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DoubleVerify Holdings, Inc.（DV）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
DoubleVerify Holdings, Inc.的季度营收约是REPLIGEN CORP的1.0倍（$205.6M vs $197.9M），DoubleVerify Holdings, Inc.净利率更高（14.3% vs 6.7%，领先7.6%），REPLIGEN CORP同比增速更快（13.6% vs 7.9%），DoubleVerify Holdings, Inc.自由现金流更多（$62.1M vs $17.6M），过去两年DoubleVerify Holdings, Inc.的营收复合增速更高（20.8% vs 14.4%）
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。
Repligen是一家全球生命科学企业，专注于创新生物工艺技术与系统的研发及商业化，助力提升生物药生产效率。公司1981年成立，总部位于美国马萨诸塞州沃尔瑟姆，于纳斯达克挂牌上市，股票代码RGEN，截至2025年全球员工超1900人，主要服务生物制药领域客户。
DV vs RGEN — 直观对比
营收规模更大
DV
是对方的1.0倍
$197.9M
营收增速更快
RGEN
高出5.8%
7.9%
净利率更高
DV
高出7.6%
6.7%
自由现金流更多
DV
多$44.6M
$17.6M
两年增速更快
DV
近两年复合增速
14.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $205.6M | $197.9M |
| 净利润 | $29.3M | $13.3M |
| 毛利率 | 82.5% | 52.5% |
| 营业利润率 | 18.4% | 9.0% |
| 净利率 | 14.3% | 6.7% |
| 营收同比 | 7.9% | 13.6% |
| 净利润同比 | 25.3% | 143.9% |
| 每股收益（稀释后） | $0.18 | $0.24 |
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DVRGEN
| Q4 25 | $205.6M | $197.9M | ||
| Q3 25 | $188.6M | $188.8M | ||
| Q2 25 | $189.0M | $182.4M | ||
| Q1 25 | $165.1M | $169.2M | ||
| Q4 24 | $190.6M | $174.1M | ||
| Q3 24 | $169.6M | $154.9M | ||
| Q2 24 | $155.9M | $154.1M | ||
| Q1 24 | $140.8M | $151.3M |
净利润DVRGEN
| Q4 25 | $29.3M | $13.3M | ||
| Q3 25 | $10.2M | $14.9M | ||
| Q2 25 | $8.8M | $14.9M | ||
| Q1 25 | $2.4M | $5.8M | ||
| Q4 24 | $23.4M | $-30.3M | ||
| Q3 24 | $18.2M | $-654.0K | ||
| Q2 24 | $7.5M | $3.3M | ||
| Q1 24 | $7.2M | $2.1M |
毛利率DVRGEN
| Q4 25 | 82.5% | 52.5% | ||
| Q3 25 | 82.3% | 53.2% | ||
| Q2 25 | 82.5% | 50.0% | ||
| Q1 25 | 81.2% | 53.6% | ||
| Q4 24 | 82.0% | 26.1% | ||
| Q3 24 | 82.6% | 50.0% | ||
| Q2 24 | 83.3% | 49.8% | ||
| Q1 24 | 81.1% | 49.5% |
营业利润率DVRGEN
| Q4 25 | 18.4% | 9.0% | ||
| Q3 25 | 11.2% | 8.9% | ||
| Q2 25 | 7.2% | 7.6% | ||
| Q1 25 | 4.1% | 3.9% | ||
| Q4 24 | 20.3% | -17.7% | ||
| Q3 24 | 15.2% | -5.1% | ||
| Q2 24 | 7.1% | 1.0% | ||
| Q1 24 | 4.9% | 1.3% |
净利率DVRGEN
| Q4 25 | 14.3% | 6.7% | ||
| Q3 25 | 5.4% | 7.9% | ||
| Q2 25 | 4.6% | 8.2% | ||
| Q1 25 | 1.4% | 3.4% | ||
| Q4 24 | 12.3% | -17.4% | ||
| Q3 24 | 10.7% | -0.4% | ||
| Q2 24 | 4.8% | 2.2% | ||
| Q1 24 | 5.1% | 1.4% |
每股收益（稀释后）DVRGEN
| Q4 25 | $0.18 | $0.24 | ||
| Q3 25 | $0.06 | $0.26 | ||
| Q2 25 | $0.05 | $0.26 | ||
| Q1 25 | $0.01 | $0.10 | ||
| Q4 24 | $0.14 | $-0.55 | ||
| Q3 24 | $0.10 | $-0.01 | ||
| Q2 24 | $0.04 | $0.06 | ||
| Q1 24 | $0.04 | $0.04 |
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 | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $1.1B | $2.1B |
