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MongoDB, Inc.（MDB）与EPLUS INC（PLUS）财务数据对比。点击上方公司名可切换其他公司
MongoDB, Inc.的季度营收约是EPLUS INC的1.0倍（$628.3M vs $614.8M），EPLUS INC净利率更高（5.7% vs -0.3%，领先6.0%），EPLUS INC同比增速更快（20.3% vs 18.7%），过去两年MongoDB, Inc.的营收复合增速更高（17.1% vs 2.3%）
MongoDB Inc.是美国软件企业，核心业务为开发面向非结构化数据的数据库引擎MongoDB并提供相关商用技术支持。该产品脱胎于NoSQL数据库，后续新增ACID事务等能力，功能覆盖场景持续拓展，可充分满足全球企业级客户的多元需求。
ePlus Inc.是美国的科技咨询解决方案提供商，业务覆盖网络安全、云计算、网络架构、协作办公、人工智能及前沿技术领域，为超5000家客户提供定制化解决方案、专业咨询与托管服务，助力企业实现数字化转型与技术升级。
MDB vs PLUS — 直观对比
营收规模更大
MDB
是对方的1.0倍
$614.8M
营收增速更快
PLUS
高出1.6%
18.7%
净利率更高
PLUS
高出6.0%
-0.3%
两年增速更快
MDB
近两年复合增速
2.3%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $628.3M | $614.8M |
| 净利润 | $-2.0M | $35.1M |
| 毛利率 | 71.5% | 25.8% |
| 营业利润率 | -2.9% | 7.1% |
| 净利率 | -0.3% | 5.7% |
| 营收同比 | 18.7% | 20.3% |
| 净利润同比 | 79.5% | 45.2% |
| 每股收益（稀释后） | — | $1.33 |
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MDBPLUS
| Q4 25 | $628.3M | $614.8M | ||
| Q3 25 | $591.4M | $608.8M | ||
| Q2 25 | $549.0M | $637.3M | ||
| Q1 25 | $548.4M | — | ||
| Q4 24 | $529.4M | $493.2M | ||
| Q3 24 | $478.1M | $493.4M | ||
| Q2 24 | $450.6M | $535.7M | ||
| Q1 24 | $458.0M | — |
净利润MDBPLUS
| Q4 25 | $-2.0M | $35.1M | ||
| Q3 25 | $-47.0M | $34.9M | ||
| Q2 25 | $-37.6M | $37.7M | ||
| Q1 25 | $15.8M | — | ||
| Q4 24 | $-9.8M | $24.1M | ||
| Q3 24 | $-54.5M | $31.3M | ||
| Q2 24 | $-80.6M | $27.3M | ||
| Q1 24 | $-55.5M | — |
毛利率MDBPLUS
| Q4 25 | 71.5% | 25.8% | ||
| Q3 25 | 71.0% | 26.6% | ||
| Q2 25 | 71.2% | 23.3% | ||
| Q1 25 | 72.8% | — | ||
| Q4 24 | 74.4% | 25.4% | ||
| Q3 24 | 73.2% | 25.8% | ||
| Q2 24 | 72.8% | 23.7% | ||
| Q1 24 | 75.0% | — |
营业利润率MDBPLUS
| Q4 25 | -2.9% | 7.1% | ||
| Q3 25 | -11.0% | 8.0% | ||
| Q2 25 | -9.8% | 5.7% | ||
| Q1 25 | -3.4% | — | ||
| Q4 24 | -5.3% | 3.3% | ||
| Q3 24 | -14.9% | 5.5% | ||
| Q2 24 | -21.8% | 5.9% | ||
| Q1 24 | -15.5% | — |
净利率MDBPLUS
| Q4 25 | -0.3% | 5.7% | ||
| Q3 25 | -8.0% | 5.7% | ||
| Q2 25 | -6.9% | 5.9% | ||
| Q1 25 | 2.9% | — | ||
| Q4 24 | -1.8% | 4.9% | ||
| Q3 24 | -11.4% | 6.3% | ||
| Q2 24 | -17.9% | 5.1% | ||
| Q1 24 | -12.1% | — |
每股收益（稀释后）MDBPLUS
| Q4 25 | — | $1.33 | ||
| Q3 25 | — | $1.32 | ||
| Q2 25 | — | $1.43 | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0.91 | ||
| Q3 24 | — | $1.17 | ||
| Q2 24 | — | $1.02 | ||
| Q1 24 | — | — |
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 | $834.1M | $326.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $1.1B |
| 总资产 | $3.6B | $1.8B |
| 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MDBPLUS
| Q4 25 | $834.1M | $326.3M | ||
| Q3 25 | $647.1M | $402.2M | ||
