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Opendoor Technologies Inc.（OPEN）与Real Brokerage Inc（REAX）财务数据对比。点击上方公司名可切换其他公司
Opendoor Technologies Inc.的季度营收约是Real Brokerage Inc的1.3倍（$736.0M vs $568.5M）。Real Brokerage Inc净利率更高（-0.1% vs -148.9%，领先148.8%）。Real Brokerage Inc同比增速更快（52.6% vs -32.1%）。Opendoor Technologies Inc.自由现金流更多（$67.0M vs $8.4M）
Opendoor Technologies Inc.是一家主营住宅房地产买卖的线上企业，总部位于旧金山。平台可通过线上流程向房主提供房屋即时现金报价，收购房产后进行修缮再重新挂牌出售，同时还提供基于移动端应用的购房服务及配套融资方案，截至2021年11月业务覆盖美国44个区域市场。
该企业是美国房产服务企业，主营房产经纪业务运营与品牌特许经营，业务覆盖房产中介、 relocation服务、产权服务、保险及结算服务，旗下拥有Better Homes and Gardens Real Estate、21世纪不动产、Coldwell Banker、Corcoran Group、ERA房地产以及苏富比国际地产等多个知名品牌，2026年被Compass, Inc.收购。
OPEN vs REAX — 直观对比
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $736.0M | $568.5M |
| 净利润 | $-1.1B | $-447.0K |
| 毛利率 | 7.7% | 7.9% |
| 营业利润率 | -20.4% | -0.1% |
| 净利率 | -148.9% | -0.1% |
| 营收同比 | -32.1% | 52.6% |
| 净利润同比 | -869.9% | 82.7% |
| 每股收益（稀释后） | $-1.42 | $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
| Q4 25 | $736.0M | — | ||
| Q3 25 | $915.0M | $568.5M | ||
| Q2 25 | $1.6B | $540.7M | ||
| Q1 25 | $1.2B | $354.0M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.4B | $372.5M | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.2B | $200.7M |
| Q4 25 | $-1.1B | — | ||
| Q3 25 | $-90.0M | $-447.0K | ||
| Q2 25 | $-29.0M | $1.5M | ||
| Q1 25 | $-85.0M | $-5.0M | ||
| Q4 24 | $-113.0M | — | ||
| Q3 24 | $-78.0M | $-2.6M | ||
| Q2 24 | $-92.0M | — | ||
| Q1 24 | $-109.0M | $-16.1M |
| Q4 25 | 7.7% | — | ||
| Q3 25 | 7.2% | 7.9% | ||
| Q2 25 | 8.2% | 8.9% | ||
| Q1 25 | 8.6% | 9.6% | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 7.6% | 8.6% | ||
| Q2 24 | 8.5% | — | ||
| Q1 24 | 9.7% | 10.3% |
| Q4 25 | -20.4% | — | ||
| Q3 25 | -7.4% | -0.1% | ||
| Q2 25 | -0.8% | 0.3% | ||
| Q1 25 | -4.9% | -1.5% | ||
| Q4 24 | -8.7% | — | ||
| Q3 24 | -4.9% | -0.7% | ||
| Q2 24 | -4.8% | — | ||
| Q1 24 | -7.4% | -7.8% |
| Q4 25 | -148.9% | — | ||
| Q3 25 | -9.8% | -0.1% | ||
| Q2 25 | -1.9% | 0.3% | ||
| Q1 25 | -7.4% | -1.4% | ||
| Q4 24 | -10.4% | — | ||
| Q3 24 | -5.7% | -0.7% | ||
| Q2 24 | -6.1% | — | ||
| Q1 24 | -9.2% | -8.0% |
| Q4 25 | $-1.42 | — | ||
| Q3 25 | $-0.12 | $0.00 | ||
| Q2 25 | $-0.04 | $0.01 | ||
| Q1 25 | $-0.12 | $-0.02 | ||
| Q4 24 | $-0.16 | — | ||
| Q3 24 | $-0.11 | $-0.01 | ||
| Q2 24 | $-0.13 | — | ||
| Q1 24 | $-0.16 | $-0.09 |
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 | $962.0M | $38.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $53.6M |
| 总资产 | $2.4B | $145.2M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $962.0M | — | ||
| Q3 25 | $962.0M | $38.7M | ||
| Q2 25 | $789.0M | $49.7M | ||
| Q1 25 | $559.0M | $24.7M | ||
| Q4 24 | $679.0M | — | ||
| Q3 24 | $837.0M | $22.6M | ||
| Q2 24 | $809.0M | — | ||
| Q1 24 | $990.0M | $20.1M |
| Q4 25 | $1.0B | — | ||
| Q3 25 | $811.0M | $53.6M | ||
| Q2 25 | $631.0M | $49.2M | ||
| Q1 25 | $645.0M | $32.8M | ||
| Q4 24 | $713.0M | — | ||
| Q3 24 | $801.0M | $29.8M | ||
| Q2 24 | $845.0M | — | ||
| Q1 24 | $899.0M | $25.6M |
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.7B | $145.2M | ||
| Q2 25 | $2.9B | $149.4M | ||
| Q1 25 | $3.3B | $100.5M | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.4B | $102.5M | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.4B | — |
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 | $70.0M | $8.8M |
| 自由现金流经营现金流 - 资本支出 | $67.0M | $8.4M |
| 自由现金流率自由现金流/营收 | 9.1% | 1.5% |
| 资本支出强度资本支出/营收 | 0.4% | 0.1% |
| 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 | $1.0B | $71.7M |
8季度趋势，按日历期对齐
| Q4 25 | $70.0M | — | ||
| Q3 25 | $435.0M | $8.8M | ||
| Q2 25 | $823.0M | $41.0M | ||
| Q1 25 | $-279.0M | $15.9M | ||
| Q4 24 | $-80.0M | — | ||
| Q3 24 | $62.0M | $7.2M | ||
| Q2 24 | $-399.0M | — | ||
| Q1 24 | $-178.0M | $21.5M |
| Q4 25 | $67.0M | — | ||
| Q3 25 | $432.0M | $8.4M | ||
| Q2 25 | $821.0M | $40.8M | ||
| Q1 25 | $-283.0M | $15.7M | ||
| Q4 24 | $-83.0M | — | ||
| Q3 24 | $56.0M | $6.8M | ||
| Q2 24 | $-407.0M | — | ||
| Q1 24 | $-186.0M | $21.4M |
| Q4 25 | 9.1% | — | ||
| Q3 25 | 47.2% | 1.5% | ||
| Q2 25 | 52.4% | 7.5% | ||
| Q1 25 | -24.5% | 4.4% | ||
| Q4 24 | -7.7% | — | ||
| Q3 24 | 4.1% | 1.8% | ||
| Q2 24 | -26.9% | — | ||
| Q1 24 | -15.7% | 10.7% |
| Q4 25 | 0.4% | — | ||
| Q3 25 | 0.3% | 0.1% | ||
| Q2 25 | 0.1% | 0.0% | ||
| Q1 25 | 0.3% | 0.1% | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.4% | 0.1% | ||
| Q2 24 | 0.5% | — | ||
| Q1 24 | 0.7% | 0.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 27.13× | ||
| 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
