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MongoDB, Inc.（MDB）与Reddit, Inc.（RDDT）财务数据对比。点击上方公司名可切换其他公司
Reddit, Inc.的季度营收约是MongoDB, Inc.的1.2倍（$725.6M vs $628.3M），Reddit, Inc.净利率更高（34.7% vs -0.3%，领先35.0%），Reddit, Inc.同比增速更快（69.7% vs 18.7%），Reddit, Inc.自由现金流更多（$263.6M vs $141.8M），过去两年Reddit, Inc.的营收复合增速更高（72.8% vs 17.1%）
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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
MDB vs RDDT — 直观对比
营收规模更大
RDDT
是对方的1.2倍
$628.3M
营收增速更快
RDDT
高出51.0%
18.7%
净利率更高
RDDT
高出35.0%
-0.3%
自由现金流更多
RDDT
多$121.8M
$141.8M
两年增速更快
RDDT
近两年复合增速
17.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $628.3M | $725.6M |
| 净利润 | $-2.0M | $251.6M |
| 毛利率 | 71.5% | 91.9% |
| 营业利润率 | -2.9% | 31.9% |
| 净利率 | -0.3% | 34.7% |
| 营收同比 | 18.7% | 69.7% |
| 净利润同比 | 79.5% | 254.2% |
| 每股收益（稀释后） | — | $1.24 |
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MDBRDDT
| Q4 25 | $628.3M | $725.6M | ||
| Q3 25 | $591.4M | $584.9M | ||
| Q2 25 | $549.0M | $499.6M | ||
| Q1 25 | $548.4M | $392.4M | ||
| Q4 24 | $529.4M | $427.7M | ||
| Q3 24 | $478.1M | $348.4M | ||
| Q2 24 | $450.6M | $281.2M | ||
| Q1 24 | $458.0M | $243.0M |
净利润MDBRDDT
| Q4 25 | $-2.0M | $251.6M | ||
| Q3 25 | $-47.0M | $162.7M | ||
| Q2 25 | $-37.6M | $89.3M | ||
| Q1 25 | $15.8M | $26.2M | ||
| Q4 24 | $-9.8M | $71.0M | ||
| Q3 24 | $-54.5M | $29.9M | ||
| Q2 24 | $-80.6M | $-10.1M | ||
| Q1 24 | $-55.5M | $-575.1M |
毛利率MDBRDDT
| Q4 25 | 71.5% | 91.9% | ||
| Q3 25 | 71.0% | 91.0% | ||
| Q2 25 | 71.2% | 90.8% | ||
| Q1 25 | 72.8% | 90.5% | ||
| Q4 24 | 74.4% | 92.6% | ||
| Q3 24 | 73.2% | 90.1% | ||
| Q2 24 | 72.8% | 89.5% | ||
| Q1 24 | 75.0% | 88.6% |
营业利润率MDBRDDT
| Q4 25 | -2.9% | 31.9% | ||
| Q3 25 | -11.0% | 23.7% | ||
| Q2 25 | -9.8% | 13.6% | ||
| Q1 25 | -3.4% | 1.0% | ||
| Q4 24 | -5.3% | 12.4% | ||
| Q3 24 | -14.9% | 2.0% | ||
| Q2 24 | -21.8% | -11.0% | ||
| Q1 24 | -15.5% | -242.5% |
净利率MDBRDDT
| Q4 25 | -0.3% | 34.7% | ||
| Q3 25 | -8.0% | 27.8% | ||
| Q2 25 | -6.9% | 17.9% | ||
| Q1 25 | 2.9% | 6.7% | ||
| Q4 24 | -1.8% | 16.6% | ||
| Q3 24 | -11.4% | 8.6% | ||
| Q2 24 | -17.9% | -3.6% | ||
| Q1 24 | -12.1% | -236.7% |
每股收益（稀释后）MDBRDDT
| Q4 25 | — | $1.24 | ||
| Q3 25 | — | $0.80 | ||
| Q2 25 | — | $0.45 | ||
| Q1 25 | — | $0.13 | ||
| Q4 24 | — | $4.76 | ||
| Q3 24 | — | $0.16 | ||
| Q2 24 | — | $-0.06 | ||
| Q1 24 | — | $-8.19 |
