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PINTEREST, INC.（PINS）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
PINTEREST, INC.的季度营收约是森萨塔科技的1.1倍（$1.0B vs $934.8M），森萨塔科技净利率更高（9.3% vs -7.3%，领先16.6%），PINTEREST, INC.同比增速更快（17.8% vs 2.6%），PINTEREST, INC.自由现金流更多（$311.7M vs $104.6M），过去两年PINTEREST, INC.的营收复合增速更高（8.6% vs -5.0%）
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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
PINS vs ST — 直观对比
营收规模更大
PINS
是对方的1.1倍
$934.8M
营收增速更快
PINS
高出15.3%
2.6%
净利率更高
ST
高出16.6%
-7.3%
自由现金流更多
PINS
多$207.1M
$104.6M
两年增速更快
PINS
近两年复合增速
-5.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $934.8M |
| 净利润 | $-73.6M | $87.1M |
| 毛利率 | 76.3% | 30.6% |
| 营业利润率 | -8.0% | 15.1% |
| 净利率 | -7.3% | 9.3% |
| 营收同比 | 17.8% | 2.6% |
| 净利润同比 | — | 24.6% |
| 每股收益（稀释后） | $-0.12 | $0.59 |
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PINSST
| Q1 26 | $1.0B | $934.8M | ||
| Q4 25 | $1.3B | $917.9M | ||
| Q3 25 | $1.0B | $932.0M | ||
| Q2 25 | $998.2M | $943.4M | ||
| Q1 25 | $855.0M | $911.3M | ||
| Q4 24 | $1.2B | $907.7M | ||
| Q3 24 | $898.4M | $982.8M | ||
| Q2 24 | $853.7M | $1.0B |
净利润PINSST
| Q1 26 | $-73.6M | $87.1M | ||
| Q4 25 | $277.1M | $63.2M | ||
| Q3 25 | $92.1M | $-162.5M | ||
| Q2 25 | $38.8M | $60.7M | ||
| Q1 25 | $8.9M | $69.9M | ||
| Q4 24 | $1.8B | $5.8M | ||
| Q3 24 | $30.6M | $-25.0M | ||
| Q2 24 | $8.9M | $71.7M |
毛利率PINSST
| Q1 26 | 76.3% | 30.6% | ||
| Q4 25 | 82.8% | 29.0% | ||
| Q3 25 | 79.8% | 27.8% | ||
| Q2 25 | 79.7% | 30.3% | ||
| Q1 25 | 76.7% | 29.9% | ||
| Q4 24 | 82.9% | 27.1% | ||
| Q3 24 | 79.1% | 28.6% | ||
| Q2 24 | 78.3% | 30.0% |
营业利润率PINSST
| Q1 26 | -8.0% | 15.1% | ||
| Q4 25 | 22.8% | 10.9% | ||
| Q3 25 | 5.6% | -13.2% | ||
| Q2 25 | -0.4% | 14.6% | ||
| Q1 25 | -4.1% | 13.4% | ||
| Q4 24 | 22.7% | 8.1% | ||
| Q3 24 | -0.7% | -20.3% | ||
| Q2 24 | -2.5% | 12.5% |
净利率PINSST
| Q1 26 | -7.3% | 9.3% | ||
| Q4 25 | 21.0% | 6.9% | ||
| Q3 25 | 8.8% | -17.4% | ||
| Q2 25 | 3.9% | 6.4% | ||
| Q1 25 | 1.0% | 7.7% | ||
| Q4 24 | 160.1% | 0.6% | ||
| Q3 24 | 3.4% | -2.5% | ||
| Q2 24 | 1.0% | 6.9% |
每股收益（稀释后）PINSST
| Q1 26 | $-0.12 | $0.59 | ||
| Q4 25 | $0.41 | $0.45 | ||
| Q3 25 | $0.13 | $-1.12 | ||
| Q2 25 | $0.06 | $0.41 | ||
| Q1 25 | $0.01 | $0.47 | ||
| Q4 24 | $2.66 | $0.05 | ||
| Q3 24 | $0.04 | $-0.17 | ||
| Q2 24 | $0.01 | $0.47 |
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 | $635.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $2.9B |
| 总资产 | $4.6B | $6.8B |
