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Remitly Global, Inc.（RELY）与ROYAL GOLD INC（RGLD）财务数据对比。点击上方公司名可切换其他公司
Remitly Global, Inc.的季度营收约是ROYAL GOLD INC的1.2倍（$442.2M vs $375.3M），ROYAL GOLD INC净利率更高（24.9% vs 9.3%，领先15.6%），ROYAL GOLD INC同比增速更快（85.3% vs 25.7%），过去两年ROYAL GOLD INC的营收复合增速更高（58.8% vs 28.2%）
Remitly Global是总部位于美国西雅图的跨境汇款服务提供商，2011年由马修·奥本海默、乔希·哈格与希瓦斯·古拉蒂共同创立，主要为用户提供覆盖全球170多个国家和地区的国际汇款服务，2021年9月在纳斯达克交易所上市。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业，收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益，资产覆盖黄金、白银、铜等品类，业务遍及多地区，无需直接承担采矿运营风险。
RELY vs RGLD — 直观对比
营收规模更大
RELY
是对方的1.2倍
$375.3M
营收增速更快
RGLD
高出59.6%
25.7%
净利率更高
RGLD
高出15.6%
9.3%
两年增速更快
RGLD
近两年复合增速
28.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $442.2M | $375.3M |
| 净利润 | $41.2M | $93.6M |
| 毛利率 | — | 64.6% |
| 营业利润率 | 8.8% | 56.2% |
| 净利率 | 9.3% | 24.9% |
| 营收同比 | 25.7% | 85.3% |
| 净利润同比 | 820.1% | -12.8% |
| 每股收益（稀释后） | $0.19 | $1.04 |
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RELYRGLD
| Q4 25 | $442.2M | $375.3M | ||
| Q3 25 | $419.5M | $252.1M | ||
| Q2 25 | $411.9M | $209.6M | ||
| Q1 25 | $361.6M | $193.4M | ||
| Q4 24 | $351.9M | $202.6M | ||
| Q3 24 | $336.5M | $193.8M | ||
| Q2 24 | $306.4M | $174.1M | ||
| Q1 24 | $269.1M | $148.9M |
净利润RELYRGLD
| Q4 25 | $41.2M | $93.6M | ||
| Q3 25 | $8.8M | $126.8M | ||
| Q2 25 | $6.5M | $132.3M | ||
| Q1 25 | $11.4M | $113.5M | ||
| Q4 24 | $-5.7M | $107.4M | ||
| Q3 24 | $1.9M | $96.2M | ||
| Q2 24 | $-12.1M | $81.2M | ||
| Q1 24 | $-21.1M | $47.2M |
毛利率RELYRGLD
| Q4 25 | — | 64.6% | ||
| Q3 25 | — | 73.6% | ||
| Q2 25 | — | 72.6% | ||
| Q1 25 | — | 69.4% | ||
| Q4 24 | — | 70.3% | ||
| Q3 24 | — | 66.6% | ||
| Q2 24 | — | 64.7% | ||
| Q1 24 | — | 58.4% |
营业利润率RELYRGLD
| Q4 25 | 8.8% | 56.2% | ||
| Q3 25 | 2.8% | 64.4% | ||
| Q2 25 | 3.6% | 67.7% | ||
| Q1 25 | 3.4% | 63.6% | ||
| Q4 24 | -1.1% | 65.9% | ||
| Q3 24 | 0.1% | 61.3% | ||
| Q2 24 | -5.1% | 58.6% | ||
| Q1 24 | -7.4% | 50.7% |
净利率RELYRGLD
| Q4 25 | 9.3% | 24.9% | ||
| Q3 25 | 2.1% | 50.3% | ||
| Q2 25 | 1.6% | 63.1% | ||
| Q1 25 | 3.1% | 58.7% | ||
| Q4 24 | -1.6% | 53.0% | ||
| Q3 24 | 0.6% | 49.7% | ||
| Q2 24 | -3.9% | 46.6% | ||
| Q1 24 | -7.8% | 31.7% |
每股收益（稀释后）RELYRGLD
| Q4 25 | $0.19 | $1.04 | ||
| Q3 25 | $0.04 | $1.92 | ||
| Q2 25 | $0.03 | $2.01 | ||
| Q1 25 | $0.05 | $1.72 | ||
| Q4 24 | $-0.03 | $1.63 | ||
| Q3 24 | $0.01 | $1.46 | ||
| Q2 24 | $-0.06 | $1.23 | ||
| Q1 24 | $-0.11 | $0.72 |
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 | $542.4M | $233.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $868.8M | $7.2B |
| 总资产 | $1.5B | $9.5B |
