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MongoDB, Inc.（MDB）与Atlassian Corp（TEAM）财务数据对比。点击上方公司名可切换其他公司
Atlassian Corp的季度营收约是MongoDB, Inc.的2.5倍（$1.6B vs $628.3M），MongoDB, Inc.净利率更高（-0.3% vs -2.7%，领先2.4%），Atlassian Corp同比增速更快（23.3% vs 18.7%），Atlassian Corp自由现金流更多（$168.5M vs $141.8M）
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。
Dragoneer投资集团是总部位于美国加利福尼亚州旧金山的专业投资机构，专注于全球科技领域的投资布局，业务覆盖公开股票市场与私募股权市场，在全球科技投资赛道拥有丰富的运作经验和行业资源。
MDB vs TEAM — 直观对比
营收规模更大
TEAM
是对方的2.5倍
$628.3M
营收增速更快
TEAM
高出4.6%
18.7%
净利率更高
MDB
高出2.4%
-2.7%
自由现金流更多
TEAM
多$26.7M
$141.8M
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $628.3M | $1.6B |
| 净利润 | $-2.0M | $-42.6M |
| 毛利率 | 71.5% | 85.0% |
| 营业利润率 | -2.9% | -3.0% |
| 净利率 | -0.3% | -2.7% |
| 营收同比 | 18.7% | 23.3% |
| 净利润同比 | 79.5% | -11.6% |
| 每股收益（稀释后） | — | $-0.16 |
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MDBTEAM
| Q4 25 | $628.3M | $1.6B | ||
| Q3 25 | $591.4M | $1.4B | ||
| Q2 25 | $549.0M | $1.4B | ||
| Q1 25 | $548.4M | $1.4B | ||
| Q4 24 | $529.4M | $1.3B | ||
| Q3 24 | $478.1M | $1.2B | ||
| Q2 24 | $450.6M | — | ||
| Q1 24 | $458.0M | $1.2B |
净利润MDBTEAM
| Q4 25 | $-2.0M | $-42.6M | ||
| Q3 25 | $-47.0M | $-51.9M | ||
| Q2 25 | $-37.6M | $-23.9M | ||
| Q1 25 | $15.8M | $-70.8M | ||
| Q4 24 | $-9.8M | $-38.2M | ||
| Q3 24 | $-54.5M | $-123.8M | ||
| Q2 24 | $-80.6M | — | ||
| Q1 24 | $-55.5M | $12.8M |
毛利率MDBTEAM
| Q4 25 | 71.5% | 85.0% | ||
| Q3 25 | 71.0% | 82.0% | ||
| Q2 25 | 71.2% | 83.1% | ||
| Q1 25 | 72.8% | 83.8% | ||
| Q4 24 | 74.4% | 82.7% | ||
| Q3 24 | 73.2% | 81.7% | ||
| Q2 24 | 72.8% | — | ||
| Q1 24 | 75.0% | 82.1% |
营业利润率MDBTEAM
| Q4 25 | -2.9% | -3.0% | ||
| Q3 25 | -11.0% | -6.7% | ||
| Q2 25 | -9.8% | -2.1% | ||
| Q1 25 | -3.4% | -0.9% | ||
| Q4 24 | -5.3% | -4.5% | ||
| Q3 24 | -14.9% | -2.7% | ||
| Q2 24 | -21.8% | — | ||
| Q1 24 | -15.5% | 1.5% |
净利率MDBTEAM
| Q4 25 | -0.3% | -2.7% | ||
| Q3 25 | -8.0% | -3.6% | ||
| Q2 25 | -6.9% | -1.7% | ||
| Q1 25 | 2.9% | -5.2% | ||
| Q4 24 | -1.8% | -3.0% | ||
| Q3 24 | -11.4% | -10.4% | ||
| Q2 24 | -17.9% | — | ||
| Q1 24 | -12.1% | 1.1% |
每股收益（稀释后）MDBTEAM
| Q4 25 | — | $-0.16 | ||
| Q3 25 | — | $-0.20 | ||
| Q2 25 | — | $-0.08 | ||
| Q1 25 | — | $-0.27 | ||
| Q4 24 | — | $-0.15 | ||
| Q3 24 | — | $-0.48 | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $0.05 |
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 | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $1.6B |
| 总资产 | $3.6B | $6.2B |
| 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MDBTEAM
| Q4 25 | $834.1M | $1.6B | ||
| Q3 25 | $647.1M | $2.8B | ||
| Q2 25 | $657.8M | $2.9B | ||
| Q1 25 | $490.1M | $3.0B | ||
| Q4 24 | $673.1M | $2.5B | ||
| Q3 24 | $1.3B | $2.2B | ||
| Q2 24 | $815.7M | — | ||
| Q1 24 | $803.0M | $2.1B |
股东权益MDBTEAM
| Q4 25 | $2.9B | $1.6B | ||
| Q3 25 | $2.9B | $1.4B | ||
| Q2 25 | $3.0B | $1.3B | ||
| Q1 25 | $2.8B | $1.4B | ||
| Q4 24 | $1.5B | $1.2B | ||
| Q3 24 | $1.4B | $1.0B | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.1B | $1.1B |
总资产MDBTEAM
| Q4 25 | $3.6B | $6.2B | ||
| Q3 25 | $3.5B | $5.7B | ||
| Q2 25 | $3.6B | $6.0B | ||
| Q1 25 | $3.4B | $5.9B | ||
| Q4 24 | $3.2B | $5.4B | ||
| Q3 24 | $3.1B | $5.0B | ||
| Q2 24 | $3.0B | — | ||
| Q1 24 | $2.9B | $5.1B |
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 | $177.8M |
| 自由现金流经营现金流 - 资本支出 | $141.8M | $168.5M |
| 自由现金流率自由现金流/营收 | 22.6% | 10.6% |
| 资本支出强度资本支出/营收 | 0.3% | 0.6% |
| 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 | $1.3B |
8季度趋势，按日历期对齐
经营现金流MDBTEAM
| Q4 25 | $143.5M | $177.8M | ||
| Q3 25 | $72.1M | $128.7M | ||
| Q2 25 | $109.9M | $375.3M | ||
| Q1 25 | $50.5M | $652.7M | ||
| Q4 24 | $37.4M | $351.9M | ||
| Q3 24 | $-1.4M | $80.5M | ||
| Q2 24 | $63.6M | — | ||
| Q1 24 | $54.6M | $565.4M |
自由现金流MDBTEAM
| Q4 25 | $141.8M | $168.5M | ||
| Q3 25 | $71.6M | $114.6M | ||
| Q2 25 | $108.3M | $360.3M | ||
| Q1 25 | $24.6M | $638.3M | ||
| Q4 24 | $35.5M | $342.6M | ||
| Q3 24 | $-2.4M | $74.3M | ||
| Q2 24 | $63.1M | — | ||
| Q1 24 | $51.9M | $554.9M |
自由现金流率MDBTEAM
| Q4 25 | 22.6% | 10.6% | ||
| Q3 25 | 12.1% | 8.0% | ||
| Q2 25 | 19.7% | 26.0% | ||
| Q1 25 | 4.5% | 47.0% | ||
| Q4 24 | 6.7% | 26.6% | ||
| Q3 24 | -0.5% | 6.3% | ||
| Q2 24 | 14.0% | — | ||
| Q1 24 | 11.3% | 46.7% |
资本支出强度MDBTEAM
| Q4 25 | 0.3% | 0.6% | ||
| Q3 25 | 0.1% | 1.0% | ||
| Q2 25 | 0.3% | 1.1% | ||
| Q1 25 | 4.7% | 1.1% | ||
| Q4 24 | 0.4% | 0.7% | ||
| Q3 24 | 0.2% | 0.5% | ||
| Q2 24 | 0.1% | — | ||
| Q1 24 | 0.6% | 0.9% |
现金转化率MDBTEAM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.19× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 44.34× |
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% |
TEAM
| Cloud Deployment Services | $1.1B | 67% |
| Data Center Deployment | $435.6M | 27% |
| Marketplace And Services Deployment | $83.7M | 5% |
