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DOCUSIGN, INC.（DOCU）与Frontdoor, Inc.（FTDR）财务数据对比。点击上方公司名可切换其他公司
DOCUSIGN, INC.的季度营收约是Frontdoor, Inc.的1.8倍（$818.4M vs $451.0M），DOCUSIGN, INC.净利率更高（10.2% vs 9.1%，领先1.1%），DOCUSIGN, INC.同比增速更快（8.4% vs 5.9%），DOCUSIGN, INC.自由现金流更多（$262.9M vs $114.0M）
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。
Frontdoor, Inc.是领先的家庭服务与保障平台，主要面向美国市场运营。其提供可定制的家庭保修计划，覆盖家电、暖通空调、管道、电气系统的维修更换，同时支持用户按需对接经预先审核的本地服务商，满足住宅维护及维修需求。
DOCU vs FTDR — 直观对比
营收规模更大
DOCU
是对方的1.8倍
$451.0M
营收增速更快
DOCU
高出2.5%
5.9%
净利率更高
DOCU
高出1.1%
9.1%
自由现金流更多
DOCU
多$148.9M
$114.0M
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $818.4M | $451.0M |
| 净利润 | $83.7M | $41.0M |
| 毛利率 | 79.2% | 55.0% |
| 营业利润率 | 10.4% | — |
| 净利率 | 10.2% | 9.1% |
| 营收同比 | 8.4% | 5.9% |
| 净利润同比 | 34.1% | 10.8% |
| 每股收益（稀释后） | $0.40 | $0.57 |
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DOCUFTDR
| Q1 26 | — | $451.0M | ||
| Q4 25 | $818.4M | $432.0M | ||
| Q3 25 | $800.6M | $618.0M | ||
| Q2 25 | $763.7M | $617.0M | ||
| Q1 25 | — | $426.0M | ||
| Q4 24 | — | $383.0M | ||
| Q3 24 | — | $540.0M | ||
| Q2 24 | — | $542.0M |
净利润DOCUFTDR
| Q1 26 | — | $41.0M | ||
| Q4 25 | $83.7M | $1.0M | ||
| Q3 25 | $63.0M | $106.0M | ||
| Q2 25 | $72.1M | $111.0M | ||
| Q1 25 | — | $37.0M | ||
| Q4 24 | — | $9.0M | ||
| Q3 24 | — | $100.0M | ||
| Q2 24 | — | $92.0M |
毛利率DOCUFTDR
| Q1 26 | — | 55.0% | ||
| Q4 25 | 79.2% | 49.3% | ||
| Q3 25 | 79.3% | 57.1% | ||
| Q2 25 | 79.4% | 57.7% | ||
| Q1 25 | — | 55.2% | ||
| Q4 24 | — | 48.0% | ||
| Q3 24 | — | 56.7% | ||
| Q2 24 | — | 56.5% |
营业利润率DOCUFTDR
| Q1 26 | — | — | ||
| Q4 25 | 10.4% | 0.5% | ||
| Q3 25 | 8.1% | 23.0% | ||
| Q2 25 | 7.9% | 23.7% | ||
| Q1 25 | — | 11.3% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 24.8% | ||
| Q2 24 | — | 22.9% |
净利率DOCUFTDR
| Q1 26 | — | 9.1% | ||
| Q4 25 | 10.2% | 0.2% | ||
| Q3 25 | 7.9% | 17.2% | ||
| Q2 25 | 9.4% | 18.0% | ||
| Q1 25 | — | 8.7% | ||
| Q4 24 | — | 2.3% | ||
| Q3 24 | — | 18.5% | ||
| Q2 24 | — | 17.0% |
每股收益（稀释后）DOCUFTDR
| Q1 26 | — | $0.57 | ||
| Q4 25 | $0.40 | $0.03 | ||
| Q3 25 | $0.30 | $1.42 | ||
| Q2 25 | $0.34 | $1.48 | ||
| Q1 25 | — | $0.49 | ||
| Q4 24 | — | $0.10 | ||
| Q3 24 | — | $1.30 | ||
| Q2 24 | — | $1.18 |
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 | $603.0M |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $2.0B | $230.0M |
