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Invitation Homes（INVH）与Reddit, Inc.（RDDT）财务数据对比。点击上方公司名可切换其他公司
Reddit, Inc.的季度营收约是Invitation Homes的1.1倍（$725.6M vs $685.3M），Reddit, Inc.净利率更高（34.7% vs 21.1%，领先13.6%），Reddit, Inc.同比增速更快（69.7% vs 4.0%），Reddit, Inc.自由现金流更多（$263.6M vs $122.4M），过去两年Reddit, Inc.的营收复合增速更高（72.8% vs 3.0%）
Invitation Homes是纽交所上市企业，总部位于美国得克萨斯州达拉斯市林肯中心大厦，由Dallas B. Tanner出任首席执行官。截至2024年7月，公司在全美16个市场持有约8.4万套独栋出租住宅，是美国规模最大的独栋住宅租赁业主，17%的租金收入来自加利福尼亚州。
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。
INVH vs RDDT — 直观对比
营收规模更大
RDDT
是对方的1.1倍
$685.3M
营收增速更快
RDDT
高出65.7%
4.0%
净利率更高
RDDT
高出13.6%
21.1%
自由现金流更多
RDDT
多$141.3M
$122.4M
两年增速更快
RDDT
近两年复合增速
3.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $685.3M | $725.6M |
| 净利润 | $144.6M | $251.6M |
| 毛利率 | — | 91.9% |
| 营业利润率 | — | 31.9% |
| 净利率 | 21.1% | 34.7% |
| 营收同比 | 4.0% | 69.7% |
| 净利润同比 | 1.0% | 254.2% |
| 每股收益（稀释后） | $0.24 | $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INVHRDDT
| Q4 25 | $685.3M | $725.6M | ||
| Q3 25 | $688.2M | $584.9M | ||
| Q2 25 | $681.4M | $499.6M | ||
| Q1 25 | $674.5M | $392.4M | ||
| Q4 24 | $659.1M | $427.7M | ||
| Q3 24 | $660.3M | $348.4M | ||
| Q2 24 | $653.5M | $281.2M | ||
| Q1 24 | $646.0M | $243.0M |
净利润INVHRDDT
| Q4 25 | $144.6M | $251.6M | ||
| Q3 25 | $136.7M | $162.7M | ||
| Q2 25 | $140.9M | $89.3M | ||
| Q1 25 | $165.7M | $26.2M | ||
| Q4 24 | $143.1M | $71.0M | ||
| Q3 24 | $95.3M | $29.9M | ||
| Q2 24 | $73.2M | $-10.1M | ||
| Q1 24 | $142.3M | $-575.1M |
毛利率INVHRDDT
| 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% | ||
| Q1 24 | — | 88.6% |
营业利润率INVHRDDT
| Q4 25 | — | 31.9% | ||
| Q3 25 | — | 23.7% | ||
| Q2 25 | — | 13.6% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | -11.0% | ||
| Q1 24 | — | -242.5% |
净利率INVHRDDT
| Q4 25 | 21.1% | 34.7% | ||
| Q3 25 | 19.9% | 27.8% | ||
| Q2 25 | 20.7% | 17.9% | ||
| Q1 25 | 24.6% | 6.7% | ||
| Q4 24 | 21.7% | 16.6% | ||
| Q3 24 | 14.4% | 8.6% | ||
| Q2 24 | 11.2% | -3.6% | ||
| Q1 24 | 22.0% | -236.7% |
每股收益（稀释后）INVHRDDT
| Q4 25 | $0.24 | $1.24 | ||
| Q3 25 | $0.22 | $0.80 | ||
| Q2 25 | $0.23 | $0.45 | ||
| Q1 25 | $0.27 | $0.13 | ||
| Q4 24 | $0.24 | $4.76 | ||
| Q3 24 | $0.15 | $0.16 | ||
| Q2 24 | $0.12 | $-0.06 | ||
| Q1 24 | $0.23 | $-8.19 |
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 | $130.0M | $953.6M |
| 总债务越低越好 | $8.4B | — |
| 股东权益账面价值 | $9.5B | $2.9B |
| 总资产 | $18.7B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.88× | — |
8季度趋势，按日历期对齐
现金及短期投资INVHRDDT
| Q4 25 | $130.0M | $953.6M | ||
| Q3 25 | $155.4M | $911.7M | ||
| Q2 25 | $65.1M | $734.1M | ||
| Q1 25 | $84.4M | $635.7M | ||
| Q4 24 | $174.5M | $562.1M | ||
