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Doximity, Inc.（DOCS）とTACTILE SYSTEMS TECHNOLOGY INC（TCMD）の財務データ比較。上の社名をクリックして会社を切り替えられます
Doximity, Inc.の直近四半期売上が大きい（$185.1M vs $103.6M、TACTILE SYSTEMS TECHNOLOGY INCの約1.8倍）。Doximity, Inc.の純利益率が高く（33.3% vs 10.3%、差は23.0%）。TACTILE SYSTEMS TECHNOLOGY INCの前年同期比売上増加率が高い（21.0% vs 9.8%）。過去8四半期でTACTILE SYSTEMS TECHNOLOGY INCの売上複合成長率が高い（30.2% vs 25.2%）
Doximity社は2010年に設立された医療従事者向けオンラインネットワーキングサービスを運営する企業で、会員に厳選された医療ニュース、遠隔医療ツール、症例コラボレーション機能を提供し、医療関係者の業務効率化と情報交換を支援している。
Dominion Voting Systems Corporationは北米の企業で、カナダとアメリカ合衆国において、投票機や集計機を含む電子投票用のハードウェアとソフトウェアの開発・販売を行っている、地域内で代表的な電子投票関連事業者です。
DOCS vs TCMD — 直接比較
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $185.1M | $103.6M |
| 純利益 | $61.6M | $10.6M |
| 粗利率 | 89.9% | 78.2% |
| 営業利益率 | 38.9% | 18.1% |
| 純利益率 | 33.3% | 10.3% |
| 売上前年比 | 9.8% | 21.0% |
| 純利益前年比 | -18.1% | 9.4% |
| EPS（希薄化後） | $0.31 | $0.45 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $185.1M | $103.6M | ||
| Q3 25 | $168.5M | $85.8M | ||
| Q2 25 | $145.9M | $78.9M | ||
| Q1 25 | $138.3M | $61.3M | ||
| Q4 24 | $168.6M | $85.6M | ||
| Q3 24 | $136.8M | $73.1M | ||
| Q2 24 | $126.7M | $73.2M | ||
| Q1 24 | $118.1M | $61.1M |
| Q4 25 | $61.6M | $10.6M | ||
| Q3 25 | $62.1M | $8.2M | ||
| Q2 25 | $53.3M | $3.2M | ||
| Q1 25 | $62.5M | $-3.0M | ||
| Q4 24 | $75.2M | $9.7M | ||
| Q3 24 | $44.2M | $5.2M | ||
| Q2 24 | $41.4M | $4.3M | ||
| Q1 24 | $40.6M | $-2.2M |
| Q4 25 | 89.9% | 78.2% | ||
| Q3 25 | 90.3% | 75.8% | ||
| Q2 25 | 89.2% | 74.5% | ||
| Q1 25 | 89.5% | 74.0% | ||
| Q4 24 | 91.6% | 75.2% | ||
| Q3 24 | 90.0% | 75.0% | ||
| Q2 24 | 89.3% | 73.9% | ||
| Q1 24 | 89.4% | 71.1% |
| Q4 25 | 38.9% | 18.1% | ||
| Q3 25 | 37.8% | 12.8% | ||
| Q2 25 | 37.4% | 5.2% | ||
| Q1 25 | 35.2% | -7.4% | ||
| Q4 24 | 47.4% | 14.6% | ||
| Q3 24 | 38.8% | 9.3% | ||
| Q2 24 | 36.4% | 8.0% | ||
| Q1 24 | 35.5% | -4.9% |
| Q4 25 | 33.3% | 10.3% | ||
| Q3 25 | 36.8% | 9.6% | ||
| Q2 25 | 36.5% | 4.1% | ||
| Q1 25 | 45.2% | -4.9% | ||
| Q4 24 | 44.6% | 11.4% | ||
| Q3 24 | 32.3% | 7.1% | ||
| Q2 24 | 32.7% | 5.9% | ||
| Q1 24 | 34.4% | -3.6% |
| Q4 25 | $0.31 | $0.45 | ||
| Q3 25 | $0.31 | $0.36 | ||
| Q2 25 | $0.27 | $0.14 | ||
| Q1 25 | $0.31 | $-0.13 | ||
| Q4 24 | $0.37 | $0.40 | ||
| Q3 24 | $0.22 | $0.21 | ||
| Q2 24 | $0.21 | $0.18 | ||
| Q1 24 | $0.20 | $-0.09 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $64.8M | $83.4M |
| 総負債低いほど良い | — | $0 |
