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DigitalOcean Holdings, Inc.（DOCN）与STANDARD MOTOR PRODUCTS, INC.（SMP）财务数据对比。点击上方公司名可切换其他公司
STANDARD MOTOR PRODUCTS, INC.的季度营收约是DigitalOcean Holdings, Inc.的1.6倍（$385.1M vs $242.4M），DigitalOcean Holdings, Inc.净利率更高（10.6% vs 2.0%，领先8.5%），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 12.2%），DigitalOcean Holdings, Inc.自由现金流更多（$31.1M vs $-37.6M），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% vs 7.8%）
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。
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
DOCN vs SMP — 直观对比
营收规模更大
SMP
是对方的1.6倍
$242.4M
营收增速更快
DOCN
高出6.1%
12.2%
净利率更高
DOCN
高出8.5%
2.0%
自由现金流更多
DOCN
多$68.8M
$-37.6M
两年增速更快
DOCN
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $242.4M | $385.1M |
| 净利润 | $25.7M | $7.9M |
| 毛利率 | 58.7% | 31.7% |
| 营业利润率 | 16.0% | 5.6% |
| 净利率 | 10.6% | 2.0% |
| 营收同比 | 18.3% | 12.2% |
| 净利润同比 | 40.5% | 457.9% |
| 每股收益（稀释后） | $0.23 | $0.34 |
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DOCNSMP
| Q4 25 | $242.4M | $385.1M | ||
| Q3 25 | $229.6M | $498.8M | ||
| Q2 25 | $218.7M | $493.9M | ||
| Q1 25 | $210.7M | $413.4M | ||
| Q4 24 | $204.9M | $343.4M | ||
| Q3 24 | $198.5M | $399.3M | ||
| Q2 24 | $192.5M | $389.8M | ||
| Q1 24 | $184.7M | $331.4M |
净利润DOCNSMP
| Q4 25 | $25.7M | $7.9M | ||
| Q3 25 | $158.4M | $-4.3M | ||
| Q2 25 | $37.0M | $25.2M | ||
| Q1 25 | $38.2M | $12.6M | ||
| Q4 24 | $18.3M | $-2.2M | ||
| Q3 24 | $32.9M | $3.8M | ||
| Q2 24 | $19.1M | $17.1M | ||
| Q1 24 | $14.1M | $8.8M |
毛利率DOCNSMP
| Q4 25 | 58.7% | 31.7% | ||
| Q3 25 | 59.6% | 32.4% | ||
| Q2 25 | 59.9% | 30.6% | ||
| Q1 25 | 61.4% | 30.2% | ||
| Q4 24 | 57.1% | 29.4% | ||
| Q3 24 | 60.2% | 30.4% | ||
| Q2 24 | 61.0% | 28.6% | ||
| Q1 24 | 60.7% | 27.0% |
营业利润率DOCNSMP
| Q4 25 | 16.0% | 5.6% | ||
| Q3 25 | 19.6% | 9.5% | ||
| Q2 25 | 16.3% | 8.7% | ||
| Q1 25 | 17.9% | 5.9% | ||
| Q4 24 | 15.9% | 1.1% | ||
| Q3 24 | 12.4% | 9.3% | ||
| Q2 24 | 11.6% | 6.4% | ||
| Q1 24 | 6.2% | 4.4% |
净利率DOCNSMP
| Q4 25 | 10.6% | 2.0% | ||
| Q3 25 | 69.0% | -0.9% | ||
| Q2 25 | 16.9% | 5.1% | ||
| Q1 25 | 18.1% | 3.0% | ||
| Q4 24 | 8.9% | -0.6% | ||
| Q3 24 | 16.6% | 1.0% | ||
| Q2 24 | 9.9% | 4.4% | ||
| Q1 24 | 7.7% | 2.7% |
每股收益（稀释后）DOCNSMP
| Q4 25 | $0.23 | $0.34 | ||
| Q3 25 | $1.51 | $-0.19 | ||
| Q2 25 | $0.39 | $1.13 | ||
| Q1 25 | $0.39 | $0.56 | ||
| Q4 24 | $0.21 | $-0.09 | ||
| Q3 24 | $0.33 | $0.17 | ||
| Q2 24 | $0.20 | $0.77 | ||
| Q1 24 | $0.15 | $0.39 |
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 | $618.7M |
| 股东权益账面价值 | $-28.7M | $683.7M |
| 总资产 | $1.8B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资DOCNSMP
| Q4 25 | $254.5M | — | ||
| Q3 25 | $236.6M | $87.2M | ||
| Q2 25 | $387.7M | $58.8M | ||
| Q1 25 | $360.4M | $50.3M | ||
