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PINTEREST, INC.（PINS）与Rithm Capital Corp.（RITM）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Rithm Capital Corp.的1.6倍（$1.3B vs $828.2M），PINTEREST, INC.净利率更高（21.0% vs 13.2%，领先7.8%），Rithm Capital Corp.同比增速更快（508.5% vs 14.3%），过去两年PINTEREST, INC.的营收复合增速更高（33.5% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
PINS vs RITM — 直观对比
营收规模更大
PINS
是对方的1.6倍
$828.2M
营收增速更快
RITM
高出494.2%
14.3%
净利率更高
PINS
高出7.8%
13.2%
两年增速更快
PINS
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $828.2M |
| 净利润 | $277.1M | $109.5M |
| 毛利率 | 82.8% | — |
| 营业利润率 | 22.8% | 29.9% |
| 净利率 | 21.0% | 13.2% |
| 营收同比 | 14.3% | 508.5% |
| 净利润同比 | -85.0% | 27.7% |
| 每股收益（稀释后） | $0.41 | $0.12 |
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PINSRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.0B | $1.1B | ||
| Q2 25 | $998.2M | $1.2B | ||
| Q1 25 | $855.0M | $768.4M | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $898.4M | $619.5M | ||
| Q2 24 | $853.7M | $1.2B |
净利润PINSRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $277.1M | $85.0M | ||
| Q3 25 | $92.1M | $221.5M | ||
| Q2 25 | $38.8M | $311.7M | ||
| Q1 25 | $8.9M | $78.8M | ||
| Q4 24 | $1.8B | $290.2M | ||
| Q3 24 | $30.6M | $121.7M | ||
| Q2 24 | $8.9M | $235.6M |
毛利率PINSRITM
| Q1 26 | — | — | ||
| 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PINSRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 22.8% | 13.8% | ||
| Q3 25 | 5.6% | 21.4% | ||
| Q2 25 | -0.4% | 25.2% | ||
| Q1 25 | -4.1% | 7.4% | ||
| Q4 24 | 22.7% | 23.8% | ||
| Q3 24 | -0.7% | 7.3% | ||
| Q2 24 | -2.5% | 23.6% |
净利率PINSRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 21.0% | 5.7% | ||
| Q3 25 | 8.8% | 20.0% | ||
| Q2 25 | 3.9% | 25.6% | ||
| Q1 25 | 1.0% | 10.3% | ||
| Q4 24 | 160.1% | 14.0% | ||
| Q3 24 | 3.4% | 19.7% | ||
| Q2 24 | 1.0% | 19.2% |
每股收益（稀释后）PINSRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.41 | $0.09 | ||
| Q3 25 | $0.13 | $0.35 | ||
| Q2 25 | $0.06 | $0.53 | ||
| Q1 25 | $0.01 | $0.07 | ||
| Q4 24 | $2.66 | $0.50 | ||
| Q3 24 | $0.04 | $0.20 | ||
| Q2 24 | $0.01 | $0.43 |
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 | $969.3M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.7B | $9.1B |
| 总资产 | $5.5B | $53.4B |
| 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PINSRITM
| Q1 26 | — | — | ||
| Q4 25 | $969.3M | $1.8B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $1.2B | $1.6B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $1.0B | $1.6B | ||
| Q2 24 | $1.4B | $1.2B |
总债务PINSRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益PINSRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $4.7B | $8.4B | ||
| Q3 25 | $4.8B | $8.5B | ||
| Q2 25 | $4.8B | $7.9B | ||
| Q1 25 | $4.7B | $7.8B | ||
| Q4 24 | $4.8B | $7.8B | ||
| Q3 24 | $2.9B | $7.7B | ||
| Q2 24 | $3.2B | $7.3B |
总资产PINSRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $5.5B | $53.1B | ||
| Q3 25 | $5.5B | $47.2B | ||
| Q2 25 | $5.4B | $44.3B | ||
| Q1 25 | $5.3B | $45.3B | ||
| Q4 24 | $5.3B | $46.0B | ||
| Q3 24 | $3.5B | $42.3B | ||
| Q2 24 | $3.7B | $42.0B |
负债/权益比PINSRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | $391.2M | — |
| 自由现金流经营现金流 - 资本支出 | $380.4M | — |
| 自由现金流率自由现金流/营收 | 28.8% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 现金转化率经营现金流/净利润 | 1.41× | — |
| 过去12个月自由现金流最近4个季度 | $1.3B | — |
8季度趋势，按日历期对齐
经营现金流PINSRITM
| Q1 26 | — | — | ||
| Q4 25 | $391.2M | $-114.6M | ||
| Q3 25 | $321.7M | $-2.0B | ||
| Q2 25 | $207.7M | $-557.1M | ||
| Q1 25 | $363.7M | $1.4B | ||
| Q4 24 | $254.0M | $-1.8B | ||
| Q3 24 | $248.0M | $768.1M | ||
| Q2 24 | $106.4M | $-55.7M |
自由现金流PINSRITM
| Q1 26 | — | — | ||
| 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PINSRITM
| Q1 26 | — | — | ||
| 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PINSRITM
| 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PINSRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.41× | -1.35× | ||
| Q3 25 | 3.49× | -9.22× | ||
| Q2 25 | 5.36× | -1.79× | ||
| Q1 25 | 40.77× | 18.03× | ||
| Q4 24 | 0.14× | -6.04× | ||
| Q3 24 | 8.12× | 6.31× | ||
| Q2 24 | 11.98× | -0.24× |
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
| United States And Canada | $944.3M | 72% |
| Other | $375.0M | 28% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
