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Doximity, Inc.（DOCS）与弗雷斯特研究公司（FORR）财务数据对比。点击上方公司名可切换其他公司
Doximity, Inc.的季度营收约是弗雷斯特研究公司的1.8倍（$185.1M vs $101.1M），Doximity, Inc.净利率更高（33.3% vs -33.5%，领先66.8%），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 0.5%）
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。
福雷斯特研究公司是一家全球领先的研究咨询机构，主营业务涵盖行业研究、管理咨询与行业峰会举办，客户群体包括全球大型企业、科技公司与消费领域领军企业，公司总部位于美国马萨诸塞州剑桥市。
DOCS vs FORR — 直观对比
营收规模更大
DOCS
是对方的1.8倍
$101.1M
营收增速更快
DOCS
高出16.2%
-6.5%
净利率更高
DOCS
高出66.8%
-33.5%
两年增速更快
DOCS
近两年复合增速
0.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $101.1M |
| 净利润 | $61.6M | $-33.9M |
| 毛利率 | 89.9% | 56.7% |
| 营业利润率 | 38.9% | -36.6% |
| 净利率 | 33.3% | -33.5% |
| 营收同比 | 9.8% | -6.5% |
| 净利润同比 | -18.1% | -7941.4% |
| 每股收益（稀释后） | $0.31 | $-1.75 |
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DOCSFORR
| Q4 25 | $185.1M | $101.1M | ||
| Q3 25 | $168.5M | $94.3M | ||
| Q2 25 | $145.9M | $111.7M | ||
| Q1 25 | $138.3M | $89.9M | ||
| Q4 24 | $168.6M | $108.0M | ||
| Q3 24 | $136.8M | $102.5M | ||
| Q2 24 | $126.7M | $121.8M | ||
| Q1 24 | $118.1M | $100.1M |
净利润DOCSFORR
| Q4 25 | $61.6M | $-33.9M | ||
| Q3 25 | $62.1M | $-2.1M | ||
| Q2 25 | $53.3M | $3.9M | ||
| Q1 25 | $62.5M | $-87.3M | ||
| Q4 24 | $75.2M | $432.0K | ||
| Q3 24 | $44.2M | $-5.8M | ||
| Q2 24 | $41.4M | $6.3M | ||
| Q1 24 | $40.6M | $-6.7M |
毛利率DOCSFORR
| Q4 25 | 89.9% | 56.7% | ||
| Q3 25 | 90.3% | 60.0% | ||
| Q2 25 | 89.2% | 55.5% | ||
| Q1 25 | 89.5% | 55.9% | ||
| Q4 24 | 91.6% | 58.8% | ||
| Q3 24 | 90.0% | 60.5% | ||
| Q2 24 | 89.3% | 57.3% | ||
| Q1 24 | 89.4% | 54.9% |
营业利润率DOCSFORR
| Q4 25 | 38.9% | -36.6% | ||
| Q3 25 | 37.8% | 4.7% | ||
| Q2 25 | 37.4% | 6.2% | ||
| Q1 25 | 35.2% | -97.5% | ||
| Q4 24 | 47.4% | -0.5% | ||
| Q3 24 | 38.8% | -0.7% | ||
| Q2 24 | 36.4% | 9.3% | ||
| Q1 24 | 35.5% | -9.3% |
净利率DOCSFORR
| Q4 25 | 33.3% | -33.5% | ||
| Q3 25 | 36.8% | -2.3% | ||
| Q2 25 | 36.5% | 3.5% | ||
| Q1 25 | 45.2% | -97.1% | ||
| Q4 24 | 44.6% | 0.4% | ||
| Q3 24 | 32.3% | -5.7% | ||
| Q2 24 | 32.7% | 5.2% | ||
| Q1 24 | 34.4% | -6.7% |
每股收益（稀释后）DOCSFORR
| Q4 25 | $0.31 | $-1.75 | ||
| Q3 25 | $0.31 | $-0.11 | ||
| Q2 25 | $0.27 | $0.20 | ||
| Q1 25 | $0.31 | $-4.62 | ||
| Q4 24 | $0.37 | $0.02 | ||
| Q3 24 | $0.22 | $-0.30 | ||
| Q2 24 | $0.21 | $0.33 | ||
| Q1 24 | $0.20 | $-0.35 |
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 | $63.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $126.5M |
| 总资产 | $1.2B | $404.0M |
| 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DOCSFORR
| Q4 25 | $64.8M | $63.3M | ||
| Q3 25 | $169.2M | $65.1M | ||
| Q2 25 | $137.3M | $67.8M | ||
| Q1 25 | $209.6M | $75.6M | ||
| Q4 24 | $165.3M | $56.1M | ||
| Q3 24 | $184.2M | $62.8M | ||
| Q2 24 | $111.4M | $58.9M | ||
| Q1 24 | $96.8M | $61.4M |
股东权益DOCSFORR
| Q4 25 | $979.3M | $126.5M | ||
| Q3 25 | $1.1B | $157.7M | ||
| Q2 25 | $1.0B | $159.5M | ||
| Q1 25 | $1.1B | $147.4M | ||
| Q4 24 | $1.0B | $229.5M | ||
| Q3 24 | $961.2M | $234.3M | ||
| Q2 24 | $913.6M | $237.1M | ||
| Q1 24 | $901.4M | $230.9M |
总资产DOCSFORR
| Q4 25 | $1.2B | $404.0M | ||
| Q3 25 | $1.3B | $414.2M | ||
| Q2 25 | $1.2B | $436.0M | ||
| Q1 25 | $1.3B | $439.8M | ||
| Q4 24 | $1.2B | $503.9M | ||
| Q3 24 | $1.1B | $505.3M | ||
| Q2 24 | $1.1B | $524.2M | ||
| Q1 24 | $1.1B | $555.7M |
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 | $-3.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-4.3M |
| 自由现金流率自由现金流/营收 | — | -4.2% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 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 | — | $18.1M |
8季度趋势，按日历期对齐
经营现金流DOCSFORR
| Q4 25 | $60.9M | $-3.2M | ||
| Q3 25 | $93.9M | $1.2M | ||
| Q2 25 | $62.1M | $-3.6M | ||
| Q1 25 | $98.5M | $26.7M | ||
| Q4 24 | $65.2M | $-1.8M | ||
| Q3 24 | $68.3M | $264.0K | ||
| Q2 24 | $41.2M | $-2.9M | ||
| Q1 24 | $63.9M | $611.0K |
自由现金流DOCSFORR
| Q4 25 | — | $-4.3M | ||
| Q3 25 | — | $524.0K | ||
| Q2 25 | — | $-4.2M | ||
| Q1 25 | — | $26.1M | ||
| Q4 24 | — | $-2.5M | ||
| Q3 24 | — | $-223.0K | ||
| Q2 24 | — | $-3.7M | ||
| Q1 24 | — | $-815.0K |
自由现金流率DOCSFORR
| Q4 25 | — | -4.2% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | -3.8% | ||
| Q1 25 | — | 29.0% | ||
| Q4 24 | — | -2.3% | ||
| Q3 24 | — | -0.2% | ||
| Q2 24 | — | -3.1% | ||
| Q1 24 | — | -0.8% |
资本支出强度DOCSFORR
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | 0.0% | 0.7% | ||
| Q4 24 | 0.0% | 0.6% | ||
| Q3 24 | 0.0% | 0.5% | ||
| Q2 24 | 0.0% | 0.7% | ||
| Q1 24 | 0.0% | 1.4% |
现金转化率DOCSFORR
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | -0.93× | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | -4.24× | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 1.00× | -0.46× | ||
| 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% |
FORR
| Research Segment | $82.2M | 81% |
| Consulting Segment | $16.2M | 16% |
| Billable Expenses | $1.5M | 2% |
| Professional Services | $1.4M | 1% |
