vs
DOMO, INC.(DOMO)与NETSTREIT Corp.(NTST)财务数据对比。点击上方公司名可切换其他公司
DOMO, INC.的季度营收约是NETSTREIT Corp.的1.4倍($79.4M vs $57.1M),NETSTREIT Corp.净利率更高(10.0% vs -13.1%,领先23.1%),NETSTREIT Corp.同比增速更快(24.3% vs -0.5%),过去两年NETSTREIT Corp.的营收复合增速更高(20.1% vs -0.5%)
Domo股份有限公司是总部设在美国犹他州美国福克的美国云软件企业,主营人工智能、商业智能与数据可视化业务,属于SaaS(软件即服务)企业,核心产品可帮助企业各层级决策者在极少IT介入的情况下,实时获取业务数据,支撑决策开展。
NETSTREIT Corp.是一家总部位于美国的房地产投资信托(REIT),专注于收购和运营多元化的单租户净租赁商业物业组合,资产涵盖零售、工业、办公类别,主要服务于美国市场的投资级企业租户。
DOMO vs NTST — 直观对比
营收规模更大
DOMO
是对方的1.4倍
$57.1M
营收增速更快
NTST
高出24.7%
-0.5%
净利率更高
NTST
高出23.1%
-13.1%
两年增速更快
NTST
近两年复合增速
-0.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $79.4M | $57.1M |
| 净利润 | $-10.4M | $5.7M |
| 毛利率 | 74.2% | — |
| 营业利润率 | -8.7% | 34.1% |
| 净利率 | -13.1% | 10.0% |
| 营收同比 | -0.5% | 24.3% |
| 净利润同比 | 44.6% | 235.9% |
| 每股收益(稀释后) | $-0.25 | $0.32 |
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
DOMO
NTST
| Q1 26 | — | $57.1M | ||
| Q4 25 | $79.4M | $52.5M | ||
| Q3 25 | $79.7M | $48.3M | ||
| Q2 25 | $80.1M | $48.3M | ||
| Q1 25 | $78.8M | $45.9M | ||
| Q4 24 | $79.8M | $44.1M | ||
| Q3 24 | $78.4M | $41.4M | ||
| Q2 24 | $80.1M | $39.6M |
净利润
DOMO
NTST
| Q1 26 | — | $5.7M | ||
| Q4 25 | $-10.4M | $1.3M | ||
| Q3 25 | $-22.9M | $618.0K | ||
| Q2 25 | $-18.1M | $3.3M | ||
| Q1 25 | $-17.7M | $1.7M | ||
| Q4 24 | $-18.8M | $-5.4M | ||
| Q3 24 | $-19.5M | $-5.3M | ||
| Q2 24 | $-26.0M | $-2.3M |
毛利率
DOMO
NTST
| Q1 26 | — | — | ||
| Q4 25 | 74.2% | — | ||
| Q3 25 | 74.8% | — | ||
| Q2 25 | 74.2% | — | ||
| Q1 25 | 74.4% | — | ||
| Q4 24 | 75.0% | — | ||
| Q3 24 | 74.3% | — | ||
| Q2 24 | 74.1% | — |
营业利润率
DOMO
NTST
| Q1 26 | — | 34.1% | ||
| Q4 25 | -8.7% | 2.6% | ||
| Q3 25 | -9.1% | 1.3% | ||
| Q2 25 | -17.9% | 6.8% | ||
| Q1 25 | -15.6% | 3.7% | ||
| Q4 24 | -13.9% | -12.3% | ||
| Q3 24 | -18.5% | -12.8% | ||
| Q2 24 | -26.8% | -5.8% |
净利率
DOMO
NTST
| Q1 26 | — | 10.0% | ||
| Q4 25 | -13.1% | 2.5% | ||
| Q3 25 | -28.8% | 1.3% | ||
| Q2 25 | -22.5% | 6.8% | ||
| Q1 25 | -22.4% | 3.7% | ||
| Q4 24 | -23.5% | -12.3% | ||
| Q3 24 | -24.9% | -12.8% | ||
| Q2 24 | -32.5% | -5.8% |
每股收益(稀释后)
DOMO
NTST
| Q1 26 | — | $0.32 | ||
| Q4 25 | $-0.25 | $0.01 | ||
| Q3 25 | $-0.56 | $0.01 | ||
| Q2 25 | $-0.45 | $0.04 | ||
| Q1 25 | $-0.45 | $0.02 | ||
| Q4 24 | $-0.48 | $-0.07 | ||
| Q3 24 | $-0.51 | $-0.07 | ||
| Q2 24 | $-0.69 | $-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 | — | — |
| 总债务越低越好 | $124.2M | — |
| 股东权益账面价值 | $-191.9M | $1.5B |
| 总资产 | $201.6M | $2.8B |
| 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
