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MongoDB, Inc.（MDB）与利氏兄弟拍卖行（RBA）财务数据对比。点击上方公司名可切换其他公司
利氏兄弟拍卖行的季度营收约是MongoDB, Inc.的1.9倍（$1.2B vs $628.3M），利氏兄弟拍卖行净利率更高（9.1% vs -0.3%，领先9.4%），MongoDB, Inc.同比增速更快（18.7% vs 5.4%），利氏兄弟拍卖行自由现金流更多（$186.5M vs $141.8M），过去两年MongoDB, Inc.的营收复合增速更高（17.1% vs 6.3%）
MongoDB Inc.是美国软件企业，核心业务为开发面向非结构化数据的数据库引擎MongoDB并提供相关商用技术支持。该产品脱胎于NoSQL数据库，后续新增ACID事务等能力，功能覆盖场景持续拓展，可充分满足全球企业级客户的多元需求。
利氏兄弟拍卖行（股票代码RBA）是全球知名的工业资产拍卖服务商，注册地位于加拿大，属公开上市企业，总部设在美国伊利诺伊州韦斯特切斯特，普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
MDB vs RBA — 直观对比
营收规模更大
RBA
是对方的1.9倍
$628.3M
营收增速更快
MDB
高出13.3%
5.4%
净利率更高
RBA
高出9.4%
-0.3%
自由现金流更多
RBA
多$44.7M
$141.8M
两年增速更快
MDB
近两年复合增速
6.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $628.3M | $1.2B |
| 净利润 | $-2.0M | $109.7M |
| 毛利率 | 71.5% | — |
| 营业利润率 | -2.9% | 14.7% |
| 净利率 | -0.3% | 9.1% |
| 营收同比 | 18.7% | 5.4% |
| 净利润同比 | 79.5% | -7.4% |
| 每股收益（稀释后） | — | $0.53 |
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MDBRBA
| Q4 25 | $628.3M | $1.2B | ||
| Q3 25 | $591.4M | $1.1B | ||
| Q2 25 | $549.0M | $1.2B | ||
| Q1 25 | $548.4M | $1.1B | ||
| Q4 24 | $529.4M | $1.1B | ||
| Q3 24 | $478.1M | $981.8M | ||
| Q2 24 | $450.6M | $1.1B | ||
| Q1 24 | $458.0M | $1.1B |
净利润MDBRBA
| Q4 25 | $-2.0M | $109.7M | ||
| Q3 25 | $-47.0M | $95.5M | ||
| Q2 25 | $-37.6M | $109.8M | ||
| Q1 25 | $15.8M | $113.4M | ||
| Q4 24 | $-9.8M | $118.5M | ||
| Q3 24 | $-54.5M | $76.1M | ||
| Q2 24 | $-80.6M | $111.1M | ||
| Q1 24 | $-55.5M | $107.4M |
毛利率MDBRBA
| Q4 25 | 71.5% | — | ||
| Q3 25 | 71.0% | — | ||
| Q2 25 | 71.2% | — | ||
| Q1 25 | 72.8% | — | ||
| Q4 24 | 74.4% | — | ||
| Q3 24 | 73.2% | — | ||
| Q2 24 | 72.8% | — | ||
| Q1 24 | 75.0% | — |
营业利润率MDBRBA
| Q4 25 | -2.9% | 14.7% | ||
| Q3 25 | -11.0% | 14.5% | ||
| Q2 25 | -9.8% | 15.9% | ||
| Q1 25 | -3.4% | 17.1% | ||
| Q4 24 | -5.3% | 18.1% | ||
| Q3 24 | -14.9% | 15.6% | ||
| Q2 24 | -21.8% | 18.4% | ||
| Q1 24 | -15.5% | 18.7% |
净利率MDBRBA
| Q4 25 | -0.3% | 9.1% | ||
| Q3 25 | -8.0% | 8.7% | ||
| Q2 25 | -6.9% | 9.3% | ||
| Q1 25 | 2.9% | 10.2% | ||
| Q4 24 | -1.8% | 10.4% | ||
| Q3 24 | -11.4% | 7.8% | ||
| Q2 24 | -17.9% | 10.1% | ||
| Q1 24 | -12.1% | 10.1% |
每股收益（稀释后）MDBRBA
| Q4 25 | — | $0.53 | ||
| Q3 25 | — | $0.43 | ||
| Q2 25 | — | $0.53 | ||
| Q1 25 | — | $0.55 | ||
| Q4 24 | — | $0.58 | ||
| Q3 24 | — | $0.36 | ||
| Q2 24 | — | $0.54 | ||
| Q1 24 | — | $0.53 |
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 | $834.1M | $531.5M |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | $2.9B | $5.6B |
| 总资产 | $3.6B | $12.1B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资MDBRBA
| Q4 25 | $834.1M | $531.5M | ||
