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DigitalBridge Group, Inc.(DBRG)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DigitalBridge Group, Inc.的1.7倍($185.1M vs $105.7M),DigitalBridge Group, Inc.净利率更高(61.5% vs 33.3%,领先28.3%),Doximity, Inc.同比增速更快(9.8% vs 4.1%),过去两年Doximity, Inc.的营收复合增速更高(25.2% vs 19.2%)
DigitalBridge Group(DBRG)是全球领先的数字基础设施投资企业,核心业务覆盖通信基站、数据中心、光纤网络、小基站及边缘算力设施的投资、持有与运营。公司总部位于美国博卡拉顿,在洛杉矶、纽约、丹佛、伦敦、新加坡多地设有办公点,截至2025年6月,旗下管理资产规模达1060亿美元。
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。
DBRG vs DOCS — 直观对比
营收规模更大
DOCS
是对方的1.7倍
$105.7M
营收增速更快
DOCS
高出5.6%
4.1%
净利率更高
DBRG
高出28.3%
33.3%
两年增速更快
DOCS
近两年复合增速
19.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $105.7M | $185.1M |
| 净利润 | $65.1M | $61.6M |
| 毛利率 | — | 89.9% |
| 营业利润率 | — | 38.9% |
| 净利率 | 61.5% | 33.3% |
| 营收同比 | 4.1% | 9.8% |
| 净利润同比 | — | -18.1% |
| 每股收益(稀释后) | $0.28 | $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
DBRG
DOCS
| Q4 25 | $105.7M | $185.1M | ||
| Q3 25 | $93.3M | $168.5M | ||
| Q2 25 | $85.3M | $145.9M | ||
| Q1 25 | $90.1M | $138.3M | ||
| Q4 24 | $101.6M | $168.6M | ||
| Q3 24 | $76.6M | $136.8M | ||
| Q2 24 | $390.3M | $126.7M | ||
| Q1 24 | $74.4M | $118.1M |
净利润
DBRG
DOCS
| Q4 25 | $65.1M | $61.6M | ||
| Q3 25 | $31.4M | $62.1M | ||
| Q2 25 | $31.6M | $53.3M | ||
| Q1 25 | $13.8M | $62.5M | ||
| Q4 24 | — | $75.2M | ||
| Q3 24 | $13.8M | $44.2M | ||
| Q2 24 | $91.4M | $41.4M | ||
| Q1 24 | $-29.6M | $40.6M |
毛利率
DBRG
DOCS
| 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
DBRG
DOCS
| Q4 25 | — | 38.9% | ||
| Q3 25 | -13.9% | 37.8% | ||
| Q2 25 | -31.2% | 37.4% | ||
| Q1 25 | -11.5% | 35.2% | ||
| Q4 24 | 5.7% | 47.4% | ||
| Q3 24 | 62.4% | 38.8% | ||
| Q2 24 | 33.5% | 36.4% | ||
| Q1 24 | -20.7% | 35.5% |
净利率
DBRG
DOCS
| Q4 25 | 61.5% | 33.3% | ||
| Q3 25 | 33.7% | 36.8% | ||
| Q2 25 | 37.1% | 36.5% | ||
| Q1 25 | 15.3% | 45.2% | ||
| Q4 24 | — | 44.6% | ||
| Q3 24 | 18.0% | 32.3% | ||
| Q2 24 | 23.4% | 32.7% | ||
| Q1 24 | -39.8% | 34.4% |
每股收益(稀释后)
DBRG
DOCS
| Q4 25 | $0.28 | $0.31 | ||
| Q3 25 | $0.09 | $0.31 | ||
| Q2 25 | $0.10 | $0.27 | ||
| Q1 25 | $-0.01 | $0.31 | ||
| Q4 24 | — | $0.37 | ||
| Q3 24 | $-0.01 | $0.22 | ||
| Q2 24 | $0.44 | $0.21 | ||
| Q1 24 | $-0.28 | $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 | $382.5M | $64.8M |
| 总债务越低越好 | $298.8M | — |
| 股东权益账面价值 | $2.1B | $979.3M |
| 总资产 | $3.4B | $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
DBRG
DOCS
| Q4 25 | $382.5M | $64.8M | ||
| Q3 25 | $358.4M | $169.2M | ||
| Q2 25 | $340.7M | $137.3M | ||
