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DoorDash（DASH）与金佰利（KMB）财务数据对比。点击上方公司名可切换其他公司
金佰利的季度营收约是DoorDash的1.0倍（$4.2B vs $4.0B），金佰利净利率更高（16.2% vs 7.1%，领先9.2%），DoorDash同比增速更快（8.3% vs 2.7%），过去两年DoorDash的营收复合增速更高（23.9% vs -9.0%）
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。
金佰利是源自美国的跨国消费品及个人护理集团，主打纸质类消费品，同时生产卫生用纸制品、外科及医疗器具。旗下拥有舒洁面巾纸、高洁丝女性护理产品、好奇纸尿裤及婴儿湿巾、Scott卫生纸等知名品牌，产品销往全球多个国家和地区。
DASH vs KMB — 直观对比
营收规模更大
KMB
是对方的1.0倍
$4.0B
营收增速更快
DASH
高出5.6%
2.7%
净利率更高
KMB
高出9.2%
7.1%
两年增速更快
DASH
近两年复合增速
-9.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $4.2B |
| 净利润 | $285.0M | $675.0M |
| 毛利率 | 39.8% | 36.8% |
| 营业利润率 | 3.7% | 18.1% |
| 净利率 | 7.1% | 16.2% |
| 营收同比 | 8.3% | 2.7% |
| 净利润同比 | 47.7% | 17.3% |
| 每股收益（稀释后） | $0.42 | $2.00 |
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DASHKMB
| Q1 26 | $4.0B | $4.2B | ||
| Q4 25 | $4.0B | $3.3B | ||
| Q3 25 | $3.4B | $4.2B | ||
| Q2 25 | $3.3B | $4.2B | ||
| Q1 25 | $3.0B | $4.8B | ||
| Q4 24 | $2.9B | $4.9B | ||
| Q3 24 | $2.7B | $5.0B | ||
| Q2 24 | $2.6B | $5.0B |
净利润DASHKMB
| Q1 26 | $285.0M | $675.0M | ||
| Q4 25 | $213.0M | $499.0M | ||
| Q3 25 | $244.0M | $446.0M | ||
| Q2 25 | $285.0M | $509.0M | ||
| Q1 25 | $193.0M | $567.0M | ||
| Q4 24 | $141.0M | $447.0M | ||
| Q3 24 | $162.0M | $907.0M | ||
| Q2 24 | $-157.0M | $544.0M |
毛利率DASHKMB
| Q1 26 | 39.8% | 36.8% | ||
| Q4 25 | — | 37.7% | ||
| Q3 25 | — | 36.0% | ||
| Q2 25 | — | 35.0% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 34.0% | ||
| Q3 24 | — | 36.0% | ||
| Q2 24 | — | 36.0% |
营业利润率DASHKMB
| Q1 26 | 3.7% | 18.1% | ||
| Q4 25 | 3.7% | 11.2% | ||
| Q3 25 | 7.5% | 15.0% | ||
| Q2 25 | 5.0% | 14.2% | ||
| Q1 25 | 5.1% | 15.9% | ||
| Q4 24 | 4.1% | 11.1% | ||
| Q3 24 | 4.0% | 23.3% | ||
| Q2 24 | -7.6% | 13.0% |
净利率DASHKMB
| Q1 26 | 7.1% | 16.2% | ||
| Q4 25 | 5.4% | 15.1% | ||
| Q3 25 | 7.1% | 10.7% | ||
| Q2 25 | 8.7% | 12.2% | ||
| Q1 25 | 6.4% | 11.7% | ||
| Q4 24 | 4.9% | 9.1% | ||
| Q3 24 | 6.0% | 18.3% | ||
| Q2 24 | -6.0% | 10.8% |
每股收益（稀释后）DASHKMB
| Q1 26 | $0.42 | $2.00 | ||
| Q4 25 | $0.49 | $1.50 | ||
| Q3 25 | $0.55 | $1.34 | ||
| Q2 25 | $0.65 | $1.53 | ||
| Q1 25 | $0.44 | $1.70 | ||
| Q4 24 | $0.35 | $1.34 | ||
| Q3 24 | $0.38 | $2.69 | ||
| Q2 24 | $-0.38 | $1.61 |
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 | $542.0K |
| 总债务越低越好 | — | $6.5M |
| 股东权益账面价值 | $10.2B | $1.9M |
| 总资产 | $19.7B | $17.2M |
| 负债/权益比越低杠杆越低 | — | 3.38× |
8季度趋势，按日历期对齐
现金及短期投资DASHKMB
| Q1 26 | $5.5B | $542.0K | ||
| Q4 25 | $4.4B | $688.0M | ||
| Q3 25 | $3.3B | $617.0M | ||
| Q2 25 | $3.9B | $634.0M | ||
