vs
RISKIFIED LTD.(RSKD)与世纪互联(VNET)财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是RISKIFIED LTD.的1.5倍($362.7M vs $234.0M),世纪互联净利率更高(-10.7% vs -13.2%,领先2.5%)
Riskified是一家上市软件企业,总部位于以色列特拉维夫,在纽约设有分支机构。该公司主打软件即服务(SaaS)解决方案,为电商商家提供欺诈防范、拒付管理以及风险情报相关服务,助力商家有效管控交易风险,保障业务顺畅开展。
VNET Group即世纪互联,是中国领先的第三方中立数据中心服务商,提供机柜托管、云基础设施、混合云部署及网络管理等解决方案,服务覆盖科技、金融、零售等多领域企业客户,为企业数字化运营提供稳定的算力与网络支撑。
RSKD vs VNET — 直观对比
营收规模更大
VNET
是对方的1.5倍
$234.0M
净利率更高
VNET
高出2.5%
-13.2%
损益表 — Q3 FY2025 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $234.0M | $362.7M |
| 净利润 | $-30.8M | $-38.7M |
| 毛利率 | 52.2% | 20.9% |
| 营业利润率 | -19.0% | 0.5% |
| 净利率 | -13.2% | -10.7% |
| 营收同比 | — | — |
| 净利润同比 | — | — |
| 每股收益(稀释后) | — | — |
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
RSKD
VNET
| Q3 25 | $234.0M | $362.7M | ||
| Q2 25 | $155.1M | — | ||
| Q1 25 | $76.4M | $309.5M | ||
| Q3 24 | $213.5M | $302.2M | ||
| Q2 24 | $141.7M | $274.4M | ||
| Q1 24 | $68.9M | $262.9M | ||
| Q3 23 | — | $258.6M | ||
| Q2 23 | — | $251.2M |
净利润
RSKD
VNET
| Q3 25 | $-30.8M | $-38.7M | ||
| Q2 25 | $-21.1M | — | ||
| Q1 25 | $-11.6M | $-2.4M | ||
| Q3 24 | $-55.8M | $-2.1M | ||
| Q2 24 | $-34.8M | $-1.1M | ||
| Q1 24 | $-18.0M | $-22.0M | ||
| Q3 23 | — | $-5.5M | ||
| Q2 23 | — | — |
毛利率
RSKD
VNET
| Q3 25 | 52.2% | 20.9% | ||
| Q2 25 | 53.6% | — | ||
| Q1 25 | 55.1% | 25.2% | ||
| Q3 24 | 48.7% | 23.2% | ||
| Q2 24 | 51.4% | 21.3% | ||
| Q1 24 | 52.0% | 21.6% | ||
| Q3 23 | — | 16.2% | ||
| Q2 23 | — | 18.8% |
营业利润率
RSKD
VNET
| Q3 25 | -19.0% | 0.5% | ||
| Q2 25 | -19.4% | — | ||
| Q1 25 | -20.8% | 0.1% | ||
| Q3 24 | -32.9% | 24.5% | ||
| Q2 24 | -31.8% | 0.2% | ||
| Q1 24 | -33.4% | 0.2% | ||
| Q3 23 | — | 1.7% | ||
| Q2 23 | — | 5.1% |
净利率
RSKD
VNET
| Q3 25 | -13.2% | -10.7% | ||
| Q2 25 | -13.6% | — | ||
| Q1 25 | -15.2% | -0.8% | ||
| Q3 24 | -26.1% | -0.7% | ||
| Q2 24 | -24.6% | -0.4% | ||
| Q1 24 | -26.1% | -8.4% | ||
| Q3 23 | — | -2.1% | ||
| Q2 23 | — | — |
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 | $371.1M | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $382.3M | $890.8M |
| 总资产 | $495.9M | $6.1B |
| 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
RSKD
VNET
| Q3 25 | $371.1M | $492.1M | ||
| Q2 25 | $371.1M | — | ||
| Q1 25 | $371.1M | $544.3M | ||
| Q3 24 | $440.8M | $219.5M | ||
| Q2 24 | $440.8M | $247.2M | ||
| Q1 24 | $440.8M | $246.9M | ||
| Q3 23 | — | $370.4M | ||
| Q2 23 | — | $325.9M |
总债务
RSKD
VNET
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
股东权益
RSKD
VNET
| Q3 25 | $382.3M | $890.8M | ||
| Q2 25 | $382.3M | — | ||
| Q1 25 | $382.3M | $927.8M | ||
| Q3 24 | $491.7M | $902.9M | ||
| Q2 24 | $491.7M | $900.6M | ||
| Q1 24 | $491.7M | $895.1M | ||
| Q3 23 | — | $942.7M | ||
| Q2 23 | — | $952.6M |
总资产
RSKD
VNET
| Q3 25 | $495.9M | $6.1B | ||
| Q2 25 | $495.9M | — | ||
| Q1 25 | $495.9M | $5.4B | ||
| Q3 24 | $601.9M | $4.3B | ||
| Q2 24 | $601.9M | $4.0B | ||
| Q1 24 | $601.9M | $3.9B | ||
| Q3 23 | — | $4.1B | ||
| Q2 23 | — | $4.0B |
负债/权益比
RSKD
VNET
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | 1.28× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — |
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 | — | $113.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-193.1M |
| 自由现金流率自由现金流/营收 | — | -53.2% |
| 资本支出强度资本支出/营收 | — | 84.6% |
| 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 | — | $-589.7M |
8季度趋势,按日历期对齐
经营现金流
RSKD
VNET
| Q3 25 | — | $113.8M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $27.0M | ||
| Q3 24 | — | $108.3M | ||
| Q2 24 | — | $55.8M | ||
| Q1 24 | — | $37.1M | ||
| Q3 23 | — | $62.3M | ||
| Q2 23 | — | $58.4M |
自由现金流
RSKD
VNET
| Q3 25 | — | $-193.1M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $-220.0M | ||
| Q3 24 | — | $-95.0M | ||
| Q2 24 | — | $-81.6M | ||
| Q1 24 | — | $-102.2M | ||
| Q3 23 | — | $-67.5M | ||
| Q2 23 | — | $4.0M |
自由现金流率
RSKD
VNET
| Q3 25 | — | -53.2% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -71.1% | ||
| Q3 24 | — | -31.4% | ||
| Q2 24 | — | -29.8% | ||
| Q1 24 | — | -38.9% | ||
| Q3 23 | — | -26.1% | ||
| Q2 23 | — | 1.6% |
资本支出强度
RSKD
VNET
| Q3 25 | — | 84.6% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 79.8% | ||
| Q3 24 | — | 67.3% | ||
| Q2 24 | — | 50.1% | ||
| Q1 24 | — | 53.0% | ||
| Q3 23 | — | 50.2% | ||
| Q2 23 | — | 21.7% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图