vs
Nextdoor Holdings, Inc.（NXDR）与REGIS CORP（RGS）财务数据对比。点击上方公司名可切换其他公司
Nextdoor Holdings, Inc.的季度营收约是REGIS CORP的1.2倍（$69.5M vs $57.1M），REGIS CORP净利率更高（0.8% vs -5.8%，领先6.6%），REGIS CORP同比增速更快（22.3% vs 6.5%），Nextdoor Holdings, Inc.自由现金流更多（$9.4M vs $891.0K），过去两年Nextdoor Holdings, Inc.的营收复合增速更高（14.3% vs 7.8%）
Nextdoor Holdings, Inc.是一家美国企业，主打面向社区的超本地社交网络服务。公司成立于2008年，总部位于加利福尼亚州旧金山，2011年10月在美国正式推出服务。截至2023年5月，业务已覆盖11个国家，2024年数据显示其平台会员数量达8800万。
瑞吉斯公司是一家美国美发沙龙运营商，总部位于明尼苏达州明尼阿波利斯市。截至2021年8月，该集团旗下拥有5563家加盟沙龙以及276家直营门店，是北美地区规模领先的美发沙龙连锁经营企业。
NXDR vs RGS — 直观对比
营收规模更大
NXDR
是对方的1.2倍
$57.1M
营收增速更快
RGS
高出15.7%
6.5%
净利率更高
RGS
高出6.6%
-5.8%
自由现金流更多
NXDR
多$8.5M
$891.0K
两年增速更快
NXDR
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $69.5M | $57.1M |
| 净利润 | $-4.0M | $456.0K |
| 毛利率 | 84.9% | — |
| 营业利润率 | -10.7% | 10.8% |
| 净利率 | -5.8% | 0.8% |
| 营收同比 | 6.5% | 22.3% |
| 净利润同比 | 66.7% | -94.0% |
| 每股收益（稀释后） | $-0.01 | $0.16 |
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NXDRRGS
| Q4 25 | $69.5M | $57.1M | ||
| Q3 25 | $68.9M | $59.0M | ||
| Q2 25 | $65.1M | $60.4M | ||
| Q1 25 | $54.2M | $57.0M | ||
| Q4 24 | $65.2M | $46.7M | ||
| Q3 24 | $65.6M | $46.1M | ||
| Q2 24 | $63.3M | $49.4M | ||
| Q1 24 | $53.1M | $49.2M |
净利润NXDRRGS
| Q4 25 | $-4.0M | $456.0K | ||
| Q3 25 | $-12.9M | $1.4M | ||
| Q2 25 | $-15.4M | $116.5M | ||
| Q1 25 | $-22.0M | $250.0K | ||
| Q4 24 | $-12.1M | $7.6M | ||
| Q3 24 | $-14.9M | $-853.0K | ||
| Q2 24 | $-42.8M | $91.2M | ||
| Q1 24 | $-28.3M | $-2.3M |
毛利率NXDRRGS
| Q4 25 | 84.9% | — | ||
| Q3 25 | 84.9% | — | ||
| Q2 25 | 83.6% | — | ||
| Q1 25 | 82.6% | — | ||
| Q4 24 | 84.0% | — | ||
| Q3 24 | 83.0% | — | ||
| Q2 24 | 83.8% | — | ||
| Q1 24 | 81.2% | — |
营业利润率NXDRRGS
| Q4 25 | -10.7% | 10.8% | ||
| Q3 25 | -25.0% | 10.0% | ||
| Q2 25 | -31.1% | 12.1% | ||
| Q1 25 | -49.9% | 8.8% | ||
| Q4 24 | -26.2% | 11.8% | ||
| Q3 24 | -31.7% | 4.6% | ||
| Q2 24 | -77.4% | — | ||
| Q1 24 | -65.4% | 8.3% |
净利率NXDRRGS
| Q4 25 | -5.8% | 0.8% | ||
| Q3 25 | -18.7% | 2.3% | ||
| Q2 25 | -23.6% | 192.9% | ||
| Q1 25 | -40.5% | 0.4% | ||
| Q4 24 | -18.6% | 16.4% | ||
| Q3 24 | -22.7% | -1.9% | ||
| Q2 24 | -67.6% | 184.7% | ||
| Q1 24 | -53.2% | -4.7% |
每股收益（稀释后）NXDRRGS
| Q4 25 | $-0.01 | $0.16 | ||
| Q3 25 | $-0.03 | $0.49 | ||
| Q2 25 | $-0.04 | $43.67 | ||
| Q1 25 | $-0.06 | $0.08 | ||
| Q4 24 | $-0.03 | $2.71 | ||
| Q3 24 | $-0.04 | $-0.36 | ||
| Q2 24 | $-0.11 | $38.40 | ||
| Q1 24 | $-0.07 | $-1.00 |
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 | $63.3M | $18.4M |
| 总债务越低越好 | — | $113.3M |
| 股东权益账面价值 | $431.3M | $188.7M |
| 总资产 | $486.8M | $588.3M |
| 负债/权益比越低杠杆越低 | — | 0.60× |
8季度趋势，按日历期对齐
现金及短期投资NXDRRGS
| Q4 25 | $63.3M | $18.4M | ||
| Q3 25 | $56.1M | $16.6M | ||
| Q2 25 | $62.0M | $17.0M | ||
| Q1 25 | $57.3M | $13.3M | ||
| Q4 24 | $45.5M | $10.2M | ||
| Q3 24 | $49.7M | $6.3M | ||
| Q2 24 | $53.0M | $10.1M | ||
| Q1 24 | $69.7M | $5.9M |
总债务NXDRRGS
| Q4 25 | — | $113.3M | ||
| Q3 25 | — | $111.3M | ||
| Q2 25 | — | $110.8M | ||
| Q1 25 | — | $112.0M | ||
| Q4 24 | — | $111.5M | ||
| Q3 24 | — | $95.2M | ||
| Q2 24 | — | $99.5M | ||
| Q1 24 | — | $179.7M |
股东权益NXDRRGS
| Q4 25 | $431.3M | $188.7M | ||
| Q3 25 | $429.7M | $187.6M | ||
| Q2 25 | $429.5M | $185.6M | ||
| Q1 25 | $436.1M | $68.6M | ||
| Q4 24 | $453.5M | $66.7M | ||
| Q3 24 | $456.0M | $56.4M | ||
| Q2 24 | $472.3M | $56.8M | ||
| Q1 24 | $541.4M | $-35.8M |
总资产NXDRRGS
| Q4 25 | $486.8M | $588.3M | ||
| Q3 25 | $488.9M | $592.1M | ||
| Q2 25 | $490.4M | $599.0M | ||
| Q1 25 | $495.0M | $511.2M | ||
| Q4 24 | $514.0M | $530.1M | ||
| Q3 24 | $517.7M | $508.9M | ||
| Q2 24 | $542.1M | $530.5M | ||
| Q1 24 | $633.1M | $543.7M |
负债/权益比NXDRRGS
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.59× | ||
| Q2 25 | — | 0.60× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 1.67× | ||
| Q3 24 | — | 1.69× | ||
| Q2 24 | — | 1.75× | ||
| 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 | $9.5M | $1.7M |
| 自由现金流经营现金流 - 资本支出 | $9.4M | $891.0K |
| 自由现金流率自由现金流/营收 | 13.5% | 1.6% |
| 资本支出强度资本支出/营收 | 0.1% | 1.4% |
| 现金转化率经营现金流/净利润 | — | 3.65× |
| 过去12个月自由现金流最近4个季度 | $5.9M | $14.9M |
8季度趋势，按日历期对齐
经营现金流NXDRRGS
| Q4 25 | $9.5M | $1.7M | ||
| Q3 25 | $-6.3M | $2.3M | ||
| Q2 25 | $2.9M | $6.8M | ||
| Q1 25 | $368.0K | $6.2M | ||
| Q4 24 | $11.8M | $2.1M | ||
| Q3 24 | $-13.0M | $-1.3M | ||
| Q2 24 | $-5.4M | $5.1M | ||
| Q1 24 | $-13.6M | $-277.0K |
自由现金流NXDRRGS
| Q4 25 | $9.4M | $891.0K | ||
| Q3 25 | $-6.5M | $1.9M | ||
| Q2 25 | $2.6M | $6.2M | ||
| Q1 25 | $340.0K | $5.9M | ||
| Q4 24 | $11.7M | $1.7M | ||
| Q3 24 | $-13.2M | $-1.4M | ||
| Q2 24 | $-5.5M | $5.1M | ||
| Q1 24 | $-13.6M | $-326.0K |
自由现金流率NXDRRGS
| Q4 25 | 13.5% | 1.6% | ||
| Q3 25 | -9.4% | 3.2% | ||
| Q2 25 | 4.1% | 10.3% | ||
| Q1 25 | 0.6% | 10.3% | ||
| Q4 24 | 17.9% | 3.6% | ||
| Q3 24 | -20.1% | -3.0% | ||
| Q2 24 | -8.6% | 10.3% | ||
| Q1 24 | -25.7% | -0.7% |
资本支出强度NXDRRGS
| Q4 25 | 0.1% | 1.4% | ||
| Q3 25 | 0.2% | 0.7% | ||
| Q2 25 | 0.5% | 0.9% | ||
| Q1 25 | 0.1% | 0.6% | ||
| Q4 24 | 0.1% | 0.9% | ||
| Q3 24 | 0.3% | 0.0% | ||
| Q2 24 | 0.2% | 0.0% | ||
| Q1 24 | 0.0% | 0.1% |
现金转化率NXDRRGS
| Q4 25 | — | 3.65× | ||
| Q3 25 | — | 1.68× | ||
| Q2 25 | — | 0.06× | ||
| Q1 25 | — | 24.80× | ||
| Q4 24 | — | 0.28× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.06× | ||
| 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
NXDR
| US | $67.1M | 97% |
| Non Us | $2.3M | 3% |
RGS
| Franchise Segment | $37.9M | 66% |
| Royalty | $13.6M | 24% |
| Other | $2.8M | 5% |
| Fees | $1.8M | 3% |
| Franchise Fees | $1.0M | 2% |
