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DigitalOcean Holdings, Inc.（DOCN）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是DigitalOcean Holdings, Inc.的1.4倍（$342.1M vs $242.4M），DigitalOcean Holdings, Inc.净利率更高（10.6% vs -1.9%，领先12.4%），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 7.3%），DigitalOcean Holdings, Inc.自由现金流更多（$31.1M vs $5.6M），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% vs 1.8%）
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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
DOCN vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.4倍
$242.4M
营收增速更快
DOCN
高出11.0%
7.3%
净利率更高
DOCN
高出12.4%
-1.9%
自由现金流更多
DOCN
多$25.6M
$5.6M
两年增速更快
DOCN
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $242.4M | $342.1M |
| 净利润 | $25.7M | $-6.4M |
| 毛利率 | 58.7% | 43.6% |
| 营业利润率 | 16.0% | -2.5% |
| 净利率 | 10.6% | -1.9% |
| 营收同比 | 18.3% | 7.3% |
| 净利润同比 | 40.5% | -1.7% |
| 每股收益（稀释后） | $0.23 | $-0.05 |
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DOCNSFIX
| Q4 25 | $242.4M | $342.1M | ||
| Q3 25 | $229.6M | $311.2M | ||
| Q2 25 | $218.7M | $325.0M | ||
| Q1 25 | $210.7M | $312.1M | ||
| Q4 24 | $204.9M | $318.8M | ||
| Q3 24 | $198.5M | $319.6M | ||
| Q2 24 | $192.5M | $322.7M | ||
| Q1 24 | $184.7M | $330.4M |
净利润DOCNSFIX
| Q4 25 | $25.7M | $-6.4M | ||
| Q3 25 | $158.4M | $-8.6M | ||
| Q2 25 | $37.0M | $-7.4M | ||
| Q1 25 | $38.2M | $-6.5M | ||
| Q4 24 | $18.3M | $-6.3M | ||
| Q3 24 | $32.9M | $-36.5M | ||
| Q2 24 | $19.1M | $-21.3M | ||
| Q1 24 | $14.1M | $-35.5M |
毛利率DOCNSFIX
| Q4 25 | 58.7% | 43.6% | ||
| Q3 25 | 59.6% | 43.6% | ||
| Q2 25 | 59.9% | 44.2% | ||
| Q1 25 | 61.4% | 44.5% | ||
| Q4 24 | 57.1% | 45.4% | ||
| Q3 24 | 60.2% | 44.6% | ||
| Q2 24 | 61.0% | 45.5% | ||
| Q1 24 | 60.7% | 43.4% |
营业利润率DOCNSFIX
| Q4 25 | 16.0% | -2.5% | ||
| Q3 25 | 19.6% | -3.6% | ||
| Q2 25 | 16.3% | -3.0% | ||
| Q1 25 | 17.9% | -2.9% | ||
| Q4 24 | 15.9% | -2.8% | ||
| Q3 24 | 12.4% | -13.1% | ||
| Q2 24 | 11.6% | -7.7% | ||
| Q1 24 | 6.2% | -11.5% |
净利率DOCNSFIX
| Q4 25 | 10.6% | -1.9% | ||
| Q3 25 | 69.0% | -2.8% | ||
| Q2 25 | 16.9% | -2.3% | ||
| Q1 25 | 18.1% | -2.1% | ||
| Q4 24 | 8.9% | -2.0% | ||
| Q3 24 | 16.6% | -11.4% | ||
| Q2 24 | 9.9% | -6.6% | ||
| Q1 24 | 7.7% | -10.8% |
每股收益（稀释后）DOCNSFIX
| Q4 25 | $0.23 | $-0.05 | ||
| Q3 25 | $1.51 | $-0.06 | ||
| Q2 25 | $0.39 | $-0.06 | ||
| Q1 25 | $0.39 | $-0.05 | ||
| Q4 24 | $0.21 | $-0.05 | ||
| Q3 24 | $0.33 | $-0.29 | ||
| Q2 24 | $0.20 | $-0.18 | ||
| Q1 24 | $0.15 | $-0.30 |
