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DoorDash（DASH）与Roper Technologies（ROP）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Roper Technologies的1.9倍（$4.0B vs $2.1B），Roper Technologies净利率更高（15.8% vs 5.4%，领先10.4%），DoorDash同比增速更快（37.7% vs 11.3%），Roper Technologies自由现金流更多（$507.0M vs $367.0M），过去两年DoorDash的营收复合增速更高（25.5% vs 10.5%）
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。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
DASH vs ROP — 直观对比
营收规模更大
DASH
是对方的1.9倍
$2.1B
营收增速更快
DASH
高出26.4%
11.3%
净利率更高
ROP
高出10.4%
5.4%
自由现金流更多
ROP
多$140.0M
$367.0M
两年增速更快
DASH
近两年复合增速
10.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $2.1B |
| 净利润 | $213.0M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | 3.7% | 27.2% |
| 净利率 | 5.4% | 15.8% |
| 营收同比 | 37.7% | 11.3% |
| 净利润同比 | 51.1% | 53.7% |
| 每股收益（稀释后） | $0.49 | $4.87 |
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DASHROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $4.0B | $2.1B | ||
| Q3 25 | $3.4B | $2.0B | ||
| Q2 25 | $3.3B | $1.9B | ||
| Q1 25 | $3.0B | $1.9B | ||
| Q4 24 | $2.9B | $1.9B | ||
| Q3 24 | $2.7B | $1.8B | ||
| Q2 24 | $2.6B | $1.7B |
净利润DASHROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $213.0M | $428.4M | ||
| Q3 25 | $244.0M | $398.5M | ||
| Q2 25 | $285.0M | $378.3M | ||
| Q1 25 | $193.0M | $331.1M | ||
| Q4 24 | $141.0M | $462.3M | ||
| Q3 24 | $162.0M | $367.9M | ||
| Q2 24 | $-157.0M | $337.1M |
毛利率DASHROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | — | 69.5% | ||
| Q2 25 | — | 69.2% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 69.2% | ||
| Q2 24 | — | 69.5% |
营业利润率DASHROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 3.7% | 28.6% | ||
| Q3 25 | 7.5% | 28.4% | ||
| Q2 25 | 5.0% | 28.2% | ||
| Q1 25 | 5.1% | 27.9% | ||
| Q4 24 | 4.1% | 28.0% | ||
| Q3 24 | 4.0% | 28.1% | ||
| Q2 24 | -7.6% | 28.8% |
净利率DASHROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 5.4% | 20.8% | ||
| Q3 25 | 7.1% | 19.8% | ||
| Q2 25 | 8.7% | 19.5% | ||
| Q1 25 | 6.4% | 17.6% | ||
| Q4 24 | 4.9% | 24.6% | ||
| Q3 24 | 6.0% | 20.8% | ||
| Q2 24 | -6.0% | 19.6% |
每股收益（稀释后）DASHROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.49 | $3.97 | ||
| Q3 25 | $0.55 | $3.68 | ||
| Q2 25 | $0.65 | $3.49 | ||
| Q1 25 | $0.44 | $3.06 | ||
| Q4 24 | $0.35 | $4.29 | ||
| Q3 24 | $0.38 | $3.40 | ||
| Q2 24 | $-0.38 | $3.12 |
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 | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $10.0B | $18.8B |
| 总资产 | $19.7B | $34.6B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资DASHROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $4.4B | $297.4M | ||
| Q3 25 | $3.3B | $320.0M | ||
| Q2 25 | $3.9B | $242.4M | ||
| Q1 25 | $4.5B | $372.8M | ||
| Q4 24 | $4.0B | $188.2M | ||
| Q3 24 | $3.7B | $269.6M | ||
| Q2 24 | $3.4B | $251.5M |
总债务DASHROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益DASHROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $10.0B | $19.9B | ||
| Q3 25 | $9.5B | $20.0B | ||
| Q2 25 | $8.9B | $19.6B | ||
| Q1 25 | $8.4B | $19.2B | ||
| Q4 24 | $7.8B | $18.9B | ||
| Q3 24 | $7.6B | $18.5B | ||
| Q2 24 | $7.2B | $18.1B |
总资产DASHROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $19.7B | $34.6B | ||
| Q3 25 | $18.0B | $34.6B | ||
| Q2 25 | $16.9B | $33.2B | ||
| Q1 25 | $13.6B | $31.4B | ||
| Q4 24 | $12.8B | $31.3B | ||
| Q3 24 | $12.3B | $31.6B | ||
| Q2 24 | $11.8B | $29.8B |
负债/权益比DASHROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $507.0M |
| 自由现金流率自由现金流/营收 | 9.3% | 24.2% |
| 资本支出强度资本支出/营收 | 1.4% | 0.5% |
| 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DASHROP
| Q1 26 | — | — | ||
| Q4 25 | $421.0M | $738.0M | ||
| Q3 25 | $871.0M | $869.5M | ||
| Q2 25 | $504.0M | $404.1M | ||
| Q1 25 | $635.0M | $528.7M | ||
| Q4 24 | $518.0M | $722.2M | ||
| Q3 24 | $531.0M | $755.4M | ||
| Q2 24 | $530.0M | $384.1M |
自由现金流DASHROP
| Q1 26 | — | $507.0M | ||
| 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DASHROP
| Q1 26 | — | 24.2% | ||
| 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DASHROP
| Q1 26 | — | 0.5% | ||
| 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DASHROP
| Q1 26 | — | — | ||
| Q4 25 | 1.98× | 1.72× | ||
| Q3 25 | 3.57× | 2.18× | ||
| Q2 25 | 1.77× | 1.07× | ||
| Q1 25 | 3.29× | 1.60× | ||
| Q4 24 | 3.67× | 1.56× | ||
| Q3 24 | 3.28× | 2.05× | ||
| Q2 24 | — | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
