vs
宝尊电商（BZUN）与叮咚买菜（DDL）财务数据对比。点击上方公司名可切换其他公司
叮咚买菜的季度营收约是宝尊电商的1.4倍（$115.3M vs $84.2M）。叮咚买菜净利率更高（5.8% vs -2.0%，领先7.8%）
宝尊是中国领先的品牌电商服务商，为全球及本土消费品牌提供店铺运营、数字营销、物流履约、客户服务、技术支持等全链路电商解决方案，覆盖时尚、美妆、快消、消费电子等多个核心零售领域。
叮咚买菜是中国领先的前置仓模式生鲜电商平台，主营新鲜蔬果、肉禽蛋奶、粮油米面、预制菜及日用百货等商品，依托高效供应链与分布式仓储为国内城市消费者提供最快30分钟配送到家的服务，主打高性价比与食材品质。
BZUN vs DDL — 直观对比
营收规模更大
DDL
是对方的1.4倍
$84.2M
净利率更高
DDL
高出7.8%
-2.0%
损益表 — Q2 2025 vs Q3 2022
| 指标 | | |
|---|---|---|
| 营收 | $84.2M | $115.3M |
| 净利润 | $-1.7M | $6.7M |
| 毛利率 | — | — |
| 营业利润率 | -1.7% | 5.3% |
| 净利率 | -2.0% | 5.8% |
| 营收同比 | — | — |
| 净利润同比 | — | — |
| 每股收益（稀释后） | — | $-0.02 |
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BZUNDDL
| Q2 25 | $84.2M | — | ||
| Q2 24 | $83.0K | — | ||
| Q2 23 | $80.1M | — | ||
| Q3 22 | — | $115.3M | ||
| Q2 22 | — | $136.7M | ||
| Q1 22 | — | $118.5M |
净利润BZUNDDL
| Q2 25 | $-1.7M | — | ||
| Q2 24 | $-1.7K | — | ||
| Q2 23 | $-1.7M | — | ||
| Q3 22 | — | $6.7M | ||
| Q2 22 | — | $717.6K | ||
| Q1 22 | — | $10.4M |
营业利润率BZUNDDL
| Q2 25 | -1.7% | — | ||
| Q2 24 | -1.7% | — | ||
| Q2 23 | -1.8% | — | ||
| Q3 22 | — | 5.3% | ||
| Q2 22 | — | 0.0% | ||
| Q1 22 | — | 8.2% |
净利率BZUNDDL
| Q2 25 | -2.0% | — | ||
| Q2 24 | -2.0% | — | ||
| Q2 23 | -2.2% | — | ||
| Q3 22 | — | 5.8% | ||
| Q2 22 | — | 0.5% | ||
| Q1 22 | — | 8.8% |
每股收益（稀释后）BZUNDDL
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q3 22 | — | $-0.02 | ||
| Q2 22 | — | $-0.00 | ||
| Q1 22 | — | $-0.03 |
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 | $6.9M | $113.7M |
| 总债务越低越好 | — | $135.8K |
| 股东权益账面价值 | $10.7M | $4.5M |
| 总资产 | $25.9M | $178.3M |
| 负债/权益比越低杠杆越低 | — | 0.03× |
8季度趋势，按日历期对齐
现金及短期投资BZUNDDL
| Q2 25 | $6.9M | — | ||
| Q2 24 | $49.6K | — | ||
| Q2 23 | $60.0M | — | ||
| Q3 22 | — | $113.7M | ||
| Q2 22 | — | $124.9M | ||
| Q1 22 | — | $105.6M |
总债务BZUNDDL
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q3 22 | — | $135.8K | ||
| Q2 22 | — | $322.0K | ||
| Q1 22 | — | $527.9K |
股东权益BZUNDDL
| Q2 25 | $10.7M | — | ||
| Q2 24 | $80.2K | — | ||
| Q2 23 | $80.0M | — | ||
| Q3 22 | — | $4.5M | ||
| Q2 22 | — | $8.5M | ||
| Q1 22 | — | $5.9M |
总资产BZUNDDL
| Q2 25 | $25.9M | — | ||
| Q2 24 | $188.8K | — | ||
| Q2 23 | $195.7M | — | ||
| Q3 22 | — | $178.3M | ||
| Q2 22 | — | $194.3M | ||
| Q1 22 | — | $187.7M |
负债/权益比BZUNDDL
| Q2 25 | — | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q3 22 | — | 0.03× | ||
| Q2 22 | — | 0.04× | ||
| Q1 22 | — | 0.09× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
