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罗宾汉（HOOD）与SEI INVESTMENTS CO（SEIC）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SEI INVESTMENTS CO的2.1倍（$1.3B vs $622.2M）。罗宾汉净利率更高（47.2% vs 28.0%，领先19.1%）。罗宾汉同比增速更快（26.5% vs 13.0%）。过去两年罗宾汉的营收复合增速更高（44.1% vs 9.5%）
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。
SEI Investments是一家总部位于美国宾夕法尼亚州奥克斯的金融服务企业，服务对象涵盖机构、私人银行、投资顾问、资产管理机构及私人客户。集团通过旗下子公司及参股合作主体，管理、咨询或受托运营规模达1万亿美元的资产，覆盖对冲基金、私募股权、共同基金及各类集合或独立管理资产品类。
HOOD vs SEIC — 直观对比
营收规模更大
HOOD
是对方的2.1倍
$622.2M
营收增速更快
HOOD
高出13.5%
13.0%
净利率更高
HOOD
高出19.1%
28.0%
两年增速更快
HOOD
近两年复合增速
9.5%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $622.2M |
| 净利润 | $605.0M | $174.5M |
| 毛利率 | — | — |
| 营业利润率 | 51.5% | 30.5% |
| 净利率 | 47.2% | 28.0% |
| 营收同比 | 26.5% | 13.0% |
| 净利润同比 | -34.0% | 15.0% |
| 每股收益（稀释后） | $0.65 | $1.40 |
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HOODSEIC
| Q1 26 | — | $622.2M | ||
| Q4 25 | $1.3B | $607.9M | ||
| Q3 25 | $1.3B | $578.5M | ||
| Q2 25 | $989.0M | $559.6M | ||
| Q1 25 | $927.0M | $551.3M | ||
| Q4 24 | $1.0B | $557.2M | ||
| Q3 24 | $637.0M | $537.4M | ||
| Q2 24 | $682.0M | $519.0M |
净利润HOODSEIC
| Q1 26 | — | $174.5M | ||
| Q4 25 | $605.0M | $172.5M | ||
| Q3 25 | $556.0M | $164.2M | ||
| Q2 25 | $386.0M | $227.1M | ||
| Q1 25 | $336.0M | $151.5M | ||
| Q4 24 | $916.0M | $155.8M | ||
| Q3 24 | $150.0M | $154.9M | ||
| Q2 24 | $188.0M | $139.1M |
毛利率HOODSEIC
| Q1 26 | — | — | ||
| Q4 25 | — | 36.8% | ||
| Q3 25 | — | 35.0% | ||
| Q2 25 | — | 33.8% | ||
| Q1 25 | — | 34.9% | ||
| Q4 24 | — | 33.1% | ||
| Q3 24 | — | 33.8% | ||
| Q2 24 | — | 32.7% |
营业利润率HOODSEIC
| Q1 26 | — | 30.5% | ||
| Q4 25 | 51.5% | 26.6% | ||
| Q3 25 | 49.8% | 27.7% | ||
| Q2 25 | 44.7% | 26.6% | ||
| Q1 25 | 40.0% | 28.5% | ||
| Q4 24 | 55.0% | 26.1% | ||
| Q3 24 | 24.0% | 26.8% | ||
| Q2 24 | 28.0% | 26.3% |
净利率HOODSEIC
| Q1 26 | — | 28.0% | ||
| Q4 25 | 47.2% | 28.4% | ||
| Q3 25 | 43.6% | 28.4% | ||
| Q2 25 | 39.0% | 40.6% | ||
| Q1 25 | 36.2% | 27.5% | ||
| Q4 24 | 90.3% | 28.0% | ||
| Q3 24 | 23.5% | 28.8% | ||
| Q2 24 | 27.6% | 26.8% |
每股收益（稀释后）HOODSEIC
| Q1 26 | — | $1.40 | ||
| Q4 25 | $0.65 | $1.38 | ||
| Q3 25 | $0.61 | $1.30 | ||
| Q2 25 | $0.42 | $1.78 | ||
| Q1 25 | $0.37 | $1.17 | ||
| Q4 24 | $1.00 | $1.18 | ||
| Q3 24 | $0.17 | $1.19 | ||
| Q2 24 | $0.21 | $1.05 |
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 | $363.1M |
| 总债务越低越好 | — | $32.4M |
