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DigitalBridge Group, Inc.（DBRG）与PagerDuty, Inc.（PD）财务数据对比。点击上方公司名可切换其他公司
PagerDuty, Inc.的季度营收约是DigitalBridge Group, Inc.的1.2倍（$124.5M vs $105.7M），PagerDuty, Inc.净利率更高（129.7% vs 61.5%，领先68.2%），PagerDuty, Inc.同比增速更快（4.7% vs 4.1%），DigitalBridge Group, Inc.自由现金流更多（$258.0M vs $24.1M），过去两年DigitalBridge Group, Inc.的营收复合增速更高（19.2% vs 5.9%）
DigitalBridge Group（DBRG）是全球领先的数字基础设施投资企业，核心业务覆盖通信基站、数据中心、光纤网络、小基站及边缘算力设施的投资、持有与运营。公司总部位于美国博卡拉顿，在洛杉矶、纽约、丹佛、伦敦、新加坡多地设有办公点，截至2025年6月，旗下管理资产规模达1060亿美元。
PagerDuty是一家美国云计算企业，主打面向IT运维部门的SaaS事件管理平台，可帮助企业实时响应运维异常、快速定位并处理故障，保障业务系统稳定运行，目前已成为全球IT运维领域广受认可的数字化解决方案服务商。
DBRG vs PD — 直观对比
营收规模更大
PD
是对方的1.2倍
$105.7M
营收增速更快
PD
高出0.6%
4.1%
净利率更高
PD
高出68.2%
61.5%
自由现金流更多
DBRG
多$233.9M
$24.1M
两年增速更快
DBRG
近两年复合增速
5.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $105.7M | $124.5M |
| 净利润 | $65.1M | $161.6M |
| 毛利率 | — | 85.3% |
| 营业利润率 | — | 6.5% |
| 净利率 | 61.5% | 129.7% |
| 营收同比 | 4.1% | 4.7% |
| 净利润同比 | — | 2827.7% |
| 每股收益（稀释后） | $0.28 | $1.69 |
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DBRGPD
| Q4 25 | $105.7M | $124.5M | ||
| Q3 25 | $93.3M | $123.4M | ||
| Q2 25 | $85.3M | $119.8M | ||
| Q1 25 | $90.1M | $121.4M | ||
| Q4 24 | $101.6M | $118.9M | ||
| Q3 24 | $76.6M | $115.9M | ||
| Q2 24 | $390.3M | $111.2M | ||
| Q1 24 | $74.4M | $111.1M |
净利润DBRGPD
| Q4 25 | $65.1M | $161.6M | ||
| Q3 25 | $31.4M | $9.6M | ||
| Q2 25 | $31.6M | $-7.2M | ||
| Q1 25 | $13.8M | $-8.8M | ||
| Q4 24 | — | $-5.9M | ||
| Q3 24 | $13.8M | $-10.9M | ||
| Q2 24 | $91.4M | $-17.1M | ||
| Q1 24 | $-29.6M | $-28.2M |
毛利率DBRGPD
| Q4 25 | — | 85.3% | ||
| Q3 25 | — | 84.6% | ||
| Q2 25 | — | 84.0% | ||
| Q1 25 | — | 83.6% | ||
| Q4 24 | — | 83.0% | ||
| Q3 24 | — | 82.7% | ||
| Q2 24 | — | 82.6% | ||
| Q1 24 | — | 81.7% |
营业利润率DBRGPD
| Q4 25 | — | 6.5% | ||
| Q3 25 | -13.9% | 2.9% | ||
| Q2 25 | -31.2% | -8.6% | ||
| Q1 25 | -11.5% | -9.6% | ||
| Q4 24 | 5.7% | -8.7% | ||
| Q3 24 | 62.4% | -13.8% | ||
| Q2 24 | 33.5% | -19.5% | ||
| Q1 24 | -20.7% | -30.1% |
净利率DBRGPD
| Q4 25 | 61.5% | 129.7% | ||
| Q3 25 | 33.7% | 7.8% | ||
| Q2 25 | 37.1% | -6.0% | ||
| Q1 25 | 15.3% | -7.2% | ||
| Q4 24 | — | -5.0% | ||
| Q3 24 | 18.0% | -9.4% | ||
| Q2 24 | 23.4% | -15.4% | ||
| Q1 24 | -39.8% | -25.3% |
每股收益（稀释后）DBRGPD
| Q4 25 | $0.28 | $1.69 | ||
| Q3 25 | $0.09 | $0.10 | ||
| Q2 25 | $0.10 | $-0.07 | ||
| Q1 25 | $-0.01 | $-0.12 | ||
| Q4 24 | — | $-0.07 | ||
| Q3 24 | $-0.01 | $-0.14 | ||
| Q2 24 | $0.44 | $-0.26 | ||
| Q1 24 | $-0.28 | $-0.34 |
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 | $382.5M | $547.8M |
| 总债务越低越好 | $298.8M | — |
| 股东权益账面价值 | $2.1B | $320.5M |
| 总资产 | $3.4B | $1.0B |
| 负债/权益比越低杠杆越低 | 0.14× | — |
8季度趋势，按日历期对齐
现金及短期投资DBRGPD
| Q4 25 | $382.5M | $547.8M | ||
| Q3 25 | $358.4M | $567.9M | ||
| Q2 25 | $340.7M | $597.1M | ||
| Q1 25 | $349.9M | $570.8M | ||
| Q4 24 | $302.2M | $542.2M | ||
| Q3 24 | $294.4M | $599.3M | ||
| Q2 24 | $261.2M | $592.8M | ||
| Q1 24 | $247.4M | $571.2M |
总债务DBRGPD
| Q4 25 | $298.8M | — | ||
| Q3 25 | $327.9M | — | ||
| Q2 25 | $298.0M | — | ||
| Q1 25 | $296.9M | $484.5M | ||
| Q4 24 | $296.4M | — | ||
| Q3 24 | $295.8M | — | ||
| Q2 24 | $295.3M | — | ||
| Q1 24 | $366.5M | $489.5M |
股东权益DBRGPD
| Q4 25 | $2.1B | $320.5M | ||
| Q3 25 | $2.1B | $180.7M | ||
| Q2 25 | $2.0B | $145.7M | ||
| Q1 25 | $2.0B | $129.8M | ||
| Q4 24 | $2.0B | $111.6M | ||
| Q3 24 | $2.0B | $164.7M | ||
| Q2 24 | $2.0B | $174.0M | ||
| Q1 24 | $1.8B | $171.6M |
总资产DBRGPD
| Q4 25 | $3.4B | $1.0B | ||
| Q3 25 | $3.5B | $891.5M | ||
| Q2 25 | $3.4B | $926.8M | ||
| Q1 25 | $3.4B | $927.3M | ||
| Q4 24 | $3.5B | $866.8M | ||
| Q3 24 | $3.5B | $916.0M | ||
| Q2 24 | $3.5B | $924.0M | ||
| Q1 24 | $3.5B | $925.3M |
负债/权益比DBRGPD
| Q4 25 | 0.14× | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.15× | — | ||
| Q1 25 | 0.15× | 3.73× | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.15× | — | ||
| Q1 24 | 0.20× | 2.85× |
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 | $259.3M | $24.8M |
| 自由现金流经营现金流 - 资本支出 | $258.0M | $24.1M |
| 自由现金流率自由现金流/营收 | 244.0% | 19.3% |
| 资本支出强度资本支出/营收 | 1.3% | 0.6% |
| 现金转化率经营现金流/净利润 | 3.99× | 0.15× |
| 过去12个月自由现金流最近4个季度 | $440.5M | $117.6M |
8季度趋势，按日历期对齐
经营现金流DBRGPD
| Q4 25 | $259.3M | $24.8M | ||
| Q3 25 | $56.5M | $34.0M | ||
| Q2 25 | $77.0M | $30.7M | ||
| Q1 25 | $50.3M | $31.4M | ||
| Q4 24 | $60.1M | $22.1M | ||
| Q3 24 | $35.9M | $35.8M | ||
| Q2 24 | $22.5M | $28.6M | ||
| Q1 24 | $-27.0M | $22.2M |
自由现金流DBRGPD
| Q4 25 | $258.0M | $24.1M | ||
| Q3 25 | $56.1M | $33.1M | ||
| Q2 25 | $76.4M | $30.2M | ||
| Q1 25 | $50.0M | $30.3M | ||
| Q4 24 | $56.5M | $21.5M | ||
| Q3 24 | — | $35.1M | ||
| Q2 24 | $22.3M | $28.2M | ||
| Q1 24 | $-30.1M | $21.2M |
自由现金流率DBRGPD
| Q4 25 | 244.0% | 19.3% | ||
| Q3 25 | 60.2% | 26.8% | ||
| Q2 25 | 89.5% | 25.2% | ||
| Q1 25 | 55.5% | 24.9% | ||
| Q4 24 | 55.7% | 18.1% | ||
| Q3 24 | — | 30.3% | ||
| Q2 24 | 5.7% | 25.4% | ||
| Q1 24 | -40.4% | 19.1% |
资本支出强度DBRGPD
| Q4 25 | 1.3% | 0.6% | ||
| Q3 25 | 0.4% | 0.7% | ||
| Q2 25 | 0.7% | 0.4% | ||
| Q1 25 | 0.3% | 0.9% | ||
| Q4 24 | 3.5% | 0.5% | ||
| Q3 24 | 0.0% | 0.5% | ||
| Q2 24 | 0.1% | 0.4% | ||
| Q1 24 | 4.1% | 0.9% |
现金转化率DBRGPD
| Q4 25 | 3.99× | 0.15× | ||
| Q3 25 | 1.80× | 3.55× | ||
| Q2 25 | 2.43× | — | ||
| Q1 25 | 3.65× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.61× | — | ||
| Q2 24 | 0.25× | — | ||
| Q1 24 | — | — |
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
DBRG
暂无分部数据
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
