vs
ARBOR REALTY TRUST INC(ABR)与DigitalOcean Holdings, Inc.(DOCN)财务数据对比。点击上方公司名可切换其他公司
DigitalOcean Holdings, Inc.的季度营收约是ARBOR REALTY TRUST INC的1.8倍($242.4M vs $133.4M),DigitalOcean Holdings, Inc.同比增速更快(18.3% vs -12.1%),过去两年DigitalOcean Holdings, Inc.的营收复合增速更高(14.5% vs -8.9%)
Arbor Realty Trust Inc.是总部位于美国的专业房地产投资信托(REIT)企业,主要为多户住宅及商业地产项目提供结构性融资服务,涵盖过渡贷款、机构贷款、夹层融资等品类,服务覆盖美国各地的地产持有者、开发商及房产投资群体。
DigitalOcean Holdings, Inc.是美国跨国科技企业及云服务提供商,总部位于美国科罗拉多州布鲁姆菲尔德,在全球布局15个数据中心,面向开发者、初创企业及中小微企业提供稳定易用的云基础设施即服务平台,助力各类技术团队高效开展业务。
ABR vs DOCN — 直观对比
营收规模更大
DOCN
是对方的1.8倍
$133.4M
营收增速更快
DOCN
高出30.4%
-12.1%
两年增速更快
DOCN
近两年复合增速
-8.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $133.4M | $242.4M |
| 净利润 | — | $25.7M |
| 毛利率 | — | 58.7% |
| 营业利润率 | — | 16.0% |
| 净利率 | — | 10.6% |
| 营收同比 | -12.1% | 18.3% |
| 净利润同比 | — | 40.5% |
| 每股收益(稀释后) | $0.08 | $0.23 |
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
ABR
DOCN
| Q4 25 | $133.4M | $242.4M | ||
| Q3 25 | $112.4M | $229.6M | ||
| Q2 25 | $130.4M | $218.7M | ||
| Q1 25 | $134.2M | $210.7M | ||
| Q4 24 | $151.7M | $204.9M | ||
| Q3 24 | $156.7M | $198.5M | ||
| Q2 24 | $153.1M | $192.5M | ||
| Q1 24 | $160.7M | $184.7M |
净利润
ABR
DOCN
| Q4 25 | — | $25.7M | ||
| Q3 25 | $52.0M | $158.4M | ||
| Q2 25 | $36.3M | $37.0M | ||
| Q1 25 | $43.4M | $38.2M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | $73.5M | $32.9M | ||
| Q2 24 | $61.8M | $19.1M | ||
| Q1 24 | $73.2M | $14.1M |
毛利率
ABR
DOCN
| Q4 25 | — | 58.7% | ||
| Q3 25 | — | 59.6% | ||
| Q2 25 | — | 59.9% | ||
| Q1 25 | — | 61.4% | ||
| Q4 24 | — | 57.1% | ||
| Q3 24 | — | 60.2% | ||
| Q2 24 | — | 61.0% | ||
| Q1 24 | — | 60.7% |
营业利润率
ABR
DOCN
| Q4 25 | — | 16.0% | ||
| Q3 25 | — | 19.6% | ||
| Q2 25 | — | 16.3% | ||
| Q1 25 | — | 17.9% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | — | 12.4% | ||
| Q2 24 | — | 11.6% | ||
| Q1 24 | 46.9% | 6.2% |
净利率
ABR
DOCN
| Q4 25 | — | 10.6% | ||
| Q3 25 | 46.3% | 69.0% | ||
| Q2 25 | 27.8% | 16.9% | ||
| Q1 25 | 32.3% | 18.1% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | 46.9% | 16.6% | ||
| Q2 24 | 40.4% | 9.9% | ||
| Q1 24 | 45.6% | 7.7% |
每股收益(稀释后)
ABR
DOCN
| Q4 25 | $0.08 | $0.23 | ||
| Q3 25 | $0.20 | $1.51 | ||
| Q2 25 | $0.12 | $0.39 | ||
| Q1 25 | $0.16 | $0.39 | ||
| Q4 24 | $0.31 | $0.21 | ||
| Q3 24 | $0.31 | $0.33 | ||
| Q2 24 | $0.25 | $0.20 | ||
| Q1 24 | $0.31 | $0.15 |
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 | $482.9M | $254.5M |
| 总债务越低越好 | $11.1B | $1.3B |
| 股东权益账面价值 | $3.0B | $-28.7M |
| 总资产 | $14.5B | $1.8B |
| 负债/权益比越低杠杆越低 | 3.75× | — |
8季度趋势,按日历期对齐
现金及短期投资
ABR
DOCN
| Q4 25 | $482.9M | $254.5M | ||
| Q3 25 | $423.4M | $236.6M | ||
| Q2 25 | $255.7M | $387.7M | ||
| Q1 25 | $308.8M | $360.4M | ||
