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科迪华（CTVA）与DoorDash（DASH）财务数据对比。点击上方公司名可切换其他公司
DoorDash的季度营收约是科迪华的1.0倍（$4.0B vs $3.9B），DoorDash净利率更高（5.4% vs -14.1%，领先19.5%），DoorDash同比增速更快（37.7% vs -1.7%），科迪华自由现金流更多（$4.2B vs $367.0M），过去两年DoorDash的营收复合增速更高（25.5% vs -6.7%）
科迪华是一家美国农业科技企业，主营种子与作物保护产品，涵盖除草剂、杀虫剂、杀菌剂及生物制剂，业务覆盖全球110个国家，总部位于印第安纳州印第安纳波利斯，旗下大部分种子产品以先锋良种国际品牌销售。
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。
CTVA vs DASH — 直观对比
营收规模更大
DASH
是对方的1.0倍
$3.9B
营收增速更快
DASH
高出39.4%
-1.7%
净利率更高
DASH
高出19.5%
-14.1%
自由现金流更多
CTVA
多$3.8B
$367.0M
两年增速更快
DASH
近两年复合增速
-6.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.9B | $4.0B |
| 净利润 | $-552.0M | $213.0M |
| 毛利率 | 42.4% | — |
| 营业利润率 | -13.6% | 3.7% |
| 净利率 | -14.1% | 5.4% |
| 营收同比 | -1.7% | 37.7% |
| 净利润同比 | -1246.3% | 51.1% |
| 每股收益（稀释后） | $-0.80 | $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CTVADASH
| Q4 25 | $3.9B | $4.0B | ||
| Q3 25 | $2.6B | $3.4B | ||
| Q2 25 | $6.5B | $3.3B | ||
| Q1 25 | $4.4B | $3.0B | ||
| Q4 24 | $4.0B | $2.9B | ||
| Q3 24 | $2.3B | $2.7B | ||
| Q2 24 | $6.1B | $2.6B | ||
| Q1 24 | $4.5B | $2.5B |
净利润CTVADASH
| Q4 25 | $-552.0M | $213.0M | ||
| Q3 25 | $-320.0M | $244.0M | ||
| Q2 25 | $1.3B | $285.0M | ||
| Q1 25 | $652.0M | $193.0M | ||
| Q4 24 | $-41.0M | $141.0M | ||
| Q3 24 | $-524.0M | $162.0M | ||
| Q2 24 | $1.1B | $-157.0M | ||
| Q1 24 | $419.0M | $-23.0M |
毛利率CTVADASH
| Q4 25 | 42.4% | — | ||
| Q3 25 | 37.2% | — | ||
| Q2 25 | 54.6% | — | ||
| Q1 25 | 47.0% | — | ||
| Q4 24 | 37.3% | — | ||
| Q3 24 | 32.7% | — | ||
| Q2 24 | 52.3% | — | ||
| Q1 24 | 43.2% | — |
营业利润率CTVADASH
| Q4 25 | -13.6% | 3.7% | ||
| Q3 25 | -14.1% | 7.5% | ||
| Q2 25 | 27.9% | 5.0% | ||
| Q1 25 | 17.7% | 5.1% | ||
| Q4 24 | 2.2% | 4.1% | ||
| Q3 24 | -27.2% | 4.0% | ||
| Q2 24 | 21.9% | -7.6% | ||
| Q1 24 | 10.7% | -2.4% |
净利率CTVADASH
| Q4 25 | -14.1% | 5.4% | ||
| Q3 25 | -12.2% | 7.1% | ||
| Q2 25 | 20.4% | 8.7% | ||
| Q1 25 | 14.8% | 6.4% | ||
| Q4 24 | -1.0% | 4.9% | ||
| Q3 24 | -22.5% | 6.0% | ||
| Q2 24 | 17.2% | -6.0% | ||
| Q1 24 | 9.3% | -0.9% |
每股收益（稀释后）CTVADASH
| Q4 25 | $-0.80 | $0.49 | ||
| Q3 25 | $-0.47 | $0.55 | ||
| Q2 25 | $1.92 | $0.65 | ||
| Q1 25 | $0.95 | $0.44 | ||
| Q4 24 | $-0.05 | $0.35 | ||
| Q3 24 | $-0.76 | $0.38 | ||
| Q2 24 | $1.51 | $-0.38 | ||
| Q1 24 | $0.60 | $-0.06 |
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 | $4.5B | $4.4B |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | $24.1B | $10.0B |
| 总资产 | $42.8B | $19.7B |
| 负债/权益比越低杠杆越低 | 0.07× | — |
8季度趋势，按日历期对齐
现金及短期投资CTVADASH
| Q4 25 | $4.5B | $4.4B | ||
| Q3 25 | $2.6B | $3.3B | ||
| Q2 25 | $2.1B | $3.9B | ||
| Q1 25 | $2.0B | $4.5B | ||
| Q4 24 | $3.2B | $4.0B | ||
| Q3 24 | $2.5B | $3.7B | ||
| Q2 24 | $2.0B | $3.4B | ||
| Q1 24 | $1.7B | $3.1B |
总债务CTVADASH
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.5B | — |
股东权益CTVADASH
| Q4 25 | $24.1B | $10.0B | ||
| Q3 25 | $25.2B | $9.5B | ||
| Q2 25 | $25.9B | $8.9B | ||
| Q1 25 | $24.3B | $8.4B | ||
| Q4 24 | $23.8B | $7.8B | ||
| Q3 24 | $24.7B | $7.6B | ||
| Q2 24 | $25.2B | $7.2B | ||
| Q1 24 | $24.8B | $7.0B |
总资产CTVADASH
| Q4 25 | $42.8B | $19.7B | ||
| Q3 25 | $42.2B | $18.0B | ||
| Q2 25 | $41.8B | $16.9B | ||
| Q1 25 | $42.1B | $13.6B | ||
| Q4 24 | $40.8B | $12.8B | ||
| Q3 24 | $41.9B | $12.3B | ||
| Q2 24 | $41.5B | $11.8B | ||
| Q1 24 | $43.6B | $11.4B |
负债/权益比CTVADASH
| Q4 25 | 0.07× | — | ||
| Q3 25 | 0.07× | — | ||
| Q2 25 | 0.07× | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 0.08× | — | ||
| Q3 24 | 0.08× | — | ||
| Q2 24 | 0.10× | — | ||
| Q1 24 | 0.10× | — |
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 | $4.4B | $421.0M |
| 自由现金流经营现金流 - 资本支出 | $4.2B | $367.0M |
| 自由现金流率自由现金流/营收 | 106.2% | 9.3% |
| 资本支出强度资本支出/营收 | 5.7% | 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 | $2.8B | $2.2B |
8季度趋势，按日历期对齐
经营现金流CTVADASH
| Q4 25 | $4.4B | $421.0M | ||
| Q3 25 | $193.0M | $871.0M | ||
| Q2 25 | $947.0M | $504.0M | ||
| Q1 25 | $-2.1B | $635.0M | ||
| Q4 24 | $4.2B | $518.0M | ||
| Q3 24 | $130.0M | $531.0M | ||
| Q2 24 | $451.0M | $530.0M | ||
| Q1 24 | $-2.6B | $553.0M |
自由现金流CTVADASH
| Q4 25 | $4.2B | $367.0M | ||
| Q3 25 | $36.0M | $808.0M | ||
| Q2 25 | $829.0M | $438.0M | ||
| Q1 25 | $-2.2B | $561.0M | ||
| Q4 24 | $4.0B | $486.0M | ||
| Q3 24 | $-24.0M | $499.0M | ||
| Q2 24 | $337.0M | $507.0M | ||
| Q1 24 | $-2.8B | $536.0M |
自由现金流率CTVADASH
| Q4 25 | 106.2% | 9.3% | ||
| Q3 25 | 1.4% | 23.4% | ||
| Q2 25 | 12.8% | 13.3% | ||
| Q1 25 | -49.9% | 18.5% | ||
| Q4 24 | 100.4% | 16.9% | ||
| Q3 24 | -1.0% | 18.4% | ||
| Q2 24 | 5.5% | 19.3% | ||
| Q1 24 | -61.4% | 21.3% |
资本支出强度CTVADASH
| Q4 25 | 5.7% | 1.4% | ||
| Q3 25 | 6.0% | 1.8% | ||
| Q2 25 | 1.8% | 2.0% | ||
| Q1 25 | 2.1% | 2.4% | ||
| Q4 24 | 4.6% | 1.1% | ||
| Q3 24 | 6.6% | 1.2% | ||
| Q2 24 | 1.9% | 0.9% | ||
| Q1 24 | 3.3% | 0.7% |
现金转化率CTVADASH
| Q4 25 | — | 1.98× | ||
| Q3 25 | — | 3.57× | ||
| Q2 25 | 0.72× | 1.77× | ||
| Q1 25 | -3.23× | 3.29× | ||
| Q4 24 | — | 3.67× | ||
| Q3 24 | — | 3.28× | ||
| Q2 24 | 0.43× | — | ||
| Q1 24 | -6.23× | — |
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
CTVA
| Corn | $1.4B | 35% |
| Herbicides | $1.1B | 27% |
| Insecticides | $488.0M | 12% |
| Fungicides | $272.0M | 7% |
| Biologicals | $191.0M | 5% |
| Soybean | $164.0M | 4% |
| Other | $160.0M | 4% |
| Otheroilseeds | $94.0M | 2% |
DASH
暂无分部数据
