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DigitalOcean Holdings, Inc.（DOCN）与WAFD INC（WAFD）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WAFD INC的1.3倍（$242.4M vs $191.4M），WAFD INC净利率更高（33.5% vs 10.6%，领先23.0%），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 11.8%），WAFD INC自由现金流更多（$50.0M vs $31.1M），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% vs 5.5%）
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。
WAFD银行总部位于美国华盛顿州西雅图市，是美国头部银行之一，业务覆盖华盛顿州、俄勒冈州、爱达荷州、内华达州、犹他州、亚利桑那州、新墨西哥州、加利福尼亚州及得克萨斯州，共设有210家实体营业网点，为多州客户提供专业金融服务。
DOCN vs WAFD — 直观对比
营收规模更大
DOCN
是对方的1.3倍
$191.4M
营收增速更快
DOCN
高出6.5%
11.8%
净利率更高
WAFD
高出23.0%
10.6%
自由现金流更多
WAFD
多$18.9M
$31.1M
两年增速更快
DOCN
近两年复合增速
5.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $242.4M | $191.4M |
| 净利润 | $25.7M | $64.2M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 16.0% | 43.0% |
| 净利率 | 10.6% | 33.5% |
| 营收同比 | 18.3% | 11.8% |
| 净利润同比 | 40.5% | 35.8% |
| 每股收益（稀释后） | $0.23 | $0.79 |
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DOCNWAFD
| Q4 25 | $242.4M | $191.4M | ||
| Q3 25 | $229.6M | $188.3M | ||
| Q2 25 | $218.7M | $186.3M | ||
| Q1 25 | $210.7M | $179.8M | ||
| Q4 24 | $204.9M | $171.1M | ||
| Q3 24 | $198.5M | $188.7M | ||
| Q2 24 | $192.5M | $194.4M | ||
| Q1 24 | $184.7M | $172.0M |
净利润DOCNWAFD
| Q4 25 | $25.7M | $64.2M | ||
| Q3 25 | $158.4M | $60.6M | ||
| Q2 25 | $37.0M | $62.0M | ||
| Q1 25 | $38.2M | $56.3M | ||
| Q4 24 | $18.3M | $47.3M | ||
| Q3 24 | $32.9M | $61.1M | ||
| Q2 24 | $19.1M | $64.6M | ||
| Q1 24 | $14.1M | $15.9M |
毛利率DOCNWAFD
| 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% | — | ||
| Q1 24 | 60.7% | — |
营业利润率DOCNWAFD
| Q4 25 | 16.0% | 43.0% | ||
| Q3 25 | 19.6% | 41.2% | ||
| Q2 25 | 16.3% | 42.8% | ||
| Q1 25 | 17.9% | 40.1% | ||
| Q4 24 | 15.9% | 35.2% | ||
| Q3 24 | 12.4% | 42.8% | ||
| Q2 24 | 11.6% | 42.6% | ||
| Q1 24 | 6.2% | 12.2% |
净利率DOCNWAFD
| Q4 25 | 10.6% | 33.5% | ||
| Q3 25 | 69.0% | 32.2% | ||
| Q2 25 | 16.9% | 33.3% | ||
| Q1 25 | 18.1% | 31.3% | ||
| Q4 24 | 8.9% | 27.6% | ||
| Q3 24 | 16.6% | 32.4% | ||
| Q2 24 | 9.9% | 33.2% | ||
| Q1 24 | 7.7% | 9.2% |
每股收益（稀释后）DOCNWAFD
| Q4 25 | $0.23 | $0.79 | ||
| Q3 25 | $1.51 | $0.71 | ||
| Q2 25 | $0.39 | $0.73 | ||
| Q1 25 | $0.39 | $0.65 | ||
| Q4 24 | $0.21 | $0.54 | ||
| Q3 24 | $0.33 | $0.73 | ||
| Q2 24 | $0.20 | $0.75 | ||
| Q1 24 | $0.15 | $0.17 |
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 | $734.9M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $-28.7M | $3.0B |
