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Doximity, Inc.（DOCS）与GigaCloud Technology Inc（GCT）财务数据对比。点击上方公司名可切换其他公司
GigaCloud Technology Inc的季度营收约是Doximity, Inc.的1.8倍（$332.6M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 11.2%，领先22.1%），Doximity, Inc.同比增速更快（9.8% vs 9.7%），过去两年GigaCloud Technology Inc的营收复合增速更高（36.6% 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。
GigaCloud Technology Inc是一家美国电商企业，主打家具、家电、健身器材等体积较大、规格不统一商品的B2B交易，旗下拥有线上B2B交易平台，业务覆盖撮合交易、全程物流直至终端配送环节。公司总部位于加利福尼亚州埃尔蒙特，自2022年8月起在纳斯达克挂牌上市。
DOCS vs GCT — 直观对比
营收规模更大
GCT
是对方的1.8倍
$185.1M
营收增速更快
DOCS
高出0.1%
9.7%
净利率更高
DOCS
高出22.1%
11.2%
两年增速更快
GCT
近两年复合增速
25.2%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $332.6M |
| 净利润 | $61.6M | $37.2M |
| 毛利率 | 89.9% | 23.2% |
| 营业利润率 | 38.9% | 12.2% |
| 净利率 | 33.3% | 11.2% |
| 营收同比 | 9.8% | 9.7% |
| 净利润同比 | -18.1% | -8.6% |
| 每股收益（稀释后） | $0.31 | $0.99 |
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DOCSGCT
| Q4 25 | $185.1M | — | ||
| Q3 25 | $168.5M | $332.6M | ||
| Q2 25 | $145.9M | $322.6M | ||
| Q1 25 | $138.3M | $271.9M | ||
| Q4 24 | $168.6M | $295.8M | ||
| Q3 24 | $136.8M | $303.3M | ||
| Q2 24 | $126.7M | $310.9M | ||
| Q1 24 | $118.1M | $251.1M |
净利润DOCSGCT
| Q4 25 | $61.6M | — | ||
| Q3 25 | $62.1M | $37.2M | ||
| Q2 25 | $53.3M | $34.6M | ||
| Q1 25 | $62.5M | $27.1M | ||
| Q4 24 | $75.2M | $31.0M | ||
| Q3 24 | $44.2M | $40.7M | ||
| Q2 24 | $41.4M | $27.0M | ||
| Q1 24 | $40.6M | $27.2M |
毛利率DOCSGCT
| Q4 25 | 89.9% | — | ||
| Q3 25 | 90.3% | 23.2% | ||
| Q2 25 | 89.2% | 23.9% | ||
| Q1 25 | 89.5% | 23.4% | ||
| Q4 24 | 91.6% | 22.0% | ||
| Q3 24 | 90.0% | 25.5% | ||
| Q2 24 | 89.3% | 24.6% | ||
| Q1 24 | 89.4% | 26.5% |
营业利润率DOCSGCT
| Q4 25 | 38.9% | — | ||
| Q3 25 | 37.8% | 12.2% | ||
| Q2 25 | 37.4% | 11.1% | ||
| Q1 25 | 35.2% | 10.4% | ||
| Q4 24 | 47.4% | 9.3% | ||
| Q3 24 | 38.8% | 13.4% | ||
| Q2 24 | 36.4% | 8.8% | ||
| Q1 24 | 35.5% | 13.9% |
净利率DOCSGCT
| Q4 25 | 33.3% | — | ||
| Q3 25 | 36.8% | 11.2% | ||
| Q2 25 | 36.5% | 10.7% | ||
| Q1 25 | 45.2% | 10.0% | ||
| Q4 24 | 44.6% | 10.5% | ||
| Q3 24 | 32.3% | 13.4% | ||
| Q2 24 | 32.7% | 8.7% | ||
| Q1 24 | 34.4% | 10.8% |
每股收益（稀释后）DOCSGCT
| Q4 25 | $0.31 | — | ||
| Q3 25 | $0.31 | $0.99 | ||
| Q2 25 | $0.27 | $0.91 | ||
| Q1 25 | $0.31 | $0.68 | ||
| Q4 24 | $0.37 | $0.76 | ||
| Q3 24 | $0.22 | $0.98 | ||
| Q2 24 | $0.21 | $0.65 | ||
| Q1 24 | $0.20 | $0.66 |
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 | $365.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $457.3M |
| 总资产 | $1.2B | $1.1B |
| 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DOCSGCT
| Q4 25 | $64.8M | — | ||
| Q3 25 | $169.2M | $365.9M | ||
| Q2 25 | $137.3M | $303.0M | ||
| Q1 25 | $209.6M | $286.8M | ||
| Q4 24 | $165.3M | $302.4M | ||
| Q3 24 | $184.2M | $259.8M | ||
| Q2 24 | $111.4M | $207.8M | ||
| Q1 24 | $96.8M | $195.3M |
股东权益DOCSGCT
| Q4 25 | $979.3M | — | ||
| Q3 25 | $1.1B | $457.3M | ||
| Q2 25 | $1.0B | $431.4M | ||
| Q1 25 | $1.1B | $412.9M | ||
| Q4 24 | $1.0B | $405.2M | ||
| Q3 24 | $961.2M | $400.4M | ||
| Q2 24 | $913.6M | $358.4M | ||
| Q1 24 | $901.4M | $317.8M |
总资产DOCSGCT
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.1B | $977.6M |
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 | $78.3M |
| 自由现金流经营现金流 - 资本支出 | — | $77.1M |
| 自由现金流率自由现金流/营收 | — | 23.2% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 0.99× | 2.10× |
| 过去12个月自由现金流最近4个季度 | — | $188.1M |
8季度趋势，按日历期对齐
经营现金流DOCSGCT
| Q4 25 | $60.9M | — | ||
| Q3 25 | $93.9M | $78.3M | ||
| Q2 25 | $62.1M | $38.6M | ||
| Q1 25 | $98.5M | $9.4M | ||
| Q4 24 | $65.2M | $68.4M | ||
| Q3 24 | $68.3M | $55.2M | ||
| Q2 24 | $41.2M | $19.1M | ||
| Q1 24 | $63.9M | $15.3M |
自由现金流DOCSGCT
| Q4 25 | — | — | ||
| Q3 25 | — | $77.1M | ||
| Q2 25 | — | $37.0M | ||
| Q1 25 | — | $7.0M | ||
| Q4 24 | — | $66.9M | ||
| Q3 24 | — | $51.4M | ||
| Q2 24 | — | $12.9M | ||
| Q1 24 | — | $11.3M |
自由现金流率DOCSGCT
| Q4 25 | — | — | ||
| Q3 25 | — | 23.2% | ||
| Q2 25 | — | 11.5% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 22.6% | ||
| Q3 24 | — | 16.9% | ||
| Q2 24 | — | 4.2% | ||
| Q1 24 | — | 4.5% |
资本支出强度DOCSGCT
| Q4 25 | — | — | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | 0.0% | 0.9% | ||
| Q4 24 | 0.0% | 0.5% | ||
| Q3 24 | 0.0% | 1.3% | ||
| Q2 24 | 0.0% | 2.0% | ||
| Q1 24 | 0.0% | 1.6% |
现金转化率DOCSGCT
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | 2.10× | ||
| Q2 25 | 1.16× | 1.12× | ||
| Q1 25 | 1.58× | 0.35× | ||
| Q4 24 | 0.87× | 2.21× | ||
| Q3 24 | 1.55× | 1.36× | ||
| Q2 24 | 1.00× | 0.71× | ||
| Q1 24 | 1.57× | 0.56× |
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% |
GCT
| Services | $108.4M | 33% |
| Transferred Over Time | $89.8M | 27% |
| Product Sales To B | $50.1M | 15% |
| Last Mile Delivery Service | $49.2M | 15% |
| Warehousing Service | $14.2M | 4% |
| Ocean Transportation Service | $9.0M | 3% |
| Platform Commission | $4.9M | 1% |
| Drayage Service | $3.2M | 1% |
