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Bowhead Specialty Holdings Inc.（BOW）与Doximity, Inc.（DOCS）财务数据对比。点击上方公司名可切换其他公司
Doximity, Inc.的季度营收约是Bowhead Specialty Holdings Inc.的1.2倍（$185.1M vs $155.7M），Doximity, Inc.净利率更高（33.3% vs 10.3%，领先23.0%），Bowhead Specialty Holdings Inc.同比增速更快（26.9% vs 9.8%）
Bowhead Specialty Holdings Inc.是一家专业保险控股企业，主营财产及意外伤害保险产品，聚焦北美地区服务不足的小众细分市场，为商业和个人客户提供定制化风险管理方案与专属保险保障服务。
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。
BOW vs DOCS — 直观对比
营收规模更大
DOCS
是对方的1.2倍
$155.7M
营收增速更快
BOW
高出17.1%
9.8%
净利率更高
DOCS
高出23.0%
10.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $155.7M | $185.1M |
| 净利润 | $16.0M | $61.6M |
| 毛利率 | — | 89.9% |
| 营业利润率 | — | 38.9% |
| 净利率 | 10.3% | 33.3% |
| 营收同比 | 26.9% | 9.8% |
| 净利润同比 | — | -18.1% |
| 每股收益（稀释后） | $0.48 | $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BOWDOCS
| Q1 26 | $155.7M | — | ||
| Q4 25 | $151.7M | $185.1M | ||
| Q3 25 | $143.9M | $168.5M | ||
| Q2 25 | $133.3M | $145.9M | ||
| Q1 25 | $122.7M | $138.3M | ||
| Q4 24 | — | $168.6M | ||
| Q3 24 | $116.8M | $136.8M | ||
| Q2 24 | $98.9M | $126.7M |
净利润BOWDOCS
| Q1 26 | $16.0M | — | ||
| Q4 25 | $14.8M | $61.6M | ||
| Q3 25 | $15.2M | $62.1M | ||
| Q2 25 | $12.3M | $53.3M | ||
| Q1 25 | $11.4M | $62.5M | ||
| Q4 24 | — | $75.2M | ||
| Q3 24 | $12.1M | $44.2M | ||
| Q2 24 | $5.5M | $41.4M |
毛利率BOWDOCS
| Q1 26 | — | — | ||
| 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% |
营业利润率BOWDOCS
| Q1 26 | — | — | ||
| Q4 25 | 11.7% | 38.9% | ||
| Q3 25 | 13.3% | 37.8% | ||
| Q2 25 | 11.9% | 37.4% | ||
| Q1 25 | 11.8% | 35.2% | ||
| Q4 24 | — | 47.4% | ||
| Q3 24 | 13.5% | 38.8% | ||
| Q2 24 | 7.5% | 36.4% |
净利率BOWDOCS
| Q1 26 | 10.3% | — | ||
| Q4 25 | 9.8% | 33.3% | ||
| Q3 25 | 10.5% | 36.8% | ||
| Q2 25 | 9.3% | 36.5% | ||
| Q1 25 | 9.3% | 45.2% | ||
| Q4 24 | — | 44.6% | ||
| Q3 24 | 10.4% | 32.3% | ||
| Q2 24 | 5.6% | 32.7% |
每股收益（稀释后）BOWDOCS
| Q1 26 | $0.48 | — | ||
| Q4 25 | $0.44 | $0.31 | ||
| Q3 25 | $0.45 | $0.31 | ||
| Q2 25 | $0.36 | $0.27 | ||
| Q1 25 | $0.34 | $0.31 | ||
| Q4 24 | — | $0.37 | ||
| Q3 24 | $0.36 | $0.22 | ||
| Q2 24 | $0.20 | $0.21 |
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 | $97.2M | $64.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $457.9M | $979.3M |
| 总资产 | $2.5B | $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BOWDOCS
| Q1 26 | $97.2M | — | ||
| Q4 25 | $193.5M | $64.8M | ||
| Q3 25 | $197.9M | $169.2M | ||
| Q2 25 | $114.8M | $137.3M | ||
| Q1 25 | $88.0M | $209.6M | ||
| Q4 24 | — | $165.3M | ||
| Q3 24 | $132.9M | $184.2M | ||
| Q2 24 | $180.3M | $111.4M |
总债务BOWDOCS
| Q1 26 | — | — | ||
| Q4 25 | $146.4M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BOWDOCS
| Q1 26 | $457.9M | — | ||
| Q4 25 | $448.3M | $979.3M | ||
| Q3 25 | $430.2M | $1.1B | ||
| Q2 25 | $407.2M | $1.0B | ||
| Q1 25 | $391.0M | $1.1B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | $364.7M | $961.2M | ||
| Q2 24 | $339.9M | $913.6M |
总资产BOWDOCS
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.4B | $1.2B | ||
| Q3 25 | $2.1B | $1.3B | ||
| Q2 25 | $1.9B | $1.2B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $1.5B | $1.1B | ||
| Q2 24 | $1.4B | $1.1B |
负债/权益比BOWDOCS
| Q1 26 | — | — | ||
| Q4 25 | 0.33× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $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BOWDOCS
| Q1 26 | — | — | ||
| Q4 25 | $331.6M | $60.9M | ||
| Q3 25 | $114.7M | $93.9M | ||
| Q2 25 | $109.0M | $62.1M | ||
| Q1 25 | $47.7M | $98.5M | ||
| Q4 24 | — | $65.2M | ||
| Q3 24 | $119.4M | $68.3M | ||
| Q2 24 | — | $41.2M |
自由现金流BOWDOCS
| Q1 26 | — | — | ||
| Q4 25 | $326.0M | — | ||
| Q3 25 | $113.5M | — | ||
| Q2 25 | $107.4M | — | ||
| Q1 25 | $46.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $118.4M | — | ||
| Q2 24 | — | — |
自由现金流率BOWDOCS
| Q1 26 | — | — | ||
| Q4 25 | 214.9% | — | ||
| Q3 25 | 78.8% | — | ||
| Q2 25 | 80.6% | — | ||
| Q1 25 | 37.9% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 101.4% | — | ||
| Q2 24 | — | — |
资本支出强度BOWDOCS
| Q1 26 | — | — | ||
| Q4 25 | 3.7% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 1.0% | 0.0% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | 0.9% | 0.0% | ||
| Q2 24 | — | 0.0% |
现金转化率BOWDOCS
| Q1 26 | — | — | ||
| Q4 25 | 22.34× | 0.99× | ||
| Q3 25 | 7.56× | 1.51× | ||
| Q2 25 | 8.83× | 1.16× | ||
| Q1 25 | 4.18× | 1.58× | ||
| Q4 24 | — | 0.87× | ||
| Q3 24 | 9.88× | 1.55× | ||
| Q2 24 | — | 1.00× |
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
BOW
暂无分部数据
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
