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DeFi Development Corp.（DFDV）与SoFi Technologies, Inc.（SOFI）财务数据对比。点击上方公司名可切换其他公司
SoFi Technologies, Inc.的季度营收约是DeFi Development Corp.的221.6倍（$1.0B vs $4.6M），DeFi Development Corp.净利率更高（1211.4% vs 16.9%，领先1194.4%），DeFi Development Corp.同比增速更快（647.2% vs 39.6%），过去两年DeFi Development Corp.的营收复合增速更高（181.5% vs 26.1%）
ADD汽车设计开发曾是一家英国企业，因打造外观极具未来感的Nova组装套件车为人熟知。该公司1971年至1973年总部位于南安普敦，后迁至兰开夏郡阿克灵顿运营至1975年。公司停业后，Nova车型相关产权在1978年被西约克郡的Nova Cars收购，后续还曾有小批量生产。
SoFi Technologies是美国金融科技企业，2011年由斯坦福大学学生创立，持有全国性特许牌照运营线上银行，同时为其他金融机构提供技术解决方案，是美国规模最大的线上贷款机构，截至2025年累计服务客户达1370万。
DFDV vs SOFI — 直观对比
营收规模更大
SOFI
是对方的221.6倍
$4.6M
营收增速更快
DFDV
高出607.5%
39.6%
净利率更高
DFDV
高出1194.4%
16.9%
两年增速更快
DFDV
近两年复合增速
26.1%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.6M | $1.0B |
| 净利润 | $56.0M | $173.5M |
| 毛利率 | 98.1% | 84.2% |
| 营业利润率 | — | 18.1% |
| 净利率 | 1211.4% | 16.9% |
| 营收同比 | 647.2% | 39.6% |
| 净利润同比 | 11995.1% | -47.8% |
| 每股收益（稀释后） | $1.95 | $0.14 |
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DFDVSOFI
| Q4 25 | — | $1.0B | ||
| Q3 25 | $4.6M | $961.6M | ||
| Q2 25 | $2.0M | $854.9M | ||
| Q1 25 | $287.2K | $771.8M | ||
| Q4 24 | $628.9K | $734.1M | ||
| Q3 24 | $619.0K | $697.1M | ||
| Q2 24 | $441.0K | $598.6M | ||
| Q1 24 | $411.1K | $645.0M |
净利润DFDVSOFI
| Q4 25 | — | $173.5M | ||
| Q3 25 | $56.0M | $139.4M | ||
| Q2 25 | $15.4M | $97.3M | ||
| Q1 25 | $-778.0K | $71.1M | ||
| Q4 24 | $-487.0K | $332.5M | ||
| Q3 24 | $-471.0K | $60.7M | ||
| Q2 24 | $-805.0K | $17.4M | ||
| Q1 24 | $-964.0K | $88.0M |
毛利率DFDVSOFI
| Q4 25 | — | 84.2% | ||
| Q3 25 | 98.1% | 83.2% | ||
| Q2 25 | 98.6% | 82.4% | ||
| Q1 25 | — | 82.4% | ||
| Q4 24 | 98.8% | 82.5% | ||
| Q3 24 | 98.7% | 82.3% | ||
| Q2 24 | 98.2% | 81.7% | ||
| Q1 24 | 97.9% | 84.5% |
营业利润率DFDVSOFI
| Q4 25 | — | 18.1% | ||
| Q3 25 | — | 15.4% | ||
| Q2 25 | — | 13.1% | ||
| Q1 25 | -307.5% | 10.3% | ||
| Q4 24 | -107.9% | 8.2% | ||
| Q3 24 | -73.3% | 9.2% | ||
| Q2 24 | -193.2% | 2.6% | ||
| Q1 24 | -247.7% | 14.6% |
净利率DFDVSOFI
| Q4 25 | — | 16.9% | ||
| Q3 25 | 1211.4% | 14.5% | ||
| Q2 25 | 777.0% | 11.4% | ||
| Q1 25 | -270.9% | 9.2% | ||
| Q4 24 | -77.4% | 45.3% | ||
| Q3 24 | -76.1% | 8.7% | ||
| Q2 24 | -182.5% | 2.9% | ||
| Q1 24 | -234.5% | 13.7% |
每股收益（稀释后）DFDVSOFI
| Q4 25 | — | $0.14 | ||
| Q3 25 | $1.95 | $0.11 | ||
| Q2 25 | $0.84 | $0.08 | ||
| Q1 25 | $-0.55 | $0.06 | ||
| Q4 24 | $0.55 | $0.31 | ||
| Q3 24 | $-0.05 | $0.05 | ||
| Q2 24 | $-0.08 | $0.01 | ||
| Q1 24 | $-0.70 | $0.02 |
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 | $1.4M | $4.9B |
| 总债务越低越好 | $131.4M | — |
