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Opendoor Technologies Inc.（OPEN）与BOSTON BEER CO INC（SAM）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BOSTON BEER CO INC的1.9倍（$736.0M vs $385.7M），BOSTON BEER CO INC净利率更高（-5.8% vs -148.9%，领先143.1%），BOSTON BEER CO INC同比增速更快（-4.1% vs -32.1%），Opendoor Technologies Inc.自由现金流更多（$67.0M vs $22.1M），过去两年BOSTON BEER CO INC的营收复合增速更高（-4.9% vs -21.1%）
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。
波士顿啤酒公司是美国知名酿酒企业，1984年由吉姆·科赫与朗达·卡尔曼联合创立。旗下首款产品以美国开国元勋、独立运动先驱塞缪尔·亚当斯命名，后续陆续推出多个自有品牌，2019年正式完成与角鲨头酿酒厂的合并，是北美精酿啤酒行业的核心参与者之一。
OPEN vs SAM — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $736.0M | $385.7M |
| 净利润 | $-1.1B | $-22.5M |
| 毛利率 | 7.7% | 43.5% |
| 营业利润率 | -20.4% | -8.6% |
| 净利率 | -148.9% | -5.8% |
| 营收同比 | -32.1% | -4.1% |
| 净利润同比 | -869.9% | 41.9% |
| 每股收益（稀释后） | $-1.42 | $-1.97 |
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 | $385.7M | ||
| Q3 25 | $915.0M | $537.5M | ||
| Q2 25 | $1.6B | $587.9M | ||
| Q1 25 | $1.2B | $453.9M | ||
| Q4 24 | $1.1B | $402.3M | ||
| Q3 24 | $1.4B | $605.5M | ||
| Q2 24 | $1.5B | $579.1M | ||
| Q1 24 | $1.2B | $426.1M |
| Q4 25 | $-1.1B | $-22.5M | ||
| Q3 25 | $-90.0M | $46.2M | ||
| Q2 25 | $-29.0M | $60.4M | ||
| Q1 25 | $-85.0M | $24.4M | ||
| Q4 24 | $-113.0M | $-38.8M | ||
| Q3 24 | $-78.0M | $33.5M | ||
| Q2 24 | $-92.0M | $52.3M | ||
| Q1 24 | $-109.0M | $12.6M |
| Q4 25 | 7.7% | 43.5% | ||
| Q3 25 | 7.2% | 50.8% | ||
| Q2 25 | 8.2% | 49.8% | ||
| Q1 25 | 8.6% | 48.3% | ||
| Q4 24 | 7.8% | 39.9% | ||
| Q3 24 | 7.6% | 46.3% | ||
| Q2 24 | 8.5% | 46.0% | ||
| Q1 24 | 9.7% | 43.7% |
| Q4 25 | -20.4% | -8.6% | ||
| Q3 25 | -7.4% | 11.5% | ||
| Q2 25 | -0.8% | 14.0% | ||
| Q1 25 | -4.9% | 7.4% | ||
| Q4 24 | -8.7% | -13.9% | ||
| Q3 24 | -4.9% | 7.6% | ||
| Q2 24 | -4.8% | 12.2% | ||
| Q1 24 | -7.4% | 3.6% |
| Q4 25 | -148.9% | -5.8% | ||
| Q3 25 | -9.8% | 8.6% | ||
| Q2 25 | -1.9% | 10.3% | ||
| Q1 25 | -7.4% | 5.4% | ||
| Q4 24 | -10.4% | -9.6% | ||
| Q3 24 | -5.7% | 5.5% | ||
| Q2 24 | -6.1% | 9.0% | ||
| Q1 24 | -9.2% | 3.0% |
| Q4 25 | $-1.42 | $-1.97 | ||
| Q3 25 | $-0.12 | $4.25 | ||
| Q2 25 | $-0.04 | $5.45 | ||
| Q1 25 | $-0.12 | $2.16 | ||
| Q4 24 | $-0.16 | $-3.23 | ||
| Q3 24 | $-0.11 | $2.86 | ||
| Q2 24 | $-0.13 | $4.39 | ||
| Q1 24 | $-0.16 | $1.04 |
