Q3 24 | $1.8B | $231.7M | ||
| Q2 24 | $54.0M | $141.0M |
自由现金流
HOOD
MPWR
| Q1 26 | — | — | ||
| Q4 25 | — | $63.9M | ||
| Q3 25 | — | $196.8M | ||
| Q2 25 | — | $189.5M | ||
| Q1 25 | — | $216.0M | ||
| Q4 24 | — | $102.9M | ||
| Q3 24 | — | $197.9M | ||
| Q2 24 | — | $109.5M |
自由现金流率
HOOD
MPWR
| Q1 26 | — | — | ||
| Q4 25 | — | 8.5% | ||
| Q3 25 | — | 26.7% | ||
| Q2 25 | — | 28.5% | ||
| Q1 25 | — | 33.9% | ||
| Q4 24 | — | 16.5% | ||
| Q3 24 | — | 31.9% | ||
| Q2 24 | — | 21.6% |
资本支出强度
HOOD
MPWR
| Q1 26 | — | — | ||
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | — | 7.2% | ||
| Q1 25 | — | 6.3% | ||
| Q4 24 | — | 10.4% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | 6.2% |
现金转化率
HOOD
MPWR
| Q1 26 | 1.91× | — | ||
| Q4 25 | -1.55× | 0.61× | ||
| Q3 25 | -2.83× | 1.33× | ||
| Q2 25 | 9.09× | 1.76× | ||
| Q1 25 | 1.91× | 1.90× | ||
| Q4 24 | -1.53× | 0.13× | ||
| Q3 24 | 12.08× | 1.60× | ||
| Q2 24 | 0.29× | 1.40× |
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
| Transaction-based revenues | $583.0M | 63% |
| Other | $290.0M | 31% |
| Other revenues | $54.0M | 6% |
MPWR
暂无分部数据