vs
Doximity, Inc.（DOCS）与EPR PROPERTIES（EPR）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EPR PROPERTIES的1.0倍（$185.1M vs $182.9M），EPR PROPERTIES净利率更高（36.6% vs 33.3%，领先3.3%），Doximity, Inc.同比增速更快（9.8% vs 3.2%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 4.6%）
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。
EPR地产（前身为娱乐地产信托）是总部位于美国密苏里州堪萨斯城的房地产投资信托企业，专注投资游乐园、电影院、滑雪度假村等娱乐类地产项目，截至2022年共持有353处物业。
DOCS vs EPR — 直观对比
营收规模更大
DOCS
是对方的1.0倍
$182.9M
营收增速更快
DOCS
高出6.5%
3.2%
净利率更高
EPR
高出3.3%
33.3%
两年增速更快
DOCS
近两年复合增速
4.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $182.9M |
| 净利润 | $61.6M | $66.9M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | 56.8% |
| 净利率 | 33.3% | 36.6% |
| 营收同比 | 9.8% | 3.2% |
| 净利润同比 | -18.1% | 897.0% |
| 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DOCSEPR
| Q4 25 | $185.1M | $182.9M | ||
| Q3 25 | $168.5M | $182.3M | ||
| Q2 25 | $145.9M | $178.1M | ||
| Q1 25 | $138.3M | $175.0M | ||
| Q4 24 | $168.6M | $177.2M | ||
| Q3 24 | $136.8M | $180.5M | ||
| Q2 24 | $126.7M | $173.1M | ||
| Q1 24 | $118.1M | $167.2M |
净利润DOCSEPR
| Q4 25 | $61.6M | $66.9M | ||
| Q3 25 | $62.1M | $66.6M | ||
| Q2 25 | $53.3M | $75.6M | ||
| Q1 25 | $62.5M | $65.8M | ||
| Q4 24 | $75.2M | $-8.4M | ||
| Q3 24 | $44.2M | $46.6M | ||
| Q2 24 | $41.4M | $45.1M | ||
| Q1 24 | $40.6M | $62.7M |
毛利率DOCSEPR
| 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DOCSEPR
| Q4 25 | 38.9% | 56.8% | ||
| Q3 25 | 37.8% | 53.5% | ||
| Q2 25 | 37.4% | 62.5% | ||
| Q1 25 | 35.2% | 58.1% | ||
| Q4 24 | 47.4% | 25.5% | ||
| Q3 24 | 38.8% | 51.4% | ||
| Q2 24 | 36.4% | 45.9% | ||
| Q1 24 | 35.5% | 58.8% |
净利率DOCSEPR
| Q4 25 | 33.3% | 36.6% | ||
| Q3 25 | 36.8% | 36.5% | ||
| Q2 25 | 36.5% | 42.5% | ||
| Q1 25 | 45.2% | 37.6% | ||
| Q4 24 | 44.6% | -4.7% | ||
| Q3 24 | 32.3% | 25.8% | ||
| Q2 24 | 32.7% | 26.1% | ||
| Q1 24 | 34.4% | 37.5% |
每股收益（稀释后）DOCSEPR
| Q4 25 | $0.31 | $0.80 | ||
| Q3 25 | $0.31 | $0.79 | ||
| Q2 25 | $0.27 | $0.91 | ||
| Q1 25 | $0.31 | $0.78 | ||
| Q4 24 | $0.37 | $-0.19 | ||
| Q3 24 | $0.22 | $0.53 | ||
| Q2 24 | $0.21 | $0.51 | ||
| Q1 24 | $0.20 | $0.75 |
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 | $90.6M |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $979.3M | $2.3B |
| 总资产 | $1.2B | $5.7B |
| 负债/权益比越低杠杆越低 | — | 1.26× |
8季度趋势，按日历期对齐
现金及短期投资DOCSEPR
| Q4 25 | $64.8M | $90.6M | ||
| Q3 25 | $169.2M | $13.7M | ||
| Q2 25 | $137.3M | $13.0M | ||
| Q1 25 | $209.6M | $20.6M | ||
| Q4 24 | $165.3M | $22.1M | ||
