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派安盈（PAYO）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是派安盈的1.5倍（$324.4M vs $217.0M），派安盈净利率更高（8.8% vs 5.7%，领先3.0%），Revolve Group, Inc.同比增速更快（10.4% vs 9.5%），派安盈自由现金流更多（$40.3M vs $-13.3M），过去两年派安盈的营收复合增速更高（16.3% vs 9.5%）
派安盈（Payoneer）是一家美国金融服务企业，主要为全球用户提供在线跨境汇款、数字支付解决方案及营运资金支持，助力中小企业、跨境电商及自由职业者高效处理全球收付款业务，降低跨境资金流转成本。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
PAYO vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.5倍
$217.0M
营收增速更快
RVLV
高出1.0%
9.5%
净利率更高
PAYO
高出3.0%
5.7%
自由现金流更多
PAYO
多$53.6M
$-13.3M
两年增速更快
PAYO
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $217.0M | $324.4M |
| 净利润 | $19.0M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 13.3% | 6.3% |
| 净利率 | 8.8% | 5.7% |
| 营收同比 | 9.5% | 10.4% |
| 净利润同比 | 4.5% | 50.4% |
| 每股收益（稀释后） | $0.05 | $0.27 |
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PAYORVLV
| Q4 25 | $217.0M | $324.4M | ||
| Q3 25 | $209.7M | $295.6M | ||
| Q2 25 | $200.5M | $309.0M | ||
| Q1 25 | $186.3M | $296.7M | ||
| Q4 24 | $198.2M | $293.7M | ||
| Q3 24 | $180.4M | $283.1M | ||
| Q2 24 | $171.2M | $282.5M | ||
| Q1 24 | $160.5M | $270.6M |
净利润PAYORVLV
| Q4 25 | $19.0M | $18.6M | ||
| Q3 25 | $14.1M | $21.2M | ||
| Q2 25 | $19.5M | $10.2M | ||
| Q1 25 | $20.6M | $11.8M | ||
| Q4 24 | $18.2M | $12.3M | ||
| Q3 24 | $41.6M | $11.0M | ||
| Q2 24 | $32.4M | $15.4M | ||
| Q1 24 | $29.0M | $10.9M |
毛利率PAYORVLV
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
营业利润率PAYORVLV
| Q4 25 | 13.3% | 6.3% | ||
| Q3 25 | 17.3% | 7.1% | ||
| Q2 25 | 15.0% | 5.8% | ||
| Q1 25 | 15.7% | 5.0% | ||
| Q4 24 | 14.7% | 3.9% | ||
| Q3 24 | 19.5% | 5.0% | ||
| Q2 24 | 27.0% | 5.8% | ||
| Q1 24 | 23.9% | 3.4% |
净利率PAYORVLV
| Q4 25 | 8.8% | 5.7% | ||
| Q3 25 | 6.7% | 7.2% | ||
| Q2 25 | 9.7% | 3.3% | ||
| Q1 25 | 11.0% | 4.0% | ||
| Q4 24 | 9.2% | 4.2% | ||
| Q3 24 | 23.1% | 3.9% | ||
| Q2 24 | 18.9% | 5.4% | ||
| Q1 24 | 18.1% | 4.0% |
每股收益（稀释后）PAYORVLV
| Q4 25 | $0.05 | $0.27 | ||
| Q3 25 | $0.04 | $0.29 | ||
| Q2 25 | $0.05 | $0.14 | ||
| Q1 25 | $0.05 | $0.16 | ||
| Q4 24 | $0.03 | $0.18 | ||
| Q3 24 | $0.11 | $0.15 | ||
| Q2 24 | $0.09 | $0.21 | ||
| Q1 24 | $0.08 | $0.15 |
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 | $415.5M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $704.4M | $512.5M |
| 总资产 | $9.0B | $765.0M |
| 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PAYORVLV
| Q4 25 | $415.5M | $292.3M | ||
