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Enact Holdings, Inc.（ACT）与Doximity, Inc.（DOCS）财务数据对比。点击上方公司名可切换其他公司
Enact Holdings, Inc.的季度营收约是Doximity, Inc.的1.7倍（$312.7M vs $185.1M），Doximity, Inc.同比增速更快（9.8% vs 3.6%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 3.6%）
Enact Holdings, Inc.是美国领先的私人抵押贷款保险服务商，为银行、信用社等各类住宅抵押贷款机构提供风险缓释解决方案，帮助首付较低的购房者获得可负担的住房贷款，助力更多美国普通消费者实现安居需求。
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。
ACT vs DOCS — 直观对比
营收规模更大
ACT
是对方的1.7倍
$185.1M
营收增速更快
DOCS
高出6.1%
3.6%
两年增速更快
DOCS
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $185.1M |
| 净利润 | — | $61.6M |
| 毛利率 | — | 89.9% |
| 营业利润率 | 71.3% | 38.9% |
| 净利率 | — | 33.3% |
| 营收同比 | 3.6% | 9.8% |
| 净利润同比 | — | -18.1% |
| 每股收益（稀释后） | $1.23 | $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ACTDOCS
| Q4 25 | $312.7M | $185.1M | ||
| Q3 25 | $311.5M | $168.5M | ||
| Q2 25 | $304.9M | $145.9M | ||
| Q1 25 | $306.8M | $138.3M | ||
| Q4 24 | $301.8M | $168.6M | ||
| Q3 24 | $309.6M | $136.8M | ||
| Q2 24 | $298.8M | $126.7M | ||
| Q1 24 | $291.6M | $118.1M |
净利润ACTDOCS
| Q4 25 | — | $61.6M | ||
| Q3 25 | — | $62.1M | ||
| Q2 25 | — | $53.3M | ||
| Q1 25 | — | $62.5M | ||
| Q4 24 | — | $75.2M | ||
| Q3 24 | — | $44.2M | ||
| Q2 24 | — | $41.4M | ||
| Q1 24 | — | $40.6M |
毛利率ACTDOCS
| 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ACTDOCS
| Q4 25 | 71.3% | 38.9% | ||
| Q3 25 | 67.4% | 37.8% | ||
| Q2 25 | 70.4% | 37.4% | ||
| Q1 25 | 68.9% | 35.2% | ||
| Q4 24 | 68.9% | 47.4% | ||
| Q3 24 | 74.1% | 38.8% | ||
| Q2 24 | 78.6% | 36.4% | ||
| Q1 24 | 70.6% | 35.5% |
净利率ACTDOCS
| Q4 25 | — | 33.3% | ||
| Q3 25 | — | 36.8% | ||
| Q2 25 | — | 36.5% | ||
| Q1 25 | — | 45.2% | ||
| Q4 24 | — | 44.6% | ||
| Q3 24 | — | 32.3% | ||
| Q2 24 | — | 32.7% | ||
| Q1 24 | — | 34.4% |
每股收益（稀释后）ACTDOCS
| Q4 25 | $1.23 | $0.31 | ||
| Q3 25 | $1.10 | $0.31 | ||
| Q2 25 | $1.11 | $0.27 | ||
| Q1 25 | $1.08 | $0.31 | ||
| Q4 24 | $1.05 | $0.37 | ||
| Q3 24 | $1.15 | $0.22 | ||
| Q2 24 | $1.16 | $0.21 | ||
| Q1 24 | $1.01 | $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 | $582.5M | $64.8M |
| 总债务越低越好 | $744.5M | — |
| 股东权益账面价值 | $5.4B | $979.3M |
| 总资产 | $6.9B | $1.2B |
| 负债/权益比越低杠杆越低 | 0.14× | — |
8季度趋势，按日历期对齐
现金及短期投资ACTDOCS
| Q4 25 | $582.5M | $64.8M | ||
| Q3 25 | $545.6M | $169.2M | ||
| Q2 25 | $616.0M | $137.3M | ||
| Q1 25 | $639.0M | $209.6M | ||
| Q4 24 | $602.8M | $165.3M | ||
| Q3 24 | $674.9M | $184.2M | ||
| Q2 24 | $711.3M | $111.4M | ||
| Q1 24 | $624.3M | $96.8M |
总债务ACTDOCS
| Q4 25 | $744.5M | — | ||
| Q3 25 | $744.1M | — | ||
| Q2 25 | $743.8M | — | ||
| Q1 25 | $743.4M | — | ||
| Q4 24 | $743.0M | — | ||
| Q3 24 | $742.7M | — | ||
| Q2 24 | $742.4M | — | ||
| Q1 24 | $746.1M | — |
股东权益ACTDOCS
| Q4 25 | $5.4B | $979.3M | ||
| Q3 25 | $5.3B | $1.1B | ||
| Q2 25 | $5.2B | $1.0B | ||
| Q1 25 | $5.1B | $1.1B | ||
| Q4 24 | $5.0B | $1.0B | ||
| Q3 24 | $5.0B | $961.2M | ||
| Q2 24 | $4.8B | $913.6M | ||
| Q1 24 | $4.7B | $901.4M |
总资产ACTDOCS
| Q4 25 | $6.9B | $1.2B | ||
| Q3 25 | $6.9B | $1.3B | ||
| Q2 25 | $6.8B | $1.2B | ||
| Q1 25 | $6.7B | $1.3B | ||
| Q4 24 | $6.5B | $1.2B | ||
| Q3 24 | $6.6B | $1.1B | ||
| Q2 24 | $6.3B | $1.1B | ||
| Q1 24 | $6.3B | $1.1B |
负债/权益比ACTDOCS
| Q4 25 | 0.14× | — | ||
| Q3 25 | 0.14× | — | ||
| Q2 25 | 0.14× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.15× | — | ||
| Q1 24 | 0.16× | — |
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 | $724.5M | $60.9M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 0.99× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ACTDOCS
| Q4 25 | $724.5M | $60.9M | ||
| Q3 25 | $192.0M | $93.9M | ||
| Q2 25 | $119.5M | $62.1M | ||
| Q1 25 | $226.7M | $98.5M | ||
| Q4 24 | $686.3M | $65.2M | ||
| Q3 24 | $188.1M | $68.3M | ||
| Q2 24 | $144.7M | $41.2M | ||
| Q1 24 | $187.3M | $63.9M |
资本支出强度ACTDOCS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.0% | ||
| Q1 24 | — | 0.0% |
现金转化率ACTDOCS
| Q4 25 | — | 0.99× | ||
| Q3 25 | — | 1.51× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 1.58× | ||
| Q4 24 | — | 0.87× | ||
| Q3 24 | — | 1.55× | ||
| Q2 24 | — | 1.00× | ||
| Q1 24 | — | 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
ACT
暂无分部数据
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
