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MARKETWISE, INC.(MKTW)与万物新生(RERE)财务数据对比。点击上方公司名可切换其他公司
MARKETWISE, INC.的季度营收约是万物新生的1.9倍($83.4M vs $43.2M),万物新生净利率更高(16.9% vs 2.3%,领先14.6%)
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。
万物新生集团(ATRenew Inc.)是中国领先的二手消费电子产品交易与服务平台运营商,核心业务覆盖数码产品回收、质检、翻新及售卖,运营有爱回收等知名品牌,服务覆盖个人消费者及企业客户,市场遍及国内及部分东南亚地区。
MKTW vs RERE — 直观对比
营收规模更大
MKTW
是对方的1.9倍
$43.2M
净利率更高
RERE
高出14.6%
2.3%
损益表 — Q4 FY2025 vs Q1 FY2023
| 指标 | ||
|---|---|---|
| 营收 | $83.4M | $43.2M |
| 净利润 | $1.9M | $7.3M |
| 毛利率 | 87.0% | — |
| 营业利润率 | 15.8% | — |
| 净利率 | 2.3% | 16.9% |
| 营收同比 | -14.4% | — |
| 净利润同比 | -9.8% | — |
| 每股收益(稀释后) | $0.79 | — |
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
RERE
| Q4 25 | $83.4M | — | ||
| Q3 25 | $81.3M | — | ||
| Q2 25 | $80.0M | — | ||
| Q1 25 | $83.5M | — | ||
| Q4 24 | $97.5M | — | ||
| Q3 24 | $97.2M | — | ||
| Q2 24 | $105.0M | — | ||
| Q1 24 | $109.0M | — |
净利润
MKTW
RERE
| Q4 25 | $1.9M | — | ||
| Q3 25 | $1.5M | — | ||
| Q2 25 | $1.3M | — | ||
| Q1 25 | $890.0K | — | ||
| Q4 24 | $2.1M | — | ||
| Q3 24 | $1.7M | — | ||
| Q2 24 | $1.5M | — | ||
| Q1 24 | $1.7M | — |
毛利率
MKTW
RERE
| Q4 25 | 87.0% | — | ||
| Q3 25 | 87.0% | — | ||
| Q2 25 | 86.3% | — | ||
| Q1 25 | 85.7% | — | ||
| Q4 24 | 88.7% | — | ||
| Q3 24 | 86.7% | — | ||
| Q2 24 | 87.3% | — | ||
| Q1 24 | 87.7% | — |
营业利润率
MKTW
RERE
| Q4 25 | 15.8% | — | ||
| Q3 25 | 21.9% | — | ||
| Q2 25 | 18.5% | — | ||
| Q1 25 | 20.1% | — | ||
| Q4 24 | 24.8% | — | ||
| Q3 24 | 22.5% | — | ||
| Q2 24 | 20.3% | — | ||
| Q1 24 | 19.8% | — |
净利率
MKTW
RERE
| Q4 25 | 2.3% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 2.2% | — | ||
| Q3 24 | 1.8% | — | ||
| Q2 24 | 1.5% | — | ||
| Q1 24 | 1.5% | — |
每股收益(稀释后)
MKTW
RERE
| Q4 25 | $0.79 | — | ||
| Q3 25 | $0.58 | — | ||
| Q2 25 | $0.53 | — | ||
| Q1 25 | $0.41 | — | ||
| Q4 24 | $1.06 | — | ||
| Q3 24 | $0.87 | — | ||
| Q2 24 | $0.80 | — | ||
| Q1 24 | $0.85 | — |
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 | $228.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-11.7M | $557.1M |
| 总资产 | $218.4M | $722.9M |
| 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
RERE
| Q4 25 | $70.1M | — | ||
| Q3 25 | $50.5M | — | ||
| Q2 25 | $69.1M | — | ||
| Q1 25 | $79.2M | — | ||
| Q4 24 | $97.9M | — | ||
| Q3 24 | $94.1M | — | ||
| Q2 24 | $109.3M | — | ||
| Q1 24 | $131.2M | — |
总债务
MKTW
RERE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $707.0K | — |
股东权益
MKTW
RERE
| Q4 25 | $-11.7M | — | ||
| Q3 25 | $-14.5M | — | ||
| Q2 25 | $-15.8M | — | ||
| Q1 25 | $-15.8M | — | ||
| Q4 24 | $-12.5M | — | ||
| Q3 24 | $-19.5M | — | ||
| Q2 24 | $-23.7M | — | ||
| Q1 24 | $-9.4M | — |
总资产
MKTW
RERE
| Q4 25 | $218.4M | — | ||
| Q3 25 | $201.7M | — | ||
| Q2 25 | $211.8M | — | ||
| Q1 25 | $239.6M | — | ||
| Q4 24 | $259.5M | — | ||
| Q3 24 | $278.4M | — | ||
| Q2 24 | $315.3M | — | ||
| Q1 24 | $359.3M | — |
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
RERE
| Q4 25 | $46.0M | — | ||
| Q3 25 | $2.2M | — | ||
| Q2 25 | $17.8M | — | ||
| Q1 25 | $1.7M | — | ||
| Q4 24 | $-22.1M | — | ||
| Q3 24 | $-5.8M | — | ||
| Q2 24 | $-3.8M | — | ||
| Q1 24 | $-18.5M | — |
自由现金流
MKTW
RERE
| Q4 25 | $45.6M | — | ||
| Q3 25 | $2.2M | — | ||
| Q2 25 | $17.7M | — | ||
| Q1 25 | $1.7M | — | ||
| Q4 24 | $-22.3M | — | ||
| Q3 24 | $-5.9M | — | ||
| Q2 24 | $-3.8M | — | ||
| Q1 24 | — | — |
自由现金流率
MKTW
RERE
| Q4 25 | 54.6% | — | ||
| Q3 25 | 2.7% | — | ||
| Q2 25 | 22.2% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | -22.9% | — | ||
| Q3 24 | -6.0% | — | ||
| Q2 24 | -3.6% | — | ||
| Q1 24 | — | — |
资本支出强度
MKTW
RERE
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.1% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 0.0% | — |
现金转化率
MKTW
RERE
| 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× | — | ||
| Q1 24 | -11.17× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图