vs
Alight, Inc.（ALIT）与DoorDash（DASH）财务数据对比。点击上方公司名可切换其他公司
DoorDash的季度营收约是Alight, Inc.的6.1倍（$4.0B vs $653.0M）。DoorDash净利率更高（5.4% vs -142.7%，领先148.1%）。DoorDash同比增速更快（37.7% vs -4.0%）。DoorDash自由现金流更多（$367.0M vs $99.0M）。过去两年DoorDash的营收复合增速更高（25.5% vs 8.1%）
Alight公司是一家美国信息技术与咨询企业，专注于人力资源相关业务，主打基于云的系统服务、业务外包与咨询服务，为大型企业提供人力资本管理平台与外包方案，业务范围涵盖健康福利管理、财务管理以及退休规划等领域。
DoorDash是美国头部在线订餐及配送平台，也是美国规模最大的外卖配送服务商，占据当地外卖配送市场56%的份额，便民配送品类市场占比更是高达60%。截至2020年12月31日，平台合作商户超45万家，服务消费者超2000万，注册配送员数量突破100万。
ALIT vs DASH — 直观对比
营收规模更大
DASH
是对方的6.1倍
$653.0M
营收增速更快
DASH
高出41.6%
-4.0%
净利率更高
DASH
高出148.1%
-142.7%
自由现金流更多
DASH
多$268.0M
$99.0M
两年增速更快
DASH
近两年复合增速
8.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $653.0M | $4.0B |
| 净利润 | $-932.0M | $213.0M |
| 毛利率 | 36.8% | — |
| 营业利润率 | -114.9% | 3.7% |
| 净利率 | -142.7% | 5.4% |
| 营收同比 | -4.0% | 37.7% |
| 净利润同比 | -11750.0% | 51.1% |
| 每股收益（稀释后） | $-1.77 | $0.49 |
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ALITDASH
| Q4 25 | $653.0M | $4.0B | ||
| Q3 25 | $533.0M | $3.4B | ||
| Q2 25 | $528.0M | $3.3B | ||
| Q1 25 | $548.0M | $3.0B | ||
| Q4 24 | $680.0M | $2.9B | ||
| Q3 24 | $555.0M | $2.7B | ||
| Q2 24 | $538.0M | $2.6B | ||
| Q1 24 | $559.0M | $2.5B |
净利润ALITDASH
| Q4 25 | $-932.0M | $213.0M | ||
| Q3 25 | $-1.1B | $244.0M | ||
| Q2 25 | $-1.1B | $285.0M | ||
| Q1 25 | $-25.0M | $193.0M | ||
| Q4 24 | $8.0M | $141.0M | ||
| Q3 24 | $-74.0M | $162.0M | ||
| Q2 24 | $23.0M | $-157.0M | ||
| Q1 24 | $-114.0M | $-23.0M |
毛利率ALITDASH
| Q4 25 | 36.8% | — | ||
| Q3 25 | 33.4% | — | ||
| Q2 25 | 33.3% | — | ||
| Q1 25 | 31.2% | — | ||
| Q4 24 | 39.9% | — | ||
| Q3 24 | 31.4% | — | ||
| Q2 24 | 31.0% | — | ||
| Q1 24 | 32.6% | — |
营业利润率ALITDASH
| Q4 25 | -114.9% | 3.7% | ||
| Q3 25 | -248.0% | 7.5% | ||
| Q2 25 | -191.3% | 5.0% | ||
| Q1 25 | -1.5% | 5.1% | ||
| Q4 24 | 6.5% | 4.1% | ||
| Q3 24 | -7.6% | 4.0% | ||
| Q2 24 | -9.7% | -7.6% | ||
| Q1 24 | -7.2% | -2.4% |
净利率ALITDASH
| Q4 25 | -142.7% | 5.4% | ||
| Q3 25 | -200.2% | 7.1% | ||
| Q2 25 | -203.2% | 8.7% | ||
| Q1 25 | -4.6% | 6.4% | ||
| Q4 24 | 1.2% | 4.9% | ||
| Q3 24 | -13.3% | 6.0% | ||
| Q2 24 | 4.3% | -6.0% | ||
| Q1 24 | -20.4% | -0.9% |
每股收益（稀释后）ALITDASH
| Q4 25 | $-1.77 | $0.49 | ||
| Q3 25 | $-2.02 | $0.55 | ||
| Q2 25 | $-2.03 | $0.65 | ||
| Q1 25 | $-0.05 | $0.44 | ||
| Q4 24 | $0.02 | $0.35 | ||
| Q3 24 | $-0.14 | $0.38 | ||
| Q2 24 | $0.04 | $-0.38 | ||
| Q1 24 | $-0.21 | $-0.06 |
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 | $273.0M | $4.4B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.0B | $10.0B |
| 总资产 | $4.6B | $19.7B |
| 负债/权益比越低杠杆越低 | 1.92× | — |
8季度趋势，按日历期对齐
现金及短期投资ALITDASH
| Q4 25 | $273.0M | $4.4B | ||
