vs
DigitalOcean Holdings, Inc.（DOCN）与JBG SMITH Properties（JBGS）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JBG SMITH Properties的1.9倍（$242.4M vs $127.6M），DigitalOcean Holdings, Inc.净利率更高（10.6% vs -18.1%，领先28.6%），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 5.7%），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% vs -2.9%）
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。
JBG SMITH Properties是一家总部位于马里兰州贝塞斯达的上市房地产投资信托公司，专注于持有并运营房地产资产，是美国商业地产领域的专业运营机构，面向市场提供多元化的不动产投资与管理服务。
DOCN vs JBGS — 直观对比
营收规模更大
DOCN
是对方的1.9倍
$127.6M
营收增速更快
DOCN
高出12.6%
5.7%
净利率更高
DOCN
高出28.6%
-18.1%
两年增速更快
DOCN
近两年复合增速
-2.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $242.4M | $127.6M |
| 净利润 | $25.7M | $-23.0M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 16.0% | — |
| 净利率 | 10.6% | -18.1% |
| 营收同比 | 18.3% | 5.7% |
| 净利润同比 | 40.5% | 57.1% |
| 每股收益（稀释后） | $0.23 | $-0.32 |
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DOCNJBGS
| Q1 26 | — | $127.6M | ||
| Q4 25 | $242.4M | $127.6M | ||
| Q3 25 | $229.6M | $123.9M | ||
| Q2 25 | $218.7M | $126.5M | ||
| Q1 25 | $210.7M | $120.7M | ||
| Q4 24 | $204.9M | $130.8M | ||
| Q3 24 | $198.5M | $136.0M | ||
| Q2 24 | $192.5M | $135.3M |
净利润DOCNJBGS
| Q1 26 | — | $-23.0M | ||
| Q4 25 | $25.7M | $-45.5M | ||
| Q3 25 | $158.4M | $-28.6M | ||
| Q2 25 | $37.0M | $-19.2M | ||
| Q1 25 | $38.2M | $-45.7M | ||
| Q4 24 | $18.3M | $-59.9M | ||
| Q3 24 | $32.9M | $-27.0M | ||
| Q2 24 | $19.1M | $-24.4M |
毛利率DOCNJBGS
| 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DOCNJBGS
| Q1 26 | — | — | ||
| Q4 25 | 16.0% | -47.5% | ||
| Q3 25 | 19.6% | -27.5% | ||
| Q2 25 | 16.3% | -18.4% | ||
| Q1 25 | 17.9% | -44.7% | ||
| Q4 24 | 15.9% | -53.6% | ||
| Q3 24 | 12.4% | -22.4% | ||
| Q2 24 | 11.6% | -24.3% |
净利率DOCNJBGS
| Q1 26 | — | -18.1% | ||
| Q4 25 | 10.6% | -35.7% | ||
| Q3 25 | 69.0% | -23.1% | ||
| Q2 25 | 16.9% | -15.2% | ||
| Q1 25 | 18.1% | -37.9% | ||
| Q4 24 | 8.9% | -45.8% | ||
| Q3 24 | 16.6% | -19.8% | ||
| Q2 24 | 9.9% | -18.0% |
每股收益（稀释后）DOCNJBGS
| Q1 26 | — | $-0.32 | ||
| Q4 25 | $0.23 | $-0.76 | ||
| Q3 25 | $1.51 | $-0.48 | ||
| Q2 25 | $0.39 | $-0.29 | ||
| Q1 25 | $0.39 | $-0.56 | ||
| Q4 24 | $0.21 | $-0.70 | ||
| Q3 24 | $0.33 | $-0.32 | ||
| Q2 24 | $0.20 | $-0.27 |
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 | — |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $-28.7M | — |
| 总资产 | $1.8B | $4.3B |
| 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DOCNJBGS
| Q1 26 | — | — | ||
| Q4 25 | $254.5M | $75.3M | ||
| Q3 25 | $236.6M | $64.4M | ||
| Q2 25 | $387.7M | $61.4M | ||
| Q1 25 | $360.4M | $81.3M | ||
| Q4 24 | $428.4M | $145.8M | ||
| Q3 24 | $439.9M | $137.0M | ||
| Q2 24 | $443.1M | $163.5M |
总债务DOCNJBGS
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益DOCNJBGS
| Q1 26 | — | — | ||
| Q4 25 | $-28.7M | $1.2B | ||
| Q3 25 | $-69.6M | $1.2B | ||
| Q2 25 | $-175.2M | $1.3B | ||
| Q1 25 | $-210.7M | $1.6B | ||
| Q4 24 | $-203.0M | $1.8B | ||
| Q3 24 | $-211.7M | $1.9B | ||
| Q2 24 | $-253.8M | $2.0B |
总资产DOCNJBGS
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.8B | $4.4B | ||
| Q3 25 | $1.7B | $4.4B | ||
| Q2 25 | $1.7B | $4.5B | ||
| Q1 25 | $1.6B | $4.7B | ||
| Q4 24 | $1.6B | $5.0B | ||
| Q3 24 | $1.5B | $5.2B | ||
| Q2 24 | $1.5B | $5.3B |
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 | — |
| 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DOCNJBGS
| Q1 26 | — | — | ||
| Q4 25 | $57.3M | $73.3M | ||
| Q3 25 | $95.8M | $8.9M | ||
| Q2 25 | $92.4M | $18.8M | ||
| Q1 25 | $64.1M | $12.9M | ||
| Q4 24 | $71.3M | $129.4M | ||
| Q3 24 | $73.4M | $26.4M | ||
| Q2 24 | $71.3M | $23.8M |
自由现金流DOCNJBGS
| Q1 26 | — | — | ||
| Q4 25 | $31.1M | — | ||
| Q3 25 | $88.0M | — | ||
| Q2 25 | $59.3M | — | ||
| Q1 25 | $2.1M | — | ||
| Q4 24 | $26.1M | — | ||
| Q3 24 | $16.0M | — | ||
| Q2 24 | $39.5M | — |
自由现金流率DOCNJBGS
| Q1 26 | — | — | ||
| Q4 25 | 12.8% | — | ||
| Q3 25 | 38.3% | — | ||
| Q2 25 | 27.1% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 12.7% | — | ||
| Q3 24 | 8.1% | — | ||
| Q2 24 | 20.5% | — |
资本支出强度DOCNJBGS
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | — | ||
| Q3 25 | 3.4% | — | ||
| Q2 25 | 15.2% | — | ||
| Q1 25 | 29.4% | — | ||
| Q4 24 | 22.1% | — | ||
| Q3 24 | 28.9% | — | ||
| Q2 24 | 16.6% | — |
现金转化率DOCNJBGS
| Q1 26 | — | — | ||
| Q4 25 | 2.23× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 2.50× | — | ||
| Q1 25 | 1.68× | — | ||
| Q4 24 | 3.91× | — | ||
| Q3 24 | 2.23× | — | ||
| Q2 24 | 3.73× | — |
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% |
JBGS
| Property rental | $105.9M | 83% |
| Third-party real estate services, including reimbursements | $17.2M | 13% |
| Other revenue | $4.5M | 4% |
