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WW INTERNATIONAL, INC.(WW)与YELP INC(YELP)财务数据对比。点击上方公司名可切换其他公司
YELP INC的季度营收约是WW INTERNATIONAL, INC.的2.0倍($360.0M vs $184.3M)。YELP INC净利率更高(10.5% vs -30.5%,领先41.0%)。YELP INC同比增速更快(-0.5% vs -4.5%)。YELP INC自由现金流更多($72.3M vs $8.4M)。过去两年YELP INC的营收复合增速更高(4.0% vs -9.9%)
WW国际前身为慧俪轻体国际,是一家总部位于美国的全球性企业,主营减重与体重管理、健身及心态调整相关服务,核心产品为慧俪轻体综合减重饮食方案。公司由纽约皇后区的家庭主妇珍·妮德奇于1963年创立,截至2019年,其服务包含手机应用及网站线上方案、线上或电话指导、线下见面会三种模式。
Yelp Inc.是一家总部位于旧金山的美国企业,旗下运营Yelp.com网站与Yelp移动应用,主打用户生成的本地商户点评内容,同时还提供Yelp Guest Manager餐桌预订服务,为消费者和商家搭建双向信息对接的服务平台。
WW vs YELP — 直观对比
营收规模更大
YELP
是对方的2.0倍
$184.3M
营收增速更快
YELP
高出3.9%
-4.5%
净利率更高
YELP
高出41.0%
-30.5%
自由现金流更多
YELP
多$63.9M
$8.4M
两年增速更快
YELP
近两年复合增速
-9.9%
损益表 — Q3 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $184.3M | $360.0M |
| 净利润 | $-56.3M | $37.8M |
| 毛利率 | 72.2% | — |
| 营业利润率 | 5.8% | 13.6% |
| 净利率 | -30.5% | 10.5% |
| 营收同比 | -4.5% | -0.5% |
| 净利润同比 | -21.8% | -10.5% |
| 每股收益(稀释后) | $-5.63 | $0.60 |
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
WW
YELP
| Q4 25 | — | $360.0M | ||
| Q3 25 | $184.3M | $376.0M | ||
| Q2 25 | $12.2M | $370.4M | ||
| Q1 25 | $186.6M | $358.5M | ||
| Q4 24 | $184.4M | $362.0M | ||
| Q3 24 | $192.9M | $360.3M | ||
| Q2 24 | $202.1M | $357.0M | ||
| Q1 24 | $206.5M | $332.8M |
净利润
WW
YELP
| Q4 25 | — | $37.8M | ||
| Q3 25 | $-56.3M | $39.3M | ||
| Q2 25 | $1.3M | $44.1M | ||
| Q1 25 | $-72.6M | $24.4M | ||
| Q4 24 | $25.1M | $42.2M | ||
| Q3 24 | $-46.2M | $38.4M | ||
| Q2 24 | $23.3M | $38.0M | ||
| Q1 24 | $-347.9M | $14.2M |
毛利率
WW
YELP
| Q4 25 | — | — | ||
| Q3 25 | 72.2% | — | ||
| Q2 25 | 73.2% | — | ||
| Q1 25 | 71.2% | — | ||
| Q4 24 | 69.7% | — | ||
| Q3 24 | 67.1% | — | ||
| Q2 24 | 67.9% | — | ||
| Q1 24 | 66.7% | — |
营业利润率
WW
YELP
| Q4 25 | — | 13.6% | ||
| Q3 25 | 5.8% | 14.1% | ||
| Q2 25 | 21.3% | 14.4% | ||
| Q1 25 | -10.8% | 8.2% | ||
| Q4 24 | 19.6% | 14.8% | ||
| Q3 24 | -20.2% | 12.9% | ||
| Q2 24 | 17.8% | 11.1% | ||
| Q1 24 | -130.4% | 3.4% |
净利率
WW
YELP
| Q4 25 | — | 10.5% | ||
| Q3 25 | -30.5% | 10.5% | ||
| Q2 25 | 10.3% | 11.9% | ||
| Q1 25 | -38.9% | 6.8% | ||
| Q4 24 | 13.6% | 11.7% | ||
| Q3 24 | -23.9% | 10.7% | ||
| Q2 24 | 11.5% | 10.7% | ||
| Q1 24 | -168.4% | 4.3% |
每股收益(稀释后)
WW
YELP
| Q4 25 | — | $0.60 | ||
| Q3 25 | $-5.63 | $0.61 | ||
| Q2 25 | $0.13 | $0.67 | ||
| Q1 25 | $-0.91 | $0.36 | ||
| Q4 24 | $0.34 | $0.58 | ||
| Q3 24 | $-0.58 | $0.56 | ||
| Q2 24 | $0.29 | $0.54 | ||
| Q1 24 | $-4.39 | $0.20 |
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 | $170.1M | $319.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $323.0M | $710.9M |