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 | $953.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $2.9B |
| 总资产 | $3.6B | $3.2B |
| 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MDBRDDT
| Q4 25 | $834.1M | $953.6M | ||
| Q3 25 | $647.1M | $911.7M | ||
| Q2 25 | $657.8M | $734.1M | ||
| Q1 25 | $490.1M | $635.7M | ||
| Q4 24 | $673.1M | $562.1M | ||
| Q3 24 | $1.3B | $515.9M | ||
| Q2 24 | $815.7M | $468.0M | ||
| Q1 24 | $803.0M | $968.5M |
股东权益MDBRDDT
| Q4 25 | $2.9B | $2.9B | ||
| Q3 25 | $2.9B | $2.6B | ||
| Q2 25 | $3.0B | $2.4B | ||
| Q1 25 | $2.8B | $2.2B | ||
| Q4 24 | $1.5B | $2.1B | ||
| Q3 24 | $1.4B | $2.0B | ||
| Q2 24 | $1.3B | $1.9B | ||
| Q1 24 | $1.1B | $1.8B |
总资产MDBRDDT
| Q4 25 | $3.6B | $3.2B | ||
| Q3 25 | $3.5B | $2.9B | ||
| Q2 25 | $3.6B | $2.6B | ||
| Q1 25 | $3.4B | $2.4B | ||
| Q4 24 | $3.2B | $2.3B | ||
| Q3 24 | $3.1B | $2.2B | ||
| Q2 24 | $3.0B | $2.1B | ||
| Q1 24 | $2.9B | $2.0B |
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 | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $141.8M | $263.6M |
| 自由现金流率自由现金流/营收 | 22.6% | 36.3% |
| 资本支出强度资本支出/营收 | 0.3% | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.06× |
| 过去12个月自由现金流最近4个季度 | $346.3M | $684.2M |
8季度趋势，按日历期对齐
经营现金流MDBRDDT
| Q4 25 | $143.5M | $266.8M | ||
| Q3 25 | $72.1M | $185.2M | ||
| Q2 25 | $109.9M | $111.3M | ||
| Q1 25 | $50.5M | $127.6M | ||
| Q4 24 | $37.4M | $90.0M | ||
| Q3 24 | $-1.4M | $71.6M | ||
| Q2 24 | $63.6M | $28.4M | ||
| Q1 24 | $54.6M | $32.1M |
自由现金流MDBRDDT
| Q4 25 | $141.8M | $263.6M | ||
| Q3 25 | $71.6M | $183.1M | ||
| Q2 25 | $108.3M | $110.8M | ||
| Q1 25 | $24.6M | $126.6M | ||
| Q4 24 | $35.5M | $89.2M | ||
| Q3 24 | $-2.4M | $70.3M | ||
| Q2 24 | $63.1M | $27.2M | ||
| Q1 24 | $51.9M | $29.2M |
自由现金流率MDBRDDT
| Q4 25 | 22.6% | 36.3% | ||
| Q3 25 | 12.1% | 31.3% | ||
| Q2 25 | 19.7% | 22.2% | ||
| Q1 25 | 4.5% | 32.3% | ||
| Q4 24 | 6.7% | 20.8% | ||
| Q3 24 | -0.5% | 20.2% | ||
| Q2 24 | 14.0% | 9.7% | ||
| Q1 24 | 11.3% | 12.0% |
资本支出强度MDBRDDT
| Q4 25 | 0.3% | 0.4% | ||
| Q3 25 | 0.1% | 0.4% | ||
| Q2 25 | 0.3% | 0.1% | ||
| Q1 25 | 4.7% | 0.2% | ||
| Q4 24 | 0.4% | 0.2% | ||
| Q3 24 | 0.2% | 0.4% | ||
| Q2 24 | 0.1% | 0.4% | ||
| Q1 24 | 0.6% | 1.2% |
现金转化率MDBRDDT
| Q4 25 | — | 1.06× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | 3.19× | 4.88× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | — | 2.40× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |
