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DigitalOcean Holdings, Inc.（DOCN）与AMICUS THERAPEUTICS, INC.（FOLD）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AMICUS THERAPEUTICS, INC.的1.3倍（$242.4M vs $185.2M），DigitalOcean Holdings, Inc.净利率更高（10.6% vs 0.9%，领先9.7%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 18.3%），DigitalOcean Holdings, Inc.自由现金流更多（$31.1M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 14.5%）
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。
Amicus Therapeutics是总部位于美国宾夕法尼亚州费城的生物制药上市企业，2007年在纳斯达克挂牌上市，股票代码为FOLD。上市前，公司曾获得Radius Ventures、迦南合伙人、恩颐投资等多家风险投资机构的资金支持，专注于生物医药领域的研发与商业化布局。
DOCN vs FOLD — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $242.4M | $185.2M |
| 净利润 | $25.7M | $1.7M |
| 毛利率 | 58.7% | 85.7% |
| 营业利润率 | 16.0% | 8.6% |
| 净利率 | 10.6% | 0.9% |
| 营收同比 | 18.3% | 23.7% |
| 净利润同比 | 40.5% | -88.5% |
| 每股收益（稀释后） | $0.23 | $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
| Q4 25 | $242.4M | $185.2M | ||
| Q3 25 | $229.6M | $169.1M | ||
| Q2 25 | $218.7M | $154.7M | ||
| Q1 25 | $210.7M | $125.2M | ||
| Q4 24 | $204.9M | $149.7M | ||
| Q3 24 | $198.5M | $141.5M | ||
| Q2 24 | $192.5M | $126.7M | ||
| Q1 24 | $184.7M | $110.4M |
| Q4 25 | $25.7M | $1.7M | ||
| Q3 25 | $158.4M | $17.3M | ||
| Q2 25 | $37.0M | $-24.4M | ||
| Q1 25 | $38.2M | $-21.7M | ||
| Q4 24 | $18.3M | $14.7M | ||
| Q3 24 | $32.9M | $-6.7M | ||
| Q2 24 | $19.1M | $-15.7M | ||
| Q1 24 | $14.1M | $-48.4M |
| Q4 25 | 58.7% | 85.7% | ||
| Q3 25 | 59.6% | 88.5% | ||
| Q2 25 | 59.9% | 90.2% | ||
| Q1 25 | 61.4% | 90.7% | ||
| Q4 24 | 57.1% | 90.1% | ||
| Q3 24 | 60.2% | 90.6% | ||
| Q2 24 | 61.0% | 91.1% | ||
| Q1 24 | 60.7% | 87.7% |
| Q4 25 | 16.0% | 8.6% | ||
| Q3 25 | 19.6% | 20.3% | ||
| Q2 25 | 16.3% | -6.1% | ||
| Q1 25 | 17.9% | -6.3% | ||
| Q4 24 | 15.9% | 10.7% | ||
| Q3 24 | 12.4% | 15.3% | ||
| Q2 24 | 11.6% | 11.8% | ||
| Q1 24 | 6.2% | -25.1% |
| Q4 25 | 10.6% | 0.9% | ||
| Q3 25 | 69.0% | 10.2% | ||
| Q2 25 | 16.9% | -15.8% | ||
| Q1 25 | 18.1% | -17.3% | ||
| Q4 24 | 8.9% | 9.8% | ||
| Q3 24 | 16.6% | -4.8% | ||
| Q2 24 | 9.9% | -12.4% | ||
| Q1 24 | 7.7% | -43.9% |
| Q4 25 | $0.23 | $0.00 | ||
| Q3 25 | $1.51 | $0.06 | ||
| Q2 25 | $0.39 | $-0.08 | ||
| Q1 25 | $0.39 | $-0.07 | ||
| Q4 24 | $0.21 | $0.05 | ||
| Q3 24 | $0.33 | $-0.02 | ||
| Q2 24 | $0.20 | $-0.05 | ||
| Q1 24 | $0.15 | $-0.16 |
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 | $293.5M |
| 总债务越低越好 | $1.3B | $392.7M |
| 股东权益账面价值 | $-28.7M | $274.2M |
| 总资产 | $1.8B | $949.9M |
| 负债/权益比越低杠杆越低 | — | 1.43× |
8季度趋势，按日历期对齐
| Q4 25 | $254.5M | $293.5M | ||
| Q3 25 | $236.6M | $263.8M | ||
