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DoubleVerify Holdings, Inc.（DV）与Orthofix Medical Inc.（OFIX）财务数据对比。点击上方公司名可切换其他公司
Orthofix Medical Inc.的季度营收约是DoubleVerify Holdings, Inc.的1.1倍（$219.9M vs $205.6M），DoubleVerify Holdings, Inc.净利率更高（14.3% vs -1.0%，领先15.3%），DoubleVerify Holdings, Inc.同比增速更快（7.9% vs 2.0%），DoubleVerify Holdings, Inc.自由现金流更多（$62.1M vs $16.8M），过去两年DoubleVerify Holdings, Inc.的营收复合增速更高（20.8% vs 8.0%）
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。
Orthofix医疗是全球知名骨科医疗器械企业，专注于研发、生产及销售脊柱植入物、骨科创伤产品、骨生长刺激治疗设备及再生医疗产品，服务全球多地的骨科医师与医疗机构，致力于提升肌肉骨骼疾病患者的诊疗效果。
DV vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.1倍
$205.6M
营收增速更快
DV
高出5.9%
2.0%
净利率更高
DV
高出15.3%
-1.0%
自由现金流更多
DV
多$45.3M
$16.8M
两年增速更快
DV
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $205.6M | $219.9M |
| 净利润 | $29.3M | $-2.2M |
| 毛利率 | 82.5% | 71.1% |
| 营业利润率 | 18.4% | 0.2% |
| 净利率 | 14.3% | -1.0% |
| 营收同比 | 7.9% | 2.0% |
| 净利润同比 | 25.3% | 92.4% |
| 每股收益（稀释后） | $0.18 | $-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
营收DVOFIX
| Q4 25 | $205.6M | $219.9M | ||
| Q3 25 | $188.6M | $205.6M | ||
| Q2 25 | $189.0M | $203.1M | ||
| Q1 25 | $165.1M | $193.6M | ||
| Q4 24 | $190.6M | $215.7M | ||
| Q3 24 | $169.6M | $196.6M | ||
| Q2 24 | $155.9M | $198.6M | ||
| Q1 24 | $140.8M | $188.6M |
净利润DVOFIX
| Q4 25 | $29.3M | $-2.2M | ||
| Q3 25 | $10.2M | $-22.8M | ||
| Q2 25 | $8.8M | $-14.1M | ||
| Q1 25 | $2.4M | $-53.1M | ||
| Q4 24 | $23.4M | $-29.1M | ||
| Q3 24 | $18.2M | $-27.4M | ||
| Q2 24 | $7.5M | $-33.4M | ||
| Q1 24 | $7.2M | $-36.0M |
毛利率DVOFIX
| Q4 25 | 82.5% | 71.1% | ||
| Q3 25 | 82.3% | 72.2% | ||
| Q2 25 | 82.5% | 68.7% | ||
| Q1 25 | 81.2% | 62.8% | ||
| Q4 24 | 82.0% | 69.0% | ||
| Q3 24 | 82.6% | 68.7% | ||
| Q2 24 | 83.3% | 67.8% | ||
| Q1 24 | 81.1% | 67.5% |
营业利润率DVOFIX
| Q4 25 | 18.4% | 0.2% | ||
| Q3 25 | 11.2% | -8.3% | ||
| Q2 25 | 7.2% | -7.9% | ||
| Q1 25 | 4.1% | -25.2% | ||
| Q4 24 | 20.3% | -5.3% | ||
| Q3 24 | 15.2% | -9.6% | ||
| Q2 24 | 7.1% | -12.5% | ||
| Q1 24 | 4.9% | -15.6% |
净利率DVOFIX
| Q4 25 | 14.3% | -1.0% | ||
| Q3 25 | 5.4% | -11.1% | ||
| Q2 25 | 4.6% | -6.9% | ||
| Q1 25 | 1.4% | -27.4% | ||
| Q4 24 | 12.3% | -13.5% | ||
| Q3 24 | 10.7% | -13.9% | ||
| Q2 24 | 4.8% | -16.8% | ||
| Q1 24 | 5.1% | -19.1% |
每股收益（稀释后）DVOFIX
| Q4 25 | $0.18 | $-0.05 | ||
| Q3 25 | $0.06 | $-0.57 | ||
| Q2 25 | $0.05 | $-0.36 | ||
| Q1 25 | $0.01 | $-1.35 | ||
| Q4 24 | $0.14 | $-0.76 | ||
| Q3 24 | $0.10 | $-0.71 | ||
| Q2 24 | $0.04 | $-0.88 | ||
| Q1 24 | $0.04 | $-0.95 |
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 | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $450.0M |
| 总资产 | $1.4B | $850.6M |
| 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DVOFIX
| Q4 25 | $259.0M | $82.0M | ||
| Q3 25 | $200.7M | $62.9M | ||
| Q2 25 | $216.8M | $65.6M | ||
| Q1 25 | $174.3M | $58.0M | ||
| Q4 24 | $310.6M | $83.2M | ||
| Q3 24 | $362.6M | $30.1M | ||
| Q2 24 | $338.8M | $26.4M | ||
| Q1 24 | $334.3M | $27.0M |
总债务DVOFIX
| Q4 25 | — | — | ||
| Q3 25 | — | $157.2M | ||
| Q2 25 | — | $157.0M | ||
| Q1 25 | — | $156.9M | ||
| Q4 24 | — | $157.0M | ||
| Q3 24 | — | $118.5M | ||
| Q2 24 | — | $118.0M | ||
| Q1 24 | — | $118.2M |
股东权益DVOFIX
| Q4 25 | $1.1B | $450.0M | ||
| Q3 25 | $1.1B | $442.5M | ||
| Q2 25 | $1.1B | $458.3M | ||
| Q1 25 | $1.0B | $458.3M | ||
| Q4 24 | $1.1B | $503.1M | ||
| Q3 24 | $1.1B | $525.9M | ||
| Q2 24 | $1.1B | $546.0M | ||
| Q1 24 | $1.1B | $570.3M |
总资产DVOFIX
| Q4 25 | $1.4B | $850.6M | ||
| Q3 25 | $1.3B | $832.6M | ||
| Q2 25 | $1.3B | $837.2M | ||
| Q1 25 | $1.2B | $823.1M | ||
| Q4 24 | $1.3B | $893.3M | ||
| Q3 24 | $1.3B | $867.9M | ||
| Q2 24 | $1.3B | $882.0M | ||
| Q1 24 | $1.3B | $906.0M |
负债/权益比DVOFIX
| Q4 25 | — | — | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | — | 0.31× | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.22× | ||
| Q1 24 | — | 0.21× |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $62.1M | $16.8M |
| 自由现金流率自由现金流/营收 | 30.2% | 7.6% |
| 资本支出强度资本支出/营收 | 5.1% | 4.9% |
| 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 | $-1.3M |
8季度趋势，按日历期对齐
经营现金流DVOFIX
| Q4 25 | $72.7M | $27.7M | ||
| Q3 25 | $51.2M | $12.4M | ||
| Q2 25 | $49.6M | $11.6M | ||
| Q1 25 | $37.7M | $-18.4M | ||
| Q4 24 | $37.4M | $23.7M | ||
| Q3 24 | $54.6M | $11.7M | ||
| Q2 24 | $35.9M | $9.0M | ||
| Q1 24 | $31.8M | $-18.6M |
自由现金流DVOFIX
| Q4 25 | $62.1M | $16.8M | ||
| Q3 25 | $39.0M | $2.5M | ||
| Q2 25 | $40.1M | $4.5M | ||
| Q1 25 | $31.4M | $-25.1M | ||
| Q4 24 | $30.0M | $15.2M | ||
| Q3 24 | $48.4M | $6.3M | ||
| Q2 24 | $28.7M | $-360.0K | ||
| Q1 24 | $25.4M | $-29.1M |
自由现金流率DVOFIX
| Q4 25 | 30.2% | 7.6% | ||
| Q3 25 | 20.7% | 1.2% | ||
| Q2 25 | 21.2% | 2.2% | ||
| Q1 25 | 19.0% | -13.0% | ||
| Q4 24 | 15.8% | 7.0% | ||
| Q3 24 | 28.5% | 3.2% | ||
| Q2 24 | 18.4% | -0.2% | ||
| Q1 24 | 18.0% | -15.4% |
资本支出强度DVOFIX
| Q4 25 | 5.1% | 4.9% | ||
| Q3 25 | 6.4% | 4.8% | ||
| Q2 25 | 5.0% | 3.5% | ||
| Q1 25 | 3.8% | 3.5% | ||
| Q4 24 | 3.9% | 4.0% | ||
| Q3 24 | 3.7% | 2.7% | ||
| Q2 24 | 4.6% | 4.7% | ||
| Q1 24 | 4.5% | 5.6% |
现金转化率DVOFIX
| Q4 25 | 2.48× | — | ||
| Q3 25 | 5.02× | — | ||
| Q2 25 | 5.66× | — | ||
| Q1 25 | 15.95× | — | ||
| Q4 24 | 1.60× | — | ||
| Q3 24 | 3.00× | — | ||
| Q2 24 | 4.80× | — | ||
| Q1 24 | 4.44× | — |
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% |
OFIX
| Spinal Implants Biologics And Enabling Technologies | $113.6M | 52% |
| Bone Growth Therapies | $68.3M | 31% |
| Other | $22.7M | 10% |
| IT | $5.9M | 3% |
| GB | $3.5M | 2% |
| FR | $3.5M | 2% |
| DE | $2.3M | 1% |
