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DoubleVerify Holdings, Inc.（DV）与Kosmos Energy Ltd.（KOS）财务数据对比。点击上方公司名可切换其他公司
Kosmos Energy Ltd.的季度营收约是DoubleVerify Holdings, Inc.的1.4倍（$294.6M vs $205.6M），DoubleVerify Holdings, Inc.同比增速更快（7.9% vs -25.9%），过去两年DoubleVerify Holdings, Inc.的营收复合增速更高（20.8% vs -16.5%）
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。
科斯莫斯能源是一家美国上游石油企业，总部位于得克萨斯州达拉斯。公司目前在加纳、赤道几内亚近海以及墨西哥湾开展油气生产与开发业务，在毛里塔尼亚、塞内加尔近海拥有开发项目，还在纳米比亚、圣多美和普林西比、苏里南近海持有勘探许可。
DV vs KOS — 直观对比
营收规模更大
KOS
是对方的1.4倍
$205.6M
营收增速更快
DV
高出33.7%
-25.9%
两年增速更快
DV
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $205.6M | $294.6M |
| 净利润 | $29.3M | — |
| 毛利率 | 82.5% | — |
| 营业利润率 | 18.4% | -125.7% |
| 净利率 | 14.3% | — |
| 营收同比 | 7.9% | -25.9% |
| 净利润同比 | 25.3% | — |
| 每股收益（稀释后） | $0.18 | $-0.80 |
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DVKOS
| Q4 25 | $205.6M | $294.6M | ||
| Q3 25 | $188.6M | $311.0M | ||
| Q2 25 | $189.0M | $392.6M | ||
| Q1 25 | $165.1M | $290.1M | ||
| Q4 24 | $190.6M | $397.6M | ||
| Q3 24 | $169.6M | $407.8M | ||
| Q2 24 | $155.9M | $447.8M | ||
| Q1 24 | $140.8M | $422.3M |
净利润DVKOS
| Q4 25 | $29.3M | — | ||
| Q3 25 | $10.2M | $-124.3M | ||
| Q2 25 | $8.8M | $-87.7M | ||
| Q1 25 | $2.4M | $-110.6M | ||
| Q4 24 | $23.4M | — | ||
| Q3 24 | $18.2M | $45.0M | ||
| Q2 24 | $7.5M | $59.8M | ||
| Q1 24 | $7.2M | $91.7M |
毛利率DVKOS
| Q4 25 | 82.5% | — | ||
| Q3 25 | 82.3% | — | ||
| Q2 25 | 82.5% | — | ||
| Q1 25 | 81.2% | — | ||
| Q4 24 | 82.0% | — | ||
| Q3 24 | 82.6% | — | ||
| Q2 24 | 83.3% | — | ||
| Q1 24 | 81.1% | — |
营业利润率DVKOS
| Q4 25 | 18.4% | -125.7% | ||
| Q3 25 | 11.2% | -34.2% | ||
| Q2 25 | 7.2% | -16.2% | ||
| Q1 25 | 4.1% | -32.4% | ||
| Q4 24 | 20.3% | -8.5% | ||
| Q3 24 | 15.2% | 26.1% | ||
| Q2 24 | 7.1% | 30.2% | ||
| Q1 24 | 4.9% | 33.6% |
净利率DVKOS
| Q4 25 | 14.3% | — | ||
| Q3 25 | 5.4% | -40.0% | ||
| Q2 25 | 4.6% | -22.3% | ||
| Q1 25 | 1.4% | -38.1% | ||
| Q4 24 | 12.3% | — | ||
| Q3 24 | 10.7% | 11.0% | ||
| Q2 24 | 4.8% | 13.3% | ||
| Q1 24 | 5.1% | 21.7% |
每股收益（稀释后）DVKOS
| Q4 25 | $0.18 | $-0.80 | ||
| Q3 25 | $0.06 | $-0.26 | ||
| Q2 25 | $0.05 | $-0.18 | ||
| Q1 25 | $0.01 | $-0.23 | ||
| Q4 24 | $0.14 | $0.00 | ||
| Q3 24 | $0.10 | $0.09 | ||
| Q2 24 | $0.04 | $0.12 | ||
| Q1 24 | $0.04 | $0.19 |
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 | $259.0M | $91.5M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $1.1B | $528.6M |
| 总资产 | $1.4B | $4.7B |
| 负债/权益比越低杠杆越低 | — | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资DVKOS
