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PINTEREST, INC.(PINS)与普洛斯(PLD)财务数据对比。点击上方公司名可切换其他公司
普洛斯的季度营收约是PINTEREST, INC.的2.2倍($2.3B vs $1.0B),普洛斯净利率更高(62.1% vs -7.3%,领先69.4%),PINTEREST, INC.同比增速更快(17.8% vs 2.4%),过去两年PINTEREST, INC.的营收复合增速更高(8.6% vs 7.3%)
Pinterest是美国社交媒体服务商,主打数字图板形式的信息发布与发现功能,用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立,总部位于旧金山。
普洛斯是一家总部位于美国加利福尼亚州旧金山的不动产投资信托企业,专注于物流设施的投资与运营。公司2011年由AMB地产集团与原普洛斯合并成立,是全球规模最大的工业地产企业。截至2025年,运营超1.5万英亩土地及6000余栋物业,为全球客户提供高品质物流仓储解决方案。
PINS vs PLD — 直观对比
营收规模更大
PLD
是对方的2.2倍
$1.0B
营收增速更快
PINS
高出15.5%
2.4%
净利率更高
PLD
高出69.4%
-7.3%
两年增速更快
PINS
近两年复合增速
7.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $2.3B |
| 净利润 | $-73.6M | $1.4B |
| 毛利率 | 76.3% | — |
| 营业利润率 | -8.0% | 72.2% |
| 净利率 | -7.3% | 62.1% |
| 营收同比 | 17.8% | 2.4% |
| 净利润同比 | — | 9.5% |
| 每股收益(稀释后) | $-0.12 | $1.50 |
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
PINS
PLD
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.3B | $2.3B | ||
| Q3 25 | $1.0B | $2.2B | ||
| Q2 25 | $998.2M | $2.2B | ||
| Q1 25 | $855.0M | $2.1B | ||
| Q4 24 | $1.2B | $2.2B | ||
| Q3 24 | $898.4M | $2.0B | ||
| Q2 24 | $853.7M | $2.0B |
净利润
PINS
PLD
| Q1 26 | $-73.6M | — | ||
| Q4 25 | $277.1M | $1.4B | ||
| Q3 25 | $92.1M | $764.3M | ||
| Q2 25 | $38.8M | $571.2M | ||
| Q1 25 | $8.9M | $593.0M | ||
| Q4 24 | $1.8B | $1.3B | ||
| Q3 24 | $30.6M | $1.0B | ||
| Q2 24 | $8.9M | $861.3M |
毛利率
PINS
PLD
| Q1 26 | 76.3% | — | ||
| Q4 25 | 82.8% | — | ||
| Q3 25 | 79.8% | — | ||
| Q2 25 | 79.7% | — | ||
| Q1 25 | 76.7% | — | ||
| Q4 24 | 82.9% | — | ||
| Q3 24 | 79.1% | — | ||
| Q2 24 | 78.3% | — |
营业利润率
PINS
PLD
| Q1 26 | -8.0% | — | ||
| Q4 25 | 22.8% | 72.2% | ||
| Q3 25 | 5.6% | 42.5% | ||
| Q2 25 | -0.4% | 41.8% | ||
| Q1 25 | -4.1% | 41.1% | ||
| Q4 24 | 22.7% | 64.6% | ||
| Q3 24 | -0.7% | 61.4% | ||
| Q2 24 | -2.5% | 51.0% |
净利率
PINS
PLD
| Q1 26 | -7.3% | — | ||
| Q4 25 | 21.0% | 62.1% | ||
| Q3 25 | 8.8% | 34.5% | ||
| Q2 25 | 3.9% | 26.2% | ||
| Q1 25 | 1.0% | 27.7% | ||
| Q4 24 | 160.1% | 58.1% | ||
| Q3 24 | 3.4% | 49.4% | ||
| Q2 24 | 1.0% | 42.9% |
每股收益(稀释后)
PINS
PLD
| Q1 26 | $-0.12 | — | ||
| Q4 25 | $0.41 | $1.50 | ||
| Q3 25 | $0.13 | $0.82 | ||
| Q2 25 | $0.06 | $0.61 | ||
| Q1 25 | $0.01 | $0.63 | ||
| Q4 24 | $2.66 | $1.38 | ||
| Q3 24 | $0.04 | $1.08 | ||
| Q2 24 | $0.01 | $0.92 |
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 | $378.1M | $1.1B |
| 总债务越低越好 | — | $35.0B |
| 股东权益账面价值 | $2.9B | $53.2B |
| 总资产 | $4.6B | $98.7B |
| 负债/权益比越低杠杆越低 | — | 0.66× |
8季度趋势,按日历期对齐
现金及短期投资
PINS
PLD
| Q1 26 | $378.1M | — | ||
