vs
好事达(ALL)与DOCUSIGN, INC.(DOCU)财务数据对比。点击上方公司名可切换其他公司
好事达的季度营收约是DOCUSIGN, INC.的1.1倍($922.0M vs $818.4M),好事达净利率更高(266.6% vs 10.2%,领先256.4%),DOCUSIGN, INC.同比增速更快(8.4% vs 7.2%)
好事达集团是面向美国、加拿大市场的综合性保险服务商,提供财产险、意外险及其他保险产品。旗下设好事达保险、保障服务、健康福利、到期财产责任险四大板块,主营私人乘用车险、房屋保险,亦覆盖摩托车、房车、越野车等特种车险及各类个人保险产品。
DocuSign是总部位于美国加利福尼亚州旧金山的软件企业,为各类机构提供多设备支持的电子协议管理及电子签名相关产品。截至2025年,公司在180个国家拥有约170万客户,其处理的签名符合美国ESIGN法案、欧盟eIDAS法规要求,满足欧盟高级及合格签名标准。
ALL vs DOCU — 直观对比
营收规模更大
ALL
是对方的1.1倍
$818.4M
营收增速更快
DOCU
高出1.2%
7.2%
净利率更高
ALL
高出256.4%
10.2%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $922.0M | $818.4M |
| 净利润 | $2.5B | $83.7M |
| 毛利率 | — | 79.2% |
| 营业利润率 | -1400.3% | 10.4% |
| 净利率 | 266.6% | 10.2% |
| 营收同比 | 7.2% | 8.4% |
| 净利润同比 | — | 34.1% |
| 每股收益(稀释后) | $9.25 | $0.40 |
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
ALL
DOCU
| Q1 26 | $922.0M | — | ||
| Q4 25 | $17.3B | $818.4M | ||
| Q3 25 | $17.3B | $800.6M | ||
| Q2 25 | $16.6B | $763.7M | ||
| Q1 25 | $16.5B | — | ||
| Q4 24 | $16.5B | — | ||
| Q3 24 | $16.6B | — | ||
| Q2 24 | $15.7B | — |
净利润
ALL
DOCU
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $83.7M | ||
| Q3 25 | $3.7B | $63.0M | ||
| Q2 25 | $2.1B | $72.1M | ||
| Q1 25 | $595.0M | — | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $331.0M | — |
毛利率
ALL
DOCU
| Q1 26 | — | — | ||
| Q4 25 | — | 79.2% | ||
| Q3 25 | — | 79.3% | ||
| Q2 25 | — | 79.4% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率
ALL
DOCU
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 10.4% | ||
| Q3 25 | — | 8.1% | ||
| Q2 25 | — | 7.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
净利率
ALL
DOCU
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 10.2% | ||
| Q3 25 | 21.7% | 7.9% | ||
| Q2 25 | 12.7% | 9.4% | ||
| Q1 25 | 3.6% | — | ||
| Q4 24 | 11.7% | — | ||
| Q3 24 | 7.2% | — | ||
| Q2 24 | 2.1% | — |
每股收益(稀释后)
ALL
DOCU
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $0.40 | ||
| Q3 25 | $13.95 | $0.30 | ||
| Q2 25 | $7.76 | $0.34 | ||
| Q1 25 | $2.11 | — | ||
| Q4 24 | $7.07 | — | ||
| Q3 24 | $4.33 | — | ||
| Q2 24 | $1.13 | — |
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 | — | $583.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $31.6B | $2.0B |
| 总资产 | $124.0B | $4.0B |
| 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
ALL
DOCU
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $583.3M | ||
| Q3 25 | $8.7B | $600.0M | ||
| Q2 25 | $9.6B | $657.4M | ||
| Q1 25 | $6.5B | — | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $7.0B | — | ||
| Q2 24 | $5.3B | — |
总债务
ALL
DOCU
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | — | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $8.1B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.1B | — | ||
| Q2 24 | $8.1B | — |
股东权益
ALL
DOCU
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $2.0B | ||
| Q3 25 | $27.5B | $2.0B | ||
| Q2 25 | $24.0B | $2.0B | ||
| Q1 25 | $22.1B | — | ||
| Q4 24 | $21.4B | — | ||
| Q3 24 | $20.9B | — | ||
| Q2 24 | $18.6B | — |
总资产
ALL
DOCU
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $4.0B | ||
| Q3 25 | $120.4B | $3.9B | ||
| Q2 25 | $115.9B | $3.9B | ||
| Q1 25 | $115.2B | — | ||
| Q4 24 | $111.6B | — | ||
| Q3 24 | $113.7B | — | ||
| Q2 24 | $108.4B | — |
负债/权益比
ALL
DOCU
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | — | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.34× | — | ||
| Q1 25 | 0.37× | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.43× | — |
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 | — | $290.3M |
| 自由现金流经营现金流 - 资本支出 | — | $262.9M |
| 自由现金流率自由现金流/营收 | — | 32.1% |
| 资本支出强度资本支出/营收 | — | 3.3% |
| 现金转化率经营现金流/净利润 | — | 3.47× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
ALL
DOCU
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $290.3M | ||
| Q3 25 | $3.3B | $246.1M | ||
| Q2 25 | $1.9B | $251.4M | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $2.4B | — |
自由现金流
ALL
DOCU
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $262.9M | ||
| Q3 25 | $3.2B | $217.6M | ||
| Q2 25 | $1.9B | $227.8M | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $3.1B | — | ||
| Q2 24 | $2.3B | — |
自由现金流率
ALL
DOCU
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 32.1% | ||
| Q3 25 | 18.8% | 27.2% | ||
| Q2 25 | 11.3% | 29.8% | ||
| Q1 25 | 11.4% | — | ||
| Q4 24 | 10.0% | — | ||
| Q3 24 | 18.9% | — | ||
| Q2 24 | 14.7% | — |
资本支出强度
ALL
DOCU
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 3.3% | ||
| Q3 25 | 0.3% | 3.6% | ||
| Q2 25 | 0.0% | 3.1% | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 0.4% | — |
现金转化率
ALL
DOCU
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 3.47× | ||
| Q3 25 | 0.88× | 3.91× | ||
| Q2 25 | 0.89× | 3.49× | ||
| Q1 25 | 3.30× | — | ||
| Q4 24 | 0.88× | — | ||
| Q3 24 | 2.69× | — | ||
| Q2 24 | 7.13× | — |
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
ALL
暂无分部数据
DOCU
| Subscription And Circulation | $801.0M | 98% |
| Professional Services And Other | $17.4M | 2% |