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摩凡陀集团(MOV)与LiveRamp Holdings, Inc.(RAMP)财务数据对比。点击上方公司名可切换其他公司
LiveRamp Holdings, Inc.的季度营收约是摩凡陀集团的1.1倍($212.2M vs $186.1M),LiveRamp Holdings, Inc.净利率更高(18.8% vs 5.1%,领先13.6%),LiveRamp Holdings, Inc.同比增速更快(8.6% vs 1.9%),过去两年LiveRamp Holdings, Inc.的营收复合增速更高(11.1% vs 2.9%)
摩凡陀集团是源自瑞士的美国奢侈钟表品牌,创始于1881年,品牌名取自世界语,原意为“律动”。摩凡陀腕表以12点钟位置标志性的金属圆点设计与极简风格著称,其中博物馆腕表更是品牌最广为人知的经典代表作。
LiveRamp Holdings, Inc.是一家美国SaaS企业,核心业务为提供数据连接平台,服务涵盖数据导入、线下数据线上迁移等能力,助力企业开展营销相关的数据应用,为品牌及营销从业者的数字化运营提供技术支撑。
MOV vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.1倍
$186.1M
营收增速更快
RAMP
高出6.7%
1.9%
净利率更高
RAMP
高出13.6%
5.1%
两年增速更快
RAMP
近两年复合增速
2.9%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $186.1M | $212.2M |
| 净利润 | $9.6M | $39.9M |
| 毛利率 | 54.3% | 71.9% |
| 营业利润率 | 6.3% | 18.6% |
| 净利率 | 5.1% | 18.8% |
| 营收同比 | 1.9% | 8.6% |
| 净利润同比 | 89.8% | 255.7% |
| 每股收益(稀释后) | $0.42 | $0.62 |
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
MOV
RAMP
| Q4 25 | $186.1M | $212.2M | ||
| Q3 25 | $161.8M | $199.8M | ||
| Q2 25 | $131.8M | $194.8M | ||
| Q1 25 | $181.5M | $188.7M | ||
| Q4 24 | $180.5M | $195.4M | ||
| Q3 24 | $157.0M | $185.5M | ||
| Q2 24 | $134.4M | $176.0M | ||
| Q1 24 | $175.8M | $171.9M |
净利润
MOV
RAMP
| Q4 25 | $9.6M | $39.9M | ||
| Q3 25 | $3.0M | $27.4M | ||
| Q2 25 | $1.4M | $7.7M | ||
| Q1 25 | $8.1M | $-6.3M | ||
| Q4 24 | $4.8M | $11.2M | ||
| Q3 24 | $3.5M | $1.7M | ||
| Q2 24 | $2.0M | $-7.5M | ||
| Q1 24 | $9.8M | $-5.4M |
毛利率
MOV
RAMP
| Q4 25 | 54.3% | 71.9% | ||
| Q3 25 | 54.1% | 70.2% | ||
| Q2 25 | 54.1% | 70.1% | ||
| Q1 25 | 54.2% | 69.3% | ||
| Q4 24 | 53.5% | 71.9% | ||
| Q3 24 | 54.3% | 72.4% | ||
| Q2 24 | 54.3% | 70.6% | ||
| Q1 24 | 53.5% | 72.2% |
营业利润率
MOV
RAMP
| Q4 25 | 6.3% | 18.6% | ||
| Q3 25 | 2.5% | 10.7% | ||
| Q2 25 | 0.2% | 3.7% | ||
| Q1 25 | 5.1% | -6.1% | ||
| Q4 24 | 3.3% | 7.5% | ||
| Q3 24 | 1.7% | 4.0% | ||
| Q2 24 | 1.6% | -3.0% | ||
| Q1 24 | 6.1% | -8.3% |
净利率
MOV
RAMP
| Q4 25 | 5.1% | 18.8% | ||
| Q3 25 | 1.8% | 13.7% | ||
| Q2 25 | 1.1% | 4.0% | ||
| Q1 25 | 4.4% | -3.3% | ||
| Q4 24 | 2.7% | 5.7% | ||
| Q3 24 | 2.2% | 0.9% | ||
| Q2 24 | 1.5% | -4.3% | ||
| Q1 24 | 5.6% | -3.1% |
每股收益(稀释后)
MOV
RAMP
| Q4 25 | $0.42 | $0.62 | ||
| Q3 25 | $0.13 | $0.42 | ||
| Q2 25 | $0.06 | $0.12 | ||
| Q1 25 | $0.36 | $-0.10 | ||
| Q4 24 | $0.21 | $0.17 | ||
| Q3 24 | $0.15 | $0.03 | ||
| Q2 24 | $0.09 | $-0.11 | ||
| Q1 24 | $0.44 | $-0.09 |
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 | $183.9M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $497.5M | $962.3M |
