vs
Masco（MAS）与怪兽饮料（MNST）财务数据对比。点击上方公司名可切换其他公司
怪兽饮料的季度营收约是Masco的1.1倍（$2.1B vs $1.9B），怪兽饮料净利率更高（21.1% vs 11.9%，领先9.2%），怪兽饮料同比增速更快（17.6% vs 6.5%），过去两年怪兽饮料的营收复合增速更高（5.9% vs -4.2%）
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
怪兽饮料是美国知名饮品企业，旗下拥有魔爪、Relentless、Reign、Burn等多款畅销能量饮料产品。公司1935年创立于美国南加州，前身为Hansen's，最初主营果汁产品，2012年正式更为现名。
MAS vs MNST — 直观对比
营收规模更大
MNST
是对方的1.1倍
$1.9B
营收增速更快
MNST
高出11.1%
6.5%
净利率更高
MNST
高出9.2%
11.9%
两年增速更快
MNST
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $2.1B |
| 净利润 | $228.0M | $449.2M |
| 毛利率 | 35.8% | 55.5% |
| 营业利润率 | 16.5% | 25.5% |
| 净利率 | 11.9% | 21.1% |
| 营收同比 | 6.5% | 17.6% |
| 净利润同比 | 14.5% | 65.9% |
| 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MASMNST
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | $2.1B | ||
| Q3 25 | $1.9B | $2.2B | ||
| Q2 25 | $2.1B | $2.1B | ||
| Q1 25 | $1.8B | $1.9B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $2.0B | $1.9B | ||
| Q2 24 | $2.1B | $1.9B |
净利润MASMNST
| Q1 26 | $228.0M | — | ||
| Q4 25 | $165.0M | $449.2M | ||
| Q3 25 | $189.0M | $524.5M | ||
| Q2 25 | $270.0M | $488.8M | ||
| Q1 25 | $186.0M | $443.0M | ||
| Q4 24 | $182.0M | $270.7M | ||
| Q3 24 | $167.0M | $370.9M | ||
| Q2 24 | $258.0M | $425.4M |
毛利率MASMNST
| Q1 26 | 35.8% | — | ||
| Q4 25 | 33.9% | 55.5% | ||
| Q3 25 | 34.2% | 55.7% | ||
| Q2 25 | 37.6% | 55.7% | ||
| Q1 25 | 35.8% | 56.5% | ||
| Q4 24 | 34.8% | 55.3% | ||
| Q3 24 | 36.6% | 53.2% | ||
| Q2 24 | 37.5% | 53.6% |
营业利润率MASMNST
| Q1 26 | 16.5% | — | ||
| Q4 25 | 13.8% | 25.5% | ||
| Q3 25 | 15.8% | 30.7% | ||
| Q2 25 | 20.1% | 29.9% | ||
| Q1 25 | 15.9% | 30.7% | ||
| Q4 24 | 15.9% | 21.0% | ||
| Q3 24 | 18.0% | 25.5% | ||
| Q2 24 | 19.0% | 27.7% |
净利率MASMNST
| Q1 26 | 11.9% | — | ||
| Q4 25 | 9.2% | 21.1% | ||
| Q3 25 | 9.9% | 23.9% | ||
| Q2 25 | 13.2% | 23.1% | ||
| Q1 25 | 10.3% | 23.9% | ||
| Q4 24 | 10.0% | 14.9% | ||
| Q3 24 | 8.4% | 19.7% | ||
| Q2 24 | 12.3% | 22.4% |
每股收益（稀释后）MASMNST
| Q1 26 | — | — | ||
| Q4 25 | $0.81 | — | ||
| Q3 25 | $0.90 | — | ||
| Q2 25 | $1.28 | — | ||
| Q1 25 | $0.87 | — | ||
| Q4 24 | $0.85 | — | ||
| Q3 24 | $0.77 | — | ||
| Q2 24 | $1.17 | — |
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 | — | $2.8B |
| 总债务越低越好 | $2.9B | — |
| 股东权益账面价值 | $27.0M | $8.3B |
| 总资产 | $5.2B | $10.0B |
| 负债/权益比越低杠杆越低 | 109.07× | — |
8季度趋势，按日历期对齐
现金及短期投资MASMNST
| Q1 26 | — | — | ||
| Q4 25 | $647.0M | $2.8B | ||
| Q3 25 | $559.0M | $2.6B | ||
| Q2 25 | $390.0M | $2.1B | ||
| Q1 25 | $377.0M | $1.9B | ||
| Q4 24 | $634.0M | $1.5B | ||
| Q3 24 | $646.0M | $1.6B | ||
| Q2 24 | $398.0M | $1.6B |
总债务MASMNST
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $199.1M | ||
| Q4 24 | $2.9B | $374.0M | ||
| Q3 24 | — | $748.8M | ||
| Q2 24 | — | $748.7M |
股东权益MASMNST
| Q1 26 | $27.0M | — | ||
| Q4 25 | $-185.0M | $8.3B | ||
| Q3 25 | $-78.0M | $7.7B | ||
| Q2 25 | $-84.0M | $7.2B | ||
| Q1 25 | $-254.0M | $6.5B | ||
| Q4 24 | $-279.0M | $6.0B | ||
| Q3 24 | $-88.0M | $5.8B | ||
| Q2 24 | $-26.0M | $5.9B |
总资产MASMNST
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $10.0B | ||
| Q3 25 | $5.3B | $9.6B | ||
| Q2 25 | $5.3B | $8.7B | ||
| Q1 25 | $5.1B | $8.2B | ||
| Q4 24 | $5.0B | $7.7B | ||
| Q3 24 | $5.3B | $8.1B | ||
| Q2 24 | $5.4B | $8.1B |
负债/权益比MASMNST
| Q1 26 | 109.07× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.03× | ||
| Q4 24 | — | 0.06× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.13× |
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 | — | $379.4M |
| 自由现金流经营现金流 - 资本支出 | — | $351.2M |
| 自由现金流率自由现金流/营收 | — | 16.5% |
| 资本支出强度资本支出/营收 | 1.8% | 1.3% |
| 现金转化率经营现金流/净利润 | — | 0.84× |
| 过去12个月自由现金流最近4个季度 | — | $2.0B |
8季度趋势，按日历期对齐
经营现金流MASMNST
| Q1 26 | — | — | ||
| Q4 25 | $418.0M | $379.4M | ||
| Q3 25 | $456.0M | $745.1M | ||
| Q2 25 | $306.0M | $466.0M | ||
| Q1 25 | $-158.0M | $507.6M | ||
| Q4 24 | $407.0M | $461.7M | ||
| Q3 24 | $416.0M | $618.4M | ||
| Q2 24 | $346.0M | $436.3M |
自由现金流MASMNST
| Q1 26 | — | — | ||
| Q4 25 | $371.0M | $351.2M | ||
| Q3 25 | $415.0M | $701.5M | ||
| Q2 25 | $270.0M | $434.6M | ||
| Q1 25 | $-190.0M | $478.5M | ||
| Q4 24 | $351.0M | $370.4M | ||
| Q3 24 | $378.0M | $571.4M | ||
| Q2 24 | $303.0M | $376.5M |
自由现金流率MASMNST
| Q1 26 | — | — | ||
| Q4 25 | 20.7% | 16.5% | ||
| Q3 25 | 21.6% | 31.9% | ||
| Q2 25 | 13.2% | 20.6% | ||
| Q1 25 | -10.5% | 25.8% | ||
| Q4 24 | 19.2% | 20.4% | ||
| Q3 24 | 19.1% | 30.4% | ||
| Q2 24 | 14.5% | 19.8% |
资本支出强度MASMNST
| Q1 26 | 1.8% | — | ||
| Q4 25 | 2.6% | 1.3% | ||
| Q3 25 | 2.1% | 2.0% | ||
| Q2 25 | 1.8% | 1.5% | ||
| Q1 25 | 1.8% | 1.6% | ||
| Q4 24 | 3.1% | 5.0% | ||
| Q3 24 | 1.9% | 2.5% | ||
| Q2 24 | 2.1% | 3.1% |
现金转化率MASMNST
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | 0.84× | ||
| Q3 25 | 2.41× | 1.42× | ||
| Q2 25 | 1.13× | 0.95× | ||
| Q1 25 | -0.85× | 1.15× | ||
| Q4 24 | 2.24× | 1.71× | ||
| Q3 24 | 2.49× | 1.67× | ||
| Q2 24 | 1.34× | 1.03× |
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
MAS
暂无分部数据
MNST
| Monster Energy Drinks Segment | $1.2B | 57% |
| Sales Revenue Product Line | $905.5M | 42% |
| Strategic Brands Segment | $50.3M | 2% |
| Alcohol Brands Segment | $29.0M | 1% |
