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MarketAxess（MKTX）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是MarketAxess的1.5倍（$324.4M vs $209.4M），MarketAxess净利率更高（44.0% vs 5.7%，领先38.3%），Revolve Group, Inc.同比增速更快（10.4% vs 3.5%），MarketAxess自由现金流更多（$373.9M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs -0.2%）
MarketAxess Holdings Inc.是一家国际金融科技企业，运营面向机构信贷市场的电子交易平台，同时提供市场数据及交易后服务，支持机构投资者、经纪自营商开展企业债券等各类固定收益类信用工具的交易。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
MKTX vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.5倍
$209.4M
营收增速更快
RVLV
高出7.0%
3.5%
净利率更高
MKTX
高出38.3%
5.7%
自由现金流更多
MKTX
多$387.2M
$-13.3M
两年增速更快
RVLV
近两年复合增速
-0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $209.4M | $324.4M |
| 净利润 | $92.2M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 36.3% | 6.3% |
| 净利率 | 44.0% | 5.7% |
| 营收同比 | 3.5% | 10.4% |
| 净利润同比 | 41.6% | 50.4% |
| 每股收益（稀释后） | $2.49 | $0.27 |
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MKTXRVLV
| Q4 25 | $209.4M | $324.4M | ||
| Q3 25 | $208.8M | $295.6M | ||
| Q2 25 | $219.5M | $309.0M | ||
| Q1 25 | $208.6M | $296.7M | ||
| Q4 24 | $202.4M | $293.7M | ||
| Q3 24 | $206.7M | $283.1M | ||
| Q2 24 | $197.7M | $282.5M | ||
| Q1 24 | $210.3M | $270.6M |
净利润MKTXRVLV
| Q4 25 | $92.2M | $18.6M | ||
| Q3 25 | $68.2M | $21.2M | ||
| Q2 25 | $71.1M | $10.2M | ||
| Q1 25 | $15.1M | $11.8M | ||
| Q4 24 | $65.1M | $12.3M | ||
| Q3 24 | $71.5M | $11.0M | ||
| Q2 24 | $64.9M | $15.4M | ||
| Q1 24 | $72.6M | $10.9M |
毛利率MKTXRVLV
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
营业利润率MKTXRVLV
| Q4 25 | 36.3% | 6.3% | ||
| Q3 25 | 41.0% | 7.1% | ||
| Q2 25 | 41.9% | 5.8% | ||
| Q1 25 | 42.4% | 5.0% | ||
| Q4 24 | 39.5% | 3.9% | ||
| Q3 24 | 42.1% | 5.0% | ||
| Q2 24 | 41.2% | 5.8% | ||
| Q1 24 | 44.0% | 3.4% |
净利率MKTXRVLV
| Q4 25 | 44.0% | 5.7% | ||
| Q3 25 | 32.6% | 7.2% | ||
| Q2 25 | 32.4% | 3.3% | ||
| Q1 25 | 7.2% | 4.0% | ||
| Q4 24 | 32.2% | 4.2% | ||
| Q3 24 | 34.6% | 3.9% | ||
| Q2 24 | 32.9% | 5.4% | ||
| Q1 24 | 34.5% | 4.0% |
每股收益（稀释后）MKTXRVLV
| Q4 25 | $2.49 | $0.27 | ||
| Q3 25 | $1.84 | $0.29 | ||
| Q2 25 | $1.91 | $0.14 | ||
| Q1 25 | $0.40 | $0.16 | ||
| Q4 24 | $1.74 | $0.18 | ||
| Q3 24 | $1.90 | $0.15 | ||
| Q2 24 | $1.72 | $0.21 | ||
| Q1 24 | $1.92 | $0.15 |
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 | $519.7M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $512.5M |
| 总资产 | $1.9B | $765.0M |
| 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MKTXRVLV
| Q4 25 | $519.7M | $292.3M | ||
