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DoubleVerify Holdings, Inc.（DV）与GIBRALTAR INDUSTRIES, INC.（ROCK）财务数据对比。点击上方公司名可切换其他公司
GIBRALTAR INDUSTRIES, INC.的季度营收约是DoubleVerify Holdings, Inc.的1.1倍（$225.0M vs $205.6M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 7.9%），DoubleVerify Holdings, Inc.自由现金流更多（$62.1M vs $26.2M），过去两年DoubleVerify Holdings, Inc.的营收复合增速更高（20.8% vs -12.3%）
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。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
DV vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.1倍
$205.6M
营收增速更快
ROCK
高出17.1%
7.9%
自由现金流更多
DV
多$35.9M
$26.2M
两年增速更快
DV
近两年复合增速
-12.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $205.6M | $225.0M |
| 净利润 | $29.3M | — |
| 毛利率 | 82.5% | 25.3% |
| 营业利润率 | 18.4% | 7.9% |
| 净利率 | 14.3% | — |
| 营收同比 | 7.9% | 24.9% |
| 净利润同比 | 25.3% | — |
| 每股收益（稀释后） | $0.18 | — |
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DVROCK
| Q4 25 | $205.6M | $225.0M | ||
| Q3 25 | $188.6M | $310.9M | ||
| Q2 25 | $189.0M | $309.5M | ||
| Q1 25 | $165.1M | $290.0M | ||
| Q4 24 | $190.6M | $180.1M | ||
| Q3 24 | $169.6M | $277.1M | ||
| Q2 24 | $155.9M | $273.6M | ||
| Q1 24 | $140.8M | $292.5M |
净利润DVROCK
| Q4 25 | $29.3M | — | ||
| Q3 25 | $10.2M | $-89.1M | ||
| Q2 25 | $8.8M | $26.0M | ||
| Q1 25 | $2.4M | $21.1M | ||
| Q4 24 | $23.4M | — | ||
| Q3 24 | $18.2M | $34.0M | ||
| Q2 24 | $7.5M | $32.2M | ||
| Q1 24 | $7.2M | $24.9M |
毛利率DVROCK
| Q4 25 | 82.5% | 25.3% | ||
| Q3 25 | 82.3% | 26.6% | ||
| Q2 25 | 82.5% | 28.4% | ||
| Q1 25 | 81.2% | 26.8% | ||
| Q4 24 | 82.0% | 29.0% | ||
| Q3 24 | 82.6% | 29.4% | ||
| Q2 24 | 83.3% | 30.5% | ||
| Q1 24 | 81.1% | 28.9% |
营业利润率DVROCK
| Q4 25 | 18.4% | 7.9% | ||
| Q3 25 | 11.2% | 12.8% | ||
| Q2 25 | 7.2% | 12.8% | ||
| Q1 25 | 4.1% | 8.8% | ||
| Q4 24 | 20.3% | 13.3% | ||
| Q3 24 | 15.2% | 15.6% | ||
| Q2 24 | 7.1% | 14.9% | ||
| Q1 24 | 4.9% | 10.8% |
净利率DVROCK
| Q4 25 | 14.3% | — | ||
| Q3 25 | 5.4% | -28.6% | ||
| Q2 25 | 4.6% | 8.4% | ||
| Q1 25 | 1.4% | 7.3% | ||
| Q4 24 | 12.3% | — | ||
| Q3 24 | 10.7% | 12.3% | ||
| Q2 24 | 4.8% | 11.8% | ||
| Q1 24 | 5.1% | 8.5% |
每股收益（稀释后）DVROCK
| Q4 25 | $0.18 | — | ||
| Q3 25 | $0.06 | $-2.98 | ||
| Q2 25 | $0.05 | $0.87 | ||
| Q1 25 | $0.01 | — | ||
| Q4 24 | $0.14 | — | ||
| Q3 24 | $0.10 | $1.11 | ||
| Q2 24 | $0.04 | $1.05 | ||
| Q1 24 | $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 | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $1.1B | $950.4M |
| 总资产 | $1.4B | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资DVROCK
| Q4 25 | $259.0M | $115.7M | ||
| Q3 25 | $200.7M | $89.4M | ||
| Q2 25 | $216.8M | $43.3M | ||
| Q1 25 | $174.3M | $25.1M | ||
| Q4 24 | $310.6M | $269.5M | ||
| Q3 24 | $362.6M | $228.9M | ||
| Q2 24 | $338.8M | $179.1M | ||
| Q1 24 | $334.3M | $146.7M |
总债务DVROCK
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益DVROCK
| Q4 25 | $1.1B | $950.4M | ||
| Q3 25 | $1.1B | $951.8M | ||
| Q2 25 | $1.1B | $1.0B | ||
| Q1 25 | $1.0B | $1.0B | ||
| Q4 24 | $1.1B | $1.0B | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.1B | $975.7M | ||
| Q1 24 | $1.1B | $940.2M |
总资产DVROCK
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.3B | $1.4B | ||
| Q1 24 | $1.3B | $1.3B |
负债/权益比DVROCK
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $62.1M | $26.2M |
| 自由现金流率自由现金流/营收 | 30.2% | 11.7% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $172.7M | $120.6M |
8季度趋势，按日历期对齐
经营现金流DVROCK
| Q4 25 | $72.7M | $35.5M | ||
| Q3 25 | $51.2M | $73.0M | ||
| Q2 25 | $49.6M | $44.9M | ||
| Q1 25 | $37.7M | $13.7M | ||
| Q4 24 | $37.4M | $19.9M | ||
| Q3 24 | $54.6M | $64.7M | ||
| Q2 24 | $35.9M | $36.5M | ||
| Q1 24 | $31.8M | $53.2M |
自由现金流DVROCK
| Q4 25 | $62.1M | $26.2M | ||
| Q3 25 | $39.0M | $64.8M | ||
| Q2 25 | $40.1M | $27.3M | ||
| Q1 25 | $31.4M | $2.3M | ||
| Q4 24 | $30.0M | $14.1M | ||
| Q3 24 | $48.4M | $60.5M | ||
| Q2 24 | $28.7M | $33.5M | ||
| Q1 24 | $25.4M | $48.8M |
自由现金流率DVROCK
| Q4 25 | 30.2% | 11.7% | ||
| Q3 25 | 20.7% | 20.8% | ||
| Q2 25 | 21.2% | 8.8% | ||
| Q1 25 | 19.0% | 0.8% | ||
| Q4 24 | 15.8% | 7.8% | ||
| Q3 24 | 28.5% | 21.8% | ||
| Q2 24 | 18.4% | 12.2% | ||
| Q1 24 | 18.0% | 16.7% |
资本支出强度DVROCK
| Q4 25 | 5.1% | 4.1% | ||
| Q3 25 | 6.4% | 2.6% | ||
| Q2 25 | 5.0% | 5.7% | ||
| Q1 25 | 3.8% | 3.9% | ||
| Q4 24 | 3.9% | 3.3% | ||
| Q3 24 | 3.7% | 1.5% | ||
| Q2 24 | 4.6% | 1.1% | ||
| Q1 24 | 4.5% | 1.5% |
现金转化率DVROCK
| Q4 25 | 2.48× | — | ||
| Q3 25 | 5.02× | — | ||
| Q2 25 | 5.66× | 1.73× | ||
| Q1 25 | 15.95× | 0.65× | ||
| Q4 24 | 1.60× | — | ||
| Q3 24 | 3.00× | 1.90× | ||
| Q2 24 | 4.80× | 1.13× | ||
| Q1 24 | 4.44× | 2.13× |
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% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
