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DigitalOcean Holdings, Inc.（DOCN）与RENASANT CORP（RNST）财务数据对比。点击上方公司名可切换其他公司
RENASANT CORP的季度营收约是DigitalOcean Holdings, Inc.的1.1倍（$273.8M vs $242.4M），RENASANT CORP净利率更高（32.2% vs 10.6%，领先21.6%），过去两年RENASANT CORP的营收复合增速更高（29.3% 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。
瑞耐桑特银行是美国密西西比州图珀洛的区域商业金融机构，母公司为瑞耐桑特公司，在阿拉巴马、佛罗里达、佐治亚、密西西比、路易斯安那、田纳西、北卡罗来纳、南卡罗来纳八州拥有280多家分支机构，旗下还运营内容平台“瑞耐桑特国度”，发布博客及节目内容。
DOCN vs RNST — 直观对比
营收规模更大
RNST
是对方的1.1倍
$242.4M
净利率更高
RNST
高出21.6%
10.6%
两年增速更快
RNST
近两年复合增速
14.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $242.4M | $273.8M |
| 净利润 | $25.7M | $88.2M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 16.0% | — |
| 净利率 | 10.6% | 32.2% |
| 营收同比 | 18.3% | — |
| 净利润同比 | 40.5% | 112.5% |
| 每股收益（稀释后） | $0.23 | $0.94 |
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DOCNRNST
| Q1 26 | — | $273.8M | ||
| Q4 25 | $242.4M | $278.4M | ||
| Q3 25 | $229.6M | $269.5M | ||
| Q2 25 | $218.7M | $267.2M | ||
| Q1 25 | $210.7M | $170.7M | ||
| Q4 24 | $204.9M | $167.1M | ||
| Q3 24 | $198.5M | $220.3M | ||
| Q2 24 | $192.5M | $163.8M |
净利润DOCNRNST
| Q1 26 | — | $88.2M | ||
| Q4 25 | $25.7M | $78.9M | ||
| Q3 25 | $158.4M | $59.8M | ||
| Q2 25 | $37.0M | $1.0M | ||
| Q1 25 | $38.2M | $41.5M | ||
| Q4 24 | $18.3M | $44.7M | ||
| Q3 24 | $32.9M | $72.5M | ||
| Q2 24 | $19.1M | $38.8M |
毛利率DOCNRNST
| 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DOCNRNST
| Q1 26 | — | — | ||
| Q4 25 | 16.0% | 34.8% | ||
| Q3 25 | 19.6% | 27.9% | ||
| Q2 25 | 16.3% | 1.0% | ||
| Q1 25 | 17.9% | 30.4% | ||
| Q4 24 | 15.9% | 29.8% | ||
| Q3 24 | 12.4% | 44.2% | ||
| Q2 24 | 11.6% | 29.6% |
净利率DOCNRNST
| Q1 26 | — | 32.2% | ||
| Q4 25 | 10.6% | 28.4% | ||
| Q3 25 | 69.0% | 22.2% | ||
| Q2 25 | 16.9% | 0.4% | ||
| Q1 25 | 18.1% | 24.3% | ||
| Q4 24 | 8.9% | 26.8% | ||
| Q3 24 | 16.6% | 32.9% | ||
| Q2 24 | 9.9% | 23.7% |
每股收益（稀释后）DOCNRNST
| Q1 26 | — | $0.94 | ||
| Q4 25 | $0.23 | $0.78 | ||
| Q3 25 | $1.51 | $0.63 | ||
| Q2 25 | $0.39 | $0.01 | ||
| Q1 25 | $0.39 | $0.65 | ||
| Q4 24 | $0.21 | $0.70 | ||
| Q3 24 | $0.33 | $1.18 | ||
| Q2 24 | $0.20 | $0.69 |
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 | $1.2B |
| 总债务越低越好 | $1.3B | $806.2M |
| 股东权益账面价值 | $-28.7M | $3.9B |
| 总资产 | $1.8B | $27.1B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资DOCNRNST
| Q1 26 | — | $1.2B | ||
| Q4 25 | $254.5M | $1.1B | ||