| 股东权益账面价值 | $9.2B | $2.5B |
| 总资产 | $38.1B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资HOODSEIC
| Q1 26 | — | $363.1M | ||
| Q4 25 | $4.3B | $399.8M | ||
| Q3 25 | $4.3B | — | ||
| Q2 25 | $4.2B | — | ||
| Q1 25 | $4.4B | $710.7M | ||
| Q4 24 | $4.3B | $839.9M | ||
| Q3 24 | $4.6B | $901.1M | ||
| Q2 24 | $4.5B | $768.3M |
总债务HOODSEIC
| Q1 26 | — | $32.4M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益HOODSEIC
| Q1 26 | — | $2.5B | ||
| Q4 25 | $9.2B | $2.4B | ||
| Q3 25 | $8.6B | $2.4B | ||
| Q2 25 | $8.1B | $2.3B | ||
| Q1 25 | $8.0B | $2.3B | ||
| Q4 24 | $8.0B | $2.3B | ||
| Q3 24 | $7.2B | $2.4B | ||
| Q2 24 | $7.1B | $2.2B |
总资产HOODSEIC
| Q1 26 | — | $3.3B | ||
| Q4 25 | $38.1B | — | ||
| Q3 25 | $41.5B | — | ||
| Q2 25 | $35.3B | $2.6B | ||
| Q1 25 | $27.5B | $2.6B | ||
| Q4 24 | $26.2B | $2.7B | ||
| Q3 24 | $43.2B | $2.7B | ||
| Q2 24 | $41.3B | $2.5B |
负债/权益比HOODSEIC
| Q1 26 | — | 0.01× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-937.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | -1.55× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流HOODSEIC
| Q1 26 | — | — | ||
| Q4 25 | $-937.0M | $126.4M | ||
| Q3 25 | $-1.6B | $238.3M | ||
| Q2 25 | $3.5B | $96.5M | ||
| Q1 25 | $642.0M | $146.5M | ||
| Q4 24 | $-1.4B | $195.3M | ||
| Q3 24 | $1.8B | $200.0M | ||
| Q2 24 | $54.0M | $114.7M |
自由现金流HOODSEIC
| Q1 26 | — | — | ||
| Q4 25 | — | $124.8M | ||
| Q3 25 | — | $229.6M | ||
| Q2 25 | — | $92.7M | ||
| Q1 25 | — | $137.8M | ||
| Q4 24 | — | $190.2M | ||
| Q3 24 | — | $193.7M | ||
| Q2 24 | — | $107.0M |
自由现金流率HOODSEIC
| Q1 26 | — | — | ||
| Q4 25 | — | 20.5% | ||
| Q3 25 | — | 39.7% | ||
| Q2 25 | — | 16.6% | ||
| Q1 25 | — | 25.0% | ||
| Q4 24 | — | 34.1% | ||
| Q3 24 | — | 36.0% | ||
| Q2 24 | — | 20.6% |
资本支出强度HOODSEIC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 1.5% |
现金转化率HOODSEIC
| Q1 26 | — | — | ||
| Q4 25 | -1.55× | 0.73× | ||
| Q3 25 | -2.83× | 1.45× | ||
| Q2 25 | 9.09× | 0.43× | ||
| Q1 25 | 1.91× | 0.97× | ||
| Q4 24 | -1.53× | 1.25× | ||
| Q3 24 | 12.08× | 1.29× | ||
| Q2 24 | 0.29× | 0.82× |
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
| Other | $365.0M | 28% |
| Options | $314.0M | 24% |
| Cryptocurrencies | $221.0M | 17% |
| Other Transaction Based Revenues | $147.0M | 11% |
| Financial Service Other | $96.0M | 7% |
| Equities | $94.0M | 7% |
| Other Revenue | $35.0M | 3% |
| Proxy Revenues | $11.0M | 1% |
SEIC
暂无分部数据
