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PINTEREST, INC.(PINS)与EPLUS INC(PLUS)财务数据对比。点击上方公司名可切换其他公司
PINTEREST, INC.的季度营收约是EPLUS INC的1.6倍($1.0B vs $614.8M),EPLUS INC净利率更高(5.7% vs -7.3%,领先13.0%),EPLUS INC同比增速更快(20.3% vs 17.8%),过去两年PINTEREST, INC.的营收复合增速更高(8.6% vs 2.3%)
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。
ePlus Inc.是美国的科技咨询解决方案提供商,业务覆盖网络安全、云计算、网络架构、协作办公、人工智能及前沿技术领域,为超5000家客户提供定制化解决方案、专业咨询与托管服务,助力企业实现数字化转型与技术升级。
PINS vs PLUS — 直观对比
营收规模更大
PINS
是对方的1.6倍
$614.8M
营收增速更快
PLUS
高出2.5%
17.8%
净利率更高
PLUS
高出13.0%
-7.3%
两年增速更快
PINS
近两年复合增速
2.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $614.8M |
| 净利润 | $-73.6M | $35.1M |
| 毛利率 | 76.3% | 25.8% |
| 营业利润率 | -8.0% | 7.1% |
| 净利率 | -7.3% | 5.7% |
| 营收同比 | 17.8% | 20.3% |
| 净利润同比 | — | 45.2% |
| 每股收益(稀释后) | $-0.12 | $1.33 |
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
PLUS
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.3B | $614.8M | ||
| Q3 25 | $1.0B | $608.8M | ||
| Q2 25 | $998.2M | $637.3M | ||
| Q1 25 | $855.0M | — | ||
| Q4 24 | $1.2B | $493.2M | ||
| Q3 24 | $898.4M | $493.4M | ||
| Q2 24 | $853.7M | $535.7M |
净利润
PINS
PLUS
| Q1 26 | $-73.6M | — | ||
| Q4 25 | $277.1M | $35.1M | ||
| Q3 25 | $92.1M | $34.9M | ||
| Q2 25 | $38.8M | $37.7M | ||
| Q1 25 | $8.9M | — | ||
| Q4 24 | $1.8B | $24.1M | ||
| Q3 24 | $30.6M | $31.3M | ||
| Q2 24 | $8.9M | $27.3M |
毛利率
PINS
PLUS
| Q1 26 | 76.3% | — | ||
| Q4 25 | 82.8% | 25.8% | ||
| Q3 25 | 79.8% | 26.6% | ||
| Q2 25 | 79.7% | 23.3% | ||
| Q1 25 | 76.7% | — | ||
| Q4 24 | 82.9% | 25.4% | ||
| Q3 24 | 79.1% | 25.8% | ||
| Q2 24 | 78.3% | 23.7% |
营业利润率
PINS
PLUS
| Q1 26 | -8.0% | — | ||
| Q4 25 | 22.8% | 7.1% | ||
| Q3 25 | 5.6% | 8.0% | ||
| Q2 25 | -0.4% | 5.7% | ||
| Q1 25 | -4.1% | — | ||
| Q4 24 | 22.7% | 3.3% | ||
| Q3 24 | -0.7% | 5.5% | ||
| Q2 24 | -2.5% | 5.9% |
净利率
PINS
PLUS
| Q1 26 | -7.3% | — | ||
| Q4 25 | 21.0% | 5.7% | ||
| Q3 25 | 8.8% | 5.7% | ||
| Q2 25 | 3.9% | 5.9% | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 160.1% | 4.9% | ||
| Q3 24 | 3.4% | 6.3% | ||
| Q2 24 | 1.0% | 5.1% |
每股收益(稀释后)
PINS
PLUS
| Q1 26 | $-0.12 | — | ||
| Q4 25 | $0.41 | $1.33 | ||
| Q3 25 | $0.13 | $1.32 | ||
| Q2 25 | $0.06 | $1.43 | ||
| Q1 25 | $0.01 | — | ||
| Q4 24 | $2.66 | $0.91 | ||
| Q3 24 | $0.04 | $1.17 | ||
| Q2 24 | $0.01 | $1.02 |
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 | $326.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $1.1B |
| 总资产 | $4.6B | $1.8B |
| 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
PINS
PLUS
| Q1 26 | $378.1M | — | ||
| Q4 25 | $969.3M | $326.3M | ||
| Q3 25 | $1.1B | $402.2M | ||
| Q2 25 | $1.2B | $480.2M | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.1B | $253.1M | ||
| Q3 24 | $1.0B | $187.5M | ||
| Q2 24 | $1.4B | $349.9M |
股东权益
PINS
PLUS
| Q1 26 | $2.9B | — | ||
| Q4 25 | $4.7B | $1.1B | ||
| Q3 25 | $4.8B | $1.0B | ||
| Q2 25 | $4.8B | $1.0B | ||
| Q1 25 | $4.7B | — | ||
| Q4 24 | $4.8B | $962.3M | ||
| Q3 24 | $2.9B | $947.0M | ||
| Q2 24 | $3.2B | $921.9M |
总资产
PINS
PLUS
| Q1 26 | $4.6B | — | ||
| Q4 25 | $5.5B | $1.8B | ||
| Q3 25 | $5.5B | $1.8B | ||
| Q2 25 | $5.4B | $1.8B | ||
| Q1 25 | $5.3B | — | ||
| Q4 24 | $5.3B | $1.8B | ||
| Q3 24 | $3.5B | $1.7B | ||
| Q2 24 | $3.7B | $1.7B |
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 | $-87.4M |
| 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 | — | -2.49× |
| 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
PLUS
| Q1 26 | $328.0M | — | ||
| Q4 25 | $391.2M | $-87.4M | ||
| Q3 25 | $321.7M | $-34.8M | ||
| Q2 25 | $207.7M | $-99.0M | ||
| Q1 25 | $363.7M | — | ||
| Q4 24 | $254.0M | $65.7M | ||
| Q3 24 | $248.0M | $-21.6M | ||
| Q2 24 | $106.4M | $97.1M |
自由现金流
PINS
PLUS
| 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
PLUS
| 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
PLUS
| 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
PLUS
| Q1 26 | — | — | ||
| Q4 25 | 1.41× | -2.49× | ||
| Q3 25 | 3.49× | -1.00× | ||
| Q2 25 | 5.36× | -2.63× | ||
| Q1 25 | 40.77× | — | ||
| Q4 24 | 0.14× | 2.72× | ||
| Q3 24 | 8.12× | -0.69× | ||
| Q2 24 | 11.98× | 3.55× |
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
PLUS
| All Others Customer End Market | $107.0M | 17% |
| Technology Customer End Market | $89.4M | 15% |
| Health Care Customer End Market | $81.5M | 13% |
| Financial Services Customer End Market | $66.1M | 11% |
| Professional Services Reporting Unit | $64.1M | 10% |
| Security | $61.1M | 10% |
| State And Local Government And Educational Institutions | $59.9M | 10% |
| Managed Services Reporting Unit | $48.8M | 8% |
| Other Product | $21.1M | 3% |
| Collaboration | $13.4M | 2% |