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 | $223.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $846.3M |
| 总资产 | $2.4B | $1.2B |
| 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 | $223.4M | ||
| Q3 25 | $962.0M | $250.5M | ||
| Q2 25 | $789.0M | $212.4M | ||
| Q1 25 | $559.0M | $152.5M | ||
| Q4 24 | $679.0M | $211.8M | ||
| Q3 24 | $837.0M | $255.6M | ||
| Q2 24 | $809.0M | $219.3M | ||
| Q1 24 | $990.0M | $205.4M |
| Q4 25 | $1.0B | $846.3M | ||
| Q3 25 | $811.0M | $911.0M | ||
| Q2 25 | $631.0M | $912.3M | ||
| Q1 25 | $645.0M | $897.0M | ||
| Q4 24 | $713.0M | $916.2M | ||
| Q3 24 | $801.0M | $1.0B | ||
| Q2 24 | $845.0M | $1.0B | ||
| Q1 24 | $899.0M | $1.0B |
| Q4 25 | $2.4B | $1.2B | ||
| Q3 25 | $2.7B | $1.2B | ||
| Q2 25 | $2.9B | $1.3B | ||
| Q1 25 | $3.3B | $1.2B | ||
| Q4 24 | $3.1B | $1.3B | ||
| Q3 24 | $3.4B | $1.4B | ||
| Q2 24 | $3.4B | $1.4B | ||
| Q1 24 | $3.4B | $1.4B |
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 | $39.9M |
| 自由现金流经营现金流 - 资本支出 | $67.0M | $22.1M |
| 自由现金流率自由现金流/营收 | 9.1% | 5.7% |
| 资本支出强度资本支出/营收 | 0.4% | 4.6% |
| 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 | $215.6M |
8季度趋势，按日历期对齐
| Q4 25 | $70.0M | $39.9M | ||
| Q3 25 | $435.0M | $101.8M | ||
| Q2 25 | $823.0M | $126.5M | ||
| Q1 25 | $-279.0M | $1.9M | ||
| Q4 24 | $-80.0M | $41.9M | ||
| Q3 24 | $62.0M | $115.9M | ||
| Q2 24 | $-399.0M | $96.0M | ||
| Q1 24 | $-178.0M | $-4.9M |
| Q4 25 | $67.0M | $22.1M | ||
| Q3 25 | $432.0M | $89.2M | ||
| Q2 25 | $821.0M | $112.2M | ||
| Q1 25 | $-283.0M | $-8.0M | ||
| Q4 24 | $-83.0M | $18.4M | ||
| Q3 24 | $56.0M | $99.2M | ||
| Q2 24 | $-407.0M | $75.6M | ||
| Q1 24 | $-186.0M | $-20.6M |
| Q4 25 | 9.1% | 5.7% | ||
| Q3 25 | 47.2% | 16.6% | ||
| Q2 25 | 52.4% | 19.1% | ||
| Q1 25 | -24.5% | -1.8% | ||
| Q4 24 | -7.7% | 4.6% | ||
| Q3 24 | 4.1% | 16.4% | ||
| Q2 24 | -26.9% | 13.1% | ||
| Q1 24 | -15.7% | -4.8% |
| Q4 25 | 0.4% | 4.6% | ||
| Q3 25 | 0.3% | 2.3% | ||
| Q2 25 | 0.1% | 2.4% | ||
| Q1 25 | 0.3% | 2.2% | ||
| Q4 24 | 0.3% | 5.8% | ||
| Q3 24 | 0.4% | 2.8% | ||
| Q2 24 | 0.5% | 3.5% | ||
| Q1 24 | 0.7% | 3.7% |
| Q4 25 | — | — | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | — | 2.09× | ||
| Q1 25 | — | 0.08× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.46× | ||
| Q2 24 | — | 1.83× | ||
| Q1 24 | — | -0.39× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