| Q2 25 | $657.8M | $480.2M | ||
| Q1 25 | $490.1M | — | ||
| Q4 24 | $673.1M | $253.1M | ||
| Q3 24 | $1.3B | $187.5M | ||
| Q2 24 | $815.7M | $349.9M | ||
| Q1 24 | $803.0M | — |
股东权益MDBPLUS
| Q4 25 | $2.9B | $1.1B | ||
| Q3 25 | $2.9B | $1.0B | ||
| Q2 25 | $3.0B | $1.0B | ||
| Q1 25 | $2.8B | — | ||
| Q4 24 | $1.5B | $962.3M | ||
| Q3 24 | $1.4B | $947.0M | ||
| Q2 24 | $1.3B | $921.9M | ||
| Q1 24 | $1.1B | — |
总资产MDBPLUS
| Q4 25 | $3.6B | $1.8B | ||
| Q3 25 | $3.5B | $1.8B | ||
| Q2 25 | $3.6B | $1.8B | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.2B | $1.8B | ||
| Q3 24 | $3.1B | $1.7B | ||
| Q2 24 | $3.0B | $1.7B | ||
| Q1 24 | $2.9B | — |
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 | $143.5M | $-87.4M |
| 自由现金流经营现金流 - 资本支出 | $141.8M | — |
| 自由现金流率自由现金流/营收 | 22.6% | — |
| 资本支出强度资本支出/营收 | 0.3% | — |
| 现金转化率经营现金流/净利润 | — | -2.49× |
| 过去12个月自由现金流最近4个季度 | $346.3M | — |
8季度趋势，按日历期对齐
经营现金流MDBPLUS
| Q4 25 | $143.5M | $-87.4M | ||
| Q3 25 | $72.1M | $-34.8M | ||
| Q2 25 | $109.9M | $-99.0M | ||
| Q1 25 | $50.5M | — | ||
| Q4 24 | $37.4M | $65.7M | ||
| Q3 24 | $-1.4M | $-21.6M | ||
| Q2 24 | $63.6M | $97.1M | ||
| Q1 24 | $54.6M | — |
自由现金流MDBPLUS
| Q4 25 | $141.8M | — | ||
| Q3 25 | $71.6M | — | ||
| Q2 25 | $108.3M | — | ||
| Q1 25 | $24.6M | — | ||
| Q4 24 | $35.5M | — | ||
| Q3 24 | $-2.4M | — | ||
| Q2 24 | $63.1M | — | ||
| Q1 24 | $51.9M | — |
自由现金流率MDBPLUS
| Q4 25 | 22.6% | — | ||
| Q3 25 | 12.1% | — | ||
| Q2 25 | 19.7% | — | ||
| Q1 25 | 4.5% | — | ||
| Q4 24 | 6.7% | — | ||
| Q3 24 | -0.5% | — | ||
| Q2 24 | 14.0% | — | ||
| Q1 24 | 11.3% | — |
资本支出强度MDBPLUS
| Q4 25 | 0.3% | — | ||
| Q3 25 | 0.1% | — | ||
| Q2 25 | 0.3% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 0.1% | — | ||
| Q1 24 | 0.6% | — |
现金转化率MDBPLUS
| Q4 25 | — | -2.49× | ||
| Q3 25 | — | -1.00× | ||
| Q2 25 | — | -2.63× | ||
| Q1 25 | 3.19× | — | ||
| Q4 24 | — | 2.72× | ||
| Q3 24 | — | -0.69× | ||
| Q2 24 | — | 3.55× | ||
| Q1 24 | — | — |
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
MDB
| Mongo DB Atlas Related | $470.4M | 75% |
| Other Subscription | $138.7M | 22% |
| Services | $19.2M | 3% |
PLUS
| All Others Customer End Market | $107.0M | 17% |
| Technology Customer End Market | $89.4M | 15% |
| Health Care Customer End Market | $81.5M | 13% |
| Financial Services Customer End Market | $66.1M | 11% |
| Professional Services Reporting Unit | $64.1M | 10% |
| Security | $61.1M | 10% |
| State And Local Government And Educational Institutions | $59.9M | 10% |
| Managed Services Reporting Unit | $48.8M | 8% |
| Other Product | $21.1M | 3% |
| Collaboration | $13.4M | 2% |
