vs
PINTEREST, INC.(PINS)与Tempus AI, Inc.(TEM)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Tempus AI, Inc.的3.6倍($1.3B vs $367.2M)。PINTEREST, INC.净利率更高(21.0% vs -14.8%,领先35.8%)。Tempus AI, Inc.同比增速更快(83.0% vs 14.3%)。PINTEREST, INC.自由现金流更多($380.4M vs $-41.5M)。过去两年Tempus AI, Inc.的营收复合增速更高(58.7% vs 33.5%)
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。
Tempus AI是2015年由埃里克·莱夫科夫斯基在美国伊利诺伊州芝加哥创立的医疗科技企业,创立契机源于其妻子确诊乳腺癌。公司依托数据与人工智能技术,为肿瘤、心脏病、放射医学、抑郁症等领域提供包含诊断在内的精准医疗服务,2024年6月14日于纳斯达克上市,股票代码为TEM。
PINS vs TEM — 直观对比
营收规模更大
PINS
是对方的3.6倍
$367.2M
营收增速更快
TEM
高出68.7%
14.3%
净利率更高
PINS
高出35.8%
-14.8%
自由现金流更多
PINS
多$421.9M
$-41.5M
两年增速更快
TEM
近两年复合增速
33.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $367.2M |
| 净利润 | $277.1M | $-54.2M |
| 毛利率 | 82.8% | — |
| 营业利润率 | 22.8% | -16.7% |
| 净利率 | 21.0% | -14.8% |
| 营收同比 | 14.3% | 83.0% |
| 净利润同比 | -85.0% | -316.2% |
| 每股收益(稀释后) | $0.41 | $-0.30 |
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
TEM
| Q4 25 | $1.3B | $367.2M | ||
| Q3 25 | $1.0B | $334.2M | ||
| Q2 25 | $998.2M | $314.6M | ||
| Q1 25 | $855.0M | $255.7M | ||
| Q4 24 | $1.2B | $200.7M | ||
| Q3 24 | $898.4M | $180.9M | ||
| Q2 24 | $853.7M | $166.0M | ||
| Q1 24 | $740.0M | $145.8M |
净利润
PINS
TEM
| Q4 25 | $277.1M | $-54.2M | ||
| Q3 25 | $92.1M | $-80.0M | ||
| Q2 25 | $38.8M | $-42.8M | ||
| Q1 25 | $8.9M | $-68.0M | ||
| Q4 24 | $1.8B | $-13.0M | ||
| Q3 24 | $30.6M | $-75.8M | ||
| Q2 24 | $8.9M | $-552.2M | ||
| Q1 24 | $-24.8M | $-64.7M |
毛利率
PINS
TEM
| 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% | — | ||
| Q1 24 | 75.5% | — |
营业利润率
PINS
TEM
| Q4 25 | 22.8% | -16.7% | ||
| Q3 25 | 5.6% | -18.3% | ||
| Q2 25 | -0.4% | -19.6% | ||
| Q1 25 | -4.1% | -26.9% | ||
| Q4 24 | 22.7% | -25.3% | ||
| Q3 24 | -0.7% | -29.6% | ||
| Q2 24 | -2.5% | -321.4% | ||
| Q1 24 | -7.4% | -36.5% |
净利率
PINS
TEM
| Q4 25 | 21.0% | -14.8% | ||
| Q3 25 | 8.8% | -23.9% | ||
| Q2 25 | 3.9% | -13.6% | ||
| Q1 25 | 1.0% | -26.6% | ||
| Q4 24 | 160.1% | -6.5% | ||
| Q3 24 | 3.4% | -41.9% | ||
| Q2 24 | 1.0% | -332.7% | ||
| Q1 24 | -3.4% | -44.4% |
每股收益(稀释后)
PINS
TEM
| Q4 25 | $0.41 | $-0.30 | ||
| Q3 25 | $0.13 | $-0.46 | ||
| Q2 25 | $0.06 | $-0.25 | ||
| Q1 25 | $0.01 | $-0.40 | ||
| Q4 24 | $2.66 | $2.56 | ||
| Q3 24 | $0.04 | $-0.46 | ||
| Q2 24 | $0.01 | $-6.86 | ||
| Q1 24 | $-0.04 | $-1.47 |
