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MARKETWISE, INC.(MKTW)与Ribbon Communications Inc.(RBBN)财务数据对比。点击上方公司名可切换其他公司
Ribbon Communications Inc.的季度营收约是MARKETWISE, INC.的1.9倍($162.6M vs $83.4M),Ribbon Communications Inc.净利率更高(54.8% vs 2.3%,领先52.5%),Ribbon Communications Inc.同比增速更快(-10.3% vs -14.4%),过去两年Ribbon Communications Inc.的营收复合增速更高(-8.1% vs -12.5%)
MarketWise Inc.是一家领先的投资研究、金融市场数据及财富管理教育解决方案提供商,服务覆盖北美、欧洲及亚太地区的个人与机构投资者,核心产品包括实用市场洞察、投资组合分析工具及多资产类别专项研究内容。
睿宾通信公司(Ribbon Communications Inc.)主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立,总部位于美国得克萨斯州普莱诺,是一家上市科技企业。
MKTW vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.9倍
$83.4M
营收增速更快
RBBN
高出4.1%
-14.4%
净利率更高
RBBN
高出52.5%
2.3%
两年增速更快
RBBN
近两年复合增速
-12.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $83.4M | $162.6M |
| 净利润 | $1.9M | $89.1M |
| 毛利率 | 87.0% | 42.9% |
| 营业利润率 | 15.8% | 37.6% |
| 净利率 | 2.3% | 54.8% |
| 营收同比 | -14.4% | -10.3% |
| 净利润同比 | -9.8% | — |
| 每股收益(稀释后) | $0.79 | $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
MKTW
RBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $83.4M | $227.3M | ||
| Q3 25 | $81.3M | $215.4M | ||
| Q2 25 | $80.0M | $220.6M | ||
| Q1 25 | $83.5M | $181.3M | ||
| Q4 24 | $97.5M | $251.4M | ||
| Q3 24 | $97.2M | $210.2M | ||
| Q2 24 | $105.0M | $192.6M |
净利润
MKTW
RBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $1.9M | — | ||
| Q3 25 | $1.5M | $-12.1M | ||
| Q2 25 | $1.3M | $-11.1M | ||
| Q1 25 | $890.0K | $-26.2M | ||
| Q4 24 | $2.1M | — | ||
| Q3 24 | $1.7M | $-13.4M | ||
| Q2 24 | $1.5M | $-16.8M |
毛利率
MKTW
RBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 87.0% | 53.3% | ||
| Q3 25 | 87.0% | 50.1% | ||
| Q2 25 | 86.3% | 49.6% | ||
| Q1 25 | 85.7% | 45.4% | ||
| Q4 24 | 88.7% | 55.7% | ||
| Q3 24 | 86.7% | 52.1% | ||
| Q2 24 | 87.3% | 50.8% |
营业利润率
MKTW
RBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 15.8% | 4.1% | ||
| Q3 25 | 21.9% | 1.3% | ||
| Q2 25 | 18.5% | 1.9% | ||
| Q1 25 | 20.1% | -10.8% | ||
| Q4 24 | 24.8% | 13.2% | ||
| Q3 24 | 22.5% | -0.4% | ||
| Q2 24 | 20.3% | -1.0% |
净利率
MKTW
RBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 2.3% | — | ||
| Q3 25 | 1.9% | -5.6% | ||
| Q2 25 | 1.6% | -5.0% | ||
| Q1 25 | 1.1% | -14.5% | ||
| Q4 24 | 2.2% | — | ||
| Q3 24 | 1.8% | -6.4% | ||
| Q2 24 | 1.5% | -8.7% |
每股收益(稀释后)
MKTW
RBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.79 | $0.50 | ||
| Q3 25 | $0.58 | $-0.07 | ||
| Q2 25 | $0.53 | $-0.06 | ||
| Q1 25 | $0.41 | $-0.15 | ||
| Q4 24 | $1.06 | $0.05 | ||
| Q3 24 | $0.87 | $-0.08 | ||
| Q2 24 | $0.80 | $-0.10 |
