vs
罗宾汉（HOOD）与Reddit, Inc.（RDDT）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Reddit, Inc.的1.5倍（$1.1B vs $725.6M），Reddit, Inc.净利率更高（34.7% vs 32.4%，领先2.2%），Reddit, Inc.同比增速更快（69.7% vs 15.1%），过去两年Reddit, Inc.的营收复合增速更高（72.8% vs 25.1%）
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。
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。
HOOD vs RDDT — 直观对比
营收规模更大
HOOD
是对方的1.5倍
$725.6M
营收增速更快
RDDT
高出54.5%
15.1%
净利率更高
RDDT
高出2.2%
32.4%
两年增速更快
RDDT
近两年复合增速
25.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $725.6M |
| 净利润 | $346.0M | $251.6M |
| 毛利率 | — | 91.9% |
| 营业利润率 | 38.5% | 31.9% |
| 净利率 | 32.4% | 34.7% |
| 营收同比 | 15.1% | 69.7% |
| 净利润同比 | 3.0% | 254.2% |
| 每股收益（稀释后） | $0.38 | $1.24 |
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HOODRDDT
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.3B | $725.6M | ||
| Q3 25 | $1.3B | $584.9M | ||
| Q2 25 | $989.0M | $499.6M | ||
| Q1 25 | $927.0M | $392.4M | ||
| Q4 24 | $1.0B | $427.7M | ||
| Q3 24 | $637.0M | $348.4M | ||
| Q2 24 | $682.0M | $281.2M |
净利润HOODRDDT
| Q1 26 | $346.0M | — | ||
| Q4 25 | $605.0M | $251.6M | ||
| Q3 25 | $556.0M | $162.7M | ||
| Q2 25 | $386.0M | $89.3M | ||
| Q1 25 | $336.0M | $26.2M | ||
| Q4 24 | $916.0M | $71.0M | ||
| Q3 24 | $150.0M | $29.9M | ||
| Q2 24 | $188.0M | $-10.1M |
毛利率HOODRDDT
| Q1 26 | — | — | ||
| Q4 25 | — | 91.9% | ||
| Q3 25 | — | 91.0% | ||
| Q2 25 | — | 90.8% | ||
| Q1 25 | — | 90.5% | ||
| Q4 24 | — | 92.6% | ||
| Q3 24 | — | 90.1% | ||
| Q2 24 | — | 89.5% |
营业利润率HOODRDDT
| Q1 26 | 38.5% | — | ||
| Q4 25 | 51.5% | 31.9% | ||
| Q3 25 | 49.8% | 23.7% | ||
| Q2 25 | 44.7% | 13.6% | ||
| Q1 25 | 40.0% | 1.0% | ||
| Q4 24 | 55.0% | 12.4% | ||
| Q3 24 | 24.0% | 2.0% | ||
| Q2 24 | 28.0% | -11.0% |
净利率HOODRDDT
| Q1 26 | 32.4% | — | ||
| Q4 25 | 47.2% | 34.7% | ||
| Q3 25 | 43.6% | 27.8% | ||
| Q2 25 | 39.0% | 17.9% | ||
| Q1 25 | 36.2% | 6.7% | ||
| Q4 24 | 90.3% | 16.6% | ||
| Q3 24 | 23.5% | 8.6% | ||
| Q2 24 | 27.6% | -3.6% |
每股收益（稀释后）HOODRDDT
| Q1 26 | $0.38 | — | ||
| Q4 25 | $0.65 | $1.24 | ||
| Q3 25 | $0.61 | $0.80 | ||
| Q2 25 | $0.42 | $0.45 | ||
| Q1 25 | $0.37 | $0.13 | ||
| Q4 24 | $1.00 | $4.76 | ||
| Q3 24 | $0.17 | $0.16 | ||
| Q2 24 | $0.21 | $-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 | $5.0B | $953.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.7B | $2.9B |
| 总资产 | $45.5B | $3.2B |
| 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HOODRDDT
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.3B | $953.6M | ||
| Q3 25 | $4.3B | $911.7M | ||
| Q2 25 | $4.2B | $734.1M | ||
| Q1 25 | $4.4B | $635.7M | ||
| Q4 24 | $4.3B | $562.1M | ||
| Q3 24 | $4.6B | $515.9M | ||
| Q2 24 | $4.5B | $468.0M |
股东权益HOODRDDT
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.2B | $2.9B | ||
| Q3 25 | $8.6B | $2.6B | ||
| Q2 25 | $8.1B | $2.4B | ||
| Q1 25 | $8.0B | $2.2B | ||
| Q4 24 | $8.0B | $2.1B | ||
| Q3 24 | $7.2B | $2.0B | ||
| Q2 24 | $7.1B | $1.9B |
总资产HOODRDDT
| Q1 26 | $45.5B | — | ||
| Q4 25 | $38.1B | $3.2B | ||
| Q3 25 | $41.5B | $2.9B | ||
| Q2 25 | $35.3B | $2.6B | ||
| Q1 25 | $27.5B | $2.4B | ||
| Q4 24 | $26.2B | $2.3B | ||
| Q3 24 | $43.2B | $2.2B | ||
| Q2 24 | $41.3B | $2.1B |
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 | $266.8M |
| 自由现金流经营现金流 - 资本支出 | — | $263.6M |
| 自由现金流率自由现金流/营收 | — | 36.3% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 5.89× | 1.06× |
| 过去12个月自由现金流最近4个季度 | — | $684.2M |
8季度趋势，按日历期对齐
经营现金流HOODRDDT
| Q1 26 | $2.0B | — | ||
| Q4 25 | $-937.0M | $266.8M | ||
| Q3 25 | $-1.6B | $185.2M | ||
| Q2 25 | $3.5B | $111.3M | ||
| Q1 25 | $642.0M | $127.6M | ||
| Q4 24 | $-1.4B | $90.0M | ||
| Q3 24 | $1.8B | $71.6M | ||
| Q2 24 | $54.0M | $28.4M |
自由现金流HOODRDDT
| Q1 26 | — | — | ||
| Q4 25 | — | $263.6M | ||
| Q3 25 | — | $183.1M | ||
| Q2 25 | — | $110.8M | ||
| Q1 25 | — | $126.6M | ||
| Q4 24 | — | $89.2M | ||
| Q3 24 | — | $70.3M | ||
| Q2 24 | — | $27.2M |
自由现金流率HOODRDDT
| Q1 26 | — | — | ||
| Q4 25 | — | 36.3% | ||
| Q3 25 | — | 31.3% | ||
| Q2 25 | — | 22.2% | ||
| Q1 25 | — | 32.3% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | — | 20.2% | ||
| Q2 24 | — | 9.7% |
资本支出强度HOODRDDT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% |
现金转化率HOODRDDT
| Q1 26 | 5.89× | — | ||
| Q4 25 | -1.55× | 1.06× | ||
| Q3 25 | -2.83× | 1.14× | ||
| Q2 25 | 9.09× | 1.25× | ||
| Q1 25 | 1.91× | 4.88× | ||
| Q4 24 | -1.53× | 1.27× | ||
| Q3 24 | 12.08× | 2.40× | ||
| 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
| 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% |
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |
