vs
欢聚集团(JOYY)与奇富科技(QFIN)财务数据对比。点击上方公司名可切换其他公司
欢聚集团的季度营收约是奇富科技的2.1倍($1.5B vs $731.2M),奇富科技净利率更高(27.5% vs 10.4%,领先17.1%),过去两年欢聚集团的营收复合增速更高(16.8% vs 16.4%)
欢聚集团是全球化社交媒体科技企业,主营直播、短视频、社交互动类数字娱乐服务,核心产品覆盖东南亚、中东、拉美等多个新兴市场,为全球用户提供丰富的沉浸式互动内容体验。
奇富科技(原360数科)是中国头部金融科技企业,主要为持牌金融机构提供智能风控、信贷技术解决方案,服务广大个人消费者及中小微企业,依托大数据、人工智能技术提升金融服务的普惠性与运营效率。
JOYY vs QFIN — 直观对比
营收规模更大
JOYY
是对方的2.1倍
$731.2M
净利率更高
QFIN
高出17.1%
10.4%
两年增速更快
JOYY
近两年复合增速
16.4%
损益表 — Q3 FY2025 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $731.2M |
| 净利润 | $160.1M | $201.2M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 2.4% | 32.7% |
| 净利率 | 10.4% | 27.5% |
| 营收同比 | — | — |
| 净利润同比 | — | — |
| 每股收益(稀释后) | — | — |
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
JOYY
QFIN
| Q3 25 | $1.5B | $731.2M | ||
| Q2 25 | $1.0B | $728.1M | ||
| Q1 25 | $494.4M | $646.4M | ||
| Q3 24 | $1.7B | $622.7M | ||
| Q2 24 | $1.1B | $572.4M | ||
| Q1 24 | $564.6M | $575.2M | ||
| Q3 23 | $1.7B | $586.8M | ||
| Q2 23 | $1.1B | $539.8M |
净利润
JOYY
QFIN
| Q3 25 | $160.1M | $201.2M | ||
| Q2 25 | $100.9M | $241.6M | ||
| Q1 25 | $42.9M | $247.6M | ||
| Q3 24 | $143.9M | $256.3M | ||
| Q2 24 | $87.9M | $189.4M | ||
| Q1 24 | $40.2M | $160.7M | ||
| Q3 23 | $232.3M | $155.9M | ||
| Q2 23 | $167.2M | $150.8M |
毛利率
JOYY
QFIN
| Q3 25 | 36.1% | — | ||
| Q2 25 | 36.3% | — | ||
| Q1 25 | 36.1% | — | ||
| Q3 24 | 35.7% | — | ||
| Q2 24 | 34.9% | — | ||
| Q1 24 | 34.6% | — | ||
| Q3 23 | 36.0% | — | ||
| Q2 23 | 35.6% | — |
营业利润率
JOYY
QFIN
| Q3 25 | 2.4% | 32.7% | ||
| Q2 25 | 1.8% | 41.0% | ||
| Q1 25 | 2.5% | 42.1% | ||
| Q3 24 | 1.3% | 52.4% | ||
| Q2 24 | 0.5% | 47.7% | ||
| Q1 24 | 0.6% | 32.8% | ||
| Q3 23 | 1.4% | 32.4% | ||
| Q2 23 | 1.1% | 30.2% |
净利率
JOYY
QFIN
| Q3 25 | 10.4% | 27.5% | ||
| Q2 25 | 10.1% | 33.2% | ||
| Q1 25 | 8.7% | 38.3% | ||
| Q3 24 | 8.5% | 41.2% | ||
| Q2 24 | 7.8% | 33.1% | ||
| Q1 24 | 7.1% | 27.9% | ||
| Q3 23 | 13.7% | 26.6% | ||
| Q2 23 | 14.8% | 27.9% |
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 | $383.8M | $6.5B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.6B | $24.3B |
| 总资产 | $7.5B | $61.4B |
| 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
JOYY
QFIN
| Q3 25 | $383.8M | $6.5B | ||
| Q2 25 | $401.0M | $5.3B | ||
| Q1 25 | $801.5M | $8.6B | ||
| Q3 24 | $481.8M | $4.3B | ||
| Q2 24 | $607.1M | $6.3B | ||
| Q1 24 | $728.2M | $5.3B | ||
| Q3 23 | $1.2B | $4.9B | ||
| Q2 23 | — | $5.3B |
股东权益
JOYY
QFIN
| Q3 25 | $6.6B | $24.3B | ||
| Q2 25 | $6.6B | $24.1B | ||
| Q1 25 | $6.6B | $23.1B | ||
| Q3 24 | $5.3B | $22.9B | ||
| Q2 24 | $5.3B | $22.6B | ||
| Q1 24 | $5.3B | $22.1B | ||
| Q3 23 | $5.3B | $21.1B | ||
| Q2 23 | $5.2B | $20.9B |
总资产
JOYY
QFIN
| Q3 25 | $7.5B | $61.4B | ||
| Q2 25 | $7.5B | $59.8B | ||
| Q1 25 | $7.6B | $55.6B | ||
| Q3 24 | $8.1B | $47.0B | ||
| Q2 24 | $8.1B | $47.0B | ||
| Q1 24 | $8.6B | $47.4B | ||
| Q3 23 | $8.4B | $46.0B | ||
| Q2 23 | — | $43.4B |
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 | — | $351.4M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 1.75× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
JOYY
QFIN
| Q3 25 | — | $351.4M | ||
| Q2 25 | — | $366.0M | ||
| Q1 25 | — | $386.6M | ||
| Q3 24 | — | $338.0M | ||
| Q2 24 | — | $269.9M | ||
| Q1 24 | — | $271.2M | ||
| Q3 23 | — | $170.5M | ||
| Q2 23 | — | $242.9M |
现金转化率
JOYY
QFIN
| Q3 25 | — | 1.75× | ||
| Q2 25 | — | 1.52× | ||
| Q1 25 | — | 1.56× | ||
| Q3 24 | — | 1.32× | ||
| Q2 24 | — | 1.43× | ||
| Q1 24 | — | 1.69× | ||
| Q3 23 | — | 1.09× | ||
| Q2 23 | — | 1.61× |
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
JOYY
| Live streaming | $1.1B | 74% |
| Advertising | $297.3M | 19% |
| Others | $109.8M | 7% |
QFIN
暂无分部数据