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DoorDash（DASH）与Intuit（INTU）财务数据对比。点击上方公司名可切换其他公司
Intuit的季度营收约是DoorDash的1.2倍（$4.7B vs $4.0B），Intuit净利率更高（14.9% vs 7.1%，领先7.8%），Intuit同比增速更快（17.0% vs 8.3%），过去两年DoorDash的营收复合增速更高（23.9% vs -16.9%）
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。
Intuit是总部位于美国加利福尼亚州山景城的跨国商业软件企业，专注于财务软件领域，现任首席执行官为萨桑·古达齐。旗下核心产品包括报税软件TurboTax、小微企业会计软件QuickBooks、信用监测及个人理财服务Credit Karma、邮件营销平台Mailchimp，服务覆盖个人及企业财税、营销等多个场景。
DASH vs INTU — 直观对比
营收规模更大
INTU
是对方的1.2倍
$4.0B
营收增速更快
INTU
高出8.7%
8.3%
净利率更高
INTU
高出7.8%
7.1%
两年增速更快
DASH
近两年复合增速
-16.9%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $4.7B |
| 净利润 | $285.0M | $693.0M |
| 毛利率 | 39.8% | 98.0% |
| 营业利润率 | 3.7% | 18.4% |
| 净利率 | 7.1% | 14.9% |
| 营收同比 | 8.3% | 17.0% |
| 净利润同比 | 47.7% | — |
| 每股收益（稀释后） | $0.42 | $2.48 |
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DASHINTU
| Q1 26 | $4.0B | $4.7B | ||
| Q4 25 | $4.0B | $3.9B | ||
| Q3 25 | $3.4B | $3.8B | ||
| Q2 25 | $3.3B | $7.8B | ||
| Q1 25 | $3.0B | $4.0B | ||
| Q4 24 | $2.9B | $3.3B | ||
| Q3 24 | $2.7B | $3.2B | ||
| Q2 24 | $2.6B | $6.7B |
净利润DASHINTU
| Q1 26 | $285.0M | $693.0M | ||
| Q4 25 | $213.0M | $446.0M | ||
| Q3 25 | $244.0M | $381.0M | ||
| Q2 25 | $285.0M | $2.8B | ||
| Q1 25 | $193.0M | $471.0M | ||
| Q4 24 | $141.0M | $197.0M | ||
| Q3 24 | $162.0M | $-20.0M | ||
| Q2 24 | $-157.0M | $2.4B |
毛利率DASHINTU
| Q1 26 | 39.8% | 98.0% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率DASHINTU
| Q1 26 | 3.7% | 18.4% | ||
| Q4 25 | 3.7% | 13.7% | ||
| Q3 25 | 7.5% | 8.8% | ||
| Q2 25 | 5.0% | 48.0% | ||
| Q1 25 | 5.1% | 15.0% | ||
| Q4 24 | 4.1% | 8.3% | ||
| Q3 24 | 4.0% | -4.7% | ||
| Q2 24 | -7.6% | 46.1% |
净利率DASHINTU
| Q1 26 | 7.1% | 14.9% | ||
| Q4 25 | 5.4% | 11.5% | ||
| Q3 25 | 7.1% | 9.9% | ||
| Q2 25 | 8.7% | 36.4% | ||
| Q1 25 | 6.4% | 11.9% | ||
| Q4 24 | 4.9% | 6.0% | ||
| Q3 24 | 6.0% | -0.6% | ||
| Q2 24 | -6.0% | 35.5% |
每股收益（稀释后）DASHINTU
| Q1 26 | $0.42 | $2.48 | ||
| Q4 25 | $0.49 | $1.59 | ||
| Q3 25 | $0.55 | $1.28 | ||
| Q2 25 | $0.65 | $10.02 | ||
| Q1 25 | $0.44 | $1.67 | ||
| Q4 24 | $0.35 | $0.70 | ||
| Q3 24 | $0.38 | $-0.09 | ||
| Q2 24 | $-0.38 | $8.42 |
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 | $2.9B |
| 总债务越低越好 | — | $6.2B |
| 股东权益账面价值 | $10.2B | $19.1B |
| 总资产 | $19.7B | $34.3B |
| 负债/权益比越低杠杆越低 | — | 0.32× |
8季度趋势，按日历期对齐
现金及短期投资DASHINTU
| Q1 26 | $5.5B | $2.9B | ||
| Q4 25 | $4.4B | $3.5B | ||
| Q3 25 | $3.3B | $2.9B | ||
| Q2 25 | $3.9B | $5.4B | ||
| Q1 25 | $4.5B | $2.4B | ||
| Q4 24 | $4.0B | $2.9B | ||
| Q3 24 | $3.7B | $3.6B | ||
| Q2 24 | $3.4B | $4.2B |
总债务DASHINTU
| Q1 26 | — | $6.2B | ||
| Q4 25 | — | $6.1B | ||
| Q3 25 | — | $6.0B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.3B | ||
| Q4 24 | — | $6.1B | ||
| Q3 24 | — | $6.0B | ||
| Q2 24 | — | $6.0B |
股东权益DASHINTU
| Q1 26 | $10.2B | $19.1B | ||
| Q4 25 | $10.0B | $19.3B | ||
| Q3 25 | $9.5B | $19.7B | ||
| Q2 25 | $8.9B | $20.1B | ||
| Q1 25 | $8.4B | $17.9B | ||
| Q4 24 | $7.8B | $18.1B | ||
| Q3 24 | $7.6B | $18.4B | ||
| Q2 24 | $7.2B | $18.8B |
总资产DASHINTU
| Q1 26 | $19.7B | $34.3B | ||
| Q4 25 | $19.7B | $33.2B | ||
| Q3 25 | $18.0B | $37.0B | ||
| Q2 25 | $16.9B | $36.6B | ||
| Q1 25 | $13.6B | $31.7B | ||
| Q4 24 | $12.8B | $33.2B | ||
| Q3 24 | $12.3B | $32.1B | ||
| Q2 24 | $11.8B | $31.6B |
负债/权益比DASHINTU
| Q1 26 | — | 0.32× | ||
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | 0.33× | ||
| Q2 24 | — | 0.32× |
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 | $2.2B |
| 自由现金流经营现金流 - 资本支出 | $355.0M | — |
| 自由现金流率自由现金流/营收 | 8.8% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.77× | 3.18× |
| 过去12个月自由现金流最近4个季度 | $2.0B | — |
8季度趋势，按日历期对齐
经营现金流DASHINTU
| Q1 26 | $504.0M | $2.2B | ||
| Q4 25 | $421.0M | $637.0M | ||
| Q3 25 | $871.0M | $381.0M | ||
| Q2 25 | $504.0M | $4.4B | ||
| Q1 25 | $635.0M | $1.1B | ||
| Q4 24 | $518.0M | $362.0M | ||
| Q3 24 | $531.0M | $417.0M | ||
| Q2 24 | $530.0M | $4.0B |
自由现金流DASHINTU
| Q1 26 | $355.0M | — | ||
| Q4 25 | $367.0M | $599.0M | ||
| Q3 25 | $808.0M | $366.0M | ||
| Q2 25 | $438.0M | $4.4B | ||
| Q1 25 | $561.0M | $1.0B | ||
| Q4 24 | $486.0M | $329.0M | ||
| Q3 24 | $499.0M | $400.0M | ||
| Q2 24 | $507.0M | $3.9B |
自由现金流率DASHINTU
| Q1 26 | 8.8% | — | ||
| Q4 25 | 9.3% | 15.4% | ||
| Q3 25 | 23.4% | 9.6% | ||
| Q2 25 | 13.3% | 56.2% | ||
| Q1 25 | 18.5% | 26.2% | ||
| Q4 24 | 16.9% | 10.0% | ||
| Q3 24 | 18.4% | 12.6% | ||
| Q2 24 | 19.3% | 57.7% |
资本支出强度DASHINTU
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 1.0% | ||
| Q3 25 | 1.8% | 0.4% | ||
| Q2 25 | 2.0% | 0.5% | ||
| Q1 25 | 2.4% | 0.8% | ||
| Q4 24 | 1.1% | 1.0% | ||
| Q3 24 | 1.2% | 0.5% | ||
| Q2 24 | 0.9% | 0.9% |
现金转化率DASHINTU
| Q1 26 | 1.77× | 3.18× | ||
| Q4 25 | 1.98× | 1.43× | ||
| Q3 25 | 3.57× | 1.00× | ||
| Q2 25 | 1.77× | 1.56× | ||
| Q1 25 | 3.29× | 2.27× | ||
| Q4 24 | 3.67× | 1.84× | ||
| Q3 24 | 3.28× | — | ||
| Q2 24 | — | 1.65× |
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
INTU
| Online Ecosystem | $2.5B | 54% |
| Product and other | $779.0M | 17% |
| Credit Karma | $616.0M | 13% |
| TurboTax | $581.0M | 12% |
| ProTax | $290.0M | 6% |
