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传奇娱乐（ACEL）与Doximity, Inc.（DOCS）财务数据对比。点击上方公司名可切换其他公司
传奇娱乐的季度营收约是Doximity, Inc.的1.8倍（$341.4M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 4.7%，领先28.5%），Doximity, Inc.同比增速更快（9.8% vs 7.5%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 6.4%）
传奇娱乐是一家美国大众传媒与电影制作公司，总部位于加利福尼亚州伯班克，由托马斯·图尔于2000年创立。该公司长期与华纳兄弟影业、环球影业、索尼影视、派拉蒙影业等主流制片厂，以及网飞、葫芦等流媒体平台展开合作。
Doximity Inc成立于2010年，是面向医疗专业人士的线上社交服务平台，为平台会员提供精选医疗资讯、远程医疗工具，以及病例协作相关功能，助力医疗从业者高效交流信息、开展诊疗相关工作。
ACEL vs DOCS — 直观对比
营收规模更大
ACEL
是对方的1.8倍
$185.1M
营收增速更快
DOCS
高出2.2%
7.5%
净利率更高
DOCS
高出28.5%
4.7%
两年增速更快
DOCS
近两年复合增速
6.4%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $341.4M | $185.1M |
| 净利润 | $16.2M | $61.6M |
| 毛利率 | — | 89.9% |
| 营业利润率 | 8.7% | 38.9% |
| 净利率 | 4.7% | 33.3% |
| 营收同比 | 7.5% | 9.8% |
| 净利润同比 | 93.3% | -18.1% |
| 每股收益（稀释后） | $0.19 | $0.31 |
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ACELDOCS
| Q4 25 | $341.4M | $185.1M | ||
| Q3 25 | $329.7M | $168.5M | ||
| Q2 25 | $335.9M | $145.9M | ||
| Q1 25 | $323.9M | $138.3M | ||
| Q4 24 | $317.5M | $168.6M | ||
| Q3 24 | $302.2M | $136.8M | ||
| Q2 24 | $309.4M | $126.7M | ||
| Q1 24 | $301.8M | $118.1M |
净利润ACELDOCS
| Q4 25 | $16.2M | $61.6M | ||
| Q3 25 | $13.4M | $62.1M | ||
| Q2 25 | $7.3M | $53.3M | ||
| Q1 25 | $14.6M | $62.5M | ||
| Q4 24 | $8.4M | $75.2M | ||
| Q3 24 | $4.9M | $44.2M | ||
| Q2 24 | $14.6M | $41.4M | ||
| Q1 24 | $7.4M | $40.6M |
毛利率ACELDOCS
| Q4 25 | — | 89.9% | ||
| Q3 25 | — | 90.3% | ||
| Q2 25 | — | 89.2% | ||
| Q1 25 | — | 89.5% | ||
| Q4 24 | — | 91.6% | ||
| Q3 24 | — | 90.0% | ||
| Q2 24 | — | 89.3% | ||
| Q1 24 | — | 89.4% |
营业利润率ACELDOCS
| Q4 25 | 8.7% | 38.9% | ||
| Q3 25 | 7.7% | 37.8% | ||
| Q2 25 | 8.0% | 37.4% | ||
| Q1 25 | 8.0% | 35.2% | ||
| Q4 24 | 6.5% | 47.4% | ||
| Q3 24 | 7.2% | 38.8% | ||
| Q2 24 | 7.3% | 36.4% | ||
| Q1 24 | 8.5% | 35.5% |
净利率ACELDOCS
| Q4 25 | 4.7% | 33.3% | ||
| Q3 25 | 4.1% | 36.8% | ||
| Q2 25 | 2.2% | 36.5% | ||
| Q1 25 | 4.5% | 45.2% | ||
| Q4 24 | 2.6% | 44.6% | ||
| Q3 24 | 1.6% | 32.3% | ||
| Q2 24 | 4.7% | 32.7% | ||
| Q1 24 | 2.5% | 34.4% |
每股收益（稀释后）ACELDOCS
| Q4 25 | $0.19 | $0.31 | ||
| Q3 25 | $0.16 | $0.31 | ||
| Q2 25 | $0.08 | $0.27 | ||
| Q1 25 | $0.17 | $0.31 | ||
| Q4 24 | $0.09 | $0.37 | ||
| Q3 24 | $0.06 | $0.22 | ||
| Q2 24 | $0.17 | $0.21 | ||
| Q1 24 | $0.09 | $0.20 |
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 | $296.6M | $64.8M |
| 总债务越低越好 | $607.4M | — |
| 股东权益账面价值 | $269.7M | $979.3M |
| 总资产 | $1.1B | $1.2B |
| 负债/权益比越低杠杆越低 | 2.25× | — |
8季度趋势，按日历期对齐
现金及短期投资ACELDOCS
| Q4 25 | $296.6M | $64.8M | ||
| Q3 25 | $290.2M | $169.2M | ||
| Q2 25 | $264.6M | $137.3M | ||
