vs
Offerpad Solutions Inc.（OPAD）与PDF SOLUTIONS INC（PDFS）财务数据对比。点击上方公司名可切换其他公司
Offerpad Solutions Inc.的季度营收约是PDF SOLUTIONS INC的1.8倍（$114.1M vs $62.4M），PDF SOLUTIONS INC同比增速更快（24.6% vs -34.5%），Offerpad Solutions Inc.自由现金流更多（$65.7M vs $7.5M），过去两年PDF SOLUTIONS INC的营收复合增速更高（22.9% vs -36.8%）
Offerpad Solutions Inc是美国知名房地产科技企业，专注于简化住宅房产交易流程，采用iBuyer模式直接向卖家收购房屋，完成翻新后挂牌出售，同时提供按揭、产权服务、灵活搬迁方案等配套服务，业务覆盖美国数十个州。
PDF Solutions Inc是一家总部位于美国加利福尼亚州圣克拉拉的跨国企业，主营软件业务与工程技术服务，目前在纳斯达克交易所挂牌上市，股票代码为PDFS。
OPAD vs PDFS — 直观对比
营收规模更大
OPAD
是对方的1.8倍
$62.4M
营收增速更快
PDFS
高出59.1%
-34.5%
自由现金流更多
OPAD
多$58.2M
$7.5M
两年增速更快
PDFS
近两年复合增速
-36.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $114.1M | $62.4M |
| 净利润 | — | $-48.0K |
| 毛利率 | 7.0% | 72.9% |
| 营业利润率 | — | 5.5% |
| 净利率 | — | -0.1% |
| 营收同比 | -34.5% | 24.6% |
| 净利润同比 | 49.1% | -108.9% |
| 每股收益（稀释后） | — | $0.00 |
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OPADPDFS
| Q4 25 | $114.1M | $62.4M | ||
| Q3 25 | $132.7M | $57.1M | ||
| Q2 25 | $160.3M | $51.7M | ||
| Q1 25 | $160.7M | $47.8M | ||
| Q4 24 | $174.3M | $50.1M | ||
| Q3 24 | $208.1M | $46.4M | ||
| Q2 24 | $251.1M | $41.7M | ||
| Q1 24 | $285.4M | $41.3M |
净利润OPADPDFS
| Q4 25 | — | $-48.0K | ||
| Q3 25 | $-11.6M | $1.3M | ||
| Q2 25 | $-10.9M | $1.1M | ||
| Q1 25 | $-15.1M | $-3.0M | ||
| Q4 24 | $-17.3M | $539.0K | ||
| Q3 24 | $-13.5M | $2.2M | ||
| Q2 24 | $-13.8M | $1.7M | ||
| Q1 24 | $-17.5M | $-393.0K |
毛利率OPADPDFS
| Q4 25 | 7.0% | 72.9% | ||
| Q3 25 | 7.0% | 72.3% | ||
| Q2 25 | 8.9% | 71.2% | ||
| Q1 25 | 6.5% | 72.9% | ||
| Q4 24 | 6.1% | 68.3% | ||
| Q3 24 | 8.2% | 73.1% | ||
| Q2 24 | 8.7% | 70.6% | ||
| Q1 24 | 7.9% | 67.3% |
营业利润率OPADPDFS
| Q4 25 | — | 5.5% | ||
| Q3 25 | -5.1% | 8.5% | ||
| Q2 25 | -4.9% | 2.2% | ||
| Q1 25 | -7.2% | -7.4% | ||
| Q4 24 | -7.8% | 1.0% | ||
| Q3 24 | -4.3% | 4.6% | ||
| Q2 24 | -3.9% | 0.6% | ||
| Q1 24 | -4.8% | -4.7% |
净利率OPADPDFS
| Q4 25 | — | -0.1% | ||
| Q3 25 | -8.7% | 2.3% | ||
| Q2 25 | -6.8% | 2.2% | ||
| Q1 25 | -9.4% | -6.3% | ||
| Q4 24 | -9.9% | 1.1% | ||
| Q3 24 | -6.5% | 4.8% | ||
| Q2 24 | -5.5% | 4.1% | ||
| Q1 24 | -6.1% | -1.0% |
每股收益（稀释后）OPADPDFS
| Q4 25 | — | $0.00 | ||
| Q3 25 | $-0.37 | $0.03 | ||
| Q2 25 | $-0.39 | $0.03 | ||
| Q1 25 | $-0.55 | $-0.08 | ||
| Q4 24 | $-0.64 | $0.01 | ||
| Q3 24 | $-0.49 | $0.06 | ||
| Q2 24 | $-0.50 | $0.04 | ||
| Q1 24 | $-0.64 | $-0.01 |
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 | $26.5M | $42.2M |
| 总债务越低越好 | — | $67.0M |
| 股东权益账面价值 | $38.2M | $271.0M |
| 总资产 | $154.8M | $418.7M |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资OPADPDFS
| Q4 25 | $26.5M | $42.2M | ||
