vs
Doximity, Inc.（DOCS）与FRIEDMAN INDUSTRIES INC（FRD）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FRIEDMAN INDUSTRIES INC的1.1倍（$185.1M vs $168.0M），Doximity, Inc.净利率更高（33.3% vs 1.8%，领先31.5%），FRIEDMAN INDUSTRIES INC同比增速更快（78.6% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 13.3%）
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。
赫尔曼与弗里德曼（H&F）是一家美国私募股权公司，由沃伦·赫尔曼与塔利·弗里德曼于1984年创立，主要通过杠杆收购及成长资本开展投资业务，核心投资方向覆盖传媒、金融服务、专业服务与信息服务等多个领域。
DOCS vs FRD — 直观对比
营收规模更大
DOCS
是对方的1.1倍
$168.0M
营收增速更快
FRD
高出68.8%
9.8%
净利率更高
DOCS
高出31.5%
1.8%
两年增速更快
DOCS
近两年复合增速
13.3%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $168.0M |
| 净利润 | $61.6M | $3.0M |
| 毛利率 | 89.9% | 2.3% |
| 营业利润率 | 38.9% | 2.3% |
| 净利率 | 33.3% | 1.8% |
| 营收同比 | 9.8% | 78.6% |
| 净利润同比 | -18.1% | 364.1% |
| 每股收益（稀释后） | $0.31 | $0.43 |
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DOCSFRD
| Q4 25 | $185.1M | $168.0M | ||
| Q3 25 | $168.5M | $152.4M | ||
| Q2 25 | $145.9M | $134.8M | ||
| Q1 25 | $138.3M | — | ||
| Q4 24 | $168.6M | $94.1M | ||
| Q3 24 | $136.8M | $106.8M | ||
| Q2 24 | $126.7M | $114.6M | ||
| Q1 24 | $118.1M | — |
净利润DOCSFRD
| Q4 25 | $61.6M | $3.0M | ||
| Q3 25 | $62.1M | $2.2M | ||
| Q2 25 | $53.3M | $5.0M | ||
| Q1 25 | $62.5M | — | ||
| Q4 24 | $75.2M | $-1.2M | ||
| Q3 24 | $44.2M | $-675.0K | ||
| Q2 24 | $41.4M | $2.6M | ||
| Q1 24 | $40.6M | — |
毛利率DOCSFRD
| Q4 25 | 89.9% | 2.3% | ||
| Q3 25 | 90.3% | 1.9% | ||
| Q2 25 | 89.2% | 5.2% | ||
| Q1 25 | 89.5% | — | ||
| Q4 24 | 91.6% | — | ||
| Q3 24 | 90.0% | -0.2% | ||
| Q2 24 | 89.3% | -1.2% | ||
| Q1 24 | 89.4% | — |
营业利润率DOCSFRD
| Q4 25 | 38.9% | 2.3% | ||
| Q3 25 | 37.8% | 1.9% | ||
| Q2 25 | 37.4% | 5.2% | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 47.4% | -1.3% | ||
| Q3 24 | 38.8% | -0.2% | ||
| Q2 24 | 36.4% | -1.2% | ||
| Q1 24 | 35.5% | — |
净利率DOCSFRD
| Q4 25 | 33.3% | 1.8% | ||
| Q3 25 | 36.8% | 1.5% | ||
| Q2 25 | 36.5% | 3.7% | ||
| Q1 25 | 45.2% | — | ||
| Q4 24 | 44.6% | -1.2% | ||
| Q3 24 | 32.3% | -0.6% | ||
| Q2 24 | 32.7% | 2.2% | ||
| Q1 24 | 34.4% | — |
每股收益（稀释后）DOCSFRD
| Q4 25 | $0.31 | $0.43 | ||
| Q3 25 | $0.31 | $0.32 | ||
| Q2 25 | $0.27 | $0.71 | ||
| Q1 25 | $0.31 | — | ||
| Q4 24 | $0.37 | $-0.17 | ||
| Q3 24 | $0.22 | $-0.10 | ||
| Q2 24 | $0.21 | $0.37 | ||
| Q1 24 | $0.20 | — |
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 | $3.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $142.2M |
| 总资产 | $1.2B | $311.9M |
| 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DOCSFRD
| Q4 25 | $64.8M | $3.0M | ||
| Q3 25 | $169.2M | $4.6M | ||
| Q2 25 | $137.3M | $2.1M | ||
| Q1 25 | $209.6M | — | ||
| Q4 24 | $165.3M | $1.1M | ||
| Q3 24 | $184.2M | $2.5M | ||
| Q2 24 | $111.4M | $4.1M | ||
| Q1 24 | $96.8M | — |
股东权益DOCSFRD
| Q4 25 | $979.3M | $142.2M | ||
| Q3 25 | $1.1B | $139.3M | ||
| Q2 25 | $1.0B | $137.3M | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.0B | $127.3M | ||
| Q3 24 | $961.2M | $128.8M | ||
| Q2 24 | $913.6M | $129.7M | ||
| Q1 24 | $901.4M | — |
总资产DOCSFRD
| Q4 25 | $1.2B | $311.9M | ||
| Q3 25 | $1.3B | $311.3M | ||
| Q2 25 | $1.2B | $219.1M | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.2B | $210.3M | ||
| Q3 24 | $1.1B | $209.2M | ||
| Q2 24 | $1.1B | $222.8M | ||
| Q1 24 | $1.1B | — |
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 | $-4.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-6.3M |
| 自由现金流率自由现金流/营收 | — | -3.8% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | 0.99× | -1.56× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流DOCSFRD
| Q4 25 | $60.9M | $-4.7M | ||
| Q3 25 | $93.9M | $434.0K | ||
| Q2 25 | $62.1M | $15.5M | ||
| Q1 25 | $98.5M | — | ||
| Q4 24 | $65.2M | — | ||
| Q3 24 | $68.3M | — | ||
| Q2 24 | $41.2M | $-6.1M | ||
| Q1 24 | $63.9M | — |
自由现金流DOCSFRD
| Q4 25 | — | $-6.3M | ||
| Q3 25 | — | $-2.0M | ||
| Q2 25 | — | $13.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $-7.1M | ||
| Q1 24 | — | — |
自由现金流率DOCSFRD
| Q4 25 | — | -3.8% | ||
| Q3 25 | — | -1.3% | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -6.2% | ||
| Q1 24 | — | — |
资本支出强度DOCSFRD
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 1.3% | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | 0.9% | ||
| Q1 24 | 0.0% | — |
现金转化率DOCSFRD
| Q4 25 | 0.99× | -1.56× | ||
| Q3 25 | 1.51× | 0.19× | ||
| Q2 25 | 1.16× | 3.08× | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 1.00× | -2.36× | ||
| 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% |
FRD
| Prime Coil | $152.0M | 90% |
| Manufactured Pipe | $14.9M | 9% |
| Customer Owned | $1.1M | 1% |