| 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PINSST
| Q1 26 | $378.1M | $635.1M | ||
| Q4 25 | $969.3M | $573.0M | ||
| Q3 25 | $1.1B | $791.3M | ||
| Q2 25 | $1.2B | $661.8M | ||
| Q1 25 | $1.3B | $588.1M | ||
| Q4 24 | $1.1B | $593.7M | ||
| Q3 24 | $1.0B | $506.2M | ||
| Q2 24 | $1.4B | $1.0B |
总债务PINSST
| Q1 26 | — | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益PINSST
| Q1 26 | $2.9B | $2.9B | ||
| Q4 25 | $4.7B | $2.8B | ||
| Q3 25 | $4.8B | $2.7B | ||
| Q2 25 | $4.8B | $2.9B | ||
| Q1 25 | $4.7B | $2.8B | ||
| Q4 24 | $4.8B | $2.9B | ||
| Q3 24 | $2.9B | $3.0B | ||
| Q2 24 | $3.2B | $3.0B |
总资产PINSST
| Q1 26 | $4.6B | $6.8B | ||
| Q4 25 | $5.5B | $6.8B | ||
| Q3 25 | $5.5B | $7.1B | ||
| Q2 25 | $5.4B | $7.3B | ||
| Q1 25 | $5.3B | $7.2B | ||
| Q4 24 | $5.3B | $7.1B | ||
| Q3 24 | $3.5B | $7.3B | ||
| Q2 24 | $3.7B | $8.2B |
负债/权益比PINSST
| Q1 26 | — | — | ||
| Q4 25 | — | 1.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $122.5M |
| 自由现金流经营现金流 - 资本支出 | $311.7M | $104.6M |
| 自由现金流率自由现金流/营收 | 30.9% | 11.2% |
| 资本支出强度资本支出/营收 | — | — |
| 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 | $1.2B | $508.3M |
8季度趋势，按日历期对齐
经营现金流PINSST
| Q1 26 | $328.0M | $122.5M | ||
| Q4 25 | $391.2M | $201.5M | ||
| Q3 25 | $321.7M | $159.9M | ||
| Q2 25 | $207.7M | $140.9M | ||
| Q1 25 | $363.7M | $119.2M | ||
| Q4 24 | $254.0M | $170.7M | ||
| Q3 24 | $248.0M | $130.9M | ||
| Q2 24 | $106.4M | $143.5M |
自由现金流PINSST
| Q1 26 | $311.7M | $104.6M | ||
| Q4 25 | $380.4M | $151.9M | ||
| Q3 25 | $318.4M | $136.2M | ||
| Q2 25 | $196.7M | $115.5M | ||
| Q1 25 | $356.4M | $86.6M | ||
| Q4 24 | $250.2M | $138.9M | ||
| Q3 24 | $244.1M | $91.3M | ||
| Q2 24 | $101.6M | $98.4M |
自由现金流率PINSST
| Q1 26 | 30.9% | 11.2% | ||
| Q4 25 | 28.8% | 16.6% | ||
| Q3 25 | 30.3% | 14.6% | ||
| Q2 25 | 19.7% | 12.2% | ||
| Q1 25 | 41.7% | 9.5% | ||
| Q4 24 | 21.7% | 15.3% | ||
| Q3 24 | 27.2% | 9.3% | ||
| Q2 24 | 11.9% | 9.5% |
资本支出强度PINSST
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 5.4% | ||
| Q3 25 | 0.3% | 2.5% | ||
| Q2 25 | 1.1% | 2.7% | ||
| Q1 25 | 0.9% | 3.6% | ||
| Q4 24 | 0.3% | 3.5% | ||
| Q3 24 | 0.4% | 4.0% | ||
| Q2 24 | 0.6% | 4.4% |
现金转化率PINSST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 1.41× | 3.19× | ||
| Q3 25 | 3.49× | — | ||
| Q2 25 | 5.36× | 2.32× | ||
| Q1 25 | 40.77× | 1.70× | ||
| Q4 24 | 0.14× | 29.50× | ||
| Q3 24 | 8.12× | — | ||
| Q2 24 | 11.98× | 2.00× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
