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DOMO, INC.(DOMO)与SmartStop Self Storage REIT, Inc.(SMA)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SmartStop Self Storage REIT, Inc.的1.0倍($79.4M vs $78.4M),SmartStop Self Storage REIT, Inc.净利率更高(3.8% vs -13.1%,领先16.9%),SmartStop Self Storage REIT, Inc.同比增速更快(29.4% vs -0.5%),过去两年SmartStop Self Storage REIT, Inc.的营收复合增速更高(17.3% 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。
SmartStop Self Storage REIT, Inc.是一家专注于持有、运营及收购优质自助仓储物业的房地产投资信托,业务覆盖美国多州与加拿大部分省份,为居民及商业客户提供安全灵活的个人物品、企业库存及季节性物品存储服务。
DOMO vs SMA — 直观对比
营收规模更大
DOMO
是对方的1.0倍
$78.4M
营收增速更快
SMA
高出29.8%
-0.5%
净利率更高
SMA
高出16.9%
-13.1%
两年增速更快
SMA
近两年复合增速
-0.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $79.4M | $78.4M |
| 净利润 | $-10.4M | $3.0M |
| 毛利率 | 74.2% | 61.2% |
| 营业利润率 | -8.7% | 24.0% |
| 净利率 | -13.1% | 3.8% |
| 营收同比 | -0.5% | 29.4% |
| 净利润同比 | 44.6% | 2080.0% |
| 每股收益(稀释后) | $-0.25 | — |
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
SMA
| Q4 25 | $79.4M | $78.4M | ||
| Q3 25 | $79.7M | $70.4M | ||
| Q2 25 | $80.1M | $66.8M | ||
| Q1 25 | $78.8M | $65.4M | ||
| Q4 24 | $79.8M | $60.6M | ||
| Q3 24 | $78.4M | $60.2M | ||
| Q2 24 | $80.1M | $59.2M | ||
| Q1 24 | $80.2M | $57.0M |
净利润
DOMO
SMA
| Q4 25 | $-10.4M | $3.0M | ||
| Q3 25 | $-22.9M | $5.2M | ||
| Q2 25 | $-18.1M | $-4.8M | ||
| Q1 25 | $-17.7M | $-5.5M | ||
| Q4 24 | $-18.8M | $-150.0K | ||
| Q3 24 | $-19.5M | $-6.2M | ||
| Q2 24 | $-26.0M | $-705.0K | ||
| Q1 24 | $-18.7M | $-1.6M |
毛利率
DOMO
SMA
| Q4 25 | 74.2% | 61.2% | ||
| Q3 25 | 74.8% | 60.9% | ||
| Q2 25 | 74.2% | 59.3% | ||
| Q1 25 | 74.4% | 64.1% | ||
| Q4 24 | 75.0% | 66.3% | ||
| Q3 24 | 74.3% | 64.8% | ||
| Q2 24 | 74.1% | 66.4% | ||
| Q1 24 | 76.3% | 65.1% |
营业利润率
DOMO
SMA
| Q4 25 | -8.7% | 24.0% | ||
| Q3 25 | -9.1% | 18.1% | ||
| Q2 25 | -17.9% | 15.4% | ||
| Q1 25 | -15.6% | 26.3% | ||
| Q4 24 | -13.9% | 29.4% | ||
| Q3 24 | -18.5% | 29.4% | ||
| Q2 24 | -26.8% | 29.9% | ||
| Q1 24 | -16.6% | 28.0% |
净利率
DOMO
SMA
| Q4 25 | -13.1% | 3.8% | ||
| Q3 25 | -28.8% | 7.4% | ||
| Q2 25 | -22.5% | -7.2% | ||
| Q1 25 | -22.4% | -8.3% | ||
| Q4 24 | -23.5% | -0.2% | ||
| Q3 24 | -24.9% | -10.3% | ||
| Q2 24 | -32.5% | -1.2% | ||
| Q1 24 | -23.3% | -2.9% |
每股收益(稀释后)
DOMO
SMA
| Q4 25 | $-0.25 | — | ||
| Q3 25 | $-0.56 | $0.09 | ||
| Q2 25 | $-0.45 | $-0.16 | ||
| Q1 25 | $-0.45 | $-0.35 | ||
| Q4 24 | $-0.48 | — | ||
| Q3 24 | $-0.51 | $-0.26 | ||
| Q2 24 | $-0.69 | $-0.16 | ||
| Q1 24 | $-0.51 | $-0.20 |
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 | — | $54.2M |
| 总债务越低越好 | $124.2M | — |
| 股东权益账面价值 | $-191.9M | $1.2B |
| 总资产 | $201.6M | $2.4B |
| 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
DOMO
SMA
| Q4 25 | — | $54.2M | ||
| Q3 25 | — | $47.8M | ||
| Q2 25 | $47.2M | $37.7M | ||
| Q1 25 | $45.3M | $35.2M | ||
| Q4 24 | — | $23.1M | ||
| Q3 24 | — | $36.7M | ||
| Q2 24 | $61.2M | $34.7M | ||
| Q1 24 | $60.9M | $39.2M |
总债务
DOMO
SMA
| Q4 25 | $124.2M | — | ||
| Q3 25 | $121.9M | — | ||
| Q2 25 | $119.7M | — | ||
| Q1 25 | $117.7M | — | ||
| Q4 24 | $115.6M | — | ||
| Q3 24 | $115.2M | — | ||
| Q2 24 | $114.1M | — | ||
| Q1 24 | $113.5M | — |
股东权益
DOMO
SMA
| Q4 25 | $-191.9M | $1.2B | ||
| Q3 25 | $-191.5M | $1.2B | ||
| Q2 25 | $-178.7M | $1.2B | ||
| Q1 25 | $-177.2M | $303.0M | ||
| Q4 24 | $-171.2M | $325.7M | ||
| Q3 24 | $-166.4M | $343.9M | ||
| Q2 24 | $-163.5M | $365.8M | ||
| Q1 24 | $-153.5M | $384.8M |
总资产
DOMO
SMA
| Q4 25 | $201.6M | $2.4B | ||
| Q3 25 | $195.7M | $2.4B | ||
| Q2 25 | $189.7M | $2.3B | ||
| Q1 25 | $214.3M | $2.1B | ||
| Q4 24 | $190.2M | $2.0B | ||
| Q3 24 | $197.8M | $1.9B | ||
| Q2 24 | $204.4M | $1.9B | ||
| Q1 24 | $225.7M | $1.9B |
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 | $85.0M |
| 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 | — | 28.61× |
| 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
SMA
| Q4 25 | $3.4M | $85.0M | ||
| Q3 25 | $3.4M | $52.1M | ||
| Q2 25 | $4.0M | $8.0M | ||
| Q1 25 | $8.9M | $10.6M | ||
| Q4 24 | $-13.7M | $64.0M | ||
| Q3 24 | $-6.2M | $21.7M | ||
| Q2 24 | $1.9M | $17.3M | ||
| Q1 24 | $5.4M | $14.4M |
自由现金流
DOMO
SMA
| 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 | — | ||
| Q1 24 | $2.9M | — |
自由现金流率
DOMO
SMA
| 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% | — | ||
| Q1 24 | 3.6% | — |
资本支出强度
DOMO
SMA
| 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% | — | ||
| Q1 24 | 3.1% | — |
现金转化率
DOMO
SMA
| Q4 25 | — | 28.61× | ||
| Q3 25 | — | 9.96× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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% |
SMA
| Self Storage Rental Revenue | $62.0M | 79% |
| Other | $11.9M | 15% |
| Ancillary Operating Revenue | $2.9M | 4% |
| Asset Management1 | $1.7M | 2% |