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Meta Platforms（META）与Take-Two Interactive（TTWO）财务数据对比。点击上方公司名可切换其他公司
Meta Platforms的季度营收约是Take-Two Interactive的35.3倍（$59.9B vs $1.7B），Meta Platforms净利率更高（38.0% vs -5.5%，领先43.5%），Take-Two Interactive同比增速更快（24.9% vs 23.8%），Meta Platforms自由现金流更多（$14.8B vs $236.2M），过去两年Meta Platforms的营收复合增速更高（28.2% vs 10.2%）
Meta Platforms是总部位于美国加利福尼亚州门洛帕克的跨国科技巨头，属于全球头部科技企业阵营。旗下运营Facebook、Instagram、WhatsApp、Messenger、Threads等多款知名社交媒体及通讯服务，同时开展自有及第三方站点广告业务，2023年广告收入占其总营收的97.8%。
Take-Two Interactive是总部位于美国纽约的电子游戏控股企业，由瑞安·布兰特于1993年9月创立，在全球互动娱乐领域拥有较高影响力，业务覆盖游戏研发、发行与运营等核心环节。
META vs TTWO — 直观对比
营收规模更大
META
是对方的35.3倍
$1.7B
营收增速更快
TTWO
高出1.2%
23.8%
净利率更高
META
高出43.5%
-5.5%
自由现金流更多
META
多$14.6B
$236.2M
两年增速更快
META
近两年复合增速
10.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $59.9B | $1.7B |
| 净利润 | $22.8B | $-92.9M |
| 毛利率 | 81.8% | 55.7% |
| 营业利润率 | 41.3% | -2.3% |
| 净利率 | 38.0% | -5.5% |
| 营收同比 | 23.8% | 24.9% |
| 净利润同比 | 9.3% | 25.8% |
| 每股收益（稀释后） | $8.87 | $-0.50 |
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METATTWO
| Q4 25 | $59.9B | $1.7B | ||
| Q3 25 | $51.2B | $1.8B | ||
| Q2 25 | $47.5B | $1.5B | ||
| Q1 25 | $42.3B | $1.6B | ||
| Q4 24 | $48.4B | $1.4B | ||
| Q3 24 | $40.6B | $1.4B | ||
| Q2 24 | $39.1B | $1.3B | ||
| Q1 24 | $36.5B | $1.4B |
净利润METATTWO
| Q4 25 | $22.8B | $-92.9M | ||
| Q3 25 | $2.7B | $-133.9M | ||
| Q2 25 | $18.3B | $-11.9M | ||
| Q1 25 | $16.6B | $-3.7B | ||
| Q4 24 | $20.8B | $-125.2M | ||
| Q3 24 | $15.7B | $-365.5M | ||
| Q2 24 | $13.5B | $-262.0M | ||
| Q1 24 | $12.4B | $-2.9B |
毛利率METATTWO
| Q4 25 | 81.8% | 55.7% | ||
| Q3 25 | 82.0% | 55.3% | ||
| Q2 25 | 82.1% | 62.8% | ||
| Q1 25 | 82.1% | 50.8% | ||
| Q4 24 | 81.7% | 55.9% | ||
| Q3 24 | 81.8% | 53.8% | ||
| Q2 24 | 81.3% | 57.6% | ||
| Q1 24 | 81.8% | 33.5% |
营业利润率METATTWO
| Q4 25 | 41.3% | -2.3% | ||
| Q3 25 | 40.1% | -5.5% | ||
| Q2 25 | 43.0% | 1.4% | ||
| Q1 25 | 41.5% | -238.7% | ||
| Q4 24 | 48.3% | -9.7% | ||
| Q3 24 | 42.7% | -22.0% | ||
| Q2 24 | 38.0% | -13.8% | ||
| Q1 24 | 37.9% | -193.9% |
净利率METATTWO
| Q4 25 | 38.0% | -5.5% | ||
| Q3 25 | 5.3% | -7.5% | ||
| Q2 25 | 38.6% | -0.8% | ||
| Q1 25 | 39.3% | -235.5% | ||
| Q4 24 | 43.1% | -9.2% | ||
| Q3 24 | 38.7% | -27.0% | ||
| Q2 24 | 34.5% | -19.6% | ||
| Q1 24 | 33.9% | -207.4% |
每股收益（稀释后）METATTWO
| Q4 25 | $8.87 | $-0.50 | ||
| Q3 25 | $1.05 | $-0.73 | ||
| Q2 25 | $7.14 | $-0.07 | ||
| Q1 25 | $6.43 | $-21.27 | ||
| Q4 24 | $7.96 | $-0.71 | ||
| Q3 24 | $6.03 | $-2.08 | ||
| Q2 24 | $5.16 | $-1.52 | ||
| Q1 24 | $4.71 | $-17.05 |
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 | $81.6B | $2.4B |
| 总债务越低越好 | $58.7B | — |
| 股东权益账面价值 | $217.2B | $3.5B |
| 总资产 | $366.0B | $10.0B |
| 负债/权益比越低杠杆越低 | 0.27× | — |
