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DoubleVerify Holdings, Inc.（DV）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是DoubleVerify Holdings, Inc.的1.6倍（$324.4M vs $205.6M），DoubleVerify Holdings, Inc.净利率更高（14.3% vs 5.7%，领先8.5%），Revolve Group, Inc.同比增速更快（10.4% vs 7.9%），DoubleVerify Holdings, Inc.自由现金流更多（$62.1M vs $-13.3M），过去两年DoubleVerify Holdings, Inc.的营收复合增速更高（20.8% vs 9.5%）
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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
DV vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.6倍
$205.6M
营收增速更快
RVLV
高出2.6%
7.9%
净利率更高
DV
高出8.5%
5.7%
自由现金流更多
DV
多$75.4M
$-13.3M
两年增速更快
DV
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $205.6M | $324.4M |
| 净利润 | $29.3M | $18.6M |
| 毛利率 | 82.5% | 53.3% |
| 营业利润率 | 18.4% | 6.3% |
| 净利率 | 14.3% | 5.7% |
| 营收同比 | 7.9% | 10.4% |
| 净利润同比 | 25.3% | 50.4% |
| 每股收益（稀释后） | $0.18 | $0.27 |
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DVRVLV
| Q4 25 | $205.6M | $324.4M | ||
| Q3 25 | $188.6M | $295.6M | ||
| Q2 25 | $189.0M | $309.0M | ||
| Q1 25 | $165.1M | $296.7M | ||
| Q4 24 | $190.6M | $293.7M | ||
| Q3 24 | $169.6M | $283.1M | ||
| Q2 24 | $155.9M | $282.5M | ||
| Q1 24 | $140.8M | $270.6M |
净利润DVRVLV
| Q4 25 | $29.3M | $18.6M | ||
| Q3 25 | $10.2M | $21.2M | ||
| Q2 25 | $8.8M | $10.2M | ||
| Q1 25 | $2.4M | $11.8M | ||
| Q4 24 | $23.4M | $12.3M | ||
| Q3 24 | $18.2M | $11.0M | ||
| Q2 24 | $7.5M | $15.4M | ||
| Q1 24 | $7.2M | $10.9M |
毛利率DVRVLV
| Q4 25 | 82.5% | 53.3% | ||
| Q3 25 | 82.3% | 54.6% | ||
| Q2 25 | 82.5% | 54.1% | ||
| Q1 25 | 81.2% | 52.0% | ||
| Q4 24 | 82.0% | 52.5% | ||
| Q3 24 | 82.6% | 51.2% | ||
| Q2 24 | 83.3% | 54.0% | ||
| Q1 24 | 81.1% | 52.3% |
营业利润率DVRVLV
| Q4 25 | 18.4% | 6.3% | ||
| Q3 25 | 11.2% | 7.1% | ||
| Q2 25 | 7.2% | 5.8% | ||
| Q1 25 | 4.1% | 5.0% | ||
| Q4 24 | 20.3% | 3.9% | ||
| Q3 24 | 15.2% | 5.0% | ||
| Q2 24 | 7.1% | 5.8% | ||
| Q1 24 | 4.9% | 3.4% |
净利率DVRVLV
| Q4 25 | 14.3% | 5.7% | ||
| Q3 25 | 5.4% | 7.2% | ||
| Q2 25 | 4.6% | 3.3% | ||
| Q1 25 | 1.4% | 4.0% | ||
| Q4 24 | 12.3% | 4.2% | ||
| Q3 24 | 10.7% | 3.9% | ||
| Q2 24 | 4.8% | 5.4% | ||
| Q1 24 | 5.1% | 4.0% |
每股收益（稀释后）DVRVLV
| Q4 25 | $0.18 | $0.27 | ||
| Q3 25 | $0.06 | $0.29 | ||
| Q2 25 | $0.05 | $0.14 | ||
| Q1 25 | $0.01 | $0.16 | ||
| Q4 24 | $0.14 | $0.18 | ||
| Q3 24 | $0.10 | $0.15 | ||
| Q2 24 | $0.04 | $0.21 | ||
| Q1 24 | $0.04 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $512.5M |