| Q4 24 | $503.8M | $428.4M | ||
| Q3 24 | $687.5M | $439.9M | ||
| Q2 24 | $737.5M | $443.1M | ||
| Q1 24 | $908.0M | $419.1M |
总债务
ABR
DOCN
| Q4 25 | $11.1B | $1.3B | ||
| Q3 25 | $10.4B | $1.3B | ||
| Q2 25 | $10.1B | — | ||
| Q1 25 | $9.9B | — | ||
| Q4 24 | $10.0B | $1.5B | ||
| Q3 24 | $10.3B | — | ||
| Q2 24 | $10.6B | — | ||
| Q1 24 | $11.4B | — |
股东权益
ABR
DOCN
| Q4 25 | $3.0B | $-28.7M | ||
| Q3 25 | $3.0B | $-69.6M | ||
| Q2 25 | $3.0B | $-175.2M | ||
| Q1 25 | $3.0B | $-210.7M | ||
| Q4 24 | $3.0B | $-203.0M | ||
| Q3 24 | $3.0B | $-211.7M | ||
| Q2 24 | $3.1B | $-253.8M | ||
| Q1 24 | $3.1B | $-286.1M |
总资产
ABR
DOCN
| Q4 25 | $14.5B | $1.8B | ||
| Q3 25 | $13.9B | $1.7B | ||
| Q2 25 | $13.6B | $1.7B | ||
| Q1 25 | $13.4B | $1.6B | ||
| Q4 24 | $13.5B | $1.6B | ||
| Q3 24 | $13.9B | $1.5B | ||
| Q2 24 | $14.2B | $1.5B | ||
| Q1 24 | $15.1B | $1.5B |
负债/权益比
ABR
DOCN
| Q4 25 | 3.75× | — | ||
| Q3 25 | 3.47× | — | ||
| Q2 25 | 3.40× | — | ||
| Q1 25 | 3.29× | — | ||
| Q4 24 | 3.29× | — | ||
| Q3 24 | 3.40× | — | ||
| Q2 24 | 3.47× | — | ||
| Q1 24 | 3.68× | — |
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 | $372.4M | $57.3M |
| 自由现金流经营现金流 - 资本支出 | — | $31.1M |
| 自由现金流率自由现金流/营收 | — | 12.8% |
| 资本支出强度资本支出/营收 | — | 10.8% |
| 现金转化率经营现金流/净利润 | — | 2.23× |
| 过去12个月自由现金流最近4个季度 | — | $180.5M |
8季度趋势,按日历期对齐
经营现金流
ABR
DOCN
| Q4 25 | $372.4M | $57.3M | ||
| Q3 25 | $178.7M | $95.8M | ||
| Q2 25 | $60.0M | $92.4M | ||
| Q1 25 | $150.5M | $64.1M | ||
| Q4 24 | $461.5M | $71.3M | ||
| Q3 24 | $85.0M | $73.4M | ||
| Q2 24 | $69.9M | $71.3M | ||
| Q1 24 | $260.0M | $66.7M |
自由现金流
ABR
DOCN
| Q4 25 | — | $31.1M | ||
| Q3 25 | — | $88.0M | ||
| Q2 25 | — | $59.3M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | — | $26.1M | ||
| Q3 24 | — | $16.0M | ||
| Q2 24 | — | $39.5M | ||
| Q1 24 | — | $23.0M |
自由现金流率
ABR
DOCN
| Q4 25 | — | 12.8% | ||
| Q3 25 | — | 38.3% | ||
| Q2 25 | — | 27.1% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 12.7% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | — | 20.5% | ||
| Q1 24 | — | 12.5% |
资本支出强度
ABR
DOCN
| Q4 25 | — | 10.8% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 15.2% | ||
| Q1 25 | — | 29.4% | ||
| Q4 24 | — | 22.1% | ||
| Q3 24 | — | 28.9% | ||
| Q2 24 | — | 16.6% | ||
| Q1 24 | — | 23.6% |
现金转化率
ABR
DOCN
| Q4 25 | — | 2.23× | ||
| Q3 25 | 3.44× | 0.60× | ||
| Q2 25 | 1.65× | 2.50× | ||
| Q1 25 | 3.47× | 1.68× | ||
| Q4 24 | — | 3.91× | ||
| Q3 24 | 1.16× | 2.23× | ||
| Q2 24 | 1.13× | 3.73× | ||
| Q1 24 | 3.55× | 4.72× |
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
ABR
暂无分部数据
DOCN
| Scalers | $84.3M | 35% |
| Scalers Plus | $69.9M | 29% |
| Builders | $64.1M | 26% |
| Learners Testers And Other | $24.1M | 10% |