| 总资产 | $968.8M | $958.5M |
| 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
WW
YELP
| Q4 25 | — | $319.4M | ||
| Q3 25 | $170.1M | $333.6M | ||
| Q2 25 | $152.4M | $301.1M | ||
| Q1 25 | $236.3M | $324.4M | ||
| Q4 24 | $53.0M | $317.9M | ||
| Q3 24 | $57.2M | $397.0M | ||
| Q2 24 | $42.7M | $384.8M | ||
| Q1 24 | $66.6M | $420.8M |
总债务
WW
YELP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.4B | — |
股东权益
WW
YELP
| Q4 25 | — | $710.9M | ||
| Q3 25 | $323.0M | $733.2M | ||
| Q2 25 | $381.0M | $746.4M | ||
| Q1 25 | $-1.2B | $728.0M | ||
| Q4 24 | $-1.1B | $744.0M | ||
| Q3 24 | $-1.1B | $739.5M | ||
| Q2 24 | $-1.1B | $735.3M | ||
| Q1 24 | $-1.1B | $722.0M |
总资产
WW
YELP
| Q4 25 | — | $958.5M | ||
| Q3 25 | $968.8M | $989.9M | ||
| Q2 25 | $1.0B | $980.2M | ||
| Q1 25 | $696.9M | $985.2M | ||
| Q4 24 | $550.3M | $983.6M | ||
| Q3 24 | $562.4M | $980.2M | ||
| Q2 24 | $614.3M | $965.0M | ||
| Q1 24 | $654.2M | $993.5M |
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 | $8.4M | $84.5M |
| 自由现金流经营现金流 - 资本支出 | $8.4M | $72.3M |
| 自由现金流率自由现金流/营收 | 4.6% | 20.1% |
| 资本支出强度资本支出/营收 | 0.0% | 3.4% |
| 现金转化率经营现金流/净利润 | — | 2.24× |
| 过去12个月自由现金流最近4个季度 | — | $323.7M |
8季度趋势,按日历期对齐
经营现金流
WW
YELP
| Q4 25 | — | $84.5M | ||
| Q3 25 | $8.4M | $131.5M | ||
| Q2 25 | $11.5M | $58.0M | ||
| Q1 25 | $15.0M | $98.0M | ||
| Q4 24 | $4.6M | $71.0M | ||
| Q3 24 | $16.5M | $102.3M | ||
| Q2 24 | $-1.9M | $39.7M | ||
| Q1 24 | $-36.0M | $72.9M |
自由现金流
WW
YELP
| Q4 25 | — | $72.3M | ||
| Q3 25 | $8.4M | $118.9M | ||
| Q2 25 | — | $45.0M | ||
| Q1 25 | $15.0M | $87.5M | ||
| Q4 24 | $4.5M | $60.0M | ||
| Q3 24 | $16.4M | $92.5M | ||
| Q2 24 | $-2.2M | $30.1M | ||
| Q1 24 | $-36.5M | $65.9M |
自由现金流率
WW
YELP
| Q4 25 | — | 20.1% | ||
| Q3 25 | 4.6% | 31.6% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | 8.0% | 24.4% | ||
| Q4 24 | 2.4% | 16.6% | ||
| Q3 24 | 8.5% | 25.7% | ||
| Q2 24 | -1.1% | 8.4% | ||
| Q1 24 | -17.7% | 19.8% |
资本支出强度
WW
YELP
| Q4 25 | — | 3.4% | ||
| Q3 25 | 0.0% | 3.3% | ||
| Q2 25 | 0.0% | 3.5% | ||
| Q1 25 | 0.0% | 2.9% | ||
| Q4 24 | 0.1% | 3.0% | ||
| Q3 24 | 0.1% | 2.7% | ||
| Q2 24 | 0.1% | 2.7% | ||
| Q1 24 | 0.2% | 2.1% |
现金转化率
WW
YELP
| Q4 25 | — | 2.24× | ||
| Q3 25 | — | 3.34× | ||
| Q2 25 | 9.18× | 1.32× | ||
| Q1 25 | — | 4.02× | ||
| Q4 24 | 0.18× | 1.68× | ||
| Q3 24 | — | 2.66× | ||
| Q2 24 | -0.08× | 1.04× | ||
| Q1 24 | — | 5.15× |
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
WW
暂无分部数据
YELP
| Advertising Services | $231.4M | 64% |
| Advertising Restaurants And Other | $106.8M | 30% |
| Other Revenue | $21.8M | 6% |