vs
罗宾汉(HOOD)与利氏兄弟拍卖行(RBA)财务数据对比。点击上方公司名可切换其他公司
利氏兄弟拍卖行的季度营收约是罗宾汉的1.1倍($1.2B vs $1.1B),罗宾汉净利率更高(32.4% vs 9.1%,领先23.3%),罗宾汉同比增速更快(15.1% vs 5.4%),过去两年罗宾汉的营收复合增速更高(25.1% vs 6.3%)
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。
利氏兄弟拍卖行(股票代码RBA)是全球知名的工业资产拍卖服务商,注册地位于加拿大,属公开上市企业,总部设在美国伊利诺伊州韦斯特切斯特,普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
HOOD vs RBA — 直观对比
营收规模更大
RBA
是对方的1.1倍
$1.1B
营收增速更快
HOOD
高出9.7%
5.4%
净利率更高
HOOD
高出23.3%
9.1%
两年增速更快
HOOD
近两年复合增速
6.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $1.2B |
| 净利润 | $346.0M | $109.7M |
| 毛利率 | — | — |
| 营业利润率 | 38.5% | 14.7% |
| 净利率 | 32.4% | 9.1% |
| 营收同比 | 15.1% | 5.4% |
| 净利润同比 | 3.0% | -7.4% |
| 每股收益(稀释后) | $0.38 | $0.53 |
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
RBA
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $989.0M | $1.2B | ||
| Q1 25 | $927.0M | $1.1B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $637.0M | $981.8M | ||
| Q2 24 | $682.0M | $1.1B |
净利润
HOOD
RBA
| Q1 26 | $346.0M | — | ||
| Q4 25 | $605.0M | $109.7M | ||
| Q3 25 | $556.0M | $95.5M | ||
| Q2 25 | $386.0M | $109.8M | ||
| Q1 25 | $336.0M | $113.4M | ||
| Q4 24 | $916.0M | $118.5M | ||
| Q3 24 | $150.0M | $76.1M | ||
| Q2 24 | $188.0M | $111.1M |
营业利润率
HOOD
RBA
| Q1 26 | 38.5% | — | ||
| Q4 25 | 51.5% | 14.7% | ||
| Q3 25 | 49.8% | 14.5% | ||
| Q2 25 | 44.7% | 15.9% | ||
| Q1 25 | 40.0% | 17.1% | ||
| Q4 24 | 55.0% | 18.1% | ||
| Q3 24 | 24.0% | 15.6% | ||
| Q2 24 | 28.0% | 18.4% |
净利率
HOOD
RBA
| Q1 26 | 32.4% | — | ||
| Q4 25 | 47.2% | 9.1% | ||
| Q3 25 | 43.6% | 8.7% | ||
| Q2 25 | 39.0% | 9.3% | ||
| Q1 25 | 36.2% | 10.2% | ||
| Q4 24 | 90.3% | 10.4% | ||
| Q3 24 | 23.5% | 7.8% | ||
| Q2 24 | 27.6% | 10.1% |
每股收益(稀释后)
HOOD
RBA
| Q1 26 | $0.38 | — | ||
| Q4 25 | $0.65 | $0.53 | ||
| Q3 25 | $0.61 | $0.43 | ||
| Q2 25 | $0.42 | $0.53 | ||
| Q1 25 | $0.37 | $0.55 | ||
| Q4 24 | $1.00 | $0.58 | ||
| Q3 24 | $0.17 | $0.36 | ||
| Q2 24 | $0.21 | $0.54 |
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 | $531.5M |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | $9.7B | $5.6B |
| 总资产 | $45.5B | $12.1B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势,按日历期对齐
现金及短期投资
HOOD
RBA
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.3B | $531.5M | ||
| Q3 25 | $4.3B | $674.7M | ||
| Q2 25 | $4.2B | $710.2M | ||
| Q1 25 | $4.4B | $578.1M | ||
| Q4 24 | $4.3B | $533.9M | ||
| Q3 24 | $4.6B | $650.7M | ||
| Q2 24 | $4.5B | $599.5M |
总债务
HOOD
RBA
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.8B |
股东权益
HOOD
RBA
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.2B | $5.6B | ||
| Q3 25 | $8.6B | $5.5B | ||
| Q2 25 | $8.1B | $5.5B | ||
| Q1 25 | $8.0B | $5.3B | ||
| Q4 24 | $8.0B | $5.2B | ||
| Q3 24 | $7.2B | $5.2B | ||
| Q2 24 | $7.1B | $5.2B |
总资产
HOOD
RBA
| Q1 26 | $45.5B | — | ||
| Q4 25 | $38.1B | $12.1B | ||
| Q3 25 | $41.5B | $12.2B | ||
| Q2 25 | $35.3B | $12.2B | ||
| Q1 25 | $27.5B | $11.9B | ||
| Q4 24 | $26.2B | $11.8B | ||
| Q3 24 | $43.2B | $11.9B | ||
| Q2 24 | $41.3B | $12.1B |
负债/权益比
HOOD
RBA
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.52× | ||
| Q2 24 | — | 0.55× |
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 | $255.2M |
| 自由现金流经营现金流 - 资本支出 | — | $186.5M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 5.7% |
| 现金转化率经营现金流/净利润 | 5.89× | 2.33× |
| 过去12个月自由现金流最近4个季度 | — | $719.2M |
8季度趋势,按日历期对齐
经营现金流
HOOD
RBA
| Q1 26 | $2.0B | — | ||
| Q4 25 | $-937.0M | $255.2M | ||
| Q3 25 | $-1.6B | $239.7M | ||
| Q2 25 | $3.5B | $326.5M | ||
| Q1 25 | $642.0M | $156.8M | ||
| Q4 24 | $-1.4B | $184.5M | ||
| Q3 24 | $1.8B | $285.4M | ||
| Q2 24 | $54.0M | $337.3M |
自由现金流
HOOD
RBA
| Q1 26 | — | — | ||
| Q4 25 | — | $186.5M | ||
| Q3 25 | — | $188.5M | ||
| Q2 25 | — | $241.7M | ||
| Q1 25 | — | $102.5M | ||
| Q4 24 | — | $127.9M | ||
| Q3 24 | — | $248.5M | ||
| Q2 24 | — | $308.6M |
自由现金流率
HOOD
RBA
| Q1 26 | — | — | ||
| Q4 25 | — | 15.5% | ||
| Q3 25 | — | 17.3% | ||
| Q2 25 | — | 20.4% | ||
| Q1 25 | — | 9.2% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | 25.3% | ||
| Q2 24 | — | 28.2% |
资本支出强度
HOOD
RBA
| Q1 26 | — | — | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 7.2% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 3.8% | ||
| Q2 24 | — | 2.6% |
现金转化率
HOOD
RBA
| Q1 26 | 5.89× | — | ||
| Q4 25 | -1.55× | 2.33× | ||
| Q3 25 | -2.83× | 2.51× | ||
| Q2 25 | 9.09× | 2.97× | ||
| Q1 25 | 1.91× | 1.38× | ||
| Q4 24 | -1.53× | 1.56× | ||
| Q3 24 | 12.08× | 3.75× | ||
| Q2 24 | 0.29× | 3.04× |
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% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |