vs
Match Group（MTCH）与Revvity（RVTY）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Revvity的1.1倍（$878.0M vs $772.1M），Match Group净利率更高（23.9% vs 12.7%，领先11.1%），Revvity同比增速更快（5.9% vs 2.1%），Match Group自由现金流更多（$308.1M vs $161.8M），过去两年Revvity的营收复合增速更高（9.0% vs 1.1%）
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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
MTCH vs RVTY — 直观对比
营收规模更大
MTCH
是对方的1.1倍
$772.1M
营收增速更快
RVTY
高出3.8%
2.1%
净利率更高
MTCH
高出11.1%
12.7%
自由现金流更多
MTCH
多$146.3M
$161.8M
两年增速更快
RVTY
近两年复合增速
1.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $878.0M | $772.1M |
| 净利润 | $209.7M | $98.4M |
| 毛利率 | 74.7% | — |
| 营业利润率 | 32.4% | 14.5% |
| 净利率 | 23.9% | 12.7% |
| 营收同比 | 2.1% | 5.9% |
| 净利润同比 | 32.5% | 3.9% |
| 每股收益（稀释后） | $0.83 | $0.86 |
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MTCHRVTY
| Q4 25 | $878.0M | $772.1M | ||
| Q3 25 | $914.3M | $698.9M | ||
| Q2 25 | $863.7M | $720.3M | ||
| Q1 25 | $831.2M | $664.8M | ||
| Q4 24 | $860.2M | $729.4M | ||
| Q3 24 | $895.5M | $684.0M | ||
| Q2 24 | $864.1M | $691.7M | ||
| Q1 24 | $859.6M | $649.9M |
净利润MTCHRVTY
| Q4 25 | $209.7M | $98.4M | ||
| Q3 25 | $160.8M | $46.7M | ||
| Q2 25 | $125.5M | $53.9M | ||
| Q1 25 | $117.6M | $42.2M | ||
| Q4 24 | $158.3M | $94.6M | ||
| Q3 24 | $136.5M | $94.4M | ||
| Q2 24 | $133.3M | $55.4M | ||
| Q1 24 | $123.2M | $26.0M |
毛利率MTCHRVTY
| Q4 25 | 74.7% | — | ||
| Q3 25 | 73.0% | 53.6% | ||
| Q2 25 | 72.0% | 54.5% | ||
| Q1 25 | 71.5% | 56.5% | ||
| Q4 24 | 72.5% | — | ||
| Q3 24 | 71.7% | 56.3% | ||
| Q2 24 | 71.6% | 55.7% | ||
| Q1 24 | 70.1% | 54.6% |
营业利润率MTCHRVTY
| Q4 25 | 32.4% | 14.5% | ||
| Q3 25 | 24.2% | 11.7% | ||
| Q2 25 | 22.5% | 12.6% | ||
| Q1 25 | 20.8% | 10.9% | ||
| Q4 24 | 26.0% | 16.3% | ||
| Q3 24 | 23.5% | 14.3% | ||
| Q2 24 | 23.7% | 12.4% | ||
| Q1 24 | 21.5% | 6.8% |
净利率MTCHRVTY
| Q4 25 | 23.9% | 12.7% | ||
| Q3 25 | 17.6% | 6.7% | ||
| Q2 25 | 14.5% | 7.5% | ||
| Q1 25 | 14.1% | 6.4% | ||
| Q4 24 | 18.4% | 13.0% | ||
| Q3 24 | 15.2% | 13.8% | ||
| Q2 24 | 15.4% | 8.0% | ||
| Q1 24 | 14.3% | 4.0% |
每股收益（稀释后）MTCHRVTY
| Q4 25 | $0.83 | $0.86 | ||
| Q3 25 | $0.62 | $0.40 | ||
| Q2 25 | $0.49 | $0.46 | ||
| Q1 25 | $0.44 | $0.35 | ||
| Q4 24 | $0.59 | $0.77 | ||
| Q3 24 | $0.51 | $0.77 | ||
| Q2 24 | $0.48 | $0.45 | ||
| Q1 24 | $0.44 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | $3.5B | — |
| 股东权益账面价值 | $-253.5M | $7.3B |
| 总资产 | $4.5B | $12.2B |
| 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MTCHRVTY
