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DoubleVerify Holdings, Inc.(DV)与Rocket Lab Corp(RKLB)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Rocket Lab Corp的1.1倍($205.6M vs $179.7M),DoubleVerify Holdings, Inc.净利率更高(14.3% vs -29.5%,领先43.7%),Rocket Lab Corp同比增速更快(35.7% vs 7.9%),DoubleVerify Holdings, Inc.自由现金流更多($62.1M vs $-114.2M),过去两年Rocket Lab Corp的营收复合增速更高(39.2% vs 20.8%)
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。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商,旗下Electron轨道火箭主打小型卫星发射,截至2026年1月已成功完成超75次任务,是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台,下一代可复用中型运载火箭Neutron目前也在研发中。
DV vs RKLB — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $205.6M | $179.7M |
| 净利润 | $29.3M | $-52.9M |
| 毛利率 | 82.5% | 38.0% |
| 营业利润率 | 18.4% | -28.4% |
| 净利率 | 14.3% | -29.5% |
| 营收同比 | 7.9% | 35.7% |
| 净利润同比 | 25.3% | -1.1% |
| 每股收益(稀释后) | $0.18 | $-0.09 |
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 | $179.7M | ||
| Q3 25 | $188.6M | $155.1M | ||
| Q2 25 | $189.0M | $144.5M | ||
| Q1 25 | $165.1M | $122.6M | ||
| Q4 24 | $190.6M | $132.4M | ||
| Q3 24 | $169.6M | $104.8M | ||
| Q2 24 | $155.9M | $106.3M | ||
| Q1 24 | $140.8M | $92.8M |
| Q4 25 | $29.3M | $-52.9M | ||
| Q3 25 | $10.2M | $-18.3M | ||
| Q2 25 | $8.8M | $-66.4M | ||
| Q1 25 | $2.4M | $-60.6M | ||
| Q4 24 | $23.4M | $-52.3M | ||
| Q3 24 | $18.2M | $-51.9M | ||
| Q2 24 | $7.5M | $-41.6M | ||
| Q1 24 | $7.2M | $-44.3M |
| Q4 25 | 82.5% | 38.0% | ||
| Q3 25 | 82.3% | 37.0% | ||
| Q2 25 | 82.5% | 32.1% | ||
| Q1 25 | 81.2% | 28.8% | ||
| Q4 24 | 82.0% | 27.8% | ||
| Q3 24 | 82.6% | 26.7% | ||
| Q2 24 | 83.3% | 25.6% | ||
| Q1 24 | 81.1% | 26.1% |
| Q4 25 | 18.4% | -28.4% | ||
| Q3 25 | 11.2% | -38.0% | ||
| Q2 25 | 7.2% | -41.3% | ||
| Q1 25 | 4.1% | -48.3% | ||
| Q4 24 | 20.3% | -38.9% | ||
| Q3 24 | 15.2% | -49.5% | ||
| Q2 24 | 7.1% | -40.7% | ||
| Q1 24 | 4.9% | -46.4% |
| Q4 25 | 14.3% | -29.5% | ||
| Q3 25 | 5.4% | -11.8% | ||
| Q2 25 | 4.6% | -46.0% | ||
| Q1 25 | 1.4% | -49.5% | ||
| Q4 24 | 12.3% | -39.5% | ||
| Q3 24 | 10.7% | -49.6% | ||
| Q2 24 | 4.8% | -39.2% | ||
| Q1 24 | 5.1% | -47.7% |
| Q4 25 | $0.18 | $-0.09 | ||
| Q3 25 | $0.06 | $-0.03 | ||
| Q2 25 | $0.05 | $-0.13 | ||
| Q1 25 | $0.01 | $-0.12 | ||
| Q4 24 | $0.14 | $-0.11 | ||
| Q3 24 | $0.10 | $-0.10 | ||
| Q2 24 | $0.04 | $-0.08 | ||
| Q1 24 | $0.04 | $-0.09 |
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 | $1.0B |
| 总债务越低越好 | — | $152.4M |
| 股东权益账面价值 | $1.1B | $1.7B |
| 总资产 | $1.4B | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势,按日历期对齐
| Q4 25 | $259.0M | $1.0B | ||
| Q3 25 | $200.7M | $976.7M | ||
| Q2 25 | $216.8M | $688.1M | ||
| Q1 25 | $174.3M | $428.4M | ||
| Q4 24 | $310.6M | $419.0M | ||
| Q3 24 | $362.6M | $442.4M | ||
| Q2 24 | $338.8M | $496.8M | ||
| Q1 24 | $334.3M | $492.5M |
| Q4 25 | — | $152.4M | ||
| Q3 25 | — | $347.0M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $345.9M | ||
| Q4 24 | — | $345.4M | ||
| Q3 24 | — | $61.2M | ||
| Q2 24 | — | $64.2M | ||
| Q1 24 | — | $66.8M |
| Q4 25 | $1.1B | $1.7B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.1B | $688.5M | ||
| Q1 25 | $1.0B | $431.3M | ||
| Q4 24 | $1.1B | $382.5M | ||
| Q3 24 | $1.1B | $419.8M | ||
| Q2 24 | $1.1B | $455.2M | ||
| Q1 24 | $1.1B | $478.9M |
| Q4 25 | $1.4B | $2.3B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.3B | $1.6B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.3B | $1.2B | ||
| Q1 24 | $1.3B | $1.2B |
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.14× |
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 | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | $62.1M | $-114.2M |
| 自由现金流率自由现金流/营收 | 30.2% | -63.6% |
| 资本支出强度资本支出/营收 | 5.1% | 27.6% |
| 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 | $-321.8M |
8季度趋势,按日历期对齐
| Q4 25 | $72.7M | $-64.5M | ||
| Q3 25 | $51.2M | $-23.5M | ||
| Q2 25 | $49.6M | $-23.2M | ||
| Q1 25 | $37.7M | $-54.2M | ||
| Q4 24 | $37.4M | $-2.4M | ||
| Q3 24 | $54.6M | $-30.9M | ||
| Q2 24 | $35.9M | $-13.0M | ||
| Q1 24 | $31.8M | $-2.6M |
| Q4 25 | $62.1M | $-114.2M | ||
| Q3 25 | $39.0M | $-69.4M | ||
| Q2 25 | $40.1M | $-55.3M | ||
| Q1 25 | $31.4M | $-82.9M | ||
| Q4 24 | $30.0M | $-23.9M | ||
| Q3 24 | $48.4M | $-41.9M | ||
| Q2 24 | $28.7M | $-28.3M | ||
| Q1 24 | $25.4M | $-21.8M |
| Q4 25 | 30.2% | -63.6% | ||
| Q3 25 | 20.7% | -44.8% | ||
| Q2 25 | 21.2% | -38.3% | ||
| Q1 25 | 19.0% | -67.6% | ||
| Q4 24 | 15.8% | -18.1% | ||
| Q3 24 | 28.5% | -40.0% | ||
| Q2 24 | 18.4% | -26.7% | ||
| Q1 24 | 18.0% | -23.5% |
| Q4 25 | 5.1% | 27.6% | ||
| Q3 25 | 6.4% | 29.6% | ||
| Q2 25 | 5.0% | 22.2% | ||
| Q1 25 | 3.8% | 23.4% | ||
| Q4 24 | 3.9% | 16.3% | ||
| Q3 24 | 3.7% | 10.5% | ||
| Q2 24 | 4.6% | 14.4% | ||
| Q1 24 | 4.5% | 20.7% |
| 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% |
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |