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DOCUSIGN, INC.(DOCU)与德康医疗(DXCM)财务数据对比。点击上方公司名可切换其他公司
德康医疗的季度营收约是DOCUSIGN, INC.的1.5倍($1.3B vs $818.4M),德康医疗净利率更高(21.2% vs 10.2%,领先11.0%),德康医疗同比增速更快(21.6% vs 8.4%)
DocuSign是总部位于美国加利福尼亚州旧金山的软件企业,为各类机构提供多设备支持的电子协议管理及电子签名相关产品。截至2025年,公司在180个国家拥有约170万客户,其处理的签名符合美国ESIGN法案、欧盟eIDAS法规要求,满足欧盟高级及合格签名标准。
德康医疗是美国跨国医疗保健企业,专注于研发、生产及销售糖尿病管理领域的连续血糖监测(CGM)系列系统。其全球总部及研发中心位于美国加利福尼亚州圣地亚哥,生产基地分布于美国亚利桑那州梅萨、马来西亚峇都交湾及爱尔兰戈尔韦郡阿斯里。
DOCU vs DXCM — 直观对比
营收规模更大
DXCM
是对方的1.5倍
$818.4M
营收增速更快
DXCM
高出13.2%
8.4%
净利率更高
DXCM
高出11.0%
10.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $818.4M | $1.3B |
| 净利润 | $83.7M | $267.3M |
| 毛利率 | 79.2% | 62.9% |
| 营业利润率 | 10.4% | 25.6% |
| 净利率 | 10.2% | 21.2% |
| 营收同比 | 8.4% | 21.6% |
| 净利润同比 | 34.1% | 153.6% |
| 每股收益(稀释后) | $0.40 | $0.67 |
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
DOCU
DXCM
| Q1 26 | — | $1.3B | ||
| Q4 25 | $818.4M | $1.3B | ||
| Q3 25 | $800.6M | $1.2B | ||
| Q2 25 | $763.7M | $1.2B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $994.2M | ||
| Q2 24 | — | $1.0B |
净利润
DOCU
DXCM
| Q1 26 | — | $267.3M | ||
| Q4 25 | $83.7M | $267.3M | ||
| Q3 25 | $63.0M | $283.8M | ||
| Q2 25 | $72.1M | $179.8M | ||
| Q1 25 | — | $105.4M | ||
| Q4 24 | — | $151.7M | ||
| Q3 24 | — | $134.6M | ||
| Q2 24 | — | $143.5M |
毛利率
DOCU
DXCM
| Q1 26 | — | 62.9% | ||
| Q4 25 | 79.2% | 62.9% | ||
| Q3 25 | 79.3% | 60.5% | ||
| Q2 25 | 79.4% | 59.5% | ||
| Q1 25 | — | 56.9% | ||
| Q4 24 | — | 58.9% | ||
| Q3 24 | — | 59.7% | ||
| Q2 24 | — | 62.4% |
营业利润率
DOCU
DXCM
| Q1 26 | — | 25.6% | ||
| Q4 25 | 10.4% | 25.6% | ||
| Q3 25 | 8.1% | 20.1% | ||
| Q2 25 | 7.9% | 18.4% | ||
| Q1 25 | — | 12.9% | ||
| Q4 24 | — | 17.0% | ||
| Q3 24 | — | 15.3% | ||
| Q2 24 | — | 15.7% |
净利率
DOCU
DXCM
| Q1 26 | — | 21.2% | ||
| Q4 25 | 10.2% | 21.2% | ||
| Q3 25 | 7.9% | 23.5% | ||
| Q2 25 | 9.4% | 15.5% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 13.5% | ||
| Q2 24 | — | 14.3% |
每股收益(稀释后)
DOCU
DXCM
| Q1 26 | — | $0.67 | ||
| Q4 25 | $0.40 | $0.67 | ||
| Q3 25 | $0.30 | $0.70 | ||
| Q2 25 | $0.34 | $0.45 | ||
| Q1 25 | — | $0.27 | ||
| Q4 24 | — | $0.37 | ||
| Q3 24 | — | $0.34 | ||
| Q2 24 | — | $0.35 |
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 | $583.3M | $917.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $2.7B |
| 总资产 | $4.0B | $6.3B |
| 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
DOCU
DXCM
| Q1 26 | — | $917.7M | ||
| Q4 25 | $583.3M | $917.7M | ||
| Q3 25 | $600.0M | $1.8B | ||
| Q2 25 | $657.4M | $1.2B | ||
| Q1 25 | — | $904.9M | ||
| Q4 24 | — | $606.1M | ||
| Q3 24 | — | $621.2M | ||
| Q2 24 | — | $939.2M |
股东权益
DOCU
DXCM
| Q1 26 | — | $2.7B | ||
| Q4 25 | $2.0B | $2.7B | ||
| Q3 25 | $2.0B | $2.7B | ||
| Q2 25 | $2.0B | $2.6B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.4B |
总资产
DOCU
DXCM
| Q1 26 | — | $6.3B | ||
| Q4 25 | $4.0B | $6.3B | ||
| Q3 25 | $3.9B | $7.5B | ||
| Q2 25 | $3.9B | $7.3B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | $6.5B | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.8B |
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 | $290.3M | — |
| 自由现金流经营现金流 - 资本支出 | $262.9M | — |
| 自由现金流率自由现金流/营收 | 32.1% | — |
| 资本支出强度资本支出/营收 | 3.3% | — |
| 现金转化率经营现金流/净利润 | 3.47× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
DOCU
DXCM
| Q1 26 | — | — | ||
| Q4 25 | $290.3M | $294.0M | ||
| Q3 25 | $246.1M | $659.9M | ||
| Q2 25 | $251.4M | $303.0M | ||
| Q1 25 | — | $183.8M | ||
| Q4 24 | — | $301.4M | ||
| Q3 24 | — | $199.5M | ||
| Q2 24 | — | $279.4M |
自由现金流
DOCU
DXCM
| Q1 26 | — | — | ||
| Q4 25 | $262.9M | $192.1M | ||
| Q3 25 | $217.6M | $579.4M | ||
| Q2 25 | $227.8M | $208.9M | ||
| Q1 25 | — | $96.8M | ||
| Q4 24 | — | $176.8M | ||
| Q3 24 | — | $88.3M | ||
| Q2 24 | — | $213.3M |
自由现金流率
DOCU
DXCM
| Q1 26 | — | — | ||
| Q4 25 | 32.1% | 15.3% | ||
| Q3 25 | 27.2% | 47.9% | ||
| Q2 25 | 29.8% | 18.1% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | — | 8.9% | ||
| Q2 24 | — | 21.2% |
资本支出强度
DOCU
DXCM
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | 8.1% | ||
| Q3 25 | 3.6% | 6.7% | ||
| Q2 25 | 3.1% | 8.1% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | 11.2% | ||
| Q2 24 | — | 6.6% |
现金转化率
DOCU
DXCM
| Q1 26 | — | — | ||
| Q4 25 | 3.47× | 1.10× | ||
| Q3 25 | 3.91× | 2.33× | ||
| Q2 25 | 3.49× | 1.69× | ||
| Q1 25 | — | 1.74× | ||
| Q4 24 | — | 1.99× | ||
| Q3 24 | — | 1.48× | ||
| Q2 24 | — | 1.95× |
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
DOCU
| Subscription And Circulation | $801.0M | 98% |
| Professional Services And Other | $17.4M | 2% |
DXCM
暂无分部数据