| Q3 25 | $479.4M | $315.4M | ||
| Q2 25 | $497.1M | $310.7M | ||
| Q1 25 | $524.1M | $300.8M | ||
| Q4 24 | $497.5M | $256.6M | ||
| Q3 24 | $534.2M | $252.8M | ||
| Q2 24 | $575.7M | $244.7M | ||
| Q1 24 | $587.2M | $273.4M |
股东权益PAYORVLV
| Q4 25 | $704.4M | $512.5M | ||
| Q3 25 | $750.5M | $490.2M | ||
| Q2 25 | $770.9M | $468.6M | ||
| Q1 25 | $750.7M | $453.4M | ||
| Q4 24 | $724.8M | $437.8M | ||
| Q3 24 | $727.9M | $420.8M | ||
| Q2 24 | $669.4M | $405.8M | ||
| Q1 24 | $661.5M | $389.9M |
总资产PAYORVLV
| Q4 25 | $9.0B | $765.0M | ||
| Q3 25 | $8.2B | $751.3M | ||
| Q2 25 | $8.1B | $722.9M | ||
| Q1 25 | $7.6B | $713.9M | ||
| Q4 24 | $7.9B | $665.5M | ||
| Q3 24 | $7.1B | $670.9M | ||
| Q2 24 | $6.9B | $657.8M | ||
| Q1 24 | $6.8B | $650.0M |
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 | $54.9M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $40.3M | $-13.3M |
| 自由现金流率自由现金流/营收 | 18.6% | -4.1% |
| 资本支出强度资本支出/营收 | 6.7% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.89× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $206.6M | $48.0M |
8季度趋势，按日历期对齐
经营现金流PAYORVLV
| Q4 25 | $54.9M | $-10.2M | ||
| Q3 25 | $54.2M | $11.8M | ||
| Q2 25 | $70.7M | $12.6M | ||
| Q1 25 | $53.7M | $45.1M | ||
| Q4 24 | $45.9M | $3.9M | ||
| Q3 24 | $50.1M | $9.1M | ||
| Q2 24 | $41.4M | $-24.7M | ||
| Q1 24 | $39.5M | $38.4M |
自由现金流PAYORVLV
| Q4 25 | $40.3M | $-13.3M | ||
| Q3 25 | $49.2M | $7.5M | ||
| Q2 25 | $68.1M | $10.4M | ||
| Q1 25 | $49.0M | $43.4M | ||
| Q4 24 | $42.1M | $2.1M | ||
| Q3 24 | $48.5M | $8.0M | ||
| Q2 24 | $40.2M | $-25.7M | ||
| Q1 24 | $37.9M | $36.7M |
自由现金流率PAYORVLV
| Q4 25 | 18.6% | -4.1% | ||
| Q3 25 | 23.5% | 2.5% | ||
| Q2 25 | 34.0% | 3.4% | ||
| Q1 25 | 26.3% | 14.6% | ||
| Q4 24 | 21.3% | 0.7% | ||
| Q3 24 | 26.9% | 2.8% | ||
| Q2 24 | 23.5% | -9.1% | ||
| Q1 24 | 23.6% | 13.5% |
资本支出强度PAYORVLV
| Q4 25 | 6.7% | 1.0% | ||
| Q3 25 | 2.4% | 1.5% | ||
| Q2 25 | 1.3% | 0.7% | ||
| Q1 25 | 2.5% | 0.6% | ||
| Q4 24 | 1.9% | 0.6% | ||
| Q3 24 | 0.9% | 0.4% | ||
| Q2 24 | 0.7% | 0.4% | ||
| Q1 24 | 1.0% | 0.6% |
现金转化率PAYORVLV
| Q4 25 | 2.89× | -0.55× | ||
| Q3 25 | 3.84× | 0.56× | ||
| Q2 25 | 3.63× | 1.24× | ||
| Q1 25 | 2.61× | 3.82× | ||
| Q4 24 | 2.52× | 0.32× | ||
| Q3 24 | 1.21× | 0.83× | ||
| Q2 24 | 1.28× | -1.60× | ||
| Q1 24 | 1.36× | 3.53× |
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
PAYO
暂无分部数据
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
