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Digimarc CORP（DMRC）与MAYS J W INC（MAYS）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MAYS J W INC的1.7倍（$8.9M vs $5.2M），MAYS J W INC净利率更高（-9.8% vs -47.2%，领先37.5%），Digimarc CORP同比增速更快（2.9% vs -7.7%），Digimarc CORP自由现金流更多（$895.0K vs $-1.7M），过去两年MAYS J W INC的营收复合增速更高（-1.4% 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。
J.W. Mays Inc.是一家总部位于美国纽约布鲁克林的房地产企业。1927年至1988年期间，该公司曾在纽约市周边区域运营名为Mays的折扣百货连锁，门店覆盖纽约市五个行政区中的三个，以及长岛和帕特南县，1970年代初业务巅峰时期，9家门店共拥有5000名员工。
DMRC vs MAYS — 直观对比
营收规模更大
DMRC
是对方的1.7倍
$5.2M
营收增速更快
DMRC
高出10.5%
-7.7%
净利率更高
MAYS
高出37.5%
-47.2%
自由现金流更多
DMRC
多$2.6M
$-1.7M
两年增速更快
MAYS
近两年复合增速
-5.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $8.9M | $5.2M |
| 净利润 | $-4.2M | $-509.0K |
| 毛利率 | 63.5% | — |
| 营业利润率 | -48.2% | -13.7% |
| 净利率 | -47.2% | -9.8% |
| 营收同比 | 2.9% | -7.7% |
| 净利润同比 | 51.4% | -222.8% |
| 每股收益（稀释后） | $-0.18 | $-0.25 |
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DMRCMAYS
| Q1 26 | — | $5.2M | ||
| Q4 25 | $8.9M | $5.3M | ||
| Q3 25 | $7.6M | $5.7M | ||
| Q2 25 | $8.0M | $5.6M | ||
| Q1 25 | $9.4M | $5.6M | ||
| Q4 24 | $8.7M | $5.5M | ||
| Q3 24 | $9.4M | $5.5M | ||
| Q2 24 | $10.4M | $5.4M |
净利润DMRCMAYS
| Q1 26 | — | $-509.0K | ||
| Q4 25 | $-4.2M | $-334.0K | ||
| Q3 25 | $-8.2M | $-92.0K | ||
| Q2 25 | $-8.2M | $86.8K | ||
| Q1 25 | $-11.7M | $-157.7K | ||
| Q4 24 | $-8.6M | $26.7K | ||
| Q3 24 | $-10.8M | $-31.1K | ||
| Q2 24 | $-9.3M | $-84.9K |
毛利率DMRCMAYS
| Q1 26 | — | — | ||
| 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% | — |
营业利润率DMRCMAYS
| Q1 26 | — | -13.7% | ||
| Q4 25 | -48.2% | -9.3% | ||
| Q3 25 | -109.7% | -2.4% | ||
| Q2 25 | -105.2% | 2.0% | ||
| Q1 25 | -128.9% | -3.2% | ||
| Q4 24 | -105.1% | 0.9% | ||
| Q3 24 | -120.4% | -1.5% | ||
| Q2 24 | -96.2% | -2.9% |
净利率DMRCMAYS
| Q1 26 | — | -9.8% | ||
| Q4 25 | -47.2% | -6.4% | ||
| Q3 25 | -106.9% | -1.6% | ||
| Q2 25 | -102.6% | 1.5% | ||
| Q1 25 | -125.2% | -2.8% | ||
| Q4 24 | -99.9% | 0.5% | ||
| Q3 24 | -113.9% | -0.6% | ||
| Q2 24 | -89.3% | -1.6% |
每股收益（稀释后）DMRCMAYS
| Q1 26 | — | $-0.25 | ||
| Q4 25 | $-0.18 | $-0.17 | ||
| Q3 25 | $-0.38 | $-0.04 | ||
| Q2 25 | $-0.38 | $0.04 | ||
| Q1 25 | $-0.55 | $-0.08 | ||
| Q4 24 | $-0.40 | $0.01 | ||
| Q3 24 | $-0.50 | $-0.02 | ||
| Q2 24 | $-0.43 | $-0.04 |
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 | $434.4K |
| 总债务越低越好 | — | $3.2M |
| 股东权益账面价值 | $40.2M | $51.9M |
| 总资产 | $53.0M | $88.4M |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资DMRCMAYS
| Q1 26 | — | $434.4K | ||
| Q4 25 | $12.9M | $2.2M | ||
| Q3 25 | $12.6M | $748.6K | ||
| Q2 25 | $16.1M | $2.3M | ||
| Q1 25 | $21.6M | $1.5M | ||
| Q4 24 | $28.7M | $2.3M | ||
| Q3 24 | $33.7M | $1.2M | ||
| Q2 24 | $41.5M | $1.2M |
总债务DMRCMAYS
| Q1 26 | — | $3.2M | ||
| Q4 25 | — | $3.2M | ||
| Q3 25 | — | $3.2M | ||
| Q2 25 | — | $3.3M | ||
| Q1 25 | — | $3.3M | ||
| Q4 24 | — | $3.5M | ||
| Q3 24 | — | $3.9M | ||
| Q2 24 | — | — |
股东权益DMRCMAYS
| Q1 26 | — | $51.9M | ||
| Q4 25 | $40.2M | $52.4M | ||
| Q3 25 | $41.4M | $52.8M | ||
| Q2 25 | $46.5M | $52.9M | ||
| Q1 25 | $50.0M | $52.8M | ||
| Q4 24 | $61.4M | $52.9M | ||
| Q3 24 | $70.2M | $52.9M | ||
| Q2 24 | $77.2M | $52.9M |
总资产DMRCMAYS
| Q1 26 | — | $88.4M | ||
| Q4 25 | $53.0M | $88.7M | ||
| Q3 25 | $55.4M | $88.0M | ||
| Q2 25 | $60.7M | $87.9M | ||
| Q1 25 | $66.5M | $88.3M | ||
| Q4 24 | $75.8M | $88.5M | ||
| Q3 24 | $85.0M | $89.5M | ||
| Q2 24 | $93.4M | $90.4M |
负债/权益比DMRCMAYS
| Q1 26 | — | 0.06× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.06× | ||
| Q2 25 | — | 0.06× | ||
| Q1 25 | — | 0.06× | ||
| Q4 24 | — | 0.07× | ||
| Q3 24 | — | 0.07× | ||
| Q2 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 | $-730.1K |
| 自由现金流经营现金流 - 资本支出 | $895.0K | $-1.7M |
| 自由现金流率自由现金流/营收 | 10.0% | -32.9% |
| 资本支出强度资本支出/营收 | 1.1% | 18.9% |
| 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 | $-12.3M | $794.1K |
8季度趋势，按日历期对齐
经营现金流DMRCMAYS
| Q1 26 | — | $-730.1K | ||
| Q4 25 | $991.0K | $1.9M | ||
| Q3 25 | $-2.6M | $2.5M | ||
| Q2 25 | $-4.7M | $1.9M | ||
| Q1 25 | $-5.5M | $-383.4K | ||
| Q4 24 | $-4.2M | $1.8M | ||
| Q3 24 | $-7.1M | $1.4M | ||
| Q2 24 | $-6.8M | $2.0M |
自由现金流DMRCMAYS
| Q1 26 | — | $-1.7M | ||
| Q4 25 | $895.0K | $1.5M | ||
| Q3 25 | $-2.8M | $128.3K | ||
| Q2 25 | $-4.9M | $868.4K | ||
| Q1 25 | $-5.5M | $-586.2K | ||
| Q4 24 | $-4.2M | $1.3M | ||
| Q3 24 | $-7.2M | $-1.0M | ||
| Q2 24 | $-6.9M | $789.9K |
自由现金流率DMRCMAYS
| Q1 26 | — | -32.9% | ||
| Q4 25 | 10.0% | 28.8% | ||
| Q3 25 | -36.9% | 2.3% | ||
| Q2 25 | -61.0% | 15.4% | ||
| Q1 25 | -59.1% | -10.4% | ||
| Q4 24 | -49.1% | 24.2% | ||
| Q3 24 | -75.7% | -19.1% | ||
| Q2 24 | -66.1% | 14.7% |
资本支出强度DMRCMAYS
| Q1 26 | — | 18.9% | ||
| Q4 25 | 1.1% | 7.8% | ||
| Q3 25 | 2.9% | 42.3% | ||
| Q2 25 | 2.5% | 18.8% | ||
| Q1 25 | 0.6% | 3.6% | ||
| Q4 24 | 0.2% | 8.3% | ||
| Q3 24 | 0.7% | 45.2% | ||
| Q2 24 | 0.3% | 21.9% |
现金转化率DMRCMAYS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 22.22× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 67.62× | ||
| Q3 24 | — | — | ||
| Q2 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
DMRC
| Subscription | $5.3M | 60% |
| The Government | $3.6M | 41% |
MAYS
暂无分部数据
