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PINTEREST, INC.（PINS）与Rivian Automotive, Inc.（RIVN）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Rivian Automotive, Inc.的1.0倍（$1.3B vs $1.3B），PINTEREST, INC.净利率更高（21.0% vs -63.1%，领先84.1%），PINTEREST, INC.同比增速更快（14.3% vs -25.8%），PINTEREST, INC.自由现金流更多（$380.4M vs $-1.1B），过去两年PINTEREST, INC.的营收复合增速更高（33.5% vs 3.3%）
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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
PINS vs RIVN — 直观对比
营收规模更大
PINS
是对方的1.0倍
$1.3B
营收增速更快
PINS
高出40.2%
-25.8%
净利率更高
PINS
高出84.1%
-63.1%
自由现金流更多
PINS
多$1.5B
$-1.1B
两年增速更快
PINS
近两年复合增速
3.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.3B |
| 净利润 | $277.1M | $-811.0M |
| 毛利率 | 82.8% | 9.3% |
| 营业利润率 | 22.8% | -64.8% |
| 净利率 | 21.0% | -63.1% |
| 营收同比 | 14.3% | -25.8% |
| 净利润同比 | -85.0% | -9.0% |
| 每股收益（稀释后） | $0.41 | $-0.66 |
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PINSRIVN
| Q4 25 | $1.3B | $1.3B | ||
| Q3 25 | $1.0B | $1.6B | ||
| Q2 25 | $998.2M | $1.3B | ||
| Q1 25 | $855.0M | $1.2B | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $898.4M | $874.0M | ||
| Q2 24 | $853.7M | $1.2B | ||
| Q1 24 | $740.0M | $1.2B |
净利润PINSRIVN
| Q4 25 | $277.1M | $-811.0M | ||
| Q3 25 | $92.1M | $-1.2B | ||
| Q2 25 | $38.8M | $-1.1B | ||
| Q1 25 | $8.9M | $-545.0M | ||
| Q4 24 | $1.8B | $-744.0M | ||
| Q3 24 | $30.6M | $-1.1B | ||
| Q2 24 | $8.9M | $-1.5B | ||
| Q1 24 | $-24.8M | $-1.4B |
毛利率PINSRIVN
| Q4 25 | 82.8% | 9.3% | ||
| Q3 25 | 79.8% | 1.5% | ||
| Q2 25 | 79.7% | -15.8% | ||
| Q1 25 | 76.7% | 16.6% | ||
| Q4 24 | 82.9% | 9.8% | ||
| Q3 24 | 79.1% | -44.9% | ||
| Q2 24 | 78.3% | -38.9% | ||
| Q1 24 | 75.5% | -43.8% |
营业利润率PINSRIVN
| Q4 25 | 22.8% | -64.8% | ||
| Q3 25 | 5.6% | -63.1% | ||
| Q2 25 | -0.4% | -85.5% | ||
| Q1 25 | -4.1% | -52.8% | ||
| Q4 24 | 22.7% | -38.1% | ||
| Q3 24 | -0.7% | -133.8% | ||
| Q2 24 | -2.5% | -118.7% | ||
| Q1 24 | -7.4% | -123.3% |
净利率PINSRIVN
| Q4 25 | 21.0% | -63.1% | ||
| Q3 25 | 8.8% | -75.3% | ||
| Q2 25 | 3.9% | -85.7% | ||
| Q1 25 | 1.0% | -44.0% | ||
| Q4 24 | 160.1% | -42.9% | ||
| Q3 24 | 3.4% | -125.9% | ||
| Q2 24 | 1.0% | -125.8% | ||
| Q1 24 | -3.4% | -120.1% |
每股收益（稀释后）PINSRIVN
| Q4 25 | $0.41 | $-0.66 | ||
| Q3 25 | $0.13 | $-0.96 | ||
| Q2 25 | $0.06 | $-0.97 | ||
| Q1 25 | $0.01 | $-0.48 | ||
| Q4 24 | $2.66 | $-0.67 | ||
| Q3 24 | $0.04 | $-1.08 | ||
| Q2 24 | $0.01 | $-1.46 | ||
| Q1 24 | $-0.04 | $-1.48 |
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 | $6.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.7B | $4.6B |
| 总资产 | $5.5B | $14.9B |
