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Nutanix, Inc.(NTNX)与ROYAL GOLD INC(RGLD)财务数据对比。点击上方公司名可切换其他公司
Nutanix, Inc.的季度营收约是ROYAL GOLD INC的1.8倍($670.6M vs $375.3M),ROYAL GOLD INC净利率更高(24.9% vs 9.3%,领先15.7%),ROYAL GOLD INC同比增速更快(85.3% vs 13.5%),过去两年ROYAL GOLD INC的营收复合增速更高(58.8% vs 8.9%)
Nutanix是美国云计算企业,专注于提供数据中心、混合多云部署相关的软件产品,覆盖虚拟化、Kubernetes容器、数据库即服务、软件定义网络、安全以及文件、对象、块级软件定义存储等领域,助力企业高效搭建与运维云基础设施。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业,收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益,资产覆盖黄金、白银、铜等品类,业务遍及多地区,无需直接承担采矿运营风险。
NTNX vs RGLD — 直观对比
营收规模更大
NTNX
是对方的1.8倍
$375.3M
营收增速更快
RGLD
高出71.8%
13.5%
净利率更高
RGLD
高出15.7%
9.3%
两年增速更快
RGLD
近两年复合增速
8.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $670.6M | $375.3M |
| 净利润 | $62.1M | $93.6M |
| 毛利率 | 87.0% | 64.6% |
| 营业利润率 | 7.4% | 56.2% |
| 净利率 | 9.3% | 24.9% |
| 营收同比 | 13.5% | 85.3% |
| 净利润同比 | 107.5% | -12.8% |
| 每股收益(稀释后) | $0.21 | $1.04 |
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
NTNX
RGLD
| Q4 25 | $670.6M | $375.3M | ||
| Q3 25 | $653.3M | $252.1M | ||
| Q2 25 | $639.0M | $209.6M | ||
| Q1 25 | $654.7M | $193.4M | ||
| Q4 24 | $591.0M | $202.6M | ||
| Q3 24 | $548.0M | $193.8M | ||
| Q2 24 | $524.6M | $174.1M | ||
| Q1 24 | $565.2M | $148.9M |
净利润
NTNX
RGLD
| Q4 25 | $62.1M | $93.6M | ||
| Q3 25 | $38.6M | $126.8M | ||
| Q2 25 | $63.4M | $132.3M | ||
| Q1 25 | $56.4M | $113.5M | ||
| Q4 24 | $29.9M | $107.4M | ||
| Q3 24 | $-126.1M | $96.2M | ||
| Q2 24 | $-15.6M | $81.2M | ||
| Q1 24 | $32.8M | $47.2M |
毛利率
NTNX
RGLD
| Q4 25 | 87.0% | 64.6% | ||
| Q3 25 | 87.2% | 73.6% | ||
| Q2 25 | 87.0% | 72.6% | ||
| Q1 25 | 87.0% | 69.4% | ||
| Q4 24 | 86.0% | 70.3% | ||
| Q3 24 | 85.2% | 66.6% | ||
| Q2 24 | 84.8% | 64.7% | ||
| Q1 24 | 85.6% | 58.4% |
营业利润率
NTNX
RGLD
| Q4 25 | 7.4% | 56.2% | ||
| Q3 25 | 4.8% | 64.4% | ||
| Q2 25 | 7.6% | 67.7% | ||
| Q1 25 | 10.0% | 63.6% | ||
| Q4 24 | 4.6% | 65.9% | ||
| Q3 24 | -2.2% | 61.3% | ||
| Q2 24 | -2.2% | 58.6% | ||
| Q1 24 | 6.6% | 50.7% |
净利率
NTNX
RGLD
| Q4 25 | 9.3% | 24.9% | ||
| Q3 25 | 5.9% | 50.3% | ||
| Q2 25 | 9.9% | 63.1% | ||
| Q1 25 | 8.6% | 58.7% | ||
| Q4 24 | 5.1% | 53.0% | ||
| Q3 24 | -23.0% | 49.7% | ||
| Q2 24 | -3.0% | 46.6% | ||
| Q1 24 | 5.8% | 31.7% |
每股收益(稀释后)
NTNX
RGLD
| Q4 25 | $0.21 | $1.04 | ||
| Q3 25 | $0.14 | $1.92 | ||
| Q2 25 | $0.22 | $2.01 | ||
| Q1 25 | $0.19 | $1.72 | ||
| Q4 24 | $0.10 | $1.63 | ||
| Q3 24 | $-0.50 | $1.46 | ||
| Q2 24 | $-0.06 | $1.23 | ||
| Q1 24 | $0.12 | $0.72 |
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 | $780.4M | $233.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-668.6M | $7.2B |
| 总资产 | $3.3B | $9.5B |
| 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
NTNX
RGLD
| Q4 25 | $780.4M | $233.7M | ||
| Q3 25 | $769.5M | $172.8M | ||
| Q2 25 | $872.6M | $248.2M | ||
| Q1 25 | $1.1B | $240.8M | ||
| Q4 24 | $716.6M | $195.5M | ||
| Q3 24 | $655.3M | $127.9M | ||
| Q2 24 | $598.0M | $74.2M | ||
| Q1 24 | $679.2M | $137.9M |
总债务
NTNX
RGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $50.0M | ||
| Q1 24 | — | — |
股东权益
NTNX
RGLD
| Q4 25 | $-668.6M | $7.2B | ||
| Q3 25 | $-694.5M | $3.4B | ||
| Q2 25 | $-711.4M | $3.3B | ||
| Q1 25 | $-807.7M | $3.2B | ||
| Q4 24 | $-685.3M | $3.1B | ||
| Q3 24 | $-728.1M | $3.0B | ||
| Q2 24 | $-619.5M | $3.0B | ||
| Q1 24 | $-611.7M | $2.9B |
总资产
NTNX
RGLD
| Q4 25 | $3.3B | $9.5B | ||
| Q3 25 | $3.3B | $4.5B | ||
| Q2 25 | $3.1B | $3.6B | ||
| Q1 25 | $3.0B | $3.5B | ||
| Q4 24 | $2.2B | $3.4B | ||
| Q3 24 | $2.1B | $3.3B | ||
| Q2 24 | $2.8B | $3.3B | ||
| Q1 24 | $2.7B | $3.3B |
负债/权益比
NTNX
RGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.02× | ||
| Q1 24 | — | — |
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 | $241.7M |
| 自由现金流经营现金流 - 资本支出 | $174.5M | — |
| 自由现金流率自由现金流/营收 | 26.0% | — |
| 资本支出强度资本支出/营收 | 3.3% | — |
| 现金转化率经营现金流/净利润 | 3.17× | 2.58× |
| 过去12个月自由现金流最近4个季度 | $772.8M | — |
8季度趋势,按日历期对齐
经营现金流
NTNX
RGLD
| Q4 25 | $196.8M | $241.7M | ||
| Q3 25 | $219.5M | $174.0M | ||
| Q2 25 | $218.5M | $152.8M | ||
| Q1 25 | $221.7M | $136.4M | ||
| Q4 24 | $161.8M | $141.1M | ||
| Q3 24 | $244.7M | $136.7M | ||
| Q2 24 | $96.4M | $113.5M | ||
| Q1 24 | $186.4M | $138.3M |
自由现金流
NTNX
RGLD
| Q4 25 | $174.5M | — | ||
| Q3 25 | $207.8M | — | ||
| Q2 25 | $203.4M | — | ||
| Q1 25 | $187.1M | — | ||
| Q4 24 | $151.9M | — | ||
| Q3 24 | $224.3M | — | ||
| Q2 24 | $78.3M | — | ||
| Q1 24 | $162.6M | — |
自由现金流率
NTNX
RGLD
| Q4 25 | 26.0% | — | ||
| Q3 25 | 31.8% | — | ||
| Q2 25 | 31.8% | — | ||
| Q1 25 | 28.6% | — | ||
| Q4 24 | 25.7% | — | ||
| Q3 24 | 40.9% | — | ||
| Q2 24 | 14.9% | — | ||
| Q1 24 | 28.8% | — |
资本支出强度
NTNX
RGLD
| Q4 25 | 3.3% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 2.4% | — | ||
| Q1 25 | 5.3% | — | ||
| Q4 24 | 1.7% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 3.4% | — | ||
| Q1 24 | 4.2% | — |
现金转化率
NTNX
RGLD
| Q4 25 | 3.17× | 2.58× | ||
| Q3 25 | 5.68× | 1.37× | ||
| Q2 25 | 3.45× | 1.15× | ||
| Q1 25 | 3.93× | 1.20× | ||
| Q4 24 | 5.41× | 1.31× | ||
| Q3 24 | — | 1.42× | ||
| Q2 24 | — | 1.40× | ||
| Q1 24 | 5.68× | 2.93× |
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
NTNX
| Services | $335.5M | 50% |
| Subscriptionand Circulation Software Entitlementand Support Subscription | $320.8M | 48% |
| Other | $14.3M | 2% |
RGLD
| Gold | $216.9M | 58% |
| Pueblo Viejo | $47.3M | 13% |
| Andacollo | $32.6M | 9% |
| Silver | $32.1M | 9% |
| Other | $27.2M | 7% |
| Copper | $13.7M | 4% |
| Cortez Legacy Zone | $5.4M | 1% |