| Q1 25 | $4.5B | $563.0M | ||
| Q4 24 | $4.0B | $1.0B | ||
| Q3 24 | $3.7B | $1.1B | ||
| Q2 24 | $3.4B | $1.2B |
总债务DASHKMB
| Q1 26 | — | $6.5M | ||
| Q4 25 | — | $6.5B | ||
| Q3 25 | — | $6.5B | ||
| Q2 25 | — | $6.5B | ||
| Q1 25 | — | $6.5B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $6.9B | ||
| Q2 24 | — | $7.2B |
股东权益DASHKMB
| Q1 26 | $10.2B | $1.9M | ||
| Q4 25 | $10.0B | $1.5B | ||
| Q3 25 | $9.5B | $1.3B | ||
| Q2 25 | $8.9B | $1.3B | ||
| Q1 25 | $8.4B | $1.1B | ||
| Q4 24 | $7.8B | $840.0M | ||
| Q3 24 | $7.6B | $1.3B | ||
| Q2 24 | $7.2B | $1.1B |
总资产DASHKMB
| Q1 26 | $19.7B | $17.2M | ||
| Q4 25 | $19.7B | $17.1B | ||
| Q3 25 | $18.0B | $16.9B | ||
| Q2 25 | $16.9B | $16.8B | ||
| Q1 25 | $13.6B | $16.3B | ||
| Q4 24 | $12.8B | $16.5B | ||
| Q3 24 | $12.3B | $17.2B | ||
| Q2 24 | $11.8B | $17.3B |
负债/权益比DASHKMB
| Q1 26 | — | 3.38× | ||
| Q4 25 | — | 4.31× | ||
| Q3 25 | — | 4.86× | ||
| Q2 25 | — | 5.09× | ||
| Q1 25 | — | 5.89× | ||
| Q4 24 | — | 8.18× | ||
| Q3 24 | — | 5.36× | ||
| Q2 24 | — | 6.30× |
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 | — |
| 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× | — |
| 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DASHKMB
| Q1 26 | $504.0M | — | ||
| Q4 25 | $421.0M | $972.0M | ||
| Q3 25 | $871.0M | $708.0M | ||
| Q2 25 | $504.0M | $770.0M | ||
| Q1 25 | $635.0M | $327.0M | ||
| Q4 24 | $518.0M | $817.0M | ||
| Q3 24 | $531.0M | $958.0M | ||
| Q2 24 | $530.0M | $1.0B |
自由现金流DASHKMB
| Q1 26 | $355.0M | — | ||
| Q4 25 | $367.0M | $575.0M | ||
| Q3 25 | $808.0M | $368.0M | ||
| Q2 25 | $438.0M | $573.0M | ||
| Q1 25 | $561.0M | $123.0M | ||
| Q4 24 | $486.0M | $608.0M | ||
| Q3 24 | $499.0M | $798.0M | ||
| Q2 24 | $507.0M | $863.0M |
自由现金流率DASHKMB
| Q1 26 | 8.8% | — | ||
| Q4 25 | 9.3% | 17.5% | ||
| Q3 25 | 23.4% | 8.9% | ||
| Q2 25 | 13.3% | 13.8% | ||
| Q1 25 | 18.5% | 2.5% | ||
| Q4 24 | 16.9% | 12.3% | ||
| Q3 24 | 18.4% | 16.1% | ||
| Q2 24 | 19.3% | 17.2% |
资本支出强度DASHKMB
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 12.1% | ||
| Q3 25 | 1.8% | 8.2% | ||
| Q2 25 | 2.0% | 4.7% | ||
| Q1 25 | 2.4% | 4.2% | ||
| Q4 24 | 1.1% | 4.2% | ||
| Q3 24 | 1.2% | 3.2% | ||
| Q2 24 | 0.9% | 3.1% |
现金转化率DASHKMB
| Q1 26 | 1.77× | — | ||
| Q4 25 | 1.98× | 1.95× | ||
| Q3 25 | 3.57× | 1.59× | ||
| Q2 25 | 1.77× | 1.51× | ||
| Q1 25 | 3.29× | 0.58× | ||
| Q4 24 | 3.67× | 1.83× | ||
| Q3 24 | 3.28× | 1.06× | ||
| Q2 24 | — | 1.88× |
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
KMB
| NA | $2.7B | 64% |
| IPC | $1.5B | 36% |
