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COPT DEFENSE PROPERTIES（CDP）与Doximity, Inc.（DOCS）财务数据对比。点击上方公司名可切换其他公司
COPT DEFENSE PROPERTIES的季度营收约是Doximity, Inc.的1.1倍（$197.4M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 20.0%，领先13.3%），Doximity, Inc.同比增速更快（9.8% vs 7.6%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 1.1%）
COPT Defense Properties是一家专业房地产投资信托基金，重点投资写字楼物业，资产主要布局于华盛顿大都会区的近郊区域，核心租户为美国政府及国防军工行业企业。截至2024年12月31日，公司旗下共持有164栋写字楼，总面积达1650万平方英尺，同时运营31个单租户数据中心，总面积590万平方英尺。
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。
CDP vs DOCS — 直观对比
营收规模更大
CDP
是对方的1.1倍
$185.1M
营收增速更快
DOCS
高出2.2%
7.6%
净利率更高
DOCS
高出13.3%
20.0%
两年增速更快
DOCS
近两年复合增速
1.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $197.4M | $185.1M |
| 净利润 | $39.4M | $61.6M |
| 毛利率 | — | 89.9% |
| 营业利润率 | 19.9% | 38.9% |
| 净利率 | 20.0% | 33.3% |
| 营收同比 | 7.6% | 9.8% |
| 净利润同比 | 8.0% | -18.1% |
| 每股收益（稀释后） | $0.32 | $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CDPDOCS
| Q4 25 | $197.4M | $185.1M | ||
| Q3 25 | $188.8M | $168.5M | ||
| Q2 25 | $189.9M | $145.9M | ||
| Q1 25 | $187.9M | $138.3M | ||
| Q4 24 | $183.4M | $168.6M | ||
| Q3 24 | $189.2M | $136.8M | ||
| Q2 24 | $187.3M | $126.7M | ||
| Q1 24 | $193.3M | $118.1M |
净利润CDPDOCS
| Q4 25 | $39.4M | $61.6M | ||
| Q3 25 | $43.7M | $62.1M | ||
| Q2 25 | $40.2M | $53.3M | ||
| Q1 25 | $36.2M | $62.5M | ||
| Q4 24 | $36.5M | $75.2M | ||
| Q3 24 | $37.4M | $44.2M | ||
| Q2 24 | $36.4M | $41.4M | ||
| Q1 24 | $33.7M | $40.6M |
毛利率CDPDOCS
| 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CDPDOCS
| Q4 25 | 19.9% | 38.9% | ||
| Q3 25 | 22.5% | 37.8% | ||
| Q2 25 | 21.0% | 37.4% | ||
| Q1 25 | 19.1% | 35.2% | ||
| Q4 24 | 19.7% | 47.4% | ||
| Q3 24 | 19.8% | 38.8% | ||
| Q2 24 | 19.4% | 36.4% | ||
| Q1 24 | 17.5% | 35.5% |
净利率CDPDOCS
| Q4 25 | 20.0% | 33.3% | ||
| Q3 25 | 23.2% | 36.8% | ||
| Q2 25 | 21.1% | 36.5% | ||
| Q1 25 | 19.3% | 45.2% | ||
| Q4 24 | 19.9% | 44.6% | ||
| Q3 24 | 19.8% | 32.3% | ||
| Q2 24 | 19.4% | 32.7% | ||
| Q1 24 | 17.4% | 34.4% |
每股收益（稀释后）CDPDOCS
| Q4 25 | $0.32 | $0.31 | ||
| Q3 25 | $0.37 | $0.31 | ||
| Q2 25 | $0.34 | $0.27 | ||
| Q1 25 | $0.31 | $0.31 | ||
| Q4 24 | $0.31 | $0.37 | ||
| Q3 24 | $0.32 | $0.22 | ||
| Q2 24 | $0.31 | $0.21 | ||
| Q1 24 | $0.29 | $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 | $275.0M | $64.8M |
| 总债务越低越好 | $2.8B | — |
| 股东权益账面价值 | $1.5B | $979.3M |
| 总资产 | $4.7B | $1.2B |
| 负债/权益比越低杠杆越低 | 1.83× | — |
8季度趋势，按日历期对齐
现金及短期投资CDPDOCS
| Q4 25 | $275.0M | $64.8M | ||
| Q3 25 | $23.7M | $169.2M | ||