| 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RELYRGLD
| Q4 25 | $542.4M | $233.7M | ||
| Q3 25 | $476.9M | $172.8M | ||
| Q2 25 | $515.9M | $248.2M | ||
| Q1 25 | $493.9M | $240.8M | ||
| Q4 24 | $368.1M | $195.5M | ||
| Q3 24 | $324.4M | $127.9M | ||
| Q2 24 | $185.2M | $74.2M | ||
| Q1 24 | $286.0M | $137.9M |
总债务RELYRGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $50.0M | ||
| Q1 24 | — | — |
股东权益RELYRGLD
| Q4 25 | $868.8M | $7.2B | ||
| Q3 25 | $797.2M | $3.4B | ||
| Q2 25 | $764.9M | $3.3B | ||
| Q1 25 | $723.5M | $3.2B | ||
| Q4 24 | $665.5M | $3.1B | ||
| Q3 24 | $630.8M | $3.0B | ||
| Q2 24 | $578.9M | $3.0B | ||
| Q1 24 | $549.4M | $2.9B |
总资产RELYRGLD
| Q4 25 | $1.5B | $9.5B | ||
| Q3 25 | $1.2B | $4.5B | ||
| Q2 25 | $1.2B | $3.6B | ||
| Q1 25 | $1.1B | $3.5B | ||
| Q4 24 | $1.0B | $3.4B | ||
| Q3 24 | $970.4M | $3.3B | ||
| Q2 24 | $950.2M | $3.3B | ||
| Q1 24 | $1.1B | $3.3B |
负债/权益比RELYRGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.02× | ||
| Q1 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 | $149.6M | $241.7M |
| 自由现金流经营现金流 - 资本支出 | $143.3M | — |
| 自由现金流率自由现金流/营收 | 32.4% | — |
| 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 | 3.63× | 2.58× |
| 过去12个月自由现金流最近4个季度 | $288.7M | — |
8季度趋势，按日历期对齐
经营现金流RELYRGLD
| Q4 25 | $149.6M | $241.7M | ||
| Q3 25 | $1.4M | $174.0M | ||
| Q2 25 | $41.2M | $152.8M | ||
| Q1 25 | $132.9M | $136.4M | ||
| Q4 24 | $-27.3M | $141.1M | ||
| Q3 24 | $146.8M | $136.7M | ||
| Q2 24 | $48.9M | $113.5M | ||
| Q1 24 | $-56.8M | $138.3M |
自由现金流RELYRGLD
| Q4 25 | $143.3M | — | ||
| Q3 25 | $-2.1M | — | ||
| Q2 25 | $28.6M | — | ||
| Q1 25 | $118.9M | — | ||
| Q4 24 | $-30.1M | — | ||
| Q3 24 | $145.6M | — | ||
| Q2 24 | $47.8M | — | ||
| Q1 24 | $-57.8M | — |
自由现金流率RELYRGLD
| Q4 25 | 32.4% | — | ||
| Q3 25 | -0.5% | — | ||
| Q2 25 | 6.9% | — | ||
| Q1 25 | 32.9% | — | ||
| Q4 24 | -8.5% | — | ||
| Q3 24 | 43.3% | — | ||
| Q2 24 | 15.6% | — | ||
| Q1 24 | -21.5% | — |
资本支出强度RELYRGLD
| Q4 25 | 1.4% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 3.9% | — | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | 0.4% | — | ||
| Q1 24 | 0.4% | — |
现金转化率RELYRGLD
| Q4 25 | 3.63× | 2.58× | ||
| Q3 25 | 0.16× | 1.37× | ||
| Q2 25 | 6.30× | 1.15× | ||
| Q1 25 | 11.71× | 1.20× | ||
| Q4 24 | — | 1.31× | ||
| Q3 24 | 76.56× | 1.42× | ||
| Q2 24 | — | 1.40× | ||
| Q1 24 | — | 2.93× |
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
RELY
暂无分部数据
RGLD
| Gold | $216.9M | 58% |
| Pueblo Viejo | $47.3M | 13% |
| Andacollo | $32.6M | 9% |
| Silver | $32.1M | 9% |
| Other | $27.2M | 7% |
| Copper | $13.7M | 4% |
| Cortez Legacy Zone | $5.4M | 1% |