| 总资产 | $4.0B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 5.07× |
8季度趋势，按日历期对齐
现金及短期投资DOCUFTDR
| Q1 26 | — | $603.0M | ||
| Q4 25 | $583.3M | $566.0M | ||
| Q3 25 | $600.0M | $563.0M | ||
| Q2 25 | $657.4M | $562.0M | ||
| Q1 25 | — | $506.0M | ||
| Q4 24 | — | $436.0M | ||
| Q3 24 | — | $375.0M | ||
| Q2 24 | — | $419.0M |
总债务DOCUFTDR
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $565.0M | ||
| Q2 24 | — | $569.0M |
股东权益DOCUFTDR
| Q1 26 | — | $230.0M | ||
| Q4 25 | $2.0B | $242.0M | ||
| Q3 25 | $2.0B | $316.0M | ||
| Q2 25 | $2.0B | $254.0M | ||
| Q1 25 | — | $198.0M | ||
| Q4 24 | — | $239.0M | ||
| Q3 24 | — | $261.0M | ||
| Q2 24 | — | $214.0M |
总资产DOCUFTDR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $4.0B | $2.1B | ||
| Q3 25 | $3.9B | $2.2B | ||
| Q2 25 | $3.9B | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B |
负债/权益比DOCUFTDR
| Q1 26 | — | 5.07× | ||
| Q4 25 | — | 4.73× | ||
| Q3 25 | — | 3.64× | ||
| Q2 25 | — | 4.56× | ||
| Q1 25 | — | 5.88× | ||
| Q4 24 | — | 4.90× | ||
| Q3 24 | — | 2.16× | ||
| Q2 24 | — | 2.66× |
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 | $114.0M |
| 自由现金流率自由现金流/营收 | 32.1% | 25.3% |
| 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 | — | $387.0M |
8季度趋势，按日历期对齐
经营现金流DOCUFTDR
| Q1 26 | — | — | ||
| Q4 25 | $290.3M | $101.0M | ||
| Q3 25 | $246.1M | $64.0M | ||
| Q2 25 | $251.4M | $127.0M | ||
| Q1 25 | — | $124.0M | ||
| Q4 24 | — | $58.0M | ||
| Q3 24 | — | $25.0M | ||
| Q2 24 | — | $103.0M |
自由现金流DOCUFTDR
| Q1 26 | — | $114.0M | ||
| Q4 25 | $262.9M | $95.0M | ||
| Q3 25 | $217.6M | $58.0M | ||
| Q2 25 | $227.8M | $120.0M | ||
| Q1 25 | — | $117.0M | ||
| Q4 24 | — | $50.0M | ||
| Q3 24 | — | $16.0M | ||
| Q2 24 | — | $91.0M |
自由现金流率DOCUFTDR
| Q1 26 | — | 25.3% | ||
| Q4 25 | 32.1% | 22.0% | ||
| Q3 25 | 27.2% | 9.4% | ||
| Q2 25 | 29.8% | 19.4% | ||
| Q1 25 | — | 27.5% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 16.8% |
资本支出强度DOCUFTDR
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | 1.4% | ||
| Q3 25 | 3.6% | 1.0% | ||
| Q2 25 | 3.1% | 1.1% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 2.2% |
现金转化率DOCUFTDR
| Q1 26 | — | — | ||
| Q4 25 | 3.47× | 101.00× | ||
| Q3 25 | 3.91× | 0.60× | ||
| Q2 25 | 3.49× | 1.14× | ||
| Q1 25 | — | 3.35× | ||
| Q4 24 | — | 6.44× | ||
| Q3 24 | — | 0.25× | ||
| Q2 24 | — | 1.12× |
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% |
FTDR
暂无分部数据