8季度趋势，按日历期对齐
现金及短期投资METATTWO
| Q4 25 | $81.6B | $2.4B | ||
| Q3 25 | $44.4B | $2.1B | ||
| Q2 25 | $47.1B | $2.0B | ||
| Q1 25 | $70.2B | $1.5B | ||
| Q4 24 | $77.8B | $1.2B | ||
| Q3 24 | $70.9B | $879.6M | ||
| Q2 24 | $58.1B | $1.1B | ||
| Q1 24 | $58.1B | $776.0M |
总债务METATTWO
| Q4 25 | $58.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $28.8B | — | ||
| Q3 24 | $28.8B | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益METATTWO
| Q4 25 | $217.2B | $3.5B | ||
| Q3 25 | $194.1B | $3.4B | ||
| Q2 25 | $195.1B | $3.5B | ||
| Q1 25 | $185.0B | $2.1B | ||
| Q4 24 | $182.6B | $5.7B | ||
| Q3 24 | $164.5B | $5.8B | ||
| Q2 24 | $156.8B | $6.0B | ||
| Q1 24 | $149.5B | $5.7B |
总资产METATTWO
| Q4 25 | $366.0B | $10.0B | ||
| Q3 25 | $303.8B | $10.1B | ||
| Q2 25 | $294.7B | $9.7B | ||
| Q1 25 | $280.2B | $9.2B | ||
| Q4 24 | $276.1B | $12.7B | ||
| Q3 24 | $256.4B | $13.1B | ||
| Q2 24 | $230.2B | $12.9B | ||
| Q1 24 | $222.8B | $12.2B |
负债/权益比METATTWO
| Q4 25 | 0.27× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.16× | — | ||
| Q3 24 | 0.18× | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $36.2B | $305.2M |
| 自由现金流经营现金流 - 资本支出 | $14.8B | $236.2M |
| 自由现金流率自由现金流/营收 | 24.8% | 13.9% |
| 资本支出强度资本支出/营收 | 35.7% | 4.1% |
| 现金转化率经营现金流/净利润 | 1.59× | — |
| 过去12个月自由现金流最近4个季度 | $46.1B | $487.8M |
8季度趋势，按日历期对齐
经营现金流METATTWO
| Q4 25 | $36.2B | $305.2M | ||
| Q3 25 | $30.0B | $128.4M | ||
| Q2 25 | $25.6B | $-44.7M | ||
| Q1 25 | $24.0B | $279.0M | ||
| Q4 24 | $28.0B | $-4.8M | ||
| Q3 24 | $24.7B | $-128.4M | ||
| Q2 24 | $19.4B | $-191.0M | ||
| Q1 24 | $19.2B | $-8.9M |
自由现金流METATTWO
| Q4 25 | $14.8B | $236.2M | ||
| Q3 25 | $11.2B | $96.5M | ||
| Q2 25 | $9.0B | $-69.8M | ||
| Q1 25 | $11.1B | $224.9M | ||
| Q4 24 | $13.6B | $-48.2M | ||
| Q3 24 | $16.5B | $-165.2M | ||
| Q2 24 | $11.2B | $-226.1M | ||
| Q1 24 | $12.8B | $-55.1M |
自由现金流率METATTWO
| Q4 25 | 24.8% | 13.9% | ||
| Q3 25 | 21.8% | 5.4% | ||
| Q2 25 | 19.0% | -4.6% | ||
| Q1 25 | 26.2% | 14.2% | ||
| Q4 24 | 28.0% | -3.5% | ||
| Q3 24 | 40.6% | -12.2% | ||
| Q2 24 | 28.7% | -16.9% | ||
| Q1 24 | 35.2% | -3.9% |
资本支出强度METATTWO
| Q4 25 | 35.7% | 4.1% | ||
| Q3 25 | 36.7% | 1.8% | ||
| Q2 25 | 34.8% | 1.7% | ||
| Q1 25 | 30.6% | 3.4% | ||
| Q4 24 | 29.8% | 3.2% | ||
| Q3 24 | 20.3% | 2.7% | ||
| Q2 24 | 20.9% | 2.6% | ||
| Q1 24 | 17.6% | 3.3% |
现金转化率METATTWO
| Q4 25 | 1.59× | — | ||
| Q3 25 | 11.07× | — | ||
| Q2 25 | 1.39× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.34× | — | ||
| Q3 24 | 1.58× | — | ||
| Q2 24 | 1.44× | — | ||
| Q1 24 | 1.56× | — |
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
META
| Advertising | $58.1B | 97% |
| Reality Labs | $955.0M | 2% |
| Service Other | $801.0M | 1% |
TTWO
暂无分部数据
