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Snap Inc（SNAP）与Tempus AI, Inc.（TEM）财务数据对比。点击上方公司名可切换其他公司
Snap Inc的季度营收约是Tempus AI, Inc.的4.7倍（$1.7B vs $367.2M）。Snap Inc净利率更高（2.6% vs -14.8%，领先17.4%）。Tempus AI, Inc.同比增速更快（83.0% vs 10.2%）。Snap Inc自由现金流更多（$205.6M vs $-41.5M）。过去两年Tempus AI, Inc.的营收复合增速更高（58.7% vs 19.9%）
Snap Inc.是一家美国科技企业，2011年9月16日由埃文·斯皮格尔、鲍比·墨菲和雷吉·布朗联合创立，总部位于加利福尼亚州圣莫尼卡。公司核心产品包括社交应用Snapchat、智能眼镜Spectacles、虚拟形象工具Bitmoji以及营销推广解决方案SnapBoost，2016年9月24日由原Snapchat Inc.更名为现名，覆盖社交、智能硬件等多元业务领域。
Tempus AI是2015年由埃里克·莱夫科夫斯基在美国伊利诺伊州芝加哥创立的医疗科技企业，创立契机源于其妻子确诊乳腺癌。公司依托数据与人工智能技术，为肿瘤、心脏病、放射医学、抑郁症等领域提供包含诊断在内的精准医疗服务，2024年6月14日于纳斯达克上市，股票代码为TEM。
SNAP vs TEM — 直观对比
营收规模更大
SNAP
是对方的4.7倍
$367.2M
营收增速更快
TEM
高出72.8%
10.2%
净利率更高
SNAP
高出17.4%
-14.8%
自由现金流更多
SNAP
多$247.1M
$-41.5M
两年增速更快
TEM
近两年复合增速
19.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $367.2M |
| 净利润 | $45.2M | $-54.2M |
| 毛利率 | 59.1% | — |
| 营业利润率 | 2.9% | -16.7% |
| 净利率 | 2.6% | -14.8% |
| 营收同比 | 10.2% | 83.0% |
| 净利润同比 | 396.7% | -316.2% |
| 每股收益（稀释后） | $0.03 | $-0.30 |
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SNAPTEM
| Q4 25 | $1.7B | $367.2M | ||
| Q3 25 | $1.5B | $334.2M | ||
| Q2 25 | $1.3B | $314.6M | ||
| Q1 25 | $1.4B | $255.7M | ||
| Q4 24 | $1.6B | $200.7M | ||
| Q3 24 | $1.4B | $180.9M | ||
| Q2 24 | $1.2B | $166.0M | ||
| Q1 24 | $1.2B | $145.8M |
净利润SNAPTEM
| Q4 25 | $45.2M | $-54.2M | ||
| Q3 25 | $-103.5M | $-80.0M | ||
| Q2 25 | $-262.6M | $-42.8M | ||
| Q1 25 | $-139.6M | $-68.0M | ||
| Q4 24 | $9.1M | $-13.0M | ||
| Q3 24 | $-153.2M | $-75.8M | ||
| Q2 24 | $-248.6M | $-552.2M | ||
| Q1 24 | $-305.1M | $-64.7M |
毛利率SNAPTEM
| Q4 25 | 59.1% | — | ||
| Q3 25 | 55.3% | — | ||
| Q2 25 | 51.4% | — | ||
| Q1 25 | 53.1% | — | ||
| Q4 24 | 56.9% | — | ||
| Q3 24 | 53.5% | — | ||
| Q2 24 | 52.4% | — | ||
| Q1 24 | 51.9% | — |
营业利润率SNAPTEM
| Q4 25 | 2.9% | -16.7% | ||
| Q3 25 | -8.5% | -18.3% | ||
| Q2 25 | -19.3% | -19.6% | ||
| Q1 25 | -14.2% | -26.9% | ||
| Q4 24 | -1.7% | -25.3% | ||
| Q3 24 | -12.6% | -29.6% | ||
| Q2 24 | -20.5% | -321.4% | ||
| Q1 24 | -27.9% | -36.5% |
净利率SNAPTEM
| Q4 25 | 2.6% | -14.8% | ||
| Q3 25 | -6.9% | -23.9% | ||
| Q2 25 | -19.5% | -13.6% | ||
| Q1 25 | -10.2% | -26.6% | ||
| Q4 24 | 0.6% | -6.5% | ||
| Q3 24 | -11.2% | -41.9% | ||
| Q2 24 | -20.1% | -332.7% | ||
| Q1 24 | -25.5% | -44.4% |
每股收益（稀释后）SNAPTEM
| Q4 25 | $0.03 | $-0.30 | ||
| Q3 25 | $-0.06 | $-0.46 | ||
| Q2 25 | $-0.16 | $-0.25 | ||
| Q1 25 | $-0.08 | $-0.40 | ||
| Q4 24 | $0.01 | $2.56 | ||
| Q3 24 | $-0.09 | $-0.46 | ||
| Q2 24 | $-0.15 | $-6.86 | ||
| Q1 24 | $-0.19 | $-1.47 |
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 | $2.9B | $604.8M |
| 总债务越低越好 | $3.5B | — |
| 股东权益账面价值 | $2.3B | $491.3M |
| 总资产 | $7.7B | $2.3B |
