vs
DoubleVerify Holdings, Inc.（DV）与J&J SNACK FOODS CORP（JJSF）财务数据对比。点击上方公司名可切换其他公司
J&J SNACK FOODS CORP的季度营收约是DoubleVerify Holdings, Inc.的1.9倍（$343.8M vs $180.8M），DoubleVerify Holdings, Inc.净利率更高（3.5% vs 0.3%，领先3.3%），DoubleVerify Holdings, Inc.同比增速更快（9.6% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $-6.4M），过去两年DoubleVerify Holdings, Inc.的营收复合增速更高（7.7% vs -2.2%）
DoubleVerify Holdings是一家专注于媒体测量、分析及验证的技术服务商，核心业务为品牌安全、广告可见度、反广告欺诈等，帮助广告主、发布商及平台方优化数字广告投放效果，保障营销投入的ROI，业务覆盖全球多个市场。
强生休闲食品公司（J&J Snack Foods Corp.）是美国知名的品牌休闲食品与冷冻饮品生产商、营销商及分销商，总部位于新泽西州芒特劳雷尔，在全美44个州、墨西哥及加拿大设有超175个生产、仓储及配送设施，于纳斯达克全球精选市场上市，业务覆盖国内外市场。
DV vs JJSF — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $180.8M | $343.8M |
| 净利润 | $6.4M | $883.0K |
| 毛利率 | — | 27.9% |
| 营业利润率 | 8.6% | 0.2% |
| 净利率 | 3.5% | 0.3% |
| 营收同比 | 9.6% | -5.2% |
| 净利润同比 | 171.5% | -82.8% |
| 每股收益（稀释后） | $0.04 | $0.05 |
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
| Q1 26 | $180.8M | — | ||
| Q4 25 | $205.6M | $343.8M | ||
| Q3 25 | $188.6M | $410.2M | ||
| Q2 25 | $189.0M | $454.3M | ||
| Q1 25 | $165.1M | $356.1M | ||
| Q4 24 | $190.6M | $362.6M | ||
| Q3 24 | $169.6M | $426.8M | ||
| Q2 24 | $155.9M | $440.0M |
| Q1 26 | $6.4M | — | ||
| Q4 25 | $29.3M | $883.0K | ||
| Q3 25 | $10.2M | $11.4M | ||
| Q2 25 | $8.8M | $44.2M | ||
| Q1 25 | $2.4M | $4.8M | ||
| Q4 24 | $23.4M | $5.1M | ||
| Q3 24 | $18.2M | $29.6M | ||
| Q2 24 | $7.5M | $36.3M |
| Q1 26 | — | — | ||
| Q4 25 | 82.5% | 27.9% | ||
| Q3 25 | 82.3% | 31.7% | ||
| Q2 25 | 82.5% | 33.0% | ||
| Q1 25 | 81.2% | 26.9% | ||
| Q4 24 | 82.0% | 25.9% | ||
| Q3 24 | 82.6% | 31.8% | ||
| Q2 24 | 83.3% | 33.6% |
| Q1 26 | 8.6% | — | ||
| Q4 25 | 18.4% | 0.2% | ||
| Q3 25 | 11.2% | 2.8% | ||
| Q2 25 | 7.2% | 13.3% | ||
| Q1 25 | 4.1% | 1.7% | ||
| Q4 24 | 20.3% | 1.7% | ||
| Q3 24 | 15.2% | 9.3% | ||
| Q2 24 | 7.1% | 11.4% |
| Q1 26 | 3.5% | — | ||
| Q4 25 | 14.3% | 0.3% | ||
| Q3 25 | 5.4% | 2.8% | ||
| Q2 25 | 4.6% | 9.7% | ||
| Q1 25 | 1.4% | 1.4% | ||
| Q4 24 | 12.3% | 1.4% | ||
| Q3 24 | 10.7% | 6.9% | ||
| Q2 24 | 4.8% | 8.3% |
| Q1 26 | $0.04 | — | ||
| Q4 25 | $0.18 | $0.05 | ||
| Q3 25 | $0.06 | $0.59 | ||
| Q2 25 | $0.05 | $2.26 | ||
| Q1 25 | $0.01 | $0.25 | ||
| Q4 24 | $0.14 | $0.26 | ||
| Q3 24 | $0.10 | $1.52 | ||
| Q2 24 | $0.04 | $1.87 |
