vs
Axsome Therapeutics, Inc.（AXSM）与Doximity, Inc.（DOCS）财务数据对比。点击上方公司名可切换其他公司
Axsome Therapeutics, Inc.的季度营收约是Doximity, Inc.的1.1倍（$196.0M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs -14.6%，领先47.8%），Axsome Therapeutics, Inc.同比增速更快（65.0% vs 9.8%），过去两年Axsome Therapeutics, Inc.的营收复合增速更高（61.7% vs 25.2%）
Jazz Pharmaceuticals是一家全球生物制药企业，专注于肿瘤学与神经科学领域的药物研发及商业化。公司2003年在美国加利福尼亚州成立，目前总部位于爱尔兰都柏林，业务覆盖全球多个核心市场。
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。
AXSM vs DOCS — 直观对比
营收规模更大
AXSM
是对方的1.1倍
$185.1M
营收增速更快
AXSM
高出55.3%
9.8%
净利率更高
DOCS
高出47.8%
-14.6%
两年增速更快
AXSM
近两年复合增速
25.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $196.0M | $185.1M |
| 净利润 | $-28.6M | $61.6M |
| 毛利率 | — | 89.9% |
| 营业利润率 | -13.8% | 38.9% |
| 净利率 | -14.6% | 33.3% |
| 营收同比 | 65.0% | 9.8% |
| 净利润同比 | 61.9% | -18.1% |
| 每股收益（稀释后） | $-0.55 | $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AXSMDOCS
| Q4 25 | $196.0M | $185.1M | ||
| Q3 25 | $171.0M | $168.5M | ||
| Q2 25 | $150.0M | $145.9M | ||
| Q1 25 | $121.5M | $138.3M | ||
| Q4 24 | $118.8M | $168.6M | ||
| Q3 24 | $104.8M | $136.8M | ||
| Q2 24 | $87.2M | $126.7M | ||
| Q1 24 | $75.0M | $118.1M |
净利润AXSMDOCS
| Q4 25 | $-28.6M | $61.6M | ||
| Q3 25 | $-47.2M | $62.1M | ||
| Q2 25 | $-48.0M | $53.3M | ||
| Q1 25 | $-59.4M | $62.5M | ||
| Q4 24 | $-74.9M | $75.2M | ||
| Q3 24 | $-64.6M | $44.2M | ||
| Q2 24 | $-79.3M | $41.4M | ||
| Q1 24 | $-68.4M | $40.6M |
毛利率AXSMDOCS
| 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AXSMDOCS
| Q4 25 | -13.8% | 38.9% | ||
| Q3 25 | -27.0% | 37.8% | ||
| Q2 25 | -24.5% | 37.4% | ||
| Q1 25 | -46.9% | 35.2% | ||
| Q4 24 | -61.1% | 47.4% | ||
| Q3 24 | -59.8% | 38.8% | ||
| Q2 24 | -89.5% | 36.4% | ||
| Q1 24 | -89.7% | 35.5% |
净利率AXSMDOCS
| Q4 25 | -14.6% | 33.3% | ||
| Q3 25 | -27.6% | 36.8% | ||
| Q2 25 | -32.0% | 36.5% | ||
| Q1 25 | -48.9% | 45.2% | ||
| Q4 24 | -63.1% | 44.6% | ||
| Q3 24 | -61.7% | 32.3% | ||
| Q2 24 | -91.0% | 32.7% | ||
| Q1 24 | -91.1% | 34.4% |
每股收益（稀释后）AXSMDOCS
| Q4 25 | $-0.55 | $0.31 | ||
| Q3 25 | $-0.94 | $0.31 | ||
| Q2 25 | $-0.97 | $0.27 | ||
| Q1 25 | $-1.22 | $0.31 | ||
| Q4 24 | $-1.54 | $0.37 | ||
| Q3 24 | $-1.34 | $0.22 | ||
| Q2 24 | $-1.67 | $0.21 | ||
| Q1 24 | $-1.44 | $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 | $322.9M | $64.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $88.3M | $979.3M |
| 总资产 | $689.8M | $1.2B |
| 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AXSMDOCS
| Q4 25 | $322.9M | $64.8M | ||
| Q3 25 | $325.3M | $169.2M | ||
| Q2 25 | $303.0M | $137.3M | ||
| Q1 25 | $300.9M | $209.6M | ||
| Q4 24 | $315.4M | $165.3M | ||
| Q3 24 | $327.3M | $184.2M | ||
| Q2 24 | $315.7M | $111.4M | ||
| Q1 24 | $331.4M | $96.8M |
股东权益AXSMDOCS
| Q4 25 | $88.3M | $979.3M | ||
| Q3 25 | $73.7M | $1.1B | ||
| Q2 25 | $73.1M | $1.0B | ||
| Q1 25 | $53.2M | $1.1B | ||
| Q4 24 | $57.0M | $1.0B | ||
| Q3 24 | $92.9M | $961.2M | ||
| Q2 24 | $102.9M | $913.6M | ||
| Q1 24 | $144.0M | $901.4M |
总资产AXSMDOCS
| Q4 25 | $689.8M | $1.2B | ||
| Q3 25 | $669.3M | $1.3B | ||
| Q2 25 | $639.8M | $1.2B | ||
| Q1 25 | $596.7M | $1.3B | ||
| Q4 24 | $568.5M | $1.2B | ||
| Q3 24 | $561.5M | $1.1B | ||
| Q2 24 | $548.2M | $1.1B | ||
| Q1 24 | $545.7M | $1.1B |
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 | $-18.7M | $60.9M |
| 自由现金流经营现金流 - 资本支出 | $-18.7M | — |
| 自由现金流率自由现金流/营收 | -9.6% | — |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 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 | $-93.9M | — |
8季度趋势，按日历期对齐
经营现金流AXSMDOCS
| Q4 25 | $-18.7M | $60.9M | ||
| Q3 25 | $1.0M | $93.9M | ||
| Q2 25 | $-32.4M | $62.1M | ||
| Q1 25 | $-43.4M | $98.5M | ||
| Q4 24 | $-26.2M | $65.2M | ||
| Q3 24 | $-18.6M | $68.3M | ||
| Q2 24 | $-30.1M | $41.2M | ||
| Q1 24 | $-53.5M | $63.9M |
自由现金流AXSMDOCS
| Q4 25 | $-18.7M | — | ||
| Q3 25 | $988.0K | — | ||
| Q2 25 | $-32.4M | — | ||
| Q1 25 | $-43.7M | — | ||
| Q4 24 | $-26.2M | — | ||
| Q3 24 | $-18.7M | — | ||
| Q2 24 | $-30.2M | — | ||
| Q1 24 | $-53.6M | — |
自由现金流率AXSMDOCS
| Q4 25 | -9.6% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | -21.6% | — | ||
| Q1 25 | -36.0% | — | ||
| Q4 24 | -22.1% | — | ||
| Q3 24 | -17.9% | — | ||
| Q2 24 | -34.6% | — | ||
| Q1 24 | -71.4% | — |
资本支出强度AXSMDOCS
| Q4 25 | 0.0% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.3% | 0.0% | ||
| Q4 24 | 0.0% | 0.0% | ||
| Q3 24 | 0.1% | 0.0% | ||
| Q2 24 | 0.1% | 0.0% | ||
| Q1 24 | 0.1% | 0.0% |
现金转化率AXSMDOCS
| 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
AXSM
暂无分部数据
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
