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Purple Innovation, Inc.（PRPL）与VARONIS SYSTEMS INC（VRNS）财务数据对比。点击上方公司名可切换其他公司
VARONIS SYSTEMS INC的季度营收约是Purple Innovation, Inc.的1.2倍（$173.1M vs $140.7M），VARONIS SYSTEMS INC同比增速更快（26.9% vs 9.1%），VARONIS SYSTEMS INC自由现金流更多（$49.0M vs $-7.8M），过去两年VARONIS SYSTEMS INC的营收复合增速更高（15.2% vs 8.3%）
Purple Carrot是一家总部位于马萨诸塞州尼达姆市的全植物性餐包品牌，由安迪·莱维特创立，每周为订阅用户提供预制餐品和自制餐包。据《大都会》2022年报道，对比美式标准餐食，该品牌每份餐包的碳排放量可降低72%，主打低碳环保的纯植物饮食方案。
Varonis Systems是总部位于美国佛罗里达州迈阿密的软件企业，在以色列赫兹利亚设有研发中心。其推出的数据安全平台可分析数据及数据活动，借此识别由访问权限、SaaS应用配置不当引发的数据暴露风险，并可触发自动化修复流程，助力企业保障数据安全。
PRPL vs VRNS — 直观对比
营收规模更大
VRNS
是对方的1.2倍
$140.7M
营收增速更快
VRNS
高出17.8%
9.1%
自由现金流更多
VRNS
多$56.8M
$-7.8M
两年增速更快
VRNS
近两年复合增速
8.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $140.7M | $173.1M |
| 净利润 | $-3.2M | — |
| 毛利率 | 41.9% | 76.0% |
| 营业利润率 | -1.6% | -1.7% |
| 净利率 | -2.3% | — |
| 营收同比 | 9.1% | 26.9% |
| 净利润同比 | 62.1% | — |
| 每股收益（稀释后） | $0.03 | — |
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PRPLVRNS
| Q1 26 | — | $173.1M | ||
| Q4 25 | $140.7M | $173.4M | ||
| Q3 25 | $118.8M | $161.6M | ||
| Q2 25 | $105.1M | $152.2M | ||
| Q1 25 | $104.2M | $136.4M | ||
| Q4 24 | $129.0M | $158.5M | ||
| Q3 24 | $118.6M | $148.1M | ||
| Q2 24 | $120.3M | $130.3M |
净利润PRPLVRNS
| Q1 26 | — | — | ||
| Q4 25 | $-3.2M | $-27.8M | ||
| Q3 25 | $-11.7M | $-29.9M | ||
| Q2 25 | $-17.3M | $-35.8M | ||
| Q1 25 | $-19.1M | $-35.8M | ||
| Q4 24 | $-8.5M | $-13.0M | ||
| Q3 24 | $-39.2M | $-18.3M | ||
| Q2 24 | $27.0K | $-23.9M |
毛利率PRPLVRNS
| Q1 26 | — | 76.0% | ||
| Q4 25 | 41.9% | 78.9% | ||
| Q3 25 | 42.8% | 78.2% | ||
| Q2 25 | 35.9% | 79.5% | ||
| Q1 25 | 39.4% | 78.7% | ||
| Q4 24 | 42.9% | 83.6% | ||
| Q3 24 | 29.7% | 83.8% | ||
| Q2 24 | 40.7% | 82.8% |
营业利润率PRPLVRNS
| Q1 26 | — | -1.7% | ||
| Q4 25 | -1.6% | -17.5% | ||
| Q3 25 | -10.2% | -22.2% | ||
| Q2 25 | -13.5% | -24.0% | ||
| Q1 25 | -13.9% | -32.1% | ||
| Q4 24 | -6.0% | -11.1% | ||
| Q3 24 | -39.5% | -16.0% | ||
| Q2 24 | -12.1% | -22.1% |
净利率PRPLVRNS
| Q1 26 | — | — | ||
| Q4 25 | -2.3% | -16.0% | ||
| Q3 25 | -9.9% | -18.5% | ||
| Q2 25 | -16.5% | -23.5% | ||
| Q1 25 | -18.4% | -26.2% | ||
| Q4 24 | -6.6% | -8.2% | ||
| Q3 24 | -33.1% | -12.4% | ||
| Q2 24 | 0.0% | -18.4% |
每股收益（稀释后）PRPLVRNS
| Q1 26 | — | — | ||
| Q4 25 | $0.03 | $-0.23 | ||
| Q3 25 | $0.11 | $-0.26 | ||
| Q2 25 | $0.16 | $-0.32 | ||
| Q1 25 | $0.18 | $-0.32 | ||
| Q4 24 | $0.08 | $-0.12 | ||
| Q3 24 | $0.36 | $-0.16 | ||
| Q2 24 | $0.00 | $-0.21 |
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 | $24.3M | $179.3M |
| 总债务越低越好 | $126.7M | — |
| 股东权益账面价值 | $-29.7M | $453.5M |
| 总资产 | $296.3M | $1.6B |