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 | $173.8M | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $912.9M |
| 总资产 | $1.3B | $1.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $173.8M | — | ||
| Q4 25 | $259.0M | $66.8M | ||
| Q3 25 | $200.7M | $105.9M | ||
| Q2 25 | $216.8M | $77.4M | ||
| Q1 25 | $174.3M | $48.5M | ||
| Q4 24 | $310.6M | $73.6M | ||
| Q3 24 | $362.6M | $73.4M | ||
| Q2 24 | $338.8M | $64.0M |
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $912.9M | ||
| Q3 25 | $1.1B | $966.7M | ||
| Q2 25 | $1.1B | $969.9M | ||
| Q1 25 | $1.0B | $935.0M | ||
| Q4 24 | $1.1B | $946.8M | ||
| Q3 24 | $1.1B | $957.0M | ||
| Q2 24 | $1.1B | $937.9M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.3B | $1.4B |
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 | $4.2M | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $-6.4M | $17.0M |
| 自由现金流率自由现金流/营收 | -3.5% | 4.9% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | 0.65× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $134.9M | $83.1M |
8季度趋势，按日历期对齐
| Q1 26 | $4.2M | — | ||
| Q4 25 | $72.7M | $36.0M | ||
| Q3 25 | $51.2M | $66.4M | ||
| Q2 25 | $49.6M | $51.2M | ||
| Q1 25 | $37.7M | $12.3M | ||
| Q4 24 | $37.4M | $35.2M | ||
| Q3 24 | $54.6M | $46.3M | ||
| Q2 24 | $35.9M | $65.0M |
| Q1 26 | $-6.4M | — | ||
| Q4 25 | $62.1M | $17.0M | ||
| Q3 25 | $39.0M | $44.8M | ||
| Q2 25 | $40.1M | $28.5M | ||
| Q1 25 | $31.4M | $-7.2M | ||
| Q4 24 | $30.0M | $16.1M | ||
| Q3 24 | $48.4M | $29.1M | ||
| Q2 24 | $28.7M | $45.3M |
| Q1 26 | -3.5% | — | ||
| Q4 25 | 30.2% | 4.9% | ||
| Q3 25 | 20.7% | 10.9% | ||
| Q2 25 | 21.2% | 6.3% | ||
| Q1 25 | 19.0% | -2.0% | ||
| Q4 24 | 15.8% | 4.4% | ||
| Q3 24 | 28.5% | 6.8% | ||
| Q2 24 | 18.4% | 10.3% |
| Q1 26 | — | — | ||
| Q4 25 | 5.1% | 5.5% | ||
| Q3 25 | 6.4% | 5.3% | ||
| Q2 25 | 5.0% | 5.0% | ||
| Q1 25 | 3.8% | 5.5% | ||
| Q4 24 | 3.9% | 5.3% | ||
| Q3 24 | 3.7% | 4.0% | ||
| Q2 24 | 4.6% | 4.5% |
| Q1 26 | 0.65× | — | ||
| Q4 25 | 2.48× | 40.73× | ||
| Q3 25 | 5.02× | 5.84× | ||
| Q2 25 | 5.66× | 1.16× | ||
| Q1 25 | 15.95× | 2.55× | ||
| Q4 24 | 1.60× | 6.84× | ||
| Q3 24 | 3.00× | 1.56× | ||
| Q2 24 | 4.80× | 1.79× |
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
DV
| Activation | $100.5M | 56% |
| Measurement | $61.8M | 34% |
| Supply-side | $18.5M | 10% |
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
