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Doximity, Inc.（DOCS）与Empire State Realty OP, L.P.（ESBA）财务数据对比。点击上方公司名可切换其他公司
Empire State Realty OP, L.P.的季度营收约是Doximity, Inc.的1.1倍（$199.2M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 16.1%，领先17.1%），Doximity, Inc.同比增速更快（9.8% vs 0.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 4.9%）
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。
Empire State Realty OP, L.P. 是一家房地产运营合伙企业，核心业务为持有、管理及出租优质商业与零售物业，主要布局纽约大都会区，旗下拥有帝国大厦等标志性地标，服务企业租户、零售品牌及旅游相关业务板块。
DOCS vs ESBA — 直观对比
营收规模更大
ESBA
是对方的1.1倍
$185.1M
营收增速更快
DOCS
高出8.9%
0.8%
净利率更高
DOCS
高出17.1%
16.1%
两年增速更快
DOCS
近两年复合增速
4.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $199.2M |
| 净利润 | $61.6M | $32.2M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | 17.8% |
| 净利率 | 33.3% | 16.1% |
| 营收同比 | 9.8% | 0.8% |
| 净利润同比 | -18.1% | 71.2% |
| 每股收益（稀释后） | $0.31 | $0.11 |
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DOCSESBA
| Q4 25 | $185.1M | $199.2M | ||
| Q3 25 | $168.5M | $197.7M | ||
| Q2 25 | $145.9M | $191.3M | ||
| Q1 25 | $138.3M | $180.1M | ||
| Q4 24 | $168.6M | $197.6M | ||
| Q3 24 | $136.8M | $199.6M | ||
| Q2 24 | $126.7M | $189.5M | ||
| Q1 24 | $118.1M | $181.2M |
净利润DOCSESBA
| Q4 25 | $61.6M | $32.2M | ||
| Q3 25 | $62.1M | $13.6M | ||
| Q2 25 | $53.3M | $11.4M | ||
| Q1 25 | $62.5M | $15.8M | ||
| Q4 24 | $75.2M | $18.8M | ||
| Q3 24 | $44.2M | $22.8M | ||
| Q2 24 | $41.4M | $28.6M | ||
| Q1 24 | $40.6M | $10.2M |
毛利率DOCSESBA
| 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DOCSESBA
| Q4 25 | 38.9% | 17.8% | ||
| Q3 25 | 37.8% | 19.9% | ||
| Q2 25 | 37.4% | 18.4% | ||
| Q1 25 | 35.2% | 14.3% | ||
| Q4 24 | 47.4% | 21.7% | ||
| Q3 24 | 38.8% | 22.7% | ||
| Q2 24 | 36.4% | 20.8% | ||
| Q1 24 | 35.5% | 17.1% |
净利率DOCSESBA
| Q4 25 | 33.3% | 16.1% | ||
| Q3 25 | 36.8% | 6.9% | ||
| Q2 25 | 36.5% | 6.0% | ||
| Q1 25 | 45.2% | 8.8% | ||
| Q4 24 | 44.6% | 9.5% | ||
| Q3 24 | 32.3% | 11.4% | ||
| Q2 24 | 32.7% | 15.1% | ||
| Q1 24 | 34.4% | 5.6% |
每股收益（稀释后）DOCSESBA
| Q4 25 | $0.31 | $0.11 | ||
| Q3 25 | $0.31 | $0.05 | ||
| Q2 25 | $0.27 | $0.04 | ||
| Q1 25 | $0.31 | $0.05 | ||
| Q4 24 | $0.37 | $0.07 | ||
| Q3 24 | $0.22 | $0.08 | ||
| Q2 24 | $0.21 | $0.10 | ||
| Q1 24 | $0.20 | $0.03 |
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 | $132.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | — |
| 总资产 | $1.2B | $4.5B |
| 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DOCSESBA
| Q4 25 | $64.8M | $132.7M | ||
| Q3 25 | $169.2M | $154.1M | ||
| Q2 25 | $137.3M | $94.6M | ||
| Q1 25 | $209.6M | $187.8M | ||
| Q4 24 | $165.3M | $385.5M | ||
| Q3 24 | $184.2M | $421.9M | ||
| Q2 24 | $111.4M | $535.5M | ||
| Q1 24 | $96.8M | $333.6M |
股东权益DOCSESBA
| Q4 25 | $979.3M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $961.2M | — | ||
| Q2 24 | $913.6M | — | ||
| Q1 24 | $901.4M | — |
总资产DOCSESBA
| Q4 25 | $1.2B | $4.5B | ||
| Q3 25 | $1.3B | $4.1B | ||
| Q2 25 | $1.2B | $4.1B | ||
| Q1 25 | $1.3B | $4.1B | ||
| Q4 24 | $1.2B | $4.5B | ||
| Q3 24 | $1.1B | $4.4B | ||
| Q2 24 | $1.1B | $4.4B | ||
| Q1 24 | $1.1B | $4.2B |
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 | $249.1M |
| 自由现金流经营现金流 - 资本支出 | — | $50.6M |
| 自由现金流率自由现金流/营收 | — | 25.4% |
| 资本支出强度资本支出/营收 | — | 99.6% |
| 现金转化率经营现金流/净利润 | 0.99× | 7.74× |
| 过去12个月自由现金流最近4个季度 | — | $109.3M |
8季度趋势，按日历期对齐
经营现金流DOCSESBA
| Q4 25 | $60.9M | $249.1M | ||
| Q3 25 | $93.9M | $105.3M | ||
| Q2 25 | $62.1M | $26.7M | ||
| Q1 25 | $98.5M | $83.1M | ||
| Q4 24 | $65.2M | $260.9M | ||
| Q3 24 | $68.3M | $102.8M | ||
| Q2 24 | $41.2M | $37.1M | ||
| Q1 24 | $63.9M | $70.9M |
自由现金流DOCSESBA
| Q4 25 | — | $50.6M | ||
| Q3 25 | — | $72.8M | ||
| Q2 25 | — | $-55.1M | ||
| Q1 25 | — | $41.1M | ||
| Q4 24 | — | $88.0M | ||
| Q3 24 | — | $-65.1M | ||
| Q2 24 | — | $19.5M | ||
| Q1 24 | — | $23.2M |
自由现金流率DOCSESBA
| Q4 25 | — | 25.4% | ||
| Q3 25 | — | 36.8% | ||
| Q2 25 | — | -28.8% | ||
| Q1 25 | — | 22.8% | ||
| Q4 24 | — | 44.5% | ||
| Q3 24 | — | -32.6% | ||
| Q2 24 | — | 10.3% | ||
| Q1 24 | — | 12.8% |
资本支出强度DOCSESBA
| Q4 25 | — | 99.6% | ||
| Q3 25 | — | 16.5% | ||
| Q2 25 | — | 42.8% | ||
| Q1 25 | 0.0% | 23.4% | ||
| Q4 24 | 0.0% | 87.5% | ||
| Q3 24 | 0.0% | 84.1% | ||
| Q2 24 | 0.0% | 9.3% | ||
| Q1 24 | 0.0% | 26.3% |
现金转化率DOCSESBA
| Q4 25 | 0.99× | 7.74× | ||
| Q3 25 | 1.51× | 7.72× | ||
| Q2 25 | 1.16× | 2.35× | ||
| Q1 25 | 1.58× | 5.27× | ||
| Q4 24 | 0.87× | 13.88× | ||
| Q3 24 | 1.55× | 4.51× | ||
| Q2 24 | 1.00× | 1.30× | ||
| Q1 24 | 1.57× | 6.94× |
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% |
ESBA
| Real Estate Segment | $163.8M | 82% |
| Observatory Segment | $35.2M | 18% |
