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Cincinnati Financial（CINF）与DoorDash（DASH）财务数据对比。点击上方公司名可切换其他公司
DoorDash的季度营收约是Cincinnati Financial的1.4倍（$4.0B vs $2.8B），Cincinnati Financial净利率更高（9.6% vs 5.4%，领先4.2%），DoorDash同比增速更快（37.7% vs -1.7%），过去两年DoorDash的营收复合增速更高（25.5% vs 5.2%）
辛辛那提金融公司主营财产与意外伤害保险，通过旗下辛辛那提保险公司、辛辛那提赔偿公司及辛辛那提意外伤害保险公司运营核心业务。目前该公司在美国国内财险保费市场占比达1.01%，按市场份额计算位列美国第20大保险公司。
DoorDash是美国头部在线订餐及配送平台，也是美国规模最大的外卖配送服务商，占据当地外卖配送市场56%的份额，便民配送品类市场占比更是高达60%。截至2020年12月31日，平台合作商户超45万家，服务消费者超2000万，注册配送员数量突破100万。
CINF vs DASH — 直观对比
营收规模更大
DASH
是对方的1.4倍
$2.8B
营收增速更快
DASH
高出39.4%
-1.7%
净利率更高
CINF
高出4.2%
5.4%
两年增速更快
DASH
近两年复合增速
5.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $4.0B |
| 净利润 | $274.0M | $213.0M |
| 毛利率 | — | — |
| 营业利润率 | — | 3.7% |
| 净利率 | 9.6% | 5.4% |
| 营收同比 | -1.7% | 37.7% |
| 净利润同比 | 404.4% | 51.1% |
| 每股收益（稀释后） | — | $0.49 |
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CINFDASH
| Q1 26 | $2.8B | — | ||
| Q4 25 | $3.1B | $4.0B | ||
| Q3 25 | $3.7B | $3.4B | ||
| Q2 25 | $3.2B | $3.3B | ||
| Q1 25 | $2.6B | $3.0B | ||
| Q4 24 | $2.5B | $2.9B | ||
| Q3 24 | $3.3B | $2.7B | ||
| Q2 24 | $2.5B | $2.6B |
净利润CINFDASH
| Q1 26 | $274.0M | — | ||
| Q4 25 | $676.0M | $213.0M | ||
| Q3 25 | $1.1B | $244.0M | ||
| Q2 25 | $685.0M | $285.0M | ||
| Q1 25 | $-90.0M | $193.0M | ||
| Q4 24 | $405.0M | $141.0M | ||
| Q3 24 | $820.0M | $162.0M | ||
| Q2 24 | $312.0M | $-157.0M |
营业利润率CINFDASH
| Q1 26 | — | — | ||
| Q4 25 | 27.2% | 3.7% | ||
| Q3 25 | 37.9% | 7.5% | ||
| Q2 25 | 26.3% | 5.0% | ||
| Q1 25 | -5.0% | 5.1% | ||
| Q4 24 | 18.9% | 4.1% | ||
| Q3 24 | 31.3% | 4.0% | ||
| Q2 24 | 15.2% | -7.6% |
净利率CINFDASH
| Q1 26 | 9.6% | — | ||
| Q4 25 | 21.9% | 5.4% | ||
| Q3 25 | 30.1% | 7.1% | ||
| Q2 25 | 21.1% | 8.7% | ||
| Q1 25 | -3.5% | 6.4% | ||
| Q4 24 | 16.0% | 4.9% | ||
| Q3 24 | 24.7% | 6.0% | ||
| Q2 24 | 12.3% | -6.0% |
每股收益（稀释后）CINFDASH
| Q1 26 | — | — | ||
| Q4 25 | $4.29 | $0.49 | ||
| Q3 25 | $7.11 | $0.55 | ||
| Q2 25 | $4.34 | $0.65 | ||
| Q1 25 | $-0.57 | $0.44 | ||
| Q4 24 | $2.57 | $0.35 | ||
| Q3 24 | $5.20 | $0.38 | ||
| Q2 24 | $1.98 | $-0.38 |
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 | $1.2B | $4.4B |
| 总债务越低越好 | $816.0M | — |
| 股东权益账面价值 | $15.7B | $10.0B |
| 总资产 | $41.2B | $19.7B |
| 负债/权益比越低杠杆越低 | 0.05× | — |
8季度趋势，按日历期对齐
现金及短期投资CINFDASH
| Q1 26 | $1.2B | — | ||
| Q4 25 | $148.0M | $4.4B | ||
| Q3 25 | $1.6B | $3.3B | ||
| Q2 25 | $1.1B | $3.9B | ||
| Q1 25 | $1.1B | $4.5B | ||
| Q4 24 | $1.3B | $4.0B | ||
| Q3 24 | $1.8B | $3.7B | ||
| Q2 24 | $771.0M | $3.4B |
总债务CINFDASH
