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Remitly Global, Inc.（RELY）与Ryman Hospitality Properties, Inc.（RHP）财务数据对比。点击上方公司名可切换其他公司
Ryman Hospitality Properties, Inc.的季度营收约是Remitly Global, Inc.的1.7倍（$737.8M vs $442.2M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs 9.3%，领先0.8%），Remitly Global, Inc.同比增速更快（25.7% vs 13.9%），Remitly Global, Inc.自由现金流更多（$143.3M vs $58.5M），过去两年Remitly Global, Inc.的营收复合增速更高（28.2% vs 18.2%）
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。
莱曼酒店地产是一家主营酒店、度假村、娱乐及媒体业务的企业，得名于旗下位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾为俄克拉荷马出版公司子公司时期，1983年收购WSM公司后奠定现代业务基础，同时将知名演出IP大奥普里等核心资产纳入麾下。
RELY vs RHP — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $442.2M | $737.8M |
| 净利润 | $41.2M | $74.5M |
| 毛利率 | — | 41.4% |
| 营业利润率 | 8.8% | 19.4% |
| 净利率 | 9.3% | 10.1% |
| 营收同比 | 25.7% | 13.9% |
| 净利润同比 | 820.1% | 3.0% |
| 每股收益（稀释后） | $0.19 | $1.12 |
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
| Q4 25 | $442.2M | $737.8M | ||
| Q3 25 | $419.5M | $592.5M | ||
| Q2 25 | $411.9M | $659.5M | ||
| Q1 25 | $361.6M | $587.3M | ||
| Q4 24 | $351.9M | $647.6M | ||
| Q3 24 | $336.5M | $550.0M | ||
| Q2 24 | $306.4M | $613.3M | ||
| Q1 24 | $269.1M | $528.3M |
| Q4 25 | $41.2M | $74.5M | ||
| Q3 25 | $8.8M | $34.9M | ||
| Q2 25 | $6.5M | $71.8M | ||
| Q1 25 | $11.4M | $63.0M | ||
| Q4 24 | $-5.7M | $72.3M | ||
| Q3 24 | $1.9M | $59.0M | ||
| Q2 24 | $-12.1M | $100.8M | ||
| Q1 24 | $-21.1M | $42.8M |
| Q4 25 | — | 41.4% | ||
| Q3 25 | — | 40.9% | ||
| Q2 25 | — | 49.7% | ||
| Q1 25 | — | 44.4% | ||
| Q4 24 | — | 40.4% | ||
| Q3 24 | — | 43.1% | ||
| Q2 24 | — | 48.4% | ||
| Q1 24 | — | 41.5% |
| Q4 25 | 8.8% | 19.4% | ||
| Q3 25 | 2.8% | 15.0% | ||
| Q2 25 | 3.6% | 21.1% | ||
| Q1 25 | 3.4% | 19.8% | ||
| Q4 24 | -1.1% | 18.6% | ||
| Q3 24 | 0.1% | 19.3% | ||
| Q2 24 | -5.1% | 27.4% | ||
| Q1 24 | -7.4% | 18.2% |
| Q4 25 | 9.3% | 10.1% | ||
| Q3 25 | 2.1% | 5.9% | ||
| Q2 25 | 1.6% | 10.9% | ||
| Q1 25 | 3.1% | 10.7% | ||
| Q4 24 | -1.6% | 11.2% | ||
| Q3 24 | 0.6% | 10.7% | ||
| Q2 24 | -3.9% | 16.4% | ||
| Q1 24 | -7.8% | 8.1% |
| Q4 25 | $0.19 | $1.12 | ||
| Q3 25 | $0.04 | $0.53 | ||
| Q2 25 | $0.03 | $1.12 | ||
| Q1 25 | $0.05 | $1.00 | ||
| Q4 24 | $-0.03 | $1.12 | ||
| Q3 24 | $0.01 | $0.94 | ||
| Q2 24 | $-0.06 | $1.65 | ||
| Q1 24 | $-0.11 | $0.67 |
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 | $471.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $868.8M | $750.2M |
| 总资产 | $1.5B | $6.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $542.4M | $471.4M | ||
| Q3 25 | $476.9M | $483.3M | ||
| Q2 25 | $515.9M | $420.6M | ||
