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Marqeta, Inc.（MQ）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Marqeta, Inc.的1.9倍（$324.4M vs $172.1M），Marqeta, Inc.同比增速更快（26.7% vs 10.4%），Marqeta, Inc.自由现金流更多（$53.2M vs $-13.3M），过去两年Marqeta, Inc.的营收复合增速更高（20.8% vs 9.5%）
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。
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。
MQ vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.9倍
$172.1M
营收增速更快
MQ
高出16.3%
10.4%
自由现金流更多
MQ
多$66.5M
$-13.3M
两年增速更快
MQ
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $172.1M | $324.4M |
| 净利润 | — | $18.6M |
| 毛利率 | 69.7% | 53.3% |
| 营业利润率 | -4.8% | 6.3% |
| 净利率 | — | 5.7% |
| 营收同比 | 26.7% | 10.4% |
| 净利润同比 | — | 50.4% |
| 每股收益（稀释后） | — | $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MQRVLV
| Q4 25 | $172.1M | $324.4M | ||
| Q3 25 | $163.3M | $295.6M | ||
| Q2 25 | $150.4M | $309.0M | ||
| Q1 25 | $139.1M | $296.7M | ||
| Q4 24 | $135.8M | $293.7M | ||
| Q3 24 | $128.0M | $283.1M | ||
| Q2 24 | $125.3M | $282.5M | ||
| Q1 24 | $118.0M | $270.6M |
净利润MQRVLV
| Q4 25 | — | $18.6M | ||
| Q3 25 | $-3.6M | $21.2M | ||
| Q2 25 | $-647.0K | $10.2M | ||
| Q1 25 | $-8.3M | $11.8M | ||
| Q4 24 | — | $12.3M | ||
| Q3 24 | $-28.6M | $11.0M | ||
| Q2 24 | $119.1M | $15.4M | ||
| Q1 24 | $-36.1M | $10.9M |
毛利率MQRVLV
| Q4 25 | 69.7% | 53.3% | ||
| Q3 25 | 70.1% | 54.6% | ||
| Q2 25 | 69.2% | 54.1% | ||
| Q1 25 | 71.0% | 52.0% | ||
| Q4 24 | 72.3% | 52.5% | ||
| Q3 24 | 70.4% | 51.2% | ||
| Q2 24 | 63.3% | 54.0% | ||
| Q1 24 | 71.3% | 52.3% |
营业利润率MQRVLV
| Q4 25 | -4.8% | 6.3% | ||
| Q3 25 | -6.4% | 7.1% | ||
| Q2 25 | -6.1% | 5.8% | ||
| Q1 25 | -13.3% | 5.0% | ||
| Q4 24 | -27.6% | 3.9% | ||
| Q3 24 | -33.0% | 5.0% | ||
| Q2 24 | 83.9% | 5.8% | ||
| Q1 24 | -42.3% | 3.4% |
净利率MQRVLV
| Q4 25 | — | 5.7% | ||
| Q3 25 | -2.2% | 7.2% | ||
| Q2 25 | -0.4% | 3.3% | ||
| Q1 25 | -5.9% | 4.0% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | -22.4% | 3.9% | ||
| Q2 24 | 95.1% | 5.4% | ||
| Q1 24 | -30.6% | 4.0% |
每股收益（稀释后）MQRVLV
| Q4 25 | — | $0.27 | ||
| Q3 25 | — | $0.29 | ||
| Q2 25 | — | $0.14 | ||
| Q1 25 | — | $0.16 | ||
| Q4 24 | — | $0.18 | ||
| Q3 24 | — | $0.15 | ||
| Q2 24 | — | $0.21 | ||
| Q1 24 | — | $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 | $709.4M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $762.0M | $512.5M |
