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DoorDash（DASH）与Sprouts Farmers Market, Inc.（SFM）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Sprouts Farmers Market, Inc.的1.7倍（$4.0B vs $2.3B），DoorDash净利率更高（7.1% vs 7.0%，领先0.0%），DoorDash同比增速更快（8.3% vs 4.1%），过去两年DoorDash的营收复合增速更高（23.9% vs 10.9%）
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。
Sprouts Farmers Market是总部位于美国亚利桑那州凤凰城的连锁超市品牌，主营天然有机食品，涵盖新鲜果蔬、散装食品、包装杂货、肉禽海鲜、熟食烘焙、乳制品、冷冻食品等品类，同时售有维生素补剂、天然个护及家居用品，目前在全美24个州开设超400家门店，员工约3.5万名。
DASH vs SFM — 直观对比
营收规模更大
DASH
是对方的1.7倍
$2.3B
营收增速更快
DASH
高出4.2%
4.1%
净利率更高
DASH
高出0.0%
7.0%
两年增速更快
DASH
近两年复合增速
10.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $2.3B |
| 净利润 | $285.0M | $163.7M |
| 毛利率 | 39.8% | 39.4% |
| 营业利润率 | 3.7% | 9.2% |
| 净利率 | 7.1% | 7.0% |
| 营收同比 | 8.3% | 4.1% |
| 净利润同比 | 47.7% | -9.1% |
| 每股收益（稀释后） | $0.42 | $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DASHSFM
| Q1 26 | $4.0B | $2.3B | ||
| Q4 25 | $4.0B | $2.1B | ||
| Q3 25 | $3.4B | $2.2B | ||
| Q2 25 | $3.3B | $2.2B | ||
| Q1 25 | $3.0B | $2.2B | ||
| Q4 24 | $2.9B | $2.0B | ||
| Q3 24 | $2.7B | $1.9B | ||
| Q2 24 | $2.6B | $1.9B |
净利润DASHSFM
| Q1 26 | $285.0M | $163.7M | ||
| Q4 25 | $213.0M | $89.8M | ||
| Q3 25 | $244.0M | $120.1M | ||
| Q2 25 | $285.0M | $133.7M | ||
| Q1 25 | $193.0M | $180.0M | ||
| Q4 24 | $141.0M | $79.6M | ||
| Q3 24 | $162.0M | $91.6M | ||
| Q2 24 | $-157.0M | $95.3M |
毛利率DASHSFM
| Q1 26 | 39.8% | 39.4% | ||
| Q4 25 | — | 38.0% | ||
| Q3 25 | — | 38.7% | ||
| Q2 25 | — | 38.8% | ||
| Q1 25 | — | 39.6% | ||
| Q4 24 | — | 38.1% | ||
| Q3 24 | — | 38.1% | ||
| Q2 24 | — | 37.9% |
营业利润率DASHSFM
| Q1 26 | 3.7% | 9.2% | ||
| Q4 25 | 3.7% | 5.7% | ||
| Q3 25 | 7.5% | 7.2% | ||
| Q2 25 | 5.0% | 8.1% | ||
| Q1 25 | 5.1% | 10.1% | ||
| Q4 24 | 4.1% | 5.3% | ||
| Q3 24 | 4.0% | 6.3% | ||
| Q2 24 | -7.6% | 6.7% |
净利率DASHSFM
| Q1 26 | 7.1% | 7.0% | ||
| Q4 25 | 5.4% | 4.2% | ||
| Q3 25 | 7.1% | 5.5% | ||
| Q2 25 | 8.7% | 6.0% | ||
| Q1 25 | 6.4% | 8.0% | ||
| Q4 24 | 4.9% | 4.0% | ||
| Q3 24 | 6.0% | 4.7% | ||
| Q2 24 | -6.0% | 5.0% |
每股收益（稀释后）DASHSFM
| Q1 26 | $0.42 | $1.71 | ||
| Q4 25 | $0.49 | $0.93 | ||
| Q3 25 | $0.55 | $1.22 | ||
| Q2 25 | $0.65 | $1.35 | ||
| Q1 25 | $0.44 | $1.81 | ||
| Q4 24 | $0.35 | $0.78 | ||
| Q3 24 | $0.38 | $0.91 | ||
