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PINTEREST, INC.(PINS)与Real Brokerage Inc(REAX)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Real Brokerage Inc的1.8倍($1.0B vs $568.5M),Real Brokerage Inc净利率更高(-0.1% vs -7.3%,领先7.2%),Real Brokerage Inc同比增速更快(52.6% vs 17.8%),PINTEREST, INC.自由现金流更多($311.7M vs $8.4M)
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。
该企业是美国房产服务企业,主营房产经纪业务运营与品牌特许经营,业务覆盖房产中介、 relocation服务、产权服务、保险及结算服务,旗下拥有Better Homes and Gardens Real Estate、21世纪不动产、Coldwell Banker、Corcoran Group、ERA房地产以及苏富比国际地产等多个知名品牌,2026年被Compass, Inc.收购。
PINS vs REAX — 直观对比
营收规模更大
PINS
是对方的1.8倍
$568.5M
营收增速更快
REAX
高出34.8%
17.8%
净利率更高
REAX
高出7.2%
-7.3%
自由现金流更多
PINS
多$303.3M
$8.4M
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $568.5M |
| 净利润 | $-73.6M | $-447.0K |
| 毛利率 | 76.3% | 7.9% |
| 营业利润率 | -8.0% | -0.1% |
| 净利率 | -7.3% | -0.1% |
| 营收同比 | 17.8% | 52.6% |
| 净利润同比 | — | 82.7% |
| 每股收益(稀释后) | $-0.12 | $0.00 |
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
REAX
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.0B | $568.5M | ||
| Q2 25 | $998.2M | $540.7M | ||
| Q1 25 | $855.0M | $354.0M | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $898.4M | $372.5M | ||
| Q2 24 | $853.7M | — |
净利润
PINS
REAX
| Q1 26 | $-73.6M | — | ||
| Q4 25 | $277.1M | — | ||
| Q3 25 | $92.1M | $-447.0K | ||
| Q2 25 | $38.8M | $1.5M | ||
| Q1 25 | $8.9M | $-5.0M | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $30.6M | $-2.6M | ||
| Q2 24 | $8.9M | — |
毛利率
PINS
REAX
| Q1 26 | 76.3% | — | ||
| Q4 25 | 82.8% | — | ||
| Q3 25 | 79.8% | 7.9% | ||
| Q2 25 | 79.7% | 8.9% | ||
| Q1 25 | 76.7% | 9.6% | ||
| Q4 24 | 82.9% | — | ||
| Q3 24 | 79.1% | 8.6% | ||
| Q2 24 | 78.3% | — |
营业利润率
PINS
REAX
| Q1 26 | -8.0% | — | ||
| Q4 25 | 22.8% | — | ||
| Q3 25 | 5.6% | -0.1% | ||
| Q2 25 | -0.4% | 0.3% | ||
| Q1 25 | -4.1% | -1.5% | ||
| Q4 24 | 22.7% | — | ||
| Q3 24 | -0.7% | -0.7% | ||
| Q2 24 | -2.5% | — |
净利率
PINS
REAX
| Q1 26 | -7.3% | — | ||
| Q4 25 | 21.0% | — | ||
| Q3 25 | 8.8% | -0.1% | ||
| Q2 25 | 3.9% | 0.3% | ||
| Q1 25 | 1.0% | -1.4% | ||
| Q4 24 | 160.1% | — | ||
| Q3 24 | 3.4% | -0.7% | ||
| Q2 24 | 1.0% | — |
每股收益(稀释后)
PINS
REAX
| Q1 26 | $-0.12 | — | ||
| Q4 25 | $0.41 | — | ||
| Q3 25 | $0.13 | $0.00 | ||
| Q2 25 | $0.06 | $0.01 | ||
| Q1 25 | $0.01 | $-0.02 | ||
| Q4 24 | $2.66 | — | ||
| Q3 24 | $0.04 | $-0.01 | ||
| Q2 24 | $0.01 | — |
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 | $38.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $53.6M |
| 总资产 | $4.6B | $145.2M |
| 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
REAX
| Q1 26 | $378.1M | — | ||
| Q4 25 | $969.3M | — | ||
| Q3 25 | $1.1B | $38.7M | ||
| Q2 25 | $1.2B | $49.7M | ||
| Q1 25 | $1.3B | $24.7M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.0B | $22.6M | ||
| Q2 24 | $1.4B | — |
股东权益
PINS
REAX
| Q1 26 | $2.9B | — | ||
| Q4 25 | $4.7B | — | ||
| Q3 25 | $4.8B | $53.6M | ||
| Q2 25 | $4.8B | $49.2M | ||
| Q1 25 | $4.7B | $32.8M | ||
| Q4 24 | $4.8B | — | ||
| Q3 24 | $2.9B | $29.8M | ||
| Q2 24 | $3.2B | — |
总资产
PINS
REAX
| Q1 26 | $4.6B | — | ||
| Q4 25 | $5.5B | — | ||
| Q3 25 | $5.5B | $145.2M | ||
| Q2 25 | $5.4B | $149.4M | ||
| Q1 25 | $5.3B | $100.5M | ||
| Q4 24 | $5.3B | — | ||
| Q3 24 | $3.5B | $102.5M | ||
| Q2 24 | $3.7B | — |
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 | $8.8M |
| 自由现金流经营现金流 - 资本支出 | $311.7M | $8.4M |
| 自由现金流率自由现金流/营收 | 30.9% | 1.5% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | $71.7M |
8季度趋势,按日历期对齐
经营现金流
PINS
REAX
| Q1 26 | $328.0M | — | ||
| Q4 25 | $391.2M | — | ||
| Q3 25 | $321.7M | $8.8M | ||
| Q2 25 | $207.7M | $41.0M | ||
| Q1 25 | $363.7M | $15.9M | ||
| Q4 24 | $254.0M | — | ||
| Q3 24 | $248.0M | $7.2M | ||
| Q2 24 | $106.4M | — |
自由现金流
PINS
REAX
| Q1 26 | $311.7M | — | ||
| Q4 25 | $380.4M | — | ||
| Q3 25 | $318.4M | $8.4M | ||
| Q2 25 | $196.7M | $40.8M | ||
| Q1 25 | $356.4M | $15.7M | ||
| Q4 24 | $250.2M | — | ||
| Q3 24 | $244.1M | $6.8M | ||
| Q2 24 | $101.6M | — |
自由现金流率
PINS
REAX
| Q1 26 | 30.9% | — | ||
| Q4 25 | 28.8% | — | ||
| Q3 25 | 30.3% | 1.5% | ||
| Q2 25 | 19.7% | 7.5% | ||
| Q1 25 | 41.7% | 4.4% | ||
| Q4 24 | 21.7% | — | ||
| Q3 24 | 27.2% | 1.8% | ||
| Q2 24 | 11.9% | — |
资本支出强度
PINS
REAX
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 0.3% | 0.1% | ||
| Q2 25 | 1.1% | 0.0% | ||
| Q1 25 | 0.9% | 0.1% | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.4% | 0.1% | ||
| Q2 24 | 0.6% | — |
现金转化率
PINS
REAX
| Q1 26 | — | — | ||
| Q4 25 | 1.41× | — | ||
| Q3 25 | 3.49× | — | ||
| Q2 25 | 5.36× | 27.13× | ||
| Q1 25 | 40.77× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 8.12× | — | ||
| Q2 24 | 11.98× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图