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Digimarc CORP（DMRC）与Laird Superfood, Inc.（LSF）财务数据对比。点击上方公司名可切换其他公司
Laird Superfood, Inc.的季度营收约是Digimarc CORP的1.5倍（$13.3M vs $8.9M），Laird Superfood, Inc.净利率更高（-13.2% vs -47.2%，领先34.1%），Laird Superfood, Inc.同比增速更快（15.0% vs 2.9%），过去两年Laird Superfood, Inc.的营收复合增速更高（16.1% 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。
Laird Superfood是一家主营植物基功能性超级食品的企业，产品涵盖精品咖啡奶精、补水混合饮品、营养补充剂、植物能量零食等，面向健康意识较强的消费群体，主要在北美市场通过电商及线下零售渠道销售，主打可持续采购的清洁配方。
DMRC vs LSF — 直观对比
营收规模更大
LSF
是对方的1.5倍
$8.9M
营收增速更快
LSF
高出12.1%
2.9%
净利率更高
LSF
高出34.1%
-47.2%
两年增速更快
LSF
近两年复合增速
-5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $8.9M | $13.3M |
| 净利润 | $-4.2M | $-1.8M |
| 毛利率 | 63.5% | 34.1% |
| 营业利润率 | -48.2% | -13.5% |
| 净利率 | -47.2% | -13.2% |
| 营收同比 | 2.9% | 15.0% |
| 净利润同比 | 51.4% | -341.4% |
| 每股收益（稀释后） | $-0.18 | — |
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DMRCLSF
| Q4 25 | $8.9M | $13.3M | ||
| Q3 25 | $7.6M | $12.9M | ||
| Q2 25 | $8.0M | $12.0M | ||
| Q1 25 | $9.4M | $11.7M | ||
| Q4 24 | $8.7M | $11.6M | ||
| Q3 24 | $9.4M | $11.8M | ||
| Q2 24 | $10.4M | $10.0M | ||
| Q1 24 | $9.9M | $9.9M |
净利润DMRCLSF
| Q4 25 | $-4.2M | $-1.8M | ||
| Q3 25 | $-8.2M | $-975.1K | ||
| Q2 25 | $-8.2M | $-362.2K | ||
| Q1 25 | $-11.7M | $-156.2K | ||
| Q4 24 | $-8.6M | $-398.4K | ||
| Q3 24 | $-10.8M | $-166.1K | ||
| Q2 24 | $-9.3M | $-239.1K | ||
| Q1 24 | $-10.3M | $-1.0M |
毛利率DMRCLSF
| Q4 25 | 63.5% | 34.1% | ||
| Q3 25 | 58.3% | 36.5% | ||
| Q2 25 | 58.8% | 39.9% | ||
| Q1 25 | 65.0% | 41.9% | ||
| Q4 24 | 60.8% | 38.6% | ||
| Q3 24 | 62.4% | 43.0% | ||
| Q2 24 | 66.1% | 41.8% | ||
| Q1 24 | 62.5% | 40.0% |
营业利润率DMRCLSF
| Q4 25 | -48.2% | -13.5% | ||
| Q3 25 | -109.7% | -7.7% | ||
| Q2 25 | -105.2% | -3.3% | ||
| Q1 25 | -128.9% | -1.9% | ||
| Q4 24 | -105.1% | -4.1% | ||
| Q3 24 | -120.4% | -2.3% | ||
| Q2 24 | -96.2% | -3.4% | ||
| Q1 24 | -109.2% | -11.0% |
净利率DMRCLSF
| Q4 25 | -47.2% | -13.2% | ||
| Q3 25 | -106.9% | -7.6% | ||
| Q2 25 | -102.6% | -3.0% | ||
| Q1 25 | -125.2% | -1.3% | ||
| Q4 24 | -99.9% | -3.4% | ||
| Q3 24 | -113.9% | -1.4% | ||
| Q2 24 | -89.3% | -2.4% | ||
| Q1 24 | -104.0% | -10.3% |
每股收益（稀释后）DMRCLSF
| Q4 25 | $-0.18 | — | ||
| Q3 25 | $-0.38 | — | ||
| Q2 25 | $-0.38 | — | ||
| Q1 25 | $-0.55 | — | ||
| Q4 24 | $-0.40 | — | ||
