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Enact Holdings, Inc.（ACT）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
Enact Holdings, Inc.的季度营收约是DigitalOcean Holdings, Inc.的1.3倍（$312.7M vs $242.4M），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 3.6%），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% vs 3.6%）
Enact Holdings, Inc.是美国领先的私人抵押贷款保险服务商，为银行、信用社等各类住宅抵押贷款机构提供风险缓释解决方案，帮助首付较低的购房者获得可负担的住房贷款，助力更多美国普通消费者实现安居需求。
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。
ACT vs DOCN — 直观对比
营收规模更大
ACT
是对方的1.3倍
$242.4M
营收增速更快
DOCN
高出14.7%
3.6%
两年增速更快
DOCN
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $242.4M |
| 净利润 | — | $25.7M |
| 毛利率 | — | 58.7% |
| 营业利润率 | 71.3% | 16.0% |
| 净利率 | — | 10.6% |
| 营收同比 | 3.6% | 18.3% |
| 净利润同比 | — | 40.5% |
| 每股收益（稀释后） | $1.23 | $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ACTDOCN
| Q4 25 | $312.7M | $242.4M | ||
| Q3 25 | $311.5M | $229.6M | ||
| Q2 25 | $304.9M | $218.7M | ||
| Q1 25 | $306.8M | $210.7M | ||
| Q4 24 | $301.8M | $204.9M | ||
| Q3 24 | $309.6M | $198.5M | ||
| Q2 24 | $298.8M | $192.5M | ||
| Q1 24 | $291.6M | $184.7M |
净利润ACTDOCN
| Q4 25 | — | $25.7M | ||
| Q3 25 | — | $158.4M | ||
| Q2 25 | — | $37.0M | ||
| Q1 25 | — | $38.2M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | — | $32.9M | ||
| Q2 24 | — | $19.1M | ||
| Q1 24 | — | $14.1M |
毛利率ACTDOCN
| 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ACTDOCN
| Q4 25 | 71.3% | 16.0% | ||
| Q3 25 | 67.4% | 19.6% | ||
| Q2 25 | 70.4% | 16.3% | ||
| Q1 25 | 68.9% | 17.9% | ||
| Q4 24 | 68.9% | 15.9% | ||
| Q3 24 | 74.1% | 12.4% | ||
| Q2 24 | 78.6% | 11.6% | ||
| Q1 24 | 70.6% | 6.2% |
净利率ACTDOCN
| Q4 25 | — | 10.6% | ||
| Q3 25 | — | 69.0% | ||
| Q2 25 | — | 16.9% | ||
| Q1 25 | — | 18.1% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | — | 16.6% | ||
| Q2 24 | — | 9.9% | ||
| Q1 24 | — | 7.7% |
每股收益（稀释后）ACTDOCN
| Q4 25 | $1.23 | $0.23 | ||
| Q3 25 | $1.10 | $1.51 | ||
| Q2 25 | $1.11 | $0.39 | ||
| Q1 25 | $1.08 | $0.39 | ||
| Q4 24 | $1.05 | $0.21 | ||
| Q3 24 | $1.15 | $0.33 | ||
| Q2 24 | $1.16 | $0.20 | ||
| Q1 24 | $1.01 | $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 | $582.5M | $254.5M |
| 总债务越低越好 | $744.5M | $1.3B |
| 股东权益账面价值 | $5.4B | $-28.7M |
| 总资产 | $6.9B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.14× | — |
8季度趋势，按日历期对齐
现金及短期投资ACTDOCN
| Q4 25 | $582.5M | $254.5M | ||
| Q3 25 | $545.6M | $236.6M | ||
| Q2 25 | $616.0M | $387.7M | ||
| Q1 25 | $639.0M | $360.4M | ||
| Q4 24 | $602.8M | $428.4M | ||
| Q3 24 | $674.9M | $439.9M | ||
| Q2 24 | $711.3M | $443.1M | ||
| Q1 24 | $624.3M | $419.1M |
总债务ACTDOCN
| Q4 25 | $744.5M | $1.3B | ||
| Q3 25 | $744.1M | $1.3B | ||
| Q2 25 | $743.8M | — | ||
| Q1 25 | $743.4M | — | ||
| Q4 24 | $743.0M | $1.5B | ||
| Q3 24 | $742.7M | — | ||
| Q2 24 | $742.4M | — | ||
| Q1 24 | $746.1M | — |
股东权益ACTDOCN
| Q4 25 | $5.4B | $-28.7M | ||
| Q3 25 | $5.3B | $-69.6M | ||
| Q2 25 | $5.2B | $-175.2M | ||
| Q1 25 | $5.1B | $-210.7M | ||
| Q4 24 | $5.0B | $-203.0M | ||
| Q3 24 | $5.0B | $-211.7M | ||
| Q2 24 | $4.8B | $-253.8M | ||
| Q1 24 | $4.7B | $-286.1M |
总资产ACTDOCN
| Q4 25 | $6.9B | $1.8B | ||
| Q3 25 | $6.9B | $1.7B | ||
| Q2 25 | $6.8B | $1.7B | ||
| Q1 25 | $6.7B | $1.6B | ||
| Q4 24 | $6.5B | $1.6B | ||
| Q3 24 | $6.6B | $1.5B | ||
| Q2 24 | $6.3B | $1.5B | ||
| Q1 24 | $6.3B | $1.5B |
负债/权益比ACTDOCN
| Q4 25 | 0.14× | — | ||
| Q3 25 | 0.14× | — | ||
| Q2 25 | 0.14× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.15× | — | ||
| Q1 24 | 0.16× | — |
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 | $724.5M | $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ACTDOCN
| Q4 25 | $724.5M | $57.3M | ||
| Q3 25 | $192.0M | $95.8M | ||
| Q2 25 | $119.5M | $92.4M | ||
| Q1 25 | $226.7M | $64.1M | ||
| Q4 24 | $686.3M | $71.3M | ||
| Q3 24 | $188.1M | $73.4M | ||
| Q2 24 | $144.7M | $71.3M | ||
| Q1 24 | $187.3M | $66.7M |
自由现金流ACTDOCN
| 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ACTDOCN
| 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ACTDOCN
| 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ACTDOCN
| Q4 25 | — | 2.23× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 2.50× | ||
| Q1 25 | — | 1.68× | ||
| Q4 24 | — | 3.91× | ||
| Q3 24 | — | 2.23× | ||
| Q2 24 | — | 3.73× | ||
| Q1 24 | — | 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
ACT
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% |