| Q4 25 | $1.0B | $919.9M | ||
| Q3 25 | $1.1B | $931.4M | ||
| Q2 25 | $340.4M | $991.8M | ||
| Q1 25 | $414.2M | $1.1B | ||
| Q4 24 | $970.7M | $1.2B | ||
| Q3 24 | $860.9M | $1.2B | ||
| Q2 24 | $843.6M | $2.0B | ||
| Q1 24 | $920.9M | $1.7B |
总债务MTCHRVTY
| Q4 25 | $3.5B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | $3.8B | — | ||
| Q2 24 | $3.8B | — | ||
| Q1 24 | $3.8B | — |
股东权益MTCHRVTY
| Q4 25 | $-253.5M | $7.3B | ||
| Q3 25 | $-223.9M | $7.4B | ||
| Q2 25 | $-230.9M | $7.6B | ||
| Q1 25 | $-182.7M | $7.6B | ||
| Q4 24 | $-63.7M | $7.7B | ||
| Q3 24 | $-88.5M | $7.9B | ||
| Q2 24 | $-130.2M | $7.9B | ||
| Q1 24 | $-107.8M | $7.8B |
总资产MTCHRVTY
| Q4 25 | $4.5B | $12.2B | ||
| Q3 25 | $4.5B | $12.1B | ||
| Q2 25 | $3.9B | $12.4B | ||
| Q1 25 | $3.9B | $12.4B | ||
| Q4 24 | $4.5B | $12.4B | ||
| Q3 24 | $4.4B | $12.8B | ||
| Q2 24 | $4.4B | $13.4B | ||
| Q1 24 | $4.4B | $13.4B |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $308.1M | $161.8M |
| 自由现金流率自由现金流/营收 | 35.1% | 21.0% |
| 资本支出强度资本支出/营收 | 1.7% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.54× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $509.4M |
8季度趋势，按日历期对齐
经营现金流MTCHRVTY
| Q4 25 | $322.8M | $182.0M | ||
| Q3 25 | $320.6M | $138.5M | ||
| Q2 25 | $243.8M | $134.3M | ||
| Q1 25 | $193.1M | $128.2M | ||
| Q4 24 | $254.7M | $174.2M | ||
| Q3 24 | $264.9M | $147.9M | ||
| Q2 24 | $129.0M | $158.6M | ||
| Q1 24 | $284.1M | $147.6M |
自由现金流MTCHRVTY
| Q4 25 | $308.1M | $161.8M | ||
| Q3 25 | $306.8M | $120.0M | ||
| Q2 25 | $231.0M | $115.5M | ||
| Q1 25 | $177.7M | $112.2M | ||
| Q4 24 | $247.1M | $149.8M | ||
| Q3 24 | $251.8M | $125.6M | ||
| Q2 24 | $116.3M | $136.6M | ||
| Q1 24 | $266.9M | $129.7M |
自由现金流率MTCHRVTY
| Q4 25 | 35.1% | 21.0% | ||
| Q3 25 | 33.6% | 17.2% | ||
| Q2 25 | 26.7% | 16.0% | ||
| Q1 25 | 21.4% | 16.9% | ||
| Q4 24 | 28.7% | 20.5% | ||
| Q3 24 | 28.1% | 18.4% | ||
| Q2 24 | 13.5% | 19.7% | ||
| Q1 24 | 31.0% | 20.0% |
资本支出强度MTCHRVTY
| Q4 25 | 1.7% | 2.6% | ||
| Q3 25 | 1.5% | 2.6% | ||
| Q2 25 | 1.5% | 2.6% | ||
| Q1 25 | 1.9% | 2.4% | ||
| Q4 24 | 0.9% | 3.4% | ||
| Q3 24 | 1.5% | 3.3% | ||
| Q2 24 | 1.5% | 3.2% | ||
| Q1 24 | 2.0% | 2.7% |
现金转化率MTCHRVTY
| Q4 25 | 1.54× | 1.85× | ||
| Q3 25 | 1.99× | 2.97× | ||
| Q2 25 | 1.94× | 2.49× | ||
| Q1 25 | 1.64× | 3.03× | ||
| Q4 24 | 1.61× | 1.84× | ||
| Q3 24 | 1.94× | 1.57× | ||
| Q2 24 | 0.97× | 2.87× | ||
| Q1 24 | 2.31× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
