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Doximity, Inc.（DOCS）与Guardant Health, Inc.（GH）财务数据对比。点击上方公司名可切换其他公司
Guardant Health, Inc.的季度营收约是Doximity, Inc.的1.5倍（$281.3M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs -45.7%，领先78.9%），Guardant Health, Inc.同比增速更快（39.4% vs 9.8%），过去两年Guardant Health, Inc.的营收复合增速更高（29.2% 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。
Guardant Health, Inc.是总部位于美国加利福尼亚州帕洛阿尔托的生物技术企业，由Helmy Eltoukhy与AmirAli Talasaz联合创立，目前二人共同出任公司首席执行官，统筹公司战略规划与日常运营管理工作。
DOCS vs GH — 直观对比
营收规模更大
GH
是对方的1.5倍
$185.1M
营收增速更快
GH
高出29.6%
9.8%
净利率更高
DOCS
高出78.9%
-45.7%
两年增速更快
GH
近两年复合增速
25.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $281.3M |
| 净利润 | $61.6M | $-128.5M |
| 毛利率 | 89.9% | 64.6% |
| 营业利润率 | 38.9% | -43.0% |
| 净利率 | 33.3% | -45.7% |
| 营收同比 | 9.8% | 39.4% |
| 净利润同比 | -18.1% | -15.8% |
| 每股收益（稀释后） | $0.31 | $-1.01 |
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DOCSGH
| Q4 25 | $185.1M | $281.3M | ||
| Q3 25 | $168.5M | $265.2M | ||
| Q2 25 | $145.9M | $232.1M | ||
| Q1 25 | $138.3M | $203.5M | ||
| Q4 24 | $168.6M | $201.8M | ||
| Q3 24 | $136.8M | $191.5M | ||
| Q2 24 | $126.7M | $177.2M | ||
| Q1 24 | $118.1M | $168.5M |
净利润DOCSGH
| Q4 25 | $61.6M | $-128.5M | ||
| Q3 25 | $62.1M | $-92.7M | ||
| Q2 25 | $53.3M | $-99.9M | ||
| Q1 25 | $62.5M | $-95.2M | ||
| Q4 24 | $75.2M | $-111.0M | ||
| Q3 24 | $44.2M | $-107.8M | ||
| Q2 24 | $41.4M | $-102.6M | ||
| Q1 24 | $40.6M | $-115.0M |
毛利率DOCSGH
| Q4 25 | 89.9% | 64.6% | ||
| Q3 25 | 90.3% | 64.7% | ||
| Q2 25 | 89.2% | 65.0% | ||
| Q1 25 | 89.5% | 63.3% | ||
| Q4 24 | 91.6% | 61.6% | ||
| Q3 24 | 90.0% | 61.1% | ||
| Q2 24 | 89.3% | 59.1% | ||
| Q1 24 | 89.4% | 61.2% |
营业利润率DOCSGH
| Q4 25 | 38.9% | -43.0% | ||
| Q3 25 | 37.8% | -37.3% | ||
| Q2 25 | 37.4% | -45.9% | ||
| Q1 25 | 35.2% | -54.6% | ||
| Q4 24 | 47.4% | -62.4% | ||
| Q3 24 | 38.8% | -61.3% | ||
| Q2 24 | 36.4% | -56.8% | ||
| Q1 24 | 35.5% | -59.2% |
净利率DOCSGH
| Q4 25 | 33.3% | -45.7% | ||
| Q3 25 | 36.8% | -35.0% | ||
| Q2 25 | 36.5% | -43.0% | ||
| Q1 25 | 45.2% | -46.8% | ||
| Q4 24 | 44.6% | -55.0% | ||
| Q3 24 | 32.3% | -56.3% | ||
| Q2 24 | 32.7% | -57.9% | ||
| Q1 24 | 34.4% | -68.2% |
每股收益（稀释后）DOCSGH
| Q4 25 | $0.31 | $-1.01 | ||
| Q3 25 | $0.31 | $-0.74 | ||
| Q2 25 | $0.27 | $-0.80 | ||
| Q1 25 | $0.31 | $-0.77 | ||
| Q4 24 | $0.37 | $-0.90 | ||
| Q3 24 | $0.22 | $-0.88 | ||
| Q2 24 | $0.21 | $-0.84 | ||
| Q1 24 | $0.20 | $-0.94 |
