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DigitalOcean Holdings, Inc.（DOCN）与PINTEREST, INC.（PINS）财务数据对比。点击上方公司名可切换其他公司
PINTEREST, INC.的季度营收约是DigitalOcean Holdings, Inc.的5.4倍（$1.3B vs $242.4M）。PINTEREST, INC.净利率更高（21.0% vs 10.6%，领先10.4%）。DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 14.3%）。PINTEREST, INC.自由现金流更多（$380.4M vs $31.1M）。过去两年PINTEREST, INC.的营收复合增速更高（33.5% 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。
Pinterest是美国社交媒体服务商，主打数字图板形式的信息发布与发现功能，用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立，总部位于旧金山。
DOCN vs PINS — 直观对比
营收规模更大
PINS
是对方的5.4倍
$242.4M
营收增速更快
DOCN
高出4.0%
14.3%
净利率更高
PINS
高出10.4%
10.6%
自由现金流更多
PINS
多$349.2M
$31.1M
两年增速更快
PINS
近两年复合增速
14.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $242.4M | $1.3B |
| 净利润 | $25.7M | $277.1M |
| 毛利率 | 58.7% | 82.8% |
| 营业利润率 | 16.0% | 22.8% |
| 净利率 | 10.6% | 21.0% |
| 营收同比 | 18.3% | 14.3% |
| 净利润同比 | 40.5% | -85.0% |
| 每股收益（稀释后） | $0.23 | $0.41 |
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DOCNPINS
| Q4 25 | $242.4M | $1.3B | ||
| Q3 25 | $229.6M | $1.0B | ||
| Q2 25 | $218.7M | $998.2M | ||
| Q1 25 | $210.7M | $855.0M | ||
| Q4 24 | $204.9M | $1.2B | ||
| Q3 24 | $198.5M | $898.4M | ||
| Q2 24 | $192.5M | $853.7M | ||
| Q1 24 | $184.7M | $740.0M |
净利润DOCNPINS
| Q4 25 | $25.7M | $277.1M | ||
| Q3 25 | $158.4M | $92.1M | ||
| Q2 25 | $37.0M | $38.8M | ||
| Q1 25 | $38.2M | $8.9M | ||
| Q4 24 | $18.3M | $1.8B | ||
| Q3 24 | $32.9M | $30.6M | ||
| Q2 24 | $19.1M | $8.9M | ||
| Q1 24 | $14.1M | $-24.8M |
毛利率DOCNPINS
| Q4 25 | 58.7% | 82.8% | ||
| Q3 25 | 59.6% | 79.8% | ||
| Q2 25 | 59.9% | 79.7% | ||
| Q1 25 | 61.4% | 76.7% | ||
| Q4 24 | 57.1% | 82.9% | ||
| Q3 24 | 60.2% | 79.1% | ||
| Q2 24 | 61.0% | 78.3% | ||
| Q1 24 | 60.7% | 75.5% |
营业利润率DOCNPINS
| Q4 25 | 16.0% | 22.8% | ||
| Q3 25 | 19.6% | 5.6% | ||
| Q2 25 | 16.3% | -0.4% | ||
| Q1 25 | 17.9% | -4.1% | ||
| Q4 24 | 15.9% | 22.7% | ||
| Q3 24 | 12.4% | -0.7% | ||
| Q2 24 | 11.6% | -2.5% | ||
| Q1 24 | 6.2% | -7.4% |
净利率DOCNPINS
| Q4 25 | 10.6% | 21.0% | ||
| Q3 25 | 69.0% | 8.8% | ||
| Q2 25 | 16.9% | 3.9% | ||
| Q1 25 | 18.1% | 1.0% | ||
| Q4 24 | 8.9% | 160.1% | ||
| Q3 24 | 16.6% | 3.4% | ||
| Q2 24 | 9.9% | 1.0% | ||
| Q1 24 | 7.7% | -3.4% |
每股收益（稀释后）DOCNPINS
| Q4 25 | $0.23 | $0.41 | ||
| Q3 25 | $1.51 | $0.13 | ||
| Q2 25 | $0.39 | $0.06 | ||
| Q1 25 | $0.39 | $0.01 | ||
| Q4 24 | $0.21 | $2.66 | ||
| Q3 24 | $0.33 | $0.04 | ||
| Q2 24 | $0.20 | $0.01 | ||
| Q1 24 | $0.15 | $-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 | $969.3M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $-28.7M | $4.7B |
