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科蒂（COTY）与Datadog（DDOG）财务数据对比。点击上方公司名可切换其他公司
科蒂的季度营收约是Datadog的1.8倍（$1.7B vs $953.2M），Datadog净利率更高（4.9% vs -7.4%，领先12.2%），Datadog同比增速更快（29.2% vs 0.5%），科蒂自由现金流更多（$513.1M vs $318.2M），过去两年Datadog的营收复合增速更高（24.9% vs 10.1%）
科蒂是1904年由弗朗索瓦·科蒂在巴黎创立的跨国美妆企业，现注册地为美国特拉华州，全球总部位于荷兰阿姆斯特丹。旗下业务覆盖香水、彩妆、护肤、美甲产品以及专业线和零售线护发产品的研发、生产、营销与分销，截至2024年共拥有约40个品牌。
Datadog是一家美国企业，为云级应用提供可观测性服务，旗下SaaS数据分析平台可实现对服务器、数据库、各类工具及服务的统一监控。公司成立并总部位于纽约，目前在纳斯达克证券交易所公开上市。
COTY vs DDOG — 直观对比
营收规模更大
COTY
是对方的1.8倍
$953.2M
营收增速更快
DDOG
高出28.7%
0.5%
净利率更高
DDOG
高出12.2%
-7.4%
自由现金流更多
COTY
多$194.9M
$318.2M
两年增速更快
DDOG
近两年复合增速
10.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $953.2M |
| 净利润 | $-123.6M | $46.6M |
| 毛利率 | 63.8% | 80.4% |
| 营业利润率 | 8.8% | 1.0% |
| 净利率 | -7.4% | 4.9% |
| 营收同比 | 0.5% | 29.2% |
| 净利润同比 | -621.5% | 2.1% |
| 每股收益（稀释后） | $-0.14 | $0.13 |
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COTYDDOG
| Q4 25 | $1.7B | $953.2M | ||
| Q3 25 | $1.6B | $885.7M | ||
| Q2 25 | $1.3B | $826.8M | ||
| Q1 25 | $1.3B | $761.6M | ||
| Q4 24 | $1.7B | $737.7M | ||
| Q3 24 | $1.7B | $690.0M | ||
| Q2 24 | $1.4B | $645.3M | ||
| Q1 24 | $1.4B | $611.3M |
净利润COTYDDOG
| Q4 25 | $-123.6M | $46.6M | ||
| Q3 25 | $67.9M | $33.9M | ||
| Q2 25 | $-68.8M | $2.6M | ||
| Q1 25 | $-405.7M | $24.6M | ||
| Q4 24 | $23.7M | $45.6M | ||
| Q3 24 | $82.9M | $51.7M | ||
| Q2 24 | $-96.9M | $43.8M | ||
| Q1 24 | $3.8M | $42.6M |
毛利率COTYDDOG
| Q4 25 | 63.8% | 80.4% | ||
| Q3 25 | 64.5% | 80.1% | ||
| Q2 25 | 62.3% | 79.9% | ||
| Q1 25 | 64.1% | 79.3% | ||
| Q4 24 | 66.7% | 80.5% | ||
| Q3 24 | 65.5% | 80.0% | ||
| Q2 24 | 64.2% | 80.9% | ||
| Q1 24 | 64.8% | 82.0% |
营业利润率COTYDDOG
| Q4 25 | 8.8% | 1.0% | ||
| Q3 25 | 11.7% | -0.7% | ||
| Q2 25 | 1.2% | -4.3% | ||
| Q1 25 | -21.6% | -1.6% | ||
| Q4 24 | 16.1% | 1.3% | ||
| Q3 24 | 14.2% | 2.9% | ||
| Q2 24 | 2.5% | 2.0% | ||
| Q1 24 | 5.6% | 2.0% |
净利率COTYDDOG
| Q4 25 | -7.4% | 4.9% | ||
| Q3 25 | 4.3% | 3.8% | ||
| Q2 25 | -5.5% | 0.3% | ||
| Q1 25 | -31.2% | 3.2% | ||
| Q4 24 | 1.4% | 6.2% | ||
| Q3 24 | 5.0% | 7.5% | ||
| Q2 24 | -7.1% | 6.8% | ||
| Q1 24 | 0.3% | 7.0% |
每股收益（稀释后）COTYDDOG
| Q4 25 | $-0.14 | $0.13 | ||
| Q3 25 | $0.07 | $0.10 | ||
| Q2 25 | $-0.08 | $0.01 | ||
| Q1 25 | $-0.47 | $0.07 | ||
| Q4 24 | $0.02 | $0.14 | ||
| Q3 24 | $0.09 | $0.14 | ||
| Q2 24 | $-0.11 | $0.12 | ||
| Q1 24 | $0.00 | $0.12 |
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 | $436.7M | $401.3M |
| 总债务越低越好 | $3.0B | — |
| 股东权益账面价值 | $3.5B | $3.7B |
| 总资产 | $11.1B | $6.6B |
| 负债/权益比越低杠杆越低 | 0.85× | — |
8季度趋势，按日历期对齐
现金及短期投资COTYDDOG
| Q4 25 | $436.7M | $401.3M | ||
| Q3 25 | $264.6M | $540.6M | ||
| Q2 25 | $257.1M | $489.0M | ||
| Q1 25 | $243.5M | $1.1B | ||