| 股东权益账面价值 | $243.8M | $10.5B |
| 总资产 | $480.0M | $50.7B |
| 负债/权益比越低杠杆越低 | 0.54× | — |
8季度趋势，按日历期对齐
现金及短期投资DFDVSOFI
| Q4 25 | — | $4.9B | ||
| Q3 25 | $1.4M | $3.2B | ||
| Q2 25 | $595.0K | $2.1B | ||
| Q1 25 | $2.2M | $2.1B | ||
| Q4 24 | $2.8M | $2.5B | ||
| Q3 24 | $2.8M | $2.4B | ||
| Q2 24 | $3.2M | $2.3B | ||
| Q1 24 | $3.9M | $3.7B |
总债务DFDVSOFI
| Q4 25 | — | — | ||
| Q3 25 | $131.4M | — | ||
| Q2 25 | $21.2M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DFDVSOFI
| Q4 25 | — | $10.5B | ||
| Q3 25 | $243.8M | $8.8B | ||
| Q2 25 | $79.6M | $6.9B | ||
| Q1 25 | $2.8M | $6.7B | ||
| Q4 24 | $3.5M | $6.5B | ||
| Q3 24 | $4.0M | $6.1B | ||
| Q2 24 | $4.3M | $5.9B | ||
| Q1 24 | $5.0M | $5.8B |
总资产DFDVSOFI
| Q4 25 | — | $50.7B | ||
| Q3 25 | $480.0M | $45.3B | ||
| Q2 25 | $107.2M | $41.1B | ||
| Q1 25 | $4.2M | $37.7B | ||
| Q4 24 | $4.4M | $36.3B | ||
| Q3 24 | $4.5M | $34.4B | ||
| Q2 24 | $4.8M | $32.6B | ||
| Q1 24 | $5.5M | $31.3B |
负债/权益比DFDVSOFI
| Q4 25 | — | — | ||
| Q3 25 | 0.54× | — | ||
| Q2 25 | 0.27× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $-5.0M | $-3.7B |
| 自由现金流经营现金流 - 资本支出 | — | $-4.0B |
| 自由现金流率自由现金流/营收 | — | -388.8% |
| 资本支出强度资本支出/营收 | 0.0% | 23.7% |
| 现金转化率经营现金流/净利润 | -0.09× | -21.56× |
| 过去12个月自由现金流最近4个季度 | — | $-6.9B |
8季度趋势，按日历期对齐
经营现金流DFDVSOFI
| Q4 25 | — | $-3.7B | ||
| Q3 25 | $-5.0M | $-1.3B | ||
| Q2 25 | $-1.3M | $-1.5B | ||
| Q1 25 | $-785.6K | $21.5M | ||
| Q4 24 | $-2.4M | $-1.1B | ||
| Q3 24 | $-412.0K | $-1.2B | ||
| Q2 24 | $-680.8K | $-484.4M | ||
| Q1 24 | $-1.1M | $738.2M |
自由现金流DFDVSOFI
| Q4 25 | — | $-4.0B | ||
| Q3 25 | — | $-1.4B | ||
| Q2 25 | — | $-1.5B | ||
| Q1 25 | — | $-31.1M | ||
| Q4 24 | $-2.4M | $-1.3B | ||
| Q3 24 | — | $-1.2B | ||
| Q2 24 | $-687.4K | $-521.1M | ||
| Q1 24 | $-1.2M | $706.3M |
自由现金流率DFDVSOFI
| Q4 25 | — | -388.8% | ||
| Q3 25 | — | -142.0% | ||
| Q2 25 | — | -179.0% | ||
| Q1 25 | — | -4.0% | ||
| Q4 24 | -388.2% | -173.5% | ||
| Q3 24 | — | -174.6% | ||
| Q2 24 | -155.9% | -87.0% | ||
| Q1 24 | -280.3% | 109.5% |
资本支出强度DFDVSOFI
| Q4 25 | — | 23.7% | ||
| Q3 25 | 0.0% | 6.2% | ||
| Q2 25 | — | 7.4% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | 3.7% | 21.0% | ||
| Q3 24 | 0.0% | 6.2% | ||
| Q2 24 | 1.5% | 6.1% | ||
| Q1 24 | 1.6% | 5.0% |
现金转化率DFDVSOFI
| Q4 25 | — | -21.56× | ||
| Q3 25 | -0.09× | -9.37× | ||
| Q2 25 | -0.08× | -15.08× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | -3.37× | ||
| Q3 24 | — | -19.32× | ||
| Q2 24 | — | -27.83× | ||
| Q1 24 | — | 8.39× |
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
DFDV
| Digital Asset Treasury | $3.8M | 82% |
| Other | $831.0K | 18% |
SOFI
暂无分部数据