| 总资产 | $1.4B | $2.9B |
| 负债/权益比越低杠杆越低 | — | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资DVRGEN
| Q4 25 | $259.0M | $767.6M | ||
| Q3 25 | $200.7M | $748.7M | ||
| Q2 25 | $216.8M | $708.9M | ||
| Q1 25 | $174.3M | $697.2M | ||
| Q4 24 | $310.6M | $757.4M | ||
| Q3 24 | $362.6M | $784.0M | ||
| Q2 24 | $338.8M | $809.1M | ||
| Q1 24 | $334.3M | $780.6M |
总债务DVRGEN
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DVRGEN
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $1.1B | $2.1B | ||
| Q2 25 | $1.1B | $2.1B | ||
| Q1 25 | $1.0B | $2.0B | ||
| Q4 24 | $1.1B | $2.0B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $1.1B | $2.0B | ||
| Q1 24 | $1.1B | $2.0B |
总资产DVRGEN
| Q4 25 | $1.4B | $2.9B | ||
| Q3 25 | $1.3B | $2.9B | ||
| Q2 25 | $1.3B | $2.9B | ||
| Q1 25 | $1.2B | $2.9B | ||
| Q4 24 | $1.3B | $2.8B | ||
| Q3 24 | $1.3B | $2.8B | ||
| Q2 24 | $1.3B | $2.9B | ||
| Q1 24 | $1.3B | $2.8B |
负债/权益比DVRGEN
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| 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 | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $62.1M | $17.6M |
| 自由现金流率自由现金流/营收 | 30.2% | 8.9% |
| 资本支出强度资本支出/营收 | 5.1% | 4.1% |
| 现金转化率经营现金流/净利润 | 2.48× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $172.7M | $93.9M |
8季度趋势，按日历期对齐
经营现金流DVRGEN
| Q4 25 | $72.7M | $25.7M | ||
| Q3 25 | $51.2M | $48.1M | ||
| Q2 25 | $49.6M | $28.6M | ||
| Q1 25 | $37.7M | $15.0M | ||
| Q4 24 | $37.4M | $39.2M | ||
| Q3 24 | $54.6M | $49.3M | ||
| Q2 24 | $35.9M | $42.2M | ||
| Q1 24 | $31.8M | $44.7M |
自由现金流DVRGEN
| Q4 25 | $62.1M | $17.6M | ||
| Q3 25 | $39.0M | $43.4M | ||
| Q2 25 | $40.1M | $21.5M | ||
| Q1 25 | $31.4M | $11.4M | ||
| Q4 24 | $30.0M | $33.6M | ||
| Q3 24 | $48.4M | $42.3M | ||
| Q2 24 | $28.7M | $37.4M | ||
| Q1 24 | $25.4M | $36.4M |
自由现金流率DVRGEN
| Q4 25 | 30.2% | 8.9% | ||
| Q3 25 | 20.7% | 23.0% | ||
| Q2 25 | 21.2% | 11.8% | ||
| Q1 25 | 19.0% | 6.8% | ||
| Q4 24 | 15.8% | 19.3% | ||
| Q3 24 | 28.5% | 27.3% | ||
| Q2 24 | 18.4% | 24.3% | ||
| Q1 24 | 18.0% | 24.0% |
资本支出强度DVRGEN
| Q4 25 | 5.1% | 4.1% | ||
| Q3 25 | 6.4% | 2.5% | ||
| Q2 25 | 5.0% | 3.9% | ||
| Q1 25 | 3.8% | 2.1% | ||
| Q4 24 | 3.9% | 3.2% | ||
| Q3 24 | 3.7% | 4.5% | ||
| Q2 24 | 4.6% | 3.1% | ||
| Q1 24 | 4.5% | 5.5% |
现金转化率DVRGEN
| Q4 25 | 2.48× | 1.93× | ||
| Q3 25 | 5.02× | 3.23× | ||
| Q2 25 | 5.66× | 1.92× | ||
| Q1 25 | 15.95× | 2.57× | ||
| Q4 24 | 1.60× | — | ||
| Q3 24 | 3.00× | — | ||
| Q2 24 | 4.80× | 12.70× | ||
| Q1 24 | 4.44× | 21.35× |
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% |
RGEN
暂无分部数据
