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Doximity, Inc.（DOCS）与AMICUS THERAPEUTICS, INC.（FOLD）财务数据对比。点击上方公司名可切换其他公司
AMICUS THERAPEUTICS, INC.的季度营收约是Doximity, Inc.的1.0倍（$185.2M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 0.9%，领先32.4%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 9.8%），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 25.2%）
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。
Amicus Therapeutics是总部位于美国宾夕法尼亚州费城的生物制药上市企业，2007年在纳斯达克挂牌上市，股票代码为FOLD。上市前，公司曾获得Radius Ventures、迦南合伙人、恩颐投资等多家风险投资机构的资金支持，专注于生物医药领域的研发与商业化布局。
DOCS vs FOLD — 直观对比
营收规模更大
FOLD
是对方的1.0倍
$185.1M
营收增速更快
FOLD
高出14.0%
9.8%
净利率更高
DOCS
高出32.4%
0.9%
两年增速更快
FOLD
近两年复合增速
25.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $185.2M |
| 净利润 | $61.6M | $1.7M |
| 毛利率 | 89.9% | 85.7% |
| 营业利润率 | 38.9% | 8.6% |
| 净利率 | 33.3% | 0.9% |
| 营收同比 | 9.8% | 23.7% |
| 净利润同比 | -18.1% | -88.5% |
| 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DOCSFOLD
| Q4 25 | $185.1M | $185.2M | ||
| Q3 25 | $168.5M | $169.1M | ||
| Q2 25 | $145.9M | $154.7M | ||
| Q1 25 | $138.3M | $125.2M | ||
| Q4 24 | $168.6M | $149.7M | ||
| Q3 24 | $136.8M | $141.5M | ||
| Q2 24 | $126.7M | $126.7M | ||
| Q1 24 | $118.1M | $110.4M |
净利润DOCSFOLD
| Q4 25 | $61.6M | $1.7M | ||
| Q3 25 | $62.1M | $17.3M | ||
| Q2 25 | $53.3M | $-24.4M | ||
| Q1 25 | $62.5M | $-21.7M | ||
| Q4 24 | $75.2M | $14.7M | ||
| Q3 24 | $44.2M | $-6.7M | ||
| Q2 24 | $41.4M | $-15.7M | ||
| Q1 24 | $40.6M | $-48.4M |
毛利率DOCSFOLD
| Q4 25 | 89.9% | 85.7% | ||
| Q3 25 | 90.3% | 88.5% | ||
| Q2 25 | 89.2% | 90.2% | ||
| Q1 25 | 89.5% | 90.7% | ||
| Q4 24 | 91.6% | 90.1% | ||
| Q3 24 | 90.0% | 90.6% | ||
| Q2 24 | 89.3% | 91.1% | ||
| Q1 24 | 89.4% | 87.7% |
营业利润率DOCSFOLD
| Q4 25 | 38.9% | 8.6% | ||
| Q3 25 | 37.8% | 20.3% | ||
| Q2 25 | 37.4% | -6.1% | ||
| Q1 25 | 35.2% | -6.3% | ||
| Q4 24 | 47.4% | 10.7% | ||
| Q3 24 | 38.8% | 15.3% | ||
| Q2 24 | 36.4% | 11.8% | ||
| Q1 24 | 35.5% | -25.1% |
净利率DOCSFOLD
| Q4 25 | 33.3% | 0.9% | ||
| Q3 25 | 36.8% | 10.2% | ||
| Q2 25 | 36.5% | -15.8% | ||
| Q1 25 | 45.2% | -17.3% | ||
| Q4 24 | 44.6% | 9.8% | ||
| Q3 24 | 32.3% | -4.8% | ||
| Q2 24 | 32.7% | -12.4% | ||
| Q1 24 | 34.4% | -43.9% |
每股收益（稀释后）DOCSFOLD
| Q4 25 | $0.31 | $0.00 | ||
| Q3 25 | $0.31 | $0.06 | ||
| Q2 25 | $0.27 | $-0.08 | ||
| Q1 25 | $0.31 | $-0.07 | ||
| Q4 24 | $0.37 | $0.05 | ||
| Q3 24 | $0.22 | $-0.02 | ||
| Q2 24 | $0.21 | $-0.05 | ||
| Q1 24 | $0.20 | $-0.16 |
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 | $293.5M |
| 总债务越低越好 | — | $392.7M |
| 股东权益账面价值 | $979.3M | $274.2M |
| 总资产 | $1.2B | $949.9M |
