vs
DoorDash（DASH）与PILGRIMS PRIDE CORP（PPC）财务数据对比。点击上方公司名可切换其他公司
PILGRIMS PRIDE CORP的季度营收约是DoorDash的1.1倍（$4.5B vs $4.0B），DoorDash净利率更高（5.4% vs 1.9%，领先3.4%），DoorDash同比增速更快（37.7% vs 3.3%），DoorDash自由现金流更多（$367.0M vs $10.0M），过去两年DoorDash的营收复合增速更高（25.5% vs 1.8%）
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。
Pilgrim's Pride是美国跨国食品企业，为美国及波多黎各最大的鸡肉生产商之一，同时是墨西哥第二大鸡肉生产商。公司2009年12月脱离破产状态，2011年将美国总部迁至科罗拉多州格里利，由JBS集团控股，2016年11月底以3.5亿美元收购Gold'n Plump。
DASH vs PPC — 直观对比
营收规模更大
PPC
是对方的1.1倍
$4.0B
营收增速更快
DASH
高出34.3%
3.3%
净利率更高
DASH
高出3.4%
1.9%
自由现金流更多
DASH
多$357.0M
$10.0M
两年增速更快
DASH
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $4.5B |
| 净利润 | $213.0M | $88.0M |
| 毛利率 | — | 9.5% |
| 营业利润率 | 3.7% | 4.5% |
| 净利率 | 5.4% | 1.9% |
| 营收同比 | 37.7% | 3.3% |
| 净利润同比 | 51.1% | -62.7% |
| 每股收益（稀释后） | $0.49 | $0.37 |
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DASHPPC
| Q4 25 | $4.0B | $4.5B | ||
| Q3 25 | $3.4B | $4.8B | ||
| Q2 25 | $3.3B | $4.8B | ||
| Q1 25 | $3.0B | $4.5B | ||
| Q4 24 | $2.9B | $4.4B | ||
| Q3 24 | $2.7B | $4.6B | ||
| Q2 24 | $2.6B | $4.6B | ||
| Q1 24 | $2.5B | $4.4B |
净利润DASHPPC
| Q4 25 | $213.0M | $88.0M | ||
| Q3 25 | $244.0M | $342.8M | ||
| Q2 25 | $285.0M | $355.5M | ||
| Q1 25 | $193.0M | $296.0M | ||
| Q4 24 | $141.0M | $235.9M | ||
| Q3 24 | $162.0M | $349.9M | ||
| Q2 24 | $-157.0M | $326.3M | ||
| Q1 24 | $-23.0M | $174.4M |
毛利率DASHPPC
| Q4 25 | — | 9.5% | ||
| Q3 25 | — | 13.9% | ||
| Q2 25 | — | 15.0% | ||
| Q1 25 | — | 12.4% | ||
| Q4 24 | — | 12.7% | ||
| Q3 24 | — | 14.9% | ||
| Q2 24 | — | 15.2% | ||
| Q1 24 | — | 8.8% |
营业利润率DASHPPC
| Q4 25 | 3.7% | 4.5% | ||
| Q3 25 | 7.5% | 10.4% | ||
| Q2 25 | 5.0% | 10.8% | ||
| Q1 25 | 5.1% | 9.1% | ||
| Q4 24 | 4.1% | 7.0% | ||
| Q3 24 | 4.0% | 11.1% | ||
| Q2 24 | -7.6% | 9.7% | ||
| Q1 24 | -2.4% | 5.7% |
净利率DASHPPC
| Q4 25 | 5.4% | 1.9% | ||
| Q3 25 | 7.1% | 7.2% | ||
| Q2 25 | 8.7% | 7.5% | ||
| Q1 25 | 6.4% | 6.6% | ||
| Q4 24 | 4.9% | 5.4% | ||
| Q3 24 | 6.0% | 7.6% | ||
| Q2 24 | -6.0% | 7.2% | ||
| Q1 24 | -0.9% | 4.0% |
每股收益（稀释后）DASHPPC
| Q4 25 | $0.49 | $0.37 | ||
| Q3 25 | $0.55 | $1.44 | ||
| Q2 25 | $0.65 | $1.49 | ||
| Q1 25 | $0.44 | $1.24 | ||
| Q4 24 | $0.35 | $1.00 | ||
| Q3 24 | $0.38 | $1.47 | ||
| Q2 24 | $-0.38 | $1.37 | ||
| Q1 24 | $-0.06 | $0.73 |
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 | $640.2M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $10.0B | $3.7B |
| 总资产 | $19.7B | $10.3B |
| 负债/权益比越低杠杆越低 | — | 0.84× |
8季度趋势，按日历期对齐
现金及短期投资DASHPPC
| Q4 25 | $4.4B | $640.2M | ||
| Q3 25 | $3.3B | $612.6M | ||
| Q2 25 | $3.9B | $849.0M | ||
| Q1 25 | $4.5B | $2.1B | ||
| Q4 24 | $4.0B | $2.0B | ||
| Q3 24 | $3.7B | $1.9B | ||
| Q2 24 | $3.4B | $1.3B | ||
| Q1 24 | $3.1B | $870.8M |
总债务DASHPPC
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | — | $3.2B | ||
| Q1 24 | — | $3.3B |
股东权益DASHPPC
| Q4 25 | $10.0B | $3.7B | ||
| Q3 25 | $9.5B | $3.5B | ||
| Q2 25 | $8.9B | $3.7B | ||
| Q1 25 | $8.4B | $3.1B | ||
| Q4 24 | $7.8B | $4.2B | ||
| Q3 24 | $7.6B | $4.2B | ||
| Q2 24 | $7.2B | $3.7B | ||
| Q1 24 | $7.0B | $3.5B |
总资产DASHPPC
| Q4 25 | $19.7B | $10.3B | ||
| Q3 25 | $18.0B | $10.0B | ||
| Q2 25 | $16.9B | $10.1B | ||
| Q1 25 | $13.6B | $11.0B | ||
| Q4 24 | $12.8B | $10.7B | ||
| Q3 24 | $12.3B | $10.7B | ||
| Q2 24 | $11.8B | $10.1B | ||
| Q1 24 | $11.4B | $9.8B |
负债/权益比DASHPPC
| Q4 25 | — | 0.84× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.83× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 0.76× | ||
| Q3 24 | — | 0.76× | ||
| Q2 24 | — | 0.85× | ||
| Q1 24 | — | 0.96× |
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 | $291.2M |
| 自由现金流经营现金流 - 资本支出 | $367.0M | $10.0M |
| 自由现金流率自由现金流/营收 | 9.3% | 0.2% |
| 资本支出强度资本支出/营收 | 1.4% | 6.2% |
| 现金转化率经营现金流/净利润 | 1.98× | 3.31× |
| 过去12个月自由现金流最近4个季度 | $2.2B | $653.1M |
8季度趋势，按日历期对齐
经营现金流DASHPPC
| Q4 25 | $421.0M | $291.2M | ||
| Q3 25 | $871.0M | $458.3M | ||
| Q2 25 | $504.0M | $495.2M | ||
| Q1 25 | $635.0M | $126.9M | ||
| Q4 24 | $518.0M | $349.3M | ||
| Q3 24 | $531.0M | $651.1M | ||
| Q2 24 | $530.0M | $718.6M | ||
| Q1 24 | $553.0M | $271.0M |
自由现金流DASHPPC
| Q4 25 | $367.0M | $10.0M | ||
| Q3 25 | $808.0M | $275.9M | ||
| Q2 25 | $438.0M | $339.1M | ||
| Q1 25 | $561.0M | $28.1M | ||
| Q4 24 | $486.0M | $176.6M | ||
| Q3 24 | $499.0M | $565.3M | ||
| Q2 24 | $507.0M | $617.7M | ||
| Q1 24 | $536.0M | $171.9M |
自由现金流率DASHPPC
| Q4 25 | 9.3% | 0.2% | ||
| Q3 25 | 23.4% | 5.8% | ||
| Q2 25 | 13.3% | 7.1% | ||
| Q1 25 | 18.5% | 0.6% | ||
| Q4 24 | 16.9% | 4.0% | ||
| Q3 24 | 18.4% | 12.3% | ||
| Q2 24 | 19.3% | 13.5% | ||
| Q1 24 | 21.3% | 3.9% |
资本支出强度DASHPPC
| Q4 25 | 1.4% | 6.2% | ||
| Q3 25 | 1.8% | 3.8% | ||
| Q2 25 | 2.0% | 3.3% | ||
| Q1 25 | 2.4% | 2.2% | ||
| Q4 24 | 1.1% | 4.0% | ||
| Q3 24 | 1.2% | 1.9% | ||
| Q2 24 | 0.9% | 2.2% | ||
| Q1 24 | 0.7% | 2.3% |
现金转化率DASHPPC
| Q4 25 | 1.98× | 3.31× | ||
| Q3 25 | 3.57× | 1.34× | ||
| Q2 25 | 1.77× | 1.39× | ||
| Q1 25 | 3.29× | 0.43× | ||
| Q4 24 | 3.67× | 1.48× | ||
| Q3 24 | 3.28× | 1.86× | ||
| Q2 24 | — | 2.20× | ||
| Q1 24 | — | 1.55× |
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
PPC
| Retail | $1.5B | 33% |
| Europe Reportable Segment | $1.4B | 31% |
| Food Service | $889.2M | 20% |
| Prepared Product | $332.8M | 7% |
| Product Export | $122.7M | 3% |
| Other Sales Channel | $96.0M | 2% |
| Other Product And Service | $79.7M | 2% |
| Related Party | $21.7M | 0% |
| Seara Meats B.V. | $18.9M | 0% |
| Penasul UKLTD | $10.3M | 0% |
| JBSUSA Food Company | $5.4M | 0% |
