vs
Intuit(INTU)与PILGRIMS PRIDE CORP(PPC)财务数据对比。点击上方公司名可切换其他公司
PILGRIMS PRIDE CORP的季度营收约是Intuit的1.2倍($4.5B vs $3.9B),Intuit净利率更高(11.5% vs 1.9%,领先9.5%),Intuit同比增速更快(18.3% vs 3.3%),Intuit自由现金流更多($599.0M vs $10.0M),过去两年Intuit的营收复合增速更高(7.1% vs 1.8%)
Intuit是总部位于美国加利福尼亚州山景城的跨国商业软件企业,专注于财务软件领域,现任首席执行官为萨桑·古达齐。旗下核心产品包括报税软件TurboTax、小微企业会计软件QuickBooks、信用监测及个人理财服务Credit Karma、邮件营销平台Mailchimp,服务覆盖个人及企业财税、营销等多个场景。
Pilgrim's Pride是美国跨国食品企业,为美国及波多黎各最大的鸡肉生产商之一,同时是墨西哥第二大鸡肉生产商。公司2009年12月脱离破产状态,2011年将美国总部迁至科罗拉多州格里利,由JBS集团控股,2016年11月底以3.5亿美元收购Gold'n Plump。
INTU vs PPC — 直观对比
营收规模更大
PPC
是对方的1.2倍
$3.9B
营收增速更快
INTU
高出15.0%
3.3%
净利率更高
INTU
高出9.5%
1.9%
自由现金流更多
INTU
多$589.0M
$10.0M
两年增速更快
INTU
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $3.9B | $4.5B |
| 净利润 | $446.0M | $88.0M |
| 毛利率 | — | 9.5% |
| 营业利润率 | 13.7% | 4.5% |
| 净利率 | 11.5% | 1.9% |
| 营收同比 | 18.3% | 3.3% |
| 净利润同比 | 126.4% | -62.7% |
| 每股收益(稀释后) | $1.59 | $0.37 |
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
INTU
PPC
| Q4 25 | $3.9B | $4.5B | ||
| Q3 25 | $3.8B | $4.8B | ||
| Q2 25 | $7.8B | $4.8B | ||
| Q1 25 | $4.0B | $4.5B | ||
| Q4 24 | $3.3B | $4.4B | ||
| Q3 24 | $3.2B | $4.6B | ||
| Q2 24 | $6.7B | $4.6B | ||
| Q1 24 | $3.4B | $4.4B |
净利润
INTU
PPC
| Q4 25 | $446.0M | $88.0M | ||
| Q3 25 | $381.0M | $342.8M | ||
| Q2 25 | $2.8B | $355.5M | ||
| Q1 25 | $471.0M | $296.0M | ||
| Q4 24 | $197.0M | $235.9M | ||
| Q3 24 | $-20.0M | $349.9M | ||
| Q2 24 | $2.4B | $326.3M | ||
| Q1 24 | $353.0M | $174.4M |
毛利率
INTU
PPC
| Q4 25 | — | 9.5% | ||
| Q3 25 | — | 13.9% | ||
| Q2 25 | — | 15.0% | ||
| Q1 25 | — | 12.4% | ||
| Q4 24 | — | 12.7% | ||
| Q3 24 | — | 14.9% | ||
| Q2 24 | — | 15.2% | ||
| Q1 24 | — | 8.8% |
营业利润率
INTU
PPC
| Q4 25 | 13.7% | 4.5% | ||
| Q3 25 | 8.8% | 10.4% | ||
| Q2 25 | 48.0% | 10.8% | ||
| Q1 25 | 15.0% | 9.1% | ||
| Q4 24 | 8.3% | 7.0% | ||
| Q3 24 | -4.7% | 11.1% | ||
| Q2 24 | 46.1% | 9.7% | ||
| Q1 24 | 10.9% | 5.7% |
净利率
INTU
PPC
| Q4 25 | 11.5% | 1.9% | ||
| Q3 25 | 9.9% | 7.2% | ||
| Q2 25 | 36.4% | 7.5% | ||
| Q1 25 | 11.9% | 6.6% | ||
| Q4 24 | 6.0% | 5.4% | ||
| Q3 24 | -0.6% | 7.6% | ||
| Q2 24 | 35.5% | 7.2% | ||
| Q1 24 | 10.4% | 4.0% |
每股收益(稀释后)
INTU
PPC
| Q4 25 | $1.59 | $0.37 | ||
| Q3 25 | $1.28 | $1.44 | ||
| Q2 25 | $10.02 | $1.49 | ||
| Q1 25 | $1.67 | $1.24 | ||
| Q4 24 | $0.70 | $1.00 | ||
| Q3 24 | $-0.09 | $1.47 | ||
| Q2 24 | $8.42 | $1.37 | ||
| Q1 24 | $1.25 | $0.73 |
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 | $3.5B | $640.2M |
| 总债务越低越好 | $6.1B | $3.1B |
| 股东权益账面价值 | $19.3B | $3.7B |
| 总资产 | $33.2B | $10.3B |
| 负债/权益比越低杠杆越低 | 0.32× | 0.84× |
8季度趋势,按日历期对齐
现金及短期投资
INTU
PPC
| Q4 25 | $3.5B | $640.2M | ||
| Q3 25 | $2.9B | $612.6M | ||
| Q2 25 | $5.4B | $849.0M | ||
| Q1 25 | $2.4B | $2.1B | ||
| Q4 24 | $2.9B | $2.0B | ||
| Q3 24 | $3.6B | $1.9B | ||
| Q2 24 | $4.2B | $1.3B | ||
| Q1 24 | $1.5B | $870.8M |
总债务
INTU
PPC
| Q4 25 | $6.1B | $3.1B | ||
| Q3 25 | $6.0B | $3.1B | ||
| Q2 25 | $6.4B | $3.1B | ||
| Q1 25 | $6.3B | $3.2B | ||
| Q4 24 | $6.1B | $3.2B | ||
