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PINTEREST, INC.(PINS)与Rackspace Technology, Inc.(RXT)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Rackspace Technology, Inc.的1.9倍($1.3B vs $682.8M),PINTEREST, INC.净利率更高(21.0% vs -4.8%,领先25.8%),PINTEREST, INC.同比增速更快(14.3% vs -0.4%),PINTEREST, INC.自由现金流更多($380.4M vs $56.0M),过去两年PINTEREST, INC.的营收复合增速更高(33.5% vs -0.6%)
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业,在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处,数据中心分布于全球多个主要城市,为客户提供专业的云计算相关服务。
PINS vs RXT — 直观对比
营收规模更大
PINS
是对方的1.9倍
$682.8M
营收增速更快
PINS
高出14.7%
-0.4%
净利率更高
PINS
高出25.8%
-4.8%
自由现金流更多
PINS
多$324.4M
$56.0M
两年增速更快
PINS
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $682.8M |
| 净利润 | $277.1M | $-32.7M |
| 毛利率 | 82.8% | 17.6% |
| 营业利润率 | 22.8% | -0.5% |
| 净利率 | 21.0% | -4.8% |
| 营收同比 | 14.3% | -0.4% |
| 净利润同比 | -85.0% | 41.6% |
| 每股收益(稀释后) | $0.41 | $-0.13 |
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
RXT
| Q4 25 | $1.3B | $682.8M | ||
| Q3 25 | $1.0B | $671.2M | ||
| Q2 25 | $998.2M | $666.3M | ||
| Q1 25 | $855.0M | $665.4M | ||
| Q4 24 | $1.2B | $685.6M | ||
| Q3 24 | $898.4M | $675.8M | ||
| Q2 24 | $853.7M | $684.9M | ||
| Q1 24 | $740.0M | $690.8M |
净利润
PINS
RXT
| Q4 25 | $277.1M | $-32.7M | ||
| Q3 25 | $92.1M | $-67.1M | ||
| Q2 25 | $38.8M | $-54.5M | ||
| Q1 25 | $8.9M | $-71.5M | ||
| Q4 24 | $1.8B | $-56.0M | ||
| Q3 24 | $30.6M | $-186.6M | ||
| Q2 24 | $8.9M | $25.0M | ||
| Q1 24 | $-24.8M | $-640.6M |
毛利率
PINS
RXT
| Q4 25 | 82.8% | 17.6% | ||
| Q3 25 | 79.8% | 19.4% | ||
| Q2 25 | 79.7% | 19.4% | ||
| Q1 25 | 76.7% | 19.1% | ||
| Q4 24 | 82.9% | 19.2% | ||
| Q3 24 | 79.1% | 20.3% | ||
| Q2 24 | 78.3% | 19.2% | ||
| Q1 24 | 75.5% | 19.2% |
营业利润率
PINS
RXT
| Q4 25 | 22.8% | -0.5% | ||
| Q3 25 | 5.6% | -5.1% | ||
| Q2 25 | -0.4% | -3.8% | ||
| Q1 25 | -4.1% | -5.8% | ||
| Q4 24 | 22.7% | -4.2% | ||
| Q3 24 | -0.7% | -25.7% | ||
| Q2 24 | -2.5% | -7.9% | ||
| Q1 24 | -7.4% | -94.5% |
净利率
PINS
RXT
| Q4 25 | 21.0% | -4.8% | ||
| Q3 25 | 8.8% | -10.0% | ||
| Q2 25 | 3.9% | -8.2% | ||
| Q1 25 | 1.0% | -10.7% | ||
| Q4 24 | 160.1% | -8.2% | ||
| Q3 24 | 3.4% | -27.6% | ||
| Q2 24 | 1.0% | 3.7% | ||
| Q1 24 | -3.4% | -92.7% |
每股收益(稀释后)
PINS
RXT
| Q4 25 | $0.41 | $-0.13 | ||
| Q3 25 | $0.13 | $-0.28 | ||
| Q2 25 | $0.06 | $-0.23 | ||
| Q1 25 | $0.01 | $-0.31 | ||
| Q4 24 | $2.66 | $-0.20 | ||
| Q3 24 | $0.04 | $-0.82 | ||
| Q2 24 | $0.01 | $0.11 | ||
| Q1 24 | $-0.04 | $-2.91 |
