vs
PINTEREST, INC.(PINS)与WillScot Holdings Corp(WSC)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WillScot Holdings Corp的1.8倍($1.0B vs $566.0M),PINTEREST, INC.净利率更高(-7.3% vs -33.1%,领先25.8%),PINTEREST, INC.同比增速更快(17.8% vs -6.1%),PINTEREST, INC.自由现金流更多($311.7M vs $149.7M),过去两年PINTEREST, INC.的营收复合增速更高(8.6% vs -1.8%)
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。
WillScot Holdings Corp是北美领先的模块化空间及便携式存储服务供应商,服务覆盖建筑、商业开发、教育、医疗、政府项目、特殊活动等多个领域,为客户提供灵活可扩展的临时及半永久空间解决方案。
PINS vs WSC — 直观对比
营收规模更大
PINS
是对方的1.8倍
$566.0M
营收增速更快
PINS
高出23.9%
-6.1%
净利率更高
PINS
高出25.8%
-33.1%
自由现金流更多
PINS
多$162.0M
$149.7M
两年增速更快
PINS
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $566.0M |
| 净利润 | $-73.6M | $-187.3M |
| 毛利率 | 76.3% | 50.4% |
| 营业利润率 | -8.0% | -32.5% |
| 净利率 | -7.3% | -33.1% |
| 营收同比 | 17.8% | -6.1% |
| 净利润同比 | — | -310.0% |
| 每股收益(稀释后) | $-0.12 | $-1.02 |
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
WSC
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.3B | $566.0M | ||
| Q3 25 | $1.0B | $566.8M | ||
| Q2 25 | $998.2M | $589.1M | ||
| Q1 25 | $855.0M | $559.6M | ||
| Q4 24 | $1.2B | $602.5M | ||
| Q3 24 | $898.4M | $601.4M | ||
| Q2 24 | $853.7M | $604.6M |
净利润
PINS
WSC
| Q1 26 | $-73.6M | — | ||
| Q4 25 | $277.1M | $-187.3M | ||
| Q3 25 | $92.1M | $43.3M | ||
| Q2 25 | $38.8M | $47.9M | ||
| Q1 25 | $8.9M | $43.1M | ||
| Q4 24 | $1.8B | $89.2M | ||
| Q3 24 | $30.6M | $-70.5M | ||
| Q2 24 | $8.9M | $-46.9M |
毛利率
PINS
WSC
| Q1 26 | 76.3% | — | ||
| Q4 25 | 82.8% | 50.4% | ||
| Q3 25 | 79.8% | 49.7% | ||
| Q2 25 | 79.7% | 50.3% | ||
| Q1 25 | 76.7% | 53.7% | ||
| Q4 24 | 82.9% | 55.8% | ||
| Q3 24 | 79.1% | 53.5% | ||
| Q2 24 | 78.3% | 54.1% |
营业利润率
PINS
WSC
| Q1 26 | -8.0% | — | ||
| Q4 25 | 22.8% | -32.5% | ||
| Q3 25 | 5.6% | 21.0% | ||
| Q2 25 | -0.4% | 21.5% | ||
| Q1 25 | -4.1% | 21.3% | ||
| Q4 24 | 22.7% | 28.9% | ||
| Q3 24 | -0.7% | -5.9% | ||
| Q2 24 | -2.5% | -0.9% |
净利率
PINS
WSC
| Q1 26 | -7.3% | — | ||
| Q4 25 | 21.0% | -33.1% | ||
| Q3 25 | 8.8% | 7.6% | ||
| Q2 25 | 3.9% | 8.1% | ||
| Q1 25 | 1.0% | 7.7% | ||
| Q4 24 | 160.1% | 14.8% | ||
| Q3 24 | 3.4% | -11.7% | ||
| Q2 24 | 1.0% | -7.7% |
每股收益(稀释后)
PINS
WSC
| Q1 26 | $-0.12 | — | ||
| Q4 25 | $0.41 | $-1.02 | ||
| Q3 25 | $0.13 | $0.24 | ||
| Q2 25 | $0.06 | $0.26 | ||
| Q1 25 | $0.01 | $0.23 | ||
| Q4 24 | $2.66 | $0.48 | ||
| Q3 24 | $0.04 | $-0.37 | ||
| Q2 24 | $0.01 | $-0.25 |
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 | $14.6M |
| 总债务越低越好 | — | $3.6B |
| 股东权益账面价值 | $2.9B | $856.3M |
| 总资产 | $4.6B | $5.8B |
| 负债/权益比越低杠杆越低 | — | 4.15× |
