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Amplitude, Inc.（AMPL）与DigitalBridge Group, Inc.（DBRG）财务数据对比。点击上方公司名可切换其他公司
DigitalBridge Group, Inc.的季度营收约是Amplitude, Inc.的1.2倍（$105.7M vs $91.4M），DigitalBridge Group, Inc.净利率更高（61.5% vs -19.3%，领先80.8%），Amplitude, Inc.同比增速更快（17.0% vs 4.1%），DigitalBridge Group, Inc.自由现金流更多（$258.0M vs $12.7M），过去两年DigitalBridge Group, Inc.的营收复合增速更高（19.2% vs 12.2%）
Amplitude是一家美国企业，专注于研发数字分析软件，能够帮助企业梳理用户行为数据、优化产品决策与数字化运营体验。该公司于2021年9月28日在纳斯达克交易所挂牌上市，股票代码为AMPL。
DigitalBridge Group（DBRG）是全球领先的数字基础设施投资企业，核心业务覆盖通信基站、数据中心、光纤网络、小基站及边缘算力设施的投资、持有与运营。公司总部位于美国博卡拉顿，在洛杉矶、纽约、丹佛、伦敦、新加坡多地设有办公点，截至2025年6月，旗下管理资产规模达1060亿美元。
AMPL vs DBRG — 直观对比
营收规模更大
DBRG
是对方的1.2倍
$91.4M
营收增速更快
AMPL
高出12.9%
4.1%
净利率更高
DBRG
高出80.8%
-19.3%
自由现金流更多
DBRG
多$245.3M
$12.7M
两年增速更快
DBRG
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $105.7M |
| 净利润 | $-17.7M | $65.1M |
| 毛利率 | 74.6% | — |
| 营业利润率 | -18.3% | — |
| 净利率 | -19.3% | 61.5% |
| 营收同比 | 17.0% | 4.1% |
| 净利润同比 | 45.8% | — |
| 每股收益（稀释后） | $-0.13 | $0.28 |
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AMPLDBRG
| Q4 25 | $91.4M | $105.7M | ||
| Q3 25 | $88.6M | $93.3M | ||
| Q2 25 | $83.3M | $85.3M | ||
| Q1 25 | $80.0M | $90.1M | ||
| Q4 24 | $78.1M | $101.6M | ||
| Q3 24 | $75.2M | $76.6M | ||
| Q2 24 | $73.3M | $390.3M | ||
| Q1 24 | $72.6M | $74.4M |
净利润AMPLDBRG
| Q4 25 | $-17.7M | $65.1M | ||
| Q3 25 | $-24.0M | $31.4M | ||
| Q2 25 | $-24.7M | $31.6M | ||
| Q1 25 | $-22.2M | $13.8M | ||
| Q4 24 | $-32.6M | — | ||
| Q3 24 | $-16.9M | $13.8M | ||
| Q2 24 | $-23.4M | $91.4M | ||
| Q1 24 | $-21.5M | $-29.6M |
毛利率AMPLDBRG
| Q4 25 | 74.6% | — | ||
| Q3 25 | 73.9% | — | ||
| Q2 25 | 72.6% | — | ||
| Q1 25 | 74.7% | — | ||
| Q4 24 | 74.7% | — | ||
| Q3 24 | 75.1% | — | ||
| Q2 24 | 73.4% | — | ||
| Q1 24 | 74.0% | — |
营业利润率AMPLDBRG
| Q4 25 | -18.3% | — | ||
| Q3 25 | -26.0% | -13.9% | ||
| Q2 25 | -29.0% | -31.2% | ||
| Q1 25 | -26.8% | -11.5% | ||
| Q4 24 | -41.2% | 5.7% | ||
| Q3 24 | -21.4% | 62.4% | ||
| Q2 24 | -31.7% | 33.5% | ||
| Q1 24 | -29.0% | -20.7% |
净利率AMPLDBRG
| Q4 25 | -19.3% | 61.5% | ||
| Q3 25 | -27.1% | 33.7% | ||
| Q2 25 | -29.6% | 37.1% | ||
| Q1 25 | -27.8% | 15.3% | ||
| Q4 24 | -41.7% | — | ||
| Q3 24 | -22.4% | 18.0% | ||
| Q2 24 | -31.9% | 23.4% | ||
| Q1 24 | -29.5% | -39.8% |
每股收益（稀释后）AMPLDBRG
| Q4 25 | $-0.13 | $0.28 | ||
| Q3 25 | $-0.18 | $0.09 | ||
| Q2 25 | $-0.19 | $0.10 | ||
| Q1 25 | $-0.17 | $-0.01 | ||
| Q4 24 | $-0.25 | — | ||
| Q3 24 | $-0.14 | $-0.01 | ||
| Q2 24 | $-0.19 | $0.44 | ||
| Q1 24 | $-0.18 | $-0.28 |
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 | $192.0M | $382.5M |
| 总债务越低越好 | — | $298.8M |
| 股东权益账面价值 | $245.3M | $2.1B |
| 总资产 | $420.7M | $3.4B |