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 | $969.3M | $604.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.7B | $491.3M |
| 总资产 | $5.5B | $2.3B |
| 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
TEM
| Q4 25 | $969.3M | $604.8M | ||
| Q3 25 | $1.1B | $655.9M | ||
| Q2 25 | $1.2B | $186.3M | ||
| Q1 25 | $1.3B | $151.6M | ||
| Q4 24 | $1.1B | $341.0M | ||
| Q3 24 | $1.0B | $388.0M | ||
| Q2 24 | $1.4B | $478.8M | ||
| Q1 24 | $1.6B | $79.9M |
股东权益
PINS
TEM
| Q4 25 | $4.7B | $491.3M | ||
| Q3 25 | $4.8B | $507.8M | ||
| Q2 25 | $4.8B | $309.6M | ||
| Q1 25 | $4.7B | $326.2M | ||
| Q4 24 | $4.8B | $56.3M | ||
| Q3 24 | $2.9B | $53.7M | ||
| Q2 24 | $3.2B | $98.3M | ||
| Q1 24 | $3.1B | $-1.5B |
总资产
PINS
TEM
| Q4 25 | $5.5B | $2.3B | ||
| Q3 25 | $5.5B | $2.3B | ||
| Q2 25 | $5.4B | $1.6B | ||
| Q1 25 | $5.3B | $1.5B | ||
| Q4 24 | $5.3B | $926.1M | ||
| Q3 24 | $3.5B | $971.7M | ||
| Q2 24 | $3.7B | $864.6M | ||
| Q1 24 | $3.7B | — |
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 | $-36.8M |
| 自由现金流经营现金流 - 资本支出 | $380.4M | $-41.5M |
| 自由现金流率自由现金流/营收 | 28.8% | -11.3% |
| 资本支出强度资本支出/营收 | 0.8% | 1.3% |
| 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 | $-239.1M |
8季度趋势,按日历期对齐
经营现金流
PINS
TEM
| Q4 25 | $391.2M | $-36.8M | ||
| Q3 25 | $321.7M | $-119.8M | ||
| Q2 25 | $207.7M | $44.2M | ||
| Q1 25 | $363.7M | $-105.6M | ||
| Q4 24 | $254.0M | — | ||
| Q3 24 | $248.0M | $48.7M | ||
| Q2 24 | $106.4M | $-97.1M | ||
| Q1 24 | $356.1M | $-101.4M |
自由现金流
PINS
TEM
| Q4 25 | $380.4M | $-41.5M | ||
| Q3 25 | $318.4M | $-126.5M | ||
| Q2 25 | $196.7M | $36.6M | ||
| Q1 25 | $356.4M | $-107.7M | ||
| Q4 24 | $250.2M | — | ||
| Q3 24 | $244.1M | $48.6M | ||
| Q2 24 | $101.6M | $-105.1M | ||
| Q1 24 | $344.0M | $-107.5M |
自由现金流率
PINS
TEM
| Q4 25 | 28.8% | -11.3% | ||
| Q3 25 | 30.3% | -37.9% | ||
| Q2 25 | 19.7% | 11.6% | ||
| Q1 25 | 41.7% | -42.1% | ||
| Q4 24 | 21.7% | — | ||
| Q3 24 | 27.2% | 26.9% | ||
| Q2 24 | 11.9% | -63.3% | ||
| Q1 24 | 46.5% | -73.7% |
资本支出强度
PINS
TEM
| Q4 25 | 0.8% | 1.3% | ||
| Q3 25 | 0.3% | 2.0% | ||
| Q2 25 | 1.1% | 2.4% | ||
| Q1 25 | 0.9% | 0.8% | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.4% | 0.0% | ||
| Q2 24 | 0.6% | 4.8% | ||
| Q1 24 | 1.6% | 4.2% |
现金转化率
PINS
TEM
| 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