vs
罗宾汉（HOOD）与莫德纳（MRNA）财务数据对比。点击上方公司名可切换其他公司
莫德纳的季度营收约是罗宾汉的1.1倍（$1.0B vs $927.0M），罗宾汉净利率更高（36.2% vs -19.7%，领先55.9%），罗宾汉同比增速更快（-27.7% vs -45.4%），过去两年罗宾汉的营收复合增速更高（16.6% vs -45.0%）
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。
莫德纳是一家总部位于美国马萨诸塞州剑桥市的生物制药企业，深耕RNA治疗领域，核心业务聚焦mRNA疫苗研发。其疫苗通过信使RNA（mRNA）分子拷贝传递蛋白合成指令以触发人体免疫反应，公司名称由“修饰”“RNA”与“现代”三个词组合而来。
HOOD vs MRNA — 直观对比
营收规模更大
MRNA
是对方的1.1倍
$927.0M
营收增速更快
HOOD
高出17.7%
-45.4%
净利率更高
HOOD
高出55.9%
-19.7%
两年增速更快
HOOD
近两年复合增速
-45.0%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $927.0M | $1.0B |
| 净利润 | $336.0M | $-200.0M |
| 毛利率 | — | 79.6% |
| 营业利润率 | — | -25.6% |
| 净利率 | 36.2% | -19.7% |
| 营收同比 | -27.7% | -45.4% |
| 净利润同比 | -2.9% | -1638.5% |
| 每股收益（稀释后） | $336.00 | $-0.51 |
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HOODMRNA
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $989.0M | — | ||
| Q1 25 | $927.0M | — | ||
| Q4 24 | $1.0B | $966.0M | ||
| Q3 24 | $637.0M | $1.9B | ||
| Q2 24 | $682.0M | — |
净利润HOODMRNA
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | — | ||
| Q3 25 | $556.0M | $-200.0M | ||
| Q2 25 | $386.0M | — | ||
| Q1 25 | $336.0M | — | ||
| Q4 24 | $916.0M | $-1.1B | ||
| Q3 24 | $150.0M | $13.0M | ||
| Q2 24 | $188.0M | — |
毛利率HOODMRNA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 79.6% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 23.5% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | — | — |
营业利润率HOODMRNA
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | — | ||
| Q3 25 | 49.8% | -25.6% | ||
| Q2 25 | 44.7% | — | ||
| Q1 25 | 40.0% | — | ||
| Q4 24 | 55.0% | -129.0% | ||
| Q3 24 | 24.0% | -3.8% | ||
| Q2 24 | 28.0% | — |
净利率HOODMRNA
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | — | ||
| Q3 25 | 43.6% | -19.7% | ||
| Q2 25 | 39.0% | — | ||
| Q1 25 | 36.2% | — | ||
| Q4 24 | 90.3% | -115.9% | ||
| Q3 24 | 23.5% | 0.7% | ||
| Q2 24 | 27.6% | — |
每股收益（稀释后）HOODMRNA
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | — | ||
| Q3 25 | $0.61 | $-0.51 | ||
| Q2 25 | $0.42 | — | ||
| Q1 25 | $0.37 | — | ||
| Q4 24 | $1.00 | $-2.91 | ||
| Q3 24 | $0.17 | $0.03 | ||
| Q2 24 | $0.21 | — |
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 | $1.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.2B | $9.3B |
| 总资产 | $38.1B | $12.1B |
| 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HOODMRNA
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | — | ||
| Q3 25 | $4.3B | $1.1B | ||
| Q2 25 | $4.2B | — | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.3B | $1.9B | ||
| Q3 24 | $4.6B | $1.6B | ||
| Q2 24 | $4.5B | — |
股东权益HOODMRNA
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | — | ||
| Q3 25 | $8.6B | $9.3B | ||
| Q2 25 | $8.1B | — | ||
| Q1 25 | $8.0B | — | ||
| Q4 24 | $8.0B | $10.9B | ||
| Q3 24 | $7.2B | $11.9B | ||
| Q2 24 | $7.1B | — |
总资产HOODMRNA
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | — | ||
| Q3 25 | $41.5B | $12.1B | ||
| Q2 25 | $35.3B | — | ||
| Q1 25 | $27.5B | — | ||
| Q4 24 | $26.2B | $14.1B | ||
| Q3 24 | $43.2B | $15.8B | ||
| Q2 24 | $41.3B | — |
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 | $-847.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-880.0M |
| 自由现金流率自由现金流/营收 | — | -86.6% |
| 资本支出强度资本支出/营收 | — | 3.2% |
| 现金转化率经营现金流/净利润 | 1.91× | — |
| 过去12个月自由现金流最近4个季度 | — | $-1.9B |
8季度趋势，按日历期对齐
经营现金流HOODMRNA
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | — | ||
| Q3 25 | $-1.6B | $-847.0M | ||
| Q2 25 | $3.5B | — | ||
| Q1 25 | $642.0M | — | ||
| Q4 24 | $-1.4B | $825.0M | ||
| Q3 24 | $1.8B | $-1.6B | ||
| Q2 24 | $54.0M | — |
自由现金流HOODMRNA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $-880.0M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $303.0M | ||
| Q3 24 | — | $-1.7B | ||
| Q2 24 | — | — |
自由现金流率HOODMRNA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -86.6% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 31.4% | ||
| Q3 24 | — | -92.2% | ||
| Q2 24 | — | — |
资本支出强度HOODMRNA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 3.2% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 54.0% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | — | — |
现金转化率HOODMRNA
| Q1 26 | 1.91× | — | ||
| Q4 25 | -1.55× | — | ||
| Q3 25 | -2.83× | — | ||
| Q2 25 | 9.09× | — | ||
| Q1 25 | 1.91× | — | ||
| Q4 24 | -1.53× | — | ||
| Q3 24 | 12.08× | -120.46× | ||
| Q2 24 | 0.29× | — |
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% |
MRNA
| COVID19 | $971.0M | 96% |
| Other Revenue | $20.0M | 2% |
| Grant | $14.0M | 1% |
| Collaboration Arrangement Including Arrangements With Affiliate | $7.0M | 1% |
| License And Royalty | $2.0M | 0% |