| Q2 24 | $-0.38 | $0.94 |
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 | $252.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.2B | $1.4B |
| 总资产 | $19.7B | $4.3B |
| 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DASHSFM
| Q1 26 | $5.5B | $252.2M | ||
| Q4 25 | $4.4B | $257.3M | ||
| Q3 25 | $3.3B | $322.4M | ||
| Q2 25 | $3.9B | $261.4M | ||
| Q1 25 | $4.5B | $285.7M | ||
| Q4 24 | $4.0B | $265.2M | ||
| Q3 24 | $3.7B | $309.7M | ||
| Q2 24 | $3.4B | $177.3M |
股东权益DASHSFM
| Q1 26 | $10.2B | $1.4B | ||
| Q4 25 | $10.0B | $1.4B | ||
| Q3 25 | $9.5B | $1.4B | ||
| Q2 25 | $8.9B | $1.4B | ||
| Q1 25 | $8.4B | $1.3B | ||
| Q4 24 | $7.8B | $1.3B | ||
| Q3 24 | $7.6B | $1.3B | ||
| Q2 24 | $7.2B | $1.3B |
总资产DASHSFM
| Q1 26 | $19.7B | $4.3B | ||
| Q4 25 | $19.7B | $4.2B | ||
| Q3 25 | $18.0B | $4.0B | ||
| Q2 25 | $16.9B | $3.8B | ||
| Q1 25 | $13.6B | $3.7B | ||
| Q4 24 | $12.8B | $3.6B | ||
| Q3 24 | $12.3B | $3.6B | ||
| Q2 24 | $11.8B | $3.4B |
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DASHSFM
| Q1 26 | $504.0M | — | ||
| Q4 25 | $421.0M | $138.5M | ||
| Q3 25 | $871.0M | $167.1M | ||
| Q2 25 | $504.0M | $111.2M | ||
| Q1 25 | $635.0M | $299.1M | ||
| Q4 24 | $518.0M | $124.9M | ||
| Q3 24 | $531.0M | $209.1M | ||
| Q2 24 | $530.0M | $91.6M |
自由现金流DASHSFM
| Q1 26 | $355.0M | — | ||
| Q4 25 | $367.0M | $66.3M | ||
| Q3 25 | $808.0M | $111.4M | ||
| Q2 25 | $438.0M | $50.4M | ||
| Q1 25 | $561.0M | $239.6M | ||
| Q4 24 | $486.0M | $56.2M | ||
| Q3 24 | $499.0M | $156.3M | ||
| Q2 24 | $507.0M | $33.9M |
自由现金流率DASHSFM
| Q1 26 | 8.8% | — | ||
| Q4 25 | 9.3% | 3.1% | ||
| Q3 25 | 23.4% | 5.1% | ||
| Q2 25 | 13.3% | 2.3% | ||
| Q1 25 | 18.5% | 10.7% | ||
| Q4 24 | 16.9% | 2.8% | ||
| Q3 24 | 18.4% | 8.0% | ||
| Q2 24 | 19.3% | 1.8% |
资本支出强度DASHSFM
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 3.4% | ||
| Q3 25 | 1.8% | 2.5% | ||
| Q2 25 | 2.0% | 2.7% | ||
| Q1 25 | 2.4% | 2.7% | ||
| Q4 24 | 1.1% | 3.4% | ||
| Q3 24 | 1.2% | 2.7% | ||
| Q2 24 | 0.9% | 3.0% |
现金转化率DASHSFM
| Q1 26 | 1.77× | — | ||
| Q4 25 | 1.98× | 1.54× | ||
| Q3 25 | 3.57× | 1.39× | ||
| Q2 25 | 1.77× | 0.83× | ||
| Q1 25 | 3.29× | 1.66× | ||
| Q4 24 | 3.67× | 1.57× | ||
| Q3 24 | 3.28× | 2.28× | ||
| Q2 24 | — | 0.96× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