| Q3 24 | $6.0B | $3.2B | ||
| Q2 24 | $6.0B | $3.2B | ||
| Q1 24 | $6.0B | $3.3B |
股东权益
INTU
PPC
| Q4 25 | $19.3B | $3.7B | ||
| Q3 25 | $19.7B | $3.5B | ||
| Q2 25 | $20.1B | $3.7B | ||
| Q1 25 | $17.9B | $3.1B | ||
| Q4 24 | $18.1B | $4.2B | ||
| Q3 24 | $18.4B | $4.2B | ||
| Q2 24 | $18.8B | $3.7B | ||
| Q1 24 | $16.9B | $3.5B |
总资产
INTU
PPC
| Q4 25 | $33.2B | $10.3B | ||
| Q3 25 | $37.0B | $10.0B | ||
| Q2 25 | $36.6B | $10.1B | ||
| Q1 25 | $31.7B | $11.0B | ||
| Q4 24 | $33.2B | $10.7B | ||
| Q3 24 | $32.1B | $10.7B | ||
| Q2 24 | $31.6B | $10.1B | ||
| Q1 24 | $29.7B | $9.8B |
负债/权益比
INTU
PPC
| Q4 25 | 0.32× | 0.84× | ||
| Q3 25 | 0.30× | 0.87× | ||
| Q2 25 | 0.32× | 0.83× | ||
| Q1 25 | 0.35× | 1.02× | ||
| Q4 24 | 0.34× | 0.76× | ||
| Q3 24 | 0.33× | 0.76× | ||
| Q2 24 | 0.32× | 0.85× | ||
| Q1 24 | 0.35× | 0.96× |
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 | $637.0M | $291.2M |
| 自由现金流经营现金流 - 资本支出 | $599.0M | $10.0M |
| 自由现金流率自由现金流/营收 | 15.4% | 0.2% |
| 资本支出强度资本支出/营收 | 1.0% | 6.2% |
| 现金转化率经营现金流/净利润 | 1.43× | 3.31× |
| 过去12个月自由现金流最近4个季度 | $6.4B | $653.1M |
8季度趋势,按日历期对齐
经营现金流
INTU
PPC
| Q4 25 | $637.0M | $291.2M | ||
| Q3 25 | $381.0M | $458.3M | ||
| Q2 25 | $4.4B | $495.2M | ||
| Q1 25 | $1.1B | $126.9M | ||
| Q4 24 | $362.0M | $349.3M | ||
| Q3 24 | $417.0M | $651.1M | ||
| Q2 24 | $4.0B | $718.6M | ||
| Q1 24 | $613.0M | $271.0M |
自由现金流
INTU
PPC
| Q4 25 | $599.0M | $10.0M | ||
| Q3 25 | $366.0M | $275.9M | ||
| Q2 25 | $4.4B | $339.1M | ||
| Q1 25 | $1.0B | $28.1M | ||
| Q4 24 | $329.0M | $176.6M | ||
| Q3 24 | $400.0M | $565.3M | ||
| Q2 24 | $3.9B | $617.7M | ||
| Q1 24 | $550.0M | $171.9M |
自由现金流率
INTU
PPC
| Q4 25 | 15.4% | 0.2% | ||
| Q3 25 | 9.6% | 5.8% | ||
| Q2 25 | 56.2% | 7.1% | ||
| Q1 25 | 26.2% | 0.6% | ||
| Q4 24 | 10.0% | 4.0% | ||
| Q3 24 | 12.6% | 12.3% | ||
| Q2 24 | 57.7% | 13.5% | ||
| Q1 24 | 16.2% | 3.9% |
资本支出强度
INTU
PPC
| Q4 25 | 1.0% | 6.2% | ||
| Q3 25 | 0.4% | 3.8% | ||
| Q2 25 | 0.5% | 3.3% | ||
| Q1 25 | 0.8% | 2.2% | ||
| Q4 24 | 1.0% | 4.0% | ||
| Q3 24 | 0.5% | 1.9% | ||
| Q2 24 | 0.9% | 2.2% | ||
| Q1 24 | 1.9% | 2.3% |
现金转化率
INTU
PPC
| Q4 25 | 1.43× | 3.31× | ||
| Q3 25 | 1.00× | 1.34× | ||
| Q2 25 | 1.56× | 1.39× | ||
| Q1 25 | 2.27× | 0.43× | ||
| Q4 24 | 1.84× | 1.48× | ||
| Q3 24 | — | 1.86× | ||
| Q2 24 | 1.65× | 2.20× | ||
| Q1 24 | 1.74× | 1.55× |
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
INTU
| Quick Books Online Accounting | $1.2B | 32% |
| Product And Other | $779.0M | 20% |
| Credit Karma | $616.0M | 16% |
| Turbo Tax | $581.0M | 15% |
| Quick Books Desktop Accounting | $408.0M | 11% |
| Pro Tax | $290.0M | 7% |
PPC
| Retail | $1.5B | 33% |
| Europe Reportable Segment | $1.4B | 31% |
| Food Service | $889.2M | 20% |
| Prepared Product | $332.8M | 7% |
| Product Export | $122.7M | 3% |
| Other Sales Channel | $96.0M | 2% |
| Other Product And Service | $79.7M | 2% |
| Related Party | $21.7M | 0% |
| Seara Meats B.V. | $18.9M | 0% |
| Penasul UKLTD | $10.3M | 0% |
| JBSUSA Food Company | $5.4M | 0% |