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Marqeta, Inc.(MQ)与ROGERS CORP(ROG)财务数据对比。点击上方公司名可切换其他公司
ROGERS CORP的季度营收约是Marqeta, Inc.的1.2倍($200.5M vs $172.1M),Marqeta, Inc.同比增速更快(26.7% vs 5.2%),Marqeta, Inc.自由现金流更多($53.2M vs $1.1M),过去两年Marqeta, Inc.的营收复合增速更高(20.8% vs -3.3%)
Marqeta, Inc.运营云原生开放API平台,提供现代发卡与数字支付处理服务,可赋能金融科技初创企业、大型零售商及企业客户推出定制化实体、虚拟支付卡及嵌入式金融解决方案,服务覆盖全球消费及商业市场。
罗杰斯公司是一家专注于特种工程材料研发生产的企业,总部位于美国亚利桑那州钱德勒市,其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域,为全球客户提供高性能材料解决方案。
MQ vs ROG — 直观对比
营收规模更大
ROG
是对方的1.2倍
$172.1M
营收增速更快
MQ
高出21.5%
5.2%
自由现金流更多
MQ
多$52.1M
$1.1M
两年增速更快
MQ
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $172.1M | $200.5M |
| 净利润 | — | $4.5M |
| 毛利率 | 69.7% | 32.2% |
| 营业利润率 | -4.8% | — |
| 净利率 | — | 2.2% |
| 营收同比 | 26.7% | 5.2% |
| 净利润同比 | — | 421.4% |
| 每股收益(稀释后) | — | $0.25 |
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
MQ
ROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $172.1M | $201.5M | ||
| Q3 25 | $163.3M | $216.0M | ||
| Q2 25 | $150.4M | $202.8M | ||
| Q1 25 | $139.1M | $190.5M | ||
| Q4 24 | $135.8M | $192.2M | ||
| Q3 24 | $128.0M | $210.3M | ||
| Q2 24 | $125.3M | $214.2M |
净利润
MQ
ROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $-3.6M | $8.6M | ||
| Q2 25 | $-647.0K | $-73.6M | ||
| Q1 25 | $-8.3M | $-1.4M | ||
| Q4 24 | — | $-500.0K | ||
| Q3 24 | $-28.6M | $10.7M | ||
| Q2 24 | $119.1M | $8.1M |
毛利率
MQ
ROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 69.7% | 31.5% | ||
| Q3 25 | 70.1% | 33.5% | ||
| Q2 25 | 69.2% | 31.6% | ||
| Q1 25 | 71.0% | 29.9% | ||
| Q4 24 | 72.3% | 32.1% | ||
| Q3 24 | 70.4% | 35.2% | ||
| Q2 24 | 63.3% | 34.1% |
营业利润率
MQ
ROG
| Q1 26 | — | — | ||
| Q4 25 | -4.8% | 3.5% | ||
| Q3 25 | -6.4% | 7.3% | ||
| Q2 25 | -6.1% | -33.3% | ||
| Q1 25 | -13.3% | -0.2% | ||
| Q4 24 | -27.6% | -6.6% | ||
| Q3 24 | -33.0% | 6.9% | ||
| Q2 24 | 83.9% | 5.3% |
净利率
MQ
ROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | -2.2% | 4.0% | ||
| Q2 25 | -0.4% | -36.3% | ||
| Q1 25 | -5.9% | -0.7% | ||
| Q4 24 | — | -0.3% | ||
| Q3 24 | -22.4% | 5.1% | ||
| Q2 24 | 95.1% | 3.8% |
每股收益(稀释后)
MQ
ROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | — | $0.20 | ||
| Q3 25 | — | $0.48 | ||
| Q2 25 | — | $-4.00 | ||
| Q1 25 | — | $-0.08 | ||
| Q4 24 | — | $-0.04 | ||
| Q3 24 | — | $0.58 | ||
| Q2 24 | — | $0.44 |
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 | $709.4M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $762.0M | $1.2B |
| 总资产 | $1.5B | $1.4B |
| 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
MQ
ROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $709.4M | $197.0M | ||
| Q3 25 | $747.2M | $167.8M | ||
| Q2 25 | $732.7M | $157.2M | ||
| Q1 25 | $830.9M | $175.6M | ||
| Q4 24 | $923.0M | $159.8M | ||
| Q3 24 | $886.4M | $146.4M | ||
| Q2 24 | $924.7M | $119.9M |
股东权益
MQ
ROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $762.0M | $1.2B | ||
| Q3 25 | $839.2M | $1.2B | ||
| Q2 25 | $843.4M | $1.2B | ||
| Q1 25 | $987.3M | $1.3B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.1B | $1.3B |
总资产
MQ
ROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.5B | $1.5B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.5B | $1.5B |
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 | $53.3M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $53.2M | $1.1M |
| 自由现金流率自由现金流/营收 | 30.9% | 0.5% |
| 资本支出强度资本支出/营收 | 0.1% | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | $160.5M | $70.1M |
8季度趋势,按日历期对齐
经营现金流
MQ
ROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $53.3M | $46.9M | ||
| Q3 25 | $86.8M | $28.9M | ||
| Q2 25 | $12.5M | $13.7M | ||
| Q1 25 | $10.0M | $11.7M | ||
| Q4 24 | $24.8M | $33.7M | ||
| Q3 24 | $7.3M | $42.4M | ||
| Q2 24 | $25.7M | $22.9M |
自由现金流
MQ
ROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $53.2M | $42.2M | ||
| Q3 25 | $86.4M | $21.2M | ||
| Q2 25 | $12.2M | $5.6M | ||
| Q1 25 | $8.7M | $2.1M | ||
| Q4 24 | $24.7M | $18.3M | ||
| Q3 24 | $7.1M | $25.2M | ||
| Q2 24 | $24.7M | $8.8M |
自由现金流率
MQ
ROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 30.9% | 20.9% | ||
| Q3 25 | 52.9% | 9.8% | ||
| Q2 25 | 8.1% | 2.8% | ||
| Q1 25 | 6.3% | 1.1% | ||
| Q4 24 | 18.2% | 9.5% | ||
| Q3 24 | 5.5% | 12.0% | ||
| Q2 24 | 19.7% | 4.1% |
资本支出强度
MQ
ROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.1% | 2.3% | ||
| Q3 25 | 0.2% | 3.6% | ||
| Q2 25 | 0.2% | 4.0% | ||
| Q1 25 | 0.9% | 5.0% | ||
| Q4 24 | 0.0% | 8.0% | ||
| Q3 24 | 0.1% | 8.2% | ||
| Q2 24 | 0.8% | 6.6% |
现金转化率
MQ
ROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | 0.22× | 2.83× |
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
MQ
| Platform Service Revenue Net | $163.4M | 95% |
| Other Services Revenue | $8.8M | 5% |
ROG
暂无分部数据