vs
Doximity, Inc.（DOCS）与Harmony Biosciences Holdings, Inc.（HRMY）财务数据对比。点击上方公司名可切换其他公司
Harmony Biosciences Holdings, Inc.的季度营收约是Doximity, Inc.的1.3倍（$243.8M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 9.2%，领先24.0%），Harmony Biosciences Holdings, Inc.同比增速更快（21.1% vs 9.8%），过去两年Harmony Biosciences Holdings, Inc.的营收复合增速更高（25.6% 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。
哈莫尼生物科学控股公司是一家处于商业化阶段的生物制药企业，专注于罕见神经及中枢神经系统疾病创新疗法的研发与商业化，核心产品针对发作性睡病等睡眠相关中枢神经系统病症，主要市场为美国。
DOCS vs HRMY — 直观对比
营收规模更大
HRMY
是对方的1.3倍
$185.1M
营收增速更快
HRMY
高出11.4%
9.8%
净利率更高
DOCS
高出24.0%
9.2%
两年增速更快
HRMY
近两年复合增速
25.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $243.8M |
| 净利润 | $61.6M | $22.5M |
| 毛利率 | 89.9% | 71.9% |
| 营业利润率 | 38.9% | 15.8% |
| 净利率 | 33.3% | 9.2% |
| 营收同比 | 9.8% | 21.1% |
| 净利润同比 | -18.1% | -54.6% |
| 每股收益（稀释后） | $0.31 | $0.38 |
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DOCSHRMY
| Q4 25 | $185.1M | $243.8M | ||
| Q3 25 | $168.5M | $239.5M | ||
| Q2 25 | $145.9M | $200.5M | ||
| Q1 25 | $138.3M | $184.7M | ||
| Q4 24 | $168.6M | $201.3M | ||
| Q3 24 | $136.8M | $186.0M | ||
| Q2 24 | $126.7M | $172.8M | ||
| Q1 24 | $118.1M | $154.6M |
净利润DOCSHRMY
| Q4 25 | $61.6M | $22.5M | ||
| Q3 25 | $62.1M | $50.9M | ||
| Q2 25 | $53.3M | $39.8M | ||
| Q1 25 | $62.5M | $45.6M | ||
| Q4 24 | $75.2M | $49.5M | ||
| Q3 24 | $44.2M | $46.1M | ||
| Q2 24 | $41.4M | $11.6M | ||
| Q1 24 | $40.6M | $38.3M |
毛利率DOCSHRMY
| Q4 25 | 89.9% | 71.9% | ||
| Q3 25 | 90.3% | 75.1% | ||
| Q2 25 | 89.2% | 81.0% | ||
| Q1 25 | 89.5% | 82.7% | ||
| Q4 24 | 91.6% | 73.0% | ||
| Q3 24 | 90.0% | 77.0% | ||
| Q2 24 | 89.3% | 81.4% | ||
| Q1 24 | 89.4% | 82.2% |
营业利润率DOCSHRMY
| Q4 25 | 38.9% | 15.8% | ||
| Q3 25 | 37.8% | 27.3% | ||
| Q2 25 | 37.4% | 24.0% | ||
| Q1 25 | 35.2% | 30.4% | ||
| Q4 24 | 47.4% | 27.7% | ||
| Q3 24 | 38.8% | 33.2% | ||
| Q2 24 | 36.4% | 12.4% | ||
| Q1 24 | 35.5% | 33.7% |
净利率DOCSHRMY
| Q4 25 | 33.3% | 9.2% | ||
| Q3 25 | 36.8% | 21.2% | ||
| Q2 25 | 36.5% | 19.8% | ||
| Q1 25 | 45.2% | 24.7% | ||
| Q4 24 | 44.6% | 24.6% | ||
| Q3 24 | 32.3% | 24.8% | ||
| Q2 24 | 32.7% | 6.7% | ||
| Q1 24 | 34.4% | 24.8% |
每股收益（稀释后）DOCSHRMY
| Q4 25 | $0.31 | $0.38 | ||
| Q3 25 | $0.31 | $0.87 | ||
| Q2 25 | $0.27 | $0.68 | ||
| Q1 25 | $0.31 | $0.78 | ||
| Q4 24 | $0.37 | $0.85 | ||
| Q3 24 | $0.22 | $0.79 | ||
| Q2 24 | $0.21 | $0.20 | ||
| Q1 24 | $0.20 | $0.67 |
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 | $775.3M |
| 总债务越低越好 | — | $163.7M |
| 股东权益账面价值 | $979.3M | $870.2M |