| Q1 25 | $493.9M | $413.9M | ||
| Q4 24 | $368.1M | $477.7M | ||
| Q3 24 | $324.4M | $534.9M | ||
| Q2 24 | $185.2M | $498.4M | ||
| Q1 24 | $286.0M | $465.3M |
| Q4 25 | $868.8M | $750.2M | ||
| Q3 25 | $797.2M | $758.5M | ||
| Q2 25 | $764.9M | $800.4M | ||
| Q1 25 | $723.5M | $531.5M | ||
| Q4 24 | $665.5M | $549.0M | ||
| Q3 24 | $630.8M | $551.9M | ||
| Q2 24 | $578.9M | $562.6M | ||
| Q1 24 | $549.4M | $529.9M |
| Q4 25 | $1.5B | $6.2B | ||
| Q3 25 | $1.2B | $6.2B | ||
| Q2 25 | $1.2B | $6.1B | ||
| Q1 25 | $1.1B | $5.2B | ||
| Q4 24 | $1.0B | $5.2B | ||
| Q3 24 | $970.4M | $5.2B | ||
| Q2 24 | $950.2M | $5.1B | ||
| Q1 24 | $1.1B | $5.1B |
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 | $164.7M |
| 自由现金流经营现金流 - 资本支出 | $143.3M | $58.5M |
| 自由现金流率自由现金流/营收 | 32.4% | 7.9% |
| 资本支出强度资本支出/营收 | 1.4% | 14.4% |
| 现金转化率经营现金流/净利润 | 3.63× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $288.7M | $232.4M |
8季度趋势，按日历期对齐
| Q4 25 | $149.6M | $164.7M | ||
| Q3 25 | $1.4M | $205.2M | ||
| Q2 25 | $41.2M | $122.5M | ||
| Q1 25 | $132.9M | $98.2M | ||
| Q4 24 | $-27.3M | $166.6M | ||
| Q3 24 | $146.8M | $218.1M | ||
| Q2 24 | $48.9M | $184.3M | ||
| Q1 24 | $-56.8M | $7.5M |
| Q4 25 | $143.3M | $58.5M | ||
| Q3 25 | $-2.1M | $135.4M | ||
| Q2 25 | $28.6M | $53.0M | ||
| Q1 25 | $118.9M | $-14.5M | ||
| Q4 24 | $-30.1M | $76.0M | ||
| Q3 24 | $145.6M | $85.7M | ||
| Q2 24 | $47.8M | $78.8M | ||
| Q1 24 | $-57.8M | $-72.0M |
| Q4 25 | 32.4% | 7.9% | ||
| Q3 25 | -0.5% | 22.9% | ||
| Q2 25 | 6.9% | 8.0% | ||
| Q1 25 | 32.9% | -2.5% | ||
| Q4 24 | -8.5% | 11.7% | ||
| Q3 24 | 43.3% | 15.6% | ||
| Q2 24 | 15.6% | 12.9% | ||
| Q1 24 | -21.5% | -13.6% |
| Q4 25 | 1.4% | 14.4% | ||
| Q3 25 | 0.8% | 11.8% | ||
| Q2 25 | 3.1% | 10.5% | ||
| Q1 25 | 3.9% | 19.2% | ||
| Q4 24 | 0.8% | 14.0% | ||
| Q3 24 | 0.3% | 24.1% | ||
| Q2 24 | 0.4% | 17.2% | ||
| Q1 24 | 0.4% | 15.0% |
| Q4 25 | 3.63× | 2.21× | ||
| Q3 25 | 0.16× | 5.88× | ||
| Q2 25 | 6.30× | 1.71× | ||
| Q1 25 | 11.71× | 1.56× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | 76.56× | 3.70× | ||
| Q2 24 | — | 1.83× | ||
| Q1 24 | — | 0.17× |
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
RHP
| Hotel Other | $157.7M | 21% |
| Gaylord Opryland | $147.4M | 20% |
| Hotel Transient Rooms | $93.6M | 13% |
| Hotel Food And Beverage Outlets | $92.2M | 12% |
| Gaylord Palms | $88.2M | 12% |
| Jw Marriott Hill Country | $53.7M | 7% |
| Entertainment Admissions And Ticketing | $43.1M | 6% |
| Entertainment Food And Beverage | $38.1M | 5% |
| Entertainment Retail And Other | $28.3M | 4% |
| Ac Hotel | $2.4M | 0% |
