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Kennedy-Wilson Holdings, Inc.（KW）与LiveRamp Holdings, Inc.（RAMP）财务数据对比。点击上方公司名可切换其他公司
LiveRamp Holdings, Inc.的季度营收约是Kennedy-Wilson Holdings, Inc.的1.8倍（$212.2M vs $120.6M），Kennedy-Wilson Holdings, Inc.净利率更高（48.1% vs 18.8%，领先29.3%），LiveRamp Holdings, Inc.同比增速更快（8.6% vs -11.0%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs -6.0%）
肯尼迪-威尔逊控股是一家房地产投资企业，公司总部位于美国加利福尼亚州比弗利山庄，业务覆盖全球多地房地产领域的投资与运营相关业务。
LiveRamp Holdings, Inc.是一家美国SaaS企业，核心业务为提供数据连接平台，服务涵盖数据导入、线下数据线上迁移等能力，助力企业开展营销相关的数据应用，为品牌及营销从业者的数字化运营提供技术支撑。
KW vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.8倍
$120.6M
营收增速更快
RAMP
高出19.6%
-11.0%
净利率更高
KW
高出29.3%
18.8%
两年增速更快
RAMP
近两年复合增速
-6.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $120.6M | $212.2M |
| 净利润 | $58.0M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | 57.3% | 18.6% |
| 净利率 | 48.1% | 18.8% |
| 营收同比 | -11.0% | 8.6% |
| 净利润同比 | 32.7% | 255.7% |
| 每股收益（稀释后） | $0.22 | $0.62 |
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KWRAMP
| Q4 25 | $120.6M | $212.2M | ||
| Q3 25 | $116.4M | $199.8M | ||
| Q2 25 | $135.7M | $194.8M | ||
| Q1 25 | $128.3M | $188.7M | ||
| Q4 24 | $135.5M | $195.4M | ||
| Q3 24 | $127.5M | $185.5M | ||
| Q2 24 | $132.0M | $176.0M | ||
| Q1 24 | $136.4M | $171.9M |
净利润KWRAMP
| Q4 25 | $58.0M | $39.9M | ||
| Q3 25 | $-10.2M | $27.4M | ||
| Q2 25 | $5.6M | $7.7M | ||
| Q1 25 | $-29.6M | $-6.3M | ||
| Q4 24 | $43.7M | $11.2M | ||
| Q3 24 | $-66.8M | $1.7M | ||
| Q2 24 | $-48.3M | $-7.5M | ||
| Q1 24 | $37.7M | $-5.4M |
毛利率KWRAMP
| Q4 25 | — | 71.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.1% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | — | 70.6% | ||
| Q1 24 | — | 72.2% |
营业利润率KWRAMP
| Q4 25 | 57.3% | 18.6% | ||
| Q3 25 | -6.2% | 10.7% | ||
| Q2 25 | 7.4% | 3.7% | ||
| Q1 25 | -26.9% | -6.1% | ||
| Q4 24 | 36.7% | 7.5% | ||
| Q3 24 | -60.8% | 4.0% | ||
| Q2 24 | -45.5% | -3.0% | ||
| Q1 24 | 47.2% | -8.3% |
净利率KWRAMP
| Q4 25 | 48.1% | 18.8% | ||
| Q3 25 | -8.8% | 13.7% | ||
| Q2 25 | 4.1% | 4.0% | ||
| Q1 25 | -23.1% | -3.3% | ||
| Q4 24 | 32.3% | 5.7% | ||
| Q3 24 | -52.4% | 0.9% | ||
| Q2 24 | -36.6% | -4.3% | ||
| Q1 24 | 27.6% | -3.1% |
每股收益（稀释后）KWRAMP
| Q4 25 | $0.22 | $0.62 | ||
| Q3 25 | $-0.15 | $0.42 | ||
| Q2 25 | $-0.05 | $0.12 | ||
| Q1 25 | $-0.30 | $-0.10 | ||
| Q4 24 | $0.24 | $0.17 | ||
| Q3 24 | $-0.56 | $0.03 | ||
| Q2 24 | $-0.43 | $-0.11 | ||
| Q1 24 | $0.19 | $-0.09 |
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 | $184.5M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $962.3M |
| 总资产 | $6.6B | $1.3B |
| 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KWRAMP
| Q4 25 | $184.5M | $403.4M | ||
| Q3 25 | $382.6M | $376.9M | ||
| Q2 25 | $309.1M | $371.1M | ||
| Q1 25 | $356.6M | $420.8M | ||
| Q4 24 | $217.5M | $384.3M | ||
| Q3 24 | $367.1M | $348.4M | ||
| Q2 24 | $366.5M | $342.7M | ||
| Q1 24 | $541.9M | $368.9M |
股东权益KWRAMP
| Q4 25 | $1.5B | $962.3M | ||
| Q3 25 | $1.5B | $943.8M | ||
| Q2 25 | $1.6B | $947.8M | ||
| Q1 25 | $1.6B | $948.9M | ||
| Q4 24 | $1.6B | $957.7M | ||
| Q3 24 | $1.6B | $932.1M | ||
| Q2 24 | $1.7B | $951.9M | ||
| Q1 24 | $1.7B | $949.1M |
总资产KWRAMP
| Q4 25 | $6.6B | $1.3B | ||
| Q3 25 | $6.7B | $1.2B | ||
| Q2 25 | $6.8B | $1.2B | ||
| Q1 25 | $7.2B | $1.3B | ||
| Q4 24 | $7.0B | $1.3B | ||
| Q3 24 | $7.4B | $1.2B | ||
| Q2 24 | $7.5B | $1.2B | ||
| Q1 24 | $7.7B | $1.2B |
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 | $11.4M | — |
| 自由现金流经营现金流 - 资本支出 | $-55.2M | — |
| 自由现金流率自由现金流/营收 | -45.8% | — |
| 资本支出强度资本支出/营收 | 55.2% | 0.1% |
| 现金转化率经营现金流/净利润 | 0.20× | — |
| 过去12个月自由现金流最近4个季度 | $-103.5M | — |
8季度趋势，按日历期对齐
经营现金流KWRAMP
| Q4 25 | $11.4M | — | ||
| Q3 25 | $-7.6M | $57.4M | ||
| Q2 25 | $42.0M | $-15.8M | ||
| Q1 25 | $-51.9M | — | ||
| Q4 24 | $55.1M | $45.1M | ||
| Q3 24 | $-5.6M | $55.6M | ||
| Q2 24 | $36.7M | $-9.3M | ||
| Q1 24 | $-5.6M | — |
自由现金流KWRAMP
| Q4 25 | $-55.2M | — | ||
| Q3 25 | $-18.0M | $56.8M | ||
| Q2 25 | $29.4M | $-16.2M | ||
| Q1 25 | $-59.7M | — | ||
| Q4 24 | $-76.5M | $44.8M | ||
| Q3 24 | $-27.7M | $55.4M | ||
| Q2 24 | $-500.0K | $-9.6M | ||
| Q1 24 | $-57.1M | — |
自由现金流率KWRAMP
| Q4 25 | -45.8% | — | ||
| Q3 25 | -15.5% | 28.4% | ||
| Q2 25 | 21.7% | -8.3% | ||
| Q1 25 | -46.5% | — | ||
| Q4 24 | -56.5% | 22.9% | ||
| Q3 24 | -21.7% | 29.8% | ||
| Q2 24 | -0.4% | -5.4% | ||
| Q1 24 | -41.9% | — |
资本支出强度KWRAMP
| Q4 25 | 55.2% | 0.1% | ||
| Q3 25 | 8.9% | 0.3% | ||
| Q2 25 | 9.3% | 0.2% | ||
| Q1 25 | 6.1% | 0.2% | ||
| Q4 24 | 97.1% | 0.1% | ||
| Q3 24 | 17.3% | 0.1% | ||
| Q2 24 | 28.2% | 0.1% | ||
| Q1 24 | 37.8% | 1.0% |
现金转化率KWRAMP
| Q4 25 | 0.20× | — | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | 7.50× | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.26× | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| Q2 24 | — | — | ||
| Q1 24 | -0.15× | — |
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
KW
| Consolidated Portfolio Segment | $84.9M | 70% |
| Investment Management Fees | $30.4M | 25% |
| Real Estate | $5.1M | 4% |
RAMP
暂无分部数据