| 总资产 | $1.2B | $1.3B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资DOCSHRMY
| Q4 25 | $64.8M | $775.3M | ||
| Q3 25 | $169.2M | $672.6M | ||
| Q2 25 | $137.3M | $565.3M | ||
| Q1 25 | $209.6M | $507.0M | ||
| Q4 24 | $165.3M | $467.2M | ||
| Q3 24 | $184.2M | $410.5M | ||
| Q2 24 | $111.4M | $346.9M | ||
| Q1 24 | $96.8M | $372.4M |
总债务DOCSHRMY
| Q4 25 | — | $163.7M | ||
| Q3 25 | — | $168.5M | ||
| Q2 25 | — | $172.1M | ||
| Q1 25 | — | $175.7M | ||
| Q4 24 | — | $179.3M | ||
| Q3 24 | — | $182.8M | ||
| Q2 24 | — | $186.4M | ||
| Q1 24 | — | $190.0M |
股东权益DOCSHRMY
| Q4 25 | $979.3M | $870.2M | ||
| Q3 25 | $1.1B | $835.1M | ||
| Q2 25 | $1.0B | $773.1M | ||
| Q1 25 | $1.1B | $720.5M | ||
| Q4 24 | $1.0B | $659.2M | ||
| Q3 24 | $961.2M | $596.8M | ||
| Q2 24 | $913.6M | $538.6M | ||
| Q1 24 | $901.4M | $515.4M |
总资产DOCSHRMY
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.2B | $999.2M | ||
| Q3 24 | $1.1B | $928.1M | ||
| Q2 24 | $1.1B | $858.4M | ||
| Q1 24 | $1.1B | $847.0M |
负债/权益比DOCSHRMY
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | 0.31× | ||
| Q2 24 | — | 0.35× | ||
| Q1 24 | — | 0.37× |
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 | $126.2M |
| 自由现金流经营现金流 - 资本支出 | — | $126.0M |
| 自由现金流率自由现金流/营收 | — | 51.7% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 现金转化率经营现金流/净利润 | 0.99× | 5.61× |
| 过去12个月自由现金流最近4个季度 | — | $347.9M |
8季度趋势，按日历期对齐
经营现金流DOCSHRMY
| Q4 25 | $60.9M | $126.2M | ||
| Q3 25 | $93.9M | $108.7M | ||
| Q2 25 | $62.1M | $79.3M | ||
| Q1 25 | $98.5M | $34.0M | ||
| Q4 24 | $65.2M | $75.6M | ||
| Q3 24 | $68.3M | $70.5M | ||
| Q2 24 | $41.2M | $42.6M | ||
| Q1 24 | $63.9M | $31.1M |
自由现金流DOCSHRMY
| Q4 25 | — | $126.0M | ||
| Q3 25 | — | $108.7M | ||
| Q2 25 | — | $79.3M | ||
| Q1 25 | — | $33.9M | ||
| Q4 24 | — | $75.0M | ||
| Q3 24 | — | $70.5M | ||
| Q2 24 | — | $42.0M | ||
| Q1 24 | — | $31.1M |
自由现金流率DOCSHRMY
| Q4 25 | — | 51.7% | ||
| Q3 25 | — | 45.4% | ||
| Q2 25 | — | 39.6% | ||
| Q1 25 | — | 18.3% | ||
| Q4 24 | — | 37.3% | ||
| Q3 24 | — | 37.9% | ||
| Q2 24 | — | 24.3% | ||
| Q1 24 | — | 20.1% |
资本支出强度DOCSHRMY
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | 0.0% | 0.1% | ||
| Q4 24 | 0.0% | 0.3% | ||
| Q3 24 | 0.0% | 0.0% | ||
| Q2 24 | 0.0% | 0.4% | ||
| Q1 24 | 0.0% | 0.0% |
现金转化率DOCSHRMY
| Q4 25 | 0.99× | 5.61× | ||
| Q3 25 | 1.51× | 2.14× | ||
| Q2 25 | 1.16× | 1.99× | ||
| Q1 25 | 1.58× | 0.75× | ||
| Q4 24 | 0.87× | 1.53× | ||
| Q3 24 | 1.55× | 1.53× | ||
| Q2 24 | 1.00× | 3.68× | ||
| Q1 24 | 1.57× | 0.81× |
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% |
HRMY
暂无分部数据
