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CrowdStrike（CRWD）与Healthpeak Properties（DOC）财务数据对比。点击上方公司名可切换其他公司
CrowdStrike的季度营收约是Healthpeak Properties的1.9倍（$1.3B vs $702.9M），Healthpeak Properties净利率更高（51.6% vs 3.1%，领先48.5%），CrowdStrike同比增速更快（23.3% vs -6.6%），过去两年CrowdStrike的营收复合增速更高（19.0% vs 0.5%）
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。
Healthpeak Properties是美国医疗地产领域的房地产投资信托基金，核心投资范畴覆盖老年住宅、生命科学相关物业及医疗办公楼三类资产。公司2007年于马里兰州组建，总部设在科罗拉多州丹佛市，在尔湾、纳什维尔、旧金山均设有办事处，截至2019年12月31日共持有617处物业的权益。
CRWD vs DOC — 直观对比
营收规模更大
CRWD
是对方的1.9倍
$702.9M
营收增速更快
CRWD
高出30.0%
-6.6%
净利率更高
DOC
高出48.5%
3.1%
两年增速更快
CRWD
近两年复合增速
0.5%
损益表 — Q1 FY2027 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $702.9M |
| 净利润 | $40.8M | $363.0M |
| 毛利率 | 75.8% | — |
| 营业利润率 | 23.7% | 0.7% |
| 净利率 | 3.1% | 51.6% |
| 营收同比 | 23.3% | -6.6% |
| 净利润同比 | 424.5% | 28.3% |
| 每股收益（稀释后） | $0.15 | $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CRWDDOC
| Q1 26 | $1.3B | $702.9M | ||
| Q4 25 | $1.2B | $719.4M | ||
| Q3 25 | $1.2B | $705.9M | ||
| Q2 25 | $1.1B | $694.3M | ||
| Q1 25 | $1.1B | $702.9M | ||
| Q4 24 | $1.0B | $698.0M | ||
| Q3 24 | $963.9M | $700.4M | ||
| Q2 24 | $921.0M | $695.5M |
净利润CRWDDOC
| Q1 26 | $40.8M | $363.0M | ||
| Q4 25 | $-34.0M | $114.0M | ||
| Q3 25 | $-77.7M | $-117.1M | ||
| Q2 25 | $-110.2M | $31.7M | ||
| Q1 25 | $-92.3M | $42.8M | ||
| Q4 24 | $-16.8M | $4.5M | ||
| Q3 24 | $47.0M | $85.9M | ||
| Q2 24 | $42.8M | $146.0M |
毛利率CRWDDOC
| Q1 26 | 75.8% | — | ||
| Q4 25 | 75.1% | — | ||
| Q3 25 | 73.5% | 58.6% | ||
| Q2 25 | 73.8% | 60.2% | ||
| Q1 25 | 74.1% | 61.1% | ||
| Q4 24 | 74.7% | 60.3% | ||
| Q3 24 | 75.4% | 60.0% | ||
| Q2 24 | 75.6% | 60.6% |
营业利润率CRWDDOC
| Q1 26 | 23.7% | 0.7% | ||
| Q4 25 | -5.6% | 17.4% | ||
| Q3 25 | -9.7% | 9.2% | ||
| Q2 25 | -11.3% | 5.7% | ||
| Q1 25 | -8.1% | 7.7% | ||
| Q4 24 | -5.5% | -2.2% | ||
| Q3 24 | 1.4% | 14.1% | ||
| Q2 24 | 0.8% | 22.3% |
净利率CRWDDOC
| Q1 26 | 3.1% | 51.6% | ||
| Q4 25 | -2.8% | 73.2% | ||
| Q3 25 | -6.6% | -16.6% | ||
| Q2 25 | -10.0% | 4.6% | ||
| Q1 25 | -8.7% | 6.1% | ||
| Q4 24 | -1.7% | 0.7% | ||
| Q3 24 | 4.9% | 12.3% | ||
| Q2 24 | 4.6% | 21.0% |
每股收益（稀释后）CRWDDOC
| Q1 26 | $0.15 | $0.28 | ||
| Q4 25 | $-0.14 | $0.16 | ||
| Q3 25 | $-0.31 | $-0.17 | ||
| Q2 25 | $-0.44 | $0.05 | ||
| Q1 25 | $-0.37 | $0.06 | ||
| Q4 24 | $-0.07 | $0.02 | ||
| Q3 24 | $0.19 | $0.12 | ||
| Q2 24 | $0.17 | $0.21 |
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 | $5.2B | $-1.2B |
| 总债务越低越好 | $745.5M | — |
| 股东权益账面价值 | $4.5B | $7.8B |
| 总资产 | $11.1B | $21.6B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资CRWDDOC
| Q1 26 | $5.2B | $-1.2B | ||
| Q4 25 | $4.8B | $467.5M | ||
| Q3 25 | $5.0B | $91.0M | ||
| Q2 25 | $4.6B | $89.4M | ||
| Q1 25 | $4.3B | $70.6M | ||
| Q4 24 | $4.3B | $119.8M | ||
| Q3 24 | $4.0B | $180.4M | ||
| Q2 24 | $3.7B | $106.9M |
总债务CRWDDOC
| Q1 26 | $745.5M | — | ||
| Q4 25 | — | $9.8B | ||
| Q3 25 | — | $9.1B | ||
| Q2 25 | — | $9.0B | ||
| Q1 25 | — | $8.9B | ||
| Q4 24 | — | $8.7B | ||
| Q3 24 | — | $8.6B | ||
| Q2 24 | — | $8.6B |
股东权益CRWDDOC
| Q1 26 | $4.5B | $7.8B | ||
| Q4 25 | $4.0B | $7.5B | ||
| Q3 25 | $3.8B | $7.6B | ||
| Q2 25 | $3.5B | $7.9B | ||
| Q1 25 | $3.3B | $8.2B | ||
| Q4 24 | $3.1B | $8.4B | ||
| Q3 24 | $2.9B | $8.6B | ||
| Q2 24 | $2.5B | $8.8B |
总资产CRWDDOC
| Q1 26 | $11.1B | $21.6B | ||
| Q4 25 | $10.0B | $20.3B | ||
| Q3 25 | $9.3B | $19.6B | ||
| Q2 25 | $8.7B | $19.8B | ||
| Q1 25 | $8.7B | $19.8B | ||
| Q4 24 | $7.8B | $19.9B | ||
| Q3 24 | $7.2B | $20.0B | ||
| Q2 24 | $6.8B | $20.2B |
负债/权益比CRWDDOC
| Q1 26 | 0.17× | — | ||
| Q4 25 | — | 1.31× | ||
| Q3 25 | — | 1.20× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.08× | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | — | 1.00× | ||
| Q2 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 | $1.6B | — |
| 自由现金流经营现金流 - 资本支出 | $376.4M | — |
| 自由现金流率自由现金流/营收 | 28.8% | — |
| 资本支出强度资本支出/营收 | — | 3.4% |
| 现金转化率经营现金流/净利润 | 39.54× | — |
| 过去12个月自由现金流最近4个季度 | $1.3B | — |
8季度趋势，按日历期对齐
经营现金流CRWDDOC
| Q1 26 | $1.6B | — | ||
| Q4 25 | $397.5M | $1.3B | ||
| Q3 25 | $332.8M | $315.0M | ||
| Q2 25 | $384.1M | $363.5M | ||
| Q1 25 | $345.7M | $279.4M | ||
| Q4 24 | $326.1M | $1.1B | ||
| Q3 24 | $326.6M | $318.2M | ||
| Q2 24 | $383.2M | $316.2M |
自由现金流CRWDDOC
| Q1 26 | $376.4M | — | ||
| Q4 25 | $314.1M | $357.0M | ||
| Q3 25 | $302.3M | — | ||
| Q2 25 | $298.4M | — | ||
| Q1 25 | $258.5M | — | ||
| Q4 24 | $247.4M | $333.7M | ||
| Q3 24 | $287.4M | — | ||
| Q2 24 | $333.5M | — |
自由现金流率CRWDDOC
| Q1 26 | 28.8% | — | ||
| Q4 25 | 25.5% | 49.6% | ||
| Q3 25 | 25.9% | — | ||
| Q2 25 | 27.0% | — | ||
| Q1 25 | 24.4% | — | ||
| Q4 24 | 24.5% | 47.8% | ||
| Q3 24 | 29.8% | — | ||
| Q2 24 | 36.2% | — |
资本支出强度CRWDDOC
| Q1 26 | — | 3.4% | ||
| Q4 25 | 6.8% | 124.4% | ||
| Q3 25 | 2.6% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 8.2% | — | ||
| Q4 24 | 7.8% | 105.6% | ||
| Q3 24 | 4.1% | — | ||
| Q2 24 | 5.4% | — |
现金转化率CRWDDOC
| Q1 26 | 39.54× | — | ||
| Q4 25 | — | 10.99× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 11.48× | ||
| Q1 25 | — | 6.52× | ||
| Q4 24 | — | 235.43× | ||
| Q3 24 | 6.95× | 3.71× | ||
| Q2 24 | 8.95× | 2.17× |
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 | $1.2B | 95% |
| Other | $63.1M | 5% |
DOC
| Outpatient Medical | $320.5M | 46% |
| Lab | $217.6M | 31% |
| Senior Housing | $148.9M | 21% |
| Other | $14.3M | 2% |
| Corporate Non-segment | $1.5M | 0% |
