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Doximity, Inc.（DOCS）与Fat Brands, Inc（FAT）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Fat Brands, Inc的1.3倍（$185.1M vs $140.0M），Doximity, Inc.净利率更高（33.3% vs -41.6%，领先74.8%），Doximity, Inc.同比增速更快（9.8% vs -2.3%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -6.1%）
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。
FAT Brands是来自美国的多品牌餐饮与体育酒吧连锁运营商，总部位于加利福尼亚州比弗利山庄，主要开展餐饮品牌的连锁加盟运营业务，旗下涵盖多个餐饮及休闲体育酒吧品牌。
DOCS vs FAT — 直观对比
营收规模更大
DOCS
是对方的1.3倍
$140.0M
营收增速更快
DOCS
高出12.1%
-2.3%
净利率更高
DOCS
高出74.8%
-41.6%
两年增速更快
DOCS
近两年复合增速
-6.1%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $140.0M |
| 净利润 | $61.6M | $-58.2M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | -12.4% |
| 净利率 | 33.3% | -41.6% |
| 营收同比 | 9.8% | -2.3% |
| 净利润同比 | -18.1% | -30.1% |
| 每股收益（稀释后） | $0.31 | $-3.39 |
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DOCSFAT
| Q4 25 | $185.1M | — | ||
| Q3 25 | $168.5M | $140.0M | ||
| Q2 25 | $145.9M | $146.8M | ||
| Q1 25 | $138.3M | $142.0M | ||
| Q4 24 | $168.6M | $145.3M | ||
| Q3 24 | $136.8M | $143.4M | ||
| Q2 24 | $126.7M | $152.0M | ||
| Q1 24 | $118.1M | $152.0M |
净利润DOCSFAT
| Q4 25 | $61.6M | — | ||
| Q3 25 | $62.1M | $-58.2M | ||
| Q2 25 | $53.3M | $-54.2M | ||
| Q1 25 | $62.5M | $-46.0M | ||
| Q4 24 | $75.2M | $-67.4M | ||
| Q3 24 | $44.2M | $-44.8M | ||
| Q2 24 | $41.4M | $-39.4M | ||
| Q1 24 | $40.6M | $-38.3M |
毛利率DOCSFAT
| 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DOCSFAT
| Q4 25 | 38.9% | — | ||
| Q3 25 | 37.8% | -12.4% | ||
| Q2 25 | 37.4% | -10.6% | ||
| Q1 25 | 35.2% | -6.0% | ||
| Q4 24 | 47.4% | -27.1% | ||
| Q3 24 | 38.8% | -6.2% | ||
| Q2 24 | 36.4% | -1.8% | ||
| Q1 24 | 35.5% | -0.9% |
净利率DOCSFAT
| Q4 25 | 33.3% | — | ||
| Q3 25 | 36.8% | -41.6% | ||
| Q2 25 | 36.5% | -36.9% | ||
| Q1 25 | 45.2% | -32.4% | ||
| Q4 24 | 44.6% | -46.4% | ||
| Q3 24 | 32.3% | -31.2% | ||
| Q2 24 | 32.7% | -25.9% | ||
| Q1 24 | 34.4% | -25.2% |
每股收益（稀释后）DOCSFAT
| Q4 25 | $0.31 | — | ||
| Q3 25 | $0.31 | $-3.39 | ||
| Q2 25 | $0.27 | $-3.17 | ||
| Q1 25 | $0.31 | $-2.73 | ||
| Q4 24 | $0.37 | $-4.06 | ||
| Q3 24 | $0.22 | $-2.74 | ||
| Q2 24 | $0.21 | $-2.43 | ||
| Q1 24 | $0.20 | $-2.37 |
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 | — | $1.3B |
| 股东权益账面价值 | $979.3M | $-585.8M |
| 总资产 | $1.2B | $1.2B |
| 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DOCSFAT
| 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 | — | ||
| Q1 24 | $96.8M | — |
总债务DOCSFAT
| Q4 25 | — | — | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
股东权益DOCSFAT
| Q4 25 | $979.3M | — | ||
| Q3 25 | $1.1B | $-585.8M | ||
| Q2 25 | $1.0B | $-536.5M | ||
| Q1 25 | $1.1B | $-493.9M | ||
| Q4 24 | $1.0B | $-455.7M | ||
| Q3 24 | $961.2M | $-386.1M | ||
| Q2 24 | $913.6M | $-338.6M | ||
| Q1 24 | $901.4M | $-296.8M |
总资产DOCSFAT
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $1.1B | $1.4B |
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 | $-14.5M |
| 自由现金流经营现金流 - 资本支出 | — | $-16.9M |
| 自由现金流率自由现金流/营收 | — | -12.1% |
| 资本支出强度资本支出/营收 | — | 1.7% |
| 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 | — | $-75.0M |
8季度趋势，按日历期对齐
经营现金流DOCSFAT
| Q4 25 | $60.9M | — | ||
| Q3 25 | $93.9M | $-14.5M | ||
| Q2 25 | $62.1M | $-26.9M | ||
| Q1 25 | $98.5M | $-13.2M | ||
| Q4 24 | $65.2M | $-10.4M | ||
| Q3 24 | $68.3M | $-3.2M | ||
| Q2 24 | $41.2M | $-14.2M | ||
| Q1 24 | $63.9M | $-28.4M |
自由现金流DOCSFAT
| Q4 25 | — | — | ||
| Q3 25 | — | $-16.9M | ||
| Q2 25 | — | $-29.3M | ||
| Q1 25 | — | $-17.8M | ||
| Q4 24 | — | $-11.0M | ||
| Q3 24 | — | $-11.1M | ||
| Q2 24 | — | $-24.4M | ||
| Q1 24 | — | $-32.5M |
自由现金流率DOCSFAT
| Q4 25 | — | — | ||
| Q3 25 | — | -12.1% | ||
| Q2 25 | — | -20.0% | ||
| Q1 25 | — | -12.5% | ||
| Q4 24 | — | -7.6% | ||
| Q3 24 | — | -7.7% | ||
| Q2 24 | — | -16.1% | ||
| Q1 24 | — | -21.4% |
资本支出强度DOCSFAT
| Q4 25 | — | — | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | 0.0% | 3.2% | ||
| Q4 24 | 0.0% | 0.4% | ||
| Q3 24 | 0.0% | 5.5% | ||
| Q2 24 | 0.0% | 6.7% | ||
| Q1 24 | 0.0% | 2.7% |
现金转化率DOCSFAT
| Q4 25 | 0.99× | — | ||
| 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% |
FAT
| Restaurant Sales | $96.6M | 69% |
| Royalty | $21.6M | 15% |
| Factory | $9.6M | 7% |
| Advertising | $9.1M | 7% |
| Franchisor | $1.5M | 1% |
| Other | $1.5M | 1% |