| Q4 24 | $249.6M | $1.2B | ||
| Q3 24 | $283.6M | $337.4M | ||
| Q2 24 | $300.8M | $411.0M | ||
| Q1 24 | $260.2M | $282.2M |
总债务COTYDDOG
| Q4 25 | $3.0B | — | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | $4.0B | — | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | $3.9B | — | ||
| Q2 24 | $3.8B | — | ||
| Q1 24 | $3.9B | — |
股东权益COTYDDOG
| Q4 25 | $3.5B | $3.7B | ||
| Q3 25 | $3.6B | $3.4B | ||
| Q2 25 | $3.5B | $3.2B | ||
| Q1 25 | $3.5B | $2.9B | ||
| Q4 24 | $3.8B | $2.7B | ||
| Q3 24 | $4.0B | $2.6B | ||
| Q2 24 | $3.8B | $2.4B | ||
| Q1 24 | $4.0B | $2.2B |
总资产COTYDDOG
| Q4 25 | $11.1B | $6.6B | ||
| Q3 25 | $12.1B | $6.1B | ||
| Q2 25 | $11.9B | $5.8B | ||
| Q1 25 | $11.5B | $6.0B | ||
| Q4 24 | $11.7B | $5.8B | ||
| Q3 24 | $12.5B | $4.6B | ||
| Q2 24 | $12.1B | $4.4B | ||
| Q1 24 | $12.3B | $4.1B |
负债/权益比COTYDDOG
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.10× | — | ||
| Q2 25 | 1.12× | — | ||
| Q1 25 | 1.09× | — | ||
| Q4 24 | 0.89× | — | ||
| Q3 24 | 0.97× | — | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 0.98× | — |
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 | $559.7M | $327.1M |
| 自由现金流经营现金流 - 资本支出 | $513.1M | $318.2M |
| 自由现金流率自由现金流/营收 | 30.6% | 33.4% |
| 资本支出强度资本支出/营收 | 2.8% | 0.9% |
| 现金转化率经营现金流/净利润 | — | 7.02× |
| 过去12个月自由现金流最近4个季度 | $390.8M | $1.0B |
8季度趋势，按日历期对齐
经营现金流COTYDDOG
| Q4 25 | $559.7M | $327.1M | ||
| Q3 25 | $65.2M | $251.5M | ||
| Q2 25 | $83.2M | $200.1M | ||
| Q1 25 | $-122.5M | $271.5M | ||
| Q4 24 | $464.5M | $265.2M | ||
| Q3 24 | $67.4M | $228.7M | ||
| Q2 24 | $176.5M | $164.4M | ||
| Q1 24 | $-170.0M | $212.3M |
自由现金流COTYDDOG
| Q4 25 | $513.1M | $318.2M | ||
| Q3 25 | $11.2M | $234.7M | ||
| Q2 25 | $34.9M | $184.9M | ||
| Q1 25 | $-168.4M | $262.8M | ||
| Q4 24 | $419.0M | $257.5M | ||
| Q3 24 | $-7.9M | $220.3M | ||
| Q2 24 | $116.7M | $160.0M | ||
| Q1 24 | $-234.3M | $198.1M |
自由现金流率COTYDDOG
| Q4 25 | 30.6% | 33.4% | ||
| Q3 25 | 0.7% | 26.5% | ||
| Q2 25 | 2.8% | 22.4% | ||
| Q1 25 | -13.0% | 34.5% | ||
| Q4 24 | 25.1% | 34.9% | ||
| Q3 24 | -0.5% | 31.9% | ||
| Q2 24 | 8.6% | 24.8% | ||
| Q1 24 | -16.9% | 32.4% |
资本支出强度COTYDDOG
| Q4 25 | 2.8% | 0.9% | ||
| Q3 25 | 3.4% | 1.9% | ||
| Q2 25 | 3.9% | 1.8% | ||
| Q1 25 | 3.5% | 1.1% | ||
| Q4 24 | 2.7% | 1.1% | ||
| Q3 24 | 4.5% | 1.2% | ||
| Q2 24 | 4.4% | 0.7% | ||
| Q1 24 | 4.6% | 2.3% |
现金转化率COTYDDOG
| Q4 25 | — | 7.02× | ||
| Q3 25 | 0.96× | 7.42× | ||
| Q2 25 | — | 75.58× | ||
| Q1 25 | — | 11.02× | ||
| Q4 24 | 19.60× | 5.82× | ||
| Q3 24 | 0.81× | 4.42× | ||
| Q2 24 | — | 3.75× | ||
| Q1 24 | -44.74× | 4.98× |
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
COTY
| Prestige | $1.1B | 68% |
| Consumer Beauty | $545.0M | 32% |
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
