vs
Match Group（MTCH）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Match Group的季度营收约是Rithm Capital Corp.的1.1倍（$878.0M vs $828.2M），Match Group净利率更高（23.9% vs 13.2%，领先10.7%），Match Group同比增速更快（2.1% vs -40.0%），过去两年Match Group的营收复合增速更高（1.1% vs -17.9%）
美国互联网科技企业Match Group总部位于得克萨斯州达拉斯，旗下拥有全球规模最大的在线约会服务品牌矩阵，运营Tinder、Hinge、Plenty of Fish等多款全球知名约会产品。2020年7月公司从IAC分拆为独立上市公司，截至2019年全球付费订阅用户达930万，其中近半数来自北美地区。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
MTCH vs RITM — 直观对比
营收规模更大
MTCH
是对方的1.1倍
$828.2M
营收增速更快
MTCH
高出42.1%
-40.0%
净利率更高
MTCH
高出10.7%
13.2%
两年增速更快
MTCH
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $878.0M | $828.2M |
| 净利润 | $209.7M | $109.5M |
| 毛利率 | 74.7% | — |
| 营业利润率 | 32.4% | — |
| 净利率 | 23.9% | 13.2% |
| 营收同比 | 2.1% | -40.0% |
| 净利润同比 | 32.5% | 20.9% |
| 每股收益（稀释后） | $0.83 | $0.12 |
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MTCHRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $878.0M | $1.5B | ||
| Q3 25 | $914.3M | $1.1B | ||
| Q2 25 | $863.7M | $1.2B | ||
| Q1 25 | $831.2M | $768.4M | ||
| Q4 24 | $860.2M | $2.1B | ||
| Q3 24 | $895.5M | $619.5M | ||
| Q2 24 | $864.1M | $1.2B |
净利润MTCHRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $209.7M | $85.0M | ||
| Q3 25 | $160.8M | $221.5M | ||
| Q2 25 | $125.5M | $311.7M | ||
| Q1 25 | $117.6M | $78.8M | ||
| Q4 24 | $158.3M | $290.2M | ||
| Q3 24 | $136.5M | $121.7M | ||
| Q2 24 | $133.3M | $235.6M |
毛利率MTCHRITM
| Q1 26 | — | — | ||
| Q4 25 | 74.7% | — | ||
| Q3 25 | 73.0% | — | ||
| Q2 25 | 72.0% | — | ||
| Q1 25 | 71.5% | — | ||
| Q4 24 | 72.5% | — | ||
| Q3 24 | 71.7% | — | ||
| Q2 24 | 71.6% | — |
营业利润率MTCHRITM
| Q1 26 | — | — | ||
| Q4 25 | 32.4% | 13.8% | ||
| Q3 25 | 24.2% | 21.4% | ||
| Q2 25 | 22.5% | 25.2% | ||
| Q1 25 | 20.8% | 7.4% | ||
| Q4 24 | 26.0% | 23.8% | ||
| Q3 24 | 23.5% | 7.3% | ||
| Q2 24 | 23.7% | 23.6% |
净利率MTCHRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 23.9% | 5.7% | ||
| Q3 25 | 17.6% | 20.0% | ||
| Q2 25 | 14.5% | 25.6% | ||
| Q1 25 | 14.1% | 10.3% | ||
| Q4 24 | 18.4% | 14.0% | ||
| Q3 24 | 15.2% | 19.7% | ||
| Q2 24 | 15.4% | 19.2% |
每股收益（稀释后）MTCHRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.83 | $0.09 | ||
| Q3 25 | $0.62 | $0.35 | ||
| Q2 25 | $0.49 | $0.53 | ||
| Q1 25 | $0.44 | $0.07 | ||
| Q4 24 | $0.59 | $0.50 | ||
| Q3 24 | $0.51 | $0.20 | ||
| Q2 24 | $0.48 | $0.43 |
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 | $1.0B | — |
| 总债务越低越好 | $3.5B | — |
| 股东权益账面价值 | $-253.5M | $9.1B |
| 总资产 | $4.5B | $53.4B |
| 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MTCHRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $1.8B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $340.4M | $1.6B | ||
| Q1 25 | $414.2M | $1.5B | ||
| Q4 24 | $970.7M | $1.5B | ||
| Q3 24 | $860.9M | $1.6B | ||
| Q2 24 | $843.6M | $1.2B |
总债务MTCHRITM
| Q1 26 | — | — | ||
| Q4 25 | $3.5B | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | $3.4B | $32.2B | ||
| Q4 24 | $3.8B | $32.6B | ||
| Q3 24 | $3.8B | $29.6B | ||
| Q2 24 | $3.8B | $30.1B |
股东权益MTCHRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $-253.5M | $8.4B | ||
| Q3 25 | $-223.9M | $8.5B | ||
| Q2 25 | $-230.9M | $7.9B | ||
| Q1 25 | $-182.7M | $7.8B | ||
| Q4 24 | $-63.7M | $7.8B | ||
| Q3 24 | $-88.5M | $7.7B | ||
| Q2 24 | $-130.2M | $7.3B |
总资产MTCHRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $4.5B | $53.1B | ||
| Q3 25 | $4.5B | $47.2B | ||
| Q2 25 | $3.9B | $44.3B | ||
| Q1 25 | $3.9B | $45.3B | ||
| Q4 24 | $4.5B | $46.0B | ||
| Q3 24 | $4.4B | $42.3B | ||
| Q2 24 | $4.4B | $42.0B |
负债/权益比MTCHRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | $322.8M | — |
| 自由现金流经营现金流 - 资本支出 | $308.1M | — |
| 自由现金流率自由现金流/营收 | 35.1% | — |
| 资本支出强度资本支出/营收 | 1.7% | — |
| 现金转化率经营现金流/净利润 | 1.54× | — |
| 过去12个月自由现金流最近4个季度 | $1.0B | — |
8季度趋势，按日历期对齐
经营现金流MTCHRITM
| Q1 26 | — | — | ||
| Q4 25 | $322.8M | $-114.6M | ||
| Q3 25 | $320.6M | $-2.0B | ||
| Q2 25 | $243.8M | $-557.1M | ||
| Q1 25 | $193.1M | $1.4B | ||
| Q4 24 | $254.7M | $-1.8B | ||
| Q3 24 | $264.9M | $768.1M | ||
| Q2 24 | $129.0M | $-55.7M |
自由现金流MTCHRITM
| Q1 26 | — | — | ||
| Q4 25 | $308.1M | — | ||
| Q3 25 | $306.8M | — | ||
| Q2 25 | $231.0M | — | ||
| Q1 25 | $177.7M | — | ||
| Q4 24 | $247.1M | — | ||
| Q3 24 | $251.8M | — | ||
| Q2 24 | $116.3M | — |
自由现金流率MTCHRITM
| Q1 26 | — | — | ||
| Q4 25 | 35.1% | — | ||
| Q3 25 | 33.6% | — | ||
| Q2 25 | 26.7% | — | ||
| Q1 25 | 21.4% | — | ||
| Q4 24 | 28.7% | — | ||
| Q3 24 | 28.1% | — | ||
| Q2 24 | 13.5% | — |
资本支出强度MTCHRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 1.5% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 1.5% | — |
现金转化率MTCHRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.54× | -1.35× | ||
| Q3 25 | 1.99× | -9.22× | ||
| Q2 25 | 1.94× | -1.79× | ||
| Q1 25 | 1.64× | 18.03× | ||
| Q4 24 | 1.61× | -6.04× | ||
| Q3 24 | 1.94× | 6.31× | ||
| Q2 24 | 0.97× | -0.24× |
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
MTCH
| Tinder Segment | $479.3M | 55% |
| Hinge Segment | $186.5M | 21% |
| Evergreen And Emerging Segment | $148.1M | 17% |
| MG Asia Segment | $65.8M | 7% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
