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DOCUSIGN, INC.(DOCU)与Gaming & Leisure Properties, Inc.(GLPI)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Gaming & Leisure Properties, Inc.的1.9倍($818.4M vs $420.0M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs 10.2%,领先46.8%),DOCUSIGN, INC.同比增速更快(8.4% vs 6.3%)
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。
博彩与休闲地产公司(GLPI)是一家专注于赌场物业的房地产投资信托(REIT),总部位于宾夕法尼亚州怀奥米辛。公司于2013年11月从宾州国民娱乐分拆成立,目前持有62处赌场物业,全部对外出租给其他企业运营。
DOCU vs GLPI — 直观对比
营收规模更大
DOCU
是对方的1.9倍
$420.0M
营收增速更快
DOCU
高出2.1%
6.3%
净利率更高
GLPI
高出46.8%
10.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $818.4M | $420.0M |
| 净利润 | $83.7M | $239.4M |
| 毛利率 | 79.2% | — |
| 营业利润率 | 10.4% | 79.4% |
| 净利率 | 10.2% | 57.0% |
| 营收同比 | 8.4% | 6.3% |
| 净利润同比 | 34.1% | 40.5% |
| 每股收益(稀释后) | $0.40 | — |
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
GLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $818.4M | $407.0M | ||
| Q3 25 | $800.6M | $397.6M | ||
| Q2 25 | $763.7M | $394.9M | ||
| Q1 25 | — | $395.2M | ||
| Q4 24 | — | $389.6M | ||
| Q3 24 | — | $385.3M | ||
| Q2 24 | — | $380.6M |
净利润
DOCU
GLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $83.7M | $275.4M | ||
| Q3 25 | $63.0M | $241.2M | ||
| Q2 25 | $72.1M | $151.4M | ||
| Q1 25 | — | $165.2M | ||
| Q4 24 | — | $223.6M | ||
| Q3 24 | — | $184.7M | ||
| Q2 24 | — | $208.3M |
毛利率
DOCU
GLPI
| 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
DOCU
GLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | 10.4% | 89.3% | ||
| Q3 25 | 8.1% | 84.8% | ||
| Q2 25 | 7.9% | 61.3% | ||
| Q1 25 | — | 65.5% | ||
| Q4 24 | — | 79.1% | ||
| Q3 24 | — | 70.4% | ||
| Q2 24 | — | 77.1% |
净利率
DOCU
GLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 10.2% | 67.6% | ||
| Q3 25 | 7.9% | 60.7% | ||
| Q2 25 | 9.4% | 38.4% | ||
| Q1 25 | — | 41.8% | ||
| Q4 24 | — | 57.4% | ||
| Q3 24 | — | 47.9% | ||
| Q2 24 | — | 54.7% |
每股收益(稀释后)
DOCU
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $0.40 | $0.96 | ||
| Q3 25 | $0.30 | $0.85 | ||
| Q2 25 | $0.34 | $0.54 | ||
| Q1 25 | — | $0.60 | ||
| Q4 24 | — | $0.79 | ||
| Q3 24 | — | $0.67 | ||
| Q2 24 | — | $0.77 |
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 | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $5.0B |
| 总资产 | $4.0B | $13.8B |
| 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
GLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $583.3M | — | ||
| Q3 25 | $600.0M | — | ||
| Q2 25 | $657.4M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $560.8M | ||
| Q3 24 | — | $560.8M | ||
| Q2 24 | — | $560.8M |
总债务
DOCU
GLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
股东权益
DOCU
GLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $2.0B | $4.6B | ||
| Q3 25 | $2.0B | $4.6B | ||
| Q2 25 | $2.0B | $4.6B | ||
| Q1 25 | — | $4.2B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.1B |
总资产
DOCU
GLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $4.0B | $12.9B | ||
| Q3 25 | $3.9B | $12.8B | ||
| Q2 25 | $3.9B | $12.5B | ||
| Q1 25 | — | $12.1B | ||
| Q4 24 | — | $13.1B | ||
| Q3 24 | — | $12.7B | ||
| Q2 24 | — | $11.8B |
负债/权益比
DOCU
GLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 1.60× |
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
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $290.3M | $1.1B | ||
| Q3 25 | $246.1M | $240.3M | ||
| Q2 25 | $251.4M | $293.4M | ||
| Q1 25 | — | $252.5M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $270.4M | ||
| Q2 24 | — | $252.1M |
自由现金流
DOCU
GLPI
| Q1 26 | — | — | ||
| Q4 25 | $262.9M | — | ||
| Q3 25 | $217.6M | $183.0M | ||
| Q2 25 | $227.8M | $272.3M | ||
| Q1 25 | — | $239.6M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $261.5M | ||
| Q2 24 | — | $245.0M |
自由现金流率
DOCU
GLPI
| Q1 26 | — | — | ||
| Q4 25 | 32.1% | — | ||
| Q3 25 | 27.2% | 46.0% | ||
| Q2 25 | 29.8% | 69.0% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 275.3% | ||
| Q3 24 | — | 67.9% | ||
| Q2 24 | — | 64.4% |
资本支出强度
DOCU
GLPI
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | — | ||
| Q3 25 | 3.6% | 14.4% | ||
| Q2 25 | 3.1% | 5.3% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 1.9% |
现金转化率
DOCU
GLPI
| Q1 26 | — | — | ||
| Q4 25 | 3.47× | 4.10× | ||
| Q3 25 | 3.91× | 1.00× | ||
| Q2 25 | 3.49× | 1.94× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | — | 1.46× | ||
| Q2 24 | — | 1.21× |
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% |
GLPI
暂无分部数据