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Digital Turbine, Inc.（APPS）与EverCommerce Inc.（EVCM）财务数据对比。点击上方公司名可切换其他公司
Digital Turbine, Inc.的季度营收约是EverCommerce Inc.的1.0倍（$151.4M vs $151.2M），EverCommerce Inc.净利率更高（4.0% vs 3.4%，领先0.6%），Digital Turbine, Inc.同比增速更快（12.4% vs 5.2%），过去两年Digital Turbine, Inc.的营收复合增速更高（16.2% vs 4.7%）
Digital Turbine是一家全球移动广告科技企业，为移动运营商、设备厂商及应用开发者提供端到端的应用变现、用户获取和定向广告解决方案，业务覆盖北美、欧洲、亚太地区，服务电信、移动科技、消费应用等多个核心领域。
EverCommerce Inc.是面向服务类中小企业的领先集成SaaS解决方案提供商，核心市场覆盖北美及部分全球区域，产品线包含业务管理、支付处理、客户互动、营销工具等，服务家庭服务、健康康养、健身等多个细分领域。
APPS vs EVCM — 直观对比
营收规模更大
APPS
是对方的1.0倍
$151.2M
营收增速更快
APPS
高出7.3%
5.2%
净利率更高
EVCM
高出0.6%
3.4%
两年增速更快
APPS
近两年复合增速
4.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $151.4M | $151.2M |
| 净利润 | $5.1M | $6.0M |
| 毛利率 | 57.4% | — |
| 营业利润率 | 14.3% | 8.8% |
| 净利率 | 3.4% | 4.0% |
| 营收同比 | 12.4% | 5.2% |
| 净利润同比 | 122.1% | 149.4% |
| 每股收益（稀释后） | $0.03 | $0.04 |
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APPSEVCM
| Q4 25 | $151.4M | $151.2M | ||
| Q3 25 | $140.4M | $147.5M | ||
| Q2 25 | $130.9M | $148.0M | ||
| Q1 25 | $119.2M | $142.3M | ||
| Q4 24 | $134.6M | $143.7M | ||
| Q3 24 | $118.7M | $140.1M | ||
| Q2 24 | $118.0M | $140.5M | ||
| Q1 24 | $112.2M | $137.9M |
净利润APPSEVCM
| Q4 25 | $5.1M | $6.0M | ||
| Q3 25 | $-21.4M | $11.1M | ||
| Q2 25 | $-14.1M | $8.2M | ||
| Q1 25 | $-18.8M | $-7.7M | ||
| Q4 24 | $-23.1M | $-12.2M | ||
| Q3 24 | $-25.0M | $-9.2M | ||
| Q2 24 | $-25.2M | $-3.4M | ||
| Q1 24 | $-236.5M | $-16.3M |
毛利率APPSEVCM
| Q4 25 | 57.4% | — | ||
| Q3 25 | 55.1% | — | ||
| Q2 25 | 55.6% | — | ||
| Q1 25 | 55.4% | — | ||
| Q4 24 | 48.0% | — | ||
| Q3 24 | 52.6% | — | ||
| Q2 24 | 52.7% | — | ||
| Q1 24 | 52.3% | — |
营业利润率APPSEVCM
| Q4 25 | 14.3% | 8.8% | ||
| Q3 25 | 4.7% | 10.8% | ||
| Q2 25 | -3.6% | 10.7% | ||
| Q1 25 | -9.8% | 10.0% | ||
| Q4 24 | -9.5% | 8.8% | ||
| Q3 24 | -11.4% | 7.2% | ||
| Q2 24 | -13.6% | 5.5% | ||
| Q1 24 | -185.2% | -3.1% |
净利率APPSEVCM
| Q4 25 | 3.4% | 4.0% | ||
| Q3 25 | -15.2% | 7.5% | ||
| Q2 25 | -10.8% | 5.5% | ||
| Q1 25 | -15.8% | -5.4% | ||
| Q4 24 | -17.2% | -8.5% | ||
| Q3 24 | -21.0% | -6.5% | ||
| Q2 24 | -21.3% | -2.4% | ||
| Q1 24 | -210.7% | -11.8% |
每股收益（稀释后）APPSEVCM
| Q4 25 | $0.03 | $0.04 | ||
| Q3 25 | $-0.20 | $0.06 | ||
| Q2 25 | $-0.13 | $0.04 | ||
| Q1 25 | $-0.18 | $-0.04 | ||
| Q4 24 | $-0.22 | $-0.06 | ||
| Q3 24 | $-0.24 | $-0.05 | ||
| Q2 24 | $-0.25 | $-0.02 | ||
| Q1 24 | $-2.33 | $-0.09 |
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 | $40.2M | $129.7M |
| 总债务越低越好 | $355.0M | $523.4M |
| 股东权益账面价值 | $194.6M | $716.9M |
| 总资产 | $858.2M | $1.4B |
| 负债/权益比越低杠杆越低 | 1.82× | 0.73× |
8季度趋势，按日历期对齐
现金及短期投资APPSEVCM