8季度趋势,按日历期对齐
现金及短期投资
PINS
WSC
| Q1 26 | $378.1M | — | ||
| Q4 25 | $969.3M | $14.6M | ||
| Q3 25 | $1.1B | $14.8M | ||
| Q2 25 | $1.2B | $12.8M | ||
| Q1 25 | $1.3B | $10.7M | ||
| Q4 24 | $1.1B | $9.0M | ||
| Q3 24 | $1.0B | $11.0M | ||
| Q2 24 | $1.4B | $5.9M |
总债务
PINS
WSC
| Q1 26 | — | — | ||
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B |
股东权益
PINS
WSC
| Q1 26 | $2.9B | — | ||
| Q4 25 | $4.7B | $856.3M | ||
| Q3 25 | $4.8B | $1.1B | ||
| Q2 25 | $4.8B | $1.0B | ||
| Q1 25 | $4.7B | $1.0B | ||
| Q4 24 | $4.8B | $1.0B | ||
| Q3 24 | $2.9B | $1.1B | ||
| Q2 24 | $3.2B | $1.2B |
总资产
PINS
WSC
| Q1 26 | $4.6B | — | ||
| Q4 25 | $5.5B | $5.8B | ||
| Q3 25 | $5.5B | $6.1B | ||
| Q2 25 | $5.4B | $6.1B | ||
| Q1 25 | $5.3B | $6.0B | ||
| Q4 24 | $5.3B | $6.0B | ||
| Q3 24 | $3.5B | $6.0B | ||
| Q2 24 | $3.7B | $6.0B |
负债/权益比
PINS
WSC
| Q1 26 | — | — | ||
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | — | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× |
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 | $158.9M |
| 自由现金流经营现金流 - 资本支出 | $311.7M | $149.7M |
| 自由现金流率自由现金流/营收 | 30.9% | 26.5% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | $737.7M |
8季度趋势,按日历期对齐
经营现金流
PINS
WSC
| Q1 26 | $328.0M | — | ||
| Q4 25 | $391.2M | $158.9M | ||
| Q3 25 | $321.7M | $191.2M | ||
| Q2 25 | $207.7M | $205.3M | ||
| Q1 25 | $363.7M | $206.6M | ||
| Q4 24 | $254.0M | $178.9M | ||
| Q3 24 | $248.0M | $-1.6M | ||
| Q2 24 | $106.4M | $175.6M |
自由现金流
PINS
WSC
| Q1 26 | $311.7M | — | ||
| Q4 25 | $380.4M | $149.7M | ||
| Q3 25 | $318.4M | $186.9M | ||
| Q2 25 | $196.7M | $199.0M | ||
| Q1 25 | $356.4M | $202.0M | ||
| Q4 24 | $250.2M | $176.6M | ||
| Q3 24 | $244.1M | $-4.9M | ||
| Q2 24 | $101.6M | $169.4M |
自由现金流率
PINS
WSC
| Q1 26 | 30.9% | — | ||
| Q4 25 | 28.8% | 26.5% | ||
| Q3 25 | 30.3% | 33.0% | ||
| Q2 25 | 19.7% | 33.8% | ||
| Q1 25 | 41.7% | 36.1% | ||
| Q4 24 | 21.7% | 29.3% | ||
| Q3 24 | 27.2% | -0.8% | ||
| Q2 24 | 11.9% | 28.0% |
资本支出强度
PINS
WSC
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 1.6% | ||
| Q3 25 | 0.3% | 0.7% | ||
| Q2 25 | 1.1% | 1.1% | ||
| Q1 25 | 0.9% | 0.8% | ||
| Q4 24 | 0.3% | 0.4% | ||
| Q3 24 | 0.4% | 0.6% | ||
| Q2 24 | 0.6% | 1.0% |
现金转化率
PINS
WSC
| Q1 26 | — | — | ||
| Q4 25 | 1.41× | — | ||
| Q3 25 | 3.49× | 4.41× | ||
| Q2 25 | 5.36× | 4.28× | ||
| Q1 25 | 40.77× | 4.80× | ||
| Q4 24 | 0.14× | 2.01× | ||
| Q3 24 | 8.12× | — | ||
| Q2 24 | 11.98× | — |
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
暂无分部数据
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |