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Doximity, Inc.（DOCS）与FIRST BANCORP（FBP）财务数据对比。点击上方公司名可切换其他公司
FIRST BANCORP的季度营收约是Doximity, Inc.的1.4倍（$257.2M vs $185.1M），FIRST BANCORP净利率更高（33.9% vs 33.3%，领先0.6%），Doximity, Inc.同比增速更快（9.8% vs 6.5%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 5.6%）
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。
第一中西部银行总部位于美国伊利诺伊州芝加哥市，地处奥黑尔机场东侧，其前身可追溯至伊利诺伊州乔利埃特市。发展至今，该行服务范围覆盖芝加哥众多郊区，包括印第安纳州西北部、伊利诺伊州南部、威斯康星州东南部以及含爱荷华州在内的四城地区，是美国规模最大的银行机构之一。
DOCS vs FBP — 直观对比
营收规模更大
FBP
是对方的1.4倍
$185.1M
营收增速更快
DOCS
高出3.3%
6.5%
净利率更高
FBP
高出0.6%
33.3%
两年增速更快
DOCS
近两年复合增速
5.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $257.2M |
| 净利润 | $61.6M | $87.1M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | 41.7% |
| 净利率 | 33.3% | 33.9% |
| 营收同比 | 9.8% | 6.5% |
| 净利润同比 | -18.1% | 15.1% |
| 每股收益（稀释后） | $0.31 | $0.55 |
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DOCSFBP
| Q4 25 | $185.1M | $257.2M | ||
| Q3 25 | $168.5M | $248.7M | ||
| Q2 25 | $145.9M | $246.8M | ||
| Q1 25 | $138.3M | $248.1M | ||
| Q4 24 | $168.6M | $241.5M | ||
| Q3 24 | $136.8M | $234.6M | ||
| Q2 24 | $126.7M | $231.7M | ||
| Q1 24 | $118.1M | $230.5M |
净利润DOCSFBP
| Q4 25 | $61.6M | $87.1M | ||
| Q3 25 | $62.1M | $100.5M | ||
| Q2 25 | $53.3M | $80.2M | ||
| Q1 25 | $62.5M | $77.1M | ||
| Q4 24 | $75.2M | $75.7M | ||
| Q3 24 | $44.2M | $73.7M | ||
| Q2 24 | $41.4M | $75.8M | ||
| Q1 24 | $40.6M | $73.5M |
毛利率DOCSFBP
| 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DOCSFBP
| Q4 25 | 38.9% | 41.7% | ||
| Q3 25 | 37.8% | 42.7% | ||
| Q2 25 | 37.4% | 41.7% | ||
| Q1 25 | 35.2% | 40.4% | ||
| Q4 24 | 47.4% | 39.8% | ||
| Q3 24 | 38.8% | 41.1% | ||
| Q2 24 | 36.4% | 43.8% | ||
| Q1 24 | 35.5% | 42.3% |
净利率DOCSFBP
| Q4 25 | 33.3% | 33.9% | ||
| Q3 25 | 36.8% | 40.4% | ||
| Q2 25 | 36.5% | 32.5% | ||
| Q1 25 | 45.2% | 31.1% | ||
| Q4 24 | 44.6% | 31.4% | ||
| Q3 24 | 32.3% | 31.4% | ||
| Q2 24 | 32.7% | 32.7% | ||
| Q1 24 | 34.4% | 31.9% |
每股收益（稀释后）DOCSFBP
| Q4 25 | $0.31 | $0.55 | ||
| Q3 25 | $0.31 | $0.63 | ||
| Q2 25 | $0.27 | $0.50 | ||
| Q1 25 | $0.31 | $0.47 | ||
| Q4 24 | $0.37 | $0.46 | ||
| Q3 24 | $0.22 | $0.45 | ||
| Q2 24 | $0.21 | $0.46 | ||
| Q1 24 | $0.20 | $0.44 |
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 | — | $290.0M |
| 股东权益账面价值 | $979.3M | $2.0B |
| 总资产 | $1.2B | $19.1B |
| 负债/权益比越低杠杆越低 | — | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资DOCSFBP
| 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DOCSFBP
| Q4 25 | — | $290.0M | ||
| Q3 25 | — | $290.0M | ||
| Q2 25 | — | $320.0M | ||
| Q1 25 | — | $331.1M | ||
| Q4 24 | — | $561.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DOCSFBP
| Q4 25 | $979.3M | $2.0B | ||
| Q3 25 | $1.1B | $1.9B | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $1.1B | $1.8B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $961.2M | $1.7B | ||
| Q2 24 | $913.6M | $1.5B | ||
| Q1 24 | $901.4M | $1.5B |
总资产DOCSFBP
| Q4 25 | $1.2B | $19.1B | ||
| Q3 25 | $1.3B | $19.3B | ||
| Q2 25 | $1.2B | $18.9B | ||
| Q1 25 | $1.3B | $19.1B | ||
| Q4 24 | $1.2B | $19.3B | ||
| Q3 24 | $1.1B | $18.9B | ||
| Q2 24 | $1.1B | $18.9B | ||
| Q1 24 | $1.1B | $18.9B |
负债/权益比DOCSFBP
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $107.3M |
| 自由现金流经营现金流 - 资本支出 | — | $103.2M |
| 自由现金流率自由现金流/营收 | — | 40.1% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | 0.99× | 1.23× |
| 过去12个月自由现金流最近4个季度 | — | $437.5M |
8季度趋势，按日历期对齐
经营现金流DOCSFBP
| Q4 25 | $60.9M | $107.3M | ||
| Q3 25 | $93.9M | $137.6M | ||
| Q2 25 | $62.1M | $95.4M | ||
| Q1 25 | $98.5M | $108.2M | ||
| Q4 24 | $65.2M | $96.8M | ||
| Q3 24 | $68.3M | $118.0M | ||
| Q2 24 | $41.2M | $71.1M | ||
| Q1 24 | $63.9M | $118.2M |
自由现金流DOCSFBP
| Q4 25 | — | $103.2M | ||
| Q3 25 | — | $134.8M | ||
| Q2 25 | — | $92.8M | ||
| Q1 25 | — | $106.7M | ||
| Q4 24 | — | $95.2M | ||
| Q3 24 | — | $115.4M | ||
| Q2 24 | — | $69.4M | ||
| Q1 24 | — | $114.1M |
自由现金流率DOCSFBP
| Q4 25 | — | 40.1% | ||
| Q3 25 | — | 54.2% | ||
| Q2 25 | — | 37.6% | ||
| Q1 25 | — | 43.0% | ||
| Q4 24 | — | 39.4% | ||
| Q3 24 | — | 49.2% | ||
| Q2 24 | — | 30.0% | ||
| Q1 24 | — | 49.5% |
资本支出强度DOCSFBP
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | 0.0% | 0.6% | ||
| Q4 24 | 0.0% | 0.7% | ||
| Q3 24 | 0.0% | 1.1% | ||
| Q2 24 | 0.0% | 0.7% | ||
| Q1 24 | 0.0% | 1.8% |
现金转化率DOCSFBP
| Q4 25 | 0.99× | 1.23× | ||
| Q3 25 | 1.51× | 1.37× | ||
| Q2 25 | 1.16× | 1.19× | ||
| Q1 25 | 1.58× | 1.40× | ||
| Q4 24 | 0.87× | 1.28× | ||
| Q3 24 | 1.55× | 1.60× | ||
| Q2 24 | 1.00× | 0.94× | ||
| Q1 24 | 1.57× | 1.61× |
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% |
FBP
| Consumer Retail Banking Segment | $171.5M | 67% |
| Commercial And Corporate Segment | $46.9M | 18% |
| Mortgage Banking Segment | $22.4M | 9% |
| Virgin Islands Operations Segment | $18.6M | 7% |
