vs
Match Group(MTCH)与Tempus AI, Inc.(TEM)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Tempus AI, Inc.的2.4倍($878.0M vs $367.2M)。Match Group净利率更高(23.9% vs -14.8%,领先38.6%)。Tempus AI, Inc.同比增速更快(83.0% vs 2.1%)。Match Group自由现金流更多($308.1M vs $-41.5M)。过去两年Tempus AI, Inc.的营收复合增速更高(58.7% 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。
Tempus AI是2015年由埃里克·莱夫科夫斯基在美国伊利诺伊州芝加哥创立的医疗科技企业,创立契机源于其妻子确诊乳腺癌。公司依托数据与人工智能技术,为肿瘤、心脏病、放射医学、抑郁症等领域提供包含诊断在内的精准医疗服务,2024年6月14日于纳斯达克上市,股票代码为TEM。
MTCH vs TEM — 直观对比
营收规模更大
MTCH
是对方的2.4倍
$367.2M
营收增速更快
TEM
高出80.9%
2.1%
净利率更高
MTCH
高出38.6%
-14.8%
自由现金流更多
MTCH
多$349.7M
$-41.5M
两年增速更快
TEM
近两年复合增速
1.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $878.0M | $367.2M |
| 净利润 | $209.7M | $-54.2M |
| 毛利率 | 74.7% | — |
| 营业利润率 | 32.4% | -16.7% |
| 净利率 | 23.9% | -14.8% |
| 营收同比 | 2.1% | 83.0% |
| 净利润同比 | 32.5% | -316.2% |
| 每股收益(稀释后) | $0.83 | $-0.30 |
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
MTCH
TEM
| Q4 25 | $878.0M | $367.2M | ||
| Q3 25 | $914.3M | $334.2M | ||
| Q2 25 | $863.7M | $314.6M | ||
| Q1 25 | $831.2M | $255.7M | ||
| Q4 24 | $860.2M | $200.7M | ||
| Q3 24 | $895.5M | $180.9M | ||
| Q2 24 | $864.1M | $166.0M | ||
| Q1 24 | $859.6M | $145.8M |
净利润
MTCH
TEM
| Q4 25 | $209.7M | $-54.2M | ||
| Q3 25 | $160.8M | $-80.0M | ||
| Q2 25 | $125.5M | $-42.8M | ||
| Q1 25 | $117.6M | $-68.0M | ||
| Q4 24 | $158.3M | $-13.0M | ||
| Q3 24 | $136.5M | $-75.8M | ||
| Q2 24 | $133.3M | $-552.2M | ||
| Q1 24 | $123.2M | $-64.7M |
毛利率
MTCH
TEM
| 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% | — | ||
| Q1 24 | 70.1% | — |
营业利润率
MTCH
TEM
| Q4 25 | 32.4% | -16.7% | ||
| Q3 25 | 24.2% | -18.3% | ||
| Q2 25 | 22.5% | -19.6% | ||
| Q1 25 | 20.8% | -26.9% | ||
| Q4 24 | 26.0% | -25.3% | ||
| Q3 24 | 23.5% | -29.6% | ||
| Q2 24 | 23.7% | -321.4% | ||
| Q1 24 | 21.5% | -36.5% |
净利率
MTCH
TEM
| Q4 25 | 23.9% | -14.8% | ||
| Q3 25 | 17.6% | -23.9% | ||
| Q2 25 | 14.5% | -13.6% | ||
| Q1 25 | 14.1% | -26.6% | ||
| Q4 24 | 18.4% | -6.5% | ||
| Q3 24 | 15.2% | -41.9% | ||
| Q2 24 | 15.4% | -332.7% | ||
| Q1 24 | 14.3% | -44.4% |
每股收益(稀释后)
MTCH
TEM
| Q4 25 | $0.83 | $-0.30 | ||
| Q3 25 | $0.62 | $-0.46 | ||
| Q2 25 | $0.49 | $-0.25 | ||
| Q1 25 | $0.44 | $-0.40 | ||
| Q4 24 | $0.59 | $2.56 | ||
| Q3 24 | $0.51 | $-0.46 | ||
| Q2 24 | $0.48 | $-6.86 | ||
| Q1 24 | $0.44 | $-1.47 |
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 | $604.8M |
| 总债务越低越好 | $3.5B | — |
| 股东权益账面价值 | $-253.5M | $491.3M |
| 总资产 | $4.5B | $2.3B |
| 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
MTCH
TEM
| Q4 25 | $1.0B | $604.8M | ||
| Q3 25 | $1.1B | $655.9M | ||
| Q2 25 | $340.4M | $186.3M | ||
| Q1 25 | $414.2M | $151.6M | ||
| Q4 24 | $970.7M | $341.0M | ||
| Q3 24 | $860.9M | $388.0M | ||
| Q2 24 | $843.6M | $478.8M | ||
| Q1 24 | $920.9M | $79.9M |
总债务
MTCH
TEM
| 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
MTCH
TEM
| Q4 25 | $-253.5M | $491.3M | ||
| Q3 25 | $-223.9M | $507.8M | ||
| Q2 25 | $-230.9M | $309.6M | ||
| Q1 25 | $-182.7M | $326.2M | ||
| Q4 24 | $-63.7M | $56.3M | ||
| Q3 24 | $-88.5M | $53.7M | ||
| Q2 24 | $-130.2M | $98.3M | ||
| Q1 24 | $-107.8M | $-1.5B |
总资产
MTCH
TEM
| Q4 25 | $4.5B | $2.3B | ||
| Q3 25 | $4.5B | $2.3B | ||
| Q2 25 | $3.9B | $1.6B | ||
| Q1 25 | $3.9B | $1.5B | ||
| Q4 24 | $4.5B | $926.1M | ||
| Q3 24 | $4.4B | $971.7M | ||
| Q2 24 | $4.4B | $864.6M | ||
| Q1 24 | $4.4B | — |
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 | $-36.8M |
| 自由现金流经营现金流 - 资本支出 | $308.1M | $-41.5M |
| 自由现金流率自由现金流/营收 | 35.1% | -11.3% |
| 资本支出强度资本支出/营收 | 1.7% | 1.3% |
| 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 | $-239.1M |
8季度趋势,按日历期对齐
经营现金流
MTCH
TEM
| Q4 25 | $322.8M | $-36.8M | ||
| Q3 25 | $320.6M | $-119.8M | ||
| Q2 25 | $243.8M | $44.2M | ||
| Q1 25 | $193.1M | $-105.6M | ||
| Q4 24 | $254.7M | — | ||
| Q3 24 | $264.9M | $48.7M | ||
| Q2 24 | $129.0M | $-97.1M | ||
| Q1 24 | $284.1M | $-101.4M |
自由现金流
MTCH
TEM
| Q4 25 | $308.1M | $-41.5M | ||
| Q3 25 | $306.8M | $-126.5M | ||
| Q2 25 | $231.0M | $36.6M | ||
| Q1 25 | $177.7M | $-107.7M | ||
| Q4 24 | $247.1M | — | ||
| Q3 24 | $251.8M | $48.6M | ||
| Q2 24 | $116.3M | $-105.1M | ||
| Q1 24 | $266.9M | $-107.5M |
自由现金流率
MTCH
TEM
| Q4 25 | 35.1% | -11.3% | ||
| Q3 25 | 33.6% | -37.9% | ||
| Q2 25 | 26.7% | 11.6% | ||
| Q1 25 | 21.4% | -42.1% | ||
| Q4 24 | 28.7% | — | ||
| Q3 24 | 28.1% | 26.9% | ||
| Q2 24 | 13.5% | -63.3% | ||
| Q1 24 | 31.0% | -73.7% |
资本支出强度
MTCH
TEM
| Q4 25 | 1.7% | 1.3% | ||
| Q3 25 | 1.5% | 2.0% | ||
| Q2 25 | 1.5% | 2.4% | ||
| Q1 25 | 1.9% | 0.8% | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.5% | 0.0% | ||
| Q2 24 | 1.5% | 4.8% | ||
| Q1 24 | 2.0% | 4.2% |
现金转化率
MTCH
TEM
| Q4 25 | 1.54× | — | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.64× | — | ||
| Q4 24 | 1.61× | — | ||
| Q3 24 | 1.94× | — | ||
| Q2 24 | 0.97× | — | ||
| Q1 24 | 2.31× | — |
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% |
TEM
暂无分部数据