| 总资产 | $1.5B | $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MQRVLV
| Q4 25 | $709.4M | $292.3M | ||
| Q3 25 | $747.2M | $315.4M | ||
| Q2 25 | $732.7M | $310.7M | ||
| Q1 25 | $830.9M | $300.8M | ||
| Q4 24 | $923.0M | $256.6M | ||
| Q3 24 | $886.4M | $252.8M | ||
| Q2 24 | $924.7M | $244.7M | ||
| Q1 24 | $970.4M | $273.4M |
股东权益MQRVLV
| Q4 25 | $762.0M | $512.5M | ||
| Q3 25 | $839.2M | $490.2M | ||
| Q2 25 | $843.4M | $468.6M | ||
| Q1 25 | $987.3M | $453.4M | ||
| Q4 24 | $1.1B | $437.8M | ||
| Q3 24 | $1.1B | $420.8M | ||
| Q2 24 | $1.1B | $405.8M | ||
| Q1 24 | $1.2B | $389.9M |
总资产MQRVLV
| Q4 25 | $1.5B | $765.0M | ||
| Q3 25 | $1.5B | $751.3M | ||
| Q2 25 | $1.2B | $722.9M | ||
| Q1 25 | $1.3B | $713.9M | ||
| Q4 24 | $1.5B | $665.5M | ||
| Q3 24 | $1.4B | $670.9M | ||
| Q2 24 | $1.5B | $657.8M | ||
| Q1 24 | $1.6B | $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 | $53.3M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $53.2M | $-13.3M |
| 自由现金流率自由现金流/营收 | 30.9% | -4.1% |
| 资本支出强度资本支出/营收 | 0.1% | 1.0% |
| 现金转化率经营现金流/净利润 | — | -0.55× |
| 过去12个月自由现金流最近4个季度 | $160.5M | $48.0M |
8季度趋势，按日历期对齐
经营现金流MQRVLV
| Q4 25 | $53.3M | $-10.2M | ||
| Q3 25 | $86.8M | $11.8M | ||
| Q2 25 | $12.5M | $12.6M | ||
| Q1 25 | $10.0M | $45.1M | ||
| Q4 24 | $24.8M | $3.9M | ||
| Q3 24 | $7.3M | $9.1M | ||
| Q2 24 | $25.7M | $-24.7M | ||
| Q1 24 | $426.0K | $38.4M |
自由现金流MQRVLV
| Q4 25 | $53.2M | $-13.3M | ||
| Q3 25 | $86.4M | $7.5M | ||
| Q2 25 | $12.2M | $10.4M | ||
| Q1 25 | $8.7M | $43.4M | ||
| Q4 24 | $24.7M | $2.1M | ||
| Q3 24 | $7.1M | $8.0M | ||
| Q2 24 | $24.7M | $-25.7M | ||
| Q1 24 | $-765.0K | $36.7M |
自由现金流率MQRVLV
| Q4 25 | 30.9% | -4.1% | ||
| Q3 25 | 52.9% | 2.5% | ||
| Q2 25 | 8.1% | 3.4% | ||
| Q1 25 | 6.3% | 14.6% | ||
| Q4 24 | 18.2% | 0.7% | ||
| Q3 24 | 5.5% | 2.8% | ||
| Q2 24 | 19.7% | -9.1% | ||
| Q1 24 | -0.6% | 13.5% |
资本支出强度MQRVLV
| Q4 25 | 0.1% | 1.0% | ||
| Q3 25 | 0.2% | 1.5% | ||
| Q2 25 | 0.2% | 0.7% | ||
| Q1 25 | 0.9% | 0.6% | ||
| Q4 24 | 0.0% | 0.6% | ||
| Q3 24 | 0.1% | 0.4% | ||
| Q2 24 | 0.8% | 0.4% | ||
| Q1 24 | 1.0% | 0.6% |
现金转化率MQRVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | 0.22× | -1.60× | ||
| Q1 24 | — | 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
MQ
| Platform Service Revenue Net | $163.4M | 95% |
| Other Services Revenue | $8.8M | 5% |
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% |