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 | $70.1M | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-11.7M | $419.1M |
| 总资产 | $218.4M | — |
| 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
MKTW
RBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $70.1M | $96.4M | ||
| Q3 25 | $50.5M | $74.8M | ||
| Q2 25 | $69.1M | $60.5M | ||
| Q1 25 | $79.2M | $71.2M | ||
| Q4 24 | $97.9M | $87.8M | ||
| Q3 24 | $94.1M | $37.2M | ||
| Q2 24 | $109.3M | $64.6M |
总债务
MKTW
RBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
股东权益
MKTW
RBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $-11.7M | $449.0M | ||
| Q3 25 | $-14.5M | $360.1M | ||
| Q2 25 | $-15.8M | $370.4M | ||
| Q1 25 | $-15.8M | $381.8M | ||
| Q4 24 | $-12.5M | $404.6M | ||
| Q3 24 | $-19.5M | $395.5M | ||
| Q2 24 | $-23.7M | $405.0M |
总资产
MKTW
RBBN
| Q1 26 | — | — | ||
| Q4 25 | $218.4M | $1.2B | ||
| Q3 25 | $201.7M | $1.1B | ||
| Q2 25 | $211.8M | $1.1B | ||
| Q1 25 | $239.6M | $1.1B | ||
| Q4 24 | $259.5M | $1.2B | ||
| Q3 24 | $278.4M | $1.1B | ||
| Q2 24 | $315.3M | $1.1B |
负债/权益比
MKTW
RBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 0.86× |
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 | $46.0M | — |
| 自由现金流经营现金流 - 资本支出 | $45.6M | — |
| 自由现金流率自由现金流/营收 | 54.6% | — |
| 资本支出强度资本支出/营收 | 0.5% | — |
| 现金转化率经营现金流/净利润 | 23.84× | — |
| 过去12个月自由现金流最近4个季度 | $67.1M | — |
8季度趋势,按日历期对齐
经营现金流
MKTW
RBBN
| Q1 26 | — | — | ||
| Q4 25 | $46.0M | $29.2M | ||
| Q3 25 | $2.2M | $26.5M | ||
| Q2 25 | $17.8M | $-795.0K | ||
| Q1 25 | $1.7M | $-3.5M | ||
| Q4 24 | $-22.1M | $61.8M | ||
| Q3 24 | $-5.8M | $-14.8M | ||
| Q2 24 | $-3.8M | $-9.8M |
自由现金流
MKTW
RBBN
| Q1 26 | — | — | ||
| Q4 25 | $45.6M | $27.3M | ||
| Q3 25 | $2.2M | $21.0M | ||
| Q2 25 | $17.7M | $-6.5M | ||
| Q1 25 | $1.7M | $-15.7M | ||
| Q4 24 | $-22.3M | $53.8M | ||
| Q3 24 | $-5.9M | $-23.7M | ||
| Q2 24 | $-3.8M | $-12.9M |
自由现金流率
MKTW
RBBN
| Q1 26 | — | — | ||
| Q4 25 | 54.6% | 12.0% | ||
| Q3 25 | 2.7% | 9.7% | ||
| Q2 25 | 22.2% | -2.9% | ||
| Q1 25 | 2.0% | -8.7% | ||
| Q4 24 | -22.9% | 21.4% | ||
| Q3 24 | -6.0% | -11.3% | ||
| Q2 24 | -3.6% | -6.7% |
资本支出强度
MKTW
RBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.9% | ||
| Q3 25 | 0.0% | 2.6% | ||
| Q2 25 | 0.1% | 2.6% | ||
| Q1 25 | 0.1% | 6.7% | ||
| Q4 24 | 0.1% | 3.2% | ||
| Q3 24 | 0.0% | 4.2% | ||
| Q2 24 | 0.0% | 1.6% |
现金转化率
MKTW
RBBN
| Q1 26 | — | — | ||
| Q4 25 | 23.84× | — | ||
| Q3 25 | 1.44× | — | ||
| Q2 25 | 13.76× | — | ||
| Q1 25 | 1.95× | — | ||
| Q4 24 | -10.36× | — | ||
| Q3 24 | -3.39× | — | ||
| Q2 24 | -2.46× | — |
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
MKTW
暂无分部数据
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |