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Oscar Health, Inc.（OSCR）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
Oscar Health, Inc.的季度营收约是罗布乐思的2.0倍（$2.8B vs $1.4B），罗布乐思净利率更高（-22.3% vs -3933.2%，领先3910.9%），罗布乐思同比增速更快（43.2% vs 17.3%），Oscar Health, Inc.自由现金流更多（$1.1B vs $308.6M），过去两年罗布乐思的营收复合增速更高（32.9% vs 14.4%）
奥斯卡健康（Oscar Health, Inc.）是美国营利性健康保险公司，2012年由约书亚·库什纳、凯文·纳泽米与马里奥·施洛瑟联合创立，总部设于纽约市。公司深耕健康保险领域，依托远程医疗、医疗专属技术界面及透明的理赔定价体系，帮助患者更便捷地享受医疗相关服务。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
OSCR vs RBLX — 直观对比
营收规模更大
OSCR
是对方的2.0倍
$1.4B
营收增速更快
RBLX
高出25.9%
17.3%
净利率更高
RBLX
高出3910.9%
-3933.2%
自由现金流更多
OSCR
多$749.9M
$308.6M
两年增速更快
RBLX
近两年复合增速
14.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $1.4B |
| 净利润 | $-352.6M | $-316.0M |
| 毛利率 | — | 77.7% |
| 营业利润率 | -3722.8% | -25.3% |
| 净利率 | -3933.2% | -22.3% |
| 营收同比 | 17.3% | 43.2% |
| 净利润同比 | -129.6% | -43.9% |
| 每股收益（稀释后） | $-1.19 | $-0.44 |
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OSCRRBLX
| Q4 25 | $2.8B | $1.4B | ||
| Q3 25 | $3.0B | $1.4B | ||
| Q2 25 | $2.9B | $1.1B | ||
| Q1 25 | $3.0B | $1.0B | ||
| Q4 24 | $2.4B | $988.2M | ||
| Q3 24 | $2.4B | $919.0M | ||
| Q2 24 | $2.2B | $893.5M | ||
| Q1 24 | $2.1B | $801.3M |
净利润OSCRRBLX
| Q4 25 | $-352.6M | $-316.0M | ||
| Q3 25 | $-137.4M | $-255.6M | ||
| Q2 25 | $-228.4M | $-278.4M | ||
| Q1 25 | $275.3M | $-215.1M | ||
| Q4 24 | $-153.5M | $-219.6M | ||
| Q3 24 | $-54.6M | $-239.3M | ||
| Q2 24 | $56.2M | $-205.9M | ||
| Q1 24 | $177.4M | $-270.6M |
毛利率OSCRRBLX
| Q4 25 | — | 77.7% | ||
| Q3 25 | — | 78.2% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 78.3% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% | ||
| Q1 24 | — | 77.7% |
营业利润率OSCRRBLX
| Q4 25 | -3722.8% | -25.3% | ||
| Q3 25 | -4.3% | -21.8% | ||
| Q2 25 | -8.0% | -29.8% | ||
| Q1 25 | 9.8% | -24.6% | ||
| Q4 24 | -3070.1% | -24.7% | ||
| Q3 24 | -2.0% | -30.4% | ||
| Q2 24 | 3.1% | -26.6% | ||
| Q1 24 | 8.7% | -37.7% |
净利率OSCRRBLX
| Q4 25 | -3933.2% | -22.3% | ||
| Q3 25 | -4.6% | -18.8% | ||
| Q2 25 | -8.0% | -25.8% | ||
| Q1 25 | 9.0% | -20.8% | ||
| Q4 24 | -3190.9% | -22.2% | ||
| Q3 24 | -2.3% | -26.0% | ||
| Q2 24 | 2.5% | -23.0% | ||
| Q1 24 | 8.3% | -33.8% |
每股收益（稀释后）OSCRRBLX
| Q4 25 | $-1.19 | $-0.44 | ||
| Q3 25 | $-0.53 | $-0.37 | ||
| Q2 25 | $-0.89 | $-0.41 | ||
| Q1 25 | $0.92 | $-0.32 | ||
| Q4 24 | $-0.50 | $-0.32 | ||
| Q3 24 | $-0.22 | $-0.37 | ||
| Q2 24 | $0.20 | $-0.32 | ||
| Q1 24 | $0.62 | $-0.43 |
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 | $2.8B | $3.1B |
| 总债务越低越好 | $430.1M | $1.2B |
| 股东权益账面价值 | $977.6M | $394.5M |
| 总资产 | $6.3B | $9.6B |
| 负债/权益比越低杠杆越低 | 0.44× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资OSCRRBLX