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 | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $4.7B | $-1.2B |
| 总资产 | $5.5B | $2.8B |
| 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
RXT
| Q4 25 | $969.3M | $105.8M | ||
| Q3 25 | $1.1B | $99.5M | ||
| Q2 25 | $1.2B | $103.9M | ||
| Q1 25 | $1.3B | $128.0M | ||
| Q4 24 | $1.1B | $144.0M | ||
| Q3 24 | $1.0B | $157.1M | ||
| Q2 24 | $1.4B | $190.2M | ||
| Q1 24 | $1.6B | $282.6M |
总债务
PINS
RXT
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $3.0B |
股东权益
PINS
RXT
| Q4 25 | $4.7B | $-1.2B | ||
| Q3 25 | $4.8B | $-1.2B | ||
| Q2 25 | $4.8B | $-1.1B | ||
| Q1 25 | $4.7B | $-1.1B | ||
| Q4 24 | $4.8B | $-1.0B | ||
| Q3 24 | $2.9B | $-949.7M | ||
| Q2 24 | $3.2B | $-756.2M | ||
| Q1 24 | $3.1B | $-787.2M |
总资产
PINS
RXT
| Q4 25 | $5.5B | $2.8B | ||
| Q3 25 | $5.5B | $2.8B | ||
| Q2 25 | $5.4B | $2.9B | ||
| Q1 25 | $5.3B | $3.0B | ||
| Q4 24 | $5.3B | $3.1B | ||
| Q3 24 | $3.5B | $3.1B | ||
| Q2 24 | $3.7B | $3.4B | ||
| Q1 24 | $3.7B | $3.5B |
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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $380.4M | $56.0M |
| 自由现金流率自由现金流/营收 | 28.8% | 8.2% |
| 资本支出强度资本支出/营收 | 0.8% | 0.5% |
| 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 | $90.6M |
8季度趋势,按日历期对齐
经营现金流
PINS
RXT
| Q4 25 | $391.2M | $59.7M | ||
| Q3 25 | $321.7M | $70.7M | ||
| Q2 25 | $207.7M | $8.4M | ||
| Q1 25 | $363.7M | $12.6M | ||
| Q4 24 | $254.0M | $54.3M | ||
| Q3 24 | $248.0M | $51.8M | ||
| Q2 24 | $106.4M | $24.1M | ||
| Q1 24 | $356.1M | $-90.3M |
自由现金流
PINS
RXT
| Q4 25 | $380.4M | $56.0M | ||
| Q3 25 | $318.4M | $42.7M | ||
| Q2 25 | $196.7M | $-12.4M | ||
| Q1 25 | $356.4M | $4.3M | ||
| Q4 24 | $250.2M | $34.4M | ||
| Q3 24 | $244.1M | $27.3M | ||
| Q2 24 | $101.6M | $-14.5M | ||
| Q1 24 | $344.0M | $-118.4M |
自由现金流率
PINS
RXT
| Q4 25 | 28.8% | 8.2% | ||
| Q3 25 | 30.3% | 6.4% | ||
| Q2 25 | 19.7% | -1.9% | ||
| Q1 25 | 41.7% | 0.6% | ||
| Q4 24 | 21.7% | 5.0% | ||
| Q3 24 | 27.2% | 4.0% | ||
| Q2 24 | 11.9% | -2.1% | ||
| Q1 24 | 46.5% | -17.1% |
资本支出强度
PINS
RXT
| Q4 25 | 0.8% | 0.5% | ||
| Q3 25 | 0.3% | 4.2% | ||
| Q2 25 | 1.1% | 3.1% | ||
| Q1 25 | 0.9% | 1.2% | ||
| Q4 24 | 0.3% | 2.9% | ||
| Q3 24 | 0.4% | 3.6% | ||
| Q2 24 | 0.6% | 5.6% | ||
| Q1 24 | 1.6% | 4.1% |
现金转化率
PINS
RXT
| 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× | 0.96× | ||
| 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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |