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DoorDash（DASH）与Post Holdings, Inc.（POST）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Post Holdings, Inc.的1.8倍（$4.0B vs $2.2B），DoorDash净利率更高（5.4% vs 4.5%，领先0.9%），DoorDash同比增速更快（37.7% vs 10.1%），DoorDash自由现金流更多（$367.0M vs $119.3M），过去两年DoorDash的营收复合增速更高（25.5% vs 4.3%）
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。
Post Holdings, Inc.是美国头部包装消费品食品生产商，旗下拥有知名食品业务板块Post Consumer Brands，总部坐落于明尼苏达州莱克维尔，其生产的食品类快消品覆盖北美及全球多个市场，深受消费者喜爱。
DASH vs POST — 直观对比
营收规模更大
DASH
是对方的1.8倍
$2.2B
营收增速更快
DASH
高出27.5%
10.1%
净利率更高
DASH
高出0.9%
4.5%
自由现金流更多
DASH
多$247.7M
$119.3M
两年增速更快
DASH
近两年复合增速
4.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $2.2B |
| 净利润 | $213.0M | $96.8M |
| 毛利率 | — | 29.4% |
| 营业利润率 | 3.7% | 11.0% |
| 净利率 | 5.4% | 4.5% |
| 营收同比 | 37.7% | 10.1% |
| 净利润同比 | 51.1% | -14.6% |
| 每股收益（稀释后） | $0.49 | $1.71 |
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DASHPOST
| Q4 25 | $4.0B | $2.2B | ||
| Q3 25 | $3.4B | $2.2B | ||
| Q2 25 | $3.3B | $2.0B | ||
| Q1 25 | $3.0B | $2.0B | ||
| Q4 24 | $2.9B | $2.0B | ||
| Q3 24 | $2.7B | $2.0B | ||
| Q2 24 | $2.6B | $1.9B | ||
| Q1 24 | $2.5B | $2.0B |
净利润DASHPOST
| Q4 25 | $213.0M | $96.8M | ||
| Q3 25 | $244.0M | $51.0M | ||
| Q2 25 | $285.0M | $108.8M | ||
| Q1 25 | $193.0M | $62.6M | ||
| Q4 24 | $141.0M | $113.3M | ||
| Q3 24 | $162.0M | $81.6M | ||
| Q2 24 | $-157.0M | $99.8M | ||
| Q1 24 | $-23.0M | $97.2M |
毛利率DASHPOST
| Q4 25 | — | 29.4% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 28.0% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 29.6% | ||
| Q1 24 | — | 29.0% |
营业利润率DASHPOST
| Q4 25 | 3.7% | 11.0% | ||
| Q3 25 | 7.5% | 7.5% | ||
| Q2 25 | 5.0% | 11.8% | ||
| Q1 25 | 5.1% | 9.3% | ||
| Q4 24 | 4.1% | 10.8% | ||
| Q3 24 | 4.0% | 9.5% | ||
| Q2 24 | -7.6% | 10.4% | ||
| Q1 24 | -2.4% | 9.5% |
净利率DASHPOST
| Q4 25 | 5.4% | 4.5% | ||
| Q3 25 | 7.1% | 2.3% | ||
| Q2 25 | 8.7% | 5.5% | ||
| Q1 25 | 6.4% | 3.2% | ||
| Q4 24 | 4.9% | 5.7% | ||
| Q3 24 | 6.0% | 4.1% | ||
| Q2 24 | -6.0% | 5.1% | ||
| Q1 24 | -0.9% | 4.9% |
每股收益（稀释后）DASHPOST
| Q4 25 | $0.49 | $1.71 | ||
| Q3 25 | $0.55 | $0.91 | ||
| Q2 25 | $0.65 | $1.79 | ||
| Q1 25 | $0.44 | $1.03 | ||
| Q4 24 | $0.35 | $1.78 | ||
| Q3 24 | $0.38 | $1.28 | ||
| Q2 24 | $-0.38 | $1.53 | ||
| Q1 24 | $-0.06 | $1.48 |
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 | $4.4B | $279.3M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | $10.0B | $3.5B |
| 总资产 | $19.7B | $13.0B |
| 负债/权益比越低杠杆越低 | — | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资DASHPOST