| 总资产 | $1.8B | $5.5B |
| 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DOCNPINS
| Q4 25 | $254.5M | $969.3M | ||
| Q3 25 | $236.6M | $1.1B | ||
| Q2 25 | $387.7M | $1.2B | ||
| Q1 25 | $360.4M | $1.3B | ||
| Q4 24 | $428.4M | $1.1B | ||
| Q3 24 | $439.9M | $1.0B | ||
| Q2 24 | $443.1M | $1.4B | ||
| Q1 24 | $419.1M | $1.6B |
总债务DOCNPINS
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DOCNPINS
| Q4 25 | $-28.7M | $4.7B | ||
| Q3 25 | $-69.6M | $4.8B | ||
| Q2 25 | $-175.2M | $4.8B | ||
| Q1 25 | $-210.7M | $4.7B | ||
| Q4 24 | $-203.0M | $4.8B | ||
| Q3 24 | $-211.7M | $2.9B | ||
| Q2 24 | $-253.8M | $3.2B | ||
| Q1 24 | $-286.1M | $3.1B |
总资产DOCNPINS
| Q4 25 | $1.8B | $5.5B | ||
| Q3 25 | $1.7B | $5.5B | ||
| Q2 25 | $1.7B | $5.4B | ||
| Q1 25 | $1.6B | $5.3B | ||
| Q4 24 | $1.6B | $5.3B | ||
| Q3 24 | $1.5B | $3.5B | ||
| Q2 24 | $1.5B | $3.7B | ||
| Q1 24 | $1.5B | $3.7B |
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 | $391.2M |
| 自由现金流经营现金流 - 资本支出 | $31.1M | $380.4M |
| 自由现金流率自由现金流/营收 | 12.8% | 28.8% |
| 资本支出强度资本支出/营收 | 10.8% | 0.8% |
| 现金转化率经营现金流/净利润 | 2.23× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $180.5M | $1.3B |
8季度趋势，按日历期对齐
经营现金流DOCNPINS
| Q4 25 | $57.3M | $391.2M | ||
| Q3 25 | $95.8M | $321.7M | ||
| Q2 25 | $92.4M | $207.7M | ||
| Q1 25 | $64.1M | $363.7M | ||
| Q4 24 | $71.3M | $254.0M | ||
| Q3 24 | $73.4M | $248.0M | ||
| Q2 24 | $71.3M | $106.4M | ||
| Q1 24 | $66.7M | $356.1M |
自由现金流DOCNPINS
| Q4 25 | $31.1M | $380.4M | ||
| Q3 25 | $88.0M | $318.4M | ||
| Q2 25 | $59.3M | $196.7M | ||
| Q1 25 | $2.1M | $356.4M | ||
| Q4 24 | $26.1M | $250.2M | ||
| Q3 24 | $16.0M | $244.1M | ||
| Q2 24 | $39.5M | $101.6M | ||
| Q1 24 | $23.0M | $344.0M |
自由现金流率DOCNPINS
| Q4 25 | 12.8% | 28.8% | ||
| Q3 25 | 38.3% | 30.3% | ||
| Q2 25 | 27.1% | 19.7% | ||
| Q1 25 | 1.0% | 41.7% | ||
| Q4 24 | 12.7% | 21.7% | ||
| Q3 24 | 8.1% | 27.2% | ||
| Q2 24 | 20.5% | 11.9% | ||
| Q1 24 | 12.5% | 46.5% |
资本支出强度DOCNPINS
| Q4 25 | 10.8% | 0.8% | ||
| Q3 25 | 3.4% | 0.3% | ||
| Q2 25 | 15.2% | 1.1% | ||
| Q1 25 | 29.4% | 0.9% | ||
| Q4 24 | 22.1% | 0.3% | ||
| Q3 24 | 28.9% | 0.4% | ||
| Q2 24 | 16.6% | 0.6% | ||
| Q1 24 | 23.6% | 1.6% |
现金转化率DOCNPINS
| Q4 25 | 2.23× | 1.41× | ||
| Q3 25 | 0.60× | 3.49× | ||
| Q2 25 | 2.50× | 5.36× | ||
| Q1 25 | 1.68× | 40.77× | ||
| Q4 24 | 3.91× | 0.14× | ||
| Q3 24 | 2.23× | 8.12× | ||
| Q2 24 | 3.73× | 11.98× | ||
| 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% |
PINS
暂无分部数据
