vs
Udemy, Inc.（UDMY）与Youlife Group Inc.（YOUL）财务数据对比。点击上方公司名可切换其他公司
Udemy, Inc.的季度营收约是Youlife Group Inc.的1.5倍（$194.0M vs $127.5M），Youlife Group Inc.净利率更高（4.1% vs -1.2%，领先5.3%）
Udemy是一家总部位于美国的教育科技企业，2010年成立，最初定位为大规模开放在线课程提供商，目前核心办公地点位于加州旧金山，在美、澳、印、爱、墨、土多国均设有分支机构。它主打在线教育平台，支持用户自主创建并分享课程，平台课程以按需点播的视频内容为主，截至2025年初已拥有数百万个人用户。
UDMY vs YOUL — 直观对比
营收规模更大
UDMY
是对方的1.5倍
$127.5M
净利率更高
YOUL
高出5.3%
-1.2%
损益表 — Q4 FY2025 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $194.0M | $127.5M |
| 净利润 | $-2.3M | $5.2M |
| 毛利率 | 66.0% | 14.1% |
| 营业利润率 | -1.8% | 5.0% |
| 净利率 | -1.2% | 4.1% |
| 营收同比 | -3.0% | — |
| 净利润同比 | 76.4% | — |
| 每股收益（稀释后） | $-0.01 | — |
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UDMYYOUL
| Q4 25 | $194.0M | — | ||
| Q3 25 | $195.7M | — | ||
| Q2 25 | $199.9M | $127.5M | ||
| Q1 25 | $200.3M | — | ||
| Q4 24 | $199.9M | — | ||
| Q3 24 | $195.4M | — | ||
| Q2 24 | $194.4M | — | ||
| Q1 24 | $196.8M | — |
净利润UDMYYOUL
| Q4 25 | $-2.3M | — | ||
| Q3 25 | $1.6M | — | ||
| Q2 25 | $6.3M | $5.2M | ||
| Q1 25 | $-1.8M | — | ||
| Q4 24 | $-9.9M | — | ||
| Q3 24 | $-25.3M | — | ||
| Q2 24 | $-31.8M | — | ||
| Q1 24 | $-18.3M | — |
毛利率UDMYYOUL
| Q4 25 | 66.0% | — | ||
| Q3 25 | 65.9% | — | ||
| Q2 25 | 66.1% | 14.1% | ||
| Q1 25 | 64.6% | — | ||
| Q4 24 | 63.6% | — | ||
| Q3 24 | 63.0% | — | ||
| Q2 24 | 62.3% | — | ||
| Q1 24 | 61.2% | — |
营业利润率UDMYYOUL
| Q4 25 | -1.8% | — | ||
| Q3 25 | -0.1% | — | ||
| Q2 25 | 2.0% | 5.0% | ||
| Q1 25 | -2.2% | — | ||
| Q4 24 | -5.8% | — | ||
| Q3 24 | -15.1% | — | ||
| Q2 24 | -13.1% | — | ||
| Q1 24 | -11.5% | — |
净利率UDMYYOUL
| Q4 25 | -1.2% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 3.1% | 4.1% | ||
| Q1 25 | -0.9% | — | ||
| Q4 24 | -4.9% | — | ||
| Q3 24 | -12.9% | — | ||
| Q2 24 | -16.4% | — | ||
| Q1 24 | -9.3% | — |
每股收益（稀释后）UDMYYOUL
| Q4 25 | $-0.01 | — | ||
| Q3 25 | $0.01 | — | ||
| Q2 25 | $0.04 | — | ||
| Q1 25 | $-0.01 | — | ||
| Q4 24 | $-0.06 | — | ||
| Q3 24 | $-0.17 | — | ||
| Q2 24 | $-0.21 | — | ||
| Q1 24 | $-0.12 | — |
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 | $358.7M | $22.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $210.5M | $-55.7M |
| 总资产 | $617.7M | $148.8M |
| 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UDMYYOUL
| Q4 25 | $358.7M | — | ||
| Q3 25 | $371.2M | — | ||
| Q2 25 | $392.0M | $22.2M | ||
| Q1 25 | $357.0M | — | ||
| Q4 24 | $354.4M | — | ||
| Q3 24 | $357.1M | — | ||
| Q2 24 | $420.9M | — | ||
| Q1 24 | $430.7M | — |
股东权益UDMYYOUL
| Q4 25 | $210.5M | — | ||
| Q3 25 | $221.8M | — | ||
| Q2 25 | $233.4M | $-55.7M | ||
| Q1 25 | $209.4M | — | ||
| Q4 24 | $197.4M | — | ||
| Q3 24 | $196.3M | — | ||
| Q2 24 | $252.3M | — | ||
| Q1 24 | $296.5M | — |
总资产UDMYYOUL
| Q4 25 | $617.7M | — | ||
| Q3 25 | $618.9M | — | ||
| Q2 25 | $644.0M | $148.8M | ||
| Q1 25 | $639.0M | — | ||
| Q4 24 | $605.6M | — | ||
| Q3 24 | $608.9M | — | ||
| Q2 24 | $671.9M | — | ||
| Q1 24 | $708.5M | — |
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 | $15.5M | — |
| 自由现金流经营现金流 - 资本支出 | $15.0M | — |
| 自由现金流率自由现金流/营收 | 7.7% | — |
| 资本支出强度资本支出/营收 | 0.3% | — |
| 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 | $81.9M | — |
8季度趋势，按日历期对齐
经营现金流UDMYYOUL
| Q4 25 | $15.5M | — | ||
| Q3 25 | $15.7M | — | ||
| Q2 25 | $44.2M | — | ||
| Q1 25 | $12.2M | — | ||
| Q4 24 | $9.6M | — | ||
| Q3 24 | $-6.1M | — | ||
| Q2 24 | $28.6M | — | ||
| Q1 24 | $21.0M | — |
自由现金流UDMYYOUL
| Q4 25 | $15.0M | — | ||
| Q3 25 | $15.1M | — | ||
| Q2 25 | $41.9M | — | ||
| Q1 25 | $9.8M | — | ||
| Q4 24 | $8.4M | — | ||
| Q3 24 | $-6.7M | — | ||
| Q2 24 | $28.2M | — | ||
| Q1 24 | $20.8M | — |
自由现金流率UDMYYOUL
| Q4 25 | 7.7% | — | ||
| Q3 25 | 7.7% | — | ||
| Q2 25 | 21.0% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 4.2% | — | ||
| Q3 24 | -3.4% | — | ||
| Q2 24 | 14.5% | — | ||
| Q1 24 | 10.6% | — |
资本支出强度UDMYYOUL
| Q4 25 | 0.3% | — | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | 0.2% | — | ||
| Q1 24 | 0.1% | — |
现金转化率UDMYYOUL
| Q4 25 | — | — | ||
| Q3 25 | 9.58× | — | ||
| Q2 25 | 7.06× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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