| Q4 24 | $428.4M | $44.4M | ||
| Q3 24 | $439.9M | $26.3M | ||
| Q2 24 | $443.1M | $26.2M | ||
| Q1 24 | $419.1M | $27.1M |
总债务DOCNSMP
| Q4 25 | $1.3B | $618.7M | ||
| Q3 25 | $1.3B | $589.5M | ||
| Q2 25 | — | $636.6M | ||
| Q1 25 | — | $650.6M | ||
| Q4 24 | $1.5B | $562.3M | ||
| Q3 24 | — | $142.8M | ||
| Q2 24 | — | $208.2M | ||
| Q1 24 | — | $214.9M |
股东权益DOCNSMP
| Q4 25 | $-28.7M | $683.7M | ||
| Q3 25 | $-69.6M | $677.4M | ||
| Q2 25 | $-175.2M | $688.6M | ||
| Q1 25 | $-210.7M | $638.0M | ||
| Q4 24 | $-203.0M | $615.7M | ||
| Q3 24 | $-211.7M | $638.8M | ||
| Q2 24 | $-253.8M | $640.0M | ||
| Q1 24 | $-286.1M | $639.1M |
总资产DOCNSMP
| Q4 25 | $1.8B | $2.0B | ||
| Q3 25 | $1.7B | $2.0B | ||
| Q2 25 | $1.7B | $2.0B | ||
| Q1 25 | $1.6B | $1.9B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.5B | $1.4B | ||
| Q2 24 | $1.5B | $1.4B | ||
| Q1 24 | $1.5B | $1.4B |
负债/权益比DOCNSMP
| Q4 25 | — | 0.90× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.92× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 0.91× | ||
| Q3 24 | — | 0.22× | ||
| Q2 24 | — | 0.33× | ||
| Q1 24 | — | 0.34× |
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 | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $31.1M | $-37.6M |
| 自由现金流率自由现金流/营收 | 12.8% | -9.8% |
| 资本支出强度资本支出/营收 | 10.8% | 2.4% |
| 现金转化率经营现金流/净利润 | 2.23× | -3.59× |
| 过去12个月自由现金流最近4个季度 | $180.5M | $18.7M |
8季度趋势，按日历期对齐
经营现金流DOCNSMP
| Q4 25 | $57.3M | $-28.2M | ||
| Q3 25 | $95.8M | $91.6M | ||
| Q2 25 | $92.4M | $54.3M | ||
| Q1 25 | $64.1M | $-60.2M | ||
| Q4 24 | $71.3M | $-1.5M | ||
| Q3 24 | $73.4M | $88.3M | ||
| Q2 24 | $71.3M | $35.6M | ||
| Q1 24 | $66.7M | $-45.7M |
自由现金流DOCNSMP
| Q4 25 | $31.1M | $-37.6M | ||
| Q3 25 | $88.0M | $81.5M | ||
| Q2 25 | $59.3M | $44.2M | ||
| Q1 25 | $2.1M | $-69.4M | ||
| Q4 24 | $26.1M | $-11.4M | ||
| Q3 24 | $16.0M | $77.1M | ||
| Q2 24 | $39.5M | $22.7M | ||
| Q1 24 | $23.0M | $-55.8M |
自由现金流率DOCNSMP
| Q4 25 | 12.8% | -9.8% | ||
| Q3 25 | 38.3% | 16.3% | ||
| Q2 25 | 27.1% | 8.9% | ||
| Q1 25 | 1.0% | -16.8% | ||
| Q4 24 | 12.7% | -3.3% | ||
| Q3 24 | 8.1% | 19.3% | ||
| Q2 24 | 20.5% | 5.8% | ||
| Q1 24 | 12.5% | -16.8% |
资本支出强度DOCNSMP
| Q4 25 | 10.8% | 2.4% | ||
| Q3 25 | 3.4% | 2.0% | ||
| Q2 25 | 15.2% | 2.1% | ||
| Q1 25 | 29.4% | 2.2% | ||
| Q4 24 | 22.1% | 2.9% | ||
| Q3 24 | 28.9% | 2.8% | ||
| Q2 24 | 16.6% | 3.3% | ||
| Q1 24 | 23.6% | 3.0% |
现金转化率DOCNSMP
| Q4 25 | 2.23× | -3.59× | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 2.50× | 2.15× | ||
| Q1 25 | 1.68× | -4.79× | ||
| Q4 24 | 3.91× | — | ||
| Q3 24 | 2.23× | 23.19× | ||
| Q2 24 | 3.73× | 2.09× | ||
| Q1 24 | 4.72× | -5.18× |
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% |
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