| Q3 25 | $236.6M | $1.1B | ||
| Q2 25 | $387.7M | $1.4B | ||
| Q1 25 | $360.4M | $1.1B | ||
| Q4 24 | $428.4M | $1.1B | ||
| Q3 24 | $439.9M | $1.3B | ||
| Q2 24 | $443.1M | $851.9M |
总债务DOCNRNST
| Q1 26 | — | $806.2M | ||
| Q4 25 | $1.3B | $499.8M | ||
| Q3 25 | $1.3B | $558.9M | ||
| Q2 25 | — | $557.0M | ||
| Q1 25 | — | $433.3M | ||
| Q4 24 | $1.5B | $430.6M | ||
| Q3 24 | — | $433.2M | ||
| Q2 24 | — | $428.7M |
股东权益DOCNRNST
| Q1 26 | — | $3.9B | ||
| Q4 25 | $-28.7M | $3.9B | ||
| Q3 25 | $-69.6M | $3.8B | ||
| Q2 25 | $-175.2M | $3.8B | ||
| Q1 25 | $-210.7M | $2.7B | ||
| Q4 24 | $-203.0M | $2.7B | ||
| Q3 24 | $-211.7M | $2.7B | ||
| Q2 24 | $-253.8M | $2.4B |
总资产DOCNRNST
| Q1 26 | — | $27.1B | ||
| Q4 25 | $1.8B | $26.8B | ||
| Q3 25 | $1.7B | $26.7B | ||
| Q2 25 | $1.7B | $26.6B | ||
| Q1 25 | $1.6B | $18.3B | ||
| Q4 24 | $1.6B | $18.0B | ||
| Q3 24 | $1.5B | $18.0B | ||
| Q2 24 | $1.5B | $17.5B |
负债/权益比DOCNRNST
| Q1 26 | — | 0.21× | ||
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.18× |
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DOCNRNST
| Q1 26 | — | — | ||
| Q4 25 | $57.3M | $271.5M | ||
| Q3 25 | $95.8M | $135.5M | ||
| Q2 25 | $92.4M | $-77.3M | ||
| Q1 25 | $64.1M | $106.2M | ||
| Q4 24 | $71.3M | $106.4M | ||
| Q3 24 | $73.4M | $-1.7M | ||
| Q2 24 | $71.3M | $-49.1M |
自由现金流DOCNRNST
| Q1 26 | — | — | ||
| Q4 25 | $31.1M | $237.8M | ||
| Q3 25 | $88.0M | $120.1M | ||
| Q2 25 | $59.3M | $-87.5M | ||
| Q1 25 | $2.1M | $101.3M | ||
| Q4 24 | $26.1M | $92.8M | ||
| Q3 24 | $16.0M | $-5.3M | ||
| Q2 24 | $39.5M | $-52.6M |
自由现金流率DOCNRNST
| Q1 26 | — | — | ||
| Q4 25 | 12.8% | 85.4% | ||
| Q3 25 | 38.3% | 44.6% | ||
| Q2 25 | 27.1% | -32.7% | ||
| Q1 25 | 1.0% | 59.4% | ||
| Q4 24 | 12.7% | 55.5% | ||
| Q3 24 | 8.1% | -2.4% | ||
| Q2 24 | 20.5% | -32.1% |
资本支出强度DOCNRNST
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 12.1% | ||
| Q3 25 | 3.4% | 5.7% | ||
| Q2 25 | 15.2% | 3.8% | ||
| Q1 25 | 29.4% | 2.8% | ||
| Q4 24 | 22.1% | 8.2% | ||
| Q3 24 | 28.9% | 1.6% | ||
| Q2 24 | 16.6% | 2.1% |
现金转化率DOCNRNST
| Q1 26 | — | — | ||
| Q4 25 | 2.23× | 3.44× | ||
| Q3 25 | 0.60× | 2.27× | ||
| Q2 25 | 2.50× | -75.92× | ||
| Q1 25 | 1.68× | 2.56× | ||
| Q4 24 | 3.91× | 2.38× | ||
| Q3 24 | 2.23× | -0.02× | ||
| Q2 24 | 3.73× | -1.26× |
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% |
RNST
| Net Interest Income | $223.6M | 82% |
| Noninterest Income | $50.3M | 18% |
