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罗宾汉（HOOD）与Snowflake Inc.（SNOW）财务数据对比。点击上方公司名可切换其他公司
Snowflake Inc.的季度营收约是罗宾汉的1.3倍（$1.2B vs $927.0M），罗宾汉净利率更高（36.2% vs -24.2%，领先60.5%），Snowflake Inc.同比增速更快（28.7% vs -27.7%），过去两年Snowflake Inc.的营收复合增速更高（25.1% vs 16.6%）
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。
Snowflake Inc.是美国云数据平台服务商，创立于加利福尼亚州圣马特奥，总部位于蒙大拿州博兹曼。旗下平台支持数据分析功能，可实现数据集的低延迟并发访问，服务运行在亚马逊云科技、微软Azure、谷歌云三大公有云平台上。
HOOD vs SNOW — 直观对比
营收规模更大
SNOW
是对方的1.3倍
$927.0M
营收增速更快
SNOW
高出56.5%
-27.7%
净利率更高
HOOD
高出60.5%
-24.2%
两年增速更快
SNOW
近两年复合增速
16.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $927.0M | $1.2B |
| 净利润 | $336.0M | $-294.0M |
| 毛利率 | — | 67.8% |
| 营业利润率 | — | -27.2% |
| 净利率 | 36.2% | -24.2% |
| 营收同比 | -27.7% | 28.7% |
| 净利润同比 | -2.9% | 9.4% |
| 每股收益（稀释后） | $336.00 | $-0.87 |
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HOODSNOW
| Q1 26 | $927.0M | — | ||
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $989.0M | $1.0B | ||
| Q1 25 | $927.0M | $986.8M | ||
| Q4 24 | $1.0B | $942.1M | ||
| Q3 24 | $637.0M | $868.8M | ||
| Q2 24 | $682.0M | $828.7M |
净利润HOODSNOW
| Q1 26 | $336.0M | — | ||
| Q4 25 | $605.0M | $-294.0M | ||
| Q3 25 | $556.0M | $-298.0M | ||
| Q2 25 | $386.0M | $-430.1M | ||
| Q1 25 | $336.0M | $-327.5M | ||
| Q4 24 | $916.0M | $-324.3M | ||
| Q3 24 | $150.0M | $-316.9M | ||
| Q2 24 | $188.0M | $-317.0M |
毛利率HOODSNOW
| Q1 26 | — | — | ||
| Q4 25 | — | 67.8% | ||
| Q3 25 | — | 67.5% | ||
| Q2 25 | — | 66.5% | ||
| Q1 25 | — | 66.2% | ||
| Q4 24 | — | 65.9% | ||
| Q3 24 | — | 66.8% | ||
| Q2 24 | — | 67.1% |
营业利润率HOODSNOW
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | -27.2% | ||
| Q3 25 | 49.8% | -29.7% | ||
| Q2 25 | 44.7% | -42.9% | ||
| Q1 25 | 40.0% | -39.2% | ||
| Q4 24 | 55.0% | -38.8% | ||
| Q3 24 | 24.0% | -40.9% | ||
| Q2 24 | 28.0% | -42.1% |
净利率HOODSNOW
| Q1 26 | 36.2% | — | ||
| Q4 25 | 47.2% | -24.2% | ||
| Q3 25 | 43.6% | -26.0% | ||
| Q2 25 | 39.0% | -41.3% | ||
| Q1 25 | 36.2% | -33.2% | ||
| Q4 24 | 90.3% | -34.4% | ||
| Q3 24 | 23.5% | -36.5% | ||
| Q2 24 | 27.6% | -38.3% |
每股收益（稀释后）HOODSNOW
| Q1 26 | $336.00 | — | ||
| Q4 25 | $0.65 | $-0.87 | ||
| Q3 25 | $0.61 | $-0.89 | ||
| Q2 25 | $0.42 | $-1.29 | ||
| Q1 25 | $0.37 | $-0.98 | ||
| Q4 24 | $1.00 | $-0.98 | ||
| Q3 24 | $0.17 | $-0.95 | ||
| Q2 24 | $0.21 | $-0.95 |
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 | $1.9B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.2B | $2.1B |
| 总资产 | $38.1B | $8.2B |
| 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HOODSNOW
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $1.9B | ||
| Q3 25 | $4.3B | $1.9B | ||
| Q2 25 | $4.2B | $2.2B | ||
| Q1 25 | $4.4B | $2.6B | ||
| Q4 24 | $4.3B | $2.1B | ||
| Q3 24 | $4.6B | $1.3B | ||
| Q2 24 | $4.5B | $1.3B |
股东权益HOODSNOW
| Q1 26 | $9.2B | — | ||
| Q4 25 | $9.2B | $2.1B | ||
| Q3 25 | $8.6B | $2.4B | ||
| Q2 25 | $8.1B | $2.4B | ||
| Q1 25 | $8.0B | $3.0B | ||
| Q4 24 | $8.0B | $2.9B | ||
| Q3 24 | $7.2B | $4.1B | ||
| Q2 24 | $7.1B | $4.6B |
总资产HOODSNOW
| Q1 26 | $38.1B | — | ||
| Q4 25 | $38.1B | $8.2B | ||
| Q3 25 | $41.5B | $8.2B | ||
| Q2 25 | $35.3B | $8.2B | ||
| Q1 25 | $27.5B | $9.0B | ||
| Q4 24 | $26.2B | $8.2B | ||
| Q3 24 | $43.2B | $6.9B | ||
| Q2 24 | $41.3B | $7.3B |
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 | $137.5M |
| 自由现金流经营现金流 - 资本支出 | — | $113.6M |
| 自由现金流率自由现金流/营收 | — | 9.4% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 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 | — | $776.7M |
8季度趋势，按日历期对齐
经营现金流HOODSNOW
| Q1 26 | $642.0M | — | ||
| Q4 25 | $-937.0M | $137.5M | ||
| Q3 25 | $-1.6B | $74.9M | ||
| Q2 25 | $3.5B | $228.4M | ||
| Q1 25 | $642.0M | $432.7M | ||
| Q4 24 | $-1.4B | $101.7M | ||
| Q3 24 | $1.8B | $69.9M | ||
| Q2 24 | $54.0M | $355.5M |
自由现金流HOODSNOW
| Q1 26 | — | — | ||
| Q4 25 | — | $113.6M | ||
| Q3 25 | — | $58.2M | ||
| Q2 25 | — | $183.4M | ||
| Q1 25 | — | $421.4M | ||
| Q4 24 | — | $88.3M | ||
| Q3 24 | — | $64.8M | ||
| Q2 24 | — | $338.9M |
自由现金流率HOODSNOW
| Q1 26 | — | — | ||
| Q4 25 | — | 9.4% | ||
| Q3 25 | — | 5.1% | ||
| Q2 25 | — | 17.6% | ||
| Q1 25 | — | 42.7% | ||
| Q4 24 | — | 9.4% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 40.9% |
资本支出强度HOODSNOW
| Q1 26 | — | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 4.3% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 2.0% |
现金转化率HOODSNOW
| 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× | — | ||
| 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% |
SNOW
| Products | $1.2B | 96% |
| Professional Services And Other | $54.5M | 4% |
| Related Party | $6.7M | 1% |
