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DoubleVerify Holdings, Inc.（DV）与RESOURCES CONNECTION, INC.（RGP）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RESOURCES CONNECTION, INC.的1.7倍（$205.6M vs $117.7M），DoubleVerify Holdings, Inc.净利率更高（14.3% vs -10.8%，领先25.0%），DoubleVerify Holdings, Inc.同比增速更快（7.9% vs -19.2%），DoubleVerify Holdings, Inc.自由现金流更多（$62.1M vs $15.6M），过去两年DoubleVerify Holdings, Inc.的营收复合增速更高（20.8% vs -11.8%）
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。
RGP原名 Resources Global Professionals，是 Resources Connection, Inc. 的核心运营主体，面向全球客户提供多领域专业咨询服务，覆盖财务会计、信息管理、治理风险合规、人力资本、法务监管、企业咨询与重组、战略传播以及供应链管理等板块。
DV vs RGP — 直观对比
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $205.6M | $117.7M |
| 净利润 | $29.3M | $-12.7M |
| 毛利率 | 82.5% | 37.1% |
| 营业利润率 | 18.4% | -10.3% |
| 净利率 | 14.3% | -10.8% |
| 营收同比 | 7.9% | -19.2% |
| 净利润同比 | 25.3% | 81.6% |
| 每股收益（稀释后） | $0.18 | $-0.38 |
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
| Q4 25 | $205.6M | $117.7M | ||
| Q3 25 | $188.6M | $120.2M | ||
| Q2 25 | $189.0M | $139.3M | ||
| Q1 25 | $165.1M | $129.4M | ||
| Q4 24 | $190.6M | $145.6M | ||
| Q3 24 | $169.6M | $136.9M | ||
| Q2 24 | $155.9M | $148.2M | ||
| Q1 24 | $140.8M | $151.3M |
| Q4 25 | $29.3M | $-12.7M | ||
| Q3 25 | $10.2M | $-2.4M | ||
| Q2 25 | $8.8M | $-73.3M | ||
| Q1 25 | $2.4M | $-44.1M | ||
| Q4 24 | $23.4M | $-68.7M | ||
| Q3 24 | $18.2M | $-5.7M | ||
| Q2 24 | $7.5M | $10.5M | ||
| Q1 24 | $7.2M | $2.5M |
| Q4 25 | 82.5% | 37.1% | ||
| Q3 25 | 82.3% | 39.5% | ||
| Q2 25 | 82.5% | 40.2% | ||
| Q1 25 | 81.2% | 35.1% | ||
| Q4 24 | 82.0% | 38.5% | ||
| Q3 24 | 82.6% | 36.5% | ||
| Q2 24 | 83.3% | 40.2% | ||
| Q1 24 | 81.1% | 37.0% |
| Q4 25 | 18.4% | -10.3% | ||
| Q3 25 | 11.2% | -1.7% | ||
| Q2 25 | 7.2% | -47.0% | ||
| Q1 25 | 4.1% | -38.4% | ||
| Q4 24 | 20.3% | -52.7% | ||
| Q3 24 | 15.2% | -3.5% | ||
| Q2 24 | 7.1% | 7.6% | ||
| Q1 24 | 4.9% | 2.8% |
| Q4 25 | 14.3% | -10.8% | ||
| Q3 25 | 5.4% | -2.0% | ||
| Q2 25 | 4.6% | -52.6% | ||
| Q1 25 | 1.4% | -34.0% | ||
| Q4 24 | 12.3% | -47.2% | ||
| Q3 24 | 10.7% | -4.2% | ||
| Q2 24 | 4.8% | 7.1% | ||
| Q1 24 | 5.1% | 1.7% |
| Q4 25 | $0.18 | $-0.38 | ||
| Q3 25 | $0.06 | $-0.07 | ||
| Q2 25 | $0.05 | $-2.21 | ||
| Q1 25 | $0.01 | $-1.34 | ||
| Q4 24 | $0.14 | $-2.08 | ||
| Q3 24 | $0.10 | $-0.17 | ||
| Q2 24 | $0.04 | $0.31 | ||