| Q4 25 | $259.0M | $91.5M | ||
| Q3 25 | $200.7M | $64.0M | ||
| Q2 25 | $216.8M | $51.7M | ||
| Q1 25 | $174.3M | $49.8M | ||
| Q4 24 | $310.6M | $85.0M | ||
| Q3 24 | $362.6M | $51.6M | ||
| Q2 24 | $338.8M | $173.8M | ||
| Q1 24 | $334.3M | $254.3M |
总债务DVKOS
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DVKOS
| Q4 25 | $1.1B | $528.6M | ||
| Q3 25 | $1.1B | $898.8M | ||
| Q2 25 | $1.1B | $1.0B | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $1.1B | $1.2B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.1B | $1.1B |
总资产DVKOS
| Q4 25 | $1.4B | $4.7B | ||
| Q3 25 | $1.3B | $5.1B | ||
| Q2 25 | $1.3B | $5.2B | ||
| Q1 25 | $1.2B | $5.3B | ||
| Q4 24 | $1.3B | $5.3B | ||
| Q3 24 | $1.3B | $5.5B | ||
| Q2 24 | $1.3B | $5.4B | ||
| Q1 24 | $1.3B | $5.4B |
负债/权益比DVKOS
| Q4 25 | — | 5.78× | ||
| Q3 25 | — | 3.31× | ||
| Q2 25 | — | 2.80× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.29× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $72.7M | $35.3M |
| 自由现金流经营现金流 - 资本支出 | $62.1M | — |
| 自由现金流率自由现金流/营收 | 30.2% | — |
| 资本支出强度资本支出/营收 | 5.1% | — |
| 现金转化率经营现金流/净利润 | 2.48× | — |
| 过去12个月自由现金流最近4个季度 | $172.7M | — |
8季度趋势，按日历期对齐
经营现金流DVKOS
| Q4 25 | $72.7M | $35.3M | ||
| Q3 25 | $51.2M | $-27.6M | ||
| Q2 25 | $49.6M | $127.2M | ||
| Q1 25 | $37.7M | $-888.0K | ||
| Q4 24 | $37.4M | $175.7M | ||
| Q3 24 | $54.6M | $6.3M | ||
| Q2 24 | $35.9M | $223.7M | ||
| Q1 24 | $31.8M | $272.6M |
自由现金流DVKOS
| Q4 25 | $62.1M | — | ||
| Q3 25 | $39.0M | — | ||
| Q2 25 | $40.1M | — | ||
| Q1 25 | $31.4M | — | ||
| Q4 24 | $30.0M | — | ||
| Q3 24 | $48.4M | — | ||
| Q2 24 | $28.7M | — | ||
| Q1 24 | $25.4M | — |
自由现金流率DVKOS
| Q4 25 | 30.2% | — | ||
| Q3 25 | 20.7% | — | ||
| Q2 25 | 21.2% | — | ||
| Q1 25 | 19.0% | — | ||
| Q4 24 | 15.8% | — | ||
| Q3 24 | 28.5% | — | ||
| Q2 24 | 18.4% | — | ||
| Q1 24 | 18.0% | — |
资本支出强度DVKOS
| Q4 25 | 5.1% | — | ||
| Q3 25 | 6.4% | — | ||
| Q2 25 | 5.0% | — | ||
| Q1 25 | 3.8% | — | ||
| Q4 24 | 3.9% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 4.6% | — | ||
| Q1 24 | 4.5% | — |
现金转化率DVKOS
| Q4 25 | 2.48× | — | ||
| Q3 25 | 5.02× | — | ||
| Q2 25 | 5.66× | — | ||
| Q1 25 | 15.95× | — | ||
| Q4 24 | 1.60× | — | ||
| Q3 24 | 3.00× | 0.14× | ||
| Q2 24 | 4.80× | 3.74× | ||
| Q1 24 | 4.44× | 2.97× |
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 | $116.5M | 57% |
| Measurement | $69.6M | 34% |
| Supply Side | $19.5M | 9% |
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