| Q3 25 | $473.3M | $315.4M | ||
| Q2 25 | $462.8M | $310.7M | ||
| Q1 25 | $486.2M | $300.8M | ||
| Q4 24 | $544.5M | $256.6M | ||
| Q3 24 | $446.3M | $252.8M | ||
| Q2 24 | $434.1M | $244.7M | ||
| Q1 24 | $376.7M | $273.4M |
股东权益MKTXRVLV
| Q4 25 | $1.1B | $512.5M | ||
| Q3 25 | $1.4B | $490.2M | ||
| Q2 25 | $1.4B | $468.6M | ||
| Q1 25 | $1.3B | $453.4M | ||
| Q4 24 | $1.4B | $437.8M | ||
| Q3 24 | $1.4B | $420.8M | ||
| Q2 24 | $1.3B | $405.8M | ||
| Q1 24 | $1.3B | $389.9M |
总资产MKTXRVLV
| Q4 25 | $1.9B | $765.0M | ||
| Q3 25 | $2.0B | $751.3M | ||
| Q2 25 | $2.0B | $722.9M | ||
| Q1 25 | $1.9B | $713.9M | ||
| Q4 24 | $1.8B | $665.5M | ||
| Q3 24 | $1.8B | $670.9M | ||
| Q2 24 | $1.9B | $657.8M | ||
| Q1 24 | $1.9B | $650.0M |
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 | $382.1M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $373.9M | $-13.3M |
| 自由现金流率自由现金流/营收 | 178.6% | -4.1% |
| 资本支出强度资本支出/营收 | 3.9% | 1.0% |
| 现金转化率经营现金流/净利润 | 4.14× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $592.8M | $48.0M |
8季度趋势，按日历期对齐
经营现金流MKTXRVLV
| Q4 25 | $382.1M | $-10.2M | ||
| Q3 25 | $90.2M | $11.8M | ||
| Q2 25 | $103.7M | $12.6M | ||
| Q1 25 | $29.6M | $45.1M | ||
| Q4 24 | $385.2M | $3.9M | ||
| Q3 24 | $95.1M | $9.1M | ||
| Q2 24 | $118.8M | $-24.7M | ||
| Q1 24 | $-4.9M | $38.4M |
自由现金流MKTXRVLV
| Q4 25 | $373.9M | $-13.3M | ||
| Q3 25 | $88.7M | $7.5M | ||
| Q2 25 | $102.5M | $10.4M | ||
| Q1 25 | $27.7M | $43.4M | ||
| Q4 24 | $375.3M | $2.1M | ||
| Q3 24 | $94.3M | $8.0M | ||
| Q2 24 | $111.2M | $-25.7M | ||
| Q1 24 | $-6.1M | $36.7M |
自由现金流率MKTXRVLV
| Q4 25 | 178.6% | -4.1% | ||
| Q3 25 | 42.5% | 2.5% | ||
| Q2 25 | 46.7% | 3.4% | ||
| Q1 25 | 13.3% | 14.6% | ||
| Q4 24 | 185.4% | 0.7% | ||
| Q3 24 | 45.6% | 2.8% | ||
| Q2 24 | 56.2% | -9.1% | ||
| Q1 24 | -2.9% | 13.5% |
资本支出强度MKTXRVLV
| Q4 25 | 3.9% | 1.0% | ||
| Q3 25 | 0.7% | 1.5% | ||
| Q2 25 | 0.5% | 0.7% | ||
| Q1 25 | 0.9% | 0.6% | ||
| Q4 24 | 4.9% | 0.6% | ||
| Q3 24 | 0.4% | 0.4% | ||
| Q2 24 | 3.9% | 0.4% | ||
| Q1 24 | 0.6% | 0.6% |
现金转化率MKTXRVLV
| Q4 25 | 4.14× | -0.55× | ||
| Q3 25 | 1.32× | 0.56× | ||
| Q2 25 | 1.46× | 1.24× | ||
| Q1 25 | 1.97× | 3.82× | ||
| Q4 24 | 5.91× | 0.32× | ||
| Q3 24 | 1.33× | 0.83× | ||
| Q2 24 | 1.83× | -1.60× | ||
| Q1 24 | -0.07× | 3.53× |
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
MKTX
| Commission Revenue | $181.3M | 87% |
| Information Services | $13.5M | 6% |
| Post Trade Services | $11.0M | 5% |
| Technology Services | $3.6M | 2% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
