Dropbox 对比 PTC
可添加、更换或移除公司，最多四家。
简而言之
- PTC 规模更大:2025 财年营收 $2.7B，Dropbox 为 $2.5B。
- PTC 营收增长更快(19.2%，对方为 −1.1%)。
- PTC 每一美元销售额中留下的营业利润更多(营业利润率 35.9%，对方为 27.3%)。
- Dropbox 将更多销售额转化为自由现金流(自由现金流利润率 36.9%，对方为 31.3%)。
- 投资者愿为 Dropbox 每一美元的盈利支付更高价格：市盈率 21.0x，而 PTC 为 18.9x。
| 最近财年 | DBX · FY25 | PTC · FY25 |
|---|---|---|
| 规模 | ||
| 市值 | $8.6B | $22.3B |
| 营收 | $2.5B | $2.7B |
| 自由现金流 | $931M | $857M |
| 净利润 | $508M | $734M |
| 增长 | ||
| 营收增长 | −1.1% | 19.2% |
| 5年增长率 | 5.7% | 13.4% |
| 股数变化 | −15.7% | 0.0% |
| 盈利能力 | ||
| 毛利率 | 80.1% | 83.8% |
| 营业利润率 | 27.3% | 35.9% |
| 净利率 | 20.2% | 26.8% |
| 自由现金流利润率 | 36.9% | 31.3% |
| 资本回报率 | — | 17.4% |
| 股本回报率 | — | 20.9% |
| 资产负债表 | ||
| 净债务 | $693M | $988M |
| 净债务 / EBITDA | 0.8x | 0.9x |
| 股息与回购 | $1.7B | $300M |
| 估值与质量 | ||
| 市盈率 | 21.0x | 18.9x |
| Piotroski F 分数 | 5 | 8 |
FY16
DBX $845M
PTC $1.1B
FY17
DBX $1.1B
PTC $1.2B
FY18
DBX $1.4B
PTC $1.2B
FY19
DBX $1.7B
PTC $1.3B
FY20
DBX $1.9B
PTC $1.5B
FY21
DBX $2.2B
PTC $1.8B
FY22
DBX $2.3B
PTC $1.9B
FY23
DBX $2.5B
PTC $2.1B
FY24
DBX $2.5B
PTC $2.3B
FY25
DBX $2.5B
PTC $2.7B
DBX
PTC
FY16
DBX −22.9%
PTC −3.3%
FY17
DBX −10.3%
PTC 3.6%
FY18
DBX −35.5%
PTC 5.9%
FY19
DBX −4.9%
PTC 5.0%
FY20
DBX −14.5%
PTC 14.5%
FY21
DBX 12.7%
PTC 21.1%
FY22
DBX 7.8%
PTC 23.1%
FY23
DBX 21.5%
PTC 21.9%
FY24
DBX 19.1%
PTC 25.6%
FY25
DBX 27.3%
PTC 35.9%
DBX
PTC
FY16
DBX $137M
PTC $157M
FY17
DBX $305M
PTC $110M
FY18
DBX $362M
PTC $212M
FY19
DBX $392M
PTC $221M
FY20
DBX $491M
PTC $214M
FY21
DBX $708M
PTC $344M
FY22
DBX $764M
PTC $416M
FY23
DBX $759M
PTC $587M
FY24
DBX $872M
PTC $736M
FY25
DBX $931M
PTC $857M
DBX
PTC
FY16
DBX —
PTC —
FY17
DBX —
PTC —
FY18
DBX —
PTC —
FY19
DBX —
PTC 2.2%
FY20
DBX —
PTC 10.9%
FY21
DBX —
PTC 14.3%
FY22
DBX —
PTC 10.8%
FY23
DBX —
PTC 9.1%
FY24
DBX —
PTC 11.4%
FY25
DBX —
PTC 17.4%
DBX
PTC
各公司最近一个财年的数据；各公司财年结束月份不同。在越高(或越低)明显越好的行中，突出显示最佳值。不构成投资建议。