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DoorDash（DASH）与RENAISSANCERE HOLDINGS LTD（RNR）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RENAISSANCERE HOLDINGS LTD的1.8倍（$4.0B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 5.4%，领先18.1%），DoorDash同比增速更快（37.7% vs -36.8%），过去两年DoorDash的营收复合增速更高（25.5% vs -11.9%）
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。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
DASH vs RNR — 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74.4%
-36.8%
净利率更高
RNR
高出18.1%
5.4%
两年增速更快
DASH
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $2.2B |
| 净利润 | $213.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 3.7% | — |
| 净利率 | 5.4% | 23.5% |
| 营收同比 | 37.7% | -36.8% |
| 净利润同比 | 51.1% | 72.6% |
| 每股收益（稀释后） | $0.49 | $6.57 |
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DASHRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $4.0B | $3.0B | ||
| Q3 25 | $3.4B | $3.2B | ||
| Q2 25 | $3.3B | $3.2B | ||
| Q1 25 | $3.0B | $3.5B | ||
| Q4 24 | $2.9B | $2.3B | ||
| Q3 24 | $2.7B | $4.0B | ||
| Q2 24 | $2.6B | $2.8B |
净利润DASHRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $213.0M | $760.5M | ||
| Q3 25 | $244.0M | $916.5M | ||
| Q2 25 | $285.0M | $835.4M | ||
| Q1 25 | $193.0M | $170.0M | ||
| Q4 24 | $141.0M | $-189.7M | ||
| Q3 24 | $162.0M | $1.2B | ||
| Q2 24 | $-157.0M | $503.9M |
营业利润率DASHRNR
| Q1 26 | — | — | ||
| Q4 25 | 3.7% | 42.5% | ||
| Q3 25 | 7.5% | 46.3% | ||
| Q2 25 | 5.0% | 41.8% | ||
| Q1 25 | 5.1% | -2.0% | ||
| Q4 24 | 4.1% | -3.6% | ||
| Q3 24 | 4.0% | 43.7% | ||
| Q2 24 | -7.6% | 25.0% |
净利率DASHRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 5.4% | 25.6% | ||
| Q3 25 | 7.1% | 28.7% | ||
| Q2 25 | 8.7% | 26.1% | ||
| Q1 25 | 6.4% | 4.9% | ||
| Q4 24 | 4.9% | -8.3% | ||
| Q3 24 | 6.0% | 29.8% | ||
| Q2 24 | -6.0% | 17.8% |
每股收益（稀释后）DASHRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.49 | $16.16 | ||
| Q3 25 | $0.55 | $19.40 | ||
| Q2 25 | $0.65 | $17.20 | ||
| Q1 25 | $0.44 | $3.27 | ||
| Q4 24 | $0.35 | $-3.76 | ||
| Q3 24 | $0.38 | $22.62 | ||
| Q2 24 | $-0.38 | $9.41 |
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 | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.0B | $4.3B |
| 总资产 | $19.7B | $53.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资DASHRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $4.4B | $1.7B | ||
| Q3 25 | $3.3B | $1.7B | ||
| Q2 25 | $3.9B | $1.4B | ||
| Q1 25 | $4.5B | $1.6B | ||
| Q4 24 | $4.0B | $1.7B | ||
| Q3 24 | $3.7B | $1.6B | ||
| Q2 24 | $3.4B | $1.6B |
总债务DASHRNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益DASHRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $10.0B | $11.6B | ||
| Q3 25 | $9.5B | $11.5B | ||
| Q2 25 | $8.9B | $10.8B | ||
| Q1 25 | $8.4B | $10.3B | ||
| Q4 24 | $7.8B | $10.6B | ||
| Q3 24 | $7.6B | $11.2B | ||
| Q2 24 | $7.2B | $10.2B |
总资产DASHRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $19.7B | $53.8B | ||
| Q3 25 | $18.0B | $54.5B | ||
| Q2 25 | $16.9B | $54.7B | ||
| Q1 25 | $13.6B | $53.6B | ||
| Q4 24 | $12.8B | $50.7B | ||
| Q3 24 | $12.3B | $52.8B | ||
| Q2 24 | $11.8B | $51.6B |
负债/权益比DASHRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 0.19× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $367.0M | — |
| 自由现金流率自由现金流/营收 | 9.3% | — |
| 资本支出强度资本支出/营收 | 1.4% | — |
| 现金转化率经营现金流/净利润 | 1.98× | — |
| 过去12个月自由现金流最近4个季度 | $2.2B | — |
8季度趋势，按日历期对齐
经营现金流DASHRNR
| Q1 26 | — | — | ||
| Q4 25 | $421.0M | $483.0M | ||
| Q3 25 | $871.0M | $1.6B | ||
| Q2 25 | $504.0M | $1.5B | ||
| Q1 25 | $635.0M | $157.8M | ||
| Q4 24 | $518.0M | $778.9M | ||
| Q3 24 | $531.0M | $1.5B | ||
| Q2 24 | $530.0M | $1.2B |
自由现金流DASHRNR
| Q1 26 | — | — | ||
| Q4 25 | $367.0M | — | ||
| Q3 25 | $808.0M | — | ||
| Q2 25 | $438.0M | — | ||
| Q1 25 | $561.0M | — | ||
| Q4 24 | $486.0M | — | ||
| Q3 24 | $499.0M | — | ||
| Q2 24 | $507.0M | — |
自由现金流率DASHRNR
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | — | ||
| Q3 25 | 23.4% | — | ||
| Q2 25 | 13.3% | — | ||
| Q1 25 | 18.5% | — | ||
| Q4 24 | 16.9% | — | ||
| Q3 24 | 18.4% | — | ||
| Q2 24 | 19.3% | — |
资本支出强度DASHRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 0.9% | — |
现金转化率DASHRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.98× | 0.64× | ||
| Q3 25 | 3.57× | 1.73× | ||
| Q2 25 | 1.77× | 1.76× | ||
| Q1 25 | 3.29× | 0.93× | ||
| Q4 24 | 3.67× | — | ||
| Q3 24 | 3.28× | 1.26× | ||
| Q2 24 | — | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
