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MongoDB, Inc.（MDB）与BOSTON BEER CO INC（SAM）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BOSTON BEER CO INC的1.4倍（$628.3M vs $461.6M），MongoDB, Inc.同比增速更快（18.7% vs -4.1%），过去两年MongoDB, Inc.的营收复合增速更高（17.1% vs -10.7%）
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。
波士顿啤酒公司是美国知名酿酒企业，1984年由吉姆·科赫与朗达·卡尔曼联合创立。旗下首款产品以美国开国元勋、独立运动先驱塞缪尔·亚当斯命名，后续陆续推出多个自有品牌，2019年正式完成与角鲨头酿酒厂的合并，是北美精酿啤酒行业的核心参与者之一。
MDB vs SAM — 直观对比
营收规模更大
MDB
是对方的1.4倍
$461.6M
营收增速更快
MDB
高出22.8%
-4.1%
两年增速更快
MDB
近两年复合增速
-10.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $628.3M | $461.6M |
| 净利润 | $-2.0M | — |
| 毛利率 | 71.5% | 46.4% |
| 营业利润率 | -2.9% | 12.4% |
| 净利率 | -0.3% | — |
| 营收同比 | 18.7% | -4.1% |
| 净利润同比 | 79.5% | — |
| 每股收益（稀释后） | — | $2.16 |
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MDBSAM
| Q1 26 | — | $461.6M | ||
| Q4 25 | $628.3M | $385.7M | ||
| Q3 25 | $591.4M | $537.5M | ||
| Q2 25 | $549.0M | $587.9M | ||
| Q1 25 | $548.4M | $453.9M | ||
| Q4 24 | $529.4M | $402.3M | ||
| Q3 24 | $478.1M | $605.5M | ||
| Q2 24 | $450.6M | $579.1M |
净利润MDBSAM
| Q1 26 | — | — | ||
| Q4 25 | $-2.0M | $-22.5M | ||
| Q3 25 | $-47.0M | $46.2M | ||
| Q2 25 | $-37.6M | $60.4M | ||
| Q1 25 | $15.8M | $24.4M | ||
| Q4 24 | $-9.8M | $-38.8M | ||
| Q3 24 | $-54.5M | $33.5M | ||
| Q2 24 | $-80.6M | $52.3M |
毛利率MDBSAM
| Q1 26 | — | 46.4% | ||
| Q4 25 | 71.5% | 43.5% | ||
| Q3 25 | 71.0% | 50.8% | ||
| Q2 25 | 71.2% | 49.8% | ||
| Q1 25 | 72.8% | 48.3% | ||
| Q4 24 | 74.4% | 39.9% | ||
| Q3 24 | 73.2% | 46.3% | ||
| Q2 24 | 72.8% | 46.0% |
营业利润率MDBSAM
| Q1 26 | — | 12.4% | ||
| Q4 25 | -2.9% | -8.6% | ||
| Q3 25 | -11.0% | 11.5% | ||
| Q2 25 | -9.8% | 14.0% | ||
| Q1 25 | -3.4% | 7.4% | ||
| Q4 24 | -5.3% | -13.9% | ||
| Q3 24 | -14.9% | 7.6% | ||
| Q2 24 | -21.8% | 12.2% |
净利率MDBSAM
| Q1 26 | — | — | ||
| Q4 25 | -0.3% | -5.8% | ||
| Q3 25 | -8.0% | 8.6% | ||
| Q2 25 | -6.9% | 10.3% | ||
| Q1 25 | 2.9% | 5.4% | ||
| Q4 24 | -1.8% | -9.6% | ||
| Q3 24 | -11.4% | 5.5% | ||
| Q2 24 | -17.9% | 9.0% |
每股收益（稀释后）MDBSAM
| Q1 26 | — | $2.16 | ||
| Q4 25 | — | $-1.97 | ||
| Q3 25 | — | $4.25 | ||
| Q2 25 | — | $5.45 | ||
| Q1 25 | — | $2.16 | ||
| Q4 24 | — | $-3.23 | ||
| Q3 24 | — | $2.86 | ||
| Q2 24 | — | $4.39 |
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 | $164.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $682.6M |
