vs
Monolithic Power Systems（MPWR）与SelectQuote, Inc.（SLQT）财务数据对比。点击上方公司名可切换其他公司
Monolithic Power Systems的季度营收约是SelectQuote, Inc.的1.4倍（$751.2M vs $537.1M），Monolithic Power Systems净利率更高（22.9% vs 12.9%，领先10.0%），Monolithic Power Systems同比增速更快（20.8% vs 11.6%），Monolithic Power Systems自由现金流更多（$63.9M vs $-1.0M），过去两年Monolithic Power Systems的营收复合增速更高（28.1% vs 19.5%）
Monolithic Power Systems（简称MPS）是一家美国上市企业，总部位于华盛顿州柯克兰市，主营高性能电源管理类产品的研发、生产与销售，目前在全球范围内设有超过15个运营站点，业务覆盖多个国家和地区。
SelectQuote是面向消费者的直售平台，主营保险产品与医疗服务业务，通过对接消费者与保险机构获取佣金，覆盖长者健康险、人寿险、车险、家财险等品类，医疗服务板块以认证药房SelectRx为核心业务，公司于2020年5月上市。
MPWR vs SLQT — 直观对比
营收规模更大
MPWR
是对方的1.4倍
$537.1M
营收增速更快
MPWR
高出9.2%
11.6%
净利率更高
MPWR
高出10.0%
12.9%
自由现金流更多
MPWR
多$64.9M
$-1.0M
两年增速更快
MPWR
近两年复合增速
19.5%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $751.2M | $537.1M |
| 净利润 | $171.7M | $69.3M |
| 毛利率 | 55.2% | 61.8% |
| 营业利润率 | 26.6% | 14.0% |
| 净利率 | 22.9% | 12.9% |
| 营收同比 | 20.8% | 11.6% |
| 净利润同比 | -86.3% | 30.2% |
| 每股收益（稀释后） | $3.50 | $0.26 |
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MPWRSLQT
| Q4 25 | $751.2M | $537.1M | ||
| Q3 25 | $737.2M | $328.8M | ||
| Q2 25 | $664.6M | $345.1M | ||
| Q1 25 | $637.6M | $408.2M | ||
| Q4 24 | $621.7M | $481.1M | ||
| Q3 24 | $620.1M | $292.3M | ||
| Q2 24 | $507.4M | $307.2M | ||
| Q1 24 | $457.9M | $376.4M |
净利润MPWRSLQT
| Q4 25 | $171.7M | $69.3M | ||
| Q3 25 | $179.8M | $-30.5M | ||
| Q2 25 | $135.0M | $12.9M | ||
| Q1 25 | $135.1M | $26.0M | ||
| Q4 24 | $1.3B | $53.2M | ||
| Q3 24 | $144.4M | $-44.5M | ||
| Q2 24 | $100.4M | $-31.0M | ||
| Q1 24 | $92.5M | $8.6M |
毛利率MPWRSLQT
| Q4 25 | 55.2% | 61.8% | ||
| Q3 25 | 55.1% | 41.4% | ||
| Q2 25 | 55.1% | 47.2% | ||
| Q1 25 | 55.4% | 60.2% | ||
| Q4 24 | 55.4% | 67.5% | ||
| Q3 24 | 55.4% | 55.7% | ||
| Q2 24 | 55.3% | 60.7% | ||
| Q1 24 | 55.1% | 71.8% |
营业利润率MPWRSLQT
| Q4 25 | 26.6% | 14.0% | ||
| Q3 25 | 26.5% | -12.4% | ||
| Q2 25 | 24.8% | -3.6% | ||
| Q1 25 | 26.5% | 5.4% | ||
| Q4 24 | 26.3% | 14.7% | ||
| Q3 24 | 26.5% | -4.1% | ||
| Q2 24 | 23.0% | -0.5% | ||
| Q1 24 | 20.9% | 8.8% |
净利率MPWRSLQT
| Q4 25 | 22.9% | 12.9% | ||
| Q3 25 | 24.4% | -9.3% | ||
| Q2 25 | 20.3% | 3.7% | ||
| Q1 25 | 21.2% | 6.4% | ||
| Q4 24 | 201.8% | 11.1% | ||
| Q3 24 | 23.3% | -15.2% | ||
| Q2 24 | 19.8% | -10.1% | ||
| Q1 24 | 20.2% | 2.3% |
每股收益（稀释后）MPWRSLQT
| Q4 25 | $3.50 | $0.26 | ||
| Q3 25 | $3.74 | $-0.26 | ||
| Q2 25 | $2.81 | $-0.06 | ||
| Q1 25 | $2.81 | $0.03 | ||
| Q4 24 | $25.71 | $0.30 | ||
| Q3 24 | $2.95 | $-0.26 | ||
| Q2 24 | $2.05 | $-0.17 | ||
| Q1 24 | $1.89 | $0.05 |
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 | $1.3B | $18.3M |
| 总债务越低越好 | — | $405.8M |
| 股东权益账面价值 | $3.5B | $359.7M |
| 总资产 | $4.2B | $1.4B |
| 负债/权益比越低杠杆越低 | — | 1.13× |
8季度趋势，按日历期对齐
现金及短期投资MPWRSLQT
| Q4 25 | $1.3B | $18.3M | ||
| Q3 25 | $1.3B | $10.7M | ||
| Q2 25 | $1.1B | $32.4M | ||
| Q1 25 | $1.0B | $80.1M | ||