| Q3 24 | $-0.50 | — | ||
| Q2 24 | $-0.43 | — | ||
| Q1 24 | $-0.50 | — |
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 | $5.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $40.2M | $11.5M |
| 总资产 | $53.0M | $19.2M |
| 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DMRCLSF
| Q4 25 | $12.9M | $5.1M | ||
| Q3 25 | $12.6M | $5.1M | ||
| Q2 25 | $16.1M | $3.9M | ||
| Q1 25 | $21.6M | $7.0M | ||
| Q4 24 | $28.7M | $8.3M | ||
| Q3 24 | $33.7M | $7.9M | ||
| Q2 24 | $41.5M | $7.6M | ||
| Q1 24 | $48.9M | $7.1M |
股东权益DMRCLSF
| Q4 25 | $40.2M | $11.5M | ||
| Q3 25 | $41.4M | $12.8M | ||
| Q2 25 | $46.5M | $13.4M | ||
| Q1 25 | $50.0M | $13.3M | ||
| Q4 24 | $61.4M | $13.2M | ||
| Q3 24 | $70.2M | $13.1M | ||
| Q2 24 | $77.2M | $12.6M | ||
| Q1 24 | $84.5M | $12.7M |
总资产DMRCLSF
| Q4 25 | $53.0M | $19.2M | ||
| Q3 25 | $55.4M | $18.9M | ||
| Q2 25 | $60.7M | $20.4M | ||
| Q1 25 | $66.5M | $21.5M | ||
| Q4 24 | $75.8M | $19.3M | ||
| Q3 24 | $85.0M | $18.8M | ||
| Q2 24 | $93.4M | $18.0M | ||
| Q1 24 | $99.7M | $17.6M |
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 | $68.4K |
| 自由现金流经营现金流 - 资本支出 | $895.0K | — |
| 自由现金流率自由现金流/营收 | 10.0% | — |
| 资本支出强度资本支出/营收 | 1.1% | — |
| 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DMRCLSF
| Q4 25 | $991.0K | $68.4K | ||
| Q3 25 | $-2.6M | $1.2M | ||
| Q2 25 | $-4.7M | $-2.8M | ||
| Q1 25 | $-5.5M | $-1.3M | ||
| Q4 24 | $-4.2M | $339.2K | ||
| Q3 24 | $-7.1M | $305.8K | ||
| Q2 24 | $-6.8M | $642.7K | ||
| Q1 24 | $-8.4M | $-422.3K |
自由现金流DMRCLSF
| Q4 25 | $895.0K | — | ||
| Q3 25 | $-2.8M | — | ||
| Q2 25 | $-4.9M | — | ||
| Q1 25 | $-5.5M | — | ||
| Q4 24 | $-4.2M | — | ||
| Q3 24 | $-7.2M | — | ||
| Q2 24 | $-6.9M | — | ||
| Q1 24 | $-8.5M | — |
自由现金流率DMRCLSF
| Q4 25 | 10.0% | — | ||
| Q3 25 | -36.9% | — | ||
| Q2 25 | -61.0% | — | ||
| Q1 25 | -59.1% | — | ||
| Q4 24 | -49.1% | — | ||
| Q3 24 | -75.7% | — | ||
| Q2 24 | -66.1% | — | ||
| Q1 24 | -85.8% | — |
资本支出强度DMRCLSF
| Q4 25 | 1.1% | — | ||
| Q3 25 | 2.9% | — | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.3% | — | ||
| Q1 24 | 1.1% | — |
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% |
LSF
| Wholesale | $7.0M | 52% |
| Coffee Tea And Hot Chocolate Products | $4.4M | 33% |
| Hydration And Beverage Enhancing Supplements | $1.6M | 12% |
| Other | $352.6K | 3% |
