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Masco（MAS）与PINTEREST, INC.（PINS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是PINTEREST, INC.的1.5倍（$1.9B vs $1.3B），PINTEREST, INC.净利率更高（21.0% vs 11.9%，领先9.1%），PINTEREST, INC.同比增速更快（14.3% vs 6.5%），过去两年PINTEREST, INC.的营收复合增速更高（33.5% 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。
Pinterest是美国社交媒体服务商，主打数字图板形式的信息发布与发现功能，用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立，总部位于旧金山。
MAS vs PINS — 直观对比
营收规模更大
MAS
是对方的1.5倍
$1.3B
营收增速更快
PINS
高出7.8%
6.5%
净利率更高
PINS
高出9.1%
11.9%
两年增速更快
PINS
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.3B |
| 净利润 | $228.0M | $277.1M |
| 毛利率 | 35.8% | 82.8% |
| 营业利润率 | 16.5% | 22.8% |
| 净利率 | 11.9% | 21.0% |
| 营收同比 | 6.5% | 14.3% |
| 净利润同比 | 14.5% | -85.0% |
| 每股收益（稀释后） | — | $0.41 |
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MASPINS
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | $1.3B | ||
| Q3 25 | $1.9B | $1.0B | ||
| Q2 25 | $2.1B | $998.2M | ||
| Q1 25 | $1.8B | $855.0M | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $2.0B | $898.4M | ||
| Q2 24 | $2.1B | $853.7M |
净利润MASPINS
| Q1 26 | $228.0M | — | ||
| Q4 25 | $165.0M | $277.1M | ||
| Q3 25 | $189.0M | $92.1M | ||
| Q2 25 | $270.0M | $38.8M | ||
| Q1 25 | $186.0M | $8.9M | ||
| Q4 24 | $182.0M | $1.8B | ||
| Q3 24 | $167.0M | $30.6M | ||
| Q2 24 | $258.0M | $8.9M |
毛利率MASPINS
| Q1 26 | 35.8% | — | ||
| Q4 25 | 33.9% | 82.8% | ||
| Q3 25 | 34.2% | 79.8% | ||
| Q2 25 | 37.6% | 79.7% | ||
| Q1 25 | 35.8% | 76.7% | ||
| Q4 24 | 34.8% | 82.9% | ||
| Q3 24 | 36.6% | 79.1% | ||
| Q2 24 | 37.5% | 78.3% |
营业利润率MASPINS
| Q1 26 | 16.5% | — | ||
| Q4 25 | 13.8% | 22.8% | ||
| Q3 25 | 15.8% | 5.6% | ||
| Q2 25 | 20.1% | -0.4% | ||
| Q1 25 | 15.9% | -4.1% | ||
| Q4 24 | 15.9% | 22.7% | ||
| Q3 24 | 18.0% | -0.7% | ||
| Q2 24 | 19.0% | -2.5% |
净利率MASPINS
| Q1 26 | 11.9% | — | ||
| Q4 25 | 9.2% | 21.0% | ||
| Q3 25 | 9.9% | 8.8% | ||
| Q2 25 | 13.2% | 3.9% | ||
| Q1 25 | 10.3% | 1.0% | ||
| Q4 24 | 10.0% | 160.1% | ||
| Q3 24 | 8.4% | 3.4% | ||
| Q2 24 | 12.3% | 1.0% |
每股收益（稀释后）MASPINS
| Q1 26 | — | — | ||
| Q4 25 | $0.81 | $0.41 | ||
| Q3 25 | $0.90 | $0.13 | ||
| Q2 25 | $1.28 | $0.06 | ||
| Q1 25 | $0.87 | $0.01 | ||
| Q4 24 | $0.85 | $2.66 | ||
| Q3 24 | $0.77 | $0.04 | ||
| Q2 24 | $1.17 | $0.01 |
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 | — | $969.3M |
| 总债务越低越好 | $2.9B | — |
| 股东权益账面价值 | $27.0M | $4.7B |
| 总资产 | $5.2B | $5.5B |
