vs
CrowdStrike（CRWD）与DraftKings Inc.（DKNG）财务数据对比。点击上方公司名可切换其他公司
DraftKings Inc.的季度营收约是CrowdStrike的1.6倍（$2.0B vs $1.2B），DraftKings Inc.净利率更高（6.9% vs -2.8%，领先9.6%），DraftKings Inc.同比增速更快（42.8% vs 22.2%），DraftKings Inc.自由现金流更多（$316.5M vs $314.1M），过去两年DraftKings Inc.的营收复合增速更高（30.1% vs 20.8%）
CrowdStrike Holdings, Inc.是总部位于美国得克萨斯州奥斯汀的网络安全科技企业，核心业务涵盖终端安全防护、威胁情报提供与网络攻击响应服务，可为全球各行业客户有效应对各类网络安全风险，保障系统与数据安全。
DraftKings Inc.是总部位于美国马萨诸塞州波士顿的博彩企业，主要提供体育博彩、每日范特西体育相关服务，是全球线上博彩娱乐赛道的知名企业，业务覆盖多个国家和地区的合规消费市场。
CRWD vs DKNG — 直观对比
营收规模更大
DKNG
是对方的1.6倍
$1.2B
营收增速更快
DKNG
高出20.6%
22.2%
净利率更高
DKNG
高出9.6%
-2.8%
自由现金流更多
DKNG
多$2.4M
$314.1M
两年增速更快
DKNG
近两年复合增速
20.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.0B |
| 净利润 | $-34.0M | $136.4M |
| 毛利率 | 75.1% | 46.0% |
| 营业利润率 | -5.6% | 7.6% |
| 净利率 | -2.8% | 6.9% |
| 营收同比 | 22.2% | 42.8% |
| 净利润同比 | -102.1% | 201.2% |
| 每股收益（稀释后） | $-0.14 | $0.28 |
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CRWDDKNG
| Q4 25 | $1.2B | $2.0B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $963.9M | $1.1B | ||
| Q2 24 | $921.0M | $1.1B | ||
| Q1 24 | $845.3M | $1.2B |
净利润CRWDDKNG
| Q4 25 | $-34.0M | $136.4M | ||
| Q3 25 | $-77.7M | $-256.8M | ||
| Q2 25 | $-110.2M | $157.9M | ||
| Q1 25 | $-92.3M | $-33.9M | ||
| Q4 24 | $-16.8M | $-134.9M | ||
| Q3 24 | $47.0M | $-293.7M | ||
| Q2 24 | $42.8M | $63.8M | ||
| Q1 24 | $53.7M | $-142.6M |
毛利率CRWDDKNG
| Q4 25 | 75.1% | 46.0% | ||
| Q3 25 | 73.5% | 31.5% | ||
| Q2 25 | 73.8% | 43.5% | ||
| Q1 25 | 74.1% | 40.1% | ||
| Q4 24 | 74.7% | 40.1% | ||
| Q3 24 | 75.4% | 32.2% | ||
| Q2 24 | 75.6% | 39.9% | ||
| Q1 24 | 75.3% | 39.6% |
营业利润率CRWDDKNG
| Q4 25 | -5.6% | 7.6% | ||
| Q3 25 | -9.7% | -23.8% | ||
| Q2 25 | -11.3% | 10.0% | ||
| Q1 25 | -8.1% | -3.3% | ||
| Q4 24 | -5.5% | -10.0% | ||
| Q3 24 | 1.4% | -27.3% | ||
| Q2 24 | 0.8% | -2.9% | ||
| Q1 24 | 3.5% | -11.8% |
净利率CRWDDKNG
| Q4 25 | -2.8% | 6.9% | ||
| Q3 25 | -6.6% | -22.4% | ||
| Q2 25 | -10.0% | 10.4% | ||
| Q1 25 | -8.7% | -2.4% | ||
| Q4 24 | -1.7% | -9.7% | ||
| Q3 24 | 4.9% | -26.8% | ||
| Q2 24 | 4.6% | 5.8% | ||
| Q1 24 | 6.4% | -12.1% |
每股收益（稀释后）CRWDDKNG
| Q4 25 | $-0.14 | $0.28 | ||
| Q3 25 | $-0.31 | $-0.52 | ||
| Q2 25 | $-0.44 | $0.30 | ||
| Q1 25 | $-0.37 | $-0.07 | ||
| Q4 24 | $-0.07 | $-0.25 | ||
| Q3 24 | $0.19 | $-0.60 | ||
| Q2 24 | $0.17 | $0.10 | ||
| Q1 24 | $0.23 | $-0.30 |
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 | $4.8B | $1.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $631.5M |
| 总资产 | $10.0B | $4.5B |
| 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CRWDDKNG
| Q4 25 | $4.8B | $1.1B | ||
| Q3 25 | $5.0B | $1.2B | ||
| Q2 25 | $4.6B | $1.3B | ||
| Q1 25 | $4.3B | $1.1B | ||
| Q4 24 | $4.3B | $788.3M | ||
| Q3 24 | $4.0B | $877.8M | ||
| Q2 24 | $3.7B | $815.9M | ||
| Q1 24 | $3.5B | $1.2B |
股东权益CRWDDKNG
| Q4 25 | $4.0B | $631.5M | ||
| Q3 25 | $3.8B | $732.3M | ||
| Q2 25 | $3.5B | $1.0B | ||
| Q1 25 | $3.3B | $872.9M | ||
| Q4 24 | $3.1B | $1.0B | ||
| Q3 24 | $2.9B | $1.1B | ||
| Q2 24 | $2.5B | $1.3B | ||
| Q1 24 | $2.3B | $831.0M |
总资产CRWDDKNG
| Q4 25 | $10.0B | $4.5B | ||
| Q3 25 | $9.3B | $4.6B | ||
| Q2 25 | $8.7B | $4.5B | ||
| Q1 25 | $8.7B | $4.5B | ||
| Q4 24 | $7.8B | $4.3B | ||
| Q3 24 | $7.2B | $4.3B | ||
| Q2 24 | $6.8B | $4.2B | ||
| Q1 24 | $6.6B | $3.8B |
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 | $397.5M | $320.5M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $316.5M |
| 自由现金流率自由现金流/营收 | 25.5% | 15.9% |
| 资本支出强度资本支出/营收 | 6.8% | 0.2% |
| 现金转化率经营现金流/净利润 | — | 2.35× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $647.5M |
8季度趋势，按日历期对齐
经营现金流CRWDDKNG
| Q4 25 | $397.5M | $320.5M | ||
| Q3 25 | $332.8M | $287.5M | ||
| Q2 25 | $384.1M | $173.9M | ||
| Q1 25 | $345.7M | $-119.0M | ||
| Q4 24 | $326.1M | $325.2M | ||
| Q3 24 | $326.6M | $133.6M | ||
| Q2 24 | $383.2M | $29.4M | ||
| Q1 24 | $347.0M | $-70.4M |
自由现金流CRWDDKNG
| Q4 25 | $314.1M | $316.5M | ||
| Q3 25 | $302.3M | $283.0M | ||
| Q2 25 | $298.4M | $169.6M | ||
| Q1 25 | $258.5M | $-121.7M | ||
| Q4 24 | $247.4M | $323.2M | ||
| Q3 24 | $287.4M | $130.9M | ||
| Q2 24 | $333.5M | $27.0M | ||
| Q1 24 | $294.4M | $-73.4M |
自由现金流率CRWDDKNG
| Q4 25 | 25.5% | 15.9% | ||
| Q3 25 | 25.9% | 24.7% | ||
| Q2 25 | 27.0% | 11.2% | ||
| Q1 25 | 24.4% | -8.6% | ||
| Q4 24 | 24.5% | 23.2% | ||
| Q3 24 | 29.8% | 11.9% | ||
| Q2 24 | 36.2% | 2.4% | ||
| Q1 24 | 34.8% | -6.2% |
资本支出强度CRWDDKNG
| Q4 25 | 6.8% | 0.2% | ||
| Q3 25 | 2.6% | 0.4% | ||
| Q2 25 | 7.8% | 0.3% | ||
| Q1 25 | 8.2% | 0.2% | ||
| Q4 24 | 7.8% | 0.1% | ||
| Q3 24 | 4.1% | 0.2% | ||
| Q2 24 | 5.4% | 0.2% | ||
| Q1 24 | 6.2% | 0.3% |
现金转化率CRWDDKNG
| Q4 25 | — | 2.35× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 6.95× | — | ||
| Q2 24 | 8.95× | 0.46× | ||
| Q1 24 | 6.46× | — |
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
CRWD
| Subscription And Circulation | $1.2B | 95% |
| Professional Services | $65.5M | 5% |
DKNG
| Sportsbook | $1.4B | 68% |
| I Gaming | $500.2M | 25% |
| Other | $137.9M | 7% |
