vs
Direct Digital Holdings, Inc.（DRCT）与FIRST US BANCSHARES, INC.（FUSB）财务数据对比。点击上方公司名可切换其他公司
FIRST US BANCSHARES, INC.的季度营收约是Direct Digital Holdings, Inc.的1.2倍（$10.4M vs $8.4M），FIRST US BANCSHARES, INC.净利率更高（20.4% vs -138.7%，领先159.1%），FIRST US BANCSHARES, INC.同比增速更快（7.1% vs -7.4%），过去两年FIRST US BANCSHARES, INC.的营收复合增速更高（2.6% vs -38.6%）
Devolver Digital是一家总部位于美国得克萨斯州奥斯汀的电子游戏发行商，专注于独立游戏发行业务。公司由奈杰尔·劳里等五名曾就职于知名游戏发行公司Gathering of Developers和Gamecock Media Group的高管，于2009年6月创立，以对开发者友好的合作模式著称。
第一美国银行控股公司是一家银行控股企业，核心子公司第一公民银行在美国23个州经营着超过500家网点，另一家子公司硅谷银行则在15个州设有39个办事处，是美国规模较大的银行机构之一，总部位于北卡罗来纳州罗利。
DRCT vs FUSB — 直观对比
营收规模更大
FUSB
是对方的1.2倍
$8.4M
营收增速更快
FUSB
高出14.5%
-7.4%
净利率更高
FUSB
高出159.1%
-138.7%
两年增速更快
FUSB
近两年复合增速
-38.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $8.4M | $10.4M |
| 净利润 | $-11.7M | $2.1M |
| 毛利率 | 26.8% | — |
| 营业利润率 | -53.4% | 28.1% |
| 净利率 | -138.7% | 20.4% |
| 营收同比 | -7.4% | 7.1% |
| 净利润同比 | -434.7% | 24.2% |
| 每股收益（稀释后） | $-74.97 | $0.36 |
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DRCTFUSB
| Q4 25 | $8.4M | $10.4M | ||
| Q3 25 | $8.0M | $10.5M | ||
| Q2 25 | $10.1M | $10.3M | ||
| Q1 25 | $8.2M | $9.8M | ||
| Q4 24 | $9.1M | $9.7M | ||
| Q3 24 | $9.1M | $10.1M | ||
| Q2 24 | $21.9M | $10.0M | ||
| Q1 24 | $22.3M | $9.9M |
净利润DRCTFUSB
| Q4 25 | $-11.7M | $2.1M | ||
| Q3 25 | $-2.7M | $1.9M | ||
| Q2 25 | $-2.2M | $155.0K | ||
| Q1 25 | $-2.4M | $1.8M | ||
| Q4 24 | $-2.2M | $1.7M | ||
| Q3 24 | $-2.7M | $2.2M | ||
| Q2 24 | $-590.0K | $2.1M | ||
| Q1 24 | $-775.0K | $2.1M |
毛利率DRCTFUSB
| Q4 25 | 26.8% | — | ||
| Q3 25 | 27.7% | — | ||
| Q2 25 | 35.1% | — | ||
| Q1 25 | 29.3% | — | ||
| Q4 24 | 32.5% | — | ||
| Q3 24 | 38.7% | — | ||
| Q2 24 | 27.1% | — | ||
| Q1 24 | 22.4% | — |
营业利润率DRCTFUSB
| Q4 25 | -53.4% | 28.1% | ||
| Q3 25 | -49.0% | 23.9% | ||
| Q2 25 | -23.9% | 1.6% | ||
| Q1 25 | -48.1% | 23.8% | ||
| Q4 24 | -51.8% | 23.8% | ||
| Q3 24 | -40.3% | 29.2% | ||
| Q2 24 | -9.4% | 27.4% | ||
| Q1 24 | -12.6% | 27.8% |
净利率DRCTFUSB
| Q4 25 | -138.7% | 20.4% | ||
| Q3 25 | -33.6% | 18.4% | ||
| Q2 25 | -22.2% | 1.5% | ||
| Q1 25 | -28.9% | 18.1% | ||
| Q4 24 | -24.0% | 17.6% | ||
| Q3 24 | -29.6% | 22.0% | ||
| Q2 24 | -2.7% | 21.2% | ||
| Q1 24 | -3.5% | 21.3% |
每股收益（稀释后）DRCTFUSB
| Q4 25 | $-74.97 | $0.36 | ||
| Q3 25 | $-0.24 | $0.32 | ||
| Q2 25 | $-0.23 | $0.03 | ||
| Q1 25 | $-0.35 | $0.29 | ||
| Q4 24 | $-90.17 | $0.29 | ||
| Q3 24 | $-0.71 | $0.36 | ||
| Q2 24 | $-0.16 | $0.34 | ||
| Q1 24 | $-0.22 | $0.34 |
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 | $728.0K | $73.5M |
| 总债务越低越好 | — | $10.9M |
| 股东权益账面价值 | $-7.0M | $105.6M |
| 总资产 | $20.2M | $1.2B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资DRCTFUSB
| Q4 25 | $728.0K | $73.5M | ||
| Q3 25 | $871.0K | $54.7M | ||
| Q2 25 | $1.6M | $54.0M | ||
| Q1 25 | $1.8M | $56.0M | ||
| Q4 24 | $1.4M | $47.2M | ||
| Q3 24 | $4.1M | $82.3M | ||
| Q2 24 | $1.1M | $58.2M | ||
| Q1 24 | $3.3M | $60.2M |
总债务DRCTFUSB
| Q4 25 | — | $10.9M | ||
| Q3 25 | $10.8M | $10.9M | ||
| Q2 25 | $33.5M | $10.9M | ||
| Q1 25 | $32.9M | $10.9M | ||
| Q4 24 | — | $10.9M | ||
| Q3 24 | $150.0K | $10.9M | ||
| Q2 24 | $34.8M | $10.8M | ||
| Q1 24 | $32.4M | $10.8M |
股东权益DRCTFUSB
| Q4 25 | $-7.0M | $105.6M | ||
| Q3 25 | $-6.7M | $104.2M | ||
| Q2 25 | $-24.6M | $101.9M | ||
| Q1 25 | $-23.3M | $101.2M | ||
| Q4 24 | $-19.7M | $98.6M | ||
| Q3 24 | $-16.7M | $98.5M | ||
| Q2 24 | $-10.5M | $93.8M | ||
| Q1 24 | $-7.5M | $92.3M |
总资产DRCTFUSB
| Q4 25 | $20.2M | $1.2B | ||
| Q3 25 | $22.5M | $1.1B | ||
| Q2 25 | $23.3M | $1.1B | ||
| Q1 25 | $23.8M | $1.1B | ||
| Q4 24 | $26.0M | $1.1B | ||
| Q3 24 | $31.3M | $1.1B | ||
| Q2 24 | $48.5M | $1.1B | ||
| Q1 24 | $52.8M | $1.1B |
负债/权益比DRCTFUSB
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.12× | ||
| Q1 24 | — | 0.12× |
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 | $-1.9M | $12.3M |
| 自由现金流经营现金流 - 资本支出 | — | $9.1M |
| 自由现金流率自由现金流/营收 | — | 87.2% |
| 资本支出强度资本支出/营收 | — | 31.1% |
| 现金转化率经营现金流/净利润 | — | 5.79× |
| 过去12个月自由现金流最近4个季度 | — | $16.0M |
8季度趋势，按日历期对齐
经营现金流DRCTFUSB
| Q4 25 | $-1.9M | $12.3M | ||
| Q3 25 | $-1.6M | $4.2M | ||
| Q2 25 | $-2.7M | $3.9M | ||
| Q1 25 | $-2.7M | $1.8M | ||
| Q4 24 | $-1.6M | $7.8M | ||
| Q3 24 | $3.0M | $1.9M | ||
| Q2 24 | $-4.4M | $2.5M | ||
| Q1 24 | $-5.7M | $825.0K |
自由现金流DRCTFUSB
| Q4 25 | — | $9.1M | ||
| Q3 25 | — | $3.6M | ||
| Q2 25 | — | $1.6M | ||
| Q1 25 | — | $1.7M | ||
| Q4 24 | — | $5.7M | ||
| Q3 24 | — | $1.3M | ||
| Q2 24 | — | $2.3M | ||
| Q1 24 | — | $-142.0K |
自由现金流率DRCTFUSB
| Q4 25 | — | 87.2% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | — | 16.0% | ||
| Q1 25 | — | 17.2% | ||
| Q4 24 | — | 58.2% | ||
| Q3 24 | — | 12.7% | ||
| Q2 24 | — | 23.5% | ||
| Q1 24 | — | -1.4% |
资本支出强度DRCTFUSB
| Q4 25 | — | 31.1% | ||
| Q3 25 | — | 5.9% | ||
| Q2 25 | — | 21.8% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | — | 21.6% | ||
| Q3 24 | — | 6.6% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | — | 9.8% |
现金转化率DRCTFUSB
| Q4 25 | — | 5.79× | ||
| Q3 25 | — | 2.18× | ||
| Q2 25 | — | 25.16× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | 4.53× | ||
| Q3 24 | — | 0.87× | ||
| Q2 24 | — | 1.20× | ||
| Q1 24 | — | 0.39× |
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
DRCT
| Buy Side Advertising | $8.2M | 98% |
| Other | $183.0K | 2% |
FUSB
暂无分部数据
