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Digimarc CORP（DMRC）与Falcon's Beyond Global, Inc.（FBYD）财务数据对比。点击上方公司名可切换其他公司
Digimarc CORP的季度营收约是Falcon's Beyond Global, Inc.的1.4倍（$8.9M vs $6.6M），Falcon's Beyond Global, Inc.净利率更高（-4.5% vs -47.2%，领先42.7%），Falcon's Beyond Global, Inc.同比增速更快（383.5% vs 2.9%），Digimarc CORP自由现金流更多（$895.0K vs $-4.3M），过去两年Falcon's Beyond Global, Inc.的营收复合增速更高（108.4% vs -5.3%）
迪吉马克公司是一家企业软件与服务提供商，其主打产品包含带数字标识符的软件，主要用于解决防伪问题、验证产品真伪、提升回收准确性以及实现供应链可追溯，产品可广泛应用于服装、快消品、美妆健康、汽车等多个行业领域。
500 Global成立于2010年，是一家专注早期投资的风投基金与种子创业加速器，创始人为戴夫·麦克卢尔与蔡金嫺。2011年，该机构先后分三批，共吸纳了67家初创企业入驻其位于加州山景城的孵化办公室。截至2024年3月，500 Global的资产管理规模达23亿美元。
DMRC vs FBYD — 直观对比
营收规模更大
DMRC
是对方的1.4倍
$6.6M
营收增速更快
FBYD
高出380.6%
2.9%
净利率更高
FBYD
高出42.7%
-47.2%
自由现金流更多
DMRC
多$5.2M
$-4.3M
两年增速更快
FBYD
近两年复合增速
-5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $8.9M | $6.6M |
| 净利润 | $-4.2M | $-296.0K |
| 毛利率 | 63.5% | — |
| 营业利润率 | -48.2% | -30.9% |
| 净利率 | -47.2% | -4.5% |
| 营收同比 | 2.9% | 383.5% |
| 净利润同比 | 51.4% | 97.5% |
| 每股收益（稀释后） | $-0.18 | $-0.01 |
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DMRCFBYD
| Q4 25 | $8.9M | $6.6M | ||
| Q3 25 | $7.6M | $4.1M | ||
| Q2 25 | $8.0M | $2.5M | ||
| Q1 25 | $9.4M | $1.7M | ||
| Q4 24 | $8.7M | $1.4M | ||
| Q3 24 | $9.4M | $2.1M | ||
| Q2 24 | $10.4M | $1.8M | ||
| Q1 24 | $9.9M | $1.5M |
净利润DMRCFBYD
| Q4 25 | $-4.2M | $-296.0K | ||
| Q3 25 | $-8.2M | $-10.4M | ||
| Q2 25 | $-8.2M | $25.1M | ||
| Q1 25 | $-11.7M | $-8.1M | ||
| Q4 24 | $-8.6M | $-11.9M | ||
| Q3 24 | $-10.8M | $39.3M | ||
| Q2 24 | $-9.3M | $8.0M | ||
| Q1 24 | $-10.3M | $114.0M |
毛利率DMRCFBYD
| Q4 25 | 63.5% | — | ||
| Q3 25 | 58.3% | — | ||
| Q2 25 | 58.8% | — | ||
| Q1 25 | 65.0% | — | ||
| Q4 24 | 60.8% | — | ||
| Q3 24 | 62.4% | — | ||
| Q2 24 | 66.1% | — | ||
| Q1 24 | 62.5% | — |
营业利润率DMRCFBYD
| Q4 25 | -48.2% | -30.9% | ||
| Q3 25 | -109.7% | -90.9% | ||
| Q2 25 | -105.2% | -53.0% | ||
| Q1 25 | -128.9% | -371.1% | ||
| Q4 24 | -105.1% | -335.6% | ||
| Q3 24 | -120.4% | -118.9% | ||
| Q2 24 | -96.2% | -195.9% | ||
| Q1 24 | -109.2% | -350.5% |
净利率DMRCFBYD
| Q4 25 | -47.2% | -4.5% | ||
| Q3 25 | -106.9% | -256.8% | ||
| Q2 25 | -102.6% | 985.2% | ||
| Q1 25 | -125.2% | -473.8% | ||
| Q4 24 | -99.9% | -871.7% | ||
| Q3 24 | -113.9% | 1899.5% | ||
| Q2 24 | -89.3% | 446.5% | ||
| Q1 24 | -104.0% | 7521.4% |
每股收益（稀释后）DMRCFBYD
| Q4 25 | $-0.18 | $-0.01 | ||
| Q3 25 | $-0.38 | $-0.13 | ||
| Q2 25 | $-0.38 | $0.30 | ||
| Q1 25 | $-0.55 | $-0.13 | ||
| Q4 24 | $-0.40 | $-0.25 | ||
| Q3 24 | $-0.50 | $0.39 | ||
| Q2 24 | $-0.43 | $0.00 | ||
| Q1 24 | $-0.50 | $1.27 |
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 | $12.9M | $1.9M |
| 总债务越低越好 | — | $15.6M |
| 股东权益账面价值 | $40.2M | $11.9M |
| 总资产 | $53.0M | $66.7M |
| 负债/权益比越低杠杆越低 | — | 1.31× |
8季度趋势，按日历期对齐
现金及短期投资DMRCFBYD
| Q4 25 | $12.9M | $1.9M | ||
| Q3 25 | $12.6M | $4.3M | ||
| Q2 25 | $16.1M | $26.1M | ||
| Q1 25 | $21.6M | $1.1M | ||
| Q4 24 | $28.7M | $825.0K | ||
| Q3 24 | $33.7M | $828.0K | ||
| Q2 24 | $41.5M | $1.7M | ||
| Q1 24 | $48.9M | $1.1M |
总债务DMRCFBYD
| Q4 25 | — | $15.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $41.2M | ||
| Q3 24 | — | $10.3M | ||
| Q2 24 | — | $15.7M | ||
| Q1 24 | — | $15.1M |
股东权益DMRCFBYD
| Q4 25 | $40.2M | $11.9M | ||
| Q3 25 | $41.4M | $9.2M | ||
| Q2 25 | $46.5M | $414.0K | ||
| Q1 25 | $50.0M | $-11.6M | ||
| Q4 24 | $61.4M | $-9.0M | ||
| Q3 24 | $70.2M | $-1.4M | ||
| Q2 24 | $77.2M | $-44.7M | ||
| Q1 24 | $84.5M | $-61.7M |
总资产DMRCFBYD
| Q4 25 | $53.0M | $66.7M | ||
| Q3 25 | $55.4M | $66.8M | ||
| Q2 25 | $60.7M | $89.2M | ||
| Q1 25 | $66.5M | $56.7M | ||
| Q4 24 | $75.8M | $61.2M | ||
| Q3 24 | $85.0M | $66.5M | ||
| Q2 24 | $93.4M | $65.9M | ||
| Q1 24 | $99.7M | $67.8M |
负债/权益比DMRCFBYD
| Q4 25 | — | 1.31× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $991.0K | $-4.3M |
| 自由现金流经营现金流 - 资本支出 | $895.0K | $-4.3M |
| 自由现金流率自由现金流/营收 | 10.0% | -66.0% |
| 资本支出强度资本支出/营收 | 1.1% | 0.3% |
| 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 | $-12.3M | — |
8季度趋势，按日历期对齐
经营现金流DMRCFBYD
| Q4 25 | $991.0K | $-4.3M | ||
| Q3 25 | $-2.6M | $-13.3M | ||
| Q2 25 | $-4.7M | $-7.9M | ||
| Q1 25 | $-5.5M | $945.0K | ||
| Q4 24 | $-4.2M | $-3.8M | ||
| Q3 24 | $-7.1M | $-2.4M | ||
| Q2 24 | $-6.8M | $-2.6M | ||
| Q1 24 | $-8.4M | $-3.8M |
自由现金流DMRCFBYD
| Q4 25 | $895.0K | $-4.3M | ||
| Q3 25 | $-2.8M | $-13.4M | ||
| Q2 25 | $-4.9M | — | ||
| Q1 25 | $-5.5M | $853.0K | ||
| Q4 24 | $-4.2M | $-3.8M | ||
| Q3 24 | $-7.2M | $-2.4M | ||
| Q2 24 | $-6.9M | $-2.6M | ||
| Q1 24 | $-8.5M | $-3.8M |
自由现金流率DMRCFBYD
| Q4 25 | 10.0% | -66.0% | ||
| Q3 25 | -36.9% | -329.6% | ||
| Q2 25 | -61.0% | — | ||
| Q1 25 | -59.1% | 49.9% | ||
| Q4 24 | -49.1% | -278.7% | ||
| Q3 24 | -75.7% | -114.9% | ||
| Q2 24 | -66.1% | -145.6% | ||
| Q1 24 | -85.8% | -248.8% |
资本支出强度DMRCFBYD
| Q4 25 | 1.1% | 0.3% | ||
| Q3 25 | 2.9% | 1.0% | ||
| Q2 25 | 2.5% | 0.0% | ||
| Q1 25 | 0.6% | 5.4% | ||
| Q4 24 | 0.2% | 0.1% | ||
| Q3 24 | 0.7% | 0.2% | ||
| Q2 24 | 0.3% | 0.1% | ||
| Q1 24 | 1.1% | 0.3% |
现金转化率DMRCFBYD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -0.31× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -0.06× | ||
| Q2 24 | — | -0.33× | ||
| Q1 24 | — | -0.03× |
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
DMRC
| Subscription | $5.3M | 60% |
| The Government | $3.6M | 41% |
FBYD
暂无分部数据
