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DoorDash（DASH）与Fidelity National Information Services（FIS）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Fidelity National Information Services的1.4倍（$4.0B vs $2.8B），Fidelity National Information Services净利率更高（18.2% vs 7.1%，领先11.1%），DoorDash同比增速更快（8.3% vs 8.1%），Fidelity National Information Services自由现金流更多（$739.0M vs $355.0M），过去两年DoorDash的营收复合增速更高（23.9% vs 6.8%）
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。
FIS是总部位于美国的跨国企业，深耕金融科技领域，提供多元金融产品及服务。该公司每年处理约750亿笔交易，支撑约9万亿美元的资金流转，为全球超过2万家客户提供服务。
DASH vs FIS — 直观对比
营收规模更大
DASH
是对方的1.4倍
$2.8B
营收增速更快
DASH
高出0.2%
8.1%
净利率更高
FIS
高出11.1%
7.1%
自由现金流更多
FIS
多$384.0M
$355.0M
两年增速更快
DASH
近两年复合增速
6.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $2.8B |
| 净利润 | $285.0M | $511.0M |
| 毛利率 | 39.8% | 38.3% |
| 营业利润率 | 3.7% | 18.8% |
| 净利率 | 7.1% | 18.2% |
| 营收同比 | 8.3% | 8.1% |
| 净利润同比 | 47.7% | 97.3% |
| 每股收益（稀释后） | $0.42 | $0.98 |
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DASHFIS
| Q1 26 | $4.0B | — | ||
| Q4 25 | $4.0B | $2.8B | ||
| Q3 25 | $3.4B | $2.7B | ||
| Q2 25 | $3.3B | $2.6B | ||
| Q1 25 | $3.0B | $2.5B | ||
| Q4 24 | $2.9B | $2.6B | ||
| Q3 24 | $2.7B | $2.6B | ||
| Q2 24 | $2.6B | $2.5B |
净利润DASHFIS
| Q1 26 | $285.0M | — | ||
| Q4 25 | $213.0M | $511.0M | ||
| Q3 25 | $244.0M | $264.0M | ||
| Q2 25 | $285.0M | $-470.0M | ||
| Q1 25 | $193.0M | $77.0M | ||
| Q4 24 | $141.0M | $259.0M | ||
| Q3 24 | $162.0M | $224.0M | ||
| Q2 24 | $-157.0M | $243.0M |
毛利率DASHFIS
| Q1 26 | 39.8% | — | ||
| Q4 25 | — | 38.3% | ||
| Q3 25 | — | 37.8% | ||
| Q2 25 | — | 36.4% | ||
| Q1 25 | — | 34.7% | ||
| Q4 24 | — | 36.9% | ||
| Q3 24 | — | 38.0% | ||
| Q2 24 | — | 38.2% |
营业利润率DASHFIS
| Q1 26 | 3.7% | — | ||
| Q4 25 | 3.7% | 18.8% | ||
| Q3 25 | 7.5% | 16.8% | ||
| Q2 25 | 5.0% | 15.6% | ||
| Q1 25 | 5.1% | 13.7% | ||
| Q4 24 | 4.1% | 18.5% | ||
| Q3 24 | 4.0% | 19.1% | ||
| Q2 24 | -7.6% | 15.2% |
净利率DASHFIS
| Q1 26 | 7.1% | — | ||
| Q4 25 | 5.4% | 18.2% | ||
| Q3 25 | 7.1% | 9.7% | ||
| Q2 25 | 8.7% | -18.0% | ||
| Q1 25 | 6.4% | 3.0% | ||
| Q4 24 | 4.9% | 10.0% | ||
| Q3 24 | 6.0% | 8.7% | ||
| Q2 24 | -6.0% | 9.8% |
每股收益（稀释后）DASHFIS
| Q1 26 | $0.42 | — | ||
| Q4 25 | $0.49 | $0.98 | ||
| Q3 25 | $0.55 | $0.50 | ||
| Q2 25 | $0.65 | $-0.90 | ||
| Q1 25 | $0.44 | $0.15 | ||
| Q4 24 | $0.35 | $0.51 | ||
| Q3 24 | $0.38 | $0.41 | ||
| Q2 24 | $-0.38 | $0.44 |
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 | $5.5B | $599.0M |
| 总债务越低越好 | — | $9.1B |
| 股东权益账面价值 | $10.2B | $13.9B |
| 总资产 | $19.7B | $33.5B |
| 负债/权益比越低杠杆越低 | — | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资DASHFIS
| Q1 26 | $5.5B | — | ||
| Q4 25 | $4.4B | $599.0M | ||
| Q3 25 | $3.3B | $571.0M | ||
| Q2 25 | $3.9B | $581.0M | ||
