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MURPHY OIL CORP(MUR)与Cloudflare, Inc.(NET)财务数据对比。点击上方公司名可切换其他公司
Cloudflare, Inc.的季度营收约是MURPHY OIL CORP的1.0倍($614.5M vs $613.1M),MURPHY OIL CORP净利率更高(1.9% vs -2.0%,领先3.9%),Cloudflare, Inc.同比增速更快(33.6% vs -8.4%),过去两年Cloudflare, Inc.的营收复合增速更高(27.4% vs -12.2%)
墨菲石油公司是一家美国能源企业,核心业务为油气勘探开发,总部位于得克萨斯州休斯敦,在全球能源勘探领域拥有成熟的业务布局与行业经验。
Cloudflare是总部位于美国加利福尼亚州旧金山的科技企业,提供内容分发网络(CDN)、云网络安全、DDoS防护等多元互联网服务,同时是ICANN认证的域名注册商。其服务作为网站访客与客户托管服务商之间的反向代理,可有效提升访问性能,抵御恶意流量。
MUR vs NET — 直观对比
营收规模更大
NET
是对方的1.0倍
$613.1M
营收增速更快
NET
高出42.0%
-8.4%
净利率更高
MUR
高出3.9%
-2.0%
两年增速更快
NET
近两年复合增速
-12.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $613.1M | $614.5M |
| 净利润 | $11.9M | $-12.1M |
| 毛利率 | — | 73.6% |
| 营业利润率 | 9.7% | -8.0% |
| 净利率 | 1.9% | -2.0% |
| 营收同比 | -8.4% | 33.6% |
| 净利润同比 | -76.3% | 6.0% |
| 每股收益(稀释后) | $0.08 | $-0.03 |
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
MUR
NET
| Q4 25 | $613.1M | $614.5M | ||
| Q3 25 | $721.0M | $562.0M | ||
| Q2 25 | $683.0M | $512.3M | ||
| Q1 25 | $672.7M | $479.1M | ||
| Q4 24 | $669.6M | $459.9M | ||
| Q3 24 | $753.2M | $430.1M | ||
| Q2 24 | $801.0M | $401.0M | ||
| Q1 24 | $794.8M | $378.6M |
净利润
MUR
NET
| Q4 25 | $11.9M | $-12.1M | ||
| Q3 25 | $-3.0M | $-1.3M | ||
| Q2 25 | $22.3M | $-50.4M | ||
| Q1 25 | $73.0M | $-38.5M | ||
| Q4 24 | $50.4M | $-12.8M | ||
| Q3 24 | $139.1M | $-15.3M | ||
| Q2 24 | $127.7M | $-15.1M | ||
| Q1 24 | $90.0M | $-35.5M |
毛利率
MUR
NET
| Q4 25 | — | 73.6% | ||
| Q3 25 | — | 74.0% | ||
| Q2 25 | — | 74.9% | ||
| Q1 25 | — | 75.9% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | 99.6% | 77.8% | ||
| Q1 24 | 100.0% | 77.5% |
营业利润率
MUR
NET
| Q4 25 | 9.7% | -8.0% | ||
| Q3 25 | 0.8% | -6.7% | ||
| Q2 25 | 13.5% | -13.1% | ||
| Q1 25 | 21.4% | -11.1% | ||
| Q4 24 | 12.7% | -7.5% | ||
| Q3 24 | 23.8% | -7.2% | ||
| Q2 24 | 23.0% | -8.7% | ||
| Q1 24 | 19.4% | -14.4% |
净利率
MUR
NET
| Q4 25 | 1.9% | -2.0% | ||
| Q3 25 | -0.4% | -0.2% | ||
| Q2 25 | 3.3% | -9.8% | ||
| Q1 25 | 10.9% | -8.0% | ||
| Q4 24 | 7.5% | -2.8% | ||
| Q3 24 | 18.5% | -3.6% | ||
| Q2 24 | 15.9% | -3.8% | ||
| Q1 24 | 11.3% | -9.4% |
每股收益(稀释后)
MUR
NET
| Q4 25 | $0.08 | $-0.03 | ||
| Q3 25 | $-0.02 | $0.00 | ||
| Q2 25 | $0.16 | $-0.15 | ||
| Q1 25 | $0.50 | $-0.11 | ||
| Q4 24 | $0.35 | $-0.05 | ||
| Q3 24 | $0.93 | $-0.04 | ||
| Q2 24 | $0.83 | $-0.04 | ||
| Q1 24 | $0.59 | $-0.10 |
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 | $377.2M | $943.5M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $5.1B | $1.5B |
| 总资产 | $9.8B | $6.0B |
| 负债/权益比越低杠杆越低 | 0.27× | — |
8季度趋势,按日历期对齐
现金及短期投资
MUR
NET
| Q4 25 | $377.2M | $943.5M | ||
| Q3 25 | $426.0M | $1.1B | ||
| Q2 25 | $379.6M | $1.5B | ||
| Q1 25 | $392.9M | $204.5M | ||
| Q4 24 | $423.6M | $147.7M | ||
| Q3 24 | $271.2M | $182.9M | ||
| Q2 24 | $333.6M | $157.0M | ||
| Q1 24 | $323.4M | $254.4M |
总债务
MUR
NET
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
股东权益
MUR
NET
| Q4 25 | $5.1B | $1.5B | ||
| Q3 25 | $5.1B | $1.3B | ||
| Q2 25 | $5.2B | $1.2B | ||
| Q1 25 | $5.1B | $1.4B | ||
| Q4 24 | $5.2B | $1.0B | ||
| Q3 24 | $5.2B | $973.1M | ||
| Q2 24 | $5.3B | $881.5M | ||
| Q1 24 | $5.3B | $797.2M |
总资产
MUR
NET
| Q4 25 | $9.8B | $6.0B | ||
| Q3 25 | $9.7B | $5.8B | ||
| Q2 25 | $9.8B | $5.6B | ||
| Q1 25 | $9.8B | $3.7B | ||
| Q4 24 | $9.7B | $3.3B | ||
| Q3 24 | $9.7B | $3.1B | ||
| Q2 24 | $9.9B | $2.9B | ||
| Q1 24 | $9.7B | $2.8B |
负债/权益比
MUR
NET
| Q4 25 | 0.27× | — | ||
| Q3 25 | 0.28× | — | ||
| Q2 25 | 0.28× | — | ||
| Q1 25 | 0.29× | — | ||
| Q4 24 | 0.25× | — | ||
| Q3 24 | 0.24× | — | ||
| Q2 24 | 0.24× | — | ||
| Q1 24 | 0.25× | — |
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 | $249.6M | $190.4M |
| 自由现金流经营现金流 - 资本支出 | — | $105.2M |
| 自由现金流率自由现金流/营收 | — | 17.1% |
| 资本支出强度资本支出/营收 | — | 13.9% |
| 现金转化率经营现金流/净利润 | 20.92× | — |
| 过去12个月自由现金流最近4个季度 | — | $287.5M |
8季度趋势,按日历期对齐
经营现金流
MUR
NET
| Q4 25 | $249.6M | $190.4M | ||
| Q3 25 | $339.4M | $167.1M | ||
| Q2 25 | $358.1M | $99.8M | ||
| Q1 25 | $300.7M | $145.8M | ||
| Q4 24 | $433.6M | $127.3M | ||
| Q3 24 | $429.0M | $104.7M | ||
| Q2 24 | $467.7M | $74.8M | ||
| Q1 24 | $398.8M | $73.6M |
自由现金流
MUR
NET
| Q4 25 | — | $105.2M | ||
| Q3 25 | — | $82.5M | ||
| Q2 25 | — | $39.9M | ||
| Q1 25 | — | $59.9M | ||
| Q4 24 | — | $54.2M | ||
| Q3 24 | — | $54.5M | ||
| Q2 24 | — | $45.2M | ||
| Q1 24 | — | $41.5M |
自由现金流率
MUR
NET
| Q4 25 | — | 17.1% | ||
| Q3 25 | — | 14.7% | ||
| Q2 25 | — | 7.8% | ||
| Q1 25 | — | 12.5% | ||
| Q4 24 | — | 11.8% | ||
| Q3 24 | — | 12.7% | ||
| Q2 24 | — | 11.3% | ||
| Q1 24 | — | 11.0% |
资本支出强度
MUR
NET
| Q4 25 | — | 13.9% | ||
| Q3 25 | — | 15.1% | ||
| Q2 25 | — | 11.7% | ||
| Q1 25 | — | 17.9% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | — | 11.7% | ||
| Q2 24 | — | 7.4% | ||
| Q1 24 | — | 8.5% |
现金转化率
MUR
NET
| Q4 25 | 20.92× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 16.06× | — | ||
| Q1 25 | 4.12× | — | ||
| Q4 24 | 8.61× | — | ||
| Q3 24 | 3.08× | — | ||
| Q2 24 | 3.66× | — | ||
| Q1 24 | 4.43× | — |
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
MUR
暂无分部数据
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |