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Doximity, Inc.（DOCS）与Funko, Inc.（FNKO）财务数据对比。点击上方公司名可切换其他公司
Funko, Inc.的季度营收约是Doximity, Inc.的1.5倍（$273.1M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs -0.1%，领先33.3%），Doximity, Inc.同比增速更快（9.8% vs -7.0%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 12.5%）
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。
Funko是一家美国知名流行文化周边收藏品牌，主打获得IP授权的限量收藏商品，以 vinyl 搪胶收藏人偶和摇头公仔闻名，同时也生产授权毛绒玩具、可动玩偶、服饰、配件及周边桌游。该品牌由迈克·贝克尔与克劳迪娅·贝克尔于1998年创立，最初只是主打复古怀旧风的小型手工玩具项目。
DOCS vs FNKO — 直观对比
营收规模更大
FNKO
是对方的1.5倍
$185.1M
营收增速更快
DOCS
高出16.8%
-7.0%
净利率更高
DOCS
高出33.3%
-0.1%
两年增速更快
DOCS
近两年复合增速
12.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $273.1M |
| 净利润 | $61.6M | $-183.0K |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | 2.2% |
| 净利率 | 33.3% | -0.1% |
| 营收同比 | 9.8% | -7.0% |
| 净利润同比 | -18.1% | 87.8% |
| 每股收益（稀释后） | $0.31 | $0.00 |
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DOCSFNKO
| Q4 25 | $185.1M | $273.1M | ||
| Q3 25 | $168.5M | $250.9M | ||
| Q2 25 | $145.9M | $193.5M | ||
| Q1 25 | $138.3M | $190.7M | ||
| Q4 24 | $168.6M | $293.7M | ||
| Q3 24 | $136.8M | $292.8M | ||
| Q2 24 | $126.7M | $247.7M | ||
| Q1 24 | $118.1M | $215.7M |
净利润DOCSFNKO
| Q4 25 | $61.6M | $-183.0K | ||
| Q3 25 | $62.1M | $901.0K | ||
| Q2 25 | $53.3M | $-40.5M | ||
| Q1 25 | $62.5M | $-27.6M | ||
| Q4 24 | $75.2M | $-1.5M | ||
| Q3 24 | $44.2M | $4.3M | ||
| Q2 24 | $41.4M | $5.1M | ||
| Q1 24 | $40.6M | $-22.7M |
毛利率DOCSFNKO
| Q4 25 | 89.9% | — | ||
| Q3 25 | 90.3% | — | ||
| Q2 25 | 89.2% | — | ||
| Q1 25 | 89.5% | — | ||
| Q4 24 | 91.6% | — | ||
| Q3 24 | 90.0% | 40.9% | ||
| Q2 24 | 89.3% | 42.0% | ||
| Q1 24 | 89.4% | 40.0% |
营业利润率DOCSFNKO
| Q4 25 | 38.9% | 2.2% | ||
| Q3 25 | 37.8% | 2.6% | ||
| Q2 25 | 37.4% | -18.0% | ||
| Q1 25 | 35.2% | -12.2% | ||
| Q4 24 | 47.4% | 1.8% | ||
| Q3 24 | 38.8% | 4.0% | ||
| Q2 24 | 36.4% | 4.3% | ||
| Q1 24 | 35.5% | -6.9% |
净利率DOCSFNKO
| Q4 25 | 33.3% | -0.1% | ||
| Q3 25 | 36.8% | 0.4% | ||
| Q2 25 | 36.5% | -20.9% | ||
| Q1 25 | 45.2% | -14.5% | ||
| Q4 24 | 44.6% | -0.5% | ||
| Q3 24 | 32.3% | 1.5% | ||
| Q2 24 | 32.7% | 2.1% | ||
| Q1 24 | 34.4% | -10.5% |
每股收益（稀释后）DOCSFNKO
| Q4 25 | $0.31 | $0.00 | ||
| Q3 25 | $0.31 | $0.02 | ||
| Q2 25 | $0.27 | $-0.74 | ||
| Q1 25 | $0.31 | $-0.52 | ||
| Q4 24 | $0.37 | $-0.01 | ||
| Q3 24 | $0.22 | $0.08 | ||
| Q2 24 | $0.21 | $0.10 | ||
| Q1 24 | $0.20 | $-0.45 |
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 | $42.1M |
| 总债务越低越好 | — | $100.3M |
| 股东权益账面价值 | $979.3M | $185.8M |
| 总资产 | $1.2B | $685.2M |
| 负债/权益比越低杠杆越低 | — | 0.54× |
8季度趋势，按日历期对齐
现金及短期投资DOCSFNKO
| Q4 25 | $64.8M | $42.1M | ||
| Q3 25 | $169.2M | $39.2M | ||
| Q2 25 | $137.3M | $49.2M | ||
| Q1 25 | $209.6M | $25.9M | ||
| Q4 24 | $165.3M | $34.7M | ||
| Q3 24 | $184.2M | $28.5M | ||
| Q2 24 | $111.4M | $41.6M | ||
| Q1 24 | $96.8M | $26.1M |
总债务DOCSFNKO
| Q4 25 | — | $100.3M | ||
| Q3 25 | — | $106.0M | ||
| Q2 25 | — | $111.6M | ||
| Q1 25 | — | $117.2M | ||
| Q4 24 | — | $122.8M | ||
| Q3 24 | — | $128.4M | ||
| Q2 24 | — | $133.9M | ||
| Q1 24 | — | $139.4M |
股东权益DOCSFNKO
| Q4 25 | $979.3M | $185.8M | ||
| Q3 25 | $1.1B | $182.7M | ||
| Q2 25 | $1.0B | $181.2M | ||
| Q1 25 | $1.1B | $212.8M | ||
| Q4 24 | $1.0B | $233.0M | ||
| Q3 24 | $961.2M | $236.5M | ||
| Q2 24 | $913.6M | $223.5M | ||
| Q1 24 | $901.4M | $212.5M |
总资产DOCSFNKO
| Q4 25 | $1.2B | $685.2M | ||
| Q3 25 | $1.3B | $699.3M | ||
| Q2 25 | $1.2B | $694.9M | ||
| Q1 25 | $1.3B | $648.4M | ||
| Q4 24 | $1.2B | $707.3M | ||
| Q3 24 | $1.1B | $783.6M | ||
| Q2 24 | $1.1B | $737.8M | ||
| Q1 24 | $1.1B | $725.5M |
负债/权益比DOCSFNKO
| Q4 25 | — | 0.54× | ||
| Q3 25 | — | 0.58× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | — | 0.53× | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | 0.60× | ||
| Q1 24 | — | 0.66× |
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 | $28.1M |
| 自由现金流经营现金流 - 资本支出 | — | $19.2M |
| 自由现金流率自由现金流/营收 | — | 7.0% |
| 资本支出强度资本支出/营收 | — | 3.3% |
| 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 | — | $-38.1M |
8季度趋势，按日历期对齐
经营现金流DOCSFNKO
| Q4 25 | $60.9M | $28.1M | ||
| Q3 25 | $93.9M | $11.2M | ||
| Q2 25 | $62.1M | $-22.2M | ||
| Q1 25 | $98.5M | $-22.3M | ||
| Q4 24 | $65.2M | $59.8M | ||
| Q3 24 | $68.3M | $3.3M | ||
| Q2 24 | $41.2M | $45.9M | ||
| Q1 24 | $63.9M | $14.5M |
自由现金流DOCSFNKO
| Q4 25 | — | $19.2M | ||
| Q3 25 | — | $3.4M | ||
| Q2 25 | — | $-31.8M | ||
| Q1 25 | — | $-28.8M | ||
| Q4 24 | — | $47.8M | ||
| Q3 24 | — | $-4.2M | ||
| Q2 24 | — | $36.8M | ||
| Q1 24 | — | $10.3M |
自由现金流率DOCSFNKO
| Q4 25 | — | 7.0% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | -16.5% | ||
| Q1 25 | — | -15.1% | ||
| Q4 24 | — | 16.3% | ||
| Q3 24 | — | -1.4% | ||
| Q2 24 | — | 14.9% | ||
| Q1 24 | — | 4.8% |
资本支出强度DOCSFNKO
| Q4 25 | — | 3.3% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 5.0% | ||
| Q1 25 | 0.0% | 3.4% | ||
| Q4 24 | 0.0% | 4.1% | ||
| Q3 24 | 0.0% | 2.6% | ||
| Q2 24 | 0.0% | 3.7% | ||
| Q1 24 | 0.0% | 1.9% |
现金转化率DOCSFNKO
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | 12.47× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | 0.77× | ||
| Q2 24 | 1.00× | 8.97× | ||
| 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% |
FNKO
| Core Collectibles | $221.0M | 81% |
| Loungefly LLC | $43.1M | 16% |
| Other Products Excluding Core Collectibles And Loungefly Brands | $9.0M | 3% |