| Q2 25 | $387.7M | $231.0M | ||
| Q1 25 | $360.4M | $250.6M | ||
| Q4 24 | $428.4M | $249.9M | ||
| Q3 24 | $439.9M | $249.8M | ||
| Q2 24 | $443.1M | $260.1M | ||
| Q1 24 | $419.1M | $239.6M |
| Q4 25 | $1.3B | $392.7M | ||
| Q3 25 | $1.3B | $392.0M | ||
| Q2 25 | — | $391.3M | ||
| Q1 25 | — | $390.7M | ||
| Q4 24 | $1.5B | $390.1M | ||
| Q3 24 | — | $389.5M | ||
| Q2 24 | — | $388.9M | ||
| Q1 24 | — | $388.4M |
| Q4 25 | $-28.7M | $274.2M | ||
| Q3 25 | $-69.6M | $230.4M | ||
| Q2 25 | $-175.2M | $204.3M | ||
| Q1 25 | $-210.7M | $193.6M | ||
| Q4 24 | $-203.0M | $194.0M | ||
| Q3 24 | $-211.7M | $178.8M | ||
| Q2 24 | $-253.8M | $132.5M | ||
| Q1 24 | $-286.1M | $130.7M |
| Q4 25 | $1.8B | $949.9M | ||
| Q3 25 | $1.7B | $868.8M | ||
| Q2 25 | $1.7B | $815.3M | ||
| Q1 25 | $1.6B | $789.8M | ||
| Q4 24 | $1.6B | $785.0M | ||
| Q3 24 | $1.5B | $786.6M | ||
| Q2 24 | $1.5B | $749.5M | ||
| Q1 24 | $1.5B | $721.8M |
| Q4 25 | — | 1.43× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.02× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.93× | ||
| Q1 24 | — | 2.97× |
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 | $16.3M |
| 自由现金流经营现金流 - 资本支出 | $31.1M | $16.0M |
| 自由现金流率自由现金流/营收 | 12.8% | 8.6% |
| 资本支出强度资本支出/营收 | 10.8% | 0.2% |
| 现金转化率经营现金流/净利润 | 2.23× | 9.62× |
| 过去12个月自由现金流最近4个季度 | $180.5M | $29.8M |
8季度趋势，按日历期对齐
| Q4 25 | $57.3M | $16.3M | ||
| Q3 25 | $95.8M | $35.7M | ||
| Q2 25 | $92.4M | $-26.5M | ||
| Q1 25 | $64.1M | $7.8M | ||
| Q4 24 | $71.3M | $-3.9M | ||
| Q3 24 | $73.4M | $-23.0M | ||
| Q2 24 | $71.3M | $22.7M | ||
| Q1 24 | $66.7M | $-29.7M |
| Q4 25 | $31.1M | $16.0M | ||
| Q3 25 | $88.0M | $35.3M | ||
| Q2 25 | $59.3M | $-28.9M | ||
| Q1 25 | $2.1M | $7.5M | ||
| Q4 24 | $26.1M | $-4.2M | ||
| Q3 24 | $16.0M | $-23.3M | ||
| Q2 24 | $39.5M | $21.6M | ||
| Q1 24 | $23.0M | $-31.5M |
| Q4 25 | 12.8% | 8.6% | ||
| Q3 25 | 38.3% | 20.9% | ||
| Q2 25 | 27.1% | -18.7% | ||
| Q1 25 | 1.0% | 6.0% | ||
| Q4 24 | 12.7% | -2.8% | ||
| Q3 24 | 8.1% | -16.5% | ||
| Q2 24 | 20.5% | 17.0% | ||
| Q1 24 | 12.5% | -28.5% |
| Q4 25 | 10.8% | 0.2% | ||
| Q3 25 | 3.4% | 0.2% | ||
| Q2 25 | 15.2% | 1.6% | ||
| Q1 25 | 29.4% | 0.2% | ||
| Q4 24 | 22.1% | 0.2% | ||
| Q3 24 | 28.9% | 0.3% | ||
| Q2 24 | 16.6% | 0.9% | ||
| Q1 24 | 23.6% | 1.6% |
| Q4 25 | 2.23× | 9.62× | ||
| Q3 25 | 0.60× | 2.06× | ||
| Q2 25 | 2.50× | — | ||
| Q1 25 | 1.68× | — | ||
| Q4 24 | 3.91× | -0.27× | ||
| Q3 24 | 2.23× | — | ||
| Q2 24 | 3.73× | — | ||
| Q1 24 | 4.72× | — |
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% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