| Q1 25 | $271.9M | $209.6M | ||
| Q4 24 | $281.3M | $165.3M | ||
| Q3 24 | $265.1M | $184.2M | ||
| Q2 24 | $254.9M | $111.4M | ||
| Q1 24 | $253.9M | $96.8M |
总债务ACELDOCS
| Q4 25 | $607.4M | — | ||
| Q3 25 | $595.4M | — | ||
| Q2 25 | $595.5M | — | ||
| Q1 25 | $580.7M | — | ||
| Q4 24 | $595.4M | — | ||
| Q3 24 | $554.1M | — | ||
| Q2 24 | $565.7M | — | ||
| Q1 24 | $539.9M | — |
股东权益ACELDOCS
| Q4 25 | $269.7M | $979.3M | ||
| Q3 25 | $267.1M | $1.1B | ||
| Q2 25 | $260.5M | $1.0B | ||
| Q1 25 | $259.1M | $1.1B | ||
| Q4 24 | $255.0M | $1.0B | ||
| Q3 24 | $206.7M | $961.2M | ||
| Q2 24 | $209.1M | $913.6M | ||
| Q1 24 | $202.1M | $901.4M |
总资产ACELDOCS
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $950.2M | $1.1B | ||
| Q2 24 | $950.3M | $1.1B | ||
| Q1 24 | $919.1M | $1.1B |
负债/权益比ACELDOCS
| Q4 25 | 2.25× | — | ||
| Q3 25 | 2.23× | — | ||
| Q2 25 | 2.29× | — | ||
| Q1 25 | 2.24× | — | ||
| Q4 24 | 2.33× | — | ||
| Q3 24 | 2.68× | — | ||
| Q2 24 | 2.71× | — | ||
| Q1 24 | 2.67× | — |
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 | $31.1M | $60.9M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | — |
| 自由现金流率自由现金流/营收 | 4.7% | — |
| 资本支出强度资本支出/营收 | 4.4% | — |
| 现金转化率经营现金流/净利润 | 1.92× | 0.99× |
| 过去12个月自由现金流最近4个季度 | $62.0M | — |
8季度趋势，按日历期对齐
经营现金流ACELDOCS
| Q4 25 | $31.1M | $60.9M | ||
| Q3 25 | $55.2M | $93.9M | ||
| Q2 25 | $19.8M | $62.1M | ||
| Q1 25 | $44.8M | $98.5M | ||
| Q4 24 | $13.5M | $65.2M | ||
| Q3 24 | $50.1M | $68.3M | ||
| Q2 24 | $28.9M | $41.2M | ||
| Q1 24 | $28.8M | $63.9M |
自由现金流ACELDOCS
| Q4 25 | $16.0M | — | ||
| Q3 25 | $34.2M | — | ||
| Q2 25 | $-6.2M | — | ||
| Q1 25 | $18.0M | — | ||
| Q4 24 | $2.1M | — | ||
| Q3 24 | $33.1M | — | ||
| Q2 24 | $11.4M | — | ||
| Q1 24 | $8.1M | — |
自由现金流率ACELDOCS
| Q4 25 | 4.7% | — | ||
| Q3 25 | 10.4% | — | ||
| Q2 25 | -1.9% | — | ||
| Q1 25 | 5.6% | — | ||
| Q4 24 | 0.7% | — | ||
| Q3 24 | 11.0% | — | ||
| Q2 24 | 3.7% | — | ||
| Q1 24 | 2.7% | — |
资本支出强度ACELDOCS
| Q4 25 | 4.4% | — | ||
| Q3 25 | 6.4% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 8.3% | 0.0% | ||
| Q4 24 | 3.6% | 0.0% | ||
| Q3 24 | 5.6% | 0.0% | ||
| Q2 24 | 5.7% | 0.0% | ||
| Q1 24 | 6.8% | 0.0% |
现金转化率ACELDOCS
| Q4 25 | 1.92× | 0.99× | ||
| Q3 25 | 4.13× | 1.51× | ||
| Q2 25 | 2.71× | 1.16× | ||
| Q1 25 | 3.06× | 1.58× | ||
| Q4 24 | 1.62× | 0.87× | ||
| Q3 24 | 10.23× | 1.55× | ||
| Q2 24 | 1.98× | 1.00× | ||
| Q1 24 | 3.88× | 1.57× |
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
ACEL
| Video Gaming | $319.1M | 93% |
| ATM Fees And Other Revenue | $13.5M | 4% |
| Amusement | $5.3M | 2% |
| Manufacturing | $3.6M | 1% |
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
