vs
Samsara Inc.（IOT）与ROYAL GOLD INC（RGLD）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ROYAL GOLD INC的1.1倍（$416.0M vs $375.3M），ROYAL GOLD INC净利率更高（24.9% vs 1.9%，领先23.1%），ROYAL GOLD INC同比增速更快（85.3% vs 29.2%），过去两年ROYAL GOLD INC的营收复合增速更高（58.8% vs 22.7%）
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。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业，收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益，资产覆盖黄金、白银、铜等品类，业务遍及多地区，无需直接承担采矿运营风险。
IOT vs RGLD — 直观对比
营收规模更大
IOT
是对方的1.1倍
$375.3M
营收增速更快
RGLD
高出56.1%
29.2%
净利率更高
RGLD
高出23.1%
1.9%
两年增速更快
RGLD
近两年复合增速
22.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $416.0M | $375.3M |
| 净利润 | $7.8M | $93.6M |
| 毛利率 | 76.7% | 64.6% |
| 营业利润率 | -0.4% | 56.2% |
| 净利率 | 1.9% | 24.9% |
| 营收同比 | 29.2% | 85.3% |
| 净利润同比 | 120.5% | -12.8% |
| 每股收益（稀释后） | $0.01 | $1.04 |
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IOTRGLD
| Q4 25 | $416.0M | $375.3M | ||
| Q3 25 | $391.5M | $252.1M | ||
| Q2 25 | $366.9M | $209.6M | ||
| Q1 25 | $346.3M | $193.4M | ||
| Q4 24 | $322.0M | $202.6M | ||
| Q3 24 | $300.2M | $193.8M | ||
| Q2 24 | $280.7M | $174.1M | ||
| Q1 24 | $276.3M | $148.9M |
净利润IOTRGLD
| Q4 25 | $7.8M | $93.6M | ||
| Q3 25 | $-16.8M | $126.8M | ||
| Q2 25 | $-22.1M | $132.3M | ||
| Q1 25 | $-11.2M | $113.5M | ||
| Q4 24 | $-37.8M | $107.4M | ||
| Q3 24 | $-49.6M | $96.2M | ||
| Q2 24 | $-56.3M | $81.2M | ||
| Q1 24 | $-113.4M | $47.2M |
毛利率IOTRGLD
| Q4 25 | 76.7% | 64.6% | ||
| Q3 25 | 76.9% | 73.6% | ||
| Q2 25 | 77.3% | 72.6% | ||
| Q1 25 | 76.8% | 69.4% | ||
| Q4 24 | 76.4% | 70.3% | ||
| Q3 24 | 75.6% | 66.6% | ||
| Q2 24 | 75.6% | 64.7% | ||
| Q1 24 | 75.0% | 58.4% |
营业利润率IOTRGLD
| Q4 25 | -0.4% | 56.2% | ||
| Q3 25 | -6.8% | 64.4% | ||
| Q2 25 | -9.1% | 67.7% | ||
| Q1 25 | -5.3% | 63.6% | ||
| Q4 24 | -14.7% | 65.9% | ||
| Q3 24 | -19.4% | 61.3% | ||
| Q2 24 | -23.5% | 58.6% | ||
| Q1 24 | -44.5% | 50.7% |
净利率IOTRGLD
| Q4 25 | 1.9% | 24.9% | ||
| Q3 25 | -4.3% | 50.3% | ||
| Q2 25 | -6.0% | 63.1% | ||
| Q1 25 | -3.2% | 58.7% | ||
| Q4 24 | -11.7% | 53.0% | ||
| Q3 24 | -16.5% | 49.7% | ||
| Q2 24 | -20.1% | 46.6% | ||
| Q1 24 | -41.0% | 31.7% |
每股收益（稀释后）IOTRGLD
| Q4 25 | $0.01 | $1.04 | ||
| Q3 25 | $-0.03 | $1.92 | ||
| Q2 25 | $-0.04 | $2.01 | ||
| Q1 25 | $-0.02 | $1.72 | ||
| Q4 24 | $-0.07 | $1.63 | ||
| Q3 24 | $-0.09 | $1.46 | ||
| Q2 24 | $-0.10 | $1.23 | ||
| Q1 24 | $-0.22 | $0.72 |
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 | $233.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $7.2B |
| 总资产 | $2.3B | $9.5B |
| 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IOTRGLD
| Q4 25 | $275.1M | $233.7M | ||
| Q3 25 | $258.5M | $172.8M | ||
| Q2 25 | $259.0M | $248.2M | ||
| Q1 25 | $227.6M | $240.8M | ||
| Q4 24 | $160.3M | $195.5M | ||
| Q3 24 | $159.3M | $127.9M | ||
| Q2 24 | $162.5M | $74.2M | ||
| Q1 24 | $135.5M | $137.9M |
总债务IOTRGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $50.0M | ||
| Q1 24 | — | — |
股东权益IOTRGLD
| Q4 25 | $1.3B | $7.2B | ||
| Q3 25 | $1.2B | $3.4B | ||
| Q2 25 | $1.1B | $3.3B | ||
| Q1 25 | $1.1B | $3.2B | ||
| Q4 24 | $999.1M | $3.1B | ||
| Q3 24 | $964.7M | $3.0B | ||
| Q2 24 | $923.9M | $3.0B | ||
| Q1 24 | $915.1M | $2.9B |
总资产IOTRGLD
| Q4 25 | $2.3B | $9.5B | ||
| Q3 25 | $2.2B | $4.5B | ||
| Q2 25 | $2.1B | $3.6B | ||
| Q1 25 | $2.0B | $3.5B | ||
| Q4 24 | $1.9B | $3.4B | ||
| Q3 24 | $1.8B | $3.3B | ||
| Q2 24 | $1.7B | $3.3B | ||
| Q1 24 | $1.7B | $3.3B |
负债/权益比IOTRGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.02× | ||
| Q1 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 | $63.7M | $241.7M |
| 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× | 2.58× |
| 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IOTRGLD
| Q4 25 | $63.7M | $241.7M | ||
| Q3 25 | $50.2M | $174.0M | ||
| Q2 25 | $52.6M | $152.8M | ||
| Q1 25 | $53.9M | $136.4M | ||
| Q4 24 | $36.0M | $141.1M | ||
| Q3 24 | $18.1M | $136.7M | ||
| Q2 24 | $23.7M | $113.5M | ||
| Q1 24 | $-41.9M | $138.3M |
自由现金流IOTRGLD
| 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IOTRGLD
| 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IOTRGLD
| 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IOTRGLD
| Q4 25 | 8.20× | 2.58× | ||
| Q3 25 | — | 1.37× | ||
| Q2 25 | — | 1.15× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | — | 1.31× | ||
| Q3 24 | — | 1.42× | ||
| Q2 24 | — | 1.40× | ||
| Q1 24 | — | 2.93× |
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
IOT
暂无分部数据
RGLD
| Gold | $216.9M | 58% |
| Pueblo Viejo | $47.3M | 13% |
| Andacollo | $32.6M | 9% |
| Silver | $32.1M | 9% |
| Other | $27.2M | 7% |
| Copper | $13.7M | 4% |
| Cortez Legacy Zone | $5.4M | 1% |