| 总资产 | $751.9M | $1.3B |
| 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
MOV
RAMP
| Q4 25 | $183.9M | $403.4M | ||
| Q3 25 | $180.5M | $376.9M | ||
| Q2 25 | $203.1M | $371.1M | ||
| Q1 25 | $208.5M | $420.8M | ||
| Q4 24 | $181.5M | $384.3M | ||
| Q3 24 | $198.3M | $348.4M | ||
| Q2 24 | $225.4M | $342.7M | ||
| Q1 24 | $262.1M | $368.9M |
股东权益
MOV
RAMP
| Q4 25 | $497.5M | $962.3M | ||
| Q3 25 | $489.9M | $943.8M | ||
| Q2 25 | $493.2M | $947.8M | ||
| Q1 25 | $481.3M | $948.9M | ||
| Q4 24 | $491.3M | $957.7M | ||
| Q3 24 | $492.0M | $932.1M | ||
| Q2 24 | $489.6M | $951.9M | ||
| Q1 24 | $505.9M | $949.1M |
总资产
MOV
RAMP
| Q4 25 | $751.9M | $1.3B | ||
| Q3 25 | $748.7M | $1.2B | ||
| Q2 25 | $747.2M | $1.2B | ||
| Q1 25 | $729.2M | $1.3B | ||
| Q4 24 | $747.2M | $1.3B | ||
| Q3 24 | $742.5M | $1.2B | ||
| Q2 24 | $736.0M | $1.2B | ||
| Q1 24 | $756.5M | $1.2B |
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 | $12.3M | — |
| 自由现金流经营现金流 - 资本支出 | $11.6M | — |
| 自由现金流率自由现金流/营收 | 6.2% | — |
| 资本支出强度资本支出/营收 | 0.4% | 0.1% |
| 现金转化率经营现金流/净利润 | 1.28× | — |
| 过去12个月自由现金流最近4个季度 | $35.3M | — |
8季度趋势,按日历期对齐
经营现金流
MOV
RAMP
| Q4 25 | $12.3M | — | ||
| Q3 25 | $-3.8M | $57.4M | ||
| Q2 25 | $-7.2M | $-15.8M | ||
| Q1 25 | $39.1M | — | ||
| Q4 24 | $-4.7M | $45.1M | ||
| Q3 24 | $-17.8M | $55.6M | ||
| Q2 24 | $-18.1M | $-9.3M | ||
| Q1 24 | $69.4M | — |
自由现金流
MOV
RAMP
| Q4 25 | $11.6M | — | ||
| Q3 25 | $-5.1M | $56.8M | ||
| Q2 25 | $-8.7M | $-16.2M | ||
| Q1 25 | $37.5M | — | ||
| Q4 24 | $-7.2M | $44.8M | ||
| Q3 24 | $-20.1M | $55.4M | ||
| Q2 24 | $-19.7M | $-9.6M | ||
| Q1 24 | $67.8M | — |
自由现金流率
MOV
RAMP
| Q4 25 | 6.2% | — | ||
| Q3 25 | -3.1% | 28.4% | ||
| Q2 25 | -6.6% | -8.3% | ||
| Q1 25 | 20.7% | — | ||
| Q4 24 | -4.0% | 22.9% | ||
| Q3 24 | -12.8% | 29.8% | ||
| Q2 24 | -14.7% | -5.4% | ||
| Q1 24 | 38.6% | — |
资本支出强度
MOV
RAMP
| Q4 25 | 0.4% | 0.1% | ||
| Q3 25 | 0.8% | 0.3% | ||
| Q2 25 | 1.2% | 0.2% | ||
| Q1 25 | 0.9% | 0.2% | ||
| Q4 24 | 1.4% | 0.1% | ||
| Q3 24 | 1.5% | 0.1% | ||
| Q2 24 | 1.2% | 0.1% | ||
| Q1 24 | 0.9% | 1.0% |
现金转化率
MOV
RAMP
| Q4 25 | 1.28× | — | ||
| Q3 25 | -1.27× | 2.09× | ||
| Q2 25 | -5.08× | -2.04× | ||
| Q1 25 | 4.86× | — | ||
| Q4 24 | -0.98× | 4.02× | ||
| Q3 24 | -5.14× | 32.10× | ||
| Q2 24 | -8.97× | — | ||
| Q1 24 | 7.06× | — |
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
MOV
| Other | $81.4M | 44% |
| Owned Brands Category | $46.0M | 25% |
| Sales Channel Directly To Consumer | $35.3M | 19% |
| Company Stores | $23.4M | 13% |
RAMP
暂无分部数据