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DigitalOcean Holdings, Inc.（DOCN）与Gaming & Leisure Properties, Inc.（GLPI）财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是DigitalOcean Holdings, Inc.的1.7倍（$420.0M vs $242.4M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 10.6%，领先46.4%），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 6.3%），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% vs 5.0%）
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。
博彩与休闲地产公司（GLPI）是一家专注于赌场物业的房地产投资信托（REIT），总部位于宾夕法尼亚州怀奥米辛。公司于2013年11月从宾州国民娱乐分拆成立，目前持有62处赌场物业，全部对外出租给其他企业运营。
DOCN vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.7倍
$242.4M
营收增速更快
DOCN
高出12.0%
6.3%
净利率更高
GLPI
高出46.4%
10.6%
两年增速更快
DOCN
近两年复合增速
5.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $242.4M | $420.0M |
| 净利润 | $25.7M | $239.4M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 16.0% | 79.4% |
| 净利率 | 10.6% | 57.0% |
| 营收同比 | 18.3% | 6.3% |
| 净利润同比 | 40.5% | 40.5% |
| 每股收益（稀释后） | $0.23 | — |
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DOCNGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $242.4M | $407.0M | ||
| Q3 25 | $229.6M | $397.6M | ||
| Q2 25 | $218.7M | $394.9M | ||
| Q1 25 | $210.7M | $395.2M | ||
| Q4 24 | $204.9M | $389.6M | ||
| Q3 24 | $198.5M | $385.3M | ||
| Q2 24 | $192.5M | $380.6M |
净利润DOCNGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $25.7M | $275.4M | ||
| Q3 25 | $158.4M | $241.2M | ||
| Q2 25 | $37.0M | $151.4M | ||
| Q1 25 | $38.2M | $165.2M | ||
| Q4 24 | $18.3M | $223.6M | ||
| Q3 24 | $32.9M | $184.7M | ||
| Q2 24 | $19.1M | $208.3M |
毛利率DOCNGLPI
| Q1 26 | — | — | ||
| Q4 25 | 58.7% | — | ||
| Q3 25 | 59.6% | — | ||
| Q2 25 | 59.9% | — | ||
| Q1 25 | 61.4% | — | ||
| Q4 24 | 57.1% | — | ||
| Q3 24 | 60.2% | — | ||
| Q2 24 | 61.0% | — |
营业利润率DOCNGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 16.0% | 89.3% | ||
| Q3 25 | 19.6% | 84.8% | ||
| Q2 25 | 16.3% | 61.3% | ||
| Q1 25 | 17.9% | 65.5% | ||
| Q4 24 | 15.9% | 79.1% | ||
| Q3 24 | 12.4% | 70.4% | ||
| Q2 24 | 11.6% | 77.1% |
净利率DOCNGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 10.6% | 67.6% | ||
| Q3 25 | 69.0% | 60.7% | ||
| Q2 25 | 16.9% | 38.4% | ||
| Q1 25 | 18.1% | 41.8% | ||
| Q4 24 | 8.9% | 57.4% | ||
| Q3 24 | 16.6% | 47.9% | ||
| Q2 24 | 9.9% | 54.7% |
每股收益（稀释后）DOCNGLPI
| Q1 26 | — | — | ||
| Q4 25 | $0.23 | $0.96 | ||
| Q3 25 | $1.51 | $0.85 | ||
| Q2 25 | $0.39 | $0.54 | ||
| Q1 25 | $0.39 | $0.60 | ||
| Q4 24 | $0.21 | $0.79 | ||
| Q3 24 | $0.33 | $0.67 | ||
| Q2 24 | $0.20 | $0.77 |
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 | $274.5M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $-28.7M | $5.0B |
| 总资产 | $1.8B | $13.8B |
| 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DOCNGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $254.5M | — | ||
| Q3 25 | $236.6M | — | ||
| Q2 25 | $387.7M | — | ||
| Q1 25 | $360.4M | — | ||
| Q4 24 | $428.4M | $560.8M | ||
| Q3 24 | $439.9M | $560.8M | ||
| Q2 24 | $443.1M | $560.8M |
总债务DOCNGLPI
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $7.2B | ||
| Q3 25 | $1.3B | $7.2B | ||
| Q2 25 | — | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | $1.5B | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
股东权益DOCNGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $-28.7M | $4.6B | ||
| Q3 25 | $-69.6M | $4.6B | ||
| Q2 25 | $-175.2M | $4.6B | ||
| Q1 25 | $-210.7M | $4.2B | ||
| Q4 24 | $-203.0M | $4.3B | ||
| Q3 24 | $-211.7M | $4.3B | ||
| Q2 24 | $-253.8M | $4.1B |
总资产DOCNGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $1.8B | $12.9B | ||
| Q3 25 | $1.7B | $12.8B | ||
| Q2 25 | $1.7B | $12.5B | ||
| Q1 25 | $1.6B | $12.1B | ||
| Q4 24 | $1.6B | $13.1B | ||
| Q3 24 | $1.5B | $12.7B | ||
| Q2 24 | $1.5B | $11.8B |
负债/权益比DOCNGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 1.60× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $31.1M | — |
| 自由现金流率自由现金流/营收 | 12.8% | — |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $180.5M | — |
8季度趋势，按日历期对齐
经营现金流DOCNGLPI
| Q1 26 | — | — | ||
| Q4 25 | $57.3M | $1.1B | ||
| Q3 25 | $95.8M | $240.3M | ||
| Q2 25 | $92.4M | $293.4M | ||
| Q1 25 | $64.1M | $252.5M | ||
| Q4 24 | $71.3M | $1.1B | ||
| Q3 24 | $73.4M | $270.4M | ||
| Q2 24 | $71.3M | $252.1M |
自由现金流DOCNGLPI
| Q1 26 | — | — | ||
| Q4 25 | $31.1M | — | ||
| Q3 25 | $88.0M | $183.0M | ||
| Q2 25 | $59.3M | $272.3M | ||
| Q1 25 | $2.1M | $239.6M | ||
| Q4 24 | $26.1M | $1.1B | ||
| Q3 24 | $16.0M | $261.5M | ||
| Q2 24 | $39.5M | $245.0M |
自由现金流率DOCNGLPI
| Q1 26 | — | — | ||
| Q4 25 | 12.8% | — | ||
| Q3 25 | 38.3% | 46.0% | ||
| Q2 25 | 27.1% | 69.0% | ||
| Q1 25 | 1.0% | 60.6% | ||
| Q4 24 | 12.7% | 275.3% | ||
| Q3 24 | 8.1% | 67.9% | ||
| Q2 24 | 20.5% | 64.4% |
资本支出强度DOCNGLPI
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | — | ||
| Q3 25 | 3.4% | 14.4% | ||
| Q2 25 | 15.2% | 5.3% | ||
| Q1 25 | 29.4% | 3.3% | ||
| Q4 24 | 22.1% | 0.0% | ||
| Q3 24 | 28.9% | 2.3% | ||
| Q2 24 | 16.6% | 1.9% |
现金转化率DOCNGLPI
| Q1 26 | — | — | ||
| Q4 25 | 2.23× | 4.10× | ||
| Q3 25 | 0.60× | 1.00× | ||
| Q2 25 | 2.50× | 1.94× | ||
| Q1 25 | 1.68× | 1.53× | ||
| Q4 24 | 3.91× | 4.80× | ||
| Q3 24 | 2.23× | 1.46× | ||
| Q2 24 | 3.73× | 1.21× |
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% |
GLPI
暂无分部数据
