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景顺（IVZ）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
景顺的季度营收约是罗布乐思的1.2倍（$1.7B vs $1.4B），罗布乐思净利率更高（-22.3% vs -58.9%，领先36.5%），罗布乐思同比增速更快（43.2% vs 6.2%），景顺自由现金流更多（$432.2M vs $308.6M），过去两年罗布乐思的营收复合增速更高（32.9% vs 7.1%）
景顺是总部位于美国佐治亚州亚特兰大的独立投资管理企业，在全球20个国家设有分支机构，旗下运营景顺、Invesco Perpetual、PowerShares等品牌，普通股为标普500指数成分股，于纽约证券交易所挂牌交易。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
IVZ vs RBLX — 直观对比
营收规模更大
IVZ
是对方的1.2倍
$1.4B
营收增速更快
RBLX
高出37.0%
6.2%
净利率更高
RBLX
高出36.5%
-58.9%
自由现金流更多
IVZ
多$123.6M
$308.6M
两年增速更快
RBLX
近两年复合增速
7.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.4B |
| 净利润 | $-995.9M | $-316.0M |
| 毛利率 | — | 77.7% |
| 营业利润率 | -86.2% | -25.3% |
| 净利率 | -58.9% | -22.3% |
| 营收同比 | 6.2% | 43.2% |
| 净利润同比 | -575.8% | -43.9% |
| 每股收益（稀释后） | $-2.61 | $-0.44 |
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IVZRBLX
| Q4 25 | $1.7B | $1.4B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.5B | $1.0B | ||
| Q4 24 | $1.6B | $988.2M | ||
| Q3 24 | $1.5B | $919.0M | ||
| Q2 24 | $1.5B | $893.5M | ||
| Q1 24 | $1.5B | $801.3M |
净利润IVZRBLX
| Q4 25 | $-995.9M | $-316.0M | ||
| Q3 25 | $356.4M | $-255.6M | ||
| Q2 25 | $197.4M | $-278.4M | ||
| Q1 25 | $171.1M | $-215.1M | ||
| Q4 24 | $209.3M | $-219.6M | ||
| Q3 24 | $55.0M | $-239.3M | ||
| Q2 24 | $132.2M | $-205.9M | ||
| Q1 24 | $141.5M | $-270.6M |
毛利率IVZRBLX
| Q4 25 | — | 77.7% | ||
| Q3 25 | — | 78.2% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 78.3% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% | ||
| Q1 24 | — | 77.7% |
营业利润率IVZRBLX
| Q4 25 | -86.2% | -25.3% | ||
| Q3 25 | 16.5% | -21.8% | ||
| Q2 25 | 14.1% | -29.8% | ||
| Q1 25 | 18.1% | -24.6% | ||
| Q4 24 | 19.6% | -24.7% | ||
| Q3 24 | 6.6% | -30.4% | ||
| Q2 24 | 13.9% | -26.6% | ||
| Q1 24 | 14.4% | -37.7% |
净利率IVZRBLX
| Q4 25 | -58.9% | -22.3% | ||
| Q3 25 | 21.7% | -18.8% | ||
| Q2 25 | 13.0% | -25.8% | ||
| Q1 25 | 11.2% | -20.8% | ||
| Q4 24 | 13.1% | -22.2% | ||
| Q3 24 | 3.6% | -26.0% | ||
| Q2 24 | 8.9% | -23.0% | ||
| Q1 24 | 9.6% | -33.8% |
每股收益（稀释后）IVZRBLX
| Q4 25 | $-2.61 | $-0.44 | ||
| Q3 25 | $0.66 | $-0.37 | ||
| Q2 25 | $-0.03 | $-0.41 | ||
| Q1 25 | $0.38 | $-0.32 | ||
| Q4 24 | $0.46 | $-0.32 | ||
| Q3 24 | $0.12 | $-0.37 | ||
| Q2 24 | $0.29 | $-0.32 | ||
| Q1 24 | $0.31 | $-0.43 |
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 | $1.0B | $3.1B |
| 总债务越低越好 | $1.8B | $1.2B |
| 股东权益账面价值 | $12.2B | $394.5M |
| 总资产 | $27.1B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.15× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资IVZRBLX
| Q4 25 | $1.0B | $3.1B | ||
| Q3 25 | $973.1M | $2.9B | ||
| Q2 25 | $922.7M | $2.6B | ||
| Q1 25 | $821.7M | $2.7B | ||
| Q4 24 | $986.5M | $2.4B | ||
| Q3 24 | $1.0B | $2.3B | ||
| Q2 24 | $878.5M | $2.4B | ||
| Q1 24 | $895.7M | $2.4B |
总债务IVZRBLX
| Q4 25 | $1.8B | $1.2B | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $964.8M | — | ||
| Q4 24 | $890.6M | $1.2B | ||
| Q3 24 | $890.3M | — | ||
| Q2 24 | $890.1M | — | ||
| Q1 24 | $1.3B | — |
股东权益IVZRBLX
| Q4 25 | $12.2B | $394.5M | ||
| Q3 25 | $14.0B | $407.6M | ||
| Q2 25 | $13.9B | $353.2M | ||
| Q1 25 | $14.7B | $310.7M | ||
| Q4 24 | $14.6B | $221.4M | ||
| Q3 24 | $14.8B | $189.9M | ||
| Q2 24 | $14.6B | $121.5M | ||
| Q1 24 | $14.6B | $71.6M |
总资产IVZRBLX
| Q4 25 | $27.1B | $9.6B | ||
| Q3 25 | $28.4B | $8.6B | ||
| Q2 25 | $28.5B | $7.8B | ||
| Q1 25 | $28.1B | $7.5B | ||
| Q4 24 | $27.0B | $7.2B | ||
| Q3 24 | $27.5B | $6.7B | ||
| Q2 24 | $27.2B | $6.5B | ||
| Q1 24 | $28.1B | $6.3B |
负债/权益比IVZRBLX
| Q4 25 | 0.15× | 2.98× | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.14× | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 0.06× | 5.48× | ||
| Q3 24 | 0.06× | — | ||
| Q2 24 | 0.06× | — | ||
| Q1 24 | 0.09× | — |
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 | $455.8M | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $432.2M | $308.6M |
| 自由现金流率自由现金流/营收 | 25.5% | 21.8% |
| 资本支出强度资本支出/营收 | 1.4% | 21.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $1.4B | $1.4B |
8季度趋势，按日历期对齐
经营现金流IVZRBLX
| Q4 25 | $455.8M | $607.0M | ||
| Q3 25 | $606.2M | $546.2M | ||
| Q2 25 | $547.9M | $199.3M | ||
| Q1 25 | $-84.6M | $443.9M | ||
| Q4 24 | $316.9M | $184.5M | ||
| Q3 24 | $438.4M | $247.4M | ||
| Q2 24 | $489.1M | $151.4M | ||
| Q1 24 | $-54.4M | $238.9M |
自由现金流IVZRBLX
| Q4 25 | $432.2M | $308.6M | ||
| Q3 25 | $586.4M | $443.6M | ||
| Q2 25 | $530.4M | $176.7M | ||
| Q1 25 | $-108.0M | $426.5M | ||
| Q4 24 | $309.9M | $120.6M | ||
| Q3 24 | $410.0M | $218.0M | ||
| Q2 24 | $462.4M | $111.7M | ||
| Q1 24 | $-75.4M | $192.3M |
自由现金流率IVZRBLX
| Q4 25 | 25.5% | 21.8% | ||
| Q3 25 | 35.7% | 32.6% | ||
| Q2 25 | 35.0% | 16.3% | ||
| Q1 25 | -7.1% | 41.2% | ||
| Q4 24 | 19.5% | 12.2% | ||
| Q3 24 | 27.1% | 23.7% | ||
| Q2 24 | 31.2% | 12.5% | ||
| Q1 24 | -5.1% | 24.0% |
资本支出强度IVZRBLX
| Q4 25 | 1.4% | 21.1% | ||
| Q3 25 | 1.2% | 7.5% | ||
| Q2 25 | 1.2% | 2.1% | ||
| Q1 25 | 1.5% | 1.7% | ||
| Q4 24 | 0.4% | 6.5% | ||
| Q3 24 | 1.9% | 3.2% | ||
| Q2 24 | 1.8% | 4.4% | ||
| Q1 24 | 1.4% | 5.8% |
现金转化率IVZRBLX
| Q4 25 | — | — | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 2.78× | — | ||
| Q1 25 | -0.49× | — | ||
| Q4 24 | 1.51× | — | ||
| Q3 24 | 7.97× | — | ||
| Q2 24 | 3.70× | — | ||
| Q1 24 | -0.38× | — |
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
IVZ
| Investment Advice | $1.2B | 73% |
| Distribution And Shareholder Service | $382.7M | 23% |
| Financial Service Other | $51.0M | 3% |
| Investment Performance | $28.9M | 2% |
RBLX
暂无分部数据
