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Doximity, Inc.(DOCS)与Douglas Elliman Inc.(DOUG)财务数据对比。点击上方公司名可切换其他公司
Douglas Elliman Inc.的季度营收约是Doximity, Inc.的1.3倍($245.4M vs $185.1M),Doximity, Inc.净利率更高(33.3% vs 27.9%,领先5.3%),Doximity, Inc.同比增速更快(9.8% vs 0.9%),过去两年Doximity, Inc.的营收复合增速更高(25.2% vs 10.7%)
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。
Douglas Elliman Inc.是美国领先的住宅房地产经纪企业,提供高端房产买卖、租赁、物业管理及相关咨询服务,核心业务覆盖纽约、加州、佛罗里达、得克萨斯等都会区,主要服务高净值客户群体。
DOCS vs DOUG — 直观对比
营收规模更大
DOUG
是对方的1.3倍
$185.1M
营收增速更快
DOCS
高出8.9%
0.9%
净利率更高
DOCS
高出5.3%
27.9%
两年增速更快
DOCS
近两年复合增速
10.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $185.1M | $245.4M |
| 净利润 | $61.6M | $68.6M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | 27.3% |
| 净利率 | 33.3% | 27.9% |
| 营收同比 | 9.8% | 0.9% |
| 净利润同比 | -18.1% | 1243.4% |
| 每股收益(稀释后) | $0.31 | $0.80 |
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
DOCS
DOUG
| Q4 25 | $185.1M | $245.4M | ||
| Q3 25 | $168.5M | $262.8M | ||
| Q2 25 | $145.9M | $271.4M | ||
| Q1 25 | $138.3M | $253.4M | ||
| Q4 24 | $168.6M | $243.3M | ||
| Q3 24 | $136.8M | $266.3M | ||
| Q2 24 | $126.7M | $285.8M | ||
| Q1 24 | $118.1M | $200.2M |
净利润
DOCS
DOUG
| Q4 25 | $61.6M | $68.6M | ||
| Q3 25 | $62.1M | $-24.7M | ||
| Q2 25 | $53.3M | $-22.7M | ||
| Q1 25 | $62.5M | $-6.0M | ||
| Q4 24 | $75.2M | $-6.0M | ||
| Q3 24 | $44.2M | $-27.2M | ||
| Q2 24 | $41.4M | $-1.7M | ||
| Q1 24 | $40.6M | $-41.5M |
毛利率
DOCS
DOUG
| 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
DOCS
DOUG
| Q4 25 | 38.9% | 27.3% | ||
| Q3 25 | 37.8% | -4.1% | ||
| Q2 25 | 37.4% | -2.0% | ||
| Q1 25 | 35.2% | -2.1% | ||
| Q4 24 | 47.4% | -6.7% | ||
| Q3 24 | 38.8% | -2.8% | ||
| Q2 24 | 36.4% | -1.3% | ||
| Q1 24 | 35.5% | -20.7% |
净利率
DOCS
DOUG
| Q4 25 | 33.3% | 27.9% | ||
| Q3 25 | 36.8% | -9.4% | ||
| Q2 25 | 36.5% | -8.4% | ||
| Q1 25 | 45.2% | -2.4% | ||
| Q4 24 | 44.6% | -2.5% | ||
| Q3 24 | 32.3% | -10.2% | ||
| Q2 24 | 32.7% | -0.6% | ||
| Q1 24 | 34.4% | -20.7% |
每股收益(稀释后)
DOCS
DOUG
| Q4 25 | $0.31 | $0.80 | ||
| Q3 25 | $0.31 | $-0.29 | ||
| Q2 25 | $0.27 | $-0.27 | ||
| Q1 25 | $0.31 | $-0.07 | ||
| Q4 24 | $0.37 | $-0.06 | ||
| Q3 24 | $0.22 | $-0.33 | ||
| Q2 24 | $0.21 | $-0.02 | ||
| Q1 24 | $0.20 | $-0.50 |
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 | $64.8M | $115.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $183.9M |
| 总资产 | $1.2B | $444.4M |
| 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
DOCS
DOUG
| Q4 25 | $64.8M | $115.5M | ||
| Q3 25 | $169.2M | $143.0M | ||
| Q2 25 | $137.3M | $136.3M | ||
| Q1 25 | $209.6M | $136.8M | ||
| Q4 24 | $165.3M | $145.5M | ||
| Q3 24 | $184.2M | $151.4M | ||
| Q2 24 | $111.4M | $92.9M | ||
| Q1 24 | $96.8M | $91.5M |
股东权益
DOCS
DOUG
| Q4 25 | $979.3M | $183.9M | ||
| Q3 25 | $1.1B | $115.1M | ||
| Q2 25 | $1.0B | $137.6M | ||
| Q1 25 | $1.1B | $158.2M | ||
| Q4 24 | $1.0B | $162.2M | ||
| Q3 24 | $961.2M | $173.6M | ||
| Q2 24 | $913.6M | $196.9M | ||
| Q1 24 | $901.4M | $195.1M |
总资产
DOCS
DOUG
| Q4 25 | $1.2B | $444.4M | ||
| Q3 25 | $1.3B | $480.6M | ||
| Q2 25 | $1.2B | $489.0M | ||
| Q1 25 | $1.3B | $493.9M | ||
| Q4 24 | $1.2B | $493.9M | ||
| Q3 24 | $1.1B | $502.7M | ||
| Q2 24 | $1.1B | $463.9M | ||
| Q1 24 | $1.1B | $461.1M |
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 | $-14.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-14.7M |
| 自由现金流率自由现金流/营收 | — | -6.0% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | 0.99× | -0.21× |
| 过去12个月自由现金流最近4个季度 | — | $-17.2M |
8季度趋势,按日历期对齐
经营现金流
DOCS
DOUG
| Q4 25 | $60.9M | $-14.4M | ||
| Q3 25 | $93.9M | $5.5M | ||
| Q2 25 | $62.1M | $642.0K | ||
| Q1 25 | $98.5M | $-5.6M | ||
| Q4 24 | $65.2M | $-9.0M | ||
| Q3 24 | $68.3M | $9.0M | ||
| Q2 24 | $41.2M | $1.3M | ||
| Q1 24 | $63.9M | $-27.3M |
自由现金流
DOCS
DOUG
| Q4 25 | — | $-14.7M | ||
| Q3 25 | — | $4.7M | ||
| Q2 25 | — | $-575.0K | ||
| Q1 25 | — | $-6.7M | ||
| Q4 24 | — | $-10.2M | ||
| Q3 24 | — | $7.7M | ||
| Q2 24 | — | $432.0K | ||
| Q1 24 | — | $-29.4M |
自由现金流率
DOCS
DOUG
| Q4 25 | — | -6.0% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | -0.2% | ||
| Q1 25 | — | -2.6% | ||
| Q4 24 | — | -4.2% | ||
| Q3 24 | — | 2.9% | ||
| Q2 24 | — | 0.2% | ||
| Q1 24 | — | -14.7% |
资本支出强度
DOCS
DOUG
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | 0.0% | 0.4% | ||
| Q4 24 | 0.0% | 0.5% | ||
| Q3 24 | 0.0% | 0.5% | ||
| Q2 24 | 0.0% | 0.3% | ||
| Q1 24 | 0.0% | 1.0% |
现金转化率
DOCS
DOUG
| Q4 25 | 0.99× | -0.21× | ||
| 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
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
DOUG
| Commissions And Other Brokerage Income | $240.3M | 98% |
| Property Management Income | $2.8M | 1% |
| Property Management | $2.2M | 1% |