| 总资产 | $1.4B | $765.0M |
| 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DVRVLV
| Q4 25 | $259.0M | $292.3M | ||
| Q3 25 | $200.7M | $315.4M | ||
| Q2 25 | $216.8M | $310.7M | ||
| Q1 25 | $174.3M | $300.8M | ||
| Q4 24 | $310.6M | $256.6M | ||
| Q3 24 | $362.6M | $252.8M | ||
| Q2 24 | $338.8M | $244.7M | ||
| Q1 24 | $334.3M | $273.4M |
股东权益DVRVLV
| Q4 25 | $1.1B | $512.5M | ||
| Q3 25 | $1.1B | $490.2M | ||
| Q2 25 | $1.1B | $468.6M | ||
| Q1 25 | $1.0B | $453.4M | ||
| Q4 24 | $1.1B | $437.8M | ||
| Q3 24 | $1.1B | $420.8M | ||
| Q2 24 | $1.1B | $405.8M | ||
| Q1 24 | $1.1B | $389.9M |
总资产DVRVLV
| Q4 25 | $1.4B | $765.0M | ||
| Q3 25 | $1.3B | $751.3M | ||
| Q2 25 | $1.3B | $722.9M | ||
| Q1 25 | $1.2B | $713.9M | ||
| Q4 24 | $1.3B | $665.5M | ||
| Q3 24 | $1.3B | $670.9M | ||
| Q2 24 | $1.3B | $657.8M | ||
| Q1 24 | $1.3B | $650.0M |
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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $62.1M | $-13.3M |
| 自由现金流率自由现金流/营收 | 30.2% | -4.1% |
| 资本支出强度资本支出/营收 | 5.1% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.48× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $172.7M | $48.0M |
8季度趋势，按日历期对齐
经营现金流DVRVLV
| Q4 25 | $72.7M | $-10.2M | ||
| Q3 25 | $51.2M | $11.8M | ||
| Q2 25 | $49.6M | $12.6M | ||
| Q1 25 | $37.7M | $45.1M | ||
| Q4 24 | $37.4M | $3.9M | ||
| Q3 24 | $54.6M | $9.1M | ||
| Q2 24 | $35.9M | $-24.7M | ||
| Q1 24 | $31.8M | $38.4M |
自由现金流DVRVLV
| Q4 25 | $62.1M | $-13.3M | ||
| Q3 25 | $39.0M | $7.5M | ||
| Q2 25 | $40.1M | $10.4M | ||
| Q1 25 | $31.4M | $43.4M | ||
| Q4 24 | $30.0M | $2.1M | ||
| Q3 24 | $48.4M | $8.0M | ||
| Q2 24 | $28.7M | $-25.7M | ||
| Q1 24 | $25.4M | $36.7M |
自由现金流率DVRVLV
| Q4 25 | 30.2% | -4.1% | ||
| Q3 25 | 20.7% | 2.5% | ||
| Q2 25 | 21.2% | 3.4% | ||
| Q1 25 | 19.0% | 14.6% | ||
| Q4 24 | 15.8% | 0.7% | ||
| Q3 24 | 28.5% | 2.8% | ||
| Q2 24 | 18.4% | -9.1% | ||
| Q1 24 | 18.0% | 13.5% |
资本支出强度DVRVLV
| Q4 25 | 5.1% | 1.0% | ||
| Q3 25 | 6.4% | 1.5% | ||
| Q2 25 | 5.0% | 0.7% | ||
| Q1 25 | 3.8% | 0.6% | ||
| Q4 24 | 3.9% | 0.6% | ||
| Q3 24 | 3.7% | 0.4% | ||
| Q2 24 | 4.6% | 0.4% | ||
| Q1 24 | 4.5% | 0.6% |
现金转化率DVRVLV
| Q4 25 | 2.48× | -0.55× | ||
| Q3 25 | 5.02× | 0.56× | ||
| Q2 25 | 5.66× | 1.24× | ||
| Q1 25 | 15.95× | 3.82× | ||
| Q4 24 | 1.60× | 0.32× | ||
| Q3 24 | 3.00× | 0.83× | ||
| Q2 24 | 4.80× | -1.60× | ||
| Q1 24 | 4.44× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
