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DOCUSIGN, INC.（DOCU）与BRINKER INTERNATIONAL, INC（EAT）财务数据对比。点击上方公司名可切换其他公司
BRINKER INTERNATIONAL, INC的季度营收约是DOCUSIGN, INC.的1.8倍（$1.5B vs $818.4M），DOCUSIGN, INC.净利率更高（10.2% vs 8.7%，领先1.5%），DOCUSIGN, INC.同比增速更快（8.4% vs 3.2%）
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。
Brinker International, Inc.是美国跨国餐饮企业，成立于1975年，总部位于得克萨斯州达拉斯，旗下拥有Chili's和Maggiano's Little Italy两大知名连锁餐饮品牌，目前在全球持有、运营或特许经营的上述品牌门店总计达1672家。
DOCU vs EAT — 直观对比
营收规模更大
EAT
是对方的1.8倍
$818.4M
营收增速更快
DOCU
高出5.3%
3.2%
净利率更高
DOCU
高出1.5%
8.7%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $818.4M | $1.5B |
| 净利润 | $83.7M | $127.9M |
| 毛利率 | 79.2% | — |
| 营业利润率 | 10.4% | 11.3% |
| 净利率 | 10.2% | 8.7% |
| 营收同比 | 8.4% | 3.2% |
| 净利润同比 | 34.1% | — |
| 每股收益（稀释后） | $0.40 | $2.87 |
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DOCUEAT
| Q1 26 | — | $1.5B | ||
| Q4 25 | $818.4M | $1.5B | ||
| Q3 25 | $800.6M | $1.3B | ||
| Q2 25 | $763.7M | $1.5B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.2B |
净利润DOCUEAT
| Q1 26 | — | $127.9M | ||
| Q4 25 | $83.7M | $128.5M | ||
| Q3 25 | $63.0M | $99.5M | ||
| Q2 25 | $72.1M | $107.0M | ||
| Q1 25 | — | $119.1M | ||
| Q4 24 | — | $118.5M | ||
| Q3 24 | — | $38.5M | ||
| Q2 24 | — | $57.3M |
毛利率DOCUEAT
| Q1 26 | — | — | ||
| Q4 25 | 79.2% | — | ||
| Q3 25 | 79.3% | — | ||
| Q2 25 | 79.4% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率DOCUEAT
| Q1 26 | — | 11.3% | ||
| Q4 25 | 10.4% | 11.6% | ||
| Q3 25 | 8.1% | 8.7% | ||
| Q2 25 | 7.9% | 9.8% | ||
| Q1 25 | — | 11.0% | ||
| Q4 24 | — | 11.5% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | — | 6.1% |
净利率DOCUEAT
| Q1 26 | — | 8.7% | ||
| Q4 25 | 10.2% | 8.8% | ||
| Q3 25 | 7.9% | 7.4% | ||
| Q2 25 | 9.4% | 7.3% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | — | 8.7% | ||
| Q3 24 | — | 3.4% | ||
| Q2 24 | — | 4.7% |
每股收益（稀释后）DOCUEAT
| Q1 26 | — | $2.87 | ||
| Q4 25 | $0.40 | $2.86 | ||
| Q3 25 | $0.30 | $2.17 | ||
| Q2 25 | $0.34 | $2.31 | ||
| Q1 25 | — | $2.56 | ||
| Q4 24 | — | $2.61 | ||
| Q3 24 | — | $0.84 | ||
| Q2 24 | — | $1.22 |
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 | — |
| 总债务越低越好 | — | $424.4M |
| 股东权益账面价值 | $2.0B | $406.0M |
| 总资产 | $4.0B | $2.8B |
| 负债/权益比越低杠杆越低 | — | 1.05× |
8季度趋势，按日历期对齐
现金及短期投资DOCUEAT
| Q1 26 | — | — | ||
| Q4 25 | $583.3M | $15.0M | ||
| Q3 25 | $600.0M | $33.6M | ||
| Q2 25 | $657.4M | $18.9M | ||
| Q1 25 | — | $17.5M | ||
| Q4 24 | — | $14.8M | ||
| Q3 24 | — | $16.2M | ||
| Q2 24 | — | $64.6M |
总债务DOCUEAT
| Q1 26 | — | $424.4M | ||
| Q4 25 | — | $451.3M | ||
| Q3 25 | — | $525.8M | ||
| Q2 25 | — | $426.0M | ||
| Q1 25 | — | $518.3M | ||
| Q4 24 | — | $652.0M | ||
| Q3 24 | — | $806.9M | ||
| Q2 24 | — | $786.3M |
股东权益DOCUEAT
| Q1 26 | — | $406.0M | ||
| Q4 25 | $2.0B | $379.3M | ||
| Q3 25 | $2.0B | $343.9M | ||
| Q2 25 | $2.0B | $370.9M | ||
| Q1 25 | — | $259.0M | ||
| Q4 24 | — | $131.5M | ||
| Q3 24 | — | $12.7M | ||
| Q2 24 | — | $39.4M |
总资产DOCUEAT
| Q1 26 | — | $2.8B | ||
| Q4 25 | $4.0B | $2.7B | ||
| Q3 25 | $3.9B | $2.7B | ||
| Q2 25 | $3.9B | $2.7B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | — | $2.6B |
负债/权益比DOCUEAT
| Q1 26 | — | 1.05× | ||
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 1.53× | ||
| Q2 25 | — | 1.15× | ||
| Q1 25 | — | 2.00× | ||
| Q4 24 | — | 4.96× | ||
| Q3 24 | — | 63.54× | ||
| Q2 24 | — | 19.96× |
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 | $571.8M |
| 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× | 4.47× |
| 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DOCUEAT
| Q1 26 | — | $571.8M | ||
| Q4 25 | $290.3M | $218.9M | ||
| Q3 25 | $246.1M | $120.8M | ||
| Q2 25 | $251.4M | $186.0M | ||
| Q1 25 | — | $212.0M | ||
| Q4 24 | — | $218.2M | ||
| Q3 24 | — | $62.8M | ||
| Q2 24 | — | $141.5M |
自由现金流DOCUEAT
| Q1 26 | — | — | ||
| Q4 25 | $262.9M | $155.2M | ||
| Q3 25 | $217.6M | $62.2M | ||
| Q2 25 | $227.8M | $106.1M | ||
| Q1 25 | — | $132.4M | ||
| Q4 24 | — | $168.9M | ||
| Q3 24 | — | $6.3M | ||
| Q2 24 | — | $83.5M |
自由现金流率DOCUEAT
| Q1 26 | — | — | ||
| Q4 25 | 32.1% | 10.7% | ||
| Q3 25 | 27.2% | 4.6% | ||
| Q2 25 | 29.8% | 7.3% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 6.9% |
资本支出强度DOCUEAT
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | 4.4% | ||
| Q3 25 | 3.6% | 4.3% | ||
| Q2 25 | 3.1% | 5.5% | ||
| Q1 25 | — | 5.6% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | — | 4.8% |
现金转化率DOCUEAT
| Q1 26 | — | 4.47× | ||
| Q4 25 | 3.47× | 1.70× | ||
| Q3 25 | 3.91× | 1.21× | ||
| Q2 25 | 3.49× | 1.74× | ||
| Q1 25 | — | 1.78× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | — | 1.63× | ||
| Q2 24 | — | 2.47× |
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% |
EAT
| Company sales | $1.5B | 99% |
| Franchise revenues | $14.7M | 1% |