| Q4 25 | $2.8B | $3.1B | ||
| Q3 25 | $2.1B | $2.9B | ||
| Q2 25 | $2.6B | $2.6B | ||
| Q1 25 | $2.2B | $2.7B | ||
| Q4 24 | $2.2B | $2.4B | ||
| Q3 24 | $1.2B | $2.3B | ||
| Q2 24 | $2.3B | $2.4B | ||
| Q1 24 | $2.2B | $2.4B |
总债务OSCRRBLX
| Q4 25 | $430.1M | $1.2B | ||
| Q3 25 | $686.3M | — | ||
| Q2 25 | $299.9M | — | ||
| Q1 25 | $299.7M | — | ||
| Q4 24 | $299.6M | $1.2B | ||
| Q3 24 | $299.4M | — | ||
| Q2 24 | $299.2M | — | ||
| Q1 24 | $299.0M | — |
股东权益OSCRRBLX
| Q4 25 | $977.6M | $394.5M | ||
| Q3 25 | $1.0B | $407.6M | ||
| Q2 25 | $1.2B | $353.2M | ||
| Q1 25 | $1.3B | $310.7M | ||
| Q4 24 | $1.0B | $221.4M | ||
| Q3 24 | $1.2B | $189.9M | ||
| Q2 24 | $1.1B | $121.5M | ||
| Q1 24 | $1.0B | $71.6M |
总资产OSCRRBLX
| Q4 25 | $6.3B | $9.6B | ||
| Q3 25 | $5.7B | $8.6B | ||
| Q2 25 | $6.4B | $7.8B | ||
| Q1 25 | $5.8B | $7.5B | ||
| Q4 24 | $4.8B | $7.2B | ||
| Q3 24 | $4.5B | $6.7B | ||
| Q2 24 | $5.0B | $6.5B | ||
| Q1 24 | $4.4B | $6.3B |
负债/权益比OSCRRBLX
| Q4 25 | 0.44× | 2.98× | ||
| Q3 25 | 0.67× | — | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 0.30× | 5.48× | ||
| Q3 24 | 0.26× | — | ||
| Q2 24 | 0.26× | — | ||
| Q1 24 | 0.29× | — |
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 | $1.1B | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $1.1B | $308.6M |
| 自由现金流率自由现金流/营收 | 37.7% | 21.8% |
| 资本支出强度资本支出/营收 | 1.3% | 21.1% |
| 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 | $1.5B | $1.4B |
8季度趋势，按日历期对齐
经营现金流OSCRRBLX
| Q4 25 | $1.1B | $607.0M | ||
| Q3 25 | $-964.7M | $546.2M | ||
| Q2 25 | $509.1M | $199.3M | ||
| Q1 25 | $878.5M | $443.9M | ||
| Q4 24 | $978.2M | $184.5M | ||
| Q3 24 | $-500.1M | $247.4M | ||
| Q2 24 | $497.2M | $151.4M | ||
| Q1 24 | $634.4M | $238.9M |
自由现金流OSCRRBLX
| Q4 25 | $1.1B | $308.6M | ||
| Q3 25 | $-973.7M | $443.6M | ||
| Q2 25 | $499.8M | $176.7M | ||
| Q1 25 | $869.5M | $426.5M | ||
| Q4 24 | $950.3M | $120.6M | ||
| Q3 24 | $-507.7M | $218.0M | ||
| Q2 24 | $489.6M | $111.7M | ||
| Q1 24 | $628.4M | $192.3M |
自由现金流率OSCRRBLX
| Q4 25 | 37.7% | 21.8% | ||
| Q3 25 | -32.6% | 32.6% | ||
| Q2 25 | 17.5% | 16.3% | ||
| Q1 25 | 28.5% | 41.2% | ||
| Q4 24 | 39.7% | 12.2% | ||
| Q3 24 | -20.9% | 23.7% | ||
| Q2 24 | 22.1% | 12.5% | ||
| Q1 24 | 29.3% | 24.0% |
资本支出强度OSCRRBLX
| Q4 25 | 1.3% | 21.1% | ||
| Q3 25 | 0.3% | 7.5% | ||
| Q2 25 | 0.3% | 2.1% | ||
| Q1 25 | 0.3% | 1.7% | ||
| Q4 24 | 1.2% | 6.5% | ||
| Q3 24 | 0.3% | 3.2% | ||
| Q2 24 | 0.3% | 4.4% | ||
| Q1 24 | 0.3% | 5.8% |
现金转化率OSCRRBLX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.19× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 8.85× | — | ||
| Q1 24 | 3.58× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
