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Nebius Group N.V.（NBIS）与PINTEREST, INC.（PINS）财务数据对比。点击上方公司名可切换其他公司
PINTEREST, INC.的季度营收约是Nebius Group N.V.的41.1倍（$1.3B vs $32.1M）。PINTEREST, INC.自由现金流更多（$380.4M vs $-586.8M）
Nebius Group N.V.是总部位于阿姆斯特丹的科技企业，核心业务为提供人工智能基础设施相关服务。集团旗下拥有Avride、TripleTen两大品牌，同时持有Toloka和Clickhouse的股份，在以色列、美国均设有办公地点。
Pinterest是美国社交媒体服务商，主打数字图板形式的信息发布与发现功能，用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立，总部位于旧金山。
NBIS vs PINS — 直观对比
营收规模更大
PINS
是对方的41.1倍
$32.1M
自由现金流更多
PINS
多$967.2M
$-586.8M
损益表 — Q3 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $32.1M | $1.3B |
| 净利润 | — | $277.1M |
| 毛利率 | — | 82.8% |
| 营业利润率 | -251.1% | 22.8% |
| 净利率 | — | 21.0% |
| 营收同比 | — | 14.3% |
| 净利润同比 | — | -85.0% |
| 每股收益（稀释后） | — | $0.41 |
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NBISPINS
| Q4 25 | — | $1.3B | ||
| Q3 25 | $32.1M | $1.0B | ||
| Q2 25 | $24.2M | $998.2M | ||
| Q1 25 | — | $855.0M | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $79.6M | $898.4M | ||
| Q2 24 | $36.3M | $853.7M | ||
| Q1 24 | — | $740.0M |
净利润NBISPINS
| Q4 25 | — | $277.1M | ||
| Q3 25 | — | $92.1M | ||
| Q2 25 | $-185.4M | $38.8M | ||
| Q1 25 | — | $8.9M | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | $-258.2M | $30.6M | ||
| Q2 24 | $-118.3M | $8.9M | ||
| Q1 24 | — | $-24.8M |
毛利率NBISPINS
| Q4 25 | — | 82.8% | ||
| Q3 25 | — | 79.8% | ||
| Q2 25 | — | 79.7% | ||
| Q1 25 | — | 76.7% | ||
| Q4 24 | — | 82.9% | ||
| Q3 24 | — | 79.1% | ||
| Q2 24 | — | 78.3% | ||
| Q1 24 | — | 75.5% |
营业利润率NBISPINS
| Q4 25 | — | 22.8% | ||
| Q3 25 | -251.1% | 5.6% | ||
| Q2 25 | -754.1% | -0.4% | ||
| Q1 25 | — | -4.1% | ||
| Q4 24 | — | 22.7% | ||
| Q3 24 | -366.1% | -0.7% | ||
| Q2 24 | -563.1% | -2.5% | ||
| Q1 24 | — | -7.4% |
净利率NBISPINS
| Q4 25 | — | 21.0% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | -766.1% | 3.9% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 160.1% | ||
| Q3 24 | -324.4% | 3.4% | ||
| Q2 24 | -325.9% | 1.0% | ||
| Q1 24 | — | -3.4% |
每股收益（稀释后）NBISPINS
| Q4 25 | — | $0.41 | ||
| Q3 25 | — | $0.13 | ||
| Q2 25 | — | $0.06 | ||
| Q1 25 | — | $0.01 | ||
| Q4 24 | — | $2.66 | ||
| Q3 24 | — | $0.04 | ||
| Q2 24 | — | $0.01 | ||
| Q1 24 | — | $-0.04 |
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 | $4.8B | $969.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.8B | $4.7B |
| 总资产 | $10.1B | $5.5B |
| 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NBISPINS
| Q4 25 | — | $969.3M | ||
| Q3 25 | $4.8B | $1.1B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $2.3B | $1.0B | ||
| Q2 24 | $2.3B | $1.4B | ||
| Q1 24 | — | $1.6B |
股东权益NBISPINS
| Q4 25 | — | $4.7B | ||
| Q3 25 | $4.8B | $4.8B | ||
| Q2 25 | $3.8B | $4.8B | ||
| Q1 25 | — | $4.7B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | $2.9B | $2.9B | ||
| Q2 24 | $4.3B | $3.2B | ||
| Q1 24 | — | $3.1B |
总资产NBISPINS
| Q4 25 | — | $5.5B | ||
| Q3 25 | $10.1B | $5.5B | ||
| Q2 25 | $5.1B | $5.4B | ||
| Q1 25 | — | $5.3B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | $3.0B | $3.5B | ||
| Q2 24 | $4.4B | $3.7B | ||
| Q1 24 | — | $3.7B |
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 | $-196.8M | $391.2M |
| 自由现金流经营现金流 - 资本支出 | $-586.8M | $380.4M |
| 自由现金流率自由现金流/营收 | -1828.0% | 28.8% |
| 资本支出强度资本支出/营收 | 1215.0% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | $1.3B |
8季度趋势，按日历期对齐
经营现金流NBISPINS
| Q4 25 | — | $391.2M | ||
| Q3 25 | $-196.8M | $321.7M | ||
| Q2 25 | $-162.0M | $207.7M | ||
| Q1 25 | — | $363.7M | ||
| Q4 24 | — | $254.0M | ||
| Q3 24 | — | $248.0M | ||
| Q2 24 | — | $106.4M | ||
| Q1 24 | — | $356.1M |
自由现金流NBISPINS
| Q4 25 | — | $380.4M | ||
| Q3 25 | $-586.8M | $318.4M | ||
| Q2 25 | $-379.9M | $196.7M | ||
| Q1 25 | — | $356.4M | ||
| Q4 24 | — | $250.2M | ||
| Q3 24 | — | $244.1M | ||
| Q2 24 | — | $101.6M | ||
| Q1 24 | — | $344.0M |
自由现金流率NBISPINS
| Q4 25 | — | 28.8% | ||
| Q3 25 | -1828.0% | 30.3% | ||
| Q2 25 | -1569.8% | 19.7% | ||
| Q1 25 | — | 41.7% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | — | 27.2% | ||
| Q2 24 | — | 11.9% | ||
| Q1 24 | — | 46.5% |
资本支出强度NBISPINS
| Q4 25 | — | 0.8% | ||
| Q3 25 | 1215.0% | 0.3% | ||
| Q2 25 | 900.4% | 1.1% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.6% | ||
| Q1 24 | — | 1.6% |
现金转化率NBISPINS
| Q4 25 | — | 1.41× | ||
| Q3 25 | — | 3.49× | ||
| Q2 25 | — | 5.36× | ||
| Q1 25 | — | 40.77× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 8.12× | ||
| Q2 24 | — | 11.98× | ||
| Q1 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
NBIS
| Nebius | $27.1M | 84% |
| TripleTen | $6.3M | 20% |
| Avride | $100.0K | 0% |
PINS
暂无分部数据