DOMO
NTST
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $47.2M | — | ||
| Q1 25 | $45.3M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $61.2M | — |
总债务
DOMO
NTST
| Q1 26 | — | — | ||
| Q4 25 | $124.2M | $1.1B | ||
| Q3 25 | $121.9M | $1.1B | ||
| Q2 25 | $119.7M | $926.6M | ||
| Q1 25 | $117.7M | $913.3M | ||
| Q4 24 | $115.6M | $868.3M | ||
| Q3 24 | $115.2M | $778.7M | ||
| Q2 24 | $114.1M | $726.2M |
股东权益
DOMO
NTST
| Q1 26 | — | $1.5B | ||
| Q4 25 | $-191.9M | $1.4B | ||
| Q3 25 | $-191.5M | $1.3B | ||
| Q2 25 | $-178.7M | $1.3B | ||
| Q1 25 | $-177.2M | $1.3B | ||
| Q4 24 | $-171.2M | $1.3B | ||
| Q3 24 | $-166.4M | $1.3B | ||
| Q2 24 | $-163.5M | $1.3B |
总资产
DOMO
NTST
| Q1 26 | — | $2.8B | ||
| Q4 25 | $201.6M | $2.6B | ||
| Q3 25 | $195.7M | $2.5B | ||
| Q2 25 | $189.7M | $2.3B | ||
| Q1 25 | $214.3M | $2.3B | ||
| Q4 24 | $190.2M | $2.3B | ||
| Q3 24 | $197.8M | $2.2B | ||
| Q2 24 | $204.4M | $2.1B |
负债/权益比
DOMO
NTST
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.84× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.55× |
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 | $3.4M | — |
| 自由现金流经营现金流 - 资本支出 | $1.1M | — |
| 自由现金流率自由现金流/营收 | 1.4% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $9.9M | — |
8季度趋势,按日历期对齐
经营现金流
DOMO
NTST
| Q1 26 | — | — | ||
| Q4 25 | $3.4M | $109.5M | ||
| Q3 25 | $3.4M | $28.0M | ||
| Q2 25 | $4.0M | $30.6M | ||
| Q1 25 | $8.9M | $22.1M | ||
| Q4 24 | $-13.7M | $90.2M | ||
| Q3 24 | $-6.2M | $25.1M | ||
| Q2 24 | $1.9M | $25.4M |
自由现金流
DOMO
NTST
| Q1 26 | — | — | ||
| Q4 25 | $1.1M | — | ||
| Q3 25 | $1.0M | — | ||
| Q2 25 | $1.0M | — | ||
| Q1 25 | $6.7M | — | ||
| Q4 24 | $-16.2M | — | ||
| Q3 24 | $-8.4M | — | ||
| Q2 24 | $-625.0K | — |
自由现金流率
DOMO
NTST
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | 8.5% | — | ||
| Q4 24 | -20.3% | — | ||
| Q3 24 | -10.7% | — | ||
| Q2 24 | -0.8% | — |
资本支出强度
DOMO
NTST
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | — | ||
| Q3 25 | 2.9% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 2.8% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 2.8% | — | ||
| Q2 24 | 3.2% | — |
现金转化率
DOMO
NTST
| Q1 26 | — | — | ||
| Q4 25 | — | 82.46× | ||
| Q3 25 | — | 45.27× | ||
| Q2 25 | — | 9.36× | ||
| Q1 25 | — | 13.06× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
DOMO
| Subscription | $71.9M | 91% |
| Professional Servicesand Other | $7.5M | 9% |
NTST
| Rental revenue (including reimbursable) | $54.0M | 95% |
| Other | $3.0M | 5% |