| Q2 25 | $21.3M | $137.3M | ||
| Q1 25 | $24.3M | $209.6M | ||
| Q4 24 | $38.3M | $165.3M | ||
| Q3 24 | $34.5M | $184.2M | ||
| Q2 24 | $100.4M | $111.4M | ||
| Q1 24 | $123.1M | $96.8M |
总债务CDPDOCS
| Q4 25 | $2.8B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.4B | — |
股东权益CDPDOCS
| Q4 25 | $1.5B | $979.3M | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.5B | $1.0B | ||
| Q1 25 | $1.5B | $1.1B | ||
| Q4 24 | $1.5B | $1.0B | ||
| Q3 24 | $1.5B | $961.2M | ||
| Q2 24 | $1.5B | $913.6M | ||
| Q1 24 | $1.5B | $901.4M |
总资产CDPDOCS
| Q4 25 | $4.7B | $1.2B | ||
| Q3 25 | $4.4B | $1.3B | ||
| Q2 25 | $4.3B | $1.2B | ||
| Q1 25 | $4.3B | $1.3B | ||
| Q4 24 | $4.3B | $1.2B | ||
| Q3 24 | $4.2B | $1.1B | ||
| Q2 24 | $4.2B | $1.1B | ||
| Q1 24 | $4.2B | $1.1B |
负债/权益比CDPDOCS
| Q4 25 | 1.83× | — | ||
| Q3 25 | 1.62× | — | ||
| Q2 25 | 1.63× | — | ||
| Q1 25 | 1.62× | — | ||
| Q4 24 | 1.60× | — | ||
| Q3 24 | 1.61× | — | ||
| Q2 24 | 1.61× | — | ||
| Q1 24 | 1.63× | — |
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 | $309.9M | $60.9M |
| 自由现金流经营现金流 - 资本支出 | $288.9M | — |
| 自由现金流率自由现金流/营收 | 146.4% | — |
| 资本支出强度资本支出/营收 | 10.7% | — |
| 现金转化率经营现金流/净利润 | 7.87× | 0.99× |
| 过去12个月自由现金流最近4个季度 | $501.5M | — |
8季度趋势，按日历期对齐
经营现金流CDPDOCS
| Q4 25 | $309.9M | $60.9M | ||
| Q3 25 | $68.6M | $93.9M | ||
| Q2 25 | $87.9M | $62.1M | ||
| Q1 25 | $72.1M | $98.5M | ||
| Q4 24 | $331.0M | $65.2M | ||
| Q3 24 | $65.1M | $68.3M | ||
| Q2 24 | $93.8M | $41.2M | ||
| Q1 24 | $71.0M | $63.9M |
自由现金流CDPDOCS
| Q4 25 | $288.9M | — | ||
| Q3 25 | $62.9M | — | ||
| Q2 25 | $84.5M | — | ||
| Q1 25 | $65.1M | — | ||
| Q4 24 | $299.6M | — | ||
| Q3 24 | $61.0M | — | ||
| Q2 24 | $88.4M | — | ||
| Q1 24 | $57.9M | — |
自由现金流率CDPDOCS
| Q4 25 | 146.4% | — | ||
| Q3 25 | 33.3% | — | ||
| Q2 25 | 44.5% | — | ||
| Q1 25 | 34.7% | — | ||
| Q4 24 | 163.3% | — | ||
| Q3 24 | 32.3% | — | ||
| Q2 24 | 47.2% | — | ||
| Q1 24 | 30.0% | — |
资本支出强度CDPDOCS
| Q4 25 | 10.7% | — | ||
| Q3 25 | 3.0% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 3.7% | 0.0% | ||
| Q4 24 | 17.1% | 0.0% | ||
| Q3 24 | 2.1% | 0.0% | ||
| Q2 24 | 2.9% | 0.0% | ||
| Q1 24 | 6.8% | 0.0% |
现金转化率CDPDOCS
| Q4 25 | 7.87× | 0.99× | ||
| Q3 25 | 1.57× | 1.51× | ||
| Q2 25 | 2.19× | 1.16× | ||
| Q1 25 | 1.99× | 1.58× | ||
| Q4 24 | 9.08× | 0.87× | ||
| Q3 24 | 1.74× | 1.55× | ||
| Q2 24 | 2.58× | 1.00× | ||
| Q1 24 | 2.11× | 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
CDP
暂无分部数据
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
