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Jefferies Financial Group Inc.（JEF）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
Jefferies Financial Group Inc.的季度营收约是罗布乐思的1.2倍（$1.7B vs $1.4B），Jefferies Financial Group Inc.净利率更高（12.6% vs -22.3%，领先35.0%），Jefferies Financial Group Inc.自由现金流更多（$1.9B vs $308.6M）
杰富瑞金融集团是总部位于美国纽约的金融服务企业，在纽约证券交易所挂牌上市，同时位列财富1000强榜单，为全球客户提供专业的金融相关服务。
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。
JEF vs RBLX — 直观对比
营收规模更大
JEF
是对方的1.2倍
$1.4B
净利率更高
JEF
高出35.0%
-22.3%
自由现金流更多
JEF
多$1.6B
$308.6M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.4B |
| 净利润 | $211.3M | $-316.0M |
| 毛利率 | 95.7% | 77.7% |
| 营业利润率 | 15.2% | -25.3% |
| 净利率 | 12.6% | -22.3% |
| 营收同比 | — | 43.2% |
| 净利润同比 | — | -43.9% |
| 每股收益（稀释后） | $0.85 | $-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JEFRBLX
| Q4 25 | $1.7B | $1.4B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | — | $988.2M | ||
| Q3 24 | $1.2B | $919.0M | ||
| Q2 24 | $1.0B | $893.5M | ||
| Q1 24 | $971.2M | $801.3M |
净利润JEFRBLX
| Q4 25 | $211.3M | $-316.0M | ||
| Q3 25 | $242.5M | $-255.6M | ||
| Q2 25 | $91.4M | $-278.4M | ||
| Q1 25 | $136.8M | $-215.1M | ||
| Q4 24 | — | $-219.6M | ||
| Q3 24 | $181.0M | $-239.3M | ||
| Q2 24 | $154.7M | $-205.9M | ||
| Q1 24 | $156.4M | $-270.6M |
毛利率JEFRBLX
| Q4 25 | 95.7% | 77.7% | ||
| Q3 25 | 97.7% | 78.2% | ||
| Q2 25 | 96.5% | 78.2% | ||
| Q1 25 | 96.4% | 78.3% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | 96.9% | 77.7% | ||
| Q2 24 | 96.4% | 77.8% | ||
| Q1 24 | 96.4% | 77.7% |
营业利润率JEFRBLX
| Q4 25 | 15.2% | -25.3% | ||
| Q3 25 | 22.1% | -21.8% | ||
| Q2 25 | 11.0% | -29.8% | ||
| Q1 25 | 13.2% | -24.6% | ||
| Q4 24 | — | -24.7% | ||
| Q3 24 | 20.7% | -30.4% | ||
| Q2 24 | 22.0% | -26.6% | ||
| Q1 24 | 22.7% | -37.7% |
净利率JEFRBLX
| Q4 25 | 12.6% | -22.3% | ||
| Q3 25 | 16.1% | -18.8% | ||
| Q2 25 | 7.4% | -25.8% | ||
| Q1 25 | 12.0% | -20.8% | ||
| Q4 24 | — | -22.2% | ||
| Q3 24 | 14.8% | -26.0% | ||
| Q2 24 | 14.9% | -23.0% | ||
| Q1 24 | 16.1% | -33.8% |
每股收益（稀释后）JEFRBLX
| Q4 25 | $0.85 | $-0.44 | ||
| Q3 25 | $1.01 | $-0.37 | ||
| Q2 25 | $0.40 | $-0.41 | ||
| Q1 25 | $0.57 | $-0.32 | ||
| Q4 24 | — | $-0.32 | ||
| Q3 24 | $0.75 | $-0.37 | ||
| Q2 24 | $0.64 | $-0.32 | ||
| Q1 24 | $0.66 | $-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 | $14.0B | $3.1B |
| 总债务越低越好 | $15.9B | $1.2B |
| 股东权益账面价值 | $10.6B | $394.5M |
| 总资产 | $76.0B | $9.6B |
| 负债/权益比越低杠杆越低 | 1.50× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资JEFRBLX
| Q4 25 | $14.0B | $3.1B | ||
| Q3 25 | $11.5B | $2.9B | ||
| Q2 25 | $11.3B | $2.6B | ||
| Q1 25 | $11.2B | $2.7B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | $10.6B | $2.3B | ||
| Q2 24 | $10.8B | $2.4B | ||
| Q1 24 | $7.6B | $2.4B |
总债务JEFRBLX
| Q4 25 | $15.9B | $1.2B | ||
| Q3 25 | $16.0B | — | ||
| Q2 25 | $15.4B | — | ||
| Q1 25 | $14.8B | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $12.9B | — | ||
| Q2 24 | $12.7B | — | ||
| Q1 24 | $9.9B | — |
股东权益JEFRBLX
| Q4 25 | $10.6B | $394.5M | ||
| Q3 25 | $10.4B | $407.6M | ||
| Q2 25 | $10.3B | $353.2M | ||
| Q1 25 | $10.2B | $310.7M | ||
| Q4 24 | — | $221.4M | ||
| Q3 24 | $10.0B | $189.9M | ||
| Q2 24 | $9.9B | $121.5M | ||
| Q1 24 | $9.8B | $71.6M |
总资产JEFRBLX
| Q4 25 | $76.0B | $9.6B | ||
| Q3 25 | $69.3B | $8.6B | ||
| Q2 25 | $67.3B | $7.8B | ||
| Q1 25 | $70.2B | $7.5B | ||
| Q4 24 | — | $7.2B | ||
| Q3 24 | $63.3B | $6.7B | ||
| Q2 24 | $63.0B | $6.5B | ||
| Q1 24 | $60.9B | $6.3B |
负债/权益比JEFRBLX
| Q4 25 | 1.50× | 2.98× | ||
| Q3 25 | 1.53× | — | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | 1.45× | — | ||
| Q4 24 | — | 5.48× | ||
| Q3 24 | 1.29× | — | ||
| Q2 24 | 1.28× | — | ||
| Q1 24 | 1.01× | — |
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 | $2.0B | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $1.9B | $308.6M |
| 自由现金流率自由现金流/营收 | 114.2% | 21.8% |
| 资本支出强度资本支出/营收 | 3.4% | 21.1% |
| 现金转化率经营现金流/净利润 | 9.30× | — |
| 过去12个月自由现金流最近4个季度 | $-1.7B | $1.4B |
8季度趋势，按日历期对齐
经营现金流JEFRBLX
| Q4 25 | $2.0B | $607.0M | ||
| Q3 25 | $184.2M | $546.2M | ||
| Q2 25 | $-978.3M | $199.3M | ||
| Q1 25 | $-2.7B | $443.9M | ||
| Q4 24 | — | $184.5M | ||
| Q3 24 | — | $247.4M | ||
| Q2 24 | — | $151.4M | ||
| Q1 24 | $-1.3B | $238.9M |
自由现金流JEFRBLX
| Q4 25 | $1.9B | $308.6M | ||
| Q3 25 | $126.0M | $443.6M | ||
| Q2 25 | $-1.0B | $176.7M | ||
| Q1 25 | $-2.7B | $426.5M | ||
| Q4 24 | — | $120.6M | ||
| Q3 24 | — | $218.0M | ||
| Q2 24 | — | $111.7M | ||
| Q1 24 | $-1.4B | $192.3M |
自由现金流率JEFRBLX
| Q4 25 | 114.2% | 21.8% | ||
| Q3 25 | 8.4% | 32.6% | ||
| Q2 25 | -83.3% | 16.3% | ||
| Q1 25 | -237.2% | 41.2% | ||
| Q4 24 | — | 12.2% | ||
| Q3 24 | — | 23.7% | ||
| Q2 24 | — | 12.5% | ||
| Q1 24 | -139.4% | 24.0% |
资本支出强度JEFRBLX
| Q4 25 | 3.4% | 21.1% | ||
| Q3 25 | 3.9% | 7.5% | ||
| Q2 25 | 3.6% | 2.1% | ||
| Q1 25 | 4.3% | 1.7% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 4.4% | ||
| Q1 24 | 9.9% | 5.8% |
现金转化率JEFRBLX
| Q4 25 | 9.30× | — | ||
| Q3 25 | 0.76× | — | ||
| Q2 25 | -10.70× | — | ||
| Q1 25 | -19.48× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -8.04× | — |
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
JEF
| Investment Banking Underwriting | $555.6M | 33% |
| Principal Transactions Revenue | $378.3M | 23% |
| Commissions And Other Fees | $356.0M | 21% |
| Other | $177.8M | 11% |
| Internet Connection And Boadband Revenue | $57.0M | 3% |
| Other Sources Of Revenue Miscellaneous | $53.3M | 3% |
| Real Estate | $50.7M | 3% |
| Strategic Affiliates Revenue | $13.8M | 1% |
| Asset Management1 | $12.1M | 1% |
| Fixed Income Services | $1.6M | 0% |
RBLX
暂无分部数据