| Q1 25 | $349.9M | $209.6M | ||
| Q4 24 | $302.2M | $165.3M | ||
| Q3 24 | $294.4M | $184.2M | ||
| Q2 24 | $261.2M | $111.4M | ||
| Q1 24 | $247.4M | $96.8M |
总债务
DBRG
DOCS
| Q4 25 | $298.8M | — | ||
| Q3 25 | $327.9M | — | ||
| Q2 25 | $298.0M | — | ||
| Q1 25 | $296.9M | — | ||
| Q4 24 | $296.4M | — | ||
| Q3 24 | $295.8M | — | ||
| Q2 24 | $295.3M | — | ||
| Q1 24 | $366.5M | — |
股东权益
DBRG
DOCS
| Q4 25 | $2.1B | $979.3M | ||
| Q3 25 | $2.1B | $1.1B | ||
| Q2 25 | $2.0B | $1.0B | ||
| Q1 25 | $2.0B | $1.1B | ||
| Q4 24 | $2.0B | $1.0B | ||
| Q3 24 | $2.0B | $961.2M | ||
| Q2 24 | $2.0B | $913.6M | ||
| Q1 24 | $1.8B | $901.4M |
总资产
DBRG
DOCS
| Q4 25 | $3.4B | $1.2B | ||
| Q3 25 | $3.5B | $1.3B | ||
| Q2 25 | $3.4B | $1.2B | ||
| Q1 25 | $3.4B | $1.3B | ||
| Q4 24 | $3.5B | $1.2B | ||
| Q3 24 | $3.5B | $1.1B | ||
| Q2 24 | $3.5B | $1.1B | ||
| Q1 24 | $3.5B | $1.1B |
负债/权益比
DBRG
DOCS
| Q4 25 | 0.14× | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.15× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.15× | — | ||
| Q1 24 | 0.20× | — |
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 | $259.3M | $60.9M |
| 自由现金流经营现金流 - 资本支出 | $258.0M | — |
| 自由现金流率自由现金流/营收 | 244.0% | — |
| 资本支出强度资本支出/营收 | 1.3% | — |
| 现金转化率经营现金流/净利润 | 3.99× | 0.99× |
| 过去12个月自由现金流最近4个季度 | $440.5M | — |
8季度趋势,按日历期对齐
经营现金流
DBRG
DOCS
| Q4 25 | $259.3M | $60.9M | ||
| Q3 25 | $56.5M | $93.9M | ||
| Q2 25 | $77.0M | $62.1M | ||
| Q1 25 | $50.3M | $98.5M | ||
| Q4 24 | $60.1M | $65.2M | ||
| Q3 24 | $35.9M | $68.3M | ||
| Q2 24 | $22.5M | $41.2M | ||
| Q1 24 | $-27.0M | $63.9M |
自由现金流
DBRG
DOCS
| Q4 25 | $258.0M | — | ||
| Q3 25 | $56.1M | — | ||
| Q2 25 | $76.4M | — | ||
| Q1 25 | $50.0M | — | ||
| Q4 24 | $56.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $22.3M | — | ||
| Q1 24 | $-30.1M | — |
自由现金流率
DBRG
DOCS
| Q4 25 | 244.0% | — | ||
| Q3 25 | 60.2% | — | ||
| Q2 25 | 89.5% | — | ||
| Q1 25 | 55.5% | — | ||
| Q4 24 | 55.7% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 5.7% | — | ||
| Q1 24 | -40.4% | — |
资本支出强度
DBRG
DOCS
| Q4 25 | 1.3% | — | ||
| Q3 25 | 0.4% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 0.3% | 0.0% | ||
| Q4 24 | 3.5% | 0.0% | ||
| Q3 24 | 0.0% | 0.0% | ||
| Q2 24 | 0.1% | 0.0% | ||
| Q1 24 | 4.1% | 0.0% |
现金转化率
DBRG
DOCS
| Q4 25 | 3.99× | 0.99× | ||
| Q3 25 | 1.80× | 1.51× | ||
| Q2 25 | 2.43× | 1.16× | ||
| Q1 25 | 3.65× | 1.58× | ||
| Q4 24 | — | 0.87× | ||
| Q3 24 | 2.61× | 1.55× | ||
| Q2 24 | 0.25× | 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
DBRG
暂无分部数据
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |