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Digimarc CORP（DMRC）与Sachem Capital Corp.（SACH）财务数据对比。点击上方公司名可切换其他公司
Sachem Capital Corp.的季度营收约是Digimarc CORP的1.3倍（$12.0M vs $8.9M），Sachem Capital Corp.净利率更高（8.3% vs -47.2%，领先55.5%），Digimarc CORP同比增速更快（2.9% vs -18.8%），过去两年Digimarc CORP的营收复合增速更高（-5.3% vs -13.4%）
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。
Sachem Head Capital Management是一家总部位于美国纽约市的价值型投资管理公司，由斯科特·弗格森负责运营管理，专注于遵循价值投资理念开展投资管理业务。
DMRC vs SACH — 直观对比
营收规模更大
SACH
是对方的1.3倍
$8.9M
营收增速更快
DMRC
高出21.7%
-18.8%
净利率更高
SACH
高出55.5%
-47.2%
两年增速更快
DMRC
近两年复合增速
-13.4%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $8.9M | $12.0M |
| 净利润 | $-4.2M | $997.0K |
| 毛利率 | 63.5% | — |
| 营业利润率 | -48.2% | -3.1% |
| 净利率 | -47.2% | 8.3% |
| 营收同比 | 2.9% | -18.8% |
| 净利润同比 | 51.4% | 119.7% |
| 每股收益（稀释后） | $-0.18 | $0.00 |
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DMRCSACH
| Q4 25 | $8.9M | — | ||
| Q3 25 | $7.6M | $12.0M | ||
| Q2 25 | $8.0M | $10.8M | ||
| Q1 25 | $9.4M | $11.4M | ||
| Q4 24 | $8.7M | $10.8M | ||
| Q3 24 | $9.4M | $14.8M | ||
| Q2 24 | $10.4M | $15.1M | ||
| Q1 24 | $9.9M | $16.8M |
净利润DMRCSACH
| Q4 25 | $-4.2M | — | ||
| Q3 25 | $-8.2M | $997.0K | ||
| Q2 25 | $-8.2M | $1.9M | ||
| Q1 25 | $-11.7M | $904.0K | ||
| Q4 24 | $-8.6M | $-36.1M | ||
| Q3 24 | $-10.8M | $-5.1M | ||
| Q2 24 | $-9.3M | $-3.1M | ||
| Q1 24 | $-10.3M | $4.7M |
毛利率DMRCSACH
| 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DMRCSACH
| Q4 25 | -48.2% | — | ||
| Q3 25 | -109.7% | -3.1% | ||
| Q2 25 | -105.2% | 9.9% | ||
| Q1 25 | -128.9% | 9.0% | ||
| Q4 24 | -105.1% | -131.1% | ||
| Q3 24 | -120.4% | -32.6% | ||
| Q2 24 | -96.2% | -20.6% | ||
| Q1 24 | -109.2% | 25.4% |
净利率DMRCSACH
| Q4 25 | -47.2% | — | ||
| Q3 25 | -106.9% | 8.3% | ||
| Q2 25 | -102.6% | 17.5% | ||
| Q1 25 | -125.2% | 7.9% | ||
| Q4 24 | -99.9% | -335.6% | ||
| Q3 24 | -113.9% | -34.2% | ||
| Q2 24 | -89.3% | -20.2% | ||
| Q1 24 | -104.0% | 27.8% |
每股收益（稀释后）DMRCSACH
| Q4 25 | $-0.18 | — | ||
| Q3 25 | $-0.38 | $0.00 | ||
| Q2 25 | $-0.38 | $0.02 | ||
| Q1 25 | $-0.55 | $0.00 | ||
| Q4 24 | $-0.40 | $-0.79 | ||
| Q3 24 | $-0.50 | $-0.13 | ||
| Q2 24 | $-0.43 | $-0.09 | ||
| Q1 24 | $-0.50 | $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 | $12.9M | $12.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $40.2M | $175.6M |
| 总资产 | $53.0M | $484.4M |
| 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DMRCSACH
| Q4 25 | $12.9M | — | ||
| Q3 25 | $12.6M | $12.6M | ||
| Q2 25 | $16.1M | $23.5M | ||
| Q1 25 | $21.6M | $25.8M | ||
| Q4 24 | $28.7M | $19.6M | ||
| Q3 24 | $33.7M | $7.4M | ||
| Q2 24 | $41.5M | $12.4M | ||
| Q1 24 | $48.9M | $56.8M |
总债务DMRCSACH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $230.2M | ||
| Q4 24 | — | $230.2M | ||
| Q3 24 | — | $264.7M | ||
| Q2 24 | — | $264.7M | ||
| Q1 24 | — | $288.4M |
股东权益DMRCSACH
| Q4 25 | $40.2M | — | ||
| Q3 25 | $41.4M | $175.6M | ||
| Q2 25 | $46.5M | $177.9M | ||
| Q1 25 | $50.0M | $179.3M | ||
| Q4 24 | $61.4M | $181.7M | ||
| Q3 24 | $70.2M | $220.6M | ||
| Q2 24 | $77.2M | $230.2M | ||
| Q1 24 | $84.5M | $237.4M |
总资产DMRCSACH
| Q4 25 | $53.0M | — | ||
| Q3 25 | $55.4M | $484.4M | ||
| Q2 25 | $60.7M | $501.8M | ||
| Q1 25 | $66.5M | $491.4M | ||
| Q4 24 | $75.8M | $492.0M | ||
| Q3 24 | $85.0M | $555.5M | ||
| Q2 24 | $93.4M | $586.3M | ||
| Q1 24 | $99.7M | $626.5M |
负债/权益比DMRCSACH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.28× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | — | 1.20× | ||
| Q2 24 | — | 1.15× | ||
| Q1 24 | — | 1.21× |
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 | $4.9M |
| 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 | — | 4.95× |
| 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DMRCSACH
| Q4 25 | $991.0K | — | ||
| Q3 25 | $-2.6M | $4.9M | ||
| Q2 25 | $-4.7M | $501.0K | ||
| Q1 25 | $-5.5M | $191.0K | ||
| Q4 24 | $-4.2M | $12.9M | ||
| Q3 24 | $-7.1M | $2.3M | ||
| Q2 24 | $-6.8M | $7.0M | ||
| Q1 24 | $-8.4M | $4.2M |
自由现金流DMRCSACH
| 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DMRCSACH
| 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DMRCSACH
| 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% | — |
现金转化率DMRCSACH
| Q4 25 | — | — | ||
| Q3 25 | — | 4.95× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.90× |
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% |
SACH
暂无分部数据