| 总资产 | $3.6B | $1.2B |
| 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MDBSAM
| Q1 26 | — | $164.1M | ||
| Q4 25 | $834.1M | $223.4M | ||
| Q3 25 | $647.1M | $250.5M | ||
| Q2 25 | $657.8M | $212.4M | ||
| Q1 25 | $490.1M | $152.5M | ||
| Q4 24 | $673.1M | $211.8M | ||
| Q3 24 | $1.3B | $255.6M | ||
| Q2 24 | $815.7M | $219.3M |
股东权益MDBSAM
| Q1 26 | — | $682.6M | ||
| Q4 25 | $2.9B | $846.3M | ||
| Q3 25 | $2.9B | $911.0M | ||
| Q2 25 | $3.0B | $912.3M | ||
| Q1 25 | $2.8B | $897.0M | ||
| Q4 24 | $1.5B | $916.2M | ||
| Q3 24 | $1.4B | $1.0B | ||
| Q2 24 | $1.3B | $1.0B |
总资产MDBSAM
| Q1 26 | — | $1.2B | ||
| Q4 25 | $3.6B | $1.2B | ||
| Q3 25 | $3.5B | $1.2B | ||
| Q2 25 | $3.6B | $1.3B | ||
| Q1 25 | $3.4B | $1.2B | ||
| Q4 24 | $3.2B | $1.3B | ||
| Q3 24 | $3.1B | $1.4B | ||
| Q2 24 | $3.0B | $1.4B |
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 | — |
| 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 | — | — |
| 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MDBSAM
| Q1 26 | — | — | ||
| Q4 25 | $143.5M | $39.9M | ||
| Q3 25 | $72.1M | $101.8M | ||
| Q2 25 | $109.9M | $126.5M | ||
| Q1 25 | $50.5M | $1.9M | ||
| Q4 24 | $37.4M | $41.9M | ||
| Q3 24 | $-1.4M | $115.9M | ||
| Q2 24 | $63.6M | $96.0M |
自由现金流MDBSAM
| Q1 26 | — | — | ||
| Q4 25 | $141.8M | $22.1M | ||
| Q3 25 | $71.6M | $89.2M | ||
| Q2 25 | $108.3M | $112.2M | ||
| Q1 25 | $24.6M | $-8.0M | ||
| Q4 24 | $35.5M | $18.4M | ||
| Q3 24 | $-2.4M | $99.2M | ||
| Q2 24 | $63.1M | $75.6M |
自由现金流率MDBSAM
| Q1 26 | — | — | ||
| Q4 25 | 22.6% | 5.7% | ||
| Q3 25 | 12.1% | 16.6% | ||
| Q2 25 | 19.7% | 19.1% | ||
| Q1 25 | 4.5% | -1.8% | ||
| Q4 24 | 6.7% | 4.6% | ||
| Q3 24 | -0.5% | 16.4% | ||
| Q2 24 | 14.0% | 13.1% |
资本支出强度MDBSAM
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 4.6% | ||
| Q3 25 | 0.1% | 2.3% | ||
| Q2 25 | 0.3% | 2.4% | ||
| Q1 25 | 4.7% | 2.2% | ||
| Q4 24 | 0.4% | 5.8% | ||
| Q3 24 | 0.2% | 2.8% | ||
| Q2 24 | 0.1% | 3.5% |
现金转化率MDBSAM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | — | 2.09× | ||
| Q1 25 | 3.19× | 0.08× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.46× | ||
| Q2 24 | — | 1.83× |
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
MDB
| Mongo DB Atlas Related | $470.4M | 75% |
| Other Subscription | $138.7M | 22% |
| Services | $19.2M | 3% |
SAM
暂无分部数据