| 株主資本純資産 | $979.3M | $218.9M |
| 総資産 | $1.2B | $273.9M |
| 負債/資本比率低いほどレバレッジが低い | — | 0.00× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.8M | $83.4M | ||
| Q3 25 | $169.2M | $66.0M | ||
| Q2 25 | $137.3M | $81.5M | ||
| Q1 25 | $209.6M | $83.6M | ||
| Q4 24 | $165.3M | $94.4M | ||
| Q3 24 | $184.2M | $82.1M | ||
| Q2 24 | $111.4M | $73.6M | ||
| Q1 24 | $96.8M | $60.7M |
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $27.0M | ||
| Q2 24 | — | $27.8M | ||
| Q1 24 | — | $28.5M |
| Q4 25 | $979.3M | $218.9M | ||
| Q3 25 | $1.1B | $204.9M | ||
| Q2 25 | $1.0B | $194.9M | ||
| Q1 25 | $1.1B | $205.6M | ||
| Q4 24 | $1.0B | $216.6M | ||
| Q3 24 | $961.2M | $207.9M | ||
| Q2 24 | $913.6M | $200.7M | ||
| Q1 24 | $901.4M | $193.5M |
| Q4 25 | $1.2B | $273.9M | ||
| Q3 25 | $1.3B | $259.2M | ||
| Q2 25 | $1.2B | $273.0M | ||
| Q1 25 | $1.3B | $280.2M | ||
| Q4 24 | $1.2B | $297.9M | ||
| Q3 24 | $1.1B | $287.7M | ||
| Q2 24 | $1.1B | $278.8M | ||
| Q1 24 | $1.1B | $272.0M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.15× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $60.9M | $17.3M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $16.8M |
| FCFマージンFCF / 売上 | — | 16.2% |
| 設備投資強度設備投資 / 売上 | — | 0.5% |
| キャッシュ転換率営業CF / 純利益 | 0.99× | 1.63× |
| 直近12ヶ月FCF直近4四半期 | — | $40.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $60.9M | $17.3M | ||
| Q3 25 | $93.9M | $10.3M | ||
| Q2 25 | $62.1M | $14.8M | ||
| Q1 25 | $98.5M | $417.0K | ||
| Q4 24 | $65.2M | $16.3M | ||
| Q3 24 | $68.3M | $10.3M | ||
| Q2 24 | $41.2M | $13.1M | ||
| Q1 24 | $63.9M | $924.0K |
| Q4 25 | — | $16.8M | ||
| Q3 25 | — | $9.2M | ||
| Q2 25 | — | $14.4M | ||
| Q1 25 | — | $38.0K | ||
| Q4 24 | — | $15.9M | ||
| Q3 24 | — | $9.3M | ||
| Q2 24 | — | $12.6M | ||
| Q1 24 | — | $442.0K |
| Q4 25 | — | 16.2% | ||
| Q3 25 | — | 10.8% | ||
| Q2 25 | — | 18.2% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 18.5% | ||
| Q3 24 | — | 12.7% | ||
| Q2 24 | — | 17.3% | ||
| Q1 24 | — | 0.7% |
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | 0.0% | 0.6% | ||
| Q4 24 | 0.0% | 0.5% | ||
| Q3 24 | 0.0% | 1.3% | ||
| Q2 24 | 0.0% | 0.7% | ||
| Q1 24 | 0.0% | 0.8% |
| Q4 25 | 0.99× | 1.63× | ||
| Q3 25 | 1.51× | 1.26× | ||
| Q2 25 | 1.16× | 4.59× | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | 1.68× | ||
| Q3 24 | 1.55× | 1.99× | ||
| Q2 24 | 1.00× | 3.06× | ||
| Q1 24 | 1.57× | — |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
