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Doximity, Inc.（DOCS）与Heritage Insurance Holdings, Inc.（HRTG）财务数据对比。点击上方公司名可切换其他公司
Heritage Insurance Holdings, Inc.的季度营收约是Doximity, Inc.的1.2倍（$215.3M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 31.0%，领先2.3%），Doximity, Inc.同比增速更快（9.8% vs 2.4%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 6.1%）
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。
该公司是一家位于美国佛罗里达州的财产意外保险公司，在美国多个沿海州开展业务，主要为客户提供商业保险、住宅保险、房主保险以及洪水保险等各类财产意外保障产品。
DOCS vs HRTG — 直观对比
营收规模更大
HRTG
是对方的1.2倍
$185.1M
营收增速更快
DOCS
高出7.4%
2.4%
净利率更高
DOCS
高出2.3%
31.0%
两年增速更快
DOCS
近两年复合增速
6.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $215.3M |
| 净利润 | $61.6M | $66.7M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | 41.6% |
| 净利率 | 33.3% | 31.0% |
| 营收同比 | 9.8% | 2.4% |
| 净利润同比 | -18.1% | 228.6% |
| 每股收益（稀释后） | $0.31 | $2.15 |
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DOCSHRTG
| Q4 25 | $185.1M | $215.3M | ||
| Q3 25 | $168.5M | $212.5M | ||
| Q2 25 | $145.9M | $208.0M | ||
| Q1 25 | $138.3M | $211.5M | ||
| Q4 24 | $168.6M | $210.3M | ||
| Q3 24 | $136.8M | $211.8M | ||
| Q2 24 | $126.7M | $203.6M | ||
| Q1 24 | $118.1M | $191.3M |
净利润DOCSHRTG
| Q4 25 | $61.6M | $66.7M | ||
| Q3 25 | $62.1M | $50.4M | ||
| Q2 25 | $53.3M | $48.0M | ||
| Q1 25 | $62.5M | $30.5M | ||
| Q4 24 | $75.2M | $20.3M | ||
| Q3 24 | $44.2M | $8.2M | ||
| Q2 24 | $41.4M | $18.9M | ||
| Q1 24 | $40.6M | $14.2M |
毛利率DOCSHRTG
| 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DOCSHRTG
| Q4 25 | 38.9% | 41.6% | ||
| Q3 25 | 37.8% | 33.0% | ||
| Q2 25 | 37.4% | 31.2% | ||
| Q1 25 | 35.2% | 20.1% | ||
| Q4 24 | 47.4% | 15.0% | ||
| Q3 24 | 38.8% | 5.5% | ||
| Q2 24 | 36.4% | 13.6% | ||
| Q1 24 | 35.5% | 11.9% |
净利率DOCSHRTG
| Q4 25 | 33.3% | 31.0% | ||
| Q3 25 | 36.8% | 23.7% | ||
| Q2 25 | 36.5% | 23.1% | ||
| Q1 25 | 45.2% | 14.4% | ||
| Q4 24 | 44.6% | 9.7% | ||
| Q3 24 | 32.3% | 3.8% | ||
| Q2 24 | 32.7% | 9.3% | ||
| Q1 24 | 34.4% | 7.4% |
每股收益（稀释后）DOCSHRTG
| Q4 25 | $0.31 | $2.15 | ||
| Q3 25 | $0.31 | $1.63 | ||
| Q2 25 | $0.27 | $1.55 | ||
| Q1 25 | $0.31 | $0.99 | ||
| Q4 24 | $0.37 | $0.66 | ||
| Q3 24 | $0.22 | $0.27 | ||
| Q2 24 | $0.21 | $0.61 | ||
| Q1 24 | $0.20 | $0.47 |
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 | $559.3M |
| 总债务越低越好 | — | $78.4M |
| 股东权益账面价值 | $979.3M | $505.3M |
| 总资产 | $1.2B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.16× |
8季度趋势，按日历期对齐
现金及短期投资DOCSHRTG
| Q4 25 | $64.8M | $559.3M | ||
| Q3 25 | $169.2M | $560.4M | ||
| Q2 25 | $137.3M | $473.5M | ||
| Q1 25 | $209.6M | $425.9M | ||
| Q4 24 | $165.3M | $452.7M | ||
| Q3 24 | $184.2M | $509.9M | ||
| Q2 24 | $111.4M | $480.9M | ||
| Q1 24 | $96.8M | $386.1M |
总债务DOCSHRTG
| Q4 25 | — | $78.4M | ||
| Q3 25 | — | $79.3M | ||
| Q2 25 | — | $92.4M | ||
| Q1 25 | — | $94.8M | ||
| Q4 24 | — | $116.3M | ||
| