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Doximity, Inc.（DOCS）与GREENLIGHT CAPITAL RE, LTD.（GLRE）财务数据对比。点击上方公司名可切换其他公司
GREENLIGHT CAPITAL RE, LTD.的季度营收约是Doximity, Inc.的1.1倍（$210.3M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 23.4%，领先9.8%），GREENLIGHT CAPITAL RE, LTD.同比增速更快（48.3% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 4.8%）
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。
绿光资本再保险有限公司关联的绿光资本是1996年由大卫·艾因霍恩创立的美国对冲基金，主要投资北美公开交易的企业债务产品与股票，因2008年雷曼兄弟破产前做空其股票、2012年1月在英国因内幕交易被罚1100万美元而受到市场关注，艾因霍恩至今仍担任该基金管理人。
DOCS vs GLRE — 直观对比
营收规模更大
GLRE
是对方的1.1倍
$185.1M
营收增速更快
GLRE
高出38.5%
9.8%
净利率更高
DOCS
高出9.8%
23.4%
两年增速更快
DOCS
近两年复合增速
4.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $210.3M |
| 净利润 | $61.6M | $49.3M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | — |
| 净利率 | 33.3% | 23.4% |
| 营收同比 | 9.8% | 48.3% |
| 净利润同比 | -18.1% | 279.7% |
| 每股收益（稀释后） | $0.31 | $1.43 |
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DOCSGLRE
| Q4 25 | $185.1M | $210.3M | ||
| Q3 25 | $168.5M | $146.1M | ||
| Q2 25 | $145.9M | $160.1M | ||
| Q1 25 | $138.3M | $213.3M | ||
| Q4 24 | $168.6M | $141.8M | ||
| Q3 24 | $136.8M | $188.0M | ||
| Q2 24 | $126.7M | $174.9M | ||
| Q1 24 | $118.1M | $191.3M |
净利润DOCSGLRE
| Q4 25 | $61.6M | $49.3M | ||
| Q3 25 | $62.1M | $-4.4M | ||
| Q2 25 | $53.3M | $329.0K | ||
| Q1 25 | $62.5M | $29.6M | ||
| Q4 24 | $75.2M | $-27.4M | ||
| Q3 24 | $44.2M | $35.2M | ||
| Q2 24 | $41.4M | $8.0M | ||
| Q1 24 | $40.6M | $27.0M |
毛利率DOCSGLRE
| Q4 25 | 89.9% | — | ||
| Q3 25 | 90.3% | — | ||
| Q2 25 | 89.2% | — | ||
| Q1 25 | 89.5% | — | ||
| Q4 24 | 91.6% | — | ||
| Q3 24 | 90.0% | — | ||
| Q2 24 | 89.3% | — | ||
| Q1 24 | 89.4% | — |
营业利润率DOCSGLRE
| Q4 25 | 38.9% | — | ||
| Q3 25 | 37.8% | — | ||
| Q2 25 | 37.4% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 47.4% | — | ||
| Q3 24 | 38.8% | — | ||
| Q2 24 | 36.4% | — | ||
| Q1 24 | 35.5% | — |
净利率DOCSGLRE
| Q4 25 | 33.3% | 23.4% | ||
| Q3 25 | 36.8% | -3.0% | ||
| Q2 25 | 36.5% | 0.2% | ||
| Q1 25 | 45.2% | 13.9% | ||
| Q4 24 | 44.6% | -19.3% | ||
| Q3 24 | 32.3% | 18.7% | ||
| Q2 24 | 32.7% | 4.6% | ||
| Q1 24 | 34.4% | 14.1% |
每股收益（稀释后）DOCSGLRE
| Q4 25 | $0.31 | $1.43 | ||
| Q3 25 | $0.31 | $-0.13 | ||
| Q2 25 | $0.27 | $0.01 | ||
| Q1 25 | $0.31 | $0.86 | ||
| Q4 24 | $0.37 | $-0.78 | ||
| Q3 24 | $0.22 | $1.01 | ||
| Q2 24 | $0.21 | $0.23 | ||
| Q1 24 | $0.20 | $0.78 |
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 | $111.8M |
| 总债务越低越好 | — | $4.7M |
| 股东权益账面价值 | $979.3M | $708.0M |
| 总资产 | $1.2B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资DOCSGLRE
| Q4 25 | $64.8M | $111.8M | ||
| Q3 25 | $169.2M | $68.8M | ||
| Q2 25 | $137.3M | $82.4M | ||
| Q1 25 | $209.6M | $47.5M | ||
| Q4 24 | $165.3M | $64.7M | ||
| Q3 24 | $184.2M | $54.6M | ||
| Q2 24 | $111.4M | $52.2M | ||
| Q1 24 | $96.8M | $61.6M |
总债务DOCSGLRE
| Q4 25 | — | $4.7M | ||
| Q3 25 | — | $34.7M | ||
| Q2 25 | — | $58.9M | ||
| Q1 25 | — | $59.8M | ||
| Q4 24 | — | $60.7M | ||
| Q3 24 | — | $62.6M | ||
| Q2 24 | — | $61.6M | ||
| Q1 24 | — | $72.5M |
股东权益DOCSGLRE
| Q4 25 | $979.3M | $708.0M | ||
| Q3 25 | $1.1B | $658.9M | ||
| Q2 25 | $1.0B | $663.3M | ||
| Q1 25 | $1.1B | $666.8M | ||
| Q4 24 | $1.0B | $635.9M | ||
| Q3 24 | $961.2M | $663.4M | ||
| Q2 24 | $913.6M | $634.0M | ||
| Q1 24 | $901.4M | $624.5M |
总资产DOCSGLRE
| Q4 25 | $1.2B | $2.2B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.2B | $2.2B | ||
| Q1 25 | $1.3B | $2.2B | ||
| Q4 24 | $1.2B | $2.0B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $1.1B | $1.9B | ||
| Q1 24 | $1.1B | $1.9B |
负债/权益比DOCSGLRE
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | 0.05× | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.09× | ||
| Q4 24 | — | 0.10× | ||
| Q3 24 | — | 0.09× | ||
| Q2 24 | — | 0.10× | ||
| Q1 24 | — | 0.12× |
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 | $100.2M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 0.99× | 2.03× |
| 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DOCSGLRE
| Q4 25 | $60.9M | $100.2M | ||
| Q3 25 | $93.9M | $31.2M | ||
| Q2 25 | $62.1M | $68.4M | ||
| Q1 25 | $98.5M | $10.4M | ||
| Q4 24 | $65.2M | $29.5M | ||
| Q3 24 | $68.3M | $41.3M | ||
| Q2 24 | $41.2M | $22.7M | ||
| Q1 24 | $63.9M | $18.0M |
资本支出强度DOCSGLRE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 0.0% | — |
现金转化率DOCSGLRE
| Q4 25 | 0.99× | 2.03× | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | 208.02× | ||
| Q1 25 | 1.58× | 0.35× | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | 1.17× | ||
| Q2 24 | 1.00× | 2.85× | ||
| Q1 24 | 1.57× | 0.66× |
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% |
GLRE
| Other | $124.7M | 59% |
| Innovations | $85.6M | 41% |
