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Doximity, Inc.（DOCS）与ESSENTIAL PROPERTIES REALTY TRUST, INC.（EPRT）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ESSENTIAL PROPERTIES REALTY TRUST, INC.的1.2倍（$185.1M vs $158.8M），ESSENTIAL PROPERTIES REALTY TRUST, INC.净利率更高（37.8% vs 33.3%，领先4.5%），ESSENTIAL PROPERTIES REALTY TRUST, INC.同比增速更快（22.8% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 20.6%）
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。
Essential Properties Realty Trust是一家上市房地产投资信托企业，收购、持有并管理美国全境的单租户净租赁商业地产组合，资产主要覆盖休闲餐饮、汽车服务、医疗诊所、幼儿教育中心、轻型工业等刚需服务类业态，租户普遍拥有稳健的长期经营记录。
DOCS vs EPRT — 直观对比
营收规模更大
DOCS
是对方的1.2倍
$158.8M
营收增速更快
EPRT
高出13.0%
9.8%
净利率更高
EPRT
高出4.5%
33.3%
两年增速更快
DOCS
近两年复合增速
20.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $158.8M |
| 净利润 | $61.6M | $60.0M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | 56.5% |
| 净利率 | 33.3% | 37.8% |
| 营收同比 | 9.8% | 22.8% |
| 净利润同比 | -18.1% | 6.5% |
| 每股收益（稀释后） | $0.31 | $0.28 |
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DOCSEPRT
| Q1 26 | — | $158.8M | ||
| Q4 25 | $185.1M | $149.9M | ||
| Q3 25 | $168.5M | $144.9M | ||
| Q2 25 | $145.9M | $137.1M | ||
| Q1 25 | $138.3M | $129.4M | ||
| Q4 24 | $168.6M | $119.7M | ||
| Q3 24 | $136.8M | $117.1M | ||
| Q2 24 | $126.7M | $109.3M |
净利润DOCSEPRT
| Q1 26 | — | $60.0M | ||
| Q4 25 | $61.6M | $68.1M | ||
| Q3 25 | $62.1M | $65.6M | ||
| Q2 25 | $53.3M | $63.2M | ||
| Q1 25 | $62.5M | $56.1M | ||
| Q4 24 | $75.2M | $55.4M | ||
| Q3 24 | $44.2M | $49.1M | ||
| Q2 24 | $41.4M | $51.5M |
毛利率DOCSEPRT
| 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DOCSEPRT
| Q1 26 | — | 56.5% | ||
| Q4 25 | 38.9% | 65.9% | ||
| Q3 25 | 37.8% | 64.7% | ||
| Q2 25 | 37.4% | 64.1% | ||
| Q1 25 | 35.2% | 61.6% | ||
| Q4 24 | 47.4% | 66.1% | ||
| Q3 24 | 38.8% | 59.7% | ||
| Q2 24 | 36.4% | 61.1% |
净利率DOCSEPRT
| Q1 26 | — | 37.8% | ||
| Q4 25 | 33.3% | 45.4% | ||
| Q3 25 | 36.8% | 45.3% | ||
| Q2 25 | 36.5% | 46.1% | ||
| Q1 25 | 45.2% | 43.4% | ||
| Q4 24 | 44.6% | 46.3% | ||
| Q3 24 | 32.3% | 42.0% | ||
| Q2 24 | 32.7% | 47.1% |
每股收益（稀释后）DOCSEPRT
| Q1 26 | — | $0.28 | ||
| Q4 25 | $0.31 | $0.34 | ||
| Q3 25 | $0.31 | $0.33 | ||
| Q2 25 | $0.27 | $0.32 | ||
| Q1 25 | $0.31 | $0.29 | ||
| Q4 24 | $0.37 | $0.31 | ||
| Q3 24 | $0.22 | $0.27 | ||
| Q2 24 | $0.21 | $0.29 |
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 | $15.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $4.4B |
| 总资产 | $1.2B | $7.2B |
| 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DOCSEPRT
| Q1 26 | — | $15.2M | ||
| Q4 25 | $64.8M | $60.2M | ||
| Q3 25 | $169.2M | $23.8M | ||
| Q2 25 | $137.3M | $20.8M | ||
| Q1 25 | $209.6M | $47.0M | ||
| Q4 24 | $165.3M | $40.7M | ||
| Q3 24 | $184.2M | $32.7M | ||
| Q2 24 | $111.4M | $23.6M |
总债务DOCSEPRT
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $1.9B |
股东权益DOCSEPRT
| Q1 26 | — | $4.4B | ||
| Q4 25 | $979.3M | $4.2B | ||
| Q3 25 | $1.1B | $3.8B | ||
| Q2 25 | $1.0B | $3.8B | ||
| Q1 25 | $1.1B | $3.8B | ||
| Q4 24 | $1.0B | $3.6B | ||
| Q3 24 | $961.2M | $3.2B | ||
| Q2 24 | $913.6M | $3.2B |
总资产DOCSEPRT
| Q1 26 | — | $7.2B | ||
| Q4 25 | $1.2B | $6.9B | ||
| Q3 25 | $1.3B | $6.6B | ||
| Q2 25 | $1.2B | $6.3B | ||
| Q1 25 | $1.3B | $6.1B | ||
| Q4 24 | $1.2B | $5.8B | ||
| Q3 24 | $1.1B | $5.5B | ||
| Q2 24 | $1.1B | $5.3B |
负债/权益比DOCSEPRT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.61× | ||
| Q1 25 | — | 0.56× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.69× | ||
| Q2 24 | — | 0.59× |
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DOCSEPRT
| Q1 26 | — | — | ||
| Q4 25 | $60.9M | $381.1M | ||
| Q3 25 | $93.9M | $99.0M | ||
| Q2 25 | $62.1M | $99.8M | ||
| Q1 25 | $98.5M | $77.2M | ||
| Q4 24 | $65.2M | $308.5M | ||
| Q3 24 | $68.3M | $73.5M | ||
| Q2 24 | $41.2M | $81.1M |
资本支出强度DOCSEPRT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — |
现金转化率DOCSEPRT
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | 5.60× | ||
| Q3 25 | 1.51× | 1.51× | ||
| Q2 25 | 1.16× | 1.58× | ||
| Q1 25 | 1.58× | 1.38× | ||
| Q4 24 | 0.87× | 5.57× | ||
| Q3 24 | 1.55× | 1.50× | ||
| Q2 24 | 1.00× | 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% |
EPRT
| Rental revenue 1,2 | $149.4M | 94% |
| Other | $8.6M | 5% |
| Other revenue | $779.0K | 0% |