| Q1 24 | $0.04 | $0.08 |
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 | $89.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $194.6M |
| 总资产 | $1.4B | $289.3M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $259.0M | $89.8M | ||
| Q3 25 | $200.7M | $77.5M | ||
| Q2 25 | $216.8M | $86.1M | ||
| Q1 25 | $174.3M | $72.5M | ||
| Q4 24 | $310.6M | $78.2M | ||
| Q3 24 | $362.6M | $89.6M | ||
| Q2 24 | $338.8M | $108.9M | ||
| Q1 24 | $334.3M | $113.8M |
| Q4 25 | $1.1B | $194.6M | ||
| Q3 25 | $1.1B | $206.4M | ||
| Q2 25 | $1.1B | $207.1M | ||
| Q1 25 | $1.0B | $277.8M | ||
| Q4 24 | $1.1B | $325.7M | ||
| Q3 24 | $1.1B | $407.2M | ||
| Q2 24 | $1.1B | $418.8M | ||
| Q1 24 | $1.1B | $414.9M |
| Q4 25 | $1.4B | $289.3M | ||
| Q3 25 | $1.3B | $287.2M | ||
| Q2 25 | $1.3B | $304.7M | ||
| Q1 25 | $1.2B | $375.6M | ||
| Q4 24 | $1.3B | $424.9M | ||
| Q3 24 | $1.3B | $512.9M | ||
| Q2 24 | $1.3B | $510.9M | ||
| Q1 24 | $1.3B | $523.2M |
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 | $15.9M |
| 自由现金流经营现金流 - 资本支出 | $62.1M | $15.6M |
| 自由现金流率自由现金流/营收 | 30.2% | 13.2% |
| 资本支出强度资本支出/营收 | 5.1% | 0.3% |
| 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 | $24.3M |
8季度趋势，按日历期对齐
| Q4 25 | $72.7M | $15.9M | ||
| Q3 25 | $51.2M | $-7.8M | ||
| Q2 25 | $49.6M | $16.8M | ||
| Q1 25 | $37.7M | $659.0K | ||
| Q4 24 | $37.4M | $1.8M | ||
| Q3 24 | $54.6M | $-309.0K | ||
| Q2 24 | $35.9M | $3.2M | ||
| Q1 24 | $31.8M | $20.5M |
| Q4 25 | $62.1M | $15.6M | ||
| Q3 25 | $39.0M | $-8.0M | ||
| Q2 25 | $40.1M | $16.5M | ||
| Q1 25 | $31.4M | $238.0K | ||
| Q4 24 | $30.0M | $61.0K | ||
| Q3 24 | $48.4M | $-575.0K | ||
| Q2 24 | $28.7M | $3.0M | ||
| Q1 24 | $25.4M | $20.4M |
| Q4 25 | 30.2% | 13.2% | ||
| Q3 25 | 20.7% | -6.6% | ||
| Q2 25 | 21.2% | 11.8% | ||
| Q1 25 | 19.0% | 0.2% | ||
| Q4 24 | 15.8% | 0.0% | ||
| Q3 24 | 28.5% | -0.4% | ||
| Q2 24 | 18.4% | 2.1% | ||
| Q1 24 | 18.0% | 13.5% |
| Q4 25 | 5.1% | 0.3% | ||
| Q3 25 | 6.4% | 0.1% | ||
| Q2 25 | 5.0% | 0.2% | ||
| Q1 25 | 3.8% | 0.3% | ||
| Q4 24 | 3.9% | 1.2% | ||
| Q3 24 | 3.7% | 0.2% | ||
| Q2 24 | 4.6% | 0.1% | ||
| Q1 24 | 4.5% | 0.1% |
| 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× | 0.30× | ||
| Q1 24 | 4.44× | 8.04× |
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% |
RGP
| US | $93.7M | 80% |
| Non Us | $24.0M | 20% |