| Q4 25 | $4.4B | $279.3M | ||
| Q3 25 | $3.3B | $176.7M | ||
| Q2 25 | $3.9B | $1.1B | ||
| Q1 25 | $4.5B | $617.6M | ||
| Q4 24 | $4.0B | $872.9M | ||
| Q3 24 | $3.7B | $787.4M | ||
| Q2 24 | $3.4B | $333.8M | ||
| Q1 24 | $3.1B | $333.4M |
总债务DASHPOST
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B | ||
| Q1 24 | — | $6.4B |
股东权益DASHPOST
| Q4 25 | $10.0B | $3.5B | ||
| Q3 25 | $9.5B | $3.8B | ||
| Q2 25 | $8.9B | $4.0B | ||
| Q1 25 | $8.4B | $3.8B | ||
| Q4 24 | $7.8B | $3.9B | ||
| Q3 24 | $7.6B | $4.1B | ||
| Q2 24 | $7.2B | $3.9B | ||
| Q1 24 | $7.0B | $4.0B |
总资产DASHPOST
| Q4 25 | $19.7B | $13.0B | ||
| Q3 25 | $18.0B | $13.5B | ||
| Q2 25 | $16.9B | $13.4B | ||
| Q1 25 | $13.6B | $12.8B | ||
| Q4 24 | $12.8B | $12.8B | ||
| Q3 24 | $12.3B | $12.9B | ||
| Q2 24 | $11.8B | $12.1B | ||
| Q1 24 | $11.4B | $12.2B |
负债/权益比DASHPOST
| Q4 25 | — | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.62× | ||
| Q1 24 | — | 1.61× |
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 | $421.0M | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $367.0M | $119.3M |
| 自由现金流率自由现金流/营收 | 9.3% | 5.5% |
| 资本支出强度资本支出/营收 | 1.4% | 5.4% |
| 现金转化率经营现金流/净利润 | 1.98× | 2.43× |
| 过去12个月自由现金流最近4个季度 | $2.2B | $436.0M |
8季度趋势，按日历期对齐
经营现金流DASHPOST
| Q4 25 | $421.0M | $235.7M | ||
| Q3 25 | $871.0M | $301.3M | ||
| Q2 25 | $504.0M | $225.9M | ||
| Q1 25 | $635.0M | $160.7M | ||
| Q4 24 | $518.0M | $310.4M | ||
| Q3 24 | $531.0M | $235.4M | ||
| Q2 24 | $530.0M | $272.3M | ||
| Q1 24 | $553.0M | $249.6M |
自由现金流DASHPOST
| Q4 25 | $367.0M | $119.3M | ||
| Q3 25 | $808.0M | $151.6M | ||
| Q2 25 | $438.0M | $94.9M | ||
| Q1 25 | $561.0M | $70.2M | ||
| Q4 24 | $486.0M | $171.4M | ||
| Q3 24 | $499.0M | $96.2M | ||
| Q2 24 | $507.0M | $161.5M | ||
| Q1 24 | $536.0M | $150.9M |
自由现金流率DASHPOST
| Q4 25 | 9.3% | 5.5% | ||
| Q3 25 | 23.4% | 6.7% | ||
| Q2 25 | 13.3% | 4.8% | ||
| Q1 25 | 18.5% | 3.6% | ||
| Q4 24 | 16.9% | 8.7% | ||
| Q3 24 | 18.4% | 4.8% | ||
| Q2 24 | 19.3% | 8.3% | ||
| Q1 24 | 21.3% | 7.5% |
资本支出强度DASHPOST
| Q4 25 | 1.4% | 5.4% | ||
| Q3 25 | 1.8% | 6.7% | ||
| Q2 25 | 2.0% | 6.6% | ||
| Q1 25 | 2.4% | 4.6% | ||
| Q4 24 | 1.1% | 7.0% | ||
| Q3 24 | 1.2% | 6.9% | ||
| Q2 24 | 0.9% | 5.7% | ||
| Q1 24 | 0.7% | 4.9% |
现金转化率DASHPOST
| Q4 25 | 1.98× | 2.43× | ||
| Q3 25 | 3.57× | 5.91× | ||
| Q2 25 | 1.77× | 2.08× | ||
| Q1 25 | 3.29× | 2.57× | ||
| Q4 24 | 3.67× | 2.74× | ||
| Q3 24 | 3.28× | 2.88× | ||
| Q2 24 | — | 2.73× | ||
| Q1 24 | — | 2.57× |
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
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