| 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PRPLVRNS
| Q1 26 | — | $179.3M | ||
| Q4 25 | $24.3M | $883.7M | ||
| Q3 25 | $32.4M | $671.3M | ||
| Q2 25 | $34.2M | $770.9M | ||
| Q1 25 | $21.6M | $567.6M | ||
| Q4 24 | $29.0M | $529.0M | ||
| Q3 24 | $23.4M | $844.8M | ||
| Q2 24 | $23.4M | $582.5M |
总债务PRPLVRNS
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $70.7M | — | ||
| Q3 24 | $50.8M | — | ||
| Q2 24 | — | — |
股东权益PRPLVRNS
| Q1 26 | — | $453.5M | ||
| Q4 25 | $-29.7M | $598.7M | ||
| Q3 25 | $-26.9M | $604.8M | ||
| Q2 25 | $-15.6M | $341.5M | ||
| Q1 25 | $1.3M | $367.7M | ||
| Q4 24 | $20.2M | $455.7M | ||
| Q3 24 | $28.0M | $428.6M | ||
| Q2 24 | $66.4M | $458.6M |
总资产PRPLVRNS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $296.3M | $1.8B | ||
| Q3 25 | $302.1M | $1.7B | ||
| Q2 25 | $303.8M | $1.6B | ||
| Q1 25 | $293.8M | $1.6B | ||
| Q4 24 | $307.8M | $1.7B | ||
| Q3 24 | $309.3M | $1.5B | ||
| Q2 24 | $362.1M | $1.1B |
负债/权益比PRPLVRNS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.50× | — | ||
| Q3 24 | 1.82× | — | ||
| 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 | $-5.8M | $55.0M |
| 自由现金流经营现金流 - 资本支出 | $-7.8M | $49.0M |
| 自由现金流率自由现金流/营收 | -5.5% | 28.3% |
| 资本支出强度资本支出/营收 | 1.4% | — |
| 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 | $-41.9M | $118.2M |
8季度趋势，按日历期对齐
经营现金流PRPLVRNS
| Q1 26 | — | $55.0M | ||
| Q4 25 | $-5.8M | $24.7M | ||
| Q3 25 | $-968.0K | $33.4M | ||
| Q2 25 | $-4.0M | $21.3M | ||
| Q1 25 | $-23.1M | $68.0M | ||
| Q4 24 | $6.8M | $24.3M | ||
| Q3 24 | $1.1M | $22.5M | ||
| Q2 24 | $-8.9M | $11.7M |
自由现金流PRPLVRNS
| Q1 26 | — | $49.0M | ||
| Q4 25 | $-7.8M | $20.7M | ||
| Q3 25 | $-1.8M | $30.4M | ||
| Q2 25 | $-7.0M | $18.0M | ||
| Q1 25 | $-25.3M | $65.7M | ||
| Q4 24 | $5.7M | $19.9M | ||
| Q3 24 | $101.0K | $21.3M | ||
| Q2 24 | $-11.0M | $10.9M |
自由现金流率PRPLVRNS
| Q1 26 | — | 28.3% | ||
| Q4 25 | -5.5% | 12.0% | ||
| Q3 25 | -1.5% | 18.8% | ||
| Q2 25 | -6.6% | 11.8% | ||
| Q1 25 | -24.3% | 48.1% | ||
| Q4 24 | 4.4% | 12.6% | ||
| Q3 24 | 0.1% | 14.4% | ||
| Q2 24 | -9.2% | 8.4% |
资本支出强度PRPLVRNS
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 2.3% | ||
| Q3 25 | 0.7% | 1.8% | ||
| Q2 25 | 2.8% | 2.2% | ||
| Q1 25 | 2.2% | 1.7% | ||
| Q4 24 | 0.8% | 2.7% | ||
| Q3 24 | 0.9% | 0.8% | ||
| Q2 24 | 1.7% | 0.6% |
现金转化率PRPLVRNS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | -330.22× | — |
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
PRPL
| Cost Of Revenues | $81.7M | 58% |
| Other | $59.0M | 42% |
VRNS
| SaaS | $161.1M | 93% |
| Term license subscriptions | $6.9M | 4% |
| Maintenance and services | $5.2M | 3% |