| Q1 25 | $4.5B | $805.0M | ||
| Q4 24 | $4.0B | $834.0M | ||
| Q3 24 | $3.7B | $1.3B | ||
| Q2 24 | $3.4B | $2.1B |
总债务DASHFIS
| Q1 26 | — | — | ||
| Q4 25 | — | $9.1B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.9B | ||
| Q1 25 | — | $8.7B | ||
| Q4 24 | — | $9.7B | ||
| Q3 24 | — | $10.5B | ||
| Q2 24 | — | $10.6B |
股东权益DASHFIS
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.0B | $13.9B | ||
| Q3 25 | $9.5B | $13.9B | ||
| Q2 25 | $8.9B | $14.2B | ||
| Q1 25 | $8.4B | $15.1B | ||
| Q4 24 | $7.8B | $15.7B | ||
| Q3 24 | $7.6B | $16.6B | ||
| Q2 24 | $7.2B | $17.0B |
总资产DASHFIS
| Q1 26 | $19.7B | — | ||
| Q4 25 | $19.7B | $33.5B | ||
| Q3 25 | $18.0B | $33.0B | ||
| Q2 25 | $16.9B | $33.4B | ||
| Q1 25 | $13.6B | $32.8B | ||
| Q4 24 | $12.8B | $33.8B | ||
| Q3 24 | $12.3B | $34.3B | ||
| Q2 24 | $11.8B | $34.6B |
负债/权益比DASHFIS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.65× | ||
| Q3 25 | — | 0.64× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.57× | ||
| Q4 24 | — | 0.62× | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | — | 0.62× |
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 | $504.0M | $758.0M |
| 自由现金流经营现金流 - 资本支出 | $355.0M | $739.0M |
| 自由现金流率自由现金流/营收 | 8.8% | 26.3% |
| 资本支出强度资本支出/营收 | — | 0.7% |
| 现金转化率经营现金流/净利润 | 1.77× | 1.48× |
| 过去12个月自由现金流最近4个季度 | $2.0B | $2.5B |
8季度趋势，按日历期对齐
经营现金流DASHFIS
| Q1 26 | $504.0M | — | ||
| Q4 25 | $421.0M | $758.0M | ||
| Q3 25 | $871.0M | $1.0B | ||
| Q2 25 | $504.0M | $382.0M | ||
| Q1 25 | $635.0M | $457.0M | ||
| Q4 24 | $518.0M | $782.0M | ||
| Q3 24 | $531.0M | $641.0M | ||
| Q2 24 | $530.0M | $546.0M |
自由现金流DASHFIS
| Q1 26 | $355.0M | — | ||
| Q4 25 | $367.0M | $739.0M | ||
| Q3 25 | $808.0M | $952.0M | ||
| Q2 25 | $438.0M | $343.0M | ||
| Q1 25 | $561.0M | $420.0M | ||
| Q4 24 | $486.0M | $764.0M | ||
| Q3 24 | $499.0M | $605.0M | ||
| Q2 24 | $507.0M | $530.0M |
自由现金流率DASHFIS
| Q1 26 | 8.8% | — | ||
| Q4 25 | 9.3% | 26.3% | ||
| Q3 25 | 23.4% | 35.0% | ||
| Q2 25 | 13.3% | 13.1% | ||
| Q1 25 | 18.5% | 16.6% | ||
| Q4 24 | 16.9% | 29.4% | ||
| Q3 24 | 18.4% | 23.5% | ||
| Q2 24 | 19.3% | 21.3% |
资本支出强度DASHFIS
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 0.7% | ||
| Q3 25 | 1.8% | 2.2% | ||
| Q2 25 | 2.0% | 1.5% | ||
| Q1 25 | 2.4% | 1.5% | ||
| Q4 24 | 1.1% | 0.7% | ||
| Q3 24 | 1.2% | 1.4% | ||
| Q2 24 | 0.9% | 0.6% |
现金转化率DASHFIS
| Q1 26 | 1.77× | — | ||
| Q4 25 | 1.98× | 1.48× | ||
| Q3 25 | 3.57× | 3.83× | ||
| Q2 25 | 1.77× | — | ||
| Q1 25 | 3.29× | 5.94× | ||
| Q4 24 | 3.67× | 3.02× | ||
| Q3 24 | 3.28× | 2.86× | ||
| Q2 24 | — | 2.25× |
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
DASH
暂无分部数据
FIS
| Banking Solutions | $1.6B | 57% |
| Other | $701.0M | 25% |
| Capital Market Solutions | $508.0M | 18% |
