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DigitalOcean Holdings, Inc.（DOCN）与DoubleVerify Holdings, Inc.（DV）财务数据对比。点击上方公司名可切换其他公司
DigitalOcean Holdings, Inc.的季度营收约是DoubleVerify Holdings, Inc.的1.3倍（$242.4M vs $180.8M），DigitalOcean Holdings, Inc.净利率更高（10.6% vs 3.5%，领先7.0%），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 9.6%），DigitalOcean Holdings, Inc.自由现金流更多（$31.1M vs $-6.4M），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% vs 7.7%）
DigitalOcean Holdings, Inc.是美国跨国科技企业及云服务提供商，总部位于美国科罗拉多州布鲁姆菲尔德，在全球布局15个数据中心，面向开发者、初创企业及中小微企业提供稳定易用的云基础设施即服务平台，助力各类技术团队高效开展业务。
DoubleVerify Holdings是一家专注于媒体测量、分析及验证的技术服务商，核心业务为品牌安全、广告可见度、反广告欺诈等，帮助广告主、发布商及平台方优化数字广告投放效果，保障营销投入的ROI，业务覆盖全球多个市场。
DOCN vs DV — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $242.4M | $180.8M |
| 净利润 | $25.7M | $6.4M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 16.0% | 8.6% |
| 净利率 | 10.6% | 3.5% |
| 营收同比 | 18.3% | 9.6% |
| 净利润同比 | 40.5% | 171.5% |
| 每股收益（稀释后） | $0.23 | $0.04 |
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
| Q1 26 | — | $180.8M | ||
| Q4 25 | $242.4M | $205.6M | ||
| Q3 25 | $229.6M | $188.6M | ||
| Q2 25 | $218.7M | $189.0M | ||
| Q1 25 | $210.7M | $165.1M | ||
| Q4 24 | $204.9M | $190.6M | ||
| Q3 24 | $198.5M | $169.6M | ||
| Q2 24 | $192.5M | $155.9M |
| Q1 26 | — | $6.4M | ||
| Q4 25 | $25.7M | $29.3M | ||
| Q3 25 | $158.4M | $10.2M | ||
| Q2 25 | $37.0M | $8.8M | ||
| Q1 25 | $38.2M | $2.4M | ||
| Q4 24 | $18.3M | $23.4M | ||
| Q3 24 | $32.9M | $18.2M | ||
| Q2 24 | $19.1M | $7.5M |
| Q1 26 | — | — | ||
| Q4 25 | 58.7% | 82.5% | ||
| Q3 25 | 59.6% | 82.3% | ||
| Q2 25 | 59.9% | 82.5% | ||
| Q1 25 | 61.4% | 81.2% | ||
| Q4 24 | 57.1% | 82.0% | ||
| Q3 24 | 60.2% | 82.6% | ||
| Q2 24 | 61.0% | 83.3% |
| Q1 26 | — | 8.6% | ||
| Q4 25 | 16.0% | 18.4% | ||
| Q3 25 | 19.6% | 11.2% | ||
| Q2 25 | 16.3% | 7.2% | ||
| Q1 25 | 17.9% | 4.1% | ||
| Q4 24 | 15.9% | 20.3% | ||
| Q3 24 | 12.4% | 15.2% | ||
| Q2 24 | 11.6% | 7.1% |
| Q1 26 | — | 3.5% | ||
| Q4 25 | 10.6% | 14.3% | ||
| Q3 25 | 69.0% | 5.4% | ||
| Q2 25 | 16.9% | 4.6% | ||
| Q1 25 | 18.1% | 1.4% | ||
| Q4 24 | 8.9% | 12.3% | ||
| Q3 24 | 16.6% | 10.7% | ||
| Q2 24 | 9.9% | 4.8% |
| Q1 26 | — | $0.04 | ||
| Q4 25 | $0.23 | $0.18 | ||
| Q3 25 | $1.51 | $0.06 | ||
| Q2 25 | $0.39 | $0.05 | ||
| Q1 25 | $0.39 | $0.01 | ||
| Q4 24 | $0.21 | $0.14 | ||
| Q3 24 | $0.33 | $0.10 | ||
| Q2 24 | $0.20 | $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 | $254.5M | $173.8M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $-28.7M | $1.1B |