| 总资产 | $1.8B | $27.3B |
| 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DOCNWAFD
| Q4 25 | $254.5M | $734.9M | ||
| Q3 25 | $236.6M | $657.3M | ||
| Q2 25 | $387.7M | $809.3M | ||
| Q1 25 | $360.4M | $1.2B | ||
| Q4 24 | $428.4M | $1.5B | ||
| Q3 24 | $439.9M | $2.4B | ||
| Q2 24 | $443.1M | $2.5B | ||
| Q1 24 | $419.1M | $1.5B |
总债务DOCNWAFD
| 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DOCNWAFD
| Q4 25 | $-28.7M | $3.0B | ||
| Q3 25 | $-69.6M | $3.0B | ||
| Q2 25 | $-175.2M | $3.0B | ||
| Q1 25 | $-210.7M | $3.0B | ||
| Q4 24 | $-203.0M | $3.0B | ||
| Q3 24 | $-211.7M | $3.0B | ||
| Q2 24 | $-253.8M | $3.0B | ||
| Q1 24 | $-286.1M | $2.9B |
总资产DOCNWAFD
| Q4 25 | $1.8B | $27.3B | ||
| Q3 25 | $1.7B | $26.7B | ||
| Q2 25 | $1.7B | $26.7B | ||
| Q1 25 | $1.6B | $27.6B | ||
| Q4 24 | $1.6B | $27.7B | ||
| Q3 24 | $1.5B | $28.1B | ||
| Q2 24 | $1.5B | $28.6B | ||
| Q1 24 | $1.5B | $30.1B |
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 | $60.5M |
| 自由现金流经营现金流 - 资本支出 | $31.1M | $50.0M |
| 自由现金流率自由现金流/营收 | 12.8% | 26.1% |
| 资本支出强度资本支出/营收 | 10.8% | 5.5% |
| 现金转化率经营现金流/净利润 | 2.23× | 0.94× |
| 过去12个月自由现金流最近4个季度 | $180.5M | $377.9M |
8季度趋势，按日历期对齐
经营现金流DOCNWAFD
| Q4 25 | $57.3M | $60.5M | ||
| Q3 25 | $95.8M | $237.0M | ||
| Q2 25 | $92.4M | $58.0M | ||
| Q1 25 | $64.1M | $72.1M | ||
| Q4 24 | $71.3M | $49.4M | ||
| Q3 24 | $73.4M | $439.2M | ||
| Q2 24 | $71.3M | $63.1M | ||
| Q1 24 | $66.7M | $169.2M |
自由现金流DOCNWAFD
| Q4 25 | $31.1M | $50.0M | ||
| Q3 25 | $88.0M | $208.2M | ||
| Q2 25 | $59.3M | $53.1M | ||
| Q1 25 | $2.1M | $66.6M | ||
| Q4 24 | $26.1M | $43.0M | ||
| Q3 24 | $16.0M | $414.6M | ||
| Q2 24 | $39.5M | $58.3M | ||
| Q1 24 | $23.0M | $164.8M |
自由现金流率DOCNWAFD
| Q4 25 | 12.8% | 26.1% | ||
| Q3 25 | 38.3% | 110.6% | ||
| Q2 25 | 27.1% | 28.5% | ||
| Q1 25 | 1.0% | 37.0% | ||
| Q4 24 | 12.7% | 25.1% | ||
| Q3 24 | 8.1% | 219.7% | ||
| Q2 24 | 20.5% | 30.0% | ||
| Q1 24 | 12.5% | 95.8% |
资本支出强度DOCNWAFD
| Q4 25 | 10.8% | 5.5% | ||
| Q3 25 | 3.4% | 15.2% | ||
| Q2 25 | 15.2% | 2.6% | ||
| Q1 25 | 29.4% | 3.1% | ||
| Q4 24 | 22.1% | 3.8% | ||
| Q3 24 | 28.9% | 13.1% | ||
| Q2 24 | 16.6% | 2.5% | ||
| Q1 24 | 23.6% | 2.6% |
现金转化率DOCNWAFD
| Q4 25 | 2.23× | 0.94× | ||
| Q3 25 | 0.60× | 3.91× | ||
| Q2 25 | 2.50× | 0.94× | ||
| Q1 25 | 1.68× | 1.28× | ||
| Q4 24 | 3.91× | 1.05× | ||
| Q3 24 | 2.23× | 7.18× | ||
| Q2 24 | 3.73× | 0.98× | ||
| Q1 24 | 4.72× | 10.65× |
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% |
WAFD
暂无分部数据