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 | $378.2M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $979.3M | $-99.3M |
| 总资产 | $1.2B | $2.0B |
| 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DOCSGH
| Q4 25 | $64.8M | $378.2M | ||
| Q3 25 | $169.2M | $580.0M | ||
| Q2 25 | $137.3M | $629.1M | ||
| Q1 25 | $209.6M | $698.6M | ||
| Q4 24 | $165.3M | $525.5M | ||
| Q3 24 | $184.2M | $585.0M | ||
| Q2 24 | $111.4M | $933.7M | ||
| Q1 24 | $96.8M | $1.0B |
总债务DOCSGH
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DOCSGH
| Q4 25 | $979.3M | $-99.3M | ||
| Q3 25 | $1.1B | $-354.5M | ||
| Q2 25 | $1.0B | $-305.5M | ||
| Q1 25 | $1.1B | $-250.8M | ||
| Q4 24 | $1.0B | $-139.6M | ||
| Q3 24 | $961.2M | $-60.1M | ||
| Q2 24 | $913.6M | $-1.6M | ||
| Q1 24 | $901.4M | $68.3M |
总资产DOCSGH
| Q4 25 | $1.2B | $2.0B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.2B | $1.5B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.1B | $1.6B | ||
| Q1 24 | $1.1B | $1.7B |
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 | $-26.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-54.2M |
| 自由现金流率自由现金流/营收 | — | -19.3% |
| 资本支出强度资本支出/营收 | — | 9.9% |
| 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 | — | $-233.1M |
8季度趋势，按日历期对齐
经营现金流DOCSGH
| Q4 25 | $60.9M | $-26.4M | ||
| Q3 25 | $93.9M | $-35.4M | ||
| Q2 25 | $62.1M | $-60.3M | ||
| Q1 25 | $98.5M | $-62.7M | ||
| Q4 24 | $65.2M | $-64.5M | ||
| Q3 24 | $68.3M | $-51.1M | ||
| Q2 24 | $41.2M | $-94.0M | ||
| Q1 24 | $63.9M | $-30.3M |
自由现金流DOCSGH
| Q4 25 | — | $-54.2M | ||
| Q3 25 | — | $-45.8M | ||
| Q2 25 | — | $-65.9M | ||
| Q1 25 | — | $-67.1M | ||
| Q4 24 | — | $-83.4M | ||
| Q3 24 | — | $-55.3M | ||
| Q2 24 | — | $-99.1M | ||
| Q1 24 | — | $-37.2M |
自由现金流率DOCSGH
| Q4 25 | — | -19.3% | ||
| Q3 25 | — | -17.3% | ||
| Q2 25 | — | -28.4% | ||
| Q1 25 | — | -33.0% | ||
| Q4 24 | — | -41.3% | ||
| Q3 24 | — | -28.9% | ||
| Q2 24 | — | -55.9% | ||
| Q1 24 | — | -22.1% |
资本支出强度DOCSGH
| Q4 25 | — | 9.9% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | 0.0% | 2.2% | ||
| Q4 24 | 0.0% | 9.4% | ||
| Q3 24 | 0.0% | 2.2% | ||
| Q2 24 | 0.0% | 2.9% | ||
| Q1 24 | 0.0% | 4.1% |
现金转化率DOCSGH
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | — | ||
| 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% |
GH
| Oncology | $189.9M | 68% |
| Biopharma Data | $54.0M | 19% |
| Screening | $35.1M | 12% |
| Licensing Other | $2.2M | 1% |
