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Digimarc CORP（DMRC）与Zedge, Inc.（ZDGE）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Zedge, Inc.的1.2倍（$8.9M vs $7.6M），Zedge, Inc.净利率更高（10.4% vs -47.2%，领先57.6%），Zedge, Inc.同比增速更快（5.8% vs 2.9%），Digimarc CORP自由现金流更多（$895.0K vs $808.0K），过去两年Zedge, Inc.的营收复合增速更高（-1.0% 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。
Zedge是一个内容分发平台，为用户提供移动设备个性化内容服务，帮助用户打造专属的手机使用体验，目前在特隆赫姆、维尔纽斯和纽约均设有办公地点。
DMRC vs ZDGE — 直观对比
营收规模更大
DMRC
是对方的1.2倍
$7.6M
营收增速更快
ZDGE
高出2.9%
2.9%
净利率更高
ZDGE
高出57.6%
-47.2%
自由现金流更多
DMRC
多$87.0K
$808.0K
两年增速更快
ZDGE
近两年复合增速
-5.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $8.9M | $7.6M |
| 净利润 | $-4.2M | $788.0K |
| 毛利率 | 63.5% | — |
| 营业利润率 | -48.2% | 12.0% |
| 净利率 | -47.2% | 10.4% |
| 营收同比 | 2.9% | 5.8% |
| 净利润同比 | 51.4% | 332.4% |
| 每股收益（稀释后） | $-0.18 | $0.06 |
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DMRCZDGE
| Q4 25 | $8.9M | $7.6M | ||
| Q3 25 | $7.6M | $7.5M | ||
| Q2 25 | $8.0M | $7.8M | ||
| Q1 25 | $9.4M | $7.0M | ||
| Q4 24 | $8.7M | $7.2M | ||
| Q3 24 | $9.4M | $7.6M | ||
| Q2 24 | $10.4M | $7.7M | ||
| Q1 24 | $9.9M | $7.8M |
净利润DMRCZDGE
| Q4 25 | $-4.2M | $788.0K | ||
| Q3 25 | $-8.2M | $-559.0K | ||
| Q2 25 | $-8.2M | $185.0K | ||
| Q1 25 | $-11.7M | $-1.7M | ||
| Q4 24 | $-8.6M | $-339.0K | ||
| Q3 24 | $-10.8M | $-39.0K | ||
| Q2 24 | $-9.3M | $113.0K | ||
| Q1 24 | $-10.3M | $-9.2M |
毛利率DMRCZDGE
| 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DMRCZDGE
| Q4 25 | -48.2% | 12.0% | ||
| Q3 25 | -109.7% | -9.6% | ||
| Q2 25 | -105.2% | 2.1% | ||
| Q1 25 | -128.9% | -31.8% | ||
| Q4 24 | -105.1% | -6.4% | ||
| Q3 24 | -120.4% | -0.8% | ||
| Q2 24 | -96.2% | -1.7% | ||
| Q1 24 | -109.2% | -153.5% |
净利率DMRCZDGE
| Q4 25 | -47.2% | 10.4% | ||
| Q3 25 | -106.9% | -7.5% | ||
| Q2 25 | -102.6% | 2.4% | ||
| Q1 25 | -125.2% | -24.1% | ||
| Q4 24 | -99.9% | -4.7% | ||
| Q3 24 | -113.9% | -0.5% | ||
| Q2 24 | -89.3% | 1.5% | ||
| Q1 24 | -104.0% | -118.8% |
每股收益（稀释后）DMRCZDGE
| Q4 25 | $-0.18 | $0.06 | ||
| Q3 25 | $-0.38 | $-0.04 | ||
| Q2 25 | $-0.38 | $0.01 | ||
| Q1 25 | $-0.55 | $-0.12 | ||
| Q4 24 | $-0.40 | $-0.02 | ||
| Q3 24 | $-0.50 | $0.00 | ||
| Q2 24 | $-0.43 | $0.01 | ||
| Q1 24 | $-0.50 | $-0.66 |
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 | $18.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $40.2M | $25.9M |