| 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PINSRIVN
| Q4 25 | $969.3M | $6.1B | ||
| Q3 25 | $1.1B | $7.1B | ||
| Q2 25 | $1.2B | $7.5B | ||
| Q1 25 | $1.3B | $7.2B | ||
| Q4 24 | $1.1B | $7.7B | ||
| Q3 24 | $1.0B | $6.7B | ||
| Q2 24 | $1.4B | $7.9B | ||
| Q1 24 | $1.6B | $7.9B |
总债务PINSRIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $5.5B | ||
| Q1 24 | — | $4.4B |
股东权益PINSRIVN
| Q4 25 | $4.7B | $4.6B | ||
| Q3 25 | $4.8B | $5.1B | ||
| Q2 25 | $4.8B | $6.1B | ||
| Q1 25 | $4.7B | $6.2B | ||
| Q4 24 | $4.8B | $6.6B | ||
| Q3 24 | $2.9B | $5.9B | ||
| Q2 24 | $3.2B | $6.8B | ||
| Q1 24 | $3.1B | $8.1B |
总资产PINSRIVN
| Q4 25 | $5.5B | $14.9B | ||
| Q3 25 | $5.5B | $15.2B | ||
| Q2 25 | $5.4B | $15.6B | ||
| Q1 25 | $5.3B | $15.5B | ||
| Q4 24 | $5.3B | $15.4B | ||
| Q3 24 | $3.5B | $14.3B | ||
| Q2 24 | $3.7B | $15.4B | ||
| Q1 24 | $3.7B | $15.7B |
负债/权益比PINSRIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.81× | ||
| Q1 24 | — | 0.55× |
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 | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | $380.4M | $-1.1B |
| 自由现金流率自由现金流/营收 | 28.8% | -89.0% |
| 资本支出强度资本支出/营收 | 0.8% | 36.0% |
| 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 | $-2.5B |
8季度趋势，按日历期对齐
经营现金流PINSRIVN
| Q4 25 | $391.2M | $-681.0M | ||
| Q3 25 | $321.7M | $26.0M | ||
| Q2 25 | $207.7M | $64.0M | ||
| Q1 25 | $363.7M | $-188.0M | ||
| Q4 24 | $254.0M | $1.2B | ||
| Q3 24 | $248.0M | $-876.0M | ||
| Q2 24 | $106.4M | $-754.0M | ||
| Q1 24 | $356.1M | $-1.3B |
自由现金流PINSRIVN
| Q4 25 | $380.4M | $-1.1B | ||
| Q3 25 | $318.4M | $-421.0M | ||
| Q2 25 | $196.7M | $-398.0M | ||
| Q1 25 | $356.4M | $-526.0M | ||
| Q4 24 | $250.2M | $856.0M | ||
| Q3 24 | $244.1M | $-1.2B | ||
| Q2 24 | $101.6M | $-1.0B | ||
| Q1 24 | $344.0M | $-1.5B |
自由现金流率PINSRIVN
| Q4 25 | 28.8% | -89.0% | ||
| Q3 25 | 30.3% | -27.0% | ||
| Q2 25 | 19.7% | -30.5% | ||
| Q1 25 | 41.7% | -42.4% | ||
| Q4 24 | 21.7% | 49.4% | ||
| Q3 24 | 27.2% | -131.9% | ||
| Q2 24 | 11.9% | -89.6% | ||
| Q1 24 | 46.5% | -126.5% |
资本支出强度PINSRIVN
| Q4 25 | 0.8% | 36.0% | ||
| Q3 25 | 0.3% | 28.7% | ||
| Q2 25 | 1.1% | 35.5% | ||
| Q1 25 | 0.9% | 27.3% | ||
| Q4 24 | 0.3% | 18.9% | ||
| Q3 24 | 0.4% | 31.7% | ||
| Q2 24 | 0.6% | 24.4% | ||
| Q1 24 | 1.6% | 21.1% |
现金转化率PINSRIVN
| Q4 25 | 1.41× | — | ||
| Q3 25 | 3.49× | — | ||
| Q2 25 | 5.36× | — | ||
| Q1 25 | 40.77× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 8.12× | — | ||
| Q2 24 | 11.98× | — | ||
| Q1 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% |
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
