vs
PINTEREST, INC.(PINS)与威德福国际(WFRD)财务数据对比。点击上方公司名可切换其他公司
PINTEREST, INC.的季度营收约是威德福国际的1.1倍($1.3B vs $1.2B),PINTEREST, INC.净利率更高(21.0% vs 9.5%,领先11.5%),PINTEREST, INC.同比增速更快(14.3% vs -8.3%),PINTEREST, INC.自由现金流更多($380.4M vs $85.0M),过去两年PINTEREST, INC.的营收复合增速更高(33.5% vs -9.5%)
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。
威德福国际是一家美国跨国油田服务企业,总部位于美国,业务覆盖全球75个国家的油气产区,为油气井的钻探、评估、完井、生产及修井作业提供专业技术设备与相关服务,在全球油田服务领域拥有广泛布局。
PINS vs WFRD — 直观对比
营收规模更大
PINS
是对方的1.1倍
$1.2B
营收增速更快
PINS
高出22.6%
-8.3%
净利率更高
PINS
高出11.5%
9.5%
自由现金流更多
PINS
多$295.4M
$85.0M
两年增速更快
PINS
近两年复合增速
-9.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $1.2B |
| 净利润 | $277.1M | $109.0M |
| 毛利率 | 82.8% | — |
| 营业利润率 | 22.8% | 10.7% |
| 净利率 | 21.0% | 9.5% |
| 营收同比 | 14.3% | -8.3% |
| 净利润同比 | -85.0% | -21.6% |
| 每股收益(稀释后) | $0.41 | $1.49 |
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
WFRD
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.3B | $1.3B | ||
| Q3 25 | $1.0B | $1.2B | ||
| Q2 25 | $998.2M | $1.2B | ||
| Q1 25 | $855.0M | $1.2B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $898.4M | $1.4B | ||
| Q2 24 | $853.7M | $1.4B |
净利润
PINS
WFRD
| Q1 26 | — | $109.0M | ||
| Q4 25 | $277.1M | $138.0M | ||
| Q3 25 | $92.1M | $81.0M | ||
| Q2 25 | $38.8M | $136.0M | ||
| Q1 25 | $8.9M | $76.0M | ||
| Q4 24 | $1.8B | $112.0M | ||
| Q3 24 | $30.6M | $157.0M | ||
| Q2 24 | $8.9M | $125.0M |
毛利率
PINS
WFRD
| Q1 26 | — | — | ||
| 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% | — |
营业利润率
PINS
WFRD
| Q1 26 | — | 10.7% | ||
| Q4 25 | 22.8% | 15.4% | ||
| Q3 25 | 5.6% | 14.4% | ||
| Q2 25 | -0.4% | 19.7% | ||
| Q1 25 | -4.1% | 11.9% | ||
| Q4 24 | 22.7% | 14.8% | ||
| Q3 24 | -0.7% | 17.2% | ||
| Q2 24 | -2.5% | 18.8% |
净利率
PINS
WFRD
| Q1 26 | — | 9.5% | ||
| Q4 25 | 21.0% | 10.7% | ||
| Q3 25 | 8.8% | 6.6% | ||
| Q2 25 | 3.9% | 11.3% | ||
| Q1 25 | 1.0% | 6.4% | ||
| Q4 24 | 160.1% | 8.4% | ||
| Q3 24 | 3.4% | 11.1% | ||
| Q2 24 | 1.0% | 8.9% |
每股收益(稀释后)
PINS
WFRD
| Q1 26 | — | $1.49 | ||
| Q4 25 | $0.41 | $1.91 | ||
| Q3 25 | $0.13 | $1.12 | ||
| Q2 25 | $0.06 | $1.87 | ||
| Q1 25 | $0.01 | $1.03 | ||
| Q4 24 | $2.66 | $1.53 | ||
| Q3 24 | $0.04 | $2.06 | ||
| Q2 24 | $0.01 | $1.66 |
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 | $1.0B |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $4.7B | $1.8B |
| 总资产 | $5.5B | — |
| 负债/权益比越低杠杆越低 | — | 0.84× |
8季度趋势,按日历期对齐
现金及短期投资
PINS
WFRD
| Q1 26 | — | $1.0B | ||
| Q4 25 | $969.3M | $987.0M | ||
| Q3 25 | $1.1B | $967.0M | ||
| Q2 25 | $1.2B | $943.0M | ||
| Q1 25 | $1.3B | $873.0M | ||
| Q4 24 | $1.1B | $916.0M | ||
| Q3 24 | $1.0B | $920.0M | ||
| Q2 24 | $1.4B | $862.0M |
总债务
PINS
WFRD
| Q1 26 | — | $1.5B | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B |
股东权益
PINS
WFRD
| Q1 26 | — | $1.8B | ||
| Q4 25 | $4.7B | $1.7B | ||
| Q3 25 | $4.8B | $1.6B | ||
| Q2 25 | $4.8B | $1.5B | ||
| Q1 25 | $4.7B | $1.4B | ||
| Q4 24 | $4.8B | $1.3B | ||
| Q3 24 | $2.9B | $1.3B | ||
| Q2 24 | $3.2B | $1.2B |
总资产
PINS
WFRD
| Q1 26 | — | — | ||
| Q4 25 | $5.5B | $5.2B | ||
| Q3 25 | $5.5B | $5.3B | ||
| Q2 25 | $5.4B | $5.1B | ||
| Q1 25 | $5.3B | $5.1B | ||
| Q4 24 | $5.3B | $5.2B | ||
| Q3 24 | $3.5B | $5.2B | ||
| Q2 24 | $3.7B | $5.1B |
负债/权益比
PINS
WFRD
| Q1 26 | — | 0.84× | ||
| Q4 25 | — | 0.86× | ||
| Q3 25 | — | 0.94× | ||
| Q2 25 | — | 1.04× | ||
| Q1 25 | — | 1.17× | ||
| Q4 24 | — | 1.26× | ||
| Q3 24 | — | 1.21× | ||
| Q2 24 | — | 1.33× |
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 | $136.0M |
| 自由现金流经营现金流 - 资本支出 | $380.4M | $85.0M |
| 自由现金流率自由现金流/营收 | 28.8% | 7.4% |
| 资本支出强度资本支出/营收 | 0.8% | 4.7% |
| 现金转化率经营现金流/净利润 | 1.41× | 1.25× |
| 过去12个月自由现金流最近4个季度 | $1.3B | $470.0M |
8季度趋势,按日历期对齐
经营现金流
PINS
WFRD
| Q1 26 | — | $136.0M | ||
| Q4 25 | $391.2M | $268.0M | ||
| Q3 25 | $321.7M | $138.0M | ||
| Q2 25 | $207.7M | $128.0M | ||
| Q1 25 | $363.7M | $142.0M | ||
| Q4 24 | $254.0M | $249.0M | ||
| Q3 24 | $248.0M | $262.0M | ||
| Q2 24 | $106.4M | $150.0M |
自由现金流
PINS
WFRD
| Q1 26 | — | $85.0M | ||
| Q4 25 | $380.4M | $217.0M | ||
| Q3 25 | $318.4M | $94.0M | ||
| Q2 25 | $196.7M | $74.0M | ||
| Q1 25 | $356.4M | $65.0M | ||
| Q4 24 | $250.2M | $149.0M | ||
| Q3 24 | $244.1M | $184.0M | ||
| Q2 24 | $101.6M | $88.0M |
自由现金流率
PINS
WFRD
| Q1 26 | — | 7.4% | ||
| Q4 25 | 28.8% | 16.8% | ||
| Q3 25 | 30.3% | 7.6% | ||
| Q2 25 | 19.7% | 6.1% | ||
| Q1 25 | 41.7% | 5.4% | ||
| Q4 24 | 21.7% | 11.1% | ||
| Q3 24 | 27.2% | 13.1% | ||
| Q2 24 | 11.9% | 6.3% |
资本支出强度
PINS
WFRD
| Q1 26 | — | 4.7% | ||
| Q4 25 | 0.8% | 4.0% | ||
| Q3 25 | 0.3% | 3.6% | ||
| Q2 25 | 1.1% | 4.5% | ||
| Q1 25 | 0.9% | 6.5% | ||
| Q4 24 | 0.3% | 7.5% | ||
| Q3 24 | 0.4% | 5.5% | ||
| Q2 24 | 0.6% | 4.4% |
现金转化率
PINS
WFRD
| Q1 26 | — | 1.25× | ||
| Q4 25 | 1.41× | 1.94× | ||
| Q3 25 | 3.49× | 1.70× | ||
| Q2 25 | 5.36× | 0.94× | ||
| Q1 25 | 40.77× | 1.87× | ||
| Q4 24 | 0.14× | 2.22× | ||
| Q3 24 | 8.12× | 1.67× | ||
| Q2 24 | 11.98× | 1.20× |
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% |
WFRD
| Middle East/North Africa/Asia | $556.0M | 48% |
| Other | $360.0M | 31% |
| Europe/Sub-Sahara Africa/Russia | $236.0M | 20% |