| 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MASPINS
| Q1 26 | — | — | ||
| Q4 25 | $647.0M | $969.3M | ||
| Q3 25 | $559.0M | $1.1B | ||
| Q2 25 | $390.0M | $1.2B | ||
| Q1 25 | $377.0M | $1.3B | ||
| Q4 24 | $634.0M | $1.1B | ||
| Q3 24 | $646.0M | $1.0B | ||
| Q2 24 | $398.0M | $1.4B |
总债务MASPINS
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MASPINS
| Q1 26 | $27.0M | — | ||
| Q4 25 | $-185.0M | $4.7B | ||
| Q3 25 | $-78.0M | $4.8B | ||
| Q2 25 | $-84.0M | $4.8B | ||
| Q1 25 | $-254.0M | $4.7B | ||
| Q4 24 | $-279.0M | $4.8B | ||
| Q3 24 | $-88.0M | $2.9B | ||
| Q2 24 | $-26.0M | $3.2B |
总资产MASPINS
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $5.5B | ||
| Q3 25 | $5.3B | $5.5B | ||
| Q2 25 | $5.3B | $5.4B | ||
| Q1 25 | $5.1B | $5.3B | ||
| Q4 24 | $5.0B | $5.3B | ||
| Q3 24 | $5.3B | $3.5B | ||
| Q2 24 | $5.4B | $3.7B |
负债/权益比MASPINS
| Q1 26 | 109.07× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $391.2M |
| 自由现金流经营现金流 - 资本支出 | — | $380.4M |
| 自由现金流率自由现金流/营收 | — | 28.8% |
| 资本支出强度资本支出/营收 | 1.8% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | $1.3B |
8季度趋势，按日历期对齐
经营现金流MASPINS
| Q1 26 | — | — | ||
| Q4 25 | $418.0M | $391.2M | ||
| Q3 25 | $456.0M | $321.7M | ||
| Q2 25 | $306.0M | $207.7M | ||
| Q1 25 | $-158.0M | $363.7M | ||
| Q4 24 | $407.0M | $254.0M | ||
| Q3 24 | $416.0M | $248.0M | ||
| Q2 24 | $346.0M | $106.4M |
自由现金流MASPINS
| Q1 26 | — | — | ||
| Q4 25 | $371.0M | $380.4M | ||
| Q3 25 | $415.0M | $318.4M | ||
| Q2 25 | $270.0M | $196.7M | ||
| Q1 25 | $-190.0M | $356.4M | ||
| Q4 24 | $351.0M | $250.2M | ||
| Q3 24 | $378.0M | $244.1M | ||
| Q2 24 | $303.0M | $101.6M |
自由现金流率MASPINS
| Q1 26 | — | — | ||
| Q4 25 | 20.7% | 28.8% | ||
| Q3 25 | 21.6% | 30.3% | ||
| Q2 25 | 13.2% | 19.7% | ||
| Q1 25 | -10.5% | 41.7% | ||
| Q4 24 | 19.2% | 21.7% | ||
| Q3 24 | 19.1% | 27.2% | ||
| Q2 24 | 14.5% | 11.9% |
资本支出强度MASPINS
| Q1 26 | 1.8% | — | ||
| Q4 25 | 2.6% | 0.8% | ||
| Q3 25 | 2.1% | 0.3% | ||
| Q2 25 | 1.8% | 1.1% | ||
| Q1 25 | 1.8% | 0.9% | ||
| Q4 24 | 3.1% | 0.3% | ||
| Q3 24 | 1.9% | 0.4% | ||
| Q2 24 | 2.1% | 0.6% |
现金转化率MASPINS
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | 1.41× | ||
| Q3 25 | 2.41× | 3.49× | ||
| Q2 25 | 1.13× | 5.36× | ||
| Q1 25 | -0.85× | 40.77× | ||
| Q4 24 | 2.24× | 0.14× | ||
| Q3 24 | 2.49× | 8.12× | ||
| Q2 24 | 1.34× | 11.98× |
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
PINS
| United States And Canada | $944.3M | 72% |
| Other | $375.0M | 28% |