| 总资产 | $1.8B | $1.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $173.8M | ||
| Q4 25 | $254.5M | $259.0M | ||
| Q3 25 | $236.6M | $200.7M | ||
| Q2 25 | $387.7M | $216.8M | ||
| Q1 25 | $360.4M | $174.3M | ||
| Q4 24 | $428.4M | $310.6M | ||
| Q3 24 | $439.9M | $362.6M | ||
| Q2 24 | $443.1M | $338.8M |
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.1B | ||
| Q4 25 | $-28.7M | $1.1B | ||
| Q3 25 | $-69.6M | $1.1B | ||
| Q2 25 | $-175.2M | $1.1B | ||
| Q1 25 | $-210.7M | $1.0B | ||
| Q4 24 | $-203.0M | $1.1B | ||
| Q3 24 | $-211.7M | $1.1B | ||
| Q2 24 | $-253.8M | $1.1B |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $1.7B | $1.3B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.6B | $1.2B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.5B | $1.3B |
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 | $57.3M | $4.2M |
| 自由现金流经营现金流 - 资本支出 | $31.1M | $-6.4M |
| 自由现金流率自由现金流/营收 | 12.8% | -3.5% |
| 资本支出强度资本支出/营收 | 10.8% | — |
| 现金转化率经营现金流/净利润 | 2.23× | 0.65× |
| 过去12个月自由现金流最近4个季度 | $180.5M | $134.9M |
8季度趋势，按日历期对齐
| Q1 26 | — | $4.2M | ||
| Q4 25 | $57.3M | $72.7M | ||
| Q3 25 | $95.8M | $51.2M | ||
| Q2 25 | $92.4M | $49.6M | ||
| Q1 25 | $64.1M | $37.7M | ||
| Q4 24 | $71.3M | $37.4M | ||
| Q3 24 | $73.4M | $54.6M | ||
| Q2 24 | $71.3M | $35.9M |
| Q1 26 | — | $-6.4M | ||
| Q4 25 | $31.1M | $62.1M | ||
| Q3 25 | $88.0M | $39.0M | ||
| Q2 25 | $59.3M | $40.1M | ||
| Q1 25 | $2.1M | $31.4M | ||
| Q4 24 | $26.1M | $30.0M | ||
| Q3 24 | $16.0M | $48.4M | ||
| Q2 24 | $39.5M | $28.7M |
| Q1 26 | — | -3.5% | ||
| Q4 25 | 12.8% | 30.2% | ||
| Q3 25 | 38.3% | 20.7% | ||
| Q2 25 | 27.1% | 21.2% | ||
| Q1 25 | 1.0% | 19.0% | ||
| Q4 24 | 12.7% | 15.8% | ||
| Q3 24 | 8.1% | 28.5% | ||
| Q2 24 | 20.5% | 18.4% |
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 5.1% | ||
| Q3 25 | 3.4% | 6.4% | ||
| Q2 25 | 15.2% | 5.0% | ||
| Q1 25 | 29.4% | 3.8% | ||
| Q4 24 | 22.1% | 3.9% | ||
| Q3 24 | 28.9% | 3.7% | ||
| Q2 24 | 16.6% | 4.6% |
| Q1 26 | — | 0.65× | ||
| Q4 25 | 2.23× | 2.48× | ||
| Q3 25 | 0.60× | 5.02× | ||
| Q2 25 | 2.50× | 5.66× | ||
| Q1 25 | 1.68× | 15.95× | ||
| Q4 24 | 3.91× | 1.60× | ||
| Q3 24 | 2.23× | 3.00× | ||
| Q2 24 | 3.73× | 4.80× |
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
DOCN
| Scalers | $84.3M | 35% |
| Scalers Plus | $69.9M | 29% |
| Builders | $64.1M | 26% |
| Learners Testers And Other | $24.1M | 10% |
DV
| Activation | $100.5M | 56% |
| Measurement | $61.8M | 34% |
| Supply-side | $18.5M | 10% |
