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DoubleVerify Holdings, Inc.（DV）与ROGERS CORP（ROG）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ROGERS CORP的1.0倍（$205.6M vs $200.5M），DoubleVerify Holdings, Inc.净利率更高（14.3% vs 2.2%，领先12.0%），DoubleVerify Holdings, Inc.同比增速更快（7.9% vs 5.2%），DoubleVerify Holdings, Inc.自由现金流更多（$62.1M vs $1.1M），过去两年DoubleVerify Holdings, Inc.的营收复合增速更高（20.8% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
DV vs ROG — 直观对比
营收规模更大
DV
是对方的1.0倍
$200.5M
营收增速更快
DV
高出2.6%
5.2%
净利率更高
DV
高出12.0%
2.2%
自由现金流更多
DV
多$61.0M
$1.1M
两年增速更快
DV
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $205.6M | $200.5M |
| 净利润 | $29.3M | $4.5M |
| 毛利率 | 82.5% | 32.2% |
| 营业利润率 | 18.4% | — |
| 净利率 | 14.3% | 2.2% |
| 营收同比 | 7.9% | 5.2% |
| 净利润同比 | 25.3% | 421.4% |
| 每股收益（稀释后） | $0.18 | $0.25 |
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DVROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $205.6M | $201.5M | ||
| Q3 25 | $188.6M | $216.0M | ||
| Q2 25 | $189.0M | $202.8M | ||
| Q1 25 | $165.1M | $190.5M | ||
| Q4 24 | $190.6M | $192.2M | ||
| Q3 24 | $169.6M | $210.3M | ||
| Q2 24 | $155.9M | $214.2M |
净利润DVROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $29.3M | $4.6M | ||
| Q3 25 | $10.2M | $8.6M | ||
| Q2 25 | $8.8M | $-73.6M | ||
| Q1 25 | $2.4M | $-1.4M | ||
| Q4 24 | $23.4M | $-500.0K | ||
| Q3 24 | $18.2M | $10.7M | ||
| Q2 24 | $7.5M | $8.1M |
毛利率DVROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 82.5% | 31.5% | ||
| Q3 25 | 82.3% | 33.5% | ||
| Q2 25 | 82.5% | 31.6% | ||
| Q1 25 | 81.2% | 29.9% | ||
| Q4 24 | 82.0% | 32.1% | ||
| Q3 24 | 82.6% | 35.2% | ||
| Q2 24 | 83.3% | 34.1% |
营业利润率DVROG
| Q1 26 | — | — | ||
| Q4 25 | 18.4% | 3.5% | ||
| Q3 25 | 11.2% | 7.3% | ||
| Q2 25 | 7.2% | -33.3% | ||
| Q1 25 | 4.1% | -0.2% | ||
| Q4 24 | 20.3% | -6.6% | ||
| Q3 24 | 15.2% | 6.9% | ||
| Q2 24 | 7.1% | 5.3% |
净利率DVROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 14.3% | 2.3% | ||
| Q3 25 | 5.4% | 4.0% | ||
| Q2 25 | 4.6% | -36.3% | ||
| Q1 25 | 1.4% | -0.7% | ||
| Q4 24 | 12.3% | -0.3% | ||
| Q3 24 | 10.7% | 5.1% | ||
| Q2 24 | 4.8% | 3.8% |
每股收益（稀释后）DVROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.18 | $0.20 | ||
| Q3 25 | $0.06 | $0.48 | ||
| Q2 25 | $0.05 | $-4.00 | ||
| Q1 25 | $0.01 | $-0.08 | ||
| Q4 24 | $0.14 | $-0.04 | ||
| Q3 24 | $0.10 | $0.58 | ||
| Q2 24 | $0.04 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $1.2B |
| 总资产 | $1.4B | $1.4B |
| 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DVROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $259.0M | $197.0M | ||
| Q3 25 | $200.7M | $167.8M | ||
| Q2 25 | $216.8M | $157.2M | ||
| Q1 25 | $174.3M | $175.6M | ||
| Q4 24 | $310.6M | $159.8M | ||
| Q3 24 | $362.6M | $146.4M | ||
| Q2 24 | $338.8M | $119.9M |
股东权益DVROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.1B | $1.3B |
总资产DVROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.3B | $1.5B |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $62.1M | $1.1M |
| 自由现金流率自由现金流/营收 | 30.2% | 0.5% |
| 资本支出强度资本支出/营收 | 5.1% | 2.3% |
| 现金转化率经营现金流/净利润 | 2.48× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $172.7M | $70.1M |
8季度趋势，按日历期对齐
经营现金流DVROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $72.7M | $46.9M | ||
| Q3 25 | $51.2M | $28.9M | ||
| Q2 25 | $49.6M | $13.7M | ||
| Q1 25 | $37.7M | $11.7M | ||
| Q4 24 | $37.4M | $33.7M | ||
| Q3 24 | $54.6M | $42.4M | ||
| Q2 24 | $35.9M | $22.9M |
自由现金流DVROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $62.1M | $42.2M | ||
| Q3 25 | $39.0M | $21.2M | ||
| Q2 25 | $40.1M | $5.6M | ||
| Q1 25 | $31.4M | $2.1M | ||
| Q4 24 | $30.0M | $18.3M | ||
| Q3 24 | $48.4M | $25.2M | ||
| Q2 24 | $28.7M | $8.8M |
自由现金流率DVROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 30.2% | 20.9% | ||
| Q3 25 | 20.7% | 9.8% | ||
| Q2 25 | 21.2% | 2.8% | ||
| Q1 25 | 19.0% | 1.1% | ||
| Q4 24 | 15.8% | 9.5% | ||
| Q3 24 | 28.5% | 12.0% | ||
| Q2 24 | 18.4% | 4.1% |
资本支出强度DVROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 5.1% | 2.3% | ||
| Q3 25 | 6.4% | 3.6% | ||
| Q2 25 | 5.0% | 4.0% | ||
| Q1 25 | 3.8% | 5.0% | ||
| Q4 24 | 3.9% | 8.0% | ||
| Q3 24 | 3.7% | 8.2% | ||
| Q2 24 | 4.6% | 6.6% |
现金转化率DVROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 2.48× | 10.20× | ||
| Q3 25 | 5.02× | 3.36× | ||
| Q2 25 | 5.66× | — | ||
| Q1 25 | 15.95× | — | ||
| Q4 24 | 1.60× | — | ||
| Q3 24 | 3.00× | 3.96× | ||
| Q2 24 | 4.80× | 2.83× |
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% |
ROG
暂无分部数据
