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Cineverse Corp.(CNVS)与Digimarc CORP(DMRC)财务数据对比。点击上方公司名可切换其他公司
Cineverse Corp.的季度营收约是Digimarc CORP的1.8倍($16.3M vs $8.9M),Cineverse Corp.净利率更高(-5.4% vs -47.2%,领先41.9%),Digimarc CORP同比增速更快(2.9% vs -60.0%),过去两年Cineverse Corp.的营收复合增速更高(28.5% vs -5.3%)
Cineverse Corp是一家总部位于美国加利福尼亚州洛杉矶的娱乐企业,业务范围涵盖数字影院、流媒体频道运营、内容营销及内容发行多个领域,在北美娱乐内容行业拥有丰富的行业布局与运营经验。
迪吉马克公司是一家企业软件与服务提供商,其主打产品包含带数字标识符的软件,主要用于解决防伪问题、验证产品真伪、提升回收准确性以及实现供应链可追溯,产品可广泛应用于服装、快消品、美妆健康、汽车等多个行业领域。
CNVS vs DMRC — 直观对比
营收规模更大
CNVS
是对方的1.8倍
$8.9M
营收增速更快
DMRC
高出62.9%
-60.0%
净利率更高
CNVS
高出41.9%
-47.2%
两年增速更快
CNVS
近两年复合增速
-5.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $16.3M | $8.9M |
| 净利润 | $-875.0K | $-4.2M |
| 毛利率 | — | 63.5% |
| 营业利润率 | -4.0% | -48.2% |
| 净利率 | -5.4% | -47.2% |
| 营收同比 | -60.0% | 2.9% |
| 净利润同比 | -112.2% | 51.4% |
| 每股收益(稀释后) | $-0.05 | $-0.18 |
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
CNVS
DMRC
| Q4 25 | $16.3M | $8.9M | ||
| Q3 25 | $12.4M | $7.6M | ||
| Q2 25 | $11.1M | $8.0M | ||
| Q1 25 | $15.6M | $9.4M | ||
| Q4 24 | $40.7M | $8.7M | ||
| Q3 24 | $12.7M | $9.4M | ||
| Q2 24 | $9.1M | $10.4M | ||
| Q1 24 | $9.9M | $9.9M |
净利润
CNVS
DMRC
| Q4 25 | $-875.0K | $-4.2M | ||
| Q3 25 | $-5.5M | $-8.2M | ||
| Q2 25 | $-3.5M | $-8.2M | ||
| Q1 25 | $856.0K | $-11.7M | ||
| Q4 24 | $7.2M | $-8.6M | ||
| Q3 24 | $-1.2M | $-10.8M | ||
| Q2 24 | $-3.0M | $-9.3M | ||
| Q1 24 | $-14.7M | $-10.3M |
毛利率
CNVS
DMRC
| Q4 25 | — | 63.5% | ||
| Q3 25 | — | 58.3% | ||
| Q2 25 | — | 58.8% | ||
| Q1 25 | — | 65.0% | ||
| Q4 24 | — | 60.8% | ||
| Q3 24 | — | 62.4% | ||
| Q2 24 | — | 66.1% | ||
| Q1 24 | — | 62.5% |
营业利润率
CNVS
DMRC
| Q4 25 | -4.0% | -48.2% | ||
| Q3 25 | -43.8% | -109.7% | ||
| Q2 25 | -33.3% | -105.2% | ||
| Q1 25 | 13.7% | -128.9% | ||
| Q4 24 | 23.2% | -105.1% | ||
| Q3 24 | -6.8% | -120.4% | ||
| Q2 24 | -30.4% | -96.2% | ||
| Q1 24 | -141.9% | -109.2% |
净利率
CNVS
DMRC
| Q4 25 | -5.4% | -47.2% | ||
| Q3 25 | -44.9% | -106.9% | ||
| Q2 25 | -31.6% | -102.6% | ||
| Q1 25 | 5.5% | -125.2% | ||
| Q4 24 | 17.6% | -99.9% | ||
| Q3 24 | -9.4% | -113.9% | ||
| Q2 24 | -33.4% | -89.3% | ||
| Q1 24 | -148.8% | -104.0% |
每股收益(稀释后)
CNVS
DMRC
| Q4 25 | $-0.05 | $-0.18 | ||
| Q3 25 | $-0.31 | $-0.38 | ||
| Q2 25 | $-0.21 | $-0.38 | ||
| Q1 25 | $0.11 | $-0.55 | ||
| Q4 24 | $0.34 | $-0.40 | ||
| Q3 24 | $-0.09 | $-0.50 | ||
