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DOCUSIGN, INC.(DOCU)与Privia Health Group, Inc.(PRVA)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Privia Health Group, Inc.的1.4倍($818.4M vs $603.8M),DOCUSIGN, INC.净利率更高(10.2% vs 0.6%,领先9.6%),Privia Health Group, Inc.同比增速更快(25.8% vs 8.4%)
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。
Privia Health Group, Inc.是总部位于美国的医疗科技与服务企业,为独立诊所、医疗系统和医疗支付方提供价值导向型医疗解决方案,涵盖人群健康管理、患者互动平台、护理协调支持及行政流程优化工具,助力提升诊疗效果、降低医疗参与方运营成本。
DOCU vs PRVA — 直观对比
营收规模更大
DOCU
是对方的1.4倍
$603.8M
营收增速更快
PRVA
高出17.4%
8.4%
净利率更高
DOCU
高出9.6%
0.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $818.4M | $603.8M |
| 净利润 | $83.7M | $3.7M |
| 毛利率 | 79.2% | 20.8% |
| 营业利润率 | 10.4% | 1.2% |
| 净利率 | 10.2% | 0.6% |
| 营收同比 | 8.4% | 25.8% |
| 净利润同比 | 34.1% | -27.4% |
| 每股收益(稀释后) | $0.40 | $0.02 |
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
PRVA
| Q1 26 | — | $603.8M | ||
| Q4 25 | $818.4M | $541.2M | ||
| Q3 25 | $800.6M | $580.4M | ||
| Q2 25 | $763.7M | $521.2M | ||
| Q1 25 | — | $480.1M | ||
| Q4 24 | — | $460.9M | ||
| Q3 24 | — | $437.9M | ||
| Q2 24 | — | $422.3M |
净利润
DOCU
PRVA
| Q1 26 | — | $3.7M | ||
| Q4 25 | $83.7M | $9.2M | ||
| Q3 25 | $63.0M | $6.9M | ||
| Q2 25 | $72.1M | $2.7M | ||
| Q1 25 | — | $4.2M | ||
| Q4 24 | — | $4.4M | ||
| Q3 24 | — | $3.5M | ||
| Q2 24 | — | $3.5M |
毛利率
DOCU
PRVA
| Q1 26 | — | 20.8% | ||
| 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
PRVA
| Q1 26 | — | 1.2% | ||
| Q4 25 | 10.4% | 2.1% | ||
| Q3 25 | 8.1% | 2.5% | ||
| Q2 25 | 7.9% | 0.6% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 1.2% |
净利率
DOCU
PRVA
| Q1 26 | — | 0.6% | ||
| Q4 25 | 10.2% | 1.7% | ||
| Q3 25 | 7.9% | 1.2% | ||
| Q2 25 | 9.4% | 0.5% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 0.8% |
每股收益(稀释后)
DOCU
PRVA
| Q1 26 | — | $0.02 | ||
| Q4 25 | $0.40 | $0.08 | ||
| Q3 25 | $0.30 | $0.05 | ||
| Q2 25 | $0.34 | $0.02 | ||
| Q1 25 | — | $0.03 | ||
| Q4 24 | — | $0.03 | ||
| Q3 24 | — | $0.03 | ||
| Q2 24 | — | $0.03 |
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 | $419.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $805.9M |
| 总资产 | $4.0B | $1.4B |
| 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
DOCU
PRVA
| Q1 26 | — | $419.5M | ||
| Q4 25 | $583.3M | $479.7M | ||
| Q3 25 | $600.0M | $441.4M | ||
| Q2 25 | $657.4M | $390.1M | ||
| Q1 25 | — | $469.3M | ||
| Q4 24 | — | $491.1M | ||
| Q3 24 | — | $422.0M | ||
| Q2 24 | — | $387.4M |
股东权益
DOCU
PRVA
| Q1 26 | — | $805.9M | ||
| Q4 25 | $2.0B | $737.2M | ||
| Q3 25 | $2.0B | $709.1M | ||
| Q2 25 | $2.0B | $682.9M | ||
| Q1 25 | — | $659.4M | ||
| Q4 24 | — | $635.2M | ||
| Q3 24 | — | $614.9M | ||
| Q2 24 | — | $595.4M |
总资产
DOCU
PRVA
| Q1 26 | — | $1.4B | ||
| Q4 25 | $4.0B | $1.4B | ||
| Q3 25 | $3.9B | $1.4B | ||
| Q2 25 | $3.9B | $1.3B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B |
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 | $-49.5M |
| 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× | -13.33× |
| 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
PRVA
| Q1 26 | — | $-49.5M | ||
| Q4 25 | $290.3M | $127.5M | ||
| Q3 25 | $246.1M | $52.0M | ||
| Q2 25 | $251.4M | $8.0M | ||
| Q1 25 | — | $-24.1M | ||
| Q4 24 | — | $74.8M | ||
| Q3 24 | — | $33.2M | ||
| Q2 24 | — | $34.5M |
自由现金流
DOCU
PRVA
| Q1 26 | — | — | ||
| 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
DOCU
PRVA
| Q1 26 | — | — | ||
| 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
DOCU
PRVA
| Q1 26 | — | — | ||
| 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
DOCU
PRVA
| Q1 26 | — | -13.33× | ||
| Q4 25 | 3.47× | 13.93× | ||
| Q3 25 | 3.91× | 7.58× | ||
| Q2 25 | 3.49× | 2.97× | ||
| Q1 25 | — | -5.70× | ||
| Q4 24 | — | 17.00× | ||
| Q3 24 | — | 9.38× | ||
| Q2 24 | — | 9.94× |
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% |
PRVA
| FFS-patient care | $391.1M | 65% |
| Capitated revenue | $86.1M | 14% |
| Other | $75.0M | 12% |
| FFS-administrative services | $31.4M | 5% |
| Care management fees (PMPM) | $17.9M | 3% |
| Other revenue | $2.3M | 0% |