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MongoDB, Inc.（MDB）与VinFast Auto Ltd.（VFS）财务数据对比。点击上方公司名可切换其他公司
VinFast Auto Ltd.的季度营收约是MongoDB, Inc.的1.1倍（$718.6M vs $628.3M），MongoDB, Inc.净利率更高（-0.3% vs -2.8%，领先2.5%）
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。
VinFast Auto Ltd.是越南跨国汽车企业，由越南最大私营综合企业集团之一Vingroup创立。Vingroup由越南知名企业家潘日旺创办，业务覆盖地产、零售、医疗、科技等多个领域，是越南本土头部企业集团。
MDB vs VFS — 直观对比
营收规模更大
VFS
是对方的1.1倍
$628.3M
净利率更高
MDB
高出2.5%
-2.8%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $628.3M | $718.6M |
| 净利润 | $-2.0M | $-20.0M |
| 毛利率 | 71.5% | — |
| 营业利润率 | -2.9% | -96.1% |
| 净利率 | -0.3% | -2.8% |
| 营收同比 | 18.7% | — |
| 净利润同比 | 79.5% | — |
| 每股收益（稀释后） | — | — |
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MDBVFS
| Q4 25 | $628.3M | — | ||
| Q3 25 | $591.4M | $718.6M | ||
| Q2 25 | $549.0M | $663.0M | ||
| Q1 25 | $548.4M | $656.5M | ||
| Q4 24 | $529.4M | — | ||
| Q3 24 | $478.1M | $511.6M | ||
| Q2 24 | $450.6M | — | ||
| Q1 24 | $458.0M | $302.6M |
净利润MDBVFS
| Q4 25 | $-2.0M | — | ||
| Q3 25 | $-47.0M | $-20.0M | ||
| Q2 25 | $-37.6M | $-51.8M | ||
| Q1 25 | $15.8M | $-26.1M | ||
| Q4 24 | $-9.8M | — | ||
| Q3 24 | $-54.5M | $-10.4M | ||
| Q2 24 | $-80.6M | — | ||
| Q1 24 | $-55.5M | $-618.3M |
毛利率MDBVFS
| Q4 25 | 71.5% | — | ||
| Q3 25 | 71.0% | — | ||
| Q2 25 | 71.2% | — | ||
| Q1 25 | 72.8% | — | ||
| Q4 24 | 74.4% | — | ||
| Q3 24 | 73.2% | — | ||
| Q2 24 | 72.8% | — | ||
| Q1 24 | 75.0% | — |
营业利润率MDBVFS
| Q4 25 | -2.9% | — | ||
| Q3 25 | -11.0% | -96.1% | ||
| Q2 25 | -9.8% | -79.0% | ||
| Q1 25 | -3.4% | -74.0% | ||
| Q4 24 | -5.3% | — | ||
| Q3 24 | -14.9% | -65.9% | ||
| Q2 24 | -21.8% | — | ||
| Q1 24 | -15.5% | -139.4% |
净利率MDBVFS
| Q4 25 | -0.3% | — | ||
| Q3 25 | -8.0% | -2.8% | ||
| Q2 25 | -6.9% | -7.8% | ||
| Q1 25 | 2.9% | -4.0% | ||
| Q4 24 | -1.8% | — | ||
| Q3 24 | -11.4% | -2.0% | ||
| Q2 24 | -17.9% | — | ||
| Q1 24 | -12.1% | -204.3% |
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 | $8.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | — |
| 总资产 | $3.6B | $183.2M |
| 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MDBVFS
| Q4 25 | $834.1M | — | ||
| Q3 25 | $647.1M | $8.8M | ||
| Q2 25 | $657.8M | $650.0M | ||
| Q1 25 | $490.1M | $2.4M | ||
| Q4 24 | $673.1M | — | ||
| Q3 24 | $1.3B | $1.9M | ||
| Q2 24 | $815.7M | — | ||
| Q1 24 | $803.0M | $3.0M |
股东权益MDBVFS
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $3.0B | $-7.2B | ||
| Q1 25 | $2.8B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.1B | — |
总资产MDBVFS
| Q4 25 | $3.6B | — | ||
| Q3 25 | $3.5B | $183.2M | ||
| Q2 25 | $3.6B | $7.2B | ||
| Q1 25 | $3.4B | $158.2M | ||
| Q4 24 | $3.2B | — | ||
| Q3 24 | $3.1B | $151.8M | ||
| Q2 24 | $3.0B | — | ||
| Q1 24 | $2.9B | $145.6M |
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MDBVFS
| Q4 25 | $143.5M | — | ||
| Q3 25 | $72.1M | — | ||
| Q2 25 | $109.9M | — | ||
| Q1 25 | $50.5M | — | ||
| Q4 24 | $37.4M | — | ||
| Q3 24 | $-1.4M | — | ||
| Q2 24 | $63.6M | — | ||
| Q1 24 | $54.6M | — |
自由现金流MDBVFS
| 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MDBVFS
| 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MDBVFS
| 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MDBVFS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.19× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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% |
VFS
| Sales of vehicles | $662.9M | 92% |
| Sales of spare parts and components | $41.3M | 6% |
| Revenue from leasing activities | $12.3M | 2% |
| Finance income | $2.4M | 0% |
| Rendering of services | $1.2M | 0% |
