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微策略（MSTR）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.的季度营收约是微策略的1.7倍（$212.2M vs $123.0M），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 3.3%）
Strategy Inc（原名为微策略）是1989年成立的美国上市企业，主营商业智能与移动软件业务，旗下产品可帮助企业分析内外部数据以支撑经营决策，还可用于移动应用开发，总部位于弗吉尼亚州泰森斯角，商业分析赛道核心竞品包括SAP等。
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。
MSTR vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.7倍
$123.0M
营收增速更快
RAMP
高出6.7%
1.9%
两年增速更快
RAMP
近两年复合增速
3.3%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $123.0M | $212.2M |
| 净利润 | — | $39.9M |
| 毛利率 | 66.1% | 71.9% |
| 营业利润率 | — | 18.6% |
| 净利率 | — | 18.8% |
| 营收同比 | 1.9% | 8.6% |
| 净利润同比 | — | 255.7% |
| 每股收益（稀释后） | — | $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MSTRRAMP
| Q4 25 | $123.0M | $212.2M | ||
| Q3 25 | $128.7M | $199.8M | ||
| Q2 25 | $114.5M | $194.8M | ||
| Q1 25 | $111.1M | $188.7M | ||
| Q4 24 | $120.7M | $195.4M | ||
| Q3 24 | $116.1M | $185.5M | ||
| Q2 24 | $111.4M | $176.0M | ||
| Q1 24 | $115.2M | $171.9M |
净利润MSTRRAMP
| Q4 25 | — | $39.9M | ||
| Q3 25 | $2.8B | $27.4M | ||
| Q2 25 | $10.0B | $7.7M | ||
| Q1 25 | $-4.2B | $-6.3M | ||
| Q4 24 | $-670.8M | $11.2M | ||
| Q3 24 | $-340.2M | $1.7M | ||
| Q2 24 | $-102.6M | $-7.5M | ||
| Q1 24 | $-53.1M | $-5.4M |
毛利率MSTRRAMP
| Q4 25 | 66.1% | 71.9% | ||
| Q3 25 | 70.5% | 70.2% | ||
| Q2 25 | 68.8% | 70.1% | ||
| Q1 25 | 69.4% | 69.3% | ||
| Q4 24 | 71.7% | 71.9% | ||
| Q3 24 | 70.4% | 72.4% | ||
| Q2 24 | 72.2% | 70.6% | ||
| Q1 24 | 74.0% | 72.2% |
营业利润率MSTRRAMP
| Q4 25 | — | 18.6% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | -5331.4% | -6.1% | ||
| Q4 24 | -842.1% | 7.5% | ||
| Q3 24 | -372.7% | 4.0% | ||
| Q2 24 | -179.7% | -3.0% | ||
| Q1 24 | -176.8% | -8.3% |
净利率MSTRRAMP
| Q4 25 | — | 18.8% | ||
| Q3 25 | 2164.1% | 13.7% | ||
| Q2 25 | 8752.7% | 4.0% | ||
| Q1 25 | -3797.2% | -3.3% | ||
| Q4 24 | -555.8% | 5.7% | ||
| Q3 24 | -293.1% | 0.9% | ||
| Q2 24 | -92.0% | -4.3% | ||
| Q1 24 | -46.1% | -3.1% |
每股收益（稀释后）MSTRRAMP
| Q4 25 | — | $0.62 | ||
| Q3 25 | $8.42 | $0.42 | ||
| Q2 25 | $32.60 | $0.12 | ||
| Q1 25 | $-16.49 | $-0.10 | ||
| Q4 24 | $4.49 | $0.17 | ||
| Q3 24 | $-1.72 | $0.03 | ||
| Q2 24 | $-0.57 | $-0.11 | ||
| Q1 24 | $-0.31 | $-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 | $2.3B | $403.4M |
| 总债务越低越好 | $8.2B | — |
| 股东权益账面价值 | $44.1B | $962.3M |
| 总资产 | $61.6B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.19× | — |
8季度趋势，按日历期对齐
现金及短期投资MSTRRAMP
| Q4 25 | $2.3B | $403.4M | ||
| Q3 25 | $54.3M | $376.9M | ||
| Q2 25 | $50.1M | $371.1M | ||
| Q1 25 | $60.3M | $420.8M | ||
| Q4 24 | $38.1M | $384.3M | ||
| Q3 24 | $46.3M | $348.4M | ||
| Q2 24 | $66.9M | $342.7M | ||
| Q1 24 | $81.3M | $368.9M |
总债务MSTRRAMP
| Q4 25 | $8.2B | — | ||
| Q3 25 | $8.2B | — | ||
| Q2 25 | $8.2B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $7.2B | — | ||
| Q3 24 | $4.2B | — | ||
| Q2 24 | $3.8B | — | ||
| Q1 24 | $3.6B | — |
股东权益MSTRRAMP
| Q4 25 | $44.1B | $962.3M | ||
| Q3 25 | $52.3B | $943.8M | ||
| Q2 25 | $47.5B | $947.8M | ||
| Q1 25 | $32.2B | $948.9M | ||
| Q4 24 | $18.2B | $957.7M | ||
| Q3 24 | $3.8B | $932.1M | ||
| Q2 24 | $2.8B | $951.9M | ||
| Q1 24 | $2.4B | $949.1M |
总资产MSTRRAMP
| Q4 25 | $61.6B | $1.3B | ||
| Q3 25 | $73.6B | $1.2B | ||
| Q2 25 | $64.8B | $1.2B | ||
| Q1 25 | $43.9B | $1.3B | ||
| Q4 24 | $25.8B | $1.3B | ||
| Q3 24 | $8.3B | $1.2B | ||
| Q2 24 | $7.1B | $1.2B | ||
| Q1 24 | $6.4B | $1.2B |
负债/权益比MSTRRAMP
| Q4 25 | 0.19× | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.25× | — | ||
| Q4 24 | 0.39× | — | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.36× | — | ||
| Q1 24 | 1.48× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
