vs
OneSpan Inc.（OSPN）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
OneSpan Inc.的季度营收约是万物新生的1.5倍（$65.9M vs $43.2M），OneSpan Inc.净利率更高（17.5% vs 16.9%，领先0.6%）
OneSpan Inc.是一家总部位于美国马萨诸塞州波士顿的信息安全企业，核心业务涵盖网络欺诈防御平台搭建、多因素身份验证工具提供以及电子签名软件开发，为各类机构提供专业的数字安全与身份合规管理解决方案。
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。
OSPN vs RERE — 直观对比
营收规模更大
OSPN
是对方的1.5倍
$43.2M
净利率更高
OSPN
高出0.6%
16.9%
损益表 — Q1 FY2026 vs Q1 FY2023
| 指标 | | |
|---|---|---|
| 营收 | $65.9M | $43.2M |
| 净利润 | $11.6M | $7.3M |
| 毛利率 | 73.6% | — |
| 营业利润率 | 22.5% | — |
| 净利率 | 17.5% | 16.9% |
| 营收同比 | 4.1% | — |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.39 | — |
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OSPNRERE
| Q1 26 | $65.9M | — | ||
| Q4 25 | $62.9M | — | ||
| Q3 25 | $57.1M | — | ||
| Q2 25 | $59.8M | — | ||
| Q1 25 | $63.4M | — | ||
| Q4 24 | $61.2M | — | ||
| Q3 24 | $56.2M | — | ||
| Q2 24 | $60.9M | — |
净利润OSPNRERE
| Q1 26 | $11.6M | — | ||
| Q4 25 | $43.5M | — | ||
| Q3 25 | $6.5M | — | ||
| Q2 25 | $8.3M | — | ||
| Q1 25 | $14.5M | — | ||
| Q4 24 | $28.8M | — | ||
| Q3 24 | $8.3M | — | ||
| Q2 24 | $6.6M | — |
毛利率OSPNRERE
| Q1 26 | 73.6% | — | ||
| Q4 25 | 73.6% | — | ||
| Q3 25 | 73.6% | — | ||
| Q2 25 | 73.5% | — | ||
| Q1 25 | 74.3% | — | ||
| Q4 24 | 74.0% | — | ||
| Q3 24 | 73.9% | — | ||
| Q2 24 | 66.2% | — |
营业利润率OSPNRERE
| Q1 26 | 22.5% | — | ||
| Q4 25 | 19.9% | — | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 17.6% | — | ||
| Q1 25 | 27.1% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 20.0% | — | ||
| Q2 24 | 12.5% | — |
净利率OSPNRERE
| Q1 26 | 17.5% | — | ||
| Q4 25 | 69.2% | — | ||
| Q3 25 | 11.4% | — | ||
| Q2 25 | 13.9% | — | ||
| Q1 25 | 22.9% | — | ||
| Q4 24 | 47.1% | — | ||
| Q3 24 | 14.7% | — | ||
| Q2 24 | 10.8% | — |
每股收益（稀释后）OSPNRERE
| Q1 26 | $0.39 | — | ||
| Q4 25 | $1.13 | — | ||
| Q3 25 | $0.17 | — | ||
| Q2 25 | $0.21 | — | ||
| Q1 25 | $0.37 | — | ||
| Q4 24 | $0.73 | — | ||
| Q3 24 | $0.21 | — | ||
| Q2 24 | $0.17 | — |
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 | $49.8M | $228.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $272.0M | $557.1M |
| 总资产 | $383.1M | $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OSPNRERE
| Q1 26 | $49.8M | — | ||
| Q4 25 | $70.5M | — | ||
| Q3 25 | $85.6M | — | ||
| Q2 25 | $92.9M | — | ||
| Q1 25 | $105.2M | — | ||
| Q4 24 | $83.2M | — | ||
| Q3 24 | $77.5M | — | ||
| Q2 24 | $63.8M | — |
股东权益OSPNRERE
| Q1 26 | $272.0M | — | ||
| Q4 25 | $271.8M | — | ||
| Q3 25 | $238.3M | — | ||
| Q2 25 | $242.5M | — | ||
| Q1 25 | $231.1M | — | ||
| Q4 24 | $212.5M | — | ||
| Q3 24 | $194.6M | — | ||
| Q2 24 | $178.6M | — |
总资产OSPNRERE
| Q1 26 | $383.1M | — | ||
| Q4 25 | $397.7M | — | ||
| Q3 25 | $343.5M | — | ||
| Q2 25 | $357.1M | — | ||
| Q1 25 | $333.8M | — | ||
| Q4 24 | $338.7M | — | ||
| Q3 24 | $289.3M | — | ||
| Q2 24 | $286.9M | — |
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 | $28.2M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.44× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流OSPNRERE
| Q1 26 | $28.2M | — | ||
| Q4 25 | $12.6M | — | ||
| Q3 25 | $11.3M | — | ||
| Q2 25 | $6.2M | — | ||
| Q1 25 | $29.4M | — | ||
| Q4 24 | $12.4M | — | ||
| Q3 24 | $14.0M | — | ||
| Q2 24 | $2.3M | — |
自由现金流OSPNRERE
| Q1 26 | — | — | ||
| Q4 25 | $9.6M | — | ||
| Q3 25 | $8.8M | — | ||
| Q2 25 | $4.4M | — | ||
| Q1 25 | $27.7M | — | ||
| Q4 24 | $10.5M | — | ||
| Q3 24 | $12.0M | — | ||
| Q2 24 | $26.0K | — |
自由现金流率OSPNRERE
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | — | ||
| Q3 25 | 15.4% | — | ||
| Q2 25 | 7.3% | — | ||
| Q1 25 | 43.8% | — | ||
| Q4 24 | 17.1% | — | ||
| Q3 24 | 21.4% | — | ||
| Q2 24 | 0.0% | — |
资本支出强度OSPNRERE
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | — | ||
| Q3 25 | 4.4% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 3.5% | — | ||
| Q2 24 | 3.7% | — |
现金转化率OSPNRERE
| Q1 26 | 2.44× | — | ||
| Q4 25 | 0.29× | — | ||
| Q3 25 | 1.74× | — | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 2.02× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.69× | — | ||
| Q2 24 | 0.35× | — |
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
OSPN
| Product and license | $35.5M | 54% |
| Services and other | $30.4M | 46% |
RERE
暂无分部数据