| Q3 25 | $205.0M | $3.3B | ||
| Q2 25 | $227.0M | $3.9B | ||
| Q1 25 | $223.0M | $4.5B | ||
| Q4 24 | $343.0M | $4.0B | ||
| Q3 24 | $300.0M | $3.7B | ||
| Q2 24 | $183.0M | $3.4B | ||
| Q1 24 | $256.0M | $3.1B |
总债务ALITDASH
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $2.8B | — | ||
| Q1 24 | $2.8B | — |
股东权益ALITDASH
| Q4 25 | $1.0B | $10.0B | ||
| Q3 25 | $2.0B | $9.5B | ||
| Q2 25 | $3.1B | $8.9B | ||
| Q1 25 | $4.2B | $8.4B | ||
| Q4 24 | $4.3B | $7.8B | ||
| Q3 24 | $4.3B | $7.6B | ||
| Q2 24 | $4.5B | $7.2B | ||
| Q1 24 | $4.5B | $7.0B |
总资产ALITDASH
| Q4 25 | $4.6B | $19.7B | ||
| Q3 25 | $5.5B | $18.0B | ||
| Q2 25 | $6.8B | $16.9B | ||
| Q1 25 | $7.9B | $13.6B | ||
| Q4 24 | $8.2B | $12.8B | ||
| Q3 24 | $8.3B | $12.3B | ||
| Q2 24 | $10.5B | $11.8B | ||
| Q1 24 | $10.7B | $11.4B |
负债/权益比ALITDASH
| Q4 25 | 1.92× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 0.65× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.47× | — | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 0.62× | — | ||
| Q1 24 | 0.62× | — |
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 | $124.0M | $421.0M |
| 自由现金流经营现金流 - 资本支出 | $99.0M | $367.0M |
| 自由现金流率自由现金流/营收 | 15.2% | 9.3% |
| 资本支出强度资本支出/营收 | 3.8% | 1.4% |
| 现金转化率经营现金流/净利润 | — | 1.98× |
| 过去12个月自由现金流最近4个季度 | $250.0M | $2.2B |
8季度趋势，按日历期对齐
经营现金流ALITDASH
| Q4 25 | $124.0M | $421.0M | ||
| Q3 25 | $77.0M | $871.0M | ||
| Q2 25 | $86.0M | $504.0M | ||
| Q1 25 | $73.0M | $635.0M | ||
| Q4 24 | $118.0M | $518.0M | ||
| Q3 24 | $-24.0M | $531.0M | ||
| Q2 24 | $58.0M | $530.0M | ||
| Q1 24 | $100.0M | $553.0M |
自由现金流ALITDASH
| Q4 25 | $99.0M | $367.0M | ||
| Q3 25 | $49.0M | $808.0M | ||
| Q2 25 | $58.0M | $438.0M | ||
| Q1 25 | $44.0M | $561.0M | ||
| Q4 24 | $92.0M | $486.0M | ||
| Q3 24 | $-52.0M | $499.0M | ||
| Q2 24 | $22.0M | $507.0M | ||
| Q1 24 | $69.0M | $536.0M |
自由现金流率ALITDASH
| Q4 25 | 15.2% | 9.3% | ||
| Q3 25 | 9.2% | 23.4% | ||
| Q2 25 | 11.0% | 13.3% | ||
| Q1 25 | 8.0% | 18.5% | ||
| Q4 24 | 13.5% | 16.9% | ||
| Q3 24 | -9.4% | 18.4% | ||
| Q2 24 | 4.1% | 19.3% | ||
| Q1 24 | 12.3% | 21.3% |
资本支出强度ALITDASH
| Q4 25 | 3.8% | 1.4% | ||
| Q3 25 | 5.3% | 1.8% | ||
| Q2 25 | 5.3% | 2.0% | ||
| Q1 25 | 5.3% | 2.4% | ||
| Q4 24 | 3.8% | 1.1% | ||
| Q3 24 | 5.0% | 1.2% | ||
| Q2 24 | 6.7% | 0.9% | ||
| Q1 24 | 5.5% | 0.7% |
现金转化率ALITDASH
| Q4 25 | — | 1.98× | ||
| Q3 25 | — | 3.57× | ||
| Q2 25 | — | 1.77× | ||
| Q1 25 | — | 3.29× | ||
| Q4 24 | 14.75× | 3.67× | ||
| Q3 24 | — | 3.28× | ||
| Q2 24 | 2.52× | — | ||
| Q1 24 | — | — |
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
ALIT
| Recurring | $607.0M | 93% |
| Projects | $46.0M | 7% |
DASH
暂无分部数据
