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DOCUSIGN, INC.（DOCU）与NORTHERN OIL & GAS, INC.（NOG）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NORTHERN OIL & GAS, INC.的1.3倍（$818.4M vs $610.2M），DOCUSIGN, INC.净利率更高（10.2% vs -11.6%，领先21.8%），DOCUSIGN, INC.同比增速更快（8.4% vs -72.6%），DOCUSIGN, INC.自由现金流更多（$262.9M vs $43.2M）
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。
Marathon Oil Corporation是一家美国油气勘探开发企业，核心业务涵盖油气资源的勘探、开采与运营，2024年11月被康菲石油收购，相关业务与资产已并入康菲石油体系。
DOCU vs NOG — 直观对比
营收规模更大
DOCU
是对方的1.3倍
$610.2M
营收增速更快
DOCU
高出81.0%
-72.6%
净利率更高
DOCU
高出21.8%
-11.6%
自由现金流更多
DOCU
多$219.7M
$43.2M
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $818.4M | $610.2M |
| 净利润 | $83.7M | $-70.7M |
| 毛利率 | 79.2% | — |
| 营业利润率 | 10.4% | — |
| 净利率 | 10.2% | -11.6% |
| 营收同比 | 8.4% | -72.6% |
| 净利润同比 | 34.1% | -198.7% |
| 每股收益（稀释后） | $0.40 | $-0.73 |
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DOCUNOG
| Q1 26 | — | $610.2M | ||
| Q4 25 | $818.4M | $610.2M | ||
| Q3 25 | $800.6M | $556.6M | ||
| Q2 25 | $763.7M | $706.8M | ||
| Q1 25 | — | $602.1M | ||
| Q4 24 | — | $515.0M | ||
| Q3 24 | — | $753.6M | ||
| Q2 24 | — | $560.8M |
净利润DOCUNOG
| Q1 26 | — | $-70.7M | ||
| Q4 25 | $83.7M | $-70.7M | ||
| Q3 25 | $63.0M | $-129.1M | ||
| Q2 25 | $72.1M | $99.6M | ||
| Q1 25 | — | $139.0M | ||
| Q4 24 | — | $71.7M | ||
| Q3 24 | — | $298.4M | ||
| Q2 24 | — | $138.6M |
毛利率DOCUNOG
| Q1 26 | — | — | ||
| Q4 25 | 79.2% | 80.4% | ||
| Q3 25 | 79.3% | 78.7% | ||
| Q2 25 | 79.4% | 82.8% | ||
| Q1 25 | — | 81.1% | ||
| Q4 24 | — | 77.4% | ||
| Q3 24 | — | 85.8% | ||
| Q2 24 | — | 82.0% |
营业利润率DOCUNOG
| Q1 26 | — | — | ||
| Q4 25 | 10.4% | -5.5% | ||
| Q3 25 | 8.1% | -22.6% | ||
| Q2 25 | 7.9% | 24.9% | ||
| Q1 25 | — | 38.1% | ||
| Q4 24 | — | 25.8% | ||
| Q3 24 | — | 57.6% | ||
| Q2 24 | — | 39.0% |
净利率DOCUNOG
| Q1 26 | — | -11.6% | ||
| Q4 25 | 10.2% | -11.6% | ||
| Q3 25 | 7.9% | -23.2% | ||
| Q2 25 | 9.4% | 14.1% | ||
| Q1 25 | — | 23.1% | ||
| Q4 24 | — | 13.9% | ||
| Q3 24 | — | 39.6% | ||
| Q2 24 | — | 24.7% |
每股收益（稀释后）DOCUNOG
| Q1 26 | — | $-0.73 | ||
| Q4 25 | $0.40 | $-0.67 | ||
| Q3 25 | $0.30 | $-1.33 | ||
| Q2 25 | $0.34 | $1.00 | ||
| Q1 25 | — | $1.39 | ||
| Q4 24 | — | $0.71 | ||
| Q3 24 | — | $2.96 | ||
| Q2 24 | — | $1.36 |
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 | $14.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $2.1B |
| 总资产 | $4.0B | $5.4B |
| 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DOCUNOG
| Q1 26 | — | $14.3M | ||
| Q4 25 | $583.3M | $14.3M | ||
| Q3 25 | $600.0M | $31.6M | ||
| Q2 25 | $657.4M | $25.9M | ||
| Q1 25 | — | $33.6M | ||
| Q4 24 | — | $8.9M | ||
| Q3 24 | — | $34.4M | ||
| Q2 24 | — | $7.8M |
总债务DOCUNOG
| Q1 26 | — | — | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $1.9B |
股东权益DOCUNOG
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.0B | $2.1B | ||
| Q3 25 | $2.0B | $2.2B | ||
| Q2 25 | $2.0B | $2.4B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.1B |
总资产DOCUNOG
| Q1 26 | — | $5.4B | ||
| Q4 25 | $4.0B | $5.4B | ||
| Q3 25 | $3.9B | $5.5B | ||
| Q2 25 | $3.9B | $5.7B | ||
| Q1 25 | — | $5.7B | ||
| Q4 24 | — | $5.6B | ||
| Q3 24 | — | $5.1B | ||
| Q2 24 | — | $4.7B |
负债/权益比DOCUNOG
| Q1 26 | — | — | ||
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 1.05× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 0.96× | ||
| Q4 24 | — | 1.02× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.91× |
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 | $312.6M |
| 自由现金流经营现金流 - 资本支出 | $262.9M | $43.2M |
| 自由现金流率自由现金流/营收 | 32.1% | 7.1% |
| 资本支出强度资本支出/营收 | 3.3% | 31.5% |
| 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DOCUNOG
| Q1 26 | — | $312.6M | ||
| Q4 25 | $290.3M | $312.6M | ||
| Q3 25 | $246.1M | $423.1M | ||
| Q2 25 | $251.4M | $362.1M | ||
| Q1 25 | — | $407.4M | ||
| Q4 24 | — | $290.3M | ||
| Q3 24 | — | $385.8M | ||
| Q2 24 | — | $340.5M |
自由现金流DOCUNOG
| Q1 26 | — | $43.2M | ||
| Q4 25 | $262.9M | — | ||
| Q3 25 | $217.6M | — | ||
| Q2 25 | $227.8M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率DOCUNOG
| Q1 26 | — | 7.1% | ||
| Q4 25 | 32.1% | — | ||
| Q3 25 | 27.2% | — | ||
| Q2 25 | 29.8% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度DOCUNOG
| Q1 26 | — | 31.5% | ||
| Q4 25 | 3.3% | — | ||
| Q3 25 | 3.6% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率DOCUNOG
| Q1 26 | — | — | ||
| Q4 25 | 3.47× | — | ||
| Q3 25 | 3.91× | — | ||
| Q2 25 | 3.49× | 3.64× | ||
| Q1 25 | — | 2.93× | ||
| Q4 24 | — | 4.05× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | 2.46× |
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% |
NOG
| Oil and Gas Sales | $447.7M | 73% |
| Gain on Commodity Derivatives, Net | $159.3M | 26% |
| Other Revenue | $3.1M | 1% |