| 负债/权益比越低杠杆越低 | 1.55× | — |
8季度趋势，按日历期对齐
现金及短期投资SNAPTEM
| Q4 25 | $2.9B | $604.8M | ||
| Q3 25 | $3.0B | $655.9M | ||
| Q2 25 | $2.9B | $186.3M | ||
| Q1 25 | $3.2B | $151.6M | ||
| Q4 24 | $3.4B | $341.0M | ||
| Q3 24 | $3.2B | $388.0M | ||
| Q2 24 | $3.1B | $478.8M | ||
| Q1 24 | $2.9B | $79.9M |
总债务SNAPTEM
| Q4 25 | $3.5B | — | ||
| Q3 25 | $3.5B | — | ||
| Q2 25 | $3.6B | — | ||
| Q1 25 | $3.6B | — | ||
| Q4 24 | $3.6B | — | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.6B | — | ||
| Q1 24 | $3.3B | — |
股东权益SNAPTEM
| Q4 25 | $2.3B | $491.3M | ||
| Q3 25 | $2.2B | $507.8M | ||
| Q2 25 | $2.1B | $309.6M | ||
| Q1 25 | $2.3B | $326.2M | ||
| Q4 24 | $2.5B | $56.3M | ||
| Q3 24 | $2.2B | $53.7M | ||
| Q2 24 | $2.1B | $98.3M | ||
| Q1 24 | $2.1B | $-1.5B |
总资产SNAPTEM
| Q4 25 | $7.7B | $2.3B | ||
| Q3 25 | $7.6B | $2.3B | ||
| Q2 25 | $7.4B | $1.6B | ||
| Q1 25 | $7.6B | $1.5B | ||
| Q4 24 | $7.9B | $926.1M | ||
| Q3 24 | $7.6B | $971.7M | ||
| Q2 24 | $7.4B | $864.6M | ||
| Q1 24 | $7.2B | — |
负债/权益比SNAPTEM
| Q4 25 | 1.55× | — | ||
| Q3 25 | 1.59× | — | ||
| Q2 25 | 1.73× | — | ||
| Q1 25 | 1.56× | — | ||
| Q4 24 | 1.49× | — | ||
| Q3 24 | 1.65× | — | ||
| Q2 24 | 1.76× | — | ||
| Q1 24 | 1.55× | — |
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 | $269.6M | $-36.8M |
| 自由现金流经营现金流 - 资本支出 | $205.6M | $-41.5M |
| 自由现金流率自由现金流/营收 | 12.0% | -11.3% |
| 资本支出强度资本支出/营收 | 3.7% | 1.3% |
| 现金转化率经营现金流/净利润 | 5.96× | — |
| 过去12个月自由现金流最近4个季度 | $437.2M | $-239.1M |
8季度趋势，按日历期对齐
经营现金流SNAPTEM
| Q4 25 | $269.6M | $-36.8M | ||
| Q3 25 | $146.5M | $-119.8M | ||
| Q2 25 | $88.5M | $44.2M | ||
| Q1 25 | $151.6M | $-105.6M | ||
| Q4 24 | $230.6M | — | ||
| Q3 24 | $115.9M | $48.7M | ||
| Q2 24 | $-21.4M | $-97.1M | ||
| Q1 24 | $88.4M | $-101.4M |
自由现金流SNAPTEM
| Q4 25 | $205.6M | $-41.5M | ||
| Q3 25 | $93.4M | $-126.5M | ||
| Q2 25 | $23.8M | $36.6M | ||
| Q1 25 | $114.4M | $-107.7M | ||
| Q4 24 | $182.4M | — | ||
| Q3 24 | $71.8M | $48.6M | ||
| Q2 24 | $-73.4M | $-105.1M | ||
| Q1 24 | $37.9M | $-107.5M |
自由现金流率SNAPTEM
| Q4 25 | 12.0% | -11.3% | ||
| Q3 25 | 6.2% | -37.9% | ||
| Q2 25 | 1.8% | 11.6% | ||
| Q1 25 | 8.4% | -42.1% | ||
| Q4 24 | 11.7% | — | ||
| Q3 24 | 5.2% | 26.9% | ||
| Q2 24 | -5.9% | -63.3% | ||
| Q1 24 | 3.2% | -73.7% |
资本支出强度SNAPTEM
| Q4 25 | 3.7% | 1.3% | ||
| Q3 25 | 3.5% | 2.0% | ||
| Q2 25 | 4.8% | 2.4% | ||
| Q1 25 | 2.7% | 0.8% | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 3.2% | 0.0% | ||
| Q2 24 | 4.2% | 4.8% | ||
| Q1 24 | 4.2% | 4.2% |
现金转化率SNAPTEM
| Q4 25 | 5.96× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 25.34× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
SNAP
| Advertising Revenue | $1.5B | 86% |
| Other Revenue | $231.9M | 14% |
TEM
暂无分部数据