| Q1 26 | $816.0M | — | ||
| Q4 25 | $861.0M | — | ||
| Q3 25 | $858.0M | — | ||
| Q2 25 | $859.0M | — | ||
| Q1 25 | $853.0M | — | ||
| Q4 24 | $850.0M | — | ||
| Q3 24 | $849.0M | — | ||
| Q2 24 | $849.0M | — |
股东权益CINFDASH
| Q1 26 | $15.7B | — | ||
| Q4 25 | $15.9B | $10.0B | ||
| Q3 25 | $15.4B | $9.5B | ||
| Q2 25 | $14.3B | $8.9B | ||
| Q1 25 | $13.7B | $8.4B | ||
| Q4 24 | $13.9B | $7.8B | ||
| Q3 24 | $13.8B | $7.6B | ||
| Q2 24 | $12.8B | $7.2B |
总资产CINFDASH
| Q1 26 | $41.2B | — | ||
| Q4 25 | $41.0B | $19.7B | ||
| Q3 25 | $40.6B | $18.0B | ||
| Q2 25 | $38.8B | $16.9B | ||
| Q1 25 | $37.3B | $13.6B | ||
| Q4 24 | $36.5B | $12.8B | ||
| Q3 24 | $37.0B | $12.3B | ||
| Q2 24 | $34.8B | $11.8B |
负债/权益比CINFDASH
| Q1 26 | 0.05× | — | ||
| Q4 25 | 0.05× | — | ||
| Q3 25 | 0.06× | — | ||
| Q2 25 | 0.06× | — | ||
| Q1 25 | 0.06× | — | ||
| Q4 24 | 0.06× | — | ||
| Q3 24 | 0.06× | — | ||
| Q2 24 | 0.07× | — |
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 | — | $421.0M |
| 自由现金流经营现金流 - 资本支出 | — | $367.0M |
| 自由现金流率自由现金流/营收 | — | 9.3% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 现金转化率经营现金流/净利润 | — | 1.98× |
| 过去12个月自由现金流最近4个季度 | — | $2.2B |
8季度趋势，按日历期对齐
经营现金流CINFDASH
| Q1 26 | — | — | ||
| Q4 25 | $947.0M | $421.0M | ||
| Q3 25 | $1.1B | $871.0M | ||
| Q2 25 | $741.0M | $504.0M | ||
| Q1 25 | $310.0M | $635.0M | ||
| Q4 24 | $642.0M | $518.0M | ||
| Q3 24 | $912.0M | $531.0M | ||
| Q2 24 | $742.0M | $530.0M |
自由现金流CINFDASH
| Q1 26 | — | — | ||
| Q4 25 | $939.0M | $367.0M | ||
| Q3 25 | $1.1B | $808.0M | ||
| Q2 25 | $737.0M | $438.0M | ||
| Q1 25 | $307.0M | $561.0M | ||
| Q4 24 | $638.0M | $486.0M | ||
| Q3 24 | $906.0M | $499.0M | ||
| Q2 24 | $737.0M | $507.0M |
自由现金流率CINFDASH
| Q1 26 | — | — | ||
| Q4 25 | 30.4% | 9.3% | ||
| Q3 25 | 29.8% | 23.4% | ||
| Q2 25 | 22.7% | 13.3% | ||
| Q1 25 | 12.0% | 18.5% | ||
| Q4 24 | 25.1% | 16.9% | ||
| Q3 24 | 27.3% | 18.4% | ||
| Q2 24 | 29.0% | 19.3% |
资本支出强度CINFDASH
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 1.4% | ||
| Q3 25 | 0.1% | 1.8% | ||
| Q2 25 | 0.1% | 2.0% | ||
| Q1 25 | 0.1% | 2.4% | ||
| Q4 24 | 0.2% | 1.1% | ||
| Q3 24 | 0.2% | 1.2% | ||
| Q2 24 | 0.2% | 0.9% |
现金转化率CINFDASH
| Q1 26 | — | — | ||
| Q4 25 | 1.40× | 1.98× | ||
| Q3 25 | 0.99× | 3.57× | ||
| Q2 25 | 1.08× | 1.77× | ||
| Q1 25 | — | 3.29× | ||
| Q4 24 | 1.59× | 3.67× | ||
| Q3 24 | 1.11× | 3.28× | ||
| Q2 24 | 2.38× | — |
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
CINF
| Property casualty | $2.6B | 93% |
| Life | $105.0M | 4% |
| Other | $92.0M | 3% |
| Fee revenues | $1.0M | 0% |
DASH
暂无分部数据