| 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AMPLDBRG
| Q4 25 | $192.0M | $382.5M | ||
| Q3 25 | $189.2M | $358.4M | ||
| Q2 25 | $208.1M | $340.7M | ||
| Q1 25 | $209.0M | $349.9M | ||
| Q4 24 | $241.1M | $302.2M | ||
| Q3 24 | $319.9M | $294.4M | ||
| Q2 24 | $318.3M | $261.2M | ||
| Q1 24 | $316.1M | $247.4M |
总债务AMPLDBRG
| Q4 25 | — | $298.8M | ||
| Q3 25 | — | $327.9M | ||
| Q2 25 | — | $298.0M | ||
| Q1 25 | — | $296.9M | ||
| Q4 24 | — | $296.4M | ||
| Q3 24 | — | $295.8M | ||
| Q2 24 | — | $295.3M | ||
| Q1 24 | — | $366.5M |
股东权益AMPLDBRG
| Q4 25 | $245.3M | $2.1B | ||
| Q3 25 | $262.2M | $2.1B | ||
| Q2 25 | $279.5M | $2.0B | ||
| Q1 25 | $289.5M | $2.0B | ||
| Q4 24 | $296.6M | $2.0B | ||
| Q3 24 | $290.0M | $2.0B | ||
| Q2 24 | $287.3M | $2.0B | ||
| Q1 24 | $289.2M | $1.8B |
总资产AMPLDBRG
| Q4 25 | $420.7M | $3.4B | ||
| Q3 25 | $438.1M | $3.5B | ||
| Q2 25 | $456.6M | $3.4B | ||
| Q1 25 | $445.8M | $3.4B | ||
| Q4 24 | $445.9M | $3.5B | ||
| Q3 24 | $445.6M | $3.5B | ||
| Q2 24 | $445.4M | $3.5B | ||
| Q1 24 | $437.9M | $3.5B |
负债/权益比AMPLDBRG
| Q4 25 | — | 0.14× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | 0.20× |
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 | $12.8M | $259.3M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $258.0M |
| 自由现金流率自由现金流/营收 | 13.8% | 244.0% |
| 资本支出强度资本支出/营收 | 0.2% | 1.3% |
| 现金转化率经营现金流/净利润 | — | 3.99× |
| 过去12个月自由现金流最近4个季度 | $28.2M | $440.5M |
8季度趋势，按日历期对齐
经营现金流AMPLDBRG
| Q4 25 | $12.8M | $259.3M | ||
| Q3 25 | $5.0M | $56.5M | ||
| Q2 25 | $20.1M | $77.0M | ||
| Q1 25 | $-8.0M | $50.3M | ||
| Q4 24 | $3.2M | $60.1M | ||
| Q3 24 | $6.2M | $35.9M | ||
| Q2 24 | $9.2M | $22.5M | ||
| Q1 24 | $-48.0K | $-27.0M |
自由现金流AMPLDBRG
| Q4 25 | $12.7M | $258.0M | ||
| Q3 25 | $4.5M | $56.1M | ||
| Q2 25 | $19.5M | $76.4M | ||
| Q1 25 | $-8.5M | $50.0M | ||
| Q4 24 | $2.4M | $56.5M | ||
| Q3 24 | $6.2M | — | ||
| Q2 24 | $8.6M | $22.3M | ||
| Q1 24 | $-405.0K | $-30.1M |
自由现金流率AMPLDBRG
| Q4 25 | 13.8% | 244.0% | ||
| Q3 25 | 5.1% | 60.2% | ||
| Q2 25 | 23.4% | 89.5% | ||
| Q1 25 | -10.6% | 55.5% | ||
| Q4 24 | 3.1% | 55.7% | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | 11.8% | 5.7% | ||
| Q1 24 | -0.6% | -40.4% |
资本支出强度AMPLDBRG
| Q4 25 | 0.2% | 1.3% | ||
| Q3 25 | 0.5% | 0.4% | ||
| Q2 25 | 0.6% | 0.7% | ||
| Q1 25 | 0.5% | 0.3% | ||
| Q4 24 | 1.0% | 3.5% | ||
| Q3 24 | 0.0% | 0.0% | ||
| Q2 24 | 0.8% | 0.1% | ||
| Q1 24 | 0.5% | 4.1% |
现金转化率AMPLDBRG
| Q4 25 | — | 3.99× | ||
| Q3 25 | — | 1.80× | ||
| Q2 25 | — | 2.43× | ||
| Q1 25 | — | 3.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.61× | ||
| Q2 24 | — | 0.25× | ||
| 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
AMPL
| US | $55.8M | 61% |
| International | $35.7M | 39% |
DBRG
暂无分部数据
