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DOCUSIGN, INC.(DOCU)与Globe Life(GL)财务数据对比。点击上方公司名可切换其他公司
Globe Life的季度营收约是DOCUSIGN, INC.的1.9倍($1.6B vs $818.4M),Globe Life净利率更高(17.3% vs 10.2%,领先7.1%),DOCUSIGN, INC.同比增速更快(8.4% vs 5.3%)
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。
Globe Life Inc.(股票代码:GL)是总部位于美国得克萨斯州麦金尼的金融服务控股公司,在纽约证券交易所上市,通过旗下全资子公司开展业务,主营人寿保险、年金产品及补充健康保险产品。
DOCU vs GL — 直观对比
营收规模更大
GL
是对方的1.9倍
$818.4M
营收增速更快
DOCU
高出3.1%
5.3%
净利率更高
GL
高出7.1%
10.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $818.4M | $1.6B |
| 净利润 | $83.7M | $270.5M |
| 毛利率 | 79.2% | — |
| 营业利润率 | 10.4% | — |
| 净利率 | 10.2% | 17.3% |
| 营收同比 | 8.4% | 5.3% |
| 净利润同比 | 34.1% | — |
| 每股收益(稀释后) | $0.40 | $3.39 |
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
GL
| Q1 26 | — | $1.6B | ||
| Q4 25 | $818.4M | $1.5B | ||
| Q3 25 | $800.6M | $1.5B | ||
| Q2 25 | $763.7M | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.4B |
净利润
DOCU
GL
| Q1 26 | — | $270.5M | ||
| Q4 25 | $83.7M | $266.1M | ||
| Q3 25 | $63.0M | $387.8M | ||
| Q2 25 | $72.1M | $252.7M | ||
| Q1 25 | — | $254.6M | ||
| Q4 24 | — | $255.2M | ||
| Q3 24 | — | $303.0M | ||
| Q2 24 | — | $258.4M |
毛利率
DOCU
GL
| Q1 26 | — | — | ||
| Q4 25 | 79.2% | — | ||
| Q3 25 | 79.3% | — | ||
| Q2 25 | 79.4% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 26.1% | ||
| Q2 24 | — | 23.3% |
营业利润率
DOCU
GL
| Q1 26 | — | — | ||
| Q4 25 | 10.4% | 21.7% | ||
| Q3 25 | 8.1% | 31.5% | ||
| Q2 25 | 7.9% | 21.2% | ||
| Q1 25 | — | 21.4% | ||
| Q4 24 | — | 21.3% | ||
| Q3 24 | — | 26.3% | ||
| Q2 24 | — | 23.5% |
净利率
DOCU
GL
| Q1 26 | — | 17.3% | ||
| Q4 25 | 10.2% | 17.5% | ||
| Q3 25 | 7.9% | 25.6% | ||
| Q2 25 | 9.4% | 17.1% | ||
| Q1 25 | — | 17.2% | ||
| Q4 24 | — | 17.4% | ||
| Q3 24 | — | 20.8% | ||
| Q2 24 | — | 17.9% |
每股收益(稀释后)
DOCU
GL
| Q1 26 | — | $3.39 | ||
| Q4 25 | $0.40 | $3.28 | ||
| Q3 25 | $0.30 | $4.73 | ||
| Q2 25 | $0.34 | $3.05 | ||
| Q1 25 | — | $3.01 | ||
| Q4 24 | — | $3.00 | ||
| Q3 24 | — | $3.44 | ||
| Q2 24 | — | $2.83 |
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 | $183.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $6.1B |
| 总资产 | $4.0B | — |
| 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
GL
| Q1 26 | — | $183.8M | ||
| Q4 25 | $583.3M | $314.7M | ||
| Q3 25 | $600.0M | $62.8M | ||
| Q2 25 | $657.4M | $116.7M | ||
| Q1 25 | — | $134.1M | ||
| Q4 24 | — | $85.0M | ||
| Q3 24 | — | $100.5M | ||
| Q2 24 | — | $100.6M |
股东权益
DOCU
GL
| Q1 26 | — | $6.1B | ||
| Q4 25 | $2.0B | $6.0B | ||
| Q3 25 | $2.0B | $5.7B | ||
| Q2 25 | $2.0B | $5.4B | ||
| Q1 25 | — | $5.4B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | — | $5.2B |
总资产
DOCU
GL
| Q1 26 | — | — | ||
| Q4 25 | $4.0B | $30.8B | ||
| Q3 25 | $3.9B | $30.5B | ||
| Q2 25 | $3.9B | $29.8B | ||
| Q1 25 | — | $29.7B | ||
| Q4 24 | — | $29.1B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $28.3B |
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
GL
| Q1 26 | — | — | ||
| Q4 25 | $290.3M | $350.6M | ||
| Q3 25 | $246.1M | $306.0M | ||
| Q2 25 | $251.4M | $307.9M | ||
| Q1 25 | — | $431.9M | ||
| Q4 24 | — | $336.9M | ||
| Q3 24 | — | $340.6M | ||
| Q2 24 | — | $374.1M |
自由现金流
DOCU
GL
| Q1 26 | — | — | ||
| Q4 25 | $262.9M | $330.1M | ||
| Q3 25 | $217.6M | $208.7M | ||
| Q2 25 | $227.8M | $295.0M | ||
| Q1 25 | — | $420.1M | ||
| Q4 24 | — | $321.9M | ||
| Q3 24 | — | $311.3M | ||
| Q2 24 | — | $356.5M |
自由现金流率
DOCU
GL
| Q1 26 | — | — | ||
| Q4 25 | 32.1% | 21.7% | ||
| Q3 25 | 27.2% | 13.8% | ||
| Q2 25 | 29.8% | 19.9% | ||
| Q1 25 | — | 28.4% | ||
| Q4 24 | — | 22.0% | ||
| Q3 24 | — | 21.4% | ||
| Q2 24 | — | 24.8% |
资本支出强度
DOCU
GL
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | 1.3% | ||
| Q3 25 | 3.6% | 6.4% | ||
| Q2 25 | 3.1% | 0.9% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 1.2% |
现金转化率
DOCU
GL
| Q1 26 | — | — | ||
| Q4 25 | 3.47× | 1.32× | ||
| Q3 25 | 3.91× | 0.79× | ||
| Q2 25 | 3.49× | 1.22× | ||
| Q1 25 | — | 1.70× | ||
| Q4 24 | — | 1.32× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.45× |
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% |
GL
| Life premium | $853.2M | 55% |
| Health premium | $416.9M | 27% |
| Other | $289.5M | 19% |