| Q4 25 | $40.2M | $129.7M | ||
| Q3 25 | $38.8M | $106.9M | ||
| Q2 25 | $33.4M | $151.1M | ||
| Q1 25 | $39.4M | $148.4M | ||
| Q4 24 | $34.6M | $135.8M | ||
| Q3 24 | $32.1M | $101.6M | ||
| Q2 24 | $35.0M | $86.7M | ||
| Q1 24 | $32.9M | $90.0M |
总债务APPSEVCM
| Q4 25 | $355.0M | $523.4M | ||
| Q3 25 | $396.4M | $524.6M | ||
| Q2 25 | $400.5M | $525.8M | ||
| Q1 25 | $408.7M | $526.9M | ||
| Q4 24 | $408.2M | $527.9M | ||
| Q3 24 | $407.6M | $529.0M | ||
| Q2 24 | $393.8M | $530.1M | ||
| Q1 24 | $383.5M | $531.1M |
股东权益APPSEVCM
| Q4 25 | $194.6M | $716.9M | ||
| Q3 25 | $148.1M | $728.5M | ||
| Q2 25 | $152.3M | $744.0M | ||
| Q1 25 | $154.0M | $739.6M | ||
| Q4 24 | $163.6M | $750.8M | ||
| Q3 24 | $182.4M | $770.7M | ||
| Q2 24 | $196.0M | $784.1M | ||
| Q1 24 | $213.9M | $800.7M |
总资产APPSEVCM
| Q4 25 | $858.2M | $1.4B | ||
| Q3 25 | $818.7M | $1.4B | ||
| Q2 25 | $818.4M | $1.4B | ||
| Q1 25 | $812.9M | $1.4B | ||
| Q4 24 | $839.7M | $1.4B | ||
| Q3 24 | $844.5M | $1.5B | ||
| Q2 24 | $860.2M | $1.5B | ||
| Q1 24 | $865.5M | $1.5B |
负债/权益比APPSEVCM
| Q4 25 | 1.82× | 0.73× | ||
| Q3 25 | 2.68× | 0.72× | ||
| Q2 25 | 2.63× | 0.71× | ||
| Q1 25 | 2.65× | 0.71× | ||
| Q4 24 | 2.50× | 0.70× | ||
| Q3 24 | 2.24× | 0.69× | ||
| Q2 24 | 2.01× | 0.68× | ||
| Q1 24 | 1.79× | 0.66× |
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 | $14.2M | $21.3M |
| 自由现金流经营现金流 - 资本支出 | — | $21.0M |
| 自由现金流率自由现金流/营收 | — | 13.9% |
| 资本支出强度资本支出/营收 | — | 0.2% |
| 现金转化率经营现金流/净利润 | 2.78× | 3.52× |
| 过去12个月自由现金流最近4个季度 | — | $109.2M |
8季度趋势，按日历期对齐
经营现金流APPSEVCM
| Q4 25 | $14.2M | $21.3M | ||
| Q3 25 | $14.5M | $32.5M | ||
| Q2 25 | $8.8M | $27.0M | ||
| Q1 25 | $11.9M | $30.7M | ||
| Q4 24 | $10.4M | $48.4M | ||
| Q3 24 | $-8.7M | $27.5M | ||
| Q2 24 | $-1.4M | $23.9M | ||
| Q1 24 | $28.7M | $13.3M |
自由现金流APPSEVCM
| Q4 25 | — | $21.0M | ||
| Q3 25 | — | $31.6M | ||
| Q2 25 | — | $26.5M | ||
| Q1 25 | — | $30.2M | ||
| Q4 24 | — | $48.2M | ||
| Q3 24 | — | $27.4M | ||
| Q2 24 | — | $23.3M | ||
| Q1 24 | — | $12.9M |
自由现金流率APPSEVCM
| Q4 25 | — | 13.9% | ||
| Q3 25 | — | 21.4% | ||
| Q2 25 | — | 17.9% | ||
| Q1 25 | — | 21.2% | ||
| Q4 24 | — | 33.5% | ||
| Q3 24 | — | 19.5% | ||
| Q2 24 | — | 16.6% | ||
| Q1 24 | — | 9.4% |
资本支出强度APPSEVCM
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.5% | ||
| Q1 24 | — | 0.3% |
现金转化率APPSEVCM
| Q4 25 | 2.78× | 3.52× | ||
| Q3 25 | — | 2.93× | ||
| Q2 25 | — | 3.31× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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
APPS
| On Device Solutions | $99.6M | 66% |
| App Growth Platform | $52.6M | 35% |
EVCM
| Transferred Over Time | $146.4M | 97% |
| Transferred At Point In Time | $4.8M | 3% |