| 负债/权益比越低杠杆越低 | — | 1.43× |
8季度趋势，按日历期对齐
现金及短期投资DOCSFOLD
| Q4 25 | $64.8M | $293.5M | ||
| Q3 25 | $169.2M | $263.8M | ||
| Q2 25 | $137.3M | $231.0M | ||
| Q1 25 | $209.6M | $250.6M | ||
| Q4 24 | $165.3M | $249.9M | ||
| Q3 24 | $184.2M | $249.8M | ||
| Q2 24 | $111.4M | $260.1M | ||
| Q1 24 | $96.8M | $239.6M |
总债务DOCSFOLD
| Q4 25 | — | $392.7M | ||
| Q3 25 | — | $392.0M | ||
| Q2 25 | — | $391.3M | ||
| Q1 25 | — | $390.7M | ||
| Q4 24 | — | $390.1M | ||
| Q3 24 | — | $389.5M | ||
| Q2 24 | — | $388.9M | ||
| Q1 24 | — | $388.4M |
股东权益DOCSFOLD
| Q4 25 | $979.3M | $274.2M | ||
| Q3 25 | $1.1B | $230.4M | ||
| Q2 25 | $1.0B | $204.3M | ||
| Q1 25 | $1.1B | $193.6M | ||
| Q4 24 | $1.0B | $194.0M | ||
| Q3 24 | $961.2M | $178.8M | ||
| Q2 24 | $913.6M | $132.5M | ||
| Q1 24 | $901.4M | $130.7M |
总资产DOCSFOLD
| Q4 25 | $1.2B | $949.9M | ||
| Q3 25 | $1.3B | $868.8M | ||
| Q2 25 | $1.2B | $815.3M | ||
| Q1 25 | $1.3B | $789.8M | ||
| Q4 24 | $1.2B | $785.0M | ||
| Q3 24 | $1.1B | $786.6M | ||
| Q2 24 | $1.1B | $749.5M | ||
| Q1 24 | $1.1B | $721.8M |
负债/权益比DOCSFOLD
| Q4 25 | — | 1.43× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.02× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.93× | ||
| Q1 24 | — | 2.97× |
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 | $16.3M |
| 自由现金流经营现金流 - 资本支出 | — | $16.0M |
| 自由现金流率自由现金流/营收 | — | 8.6% |
| 资本支出强度资本支出/营收 | — | 0.2% |
| 现金转化率经营现金流/净利润 | 0.99× | 9.62× |
| 过去12个月自由现金流最近4个季度 | — | $29.8M |
8季度趋势，按日历期对齐
经营现金流DOCSFOLD
| Q4 25 | $60.9M | $16.3M | ||
| Q3 25 | $93.9M | $35.7M | ||
| Q2 25 | $62.1M | $-26.5M | ||
| Q1 25 | $98.5M | $7.8M | ||
| Q4 24 | $65.2M | $-3.9M | ||
| Q3 24 | $68.3M | $-23.0M | ||
| Q2 24 | $41.2M | $22.7M | ||
| Q1 24 | $63.9M | $-29.7M |
自由现金流DOCSFOLD
| Q4 25 | — | $16.0M | ||
| Q3 25 | — | $35.3M | ||
| Q2 25 | — | $-28.9M | ||
| Q1 25 | — | $7.5M | ||
| Q4 24 | — | $-4.2M | ||
| Q3 24 | — | $-23.3M | ||
| Q2 24 | — | $21.6M | ||
| Q1 24 | — | $-31.5M |
自由现金流率DOCSFOLD
| Q4 25 | — | 8.6% | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | -18.7% | ||
| Q1 25 | — | 6.0% | ||
| Q4 24 | — | -2.8% | ||
| Q3 24 | — | -16.5% | ||
| Q2 24 | — | 17.0% | ||
| Q1 24 | — | -28.5% |
资本支出强度DOCSFOLD
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | 0.0% | 0.2% | ||
| Q4 24 | 0.0% | 0.2% | ||
| Q3 24 | 0.0% | 0.3% | ||
| Q2 24 | 0.0% | 0.9% | ||
| Q1 24 | 0.0% | 1.6% |
现金转化率DOCSFOLD
| Q4 25 | 0.99× | 9.62× | ||
| Q3 25 | 1.51× | 2.06× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | -0.27× | ||
| 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% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