| Q3 25 | $31.0M | $35.9M | ||
| Q2 25 | $22.6M | $40.4M | ||
| Q1 25 | $30.8M | $54.1M | ||
| Q4 24 | $43.0M | $114.9M | ||
| Q3 24 | $48.5M | $120.2M | ||
| Q2 24 | $56.9M | $117.9M | ||
| Q1 24 | $68.5M | $122.9M |
总债务OPADPDFS
| Q4 25 | — | $67.0M | ||
| Q3 25 | — | $67.6M | ||
| Q2 25 | — | $68.1M | ||
| Q1 25 | — | $68.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益OPADPDFS
| Q4 25 | $38.2M | $271.0M | ||
| Q3 25 | $39.9M | $264.4M | ||
| Q2 25 | $24.5M | $257.5M | ||
| Q1 25 | $34.2M | $249.0M | ||
| Q4 24 | $47.7M | $246.0M | ||
| Q3 24 | $64.7M | $240.5M | ||
| Q2 24 | $77.6M | $232.2M | ||
| Q1 24 | $88.1M | $225.4M |
总资产OPADPDFS
| Q4 25 | $154.8M | $418.7M | ||
| Q3 25 | $223.5M | $406.4M | ||
| Q2 25 | $268.0M | $391.1M | ||
| Q1 25 | $274.5M | $390.0M | ||
| Q4 24 | $313.1M | $315.3M | ||
| Q3 24 | $338.5M | $307.4M | ||
| Q2 24 | $406.6M | $298.0M | ||
| Q1 24 | $369.7M | $286.8M |
负债/权益比OPADPDFS
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.28× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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 | $66.8M | $17.3M |
| 自由现金流经营现金流 - 资本支出 | $65.7M | $7.5M |
| 自由现金流率自由现金流/营收 | 57.6% | 12.1% |
| 资本支出强度资本支出/营收 | 0.9% | 15.7% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-8.6M |
8季度趋势，按日历期对齐
经营现金流OPADPDFS
| Q4 25 | $66.8M | $17.3M | ||
| Q3 25 | $40.0M | $3.3M | ||
| Q2 25 | $-13.5M | $-5.2M | ||
| Q1 25 | $-10.2M | $8.6M | ||
| Q4 24 | $20.8M | $1.6M | ||
| Q3 24 | $39.6M | $9.3M | ||
| Q2 24 | $-54.4M | $684.0K | ||
| Q1 24 | $2.4M | $-1.9M |
自由现金流OPADPDFS
| Q4 25 | $65.7M | $7.5M | ||
| Q3 25 | — | $-2.9M | ||
| Q2 25 | $-13.6M | $-13.8M | ||
| Q1 25 | $-11.2M | $535.0K | ||
| Q4 24 | $15.4M | $-4.0M | ||
| Q3 24 | $38.7M | $5.1M | ||
| Q2 24 | $-54.4M | $-4.6M | ||
| Q1 24 | $2.0M | $-3.9M |
自由现金流率OPADPDFS
| Q4 25 | 57.6% | 12.1% | ||
| Q3 25 | — | -5.1% | ||
| Q2 25 | -8.5% | -26.6% | ||
| Q1 25 | -7.0% | 1.1% | ||
| Q4 24 | 8.9% | -8.0% | ||
| Q3 24 | 18.6% | 11.0% | ||
| Q2 24 | -21.7% | -11.1% | ||
| Q1 24 | 0.7% | -9.4% |
资本支出强度OPADPDFS
| Q4 25 | 0.9% | 15.7% | ||
| Q3 25 | 0.0% | 10.8% | ||
| Q2 25 | 0.1% | 16.5% | ||
| Q1 25 | 0.6% | 17.0% | ||
| Q4 24 | 3.1% | 11.3% | ||
| Q3 24 | 0.4% | 9.0% | ||
| Q2 24 | 0.0% | 12.8% | ||
| Q1 24 | 0.1% | 4.9% |
现金转化率OPADPDFS
| Q4 25 | — | — | ||
| Q3 25 | — | 2.54× | ||
| Q2 25 | — | -4.55× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.98× | ||
| Q3 24 | — | 4.20× | ||
| Q2 24 | — | 0.40× | ||
| 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
OPAD
暂无分部数据
PDFS
| Volumebased | $38.0M | 61% |
| Other | $24.4M | 39% |
