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Doximity, Inc.（DOCS）与Forestar Group Inc.（FOR）财务数据对比。点击上方公司名可切换其他公司
Forestar Group Inc.的季度营收约是Doximity, Inc.的1.5倍（$273.0M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 5.6%，领先27.6%），Doximity, Inc.同比增速更快（9.8% vs 9.0%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -9.6%）
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。
福雷斯特集团是一家住宅地块开发企业，总部位于得克萨斯州阿灵顿，业务覆盖美国21个州的51个市场。截至2020年12月31日的12个月内，该公司交付了11518块住宅地块，目前在纽约证券交易所上市，自2002年起就是美国规模最大的住宅建筑商D.R. Horton的控股子公司。
DOCS vs FOR — 直观对比
营收规模更大
FOR
是对方的1.5倍
$185.1M
营收增速更快
DOCS
高出0.7%
9.0%
净利率更高
DOCS
高出27.6%
5.6%
两年增速更快
DOCS
近两年复合增速
-9.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $273.0M |
| 净利润 | $61.6M | $15.4M |
| 毛利率 | 89.9% | 20.1% |
| 营业利润率 | 38.9% | 7.6% |
| 净利率 | 33.3% | 5.6% |
| 营收同比 | 9.8% | 9.0% |
| 净利润同比 | -18.1% | -6.7% |
| 每股收益（稀释后） | $0.31 | $0.30 |
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DOCSFOR
| Q4 25 | $185.1M | $273.0M | ||
| Q3 25 | $168.5M | $670.5M | ||
| Q2 25 | $145.9M | $390.5M | ||
| Q1 25 | $138.3M | $351.0M | ||
| Q4 24 | $168.6M | $250.4M | ||
| Q3 24 | $136.8M | $551.3M | ||
| Q2 24 | $126.7M | $318.4M | ||
| Q1 24 | $118.1M | $333.8M |
净利润DOCSFOR
| Q4 25 | $61.6M | $15.4M | ||
| Q3 25 | $62.1M | $86.9M | ||
| Q2 25 | $53.3M | $32.9M | ||
| Q1 25 | $62.5M | $31.6M | ||
| Q4 24 | $75.2M | $16.5M | ||
| Q3 24 | $44.2M | $81.5M | ||
| Q2 24 | $41.4M | $38.7M | ||
| Q1 24 | $40.6M | $45.0M |
毛利率DOCSFOR
| Q4 25 | 89.9% | 20.1% | ||
| Q3 25 | 90.3% | 22.3% | ||
| Q2 25 | 89.2% | 20.4% | ||
| Q1 25 | 89.5% | 22.6% | ||
| Q4 24 | 91.6% | 22.0% | ||
| Q3 24 | 90.0% | 23.9% | ||
| Q2 24 | 89.3% | 22.5% | ||
| Q1 24 | 89.4% | 24.9% |
营业利润率DOCSFOR
| Q4 25 | 38.9% | 7.6% | ||
| Q3 25 | 37.8% | 16.9% | ||
| Q2 25 | 37.4% | 11.2% | ||
| Q1 25 | 35.2% | 11.6% | ||
| Q4 24 | 47.4% | 8.7% | ||
| Q3 24 | 38.8% | 19.7% | ||
| Q2 24 | 36.4% | 16.2% | ||
| Q1 24 | 35.5% | 17.6% |
净利率DOCSFOR
| Q4 25 | 33.3% | 5.6% | ||
| Q3 25 | 36.8% | 13.0% | ||
| Q2 25 | 36.5% | 8.4% | ||
| Q1 25 | 45.2% | 9.0% | ||
| Q4 24 | 44.6% | 6.6% | ||
| Q3 24 | 32.3% | 14.8% | ||
| Q2 24 | 32.7% | 12.2% | ||
| Q1 24 | 34.4% | 13.5% |
每股收益（稀释后）DOCSFOR
| Q4 25 | $0.31 | $0.30 | ||
| Q3 25 | $0.31 | $1.70 | ||
| Q2 25 | $0.27 | $0.65 | ||
| Q1 25 | $0.31 | $0.62 | ||
| Q4 24 | $0.37 | $0.32 | ||
| Q3 24 | $0.22 | $1.59 | ||
| Q2 24 | $0.21 | $0.76 | ||
| Q1 24 | $0.20 | $0.89 |
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 | $211.7M |
| 总债务越低越好 | — | $793.2M |
| 股东权益账面价值 | $979.3M | $1.8B |
| 总资产 | $1.2B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资DOCSFOR
| Q4 25 | $64.8M | $211.7M | ||
| Q3 25 | $169.2M | $379.2M | ||