| Q4 25 | $969.3M | $1.1B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.3B | $671.1M | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.0B | $780.9M | ||
| Q2 24 | $1.4B | $598.3M |
总债务
PINS
PLD
| Q1 26 | — | — | ||
| Q4 25 | — | $35.0B | ||
| Q3 25 | — | $35.3B | ||
| Q2 25 | — | $34.7B | ||
| Q1 25 | — | $32.3B | ||
| Q4 24 | — | $30.9B | ||
| Q3 24 | — | $32.3B | ||
| Q2 24 | — | $29.9B |
股东权益
PINS
PLD
| Q1 26 | $2.9B | — | ||
| Q4 25 | $4.7B | $53.2B | ||
| Q3 25 | $4.8B | $52.6B | ||
| Q2 25 | $4.8B | $52.7B | ||
| Q1 25 | $4.7B | $53.5B | ||
| Q4 24 | $4.8B | $54.0B | ||
| Q3 24 | $2.9B | $53.1B | ||
| Q2 24 | $3.2B | $53.3B |
总资产
PINS
PLD
| Q1 26 | $4.6B | — | ||
| Q4 25 | $5.5B | $98.7B | ||
| Q3 25 | $5.5B | $98.3B | ||
| Q2 25 | $5.4B | $97.7B | ||
| Q1 25 | $5.3B | $96.0B | ||
| Q4 24 | $5.3B | $95.3B | ||
| Q3 24 | $3.5B | $95.9B | ||
| Q2 24 | $3.7B | $93.5B |
负债/权益比
PINS
PLD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.66× | ||
| Q3 25 | — | 0.67× | ||
| Q2 25 | — | 0.66× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | — | 0.57× | ||
| Q3 24 | — | 0.61× | ||
| Q2 24 | — | 0.56× |
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 | $328.0M | $1.2B |
| 自由现金流经营现金流 - 资本支出 | $311.7M | — |
| 自由现金流率自由现金流/营收 | 30.9% | — |
| 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 | — | 0.83× |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势,按日历期对齐
经营现金流
PINS
PLD
| Q1 26 | $328.0M | — | ||
| Q4 25 | $391.2M | $1.2B | ||
| Q3 25 | $321.7M | $1.4B | ||
| Q2 25 | $207.7M | $1.2B | ||
| Q1 25 | $363.7M | $1.2B | ||
| Q4 24 | $254.0M | $1.3B | ||
| Q3 24 | $248.0M | $1.4B | ||
| Q2 24 | $106.4M | $1.1B |
自由现金流
PINS
PLD
| Q1 26 | $311.7M | — | ||
| Q4 25 | $380.4M | — | ||
| Q3 25 | $318.4M | — | ||
| Q2 25 | $196.7M | — | ||
| Q1 25 | $356.4M | — | ||
| Q4 24 | $250.2M | — | ||
| Q3 24 | $244.1M | — | ||
| Q2 24 | $101.6M | — |
自由现金流率
PINS
PLD
| Q1 26 | 30.9% | — | ||
| Q4 25 | 28.8% | — | ||
| Q3 25 | 30.3% | — | ||
| Q2 25 | 19.7% | — | ||
| Q1 25 | 41.7% | — | ||
| Q4 24 | 21.7% | — | ||
| Q3 24 | 27.2% | — | ||
| Q2 24 | 11.9% | — |
资本支出强度
PINS
PLD
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 0.6% | — |
现金转化率
PINS
PLD
| Q1 26 | — | — | ||
| Q4 25 | 1.41× | 0.83× | ||
| Q3 25 | 3.49× | 1.89× | ||
| Q2 25 | 5.36× | 2.17× | ||
| Q1 25 | 40.77× | 1.96× | ||
| Q4 24 | 0.14× | 1.04× | ||
| Q3 24 | 8.12× | 1.43× | ||
| Q2 24 | 11.98× | 1.26× |
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
PINS
暂无分部数据
PLD
| Real Estate Operations Segment | $2.0B | 88% |
| Unconsolidated Co Investment Ventures | $131.7M | 6% |
| Other | $82.6M | 4% |
| Strategic Capital Segment | $49.9M | 2% |