| Q4 24 | $862.9M | $7.3M | ||
| Q3 24 | $1.5B | $10.4M | ||
| Q2 24 | $1.3B | $42.7M | ||
| Q1 24 | $1.3B | $37.8M |
总债务MPWRSLQT
| Q4 25 | — | $405.8M | ||
| Q3 25 | — | $393.1M | ||
| Q2 25 | — | $385.1M | ||
| Q1 25 | — | $391.5M | ||
| Q4 24 | — | $711.9M | ||
| Q3 24 | — | $680.4M | ||
| Q2 24 | — | $683.3M | ||
| Q1 24 | — | $686.0M |
股东权益MPWRSLQT
| Q4 25 | $3.5B | $359.7M | ||
| Q3 25 | $3.4B | $305.1M | ||
| Q2 25 | $3.2B | $351.1M | ||
| Q1 25 | $3.1B | $350.2M | ||
| Q4 24 | $3.0B | $326.0M | ||
| Q3 24 | $2.4B | $269.4M | ||
| Q2 24 | $2.2B | $316.8M | ||
| Q1 24 | $2.1B | $346.8M |
总资产MPWRSLQT
| Q4 25 | $4.2B | $1.4B | ||
| Q3 25 | $4.1B | $1.2B | ||
| Q2 25 | $3.9B | $1.2B | ||
| Q1 25 | $3.7B | $1.3B | ||
| Q4 24 | $3.5B | $1.3B | ||
| Q3 24 | $2.9B | $1.1B | ||
| Q2 24 | $2.6B | $1.2B | ||
| Q1 24 | $2.6B | $1.2B |
负债/权益比MPWRSLQT
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 1.29× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 1.12× | ||
| Q4 24 | — | 2.18× | ||
| Q3 24 | — | 2.53× | ||
| Q2 24 | — | 2.16× | ||
| Q1 24 | — | 1.98× |
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 | $104.9M | $52.0K |
| 自由现金流经营现金流 - 资本支出 | $63.9M | $-1.0M |
| 自由现金流率自由现金流/营收 | 8.5% | -0.2% |
| 资本支出强度资本支出/营收 | 5.5% | 0.2% |
| 现金转化率经营现金流/净利润 | 0.61× | 0.00× |
| 过去12个月自由现金流最近4个季度 | $666.2M | $8.5M |
8季度趋势，按日历期对齐
经营现金流MPWRSLQT
| Q4 25 | $104.9M | $52.0K | ||
| Q3 25 | $239.3M | $-21.6M | ||
| Q2 25 | $237.6M | $-37.5M | ||
| Q1 25 | $256.4M | $71.1M | ||
| Q4 24 | $167.7M | $-28.7M | ||
| Q3 24 | $231.7M | $-16.6M | ||
| Q2 24 | $141.0M | $20.0M | ||
| Q1 24 | $248.1M | $44.5M |
自由现金流MPWRSLQT
| Q4 25 | $63.9M | $-1.0M | ||
| Q3 25 | $196.8M | $-22.7M | ||
| Q2 25 | $189.5M | $-38.0M | ||
| Q1 25 | $216.0M | $70.2M | ||
| Q4 24 | $102.9M | $-29.0M | ||
| Q3 24 | $197.9M | $-17.1M | ||
| Q2 24 | $109.5M | $19.7M | ||
| Q1 24 | $232.1M | $43.4M |
自由现金流率MPWRSLQT
| Q4 25 | 8.5% | -0.2% | ||
| Q3 25 | 26.7% | -6.9% | ||
| Q2 25 | 28.5% | -11.0% | ||
| Q1 25 | 33.9% | 17.2% | ||
| Q4 24 | 16.5% | -6.0% | ||
| Q3 24 | 31.9% | -5.8% | ||
| Q2 24 | 21.6% | 6.4% | ||
| Q1 24 | 50.7% | 11.5% |
资本支出强度MPWRSLQT
| Q4 25 | 5.5% | 0.2% | ||
| Q3 25 | 5.8% | 0.3% | ||
| Q2 25 | 7.2% | 0.1% | ||
| Q1 25 | 6.3% | 0.2% | ||
| Q4 24 | 10.4% | 0.1% | ||
| Q3 24 | 5.5% | 0.2% | ||
| Q2 24 | 6.2% | 0.1% | ||
| Q1 24 | 3.5% | 0.3% |
现金转化率MPWRSLQT
| Q4 25 | 0.61× | 0.00× | ||
| Q3 25 | 1.33× | — | ||
| Q2 25 | 1.76× | -2.91× | ||
| Q1 25 | 1.90× | 2.73× | ||
| Q4 24 | 0.13× | -0.54× | ||
| Q3 24 | 1.60× | — | ||
| Q2 24 | 1.40× | — | ||
| Q1 24 | 2.68× | 5.20× |
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
MPWR
暂无分部数据
SLQT
| Healthcare Services Segment | $230.7M | 43% |
| Pharmacy | $227.2M | 42% |
| Other | $30.4M | 6% |
| Final Expense | $20.4M | 4% |
| Term | $18.5M | 3% |
| Other Senior | $6.3M | 1% |
| All Other Revenue | $3.9M | 1% |
