vs
Artisan Partners Asset Management Inc.（APAM）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
Artisan Partners Asset Management Inc.的季度营收约是DigitalOcean Holdings, Inc.的1.4倍（$335.5M vs $242.4M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 10.6%，领先24.6%），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 12.9%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $31.1M），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% vs 12.7%）
阿蒂森伙伴资产管理公司（Artisan Partners）是总部位于美国威斯康星州密尔沃基的资产管理机构，除美国本土外，还在都柏林、香港、伦敦、新加坡、悉尼设有办公室，为全球客户提供专业的资产管理服务。
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。
APAM vs DOCN — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $242.4M |
| 净利润 | $118.1M | $25.7M |
| 毛利率 | — | 58.7% |
| 营业利润率 | 39.2% | 16.0% |
| 净利率 | 35.2% | 10.6% |
| 营收同比 | 12.9% | 18.3% |
| 净利润同比 | 34.9% | 40.5% |
| 每股收益（稀释后） | $1.36 | $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
| Q4 25 | $335.5M | $242.4M | ||
| Q3 25 | $301.3M | $229.6M | ||
| Q2 25 | $282.7M | $218.7M | ||
| Q1 25 | $277.1M | $210.7M | ||
| Q4 24 | $297.1M | $204.9M | ||
| Q3 24 | $279.6M | $198.5M | ||
| Q2 24 | $270.8M | $192.5M | ||
| Q1 24 | $264.4M | $184.7M |
| Q4 25 | $118.1M | $25.7M | ||
| Q3 25 | $66.8M | $158.4M | ||
| Q2 25 | $67.6M | $37.0M | ||
| Q1 25 | $61.1M | $38.2M | ||
| Q4 24 | $87.5M | $18.3M | ||
| Q3 24 | $73.0M | $32.9M | ||
| Q2 24 | $57.6M | $19.1M | ||
| Q1 24 | $59.5M | $14.1M |
| 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% |
| Q4 25 | 39.2% | 16.0% | ||
| Q3 25 | 33.8% | 19.6% | ||
| Q2 25 | 28.2% | 16.3% | ||
| Q1 25 | 31.2% | 17.9% | ||
| Q4 24 | 36.7% | 15.9% | ||
| Q3 24 | 33.3% | 12.4% | ||
| Q2 24 | 32.0% | 11.6% | ||
| Q1 24 | 29.4% | 6.2% |
| Q4 25 | 35.2% | 10.6% | ||
| Q3 25 | 22.2% | 69.0% | ||
| Q2 25 | 23.9% | 16.9% | ||
| Q1 25 | 22.1% | 18.1% | ||
| Q4 24 | 29.5% | 8.9% | ||
| Q3 24 | 26.1% | 16.6% | ||
| Q2 24 | 21.3% | 9.9% | ||
| Q1 24 | 22.5% | 7.7% |
| Q4 25 | $1.36 | $0.23 | ||
| Q3 25 | $0.93 | $1.51 | ||
| Q2 25 | $0.94 | $0.39 | ||
| Q1 25 | $0.82 | $0.39 | ||
| Q4 24 | $0.99 | $0.21 | ||
| Q3 24 | $1.03 | $0.33 | ||
| Q2 24 | $0.80 | $0.20 | ||
| Q1 24 | $0.84 | $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 | — | $254.5M |
| 总债务越低越好 | $190.0M | $1.3B |
| 股东权益账面价值 | $438.8M | $-28.7M |
| 总资产 | $1.6B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.43× | — |
8季度趋势，按日历期对齐
| Q4 25 | — | $254.5M | ||
| Q3 25 | — | $236.6M | ||
| Q2 25 | — | $387.7M | ||
| Q1 25 | — | $360.4M | ||
| Q4 24 | — | $428.4M | ||
| Q3 24 | — | $439.9M | ||
| Q2 24 | — | $443.1M | ||
| Q1 24 | — | $419.1M |
| Q4 25 | $190.0M | $1.3B | ||
| Q3 25 | $190.0M | $1.3B | ||
| Q2 25 | $200.0M | — | ||
| Q1 25 | $200.0M | — | ||
| Q4 24 | $200.0M | $1.5B | ||
| Q3 24 | $200.0M | — | ||
| Q2 24 | $200.0M | — | ||
| Q1 24 | $200.0M | — |
| Q4 25 | $438.8M | $-28.7M | ||
| Q3 25 | $402.1M | $-69.6M | ||
| Q2 25 | $381.8M | $-175.2M | ||
| Q1 25 | $356.5M | $-210.7M | ||
| Q4 24 | $388.9M | $-203.0M | ||
| Q3 24 | $372.1M | $-211.7M | ||
| Q2 24 | $341.2M | $-253.8M | ||
| Q1 24 | $320.3M | $-286.1M |
| Q4 25 | $1.6B | $1.8B | ||
| Q3 25 | $1.6B | $1.7B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.6B | $1.6B | ||
| Q3 24 | $1.6B | $1.5B | ||
| Q2 24 | $1.5B | $1.5B | ||
| Q1 24 | $1.5B | $1.5B |
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.52× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.59× | — | ||
| 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 | $172.0M | $57.3M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $31.1M |
| 自由现金流率自由现金流/营收 | 51.2% | 12.8% |
| 资本支出强度资本支出/营收 | 0.1% | 10.8% |
| 现金转化率经营现金流/净利润 | 1.46× | 2.23× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $180.5M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $57.3M | ||
| Q3 25 | $40.4M | $95.8M | ||
| Q2 25 | $50.9M | $92.4M | ||
| Q1 25 | $157.9M | $64.1M | ||
| Q4 24 | $372.8M | $71.3M | ||
| Q3 24 | $112.8M | $73.4M | ||
| Q2 24 | $75.9M | $71.3M | ||
| Q1 24 | $147.0M | $66.7M |
| Q4 25 | $171.6M | $31.1M | ||
| Q3 25 | $40.4M | $88.0M | ||
| Q2 25 | $50.9M | $59.3M | ||
| Q1 25 | $157.7M | $2.1M | ||
| Q4 24 | $371.3M | $26.1M | ||
| Q3 24 | $112.4M | $16.0M | ||
| Q2 24 | $75.2M | $39.5M | ||
| Q1 24 | $146.9M | $23.0M |
| Q4 25 | 51.2% | 12.8% | ||
| Q3 25 | 13.4% | 38.3% | ||
| Q2 25 | 18.0% | 27.1% | ||
| Q1 25 | 56.9% | 1.0% | ||
| Q4 24 | 125.0% | 12.7% | ||
| Q3 24 | 40.2% | 8.1% | ||
| Q2 24 | 27.8% | 20.5% | ||
| Q1 24 | 55.6% | 12.5% |
| Q4 25 | 0.1% | 10.8% | ||
| Q3 25 | 0.0% | 3.4% | ||
| Q2 25 | 0.0% | 15.2% | ||
| Q1 25 | 0.1% | 29.4% | ||
| Q4 24 | 0.5% | 22.1% | ||
| Q3 24 | 0.1% | 28.9% | ||
| Q2 24 | 0.2% | 16.6% | ||
| Q1 24 | 0.0% | 23.6% |
| Q4 25 | 1.46× | 2.23× | ||
| Q3 25 | 0.60× | 0.60× | ||
| Q2 25 | 0.75× | 2.50× | ||
| Q1 25 | 2.58× | 1.68× | ||
| Q4 24 | 4.26× | 3.91× | ||
| Q3 24 | 1.54× | 2.23× | ||
| Q2 24 | 1.32× | 3.73× | ||
| Q1 24 | 2.47× | 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
APAM
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% |
