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PETMED EXPRESS INC（PETS）与REDWOOD TRUST INC（RWT）财务数据对比。点击上方公司名可切换其他公司
PETMED EXPRESS INC的季度营收约是REDWOOD TRUST INC的1.6倍（$40.7M vs $25.9M），REDWOOD TRUST INC净利率更高（77.2% vs -26.0%，领先103.2%），REDWOOD TRUST INC同比增速更快（-6.1% vs -23.3%），过去两年PETMED EXPRESS INC的营收复合增速更高（-20.9% vs -41.0%）
PetMed Express，也叫PetMeds，是总部位于美国的线上宠物药房。该企业公开上市，主营宠物处方及非处方药物销售业务，是北美知名的宠物医药线上零售平台。
Redwood Trust Inc是总部位于美国的专业房地产投资信托公司，主营住宅与商业抵押贷款、抵押贷款支持证券及房地产信贷类资产的投资管理，核心业务覆盖住宅抵押贷款发放、商业地产信贷和投资服务，客户以机构投资者和房地产市场参与者为主。
PETS vs RWT — 直观对比
营收规模更大
PETS
是对方的1.6倍
$25.9M
营收增速更快
RWT
高出17.2%
-23.3%
净利率更高
RWT
高出103.2%
-26.0%
两年增速更快
PETS
近两年复合增速
-41.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $40.7M | $25.9M |
| 净利润 | $-10.6M | $20.0M |
| 毛利率 | 23.3% | — |
| 营业利润率 | -25.7% | — |
| 净利率 | -26.0% | 77.2% |
| 营收同比 | -23.3% | -6.1% |
| 净利润同比 | -1392.6% | 402.6% |
| 每股收益（稀释后） | $-0.50 | $0.11 |
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PETSRWT
| Q4 25 | $40.7M | $25.9M | ||
| Q3 25 | $44.4M | $15.0M | ||
| Q2 25 | $51.2M | $13.8M | ||
| Q1 25 | $50.8M | $27.9M | ||
| Q4 24 | $52.0M | $27.6M | ||
| Q3 24 | $58.0M | $25.5M | ||
| Q2 24 | $66.2M | $67.4M | ||
| Q1 24 | $65.1M | $74.5M |
净利润PETSRWT
| Q4 25 | $-10.6M | $20.0M | ||
| Q3 25 | $-8.5M | $-7.7M | ||
| Q2 25 | $-34.2M | $-98.5M | ||
| Q1 25 | $-11.6M | $16.1M | ||
| Q4 24 | $-707.0K | $-6.6M | ||
| Q3 24 | $2.3M | $14.8M | ||
| Q2 24 | $3.8M | $15.5M | ||
| Q1 24 | $-5.0M | $30.3M |
毛利率PETSRWT
| Q4 25 | 23.3% | — | ||
| Q3 25 | 28.0% | — | ||
| Q2 25 | 28.1% | — | ||
| Q1 25 | 29.9% | — | ||
| Q4 24 | 31.0% | — | ||
| Q3 24 | 32.3% | — | ||
| Q2 24 | 28.8% | — | ||
| Q1 24 | 29.3% | — |
营业利润率PETSRWT
| Q4 25 | -25.7% | — | ||
| Q3 25 | -18.9% | -9.0% | ||
| Q2 25 | -66.7% | -679.0% | ||
| Q1 25 | -11.9% | 80.2% | ||
| Q4 24 | -0.9% | -1.3% | ||
| Q3 24 | 1.0% | 86.1% | ||
| Q2 24 | 6.6% | 30.3% | ||
| Q1 24 | -5.9% | 41.3% |
净利率PETSRWT
| Q4 25 | -26.0% | 77.2% | ||
| Q3 25 | -19.2% | -51.4% | ||
| Q2 25 | -66.7% | -712.0% | ||
| Q1 25 | -22.9% | 57.8% | ||
| Q4 24 | -1.4% | -24.0% | ||
| Q3 24 | 4.0% | 58.1% | ||
| Q2 24 | 5.7% | 23.0% | ||
| Q1 24 | -7.7% | 40.6% |
每股收益（稀释后）PETSRWT
| Q4 25 | $-0.50 | $0.11 | ||
| Q3 25 | $-0.41 | $-0.08 | ||
| Q2 25 | $-1.65 | $-0.76 | ||
| Q1 25 | $-0.56 | $0.10 | ||
| Q4 24 | $-0.03 | $-0.08 | ||
| Q3 24 | $0.11 | $0.09 | ||
| Q2 24 | $0.18 | $0.10 | ||
| Q1 24 | $-0.24 | $0.21 |
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 | $26.9M | $255.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $32.8M | $982.6M |
