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PINTEREST, INC.(PINS)与瑞思迈(RMD)财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是PINTEREST, INC.的1.1倍($1.4B vs $1.3B),瑞思迈净利率更高(27.6% vs 21.0%,领先6.6%),PINTEREST, INC.同比增速更快(14.3% vs 11.0%),过去两年PINTEREST, INC.的营收复合增速更高(33.5% vs 7.9%)
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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业,主打可接入云端的呼吸类医疗设备,用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病,新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
PINS vs RMD — 直观对比
营收规模更大
RMD
是对方的1.1倍
$1.3B
营收增速更快
PINS
高出3.3%
11.0%
净利率更高
RMD
高出6.6%
21.0%
两年增速更快
PINS
近两年复合增速
7.9%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $1.4B |
| 净利润 | $277.1M | $392.6M |
| 毛利率 | 82.8% | 61.8% |
| 营业利润率 | 22.8% | 34.6% |
| 净利率 | 21.0% | 27.6% |
| 营收同比 | 14.3% | 11.0% |
| 净利润同比 | -85.0% | 13.9% |
| 每股收益(稀释后) | $0.41 | $2.68 |
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
RMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.0B | $1.3B | ||
| Q2 25 | $998.2M | $1.3B | ||
| Q1 25 | $855.0M | $1.3B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $898.4M | $1.2B | ||
| Q2 24 | $853.7M | $1.2B |
净利润
PINS
RMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $277.1M | $392.6M | ||
| Q3 25 | $92.1M | $348.5M | ||
| Q2 25 | $38.8M | $379.7M | ||
| Q1 25 | $8.9M | $365.0M | ||
| Q4 24 | $1.8B | $344.6M | ||
| Q3 24 | $30.6M | $311.4M | ||
| Q2 24 | $8.9M | $292.2M |
毛利率
PINS
RMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | 82.8% | 61.8% | ||
| Q3 25 | 79.8% | 61.5% | ||
| Q2 25 | 79.7% | 60.8% | ||
| Q1 25 | 76.7% | 59.3% | ||
| Q4 24 | 82.9% | 58.6% | ||
| Q3 24 | 79.1% | 58.6% | ||
| Q2 24 | 78.3% | 58.5% |
营业利润率
PINS
RMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 22.8% | 34.6% | ||
| Q3 25 | 5.6% | 33.4% | ||
| Q2 25 | -0.4% | 33.7% | ||
| Q1 25 | -4.1% | 33.0% | ||
| Q4 24 | 22.7% | 32.5% | ||
| Q3 24 | -0.7% | 31.6% | ||
| Q2 24 | -2.5% | 31.2% |
净利率
PINS
RMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 21.0% | 27.6% | ||
| Q3 25 | 8.8% | 26.1% | ||
| Q2 25 | 3.9% | 28.2% | ||
| Q1 25 | 1.0% | 28.3% | ||
| Q4 24 | 160.1% | 26.9% | ||
| Q3 24 | 3.4% | 25.4% | ||
| Q2 24 | 1.0% | 23.9% |
每股收益(稀释后)
PINS
RMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $0.41 | $2.68 | ||
| Q3 25 | $0.13 | $2.37 | ||
| Q2 25 | $0.06 | $2.58 | ||
| Q1 25 | $0.01 | $2.48 | ||
| Q4 24 | $2.66 | $2.34 | ||
| Q3 24 | $0.04 | $2.11 | ||
| Q2 24 | $0.01 | $1.97 |
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 | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $4.7B | $6.3B |
| 总资产 | $5.5B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.11× |
8季度趋势,按日历期对齐
现金及短期投资
PINS
RMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $969.3M | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.3B | $932.7M | ||
| Q4 24 | $1.1B | $521.9M | ||
| Q3 24 | $1.0B | $426.4M | ||
| Q2 24 | $1.4B | $238.4M |
总债务
PINS
RMD
| Q2 26 | — | $663.8M | ||
| Q4 25 | — | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M | ||
| Q2 24 | — | $697.3M |
股东权益
PINS
RMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $4.7B | $6.3B | ||
| Q3 25 | $4.8B | $6.1B | ||
| Q2 25 | $4.8B | $6.0B | ||
| Q1 25 | $4.7B | $5.5B | ||
| Q4 24 | $4.8B | $5.3B | ||
| Q3 24 | $2.9B | $5.2B | ||
| Q2 24 | $3.2B | $4.9B |
总资产
PINS
RMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $5.5B | $8.5B | ||
| Q3 25 | $5.5B | $8.3B | ||
| Q2 25 | $5.4B | $8.2B | ||
| Q1 25 | $5.3B | $7.6B | ||
| Q4 24 | $5.3B | $7.1B | ||
| Q3 24 | $3.5B | $7.2B | ||
| Q2 24 | $3.7B | $6.9B |
负债/权益比
PINS
RMD
| Q2 26 | — | 0.11× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× |
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
PINS
RMD
| Q2 26 | — | — | ||
| Q4 25 | $391.2M | $339.7M | ||
| Q3 25 | $321.7M | $457.3M | ||
| Q2 25 | $207.7M | $538.8M | ||
| Q1 25 | $363.7M | $578.7M | ||
| Q4 24 | $254.0M | $308.6M | ||
| Q3 24 | $248.0M | $325.5M | ||
| Q2 24 | $106.4M | $440.1M |
自由现金流
PINS
RMD
| Q2 26 | — | — | ||
| Q4 25 | $380.4M | $311.2M | ||
| Q3 25 | $318.4M | $414.4M | ||
| Q2 25 | $196.7M | $508.2M | ||
| Q1 25 | $356.4M | $557.9M | ||
| Q4 24 | $250.2M | $288.0M | ||
| Q3 24 | $244.1M | $307.7M | ||
| Q2 24 | $101.6M | $415.2M |
自由现金流率
PINS
RMD
| Q2 26 | — | — | ||
| Q4 25 | 28.8% | 21.9% | ||
| Q3 25 | 30.3% | 31.0% | ||
| Q2 25 | 19.7% | 37.7% | ||
| Q1 25 | 41.7% | 43.2% | ||
| Q4 24 | 21.7% | 22.5% | ||
| Q3 24 | 27.2% | 25.1% | ||
| Q2 24 | 11.9% | 33.9% |
资本支出强度
PINS
RMD
| Q2 26 | — | — | ||
| Q4 25 | 0.8% | 2.0% | ||
| Q3 25 | 0.3% | 3.2% | ||
| Q2 25 | 1.1% | 2.3% | ||
| Q1 25 | 0.9% | 1.6% | ||
| Q4 24 | 0.3% | 1.6% | ||
| Q3 24 | 0.4% | 1.5% | ||
| Q2 24 | 0.6% | 2.0% |
现金转化率
PINS
RMD
| Q2 26 | — | — | ||
| Q4 25 | 1.41× | 0.87× | ||
| Q3 25 | 3.49× | 1.31× | ||
| Q2 25 | 5.36× | 1.42× | ||
| Q1 25 | 40.77× | 1.59× | ||
| Q4 24 | 0.14× | 0.90× | ||
| Q3 24 | 8.12× | 1.05× | ||
| Q2 24 | 11.98× | 1.51× |
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% |
RMD
暂无分部数据