| Q2 24 | $-0.20 | $-0.43 | ||
| Q1 24 | $-1.15 | $-0.50 |
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 | $2.5M | $12.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $38.6M | $40.2M |
| 总资产 | $68.6M | $53.0M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
CNVS
DMRC
| Q4 25 | $2.5M | $12.9M | ||
| Q3 25 | $2.3M | $12.6M | ||
| Q2 25 | $2.0M | $16.1M | ||
| Q1 25 | $13.9M | $21.6M | ||
| Q4 24 | $6.1M | $28.7M | ||
| Q3 24 | $2.4M | $33.7M | ||
| Q2 24 | $4.0M | $41.5M | ||
| Q1 24 | $5.2M | $48.9M |
股东权益
CNVS
DMRC
| Q4 25 | $38.6M | $40.2M | ||
| Q3 25 | $38.0M | $41.4M | ||
| Q2 25 | $37.1M | $46.5M | ||
| Q1 25 | $38.8M | $50.0M | ||
| Q4 24 | $37.4M | $61.4M | ||
| Q3 24 | $29.8M | $70.2M | ||
| Q2 24 | $30.5M | $77.2M | ||
| Q1 24 | $33.3M | $84.5M |
总资产
CNVS
DMRC
| Q4 25 | $68.6M | $53.0M | ||
| Q3 25 | $61.9M | $55.4M | ||
| Q2 25 | $61.5M | $60.7M | ||
| Q1 25 | $72.5M | $66.5M | ||
| Q4 24 | $80.5M | $75.8M | ||
| Q3 24 | $60.6M | $85.0M | ||
| Q2 24 | $62.3M | $93.4M | ||
| Q1 24 | $64.4M | $99.7M |
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 | $-1.6M | $991.0K |
| 自由现金流经营现金流 - 资本支出 | — | $895.0K |
| 自由现金流率自由现金流/营收 | — | 10.0% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-12.3M |
8季度趋势,按日历期对齐
经营现金流
CNVS
DMRC
| Q4 25 | $-1.6M | $991.0K | ||
| Q3 25 | $-7.2M | $-2.6M | ||
| Q2 25 | $-14.5M | $-4.7M | ||
| Q1 25 | $12.5M | $-5.5M | ||
| Q4 24 | $7.4M | $-4.2M | ||
| Q3 24 | $-85.0K | $-7.1M | ||
| Q2 24 | $-2.3M | $-6.8M | ||
| Q1 24 | $-1.3M | $-8.4M |
自由现金流
CNVS
DMRC
| Q4 25 | — | $895.0K | ||
| Q3 25 | — | $-2.8M | ||
| Q2 25 | — | $-4.9M | ||
| Q1 25 | — | $-5.5M | ||
| Q4 24 | — | $-4.2M | ||
| Q3 24 | — | $-7.2M | ||
| Q2 24 | — | $-6.9M | ||
| Q1 24 | — | $-8.5M |
自由现金流率
CNVS
DMRC
| Q4 25 | — | 10.0% | ||
| Q3 25 | — | -36.9% | ||
| Q2 25 | — | -61.0% | ||
| Q1 25 | — | -59.1% | ||
| Q4 24 | — | -49.1% | ||
| Q3 24 | — | -75.7% | ||
| Q2 24 | — | -66.1% | ||
| Q1 24 | — | -85.8% |
资本支出强度
CNVS
DMRC
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | 1.1% |
现金转化率
CNVS
DMRC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 14.56× | — | ||
| Q4 24 | 1.03× | — | ||
| 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
CNVS
| OTT Streamingand Digital | $11.5M | 71% |
| Base Distribution | $3.5M | 22% |
| Podcast And Other | $1.3M | 8% |
DMRC
| Subscription | $5.3M | 60% |
| The Government | $3.6M | 41% |