| Q2 25 | $137.3M | $189.2M | ||
| Q1 25 | $209.6M | $174.3M | ||
| Q4 24 | $165.3M | $132.0M | ||
| Q3 24 | $184.2M | $481.2M | ||
| Q2 24 | $111.4M | $359.2M | ||
| Q1 24 | $96.8M | $416.2M |
总债务DOCSFOR
| Q4 25 | — | $793.2M | ||
| Q3 25 | — | $802.7M | ||
| Q2 25 | — | $872.8M | ||
| Q1 25 | — | $872.5M | ||
| Q4 24 | — | $806.8M | ||
| Q3 24 | — | $706.4M | ||
| Q2 24 | — | $706.1M | ||
| Q1 24 | — | $705.7M |
股东权益DOCSFOR
| Q4 25 | $979.3M | $1.8B | ||
| Q3 25 | $1.1B | $1.8B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.0B | $1.6B | ||
| Q3 24 | $961.2M | $1.6B | ||
| Q2 24 | $913.6M | $1.5B | ||
| Q1 24 | $901.4M | $1.5B |
总资产DOCSFOR
| Q4 25 | $1.2B | $3.2B | ||
| Q3 25 | $1.3B | $3.1B | ||
| Q2 25 | $1.2B | $3.1B | ||
| Q1 25 | $1.3B | $3.0B | ||
| Q4 24 | $1.2B | $3.0B | ||
| Q3 24 | $1.1B | $2.8B | ||
| Q2 24 | $1.1B | $2.7B | ||
| Q1 24 | $1.1B | $2.6B |
负债/权益比DOCSFOR
| Q4 25 | — | 0.44× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.52× | ||
| Q1 25 | — | 0.53× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.44× | ||
| Q2 24 | — | 0.47× | ||
| Q1 24 | — | 0.48× |
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 | $-157.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-157.1M |
| 自由现金流率自由现金流/营收 | — | -57.5% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 现金转化率经营现金流/净利润 | 0.99× | -10.19× |
| 过去12个月自由现金流最近4个季度 | — | $93.0M |
8季度趋势，按日历期对齐
经营现金流DOCSFOR
| Q4 25 | $60.9M | $-157.0M | ||
| Q3 25 | $93.9M | $256.3M | ||
| Q2 25 | $62.1M | $15.8M | ||
| Q1 25 | $98.5M | $-19.8M | ||
| Q4 24 | $65.2M | $-450.0M | ||
| Q3 24 | $68.3M | $119.2M | ||
| Q2 24 | $41.2M | $-61.7M | ||
| Q1 24 | $63.9M | $-59.2M |
自由现金流DOCSFOR
| Q4 25 | — | $-157.1M | ||
| Q3 25 | — | $255.6M | ||
| Q2 25 | — | $15.0M | ||
| Q1 25 | — | $-20.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $118.4M | ||
| Q2 24 | — | $-62.3M | ||
| Q1 24 | — | $-59.8M |
自由现金流率DOCSFOR
| Q4 25 | — | -57.5% | ||
| Q3 25 | — | 38.1% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | — | -5.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 21.5% | ||
| Q2 24 | — | -19.6% | ||
| Q1 24 | — | -17.9% |
资本支出强度DOCSFOR
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | 0.0% | 0.2% | ||
| Q4 24 | 0.0% | 0.0% | ||
| Q3 24 | 0.0% | 0.1% | ||
| Q2 24 | 0.0% | 0.2% | ||
| Q1 24 | 0.0% | 0.2% |
现金转化率DOCSFOR
| Q4 25 | 0.99× | -10.19× | ||
| Q3 25 | 1.51× | 2.95× | ||
| Q2 25 | 1.16× | 0.48× | ||
| Q1 25 | 1.58× | -0.63× | ||
| Q4 24 | 0.87× | -27.27× | ||
| Q3 24 | 1.55× | 1.46× | ||
| Q2 24 | 1.00× | -1.59× | ||
| Q1 24 | 1.57× | -1.32× |
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% |
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