| 总资产 | $53.0M | $36.0M |
| 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DMRCZDGE
| Q4 25 | $12.9M | $18.5M | ||
| Q3 25 | $12.6M | $18.6M | ||
| Q2 25 | $16.1M | $20.4M | ||
| Q1 25 | $21.6M | $20.1M | ||
| Q4 24 | $28.7M | $20.2M | ||
| Q3 24 | $33.7M | $20.0M | ||
| Q2 24 | $41.5M | $19.9M | ||
| Q1 24 | $48.9M | $18.1M |
股东权益DMRCZDGE
| Q4 25 | $40.2M | $25.9M | ||
| Q3 25 | $41.4M | $25.9M | ||
| Q2 25 | $46.5M | $28.6M | ||
| Q1 25 | $50.0M | $28.2M | ||
| Q4 24 | $61.4M | $30.1M | ||
| Q3 24 | $70.2M | $30.9M | ||
| Q2 24 | $77.2M | $30.9M | ||
| Q1 24 | $84.5M | $30.7M |
总资产DMRCZDGE
| Q4 25 | $53.0M | $36.0M | ||
| Q3 25 | $55.4M | $35.7M | ||
| Q2 25 | $60.7M | $37.8M | ||
| Q1 25 | $66.5M | $37.1M | ||
| Q4 24 | $75.8M | $38.2M | ||
| Q3 24 | $85.0M | $38.2M | ||
| Q2 24 | $93.4M | $38.1M | ||
| Q1 24 | $99.7M | $37.1M |
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 | $825.0K |
| 自由现金流经营现金流 - 资本支出 | $895.0K | $808.0K |
| 自由现金流率自由现金流/营收 | 10.0% | 10.6% |
| 资本支出强度资本支出/营收 | 1.1% | 0.2% |
| 现金转化率经营现金流/净利润 | — | 1.05× |
| 过去12个月自由现金流最近4个季度 | $-12.3M | $3.0M |
8季度趋势，按日历期对齐
经营现金流DMRCZDGE
| Q4 25 | $991.0K | $825.0K | ||
| Q3 25 | $-2.6M | $674.0K | ||
| Q2 25 | $-4.7M | $870.0K | ||
| Q1 25 | $-5.5M | $708.0K | ||
| Q4 24 | $-4.2M | $1.2M | ||
| Q3 24 | $-7.1M | $695.0K | ||
| Q2 24 | $-6.8M | $2.3M | ||
| Q1 24 | $-8.4M | $1.6M |
自由现金流DMRCZDGE
| Q4 25 | $895.0K | $808.0K | ||
| Q3 25 | $-2.8M | $640.0K | ||
| Q2 25 | $-4.9M | $851.0K | ||
| Q1 25 | $-5.5M | $689.0K | ||
| Q4 24 | $-4.2M | $1.2M | ||
| Q3 24 | $-7.2M | $683.0K | ||
| Q2 24 | $-6.9M | $2.3M | ||
| Q1 24 | $-8.5M | $1.6M |
自由现金流率DMRCZDGE
| Q4 25 | 10.0% | 10.6% | ||
| Q3 25 | -36.9% | 8.6% | ||
| Q2 25 | -61.0% | 11.0% | ||
| Q1 25 | -59.1% | 9.9% | ||
| Q4 24 | -49.1% | 16.1% | ||
| Q3 24 | -75.7% | 9.0% | ||
| Q2 24 | -66.1% | 30.4% | ||
| Q1 24 | -85.8% | 20.0% |
资本支出强度DMRCZDGE
| Q4 25 | 1.1% | 0.2% | ||
| Q3 25 | 2.9% | 0.5% | ||
| Q2 25 | 2.5% | 0.2% | ||
| Q1 25 | 0.6% | 0.3% | ||
| Q4 24 | 0.2% | 0.2% | ||
| Q3 24 | 0.7% | 0.2% | ||
| Q2 24 | 0.3% | 0.2% | ||
| Q1 24 | 1.1% | 0.0% |
现金转化率DMRCZDGE
| Q4 25 | — | 1.05× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 4.70× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 20.73× | ||
| Q1 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% |
ZDGE
| Zedge Marketplace | $7.1M | 94% |
| Other | $468.0K | 6% |