| Q3 24 | $1.0B | $515.9M | ||
| Q2 24 | $749.4M | $468.0M | ||
| Q1 24 | $738.1M | $968.5M |
总债务INVHRDDT
| Q4 25 | $8.4B | — | ||
| Q3 25 | $8.2B | — | ||
| Q2 25 | $8.2B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.2B | — | ||
| Q3 24 | $9.0B | — | ||
| Q2 24 | $8.5B | — | ||
| Q1 24 | $8.5B | — |
股东权益INVHRDDT
| Q4 25 | $9.5B | $2.9B | ||
| Q3 25 | $9.6B | $2.6B | ||
| Q2 25 | $9.7B | $2.4B | ||
| Q1 25 | $9.7B | $2.2B | ||
| Q4 24 | $9.8B | $2.1B | ||
| Q3 24 | $9.9B | $2.0B | ||
| Q2 24 | $10.0B | $1.9B | ||
| Q1 24 | $10.1B | $1.8B |
总资产INVHRDDT
| Q4 25 | $18.7B | $3.2B | ||
| Q3 25 | $18.8B | $2.9B | ||
| Q2 25 | $18.7B | $2.6B | ||
| Q1 25 | $18.6B | $2.4B | ||
| Q4 24 | $18.7B | $2.3B | ||
| Q3 24 | $19.6B | $2.2B | ||
| Q2 24 | $19.2B | $2.1B | ||
| Q1 24 | $19.2B | $2.0B |
负债/权益比INVHRDDT
| Q4 25 | 0.88× | — | ||
| Q3 25 | 0.86× | — | ||
| Q2 25 | 0.85× | — | ||
| Q1 25 | 0.83× | — | ||
| Q4 24 | 0.84× | — | ||
| Q3 24 | 0.91× | — | ||
| Q2 24 | 0.85× | — | ||
| Q1 24 | 0.84× | — |
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 | $128.7M | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $122.4M | $263.6M |
| 自由现金流率自由现金流/营收 | 17.9% | 36.3% |
| 资本支出强度资本支出/营收 | 0.9% | 0.4% |
| 现金转化率经营现金流/净利润 | 0.89× | 1.06× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $684.2M |
8季度趋势，按日历期对齐
经营现金流INVHRDDT
| Q4 25 | $128.7M | $266.8M | ||
| Q3 25 | $394.6M | $185.2M | ||
| Q2 25 | $382.5M | $111.3M | ||
| Q1 25 | $300.5M | $127.6M | ||
| Q4 24 | $132.8M | $90.0M | ||
| Q3 24 | $313.6M | $71.6M | ||
| Q2 24 | $369.8M | $28.4M | ||
| Q1 24 | $265.6M | $32.1M |
自由现金流INVHRDDT
| Q4 25 | $122.4M | $263.6M | ||
| Q3 25 | $387.8M | $183.1M | ||
| Q2 25 | $374.4M | $110.8M | ||
| Q1 25 | $293.3M | $126.6M | ||
| Q4 24 | $125.0M | $89.2M | ||
| Q3 24 | $305.2M | $70.3M | ||
| Q2 24 | $363.8M | $27.2M | ||
| Q1 24 | $257.1M | $29.2M |
自由现金流率INVHRDDT
| Q4 25 | 17.9% | 36.3% | ||
| Q3 25 | 56.4% | 31.3% | ||
| Q2 25 | 54.9% | 22.2% | ||
| Q1 25 | 43.5% | 32.3% | ||
| Q4 24 | 19.0% | 20.8% | ||
| Q3 24 | 46.2% | 20.2% | ||
| Q2 24 | 55.7% | 9.7% | ||
| Q1 24 | 39.8% | 12.0% |
资本支出强度INVHRDDT
| Q4 25 | 0.9% | 0.4% | ||
| Q3 25 | 1.0% | 0.4% | ||
| Q2 25 | 1.2% | 0.1% | ||
| Q1 25 | 1.1% | 0.2% | ||
| Q4 24 | 1.2% | 0.2% | ||
| Q3 24 | 1.3% | 0.4% | ||
| Q2 24 | 0.9% | 0.4% | ||
| Q1 24 | 1.3% | 1.2% |
现金转化率INVHRDDT
| Q4 25 | 0.89× | 1.06× | ||
| Q3 25 | 2.89× | 1.14× | ||
| Q2 25 | 2.71× | 1.25× | ||
| Q1 25 | 1.81× | 4.88× | ||
| Q4 24 | 0.93× | 1.27× | ||
| Q3 24 | 3.29× | 2.40× | ||
| Q2 24 | 5.05× | — | ||
| Q1 24 | 1.87× | — |
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
INVH
暂无分部数据
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |
