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OOMA INC(OOMA)与万物新生(RERE)财务数据对比。点击上方公司名可切换其他公司
OOMA INC的季度营收约是万物新生的1.6倍($67.6M vs $43.2M),万物新生净利率更高(16.9% vs 2.1%,领先14.8%)
Ooma Inc是一家总部位于美国加利福尼亚州硅谷的上市电信企业,面向家庭、企业以及移动用户提供包含VoIP网络电话在内的各类通讯服务,在电信服务领域拥有成熟的业务布局。
万物新生集团(ATRenew Inc.)是中国领先的二手消费电子产品交易与服务平台运营商,核心业务覆盖数码产品回收、质检、翻新及售卖,运营有爱回收等知名品牌,服务覆盖个人消费者及企业客户,市场遍及国内及部分东南亚地区。
OOMA vs RERE — 直观对比
营收规模更大
OOMA
是对方的1.6倍
$43.2M
净利率更高
RERE
高出14.8%
2.1%
损益表 — Q3 FY2026 vs Q1 FY2023
| 指标 | ||
|---|---|---|
| 营收 | $67.6M | $43.2M |
| 净利润 | $1.4M | $7.3M |
| 毛利率 | 60.2% | — |
| 营业利润率 | 1.9% | — |
| 净利率 | 2.1% | 16.9% |
| 营收同比 | 3.8% | — |
| 净利润同比 | 158.9% | — |
| 每股收益(稀释后) | $0.05 | — |
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
OOMA
RERE
| Q4 25 | $67.6M | — | ||
| Q3 25 | $66.4M | — | ||
| Q2 25 | $65.0M | — | ||
| Q1 25 | $65.1M | — | ||
| Q4 24 | $65.1M | — | ||
| Q3 24 | $64.1M | — | ||
| Q2 24 | $62.5M | — | ||
| Q1 24 | $61.7M | — |
净利润
OOMA
RERE
| Q4 25 | $1.4M | — | ||
| Q3 25 | $1.3M | — | ||
| Q2 25 | $-141.0K | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $-2.4M | — | ||
| Q3 24 | $-2.1M | — | ||
| Q2 24 | $-2.1M | — | ||
| Q1 24 | — | — |
毛利率
OOMA
RERE
| Q4 25 | 60.2% | — | ||
| Q3 25 | 60.6% | — | ||
| Q2 25 | 61.8% | — | ||
| Q1 25 | 61.3% | — | ||
| Q4 24 | 60.3% | — | ||
| Q3 24 | 60.3% | — | ||
| Q2 24 | 61.0% | — | ||
| Q1 24 | 61.2% | — |
营业利润率
OOMA
RERE
| Q4 25 | 1.9% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | -0.1% | — | ||
| Q1 25 | -0.5% | — | ||
| Q4 24 | -3.5% | — | ||
| Q3 24 | -2.5% | — | ||
| Q2 24 | -4.4% | — | ||
| Q1 24 | -3.9% | — |
净利率
OOMA
RERE
| Q4 25 | 2.1% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | -0.2% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -3.6% | — | ||
| Q3 24 | -3.3% | — | ||
| Q2 24 | -3.4% | — | ||
| Q1 24 | — | — |
每股收益(稀释后)
OOMA
RERE
| Q4 25 | $0.05 | — | ||
| Q3 25 | $0.04 | — | ||
| Q2 25 | $-0.01 | — | ||
| Q1 25 | $-0.01 | — | ||
| Q4 24 | $-0.09 | — | ||
| Q3 24 | $-0.08 | — | ||
| Q2 24 | $-0.08 | — | ||
| Q1 24 | $-0.12 | — |
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 | $21.7M | $228.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $90.0M | $557.1M |
| 总资产 | $152.7M | $722.9M |
| 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
OOMA
RERE
| Q4 25 | $21.7M | — | ||
| Q3 25 | $19.6M | — | ||
| Q2 25 | $19.0M | — | ||
| Q1 25 | $17.9M | — | ||
| Q4 24 | $17.1M | — | ||
| Q3 24 | $16.6M | — | ||
| Q2 24 | $15.6M | — | ||
| Q1 24 | $17.5M | — |
总债务
OOMA
RERE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $3.0M | — | ||
| Q3 24 | $8.5M | — | ||
| Q2 24 | $11.5M | — | ||
| Q1 24 | $16.0M | — |
股东权益
OOMA
RERE
| Q4 25 | $90.0M | — | ||
| Q3 25 | $88.1M | — | ||
| Q2 25 | $87.7M | — | ||
| Q1 25 | $85.3M | — | ||
| Q4 24 | $83.5M | — | ||
| Q3 24 | $81.8M | — | ||
| Q2 24 | $81.0M | — | ||
| Q1 24 | $78.1M | — |
总资产
OOMA
RERE
| Q4 25 | $152.7M | — | ||
| Q3 25 | $150.1M | — | ||
| Q2 25 | $148.8M | — | ||
| Q1 25 | $149.2M | — | ||
| Q4 24 | $149.6M | — | ||
| Q3 24 | $151.5M | — | ||
| Q2 24 | $155.2M | — | ||
| Q1 24 | $159.3M | — |
负债/权益比
OOMA
RERE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.04× | — | ||
| Q3 24 | 0.10× | — | ||
| Q2 24 | 0.14× | — | ||
| Q1 24 | 0.20× | — |
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 | $6.9M | — |
| 自由现金流经营现金流 - 资本支出 | $5.4M | — |
| 自由现金流率自由现金流/营收 | 8.1% | — |
| 资本支出强度资本支出/营收 | 2.2% | — |
| 现金转化率经营现金流/净利润 | 4.97× | — |
| 过去12个月自由现金流最近4个季度 | $19.1M | — |
8季度趋势,按日历期对齐
经营现金流
OOMA
RERE
| Q4 25 | $6.9M | — | ||
| Q3 25 | $6.4M | — | ||
| Q2 25 | $3.7M | — | ||
| Q1 25 | $7.8M | — | ||
| Q4 24 | $8.1M | — | ||
| Q3 24 | $7.1M | — | ||
| Q2 24 | $3.6M | — | ||
| Q1 24 | $5.5M | — |
自由现金流
OOMA
RERE
| Q4 25 | $5.4M | — | ||
| Q3 25 | $5.0M | — | ||
| Q2 25 | $2.5M | — | ||
| Q1 25 | $6.1M | — | ||
| Q4 24 | $6.5M | — | ||
| Q3 24 | $5.3M | — | ||
| Q2 24 | $2.1M | — | ||
| Q1 24 | $4.2M | — |
自由现金流率
OOMA
RERE
| Q4 25 | 8.1% | — | ||
| Q3 25 | 7.6% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 9.4% | — | ||
| Q4 24 | 10.0% | — | ||
| Q3 24 | 8.3% | — | ||
| Q2 24 | 3.4% | — | ||
| Q1 24 | 6.9% | — |
资本支出强度
OOMA
RERE
| Q4 25 | 2.2% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 1.9% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 2.3% | — | ||
| Q1 24 | 2.1% | — |
现金转化率
OOMA
RERE
| Q4 25 | 4.97× | — | ||
| Q3 25 | 5.07× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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
OOMA
| Subscription And Services Revenue | $62.0M | 92% |
| Product And Other Revenue | $5.7M | 8% |
RERE
暂无分部数据