| 总资产 | $88.0M | $23.7B |
| 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PETSRWT
| Q4 25 | $26.9M | $255.7M | ||
| Q3 25 | $36.1M | $226.3M | ||
| Q2 25 | $41.1M | $302.0M | ||
| Q1 25 | $54.7M | $259.9M | ||
| Q4 24 | $50.1M | $245.2M | ||
| Q3 24 | $52.0M | $253.7M | ||
| Q2 24 | $46.0M | $275.6M | ||
| Q1 24 | $55.3M | $275.4M |
总债务PETSRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.7B |
股东权益PETSRWT
| Q4 25 | $32.8M | $982.6M | ||
| Q3 25 | $43.1M | $999.0M | ||
| Q2 25 | $51.5M | $1.1B | ||
| Q1 25 | $85.1M | $1.2B | ||
| Q4 24 | $96.2M | $1.2B | ||
| Q3 24 | $96.4M | $1.2B | ||
| Q2 24 | $93.5M | $1.2B | ||
| Q1 24 | $96.7M | $1.2B |
总资产PETSRWT
| Q4 25 | $88.0M | $23.7B | ||
| Q3 25 | $100.3M | $22.6B | ||
| Q2 25 | $109.8M | $21.3B | ||
| Q1 25 | $148.7M | $19.9B | ||
| Q4 24 | $144.8M | $18.3B | ||
| Q3 24 | $146.0M | $18.4B | ||
| Q2 24 | $152.7M | $16.5B | ||
| Q1 24 | $169.9M | $15.1B |
负债/权益比PETSRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.39× |
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 | $-9.2M | $-10.1B |
| 自由现金流经营现金流 - 资本支出 | $-9.2M | — |
| 自由现金流率自由现金流/营收 | -22.7% | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 现金转化率经营现金流/净利润 | — | -504.15× |
| 过去12个月自由现金流最近4个季度 | $-23.0M | — |
8季度趋势，按日历期对齐
经营现金流PETSRWT
| Q4 25 | $-9.2M | $-10.1B | ||
| Q3 25 | $-2.2M | $-2.7B | ||
| Q2 25 | $-12.3M | $-2.1B | ||
| Q1 25 | $7.0M | $-2.0B | ||
| Q4 24 | $-1.2M | $-5.9B | ||
| Q3 24 | $7.4M | $-2.1B | ||
| Q2 24 | $-8.5M | $-2.0B | ||
| Q1 24 | $7.1M | $-954.2M |
自由现金流PETSRWT
| Q4 25 | $-9.2M | — | ||
| Q3 25 | $-4.8M | — | ||
| Q2 25 | $-13.6M | — | ||
| Q1 25 | $4.6M | — | ||
| Q4 24 | $-1.9M | — | ||
| Q3 24 | $6.1M | — | ||
| Q2 24 | $-9.2M | — | ||
| Q1 24 | $5.9M | — |
自由现金流率PETSRWT
| Q4 25 | -22.7% | — | ||
| Q3 25 | -10.8% | — | ||
| Q2 25 | -26.5% | — | ||
| Q1 25 | 9.1% | — | ||
| Q4 24 | -3.7% | — | ||
| Q3 24 | 10.6% | — | ||
| Q2 24 | -13.9% | — | ||
| Q1 24 | 9.0% | — |
资本支出强度PETSRWT
| Q4 25 | 0.1% | — | ||
| Q3 25 | 5.9% | — | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 1.5% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 1.0% | — | ||
| Q1 24 | 1.9% | — |
现金转化率PETSRWT
| Q4 25 | — | -504.15× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -120.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.18× | -140.86× | ||
| Q2 24 | -2.27× | -126.56× | ||
| Q1 24 | — | -31.53× |
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
PETS
| Reorder | $34.0M | 84% |
| New Order | $5.0M | 12% |
| Membership Fees | $1.6M | 4% |
RWT
暂无分部数据
