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Samsara Inc.（IOT）与波丽佳音（PONY）财务数据对比。点击上方公司名可切换其他公司
Samsara Inc.的季度营收约是波丽佳音的200.2倍（$416.0M vs $2.1M）。Samsara Inc.净利率更高（1.9% vs -284.8%，领先286.6%）
Samsara Inc.是总部位于美国加利福尼亚州旧金山的物联网企业，专注为实体运营场景提供车联网软件及数据分析服务，客户覆盖北美、欧洲多地。旗下互联运营云平台服务交通、建筑、能源、公用事业、公共部门、零售等领域，助力提升运营的安全性与效率。
波丽佳音是日本知名文娱企业，隶属于富士产经传媒集团，成立于1966年10月1日。公司业务涵盖音乐发行、影视、家用影像及电子游戏领域，是日本音乐行业的头部企业之一，旗下艺人作品常登顶日本本土销量榜，同时还发行艺人演唱会录像及大量动画作品。
IOT vs PONY — 直观对比
营收规模更大
IOT
是对方的200.2倍
$2.1M
净利率更高
IOT
高出286.6%
-284.8%
损益表 — Q4 2026 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $416.0M | $2.1M |
| 净利润 | $7.8M | $-5.9M |
| 毛利率 | 76.7% | 9.2% |
| 营业利润率 | -0.4% | -275.3% |
| 净利率 | 1.9% | -284.8% |
| 营收同比 | 29.2% | — |
| 净利润同比 | 120.5% | — |
| 每股收益（稀释后） | $0.01 | $-3.51 |
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IOTPONY
| Q4 25 | $416.0M | — | ||
| Q3 25 | $391.5M | $2.1M | ||
| Q2 25 | $366.9M | $1.7M | ||
| Q1 25 | $346.3M | $1.9M | ||
| Q4 24 | $322.0M | — | ||
| Q3 24 | $300.2M | — | ||
| Q2 24 | $280.7M | — | ||
| Q1 24 | $276.3M | — |
净利润IOTPONY
| Q4 25 | $7.8M | — | ||
| Q3 25 | $-16.8M | $-5.9M | ||
| Q2 25 | $-22.1M | $-4.3M | ||
| Q1 25 | $-11.2M | $-5.2M | ||
| Q4 24 | $-37.8M | — | ||
| Q3 24 | $-49.6M | — | ||
| Q2 24 | $-56.3M | — | ||
| Q1 24 | $-113.4M | — |
毛利率IOTPONY
| Q4 25 | 76.7% | — | ||
| Q3 25 | 76.9% | 9.2% | ||
| Q2 25 | 77.3% | — | ||
| Q1 25 | 76.8% | 16.6% | ||
| Q4 24 | 76.4% | — | ||
| Q3 24 | 75.6% | — | ||
| Q2 24 | 75.6% | — | ||
| Q1 24 | 75.0% | — |
营业利润率IOTPONY
| Q4 25 | -0.4% | — | ||
| Q3 25 | -6.8% | -275.3% | ||
| Q2 25 | -9.1% | -303.4% | ||
| Q1 25 | -5.3% | -400.9% | ||
| Q4 24 | -14.7% | — | ||
| Q3 24 | -19.4% | — | ||
| Q2 24 | -23.5% | — | ||
| Q1 24 | -44.5% | — |
净利率IOTPONY
| Q4 25 | 1.9% | — | ||
| Q3 25 | -4.3% | -284.8% | ||
| Q2 25 | -6.0% | -253.7% | ||
| Q1 25 | -3.2% | -267.4% | ||
| Q4 24 | -11.7% | — | ||
| Q3 24 | -16.5% | — | ||
| Q2 24 | -20.1% | — | ||
| Q1 24 | -41.0% | — |
每股收益（稀释后）IOTPONY
| Q4 25 | $0.01 | — | ||
| Q3 25 | $-0.03 | $-3.51 | ||
| Q2 25 | $-0.04 | $-0.92 | ||
| Q1 25 | $-0.02 | $-0.12 | ||
| Q4 24 | $-0.07 | — | ||
| Q3 24 | $-0.09 | — | ||
| Q2 24 | $-0.10 | — | ||
| Q1 24 | $-0.22 | — |
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 | $275.1M | $62.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $114.1M |
| 总资产 | $2.3B | $126.5M |
| 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IOTPONY
| Q4 25 | $275.1M | — | ||
| Q3 25 | $258.5M | $62.5M | ||
| Q2 25 | $259.0M | $84.9M | ||
| Q1 25 | $227.6M | $86.8M | ||
| Q4 24 | $160.3M | — | ||
| Q3 24 | $159.3M | — | ||
| Q2 24 | $162.5M | — | ||
| Q1 24 | $135.5M | — |
股东权益IOTPONY
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.2B | $114.1M | ||
| Q2 25 | $1.1B | $120.6M | ||
| Q1 25 | $1.1B | $126.4M | ||
| Q4 24 | $999.1M | — | ||
| Q3 24 | $964.7M | — | ||
| Q2 24 | $923.9M | — | ||
| Q1 24 | $915.1M | — |
总资产IOTPONY
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.2B | $126.5M | ||
| Q2 25 | $2.1B | $138.3M | ||
| Q1 25 | $2.0B | $134.0M | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.7B | — | ||
| Q1 24 | $1.7B | — |
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 | $63.7M | $-2.9M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | — |
| 自由现金流率自由现金流/营收 | 13.4% | — |
| 资本支出强度资本支出/营收 | 1.9% | — |
| 现金转化率经营现金流/净利润 | 8.20× | — |
| 过去12个月自由现金流最近4个季度 | $194.2M | — |
8季度趋势，按日历期对齐
经营现金流IOTPONY
| Q4 25 | $63.7M | — | ||
| Q3 25 | $50.2M | $-2.9M | ||
| Q2 25 | $52.6M | $-2.5M | ||
| Q1 25 | $53.9M | $-7.5M | ||
| Q4 24 | $36.0M | — | ||
| Q3 24 | $18.1M | — | ||
| Q2 24 | $23.7M | — | ||
| Q1 24 | $-41.9M | — |
自由现金流IOTPONY
| Q4 25 | $55.8M | — | ||
| Q3 25 | $44.2M | — | ||
| Q2 25 | $45.7M | — | ||
| Q1 25 | $48.5M | — | ||
| Q4 24 | $31.2M | — | ||
| Q3 24 | $13.1M | — | ||
| Q2 24 | $18.6M | — | ||
| Q1 24 | $-44.0M | — |
自由现金流率IOTPONY
| Q4 25 | 13.4% | — | ||
| Q3 25 | 11.3% | — | ||
| Q2 25 | 12.5% | — | ||
| Q1 25 | 14.0% | — | ||
| Q4 24 | 9.7% | — | ||
| Q3 24 | 4.4% | — | ||
| Q2 24 | 6.6% | — | ||
| Q1 24 | -15.9% | — |
资本支出强度IOTPONY
| Q4 25 | 1.9% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 1.9% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 1.5% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | 0.8% | — |
现金转化率IOTPONY
| Q4 25 | 8.20× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
