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叮咚买菜（DDL）与1stdibs.com, Inc.（DIBS）财务数据对比。点击上方公司名可切换其他公司
叮咚买菜的季度营收约是1stdibs.com, Inc.的5.0倍（$115.3M vs $23.0M）。叮咚买菜净利率更高（5.8% vs -4.5%，领先10.3%）
叮咚买菜是中国领先的前置仓模式生鲜电商平台，主营新鲜蔬果、肉禽蛋奶、粮油米面、预制菜及日用百货等商品，依托高效供应链与分布式仓储为国内城市消费者提供最快30分钟配送到家的服务，主打高性价比与食材品质。
1stdibs.com, Inc.是一家美国电商企业，运营线上奢侈品交易平台，主营室内设计高端家具、艺术藏品、珠宝等高端商品。品牌最初创立于巴黎，现总部设于纽约，凭借推动古董行业迈入21世纪的创新举措获得业内认可。
DDL vs DIBS — 直观对比
营收规模更大
DDL
是对方的5.0倍
$23.0M
净利率更高
DDL
高出10.3%
-4.5%
损益表 — Q3 2022 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $115.3M | $23.0M |
| 净利润 | $6.7M | $-1.0M |
| 毛利率 | — | 73.5% |
| 营业利润率 | 5.3% | -10.1% |
| 净利率 | 5.8% | -4.5% |
| 营收同比 | — | 0.9% |
| 净利润同比 | — | 80.0% |
| 每股收益（稀释后） | $-0.02 | $-0.02 |
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DDLDIBS
| Q4 25 | — | $23.0M | ||
| Q3 25 | — | $22.0M | ||
| Q2 25 | — | $22.1M | ||
| Q1 25 | — | $22.5M | ||
| Q4 24 | — | $22.8M | ||
| Q3 24 | — | $21.2M | ||
| Q2 24 | — | $22.2M | ||
| Q1 24 | — | $22.1M |
净利润DDLDIBS
| Q4 25 | — | $-1.0M | ||
| Q3 25 | — | $-3.5M | ||
| Q2 25 | — | $-4.3M | ||
| Q1 25 | — | $-4.8M | ||
| Q4 24 | — | $-5.2M | ||
| Q3 24 | — | $-5.7M | ||
| Q2 24 | — | $-4.4M | ||
| Q1 24 | — | $-3.3M |
毛利率DDLDIBS
| Q4 25 | — | 73.5% | ||
| Q3 25 | — | 74.3% | ||
| Q2 25 | — | 71.8% | ||
| Q1 25 | — | 72.4% | ||
| Q4 24 | — | 72.3% | ||
| Q3 24 | — | 71.0% | ||
| Q2 24 | — | 71.7% | ||
| Q1 24 | — | 72.5% |
营业利润率DDLDIBS
| Q4 25 | — | -10.1% | ||
| Q3 25 | — | -21.3% | ||
| Q2 25 | — | -25.8% | ||
| Q1 25 | — | -27.7% | ||
| Q4 24 | — | -30.6% | ||
| Q3 24 | — | -34.9% | ||
| Q2 24 | — | -29.2% | ||
| Q1 24 | — | -24.3% |
净利率DDLDIBS
| Q4 25 | — | -4.5% | ||
| Q3 25 | — | -16.0% | ||
| Q2 25 | — | -19.5% | ||
| Q1 25 | — | -21.3% | ||
| Q4 24 | — | -22.9% | ||
| Q3 24 | — | -26.8% | ||
| Q2 24 | — | -20.0% | ||
| Q1 24 | — | -15.0% |
每股收益（稀释后）DDLDIBS
| Q4 25 | — | $-0.02 | ||
| Q3 25 | — | $-0.10 | ||
| Q2 25 | — | $-0.12 | ||
| Q1 25 | — | $-0.14 | ||
| Q4 24 | — | $-0.14 | ||
| Q3 24 | — | $-0.15 | ||
| Q2 24 | — | $-0.12 | ||
| Q1 24 | — | $-0.08 |
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 | $113.7M | $22.9M |
| 总债务越低越好 | $135.8K | — |
| 股东权益账面价值 | $4.5M | $93.6M |
| 总资产 | $178.3M | $132.1M |
| 负债/权益比越低杠杆越低 | 0.03× | — |
8季度趋势，按日历期对齐
现金及短期投资DDLDIBS
| Q4 25 | — | $22.9M | ||
| Q3 25 | — | $19.9M | ||
| Q2 25 | — | $22.4M | ||
| Q1 25 | — | $20.3M | ||
| Q4 24 | — | $26.0M | ||
| Q3 24 | — | $22.0M | ||
| Q2 24 | — | $23.8M | ||
| Q1 24 | — | $33.7M |
股东权益DDLDIBS
| Q4 25 | — | $93.6M | ||
| Q3 25 | — | $94.0M | ||
| Q2 25 | — | $94.9M | ||
| Q1 25 | — | $96.2M | ||
| Q4 24 | — | $99.3M | ||
| Q3 24 | — | $107.2M | ||
| Q2 24 | — | $110.4M | ||
| Q1 24 | — | $131.0M |
总资产DDLDIBS
| Q4 25 | — | $132.1M | ||
| Q3 25 | — | $135.2M | ||
| Q2 25 | — | $138.6M | ||
| Q1 25 | — | $142.5M | ||
| Q4 24 | — | $145.8M | ||
| Q3 24 | — | $154.4M | ||
| Q2 24 | — | $157.6M | ||
| Q1 24 | — | $179.5M |
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 | — | $4.3M |
| 自由现金流经营现金流 - 资本支出 | — | $3.6M |
| 自由现金流率自由现金流/营收 | — | 15.7% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-3.2M |
8季度趋势，按日历期对齐
经营现金流DDLDIBS
| Q4 25 | — | $4.3M | ||
| Q3 25 | — | $-1.5M | ||
| Q2 25 | — | $-5.1M | ||
| Q1 25 | — | $-96.0K | ||
| Q4 24 | — | $2.8M | ||
| Q3 24 | — | $-3.0K | ||
| Q2 24 | — | $-2.6M | ||
| Q1 24 | — | $-3.1M |
自由现金流DDLDIBS
| Q4 25 | — | $3.6M | ||
| Q3 25 | — | $-1.5M | ||
| Q2 25 | — | $-5.2M | ||
| Q1 25 | — | $-143.0K | ||
| Q4 24 | — | $1.5M | ||
| Q3 24 | — | $-44.0K | ||
| Q2 24 | — | $-3.0M | ||
| Q1 24 | — | $-3.3M |
自由现金流率DDLDIBS
| Q4 25 | — | 15.7% | ||
| Q3 25 | — | -6.8% | ||
| Q2 25 | — | -23.4% | ||
| Q1 25 | — | -0.6% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | -0.2% | ||
| Q2 24 | — | -13.5% | ||
| Q1 24 | — | -14.8% |
资本支出强度DDLDIBS
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 5.8% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | 0.9% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
