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Doximity, Inc.（DOCS）与慧与（EFSC）财务数据对比。点击上方公司名可切换其他公司
慧与的季度营收约是Doximity, Inc.的1.0倍（$185.2M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 26.6%，领先6.6%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 9.0%）
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。
慧与（Hewlett Packard Enterprise，简称HPE）是总部位于美国得克萨斯州斯普林的跨国信息技术企业，面向企业客户提供服务器、存储、网络、容器化软件及咨询支持服务，2018年位列美国《财富》500强第107位。
DOCS vs EFSC — 直观对比
营收规模更大
EFSC
是对方的1.0倍
$185.1M
净利率更高
DOCS
高出6.6%
26.6%
两年增速更快
DOCS
近两年复合增速
9.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $185.2M |
| 净利润 | $61.6M | $49.4M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | — |
| 净利率 | 33.3% | 26.6% |
| 营收同比 | 9.8% | — |
| 净利润同比 | -18.1% | -1.2% |
| 每股收益（稀释后） | $0.31 | $1.30 |
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DOCSEFSC
| Q1 26 | — | $185.2M | ||
| Q4 25 | $185.1M | $193.6M | ||
| Q3 25 | $168.5M | $206.9M | ||
| Q2 25 | $145.9M | $173.4M | ||
| Q1 25 | $138.3M | $166.0M | ||
| Q4 24 | $168.6M | $167.0M | ||
| Q3 24 | $136.8M | $164.9M | ||
| Q2 24 | $126.7M | $156.0M |
净利润DOCSEFSC
| Q1 26 | — | $49.4M | ||
| Q4 25 | $61.6M | $54.8M | ||
| Q3 25 | $62.1M | $45.2M | ||
| Q2 25 | $53.3M | $51.4M | ||
| Q1 25 | $62.5M | $50.0M | ||
| Q4 24 | $75.2M | $48.8M | ||
| Q3 24 | $44.2M | $50.6M | ||
| Q2 24 | $41.4M | $45.4M |
毛利率DOCSEFSC
| 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DOCSEFSC
| Q1 26 | — | — | ||
| Q4 25 | 38.9% | — | ||
| Q3 25 | 37.8% | 42.9% | ||
| Q2 25 | 37.4% | 37.0% | ||
| Q1 25 | 35.2% | 36.8% | ||
| Q4 24 | 47.4% | — | ||
| Q3 24 | 38.8% | 38.1% | ||
| Q2 24 | 36.4% | 36.7% |
净利率DOCSEFSC
| Q1 26 | — | 26.6% | ||
| Q4 25 | 33.3% | 28.3% | ||
| Q3 25 | 36.8% | 21.9% | ||
| Q2 25 | 36.5% | 29.6% | ||
| Q1 25 | 45.2% | 30.1% | ||
| Q4 24 | 44.6% | 29.2% | ||
| Q3 24 | 32.3% | 30.7% | ||
| Q2 24 | 32.7% | 29.1% |
每股收益（稀释后）DOCSEFSC
| Q1 26 | — | $1.30 | ||
| Q4 25 | $0.31 | $1.45 | ||
| Q3 25 | $0.31 | $1.19 | ||
| Q2 25 | $0.27 | $1.36 | ||
| Q1 25 | $0.31 | $1.31 | ||
| Q4 24 | $0.37 | $1.27 | ||
| Q3 24 | $0.22 | $1.32 | ||
| Q2 24 | $0.21 | $1.19 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $2.1B |
| 总资产 | $1.2B | $17.3B |
| 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DOCSEFSC
| Q1 26 | — | — | ||
| Q4 25 | $64.8M | — | ||
| Q3 25 | $169.2M | — | ||
| Q2 25 | $137.3M | — | ||
| Q1 25 | $209.6M | — | ||
| Q4 24 | $165.3M | — | ||
| Q3 24 | $184.2M | — | ||
| Q2 24 | $111.4M | — |
股东权益DOCSEFSC
| Q1 26 | — | $2.1B | ||
| Q4 25 | $979.3M | $2.0B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.0B | $1.9B | ||
| Q1 25 | $1.1B | $1.9B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $961.2M | $1.8B | ||
| Q2 24 | $913.6M | $1.8B |
总资产DOCSEFSC
| Q1 26 | — | $17.3B | ||
| Q4 25 | $1.2B | $17.3B | ||
| Q3 25 | $1.3B | $16.4B | ||
| Q2 25 | $1.2B | $16.1B | ||
| Q1 25 | $1.3B | $15.7B | ||
| Q4 24 | $1.2B | $15.6B | ||
| Q3 24 | $1.1B | $15.0B | ||
| Q2 24 | $1.1B | $14.6B |
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DOCSEFSC
| Q1 26 | — | — | ||
| Q4 25 | $60.9M | $193.5M | ||
| Q3 25 | $93.9M | $49.4M | ||
| Q2 25 | $62.1M | $61.3M | ||
| Q1 25 | $98.5M | $40.0M | ||
| Q4 24 | $65.2M | $247.4M | ||
| Q3 24 | $68.3M | $89.0M | ||
| Q2 24 | $41.2M | $76.5M |
自由现金流DOCSEFSC
| Q1 26 | — | — | ||
| Q4 25 | — | $181.5M | ||
| Q3 25 | — | $47.1M | ||
| Q2 25 | — | $59.0M | ||
| Q1 25 | — | $35.6M | ||
| Q4 24 | — | $239.9M | ||
| Q3 24 | — | $88.2M | ||
| Q2 24 | — | $74.7M |
自由现金流率DOCSEFSC
| Q1 26 | — | — | ||
| Q4 25 | — | 93.8% | ||
| Q3 25 | — | 22.8% | ||
| Q2 25 | — | 34.0% | ||
| Q1 25 | — | 21.5% | ||
| Q4 24 | — | 143.7% | ||
| Q3 24 | — | 53.5% | ||
| Q2 24 | — | 47.9% |
资本支出强度DOCSEFSC
| Q1 26 | — | — | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | 1.3% | ||
| Q1 25 | 0.0% | 2.7% | ||
| Q4 24 | 0.0% | 4.5% | ||
| Q3 24 | 0.0% | 0.5% | ||
| Q2 24 | 0.0% | 1.1% |
现金转化率DOCSEFSC
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | 3.53× | ||
| Q3 25 | 1.51× | 1.09× | ||
| Q2 25 | 1.16× | 1.19× | ||
| Q1 25 | 1.58× | 0.80× | ||
| Q4 24 | 0.87× | 5.07× | ||
| Q3 24 | 1.55× | 1.76× | ||
| Q2 24 | 1.00× | 1.68× |
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% |
EFSC
| Net Interest Income | $166.1M | 90% |
| Noninterest Income | $19.1M | 10% |
