vs
DOCUSIGN, INC.（DOCU）与Simpson Manufacturing Co., Inc.（SSD）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Simpson Manufacturing Co., Inc.的1.4倍（$818.4M vs $588.0M），Simpson Manufacturing Co., Inc.净利率更高（15.0% vs 10.2%，领先4.8%），Simpson Manufacturing Co., Inc.同比增速更快（9.1% 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。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
DOCU vs SSD — 直观对比
营收规模更大
DOCU
是对方的1.4倍
$588.0M
营收增速更快
SSD
高出0.7%
8.4%
净利率更高
SSD
高出4.8%
10.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $818.4M | $588.0M |
| 净利润 | $83.7M | $88.2M |
| 毛利率 | 79.2% | 45.2% |
| 营业利润率 | 10.4% | 19.5% |
| 净利率 | 10.2% | 15.0% |
| 营收同比 | 8.4% | 9.1% |
| 净利润同比 | 34.1% | 13.3% |
| 每股收益（稀释后） | $0.40 | $2.13 |
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DOCUSSD
| Q1 26 | — | $588.0M | ||
| Q4 25 | $818.4M | $539.3M | ||
| Q3 25 | $800.6M | $623.5M | ||
| Q2 25 | $763.7M | $631.1M | ||
| Q1 25 | — | $538.9M | ||
| Q4 24 | — | $517.4M | ||
| Q3 24 | — | $587.2M | ||
| Q2 24 | — | $597.0M |
净利润DOCUSSD
| Q1 26 | — | $88.2M | ||
| Q4 25 | $83.7M | $56.2M | ||
| Q3 25 | $63.0M | $107.4M | ||
| Q2 25 | $72.1M | $103.5M | ||
| Q1 25 | — | $77.9M | ||
| Q4 24 | — | $55.4M | ||
| Q3 24 | — | $93.5M | ||
| Q2 24 | — | $97.8M |
毛利率DOCUSSD
| Q1 26 | — | 45.2% | ||
| Q4 25 | 79.2% | 43.4% | ||
| Q3 25 | 79.3% | 46.4% | ||
| Q2 25 | 79.4% | 46.7% | ||
| Q1 25 | — | 46.8% | ||
| Q4 24 | — | 44.0% | ||
| Q3 24 | — | 46.8% | ||
| Q2 24 | — | 46.7% |
营业利润率DOCUSSD
| Q1 26 | — | 19.5% | ||
| Q4 25 | 10.4% | 13.9% | ||
| Q3 25 | 8.1% | 22.6% | ||
| Q2 25 | 7.9% | 22.2% | ||
| Q1 25 | — | 19.0% | ||
| Q4 24 | — | 14.8% | ||
| Q3 24 | — | 21.3% | ||
| Q2 24 | — | 22.1% |
净利率DOCUSSD
| Q1 26 | — | 15.0% | ||
| Q4 25 | 10.2% | 10.4% | ||
| Q3 25 | 7.9% | 17.2% | ||
| Q2 25 | 9.4% | 16.4% | ||
| Q1 25 | — | 14.5% | ||
| Q4 24 | — | 10.7% | ||
| Q3 24 | — | 15.9% | ||
| Q2 24 | — | 16.4% |
每股收益（稀释后）DOCUSSD
| Q1 26 | — | $2.13 | ||
| Q4 25 | $0.40 | $1.34 | ||
| Q3 25 | $0.30 | $2.58 | ||
| Q2 25 | $0.34 | $2.47 | ||
| Q1 25 | — | $1.85 | ||
| Q4 24 | — | $1.31 | ||
| Q3 24 | — | $2.21 | ||
| Q2 24 | — | $2.31 |
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 | $341.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $2.1B |
| 总资产 | $4.0B | $3.0B |
| 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DOCUSSD
| Q1 26 | — | $341.0M | ||
| Q4 25 | $583.3M | $384.1M | ||
| Q3 25 | $600.0M | $297.3M | ||
| Q2 25 | $657.4M | $190.4M | ||
| Q1 25 | — | $150.3M | ||
| Q4 24 | — | $239.4M | ||
| Q3 24 | — | $339.4M | ||
| Q2 24 | — | $354.9M |
总债务DOCUSSD
| Q1 26 | — | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M |
股东权益DOCUSSD
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.0B | $2.0B | ||
| Q3 25 | $2.0B | $2.0B | ||
| Q2 25 | $2.0B | $1.9B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.8B |
总资产DOCUSSD
| Q1 26 | — | $3.0B | ||
| Q4 25 | $4.0B | $3.1B | ||
| Q3 25 | $3.9B | $3.0B | ||
| Q2 25 | $3.9B | $3.0B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
负债/权益比DOCUSSD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× |
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DOCUSSD
| Q1 26 | — | — | ||
| Q4 25 | $290.3M | $155.7M | ||
| Q3 25 | $246.1M | $170.2M | ||
| Q2 25 | $251.4M | $125.2M | ||
| Q1 25 | — | $7.6M | ||
| Q4 24 | — | $115.8M | ||
| Q3 24 | — | $103.3M | ||
| Q2 24 | — | $111.1M |
自由现金流DOCUSSD
| Q1 26 | — | — | ||
| Q4 25 | $262.9M | $119.0M | ||
| Q3 25 | $217.6M | $133.9M | ||
| Q2 25 | $227.8M | $87.3M | ||
| Q1 25 | — | $-42.6M | ||
| Q4 24 | — | $60.3M | ||
| Q3 24 | — | $58.1M | ||
| Q2 24 | — | $70.9M |
自由现金流率DOCUSSD
| Q1 26 | — | — | ||
| Q4 25 | 32.1% | 22.1% | ||
| Q3 25 | 27.2% | 21.5% | ||
| Q2 25 | 29.8% | 13.8% | ||
| Q1 25 | — | -7.9% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 9.9% | ||
| Q2 24 | — | 11.9% |
资本支出强度DOCUSSD
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | 6.8% | ||
| Q3 25 | 3.6% | 5.8% | ||
| Q2 25 | 3.1% | 6.0% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | — | 10.7% | ||
| Q3 24 | — | 7.7% | ||
| Q2 24 | — | 6.7% |
现金转化率DOCUSSD
| Q1 26 | — | — | ||
| Q4 25 | 3.47× | 2.77× | ||
| Q3 25 | 3.91× | 1.58× | ||
| Q2 25 | 3.49× | 1.21× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | — | 1.10× | ||
| Q2 24 | — | 1.14× |
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% |
SSD
暂无分部数据