| Q3 25 | $647.1M | $674.7M | ||
| Q2 25 | $657.8M | $710.2M | ||
| Q1 25 | $490.1M | $578.1M | ||
| Q4 24 | $673.1M | $533.9M | ||
| Q3 24 | $1.3B | $650.7M | ||
| Q2 24 | $815.7M | $599.5M | ||
| Q1 24 | $803.0M | $462.8M |
总债务MDBRBA
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.8B | ||
| Q1 24 | — | $2.9B |
股东权益MDBRBA
| Q4 25 | $2.9B | $5.6B | ||
| Q3 25 | $2.9B | $5.5B | ||
| Q2 25 | $3.0B | $5.5B | ||
| Q1 25 | $2.8B | $5.3B | ||
| Q4 24 | $1.5B | $5.2B | ||
| Q3 24 | $1.4B | $5.2B | ||
| Q2 24 | $1.3B | $5.2B | ||
| Q1 24 | $1.1B | $5.1B |
总资产MDBRBA
| Q4 25 | $3.6B | $12.1B | ||
| Q3 25 | $3.5B | $12.2B | ||
| Q2 25 | $3.6B | $12.2B | ||
| Q1 25 | $3.4B | $11.9B | ||
| Q4 24 | $3.2B | $11.8B | ||
| Q3 24 | $3.1B | $11.9B | ||
| Q2 24 | $3.0B | $12.1B | ||
| Q1 24 | $2.9B | $12.0B |
负债/权益比MDBRBA
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.52× | ||
| Q2 24 | — | 0.55× | ||
| Q1 24 | — | 0.58× |
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 | $143.5M | $255.2M |
| 自由现金流经营现金流 - 资本支出 | $141.8M | $186.5M |
| 自由现金流率自由现金流/营收 | 22.6% | 15.5% |
| 资本支出强度资本支出/营收 | 0.3% | 5.7% |
| 现金转化率经营现金流/净利润 | — | 2.33× |
| 过去12个月自由现金流最近4个季度 | $346.3M | $719.2M |
8季度趋势，按日历期对齐
经营现金流MDBRBA
| Q4 25 | $143.5M | $255.2M | ||
| Q3 25 | $72.1M | $239.7M | ||
| Q2 25 | $109.9M | $326.5M | ||
| Q1 25 | $50.5M | $156.8M | ||
| Q4 24 | $37.4M | $184.5M | ||
| Q3 24 | $-1.4M | $285.4M | ||
| Q2 24 | $63.6M | $337.3M | ||
| Q1 24 | $54.6M | $124.8M |
自由现金流MDBRBA
| Q4 25 | $141.8M | $186.5M | ||
| Q3 25 | $71.6M | $188.5M | ||
| Q2 25 | $108.3M | $241.7M | ||
| Q1 25 | $24.6M | $102.5M | ||
| Q4 24 | $35.5M | $127.9M | ||
| Q3 24 | $-2.4M | $248.5M | ||
| Q2 24 | $63.1M | $308.6M | ||
| Q1 24 | $51.9M | $79.6M |
自由现金流率MDBRBA
| Q4 25 | 22.6% | 15.5% | ||
| Q3 25 | 12.1% | 17.3% | ||
| Q2 25 | 19.7% | 20.4% | ||
| Q1 25 | 4.5% | 9.2% | ||
| Q4 24 | 6.7% | 11.2% | ||
| Q3 24 | -0.5% | 25.3% | ||
| Q2 24 | 14.0% | 28.2% | ||
| Q1 24 | 11.3% | 7.5% |
资本支出强度MDBRBA
| Q4 25 | 0.3% | 5.7% | ||
| Q3 25 | 0.1% | 4.7% | ||
| Q2 25 | 0.3% | 7.2% | ||
| Q1 25 | 4.7% | 4.9% | ||
| Q4 24 | 0.4% | 5.0% | ||
| Q3 24 | 0.2% | 3.8% | ||
| Q2 24 | 0.1% | 2.6% | ||
| Q1 24 | 0.6% | 4.2% |
现金转化率MDBRBA
| Q4 25 | — | 2.33× | ||
| Q3 25 | — | 2.51× | ||
| Q2 25 | — | 2.97× | ||
| Q1 25 | 3.19× | 1.38× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | — | 3.75× | ||
| Q2 24 | — | 3.04× | ||
| Q1 24 | — | 1.16× |
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
MDB
| Mongo DB Atlas Related | $470.4M | 75% |
| Other Subscription | $138.7M | 22% |
| Services | $19.2M | 3% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