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 | $244.2M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $-28.7M | $204.1M |
| 总资产 | $1.8B | $530.7M |
| 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DOCNSFIX
| Q4 25 | $254.5M | $244.2M | ||
| Q3 25 | $236.6M | $234.9M | ||
| Q2 25 | $387.7M | $234.2M | ||
| Q1 25 | $360.4M | $219.1M | ||
| Q4 24 | $428.4M | $253.3M | ||
| Q3 24 | $439.9M | $247.0M | ||
| Q2 24 | $443.1M | $244.5M | ||
| Q1 24 | $419.1M | $229.8M |
总债务DOCNSFIX
| 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DOCNSFIX
| Q4 25 | $-28.7M | $204.1M | ||
| Q3 25 | $-69.6M | $203.0M | ||
| Q2 25 | $-175.2M | $200.4M | ||
| Q1 25 | $-210.7M | $197.8M | ||
| Q4 24 | $-203.0M | $190.5M | ||
| Q3 24 | $-211.7M | $187.0M | ||
| Q2 24 | $-253.8M | $208.9M | ||
| Q1 24 | $-286.1M | $213.3M |
总资产DOCNSFIX
| Q4 25 | $1.8B | $530.7M | ||
| Q3 25 | $1.7B | $480.6M | ||
| Q2 25 | $1.7B | $484.7M | ||
| Q1 25 | $1.6B | $472.6M | ||
| Q4 24 | $1.6B | $507.1M | ||
| Q3 24 | $1.5B | $486.9M | ||
| Q2 24 | $1.5B | $537.0M | ||
| Q1 24 | $1.5B | $538.3M |
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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $31.1M | $5.6M |
| 自由现金流率自由现金流/营收 | 12.8% | 1.6% |
| 资本支出强度资本支出/营收 | 10.8% | 1.6% |
| 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 | $4.9M |
8季度趋势，按日历期对齐
经营现金流DOCNSFIX
| Q4 25 | $57.3M | $10.9M | ||
| Q3 25 | $95.8M | $7.0M | ||
| Q2 25 | $92.4M | $20.5M | ||
| Q1 25 | $64.1M | $-16.2M | ||
| Q4 24 | $71.3M | $14.3M | ||
| Q3 24 | $73.4M | $8.2M | ||
| Q2 24 | $71.3M | $21.7M | ||
| Q1 24 | $66.7M | $-22.3M |
自由现金流DOCNSFIX
| Q4 25 | $31.1M | $5.6M | ||
| Q3 25 | $88.0M | $2.8M | ||
| Q2 25 | $59.3M | $16.0M | ||
| Q1 25 | $2.1M | $-19.4M | ||
| Q4 24 | $26.1M | $9.9M | ||
| Q3 24 | $16.0M | $4.5M | ||
| Q2 24 | $39.5M | $18.9M | ||
| Q1 24 | $23.0M | $-26.1M |
自由现金流率DOCNSFIX
| Q4 25 | 12.8% | 1.6% | ||
| Q3 25 | 38.3% | 0.9% | ||
| Q2 25 | 27.1% | 4.9% | ||
| Q1 25 | 1.0% | -6.2% | ||
| Q4 24 | 12.7% | 3.1% | ||
| Q3 24 | 8.1% | 1.4% | ||
| Q2 24 | 20.5% | 5.9% | ||
| Q1 24 | 12.5% | -7.9% |
资本支出强度DOCNSFIX
| Q4 25 | 10.8% | 1.6% | ||
| Q3 25 | 3.4% | 1.4% | ||
| Q2 25 | 15.2% | 1.4% | ||
| Q1 25 | 29.4% | 1.0% | ||
| Q4 24 | 22.1% | 1.4% | ||
| Q3 24 | 28.9% | 1.2% | ||
| Q2 24 | 16.6% | 0.9% | ||
| Q1 24 | 23.6% | 1.1% |
现金转化率DOCNSFIX
| 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× | — | ||
| 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% |
SFIX
暂无分部数据
