vs
罗宾汉（HOOD）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是罗宾汉的1.3倍（$1.4B vs $1.1B），罗宾汉净利率更高（32.4% vs 5.8%，领先26.7%），ROKU, INC同比增速更快（16.1% vs 15.1%），过去两年ROKU, INC的营收复合增速更高（25.8% 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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
HOOD vs ROKU — 直观对比
营收规模更大
ROKU
是对方的1.3倍
$1.1B
营收增速更快
ROKU
高出1.0%
15.1%
净利率更高
HOOD
高出26.7%
5.8%
两年增速更快
ROKU
近两年复合增速
25.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.4B |
| 净利润 | $346.0M | $80.5M |
| 毛利率 | — | 43.5% |
| 营业利润率 | 38.5% | 4.7% |
| 净利率 | 32.4% | 5.8% |
| 营收同比 | 15.1% | 16.1% |
| 净利润同比 | 3.0% | 326.4% |
| 每股收益（稀释后） | $0.38 | $0.55 |
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HOODROKU
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $989.0M | $1.1B | ||
| Q1 25 | $927.0M | $1.0B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $637.0M | $1.1B | ||
| Q2 24 | $682.0M | $968.2M |
净利润HOODROKU
| Q1 26 | $346.0M | — | ||
| Q4 25 | $605.0M | $80.5M | ||
| Q3 25 | $556.0M | $24.8M | ||
| Q2 25 | $386.0M | $10.5M | ||
| Q1 25 | $336.0M | $-27.4M | ||
| Q4 24 | $916.0M | $-35.5M | ||
| Q3 24 | $150.0M | $-9.0M | ||
| Q2 24 | $188.0M | $-34.0M |
毛利率HOODROKU
| Q1 26 | — | — | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | 43.4% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 43.6% | ||
| Q4 24 | — | 42.7% | ||
| Q3 24 | — | 45.2% | ||
| Q2 24 | — | 43.9% |
营业利润率HOODROKU
| Q1 26 | 38.5% | — | ||
| Q4 25 | 51.5% | 4.7% | ||
| Q3 25 | 49.8% | 0.8% | ||
| Q2 25 | 44.7% | -2.1% | ||
| Q1 25 | 40.0% | -5.7% | ||
| Q4 24 | 55.0% | -3.3% | ||
| Q3 24 | 24.0% | -3.4% | ||
| Q2 24 | 28.0% | -7.4% |
净利率HOODROKU
| Q1 26 | 32.4% | — | ||
| Q4 25 | 47.2% | 5.8% | ||
| Q3 25 | 43.6% | 2.0% | ||
| Q2 25 | 39.0% | 0.9% | ||
| Q1 25 | 36.2% | -2.7% | ||
| Q4 24 | 90.3% | -3.0% | ||
| Q3 24 | 23.5% | -0.9% | ||
| Q2 24 | 27.6% | -3.5% |
每股收益（稀释后）HOODROKU
| Q1 26 | $0.38 | — | ||
| Q4 25 | $0.65 | $0.55 | ||
| Q3 25 | $0.61 | $0.16 | ||
| Q2 25 | $0.42 | $0.07 | ||
| Q1 25 | $0.37 | $-0.19 | ||
| Q4 24 | $1.00 | $-0.24 | ||
| Q3 24 | $0.17 | $-0.06 | ||
| Q2 24 | $0.21 | $-0.24 |
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 | $2.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.7B | $2.7B |
| 总资产 | $45.5B | $4.4B |
| 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HOODROKU
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.3B | $2.3B | ||
| Q3 25 | $4.3B | $2.3B | ||
| Q2 25 | $4.2B | $2.3B | ||
| Q1 25 | $4.4B | $2.3B | ||
| Q4 24 | $4.3B | $2.2B | ||
| Q3 24 | $4.6B | $2.1B | ||
| Q2 24 | $4.5B | $2.1B |
股东权益HOODROKU
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.2B | $2.7B | ||
| Q3 25 | $8.6B | $2.6B | ||
| Q2 25 | $8.1B | $2.6B | ||
| Q1 25 | $8.0B | $2.5B | ||
| Q4 24 | $8.0B | $2.5B | ||
| Q3 24 | $7.2B | $2.5B | ||
| Q2 24 | $7.1B | $2.4B |
总资产HOODROKU
| Q1 26 | $45.5B | — | ||
| Q4 25 | $38.1B | $4.4B | ||
| Q3 25 | $41.5B | $4.4B | ||
| Q2 25 | $35.3B | $4.3B | ||
| Q1 25 | $27.5B | $4.2B | ||
| Q4 24 | $26.2B | $4.3B | ||
| Q3 24 | $43.2B | $4.3B | ||
| Q2 24 | $41.3B | $4.1B |
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 | $107.7M |
| 自由现金流经营现金流 - 资本支出 | — | $106.6M |
| 自由现金流率自由现金流/营收 | — | 7.6% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | 5.89× | 1.34× |
| 过去12个月自由现金流最近4个季度 | — | $478.4M |
8季度趋势，按日历期对齐
经营现金流HOODROKU
| Q1 26 | $2.0B | — | ||
| Q4 25 | $-937.0M | $107.7M | ||
| Q3 25 | $-1.6B | $127.6M | ||
| Q2 25 | $3.5B | $109.7M | ||
| Q1 25 | $642.0M | $138.7M | ||
| Q4 24 | $-1.4B | $79.3M | ||
| Q3 24 | $1.8B | $68.7M | ||
| Q2 24 | $54.0M | $23.4M |
自由现金流HOODROKU
| Q1 26 | — | — | ||
| Q4 25 | — | $106.6M | ||
| Q3 25 | — | $126.5M | ||
| Q2 25 | — | $108.6M | ||
| Q1 25 | — | $136.8M | ||
| Q4 24 | — | $76.8M | ||
| Q3 24 | — | $67.6M | ||
| Q2 24 | — | $22.5M |
自由现金流率HOODROKU
| Q1 26 | — | — | ||
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | — | 9.8% | ||
| Q1 25 | — | 13.4% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | — | 6.4% | ||
| Q2 24 | — | 2.3% |
资本支出强度HOODROKU
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% |
现金转化率HOODROKU
| Q1 26 | 5.89× | — | ||
| Q4 25 | -1.55× | 1.34× | ||
| Q3 25 | -2.83× | 5.14× | ||
| Q2 25 | 9.09× | 10.45× | ||
| Q1 25 | 1.91× | — | ||
| Q4 24 | -1.53× | — | ||
| Q3 24 | 12.08× | — | ||
| 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% |
ROKU
| Services | $1.2B | 88% |
| Products | $170.9M | 12% |