| Q3 24 | $184.2M | $35.3M | ||
| Q2 24 | $111.4M | $33.7M | ||
| Q1 24 | $96.8M | $59.5M |
总债务DOCSEPR
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B | ||
| Q1 24 | — | $2.8B |
股东权益DOCSEPR
| Q4 25 | $979.3M | $2.3B | ||
| Q3 25 | $1.1B | $2.3B | ||
| Q2 25 | $1.0B | $2.3B | ||
| Q1 25 | $1.1B | $2.3B | ||
| Q4 24 | $1.0B | $2.3B | ||
| Q3 24 | $961.2M | $2.4B | ||
| Q2 24 | $913.6M | $2.4B | ||
| Q1 24 | $901.4M | $2.4B |
总资产DOCSEPR
| Q4 25 | $1.2B | $5.7B | ||
| Q3 25 | $1.3B | $5.5B | ||
| Q2 25 | $1.2B | $5.6B | ||
| Q1 25 | $1.3B | $5.5B | ||
| Q4 24 | $1.2B | $5.6B | ||
| Q3 24 | $1.1B | $5.7B | ||
| Q2 24 | $1.1B | $5.6B | ||
| Q1 24 | $1.1B | $5.7B |
负债/权益比DOCSEPR
| Q4 25 | — | 1.26× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | — | 1.20× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | — | 1.23× | ||
| Q3 24 | — | 1.19× | ||
| Q2 24 | — | 1.16× | ||
| Q1 24 | — | 1.15× |
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 | $421.0M |
| 自由现金流经营现金流 - 资本支出 | — | $269.2M |
| 自由现金流率自由现金流/营收 | — | 147.1% |
| 资本支出强度资本支出/营收 | — | 82.9% |
| 现金转化率经营现金流/净利润 | 0.99× | 6.29× |
| 过去12个月自由现金流最近4个季度 | — | $568.5M |
8季度趋势，按日历期对齐
经营现金流DOCSEPR
| Q4 25 | $60.9M | $421.0M | ||
| Q3 25 | $93.9M | $136.5M | ||
| Q2 25 | $62.1M | $87.3M | ||
| Q1 25 | $98.5M | $99.4M | ||
| Q4 24 | $65.2M | $393.1M | ||
| Q3 24 | $68.3M | $122.0M | ||
| Q2 24 | $41.2M | $78.7M | ||
| Q1 24 | $63.9M | $99.5M |
自由现金流DOCSEPR
| Q4 25 | — | $269.2M | ||
| Q3 25 | — | $132.1M | ||
| Q2 25 | — | $82.4M | ||
| Q1 25 | — | $84.7M | ||
| Q4 24 | — | $129.2M | ||
| Q3 24 | — | $121.5M | ||
| Q2 24 | — | $71.3M | ||
| Q1 24 | — | $65.0M |
自由现金流率DOCSEPR
| Q4 25 | — | 147.1% | ||
| Q3 25 | — | 72.5% | ||
| Q2 25 | — | 46.3% | ||
| Q1 25 | — | 48.4% | ||
| Q4 24 | — | 72.9% | ||
| Q3 24 | — | 67.3% | ||
| Q2 24 | — | 41.2% | ||
| Q1 24 | — | 38.9% |
资本支出强度DOCSEPR
| Q4 25 | — | 82.9% | ||
| Q3 25 | — | 2.4% | ||
| Q2 25 | — | 2.7% | ||
| Q1 25 | 0.0% | 8.4% | ||
| Q4 24 | 0.0% | 148.9% | ||
| Q3 24 | 0.0% | 0.3% | ||
| Q2 24 | 0.0% | 4.2% | ||
| Q1 24 | 0.0% | 20.6% |
现金转化率DOCSEPR
| Q4 25 | 0.99× | 6.29× | ||
| Q3 25 | 1.51× | 2.05× | ||
| Q2 25 | 1.16× | 1.15× | ||
| Q1 25 | 1.58× | 1.51× | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | 2.62× | ||
| Q2 24 | 1.00× | 1.74× | ||
| Q1 24 | 1.57× | 1.59× |
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% |
EPR
| Experiential Reportable Operating Segment | $173.3M | 95% |
| Education Reportable Operating Segment | $9.5M | 5% |
