Pinterest, Inc. operates as a visual discovery engine in the United States and internationally.
$18.96-4.19%
报价 2026-11-06
市值
$9.49B
EV
$13.76B
PE (TTM)
65.5x
预期 PE (FY2026)
9.7x
52 周区间距高点 -31.8%
$15.42$27.79
筛选结果
pipeline · 2026-11-06Keep✗ 高增长✗ Cheap✓ GARP
GARP Pool: growth 10-30%, P/FCF <= 20, MC/GP <= 11
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.2x | 1.83 → 2.27（1.2x） | 8.3 |
| FY+32028-12 | 1.3x | 1.83 → 2.65（1.4x） | 7.1 |
毛利率 79% · TTM 收入 $4680M · 基数 EPS 1.83（调整后）
电话会信号
辅助标签Q3 20262026-10-29
扩产AI 词频高下调/撤回指引
指引 下调
信心 3
分析师 3
“We expect to re-accelerate growth over time and return to mid to high teens revenue growth.”
原文引用（2）
- 扩产：investments in GPU capacity
- 下调/撤回指引：We expect Q4 revenue to be in the range of $1.425 billion-$1.475 billion, representing 8%-12% year-over-year growth.
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研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| PINSPinterest, Inc. | $9.49B | -4.2% | +14.2% | 78.2% | 65.5x | 37.7x | 10.1x | GARP |
| TWLOTwilio Inc. | $31.26B | +0.5% | +20.8% | 48.4% | 38.2x | 119.5x | 39.3x | |
| NBISNebius Group N.V. | $31.08B | +7.6% | +508.2% | 77.1% | 498.0x | 33.0x | – | 高增长 |
| FOXAFox Corporation | $28.11B | -1.5% | +8.2% | 32.9% | 12.4x | 6.9x | 12.1x | |
| BCEBCE Inc. | $20.16B | -1.9% | – | 30.9% | 5.1x | 5.0x | – | Cheap |
| VIVTelefônica Brasil S.A. | $18.26B | +1.0% | – | 81.3% | 21.2x | 6.4x | – | |
| RCIRogers Communications Inc. | $18.01B | -2.2% | – | 24.5% | 4.2x | 5.0x | – | Cheap |
| TUTELUS Corporation | $14.48B | -3.3% | – | 14.9% | 25.0x | 8.1x | – | |
| TLKPerusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk | $10.95B | +1.6% | +3.8% | 56.5% | 11.4x | 3.0x | 4.6x | Cheap |
| 同行中位数 | – | – | +14.5% | 40.7% | 16.8x | 6.7x | 12.1x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 | 2024-09-30 Q3 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.18B | $1.01B | $1.32B | $1.05B | $998.2M | $855M | $1.15B | $898.4M |
| Gross Margin | 78.2% | 76.3% | 82.8% | 79.8% | 79.7% | 76.7% | 82.9% | 79.1% |
| Operating Margin | -3.5% | -3.3% | 22.8% | 5.6% | -0.4% | -4.1% | 22.7% | -0.7% |
| Net Income | $-46.7M | $-73.6M | $277.1M | $92.1M | $38.8M | $8.9M | $1.85B | $30.6M |
| Diluted EPS | -0.08 | -0.12 | 0.41 | 0.13 | 0.06 | 0.01 | 2.68 | 0.04 |
| Operating Cash Flow | $292.9M | $328M | $391.2M | $321.7M | $207.7M | $363.7M | $254M | $248M |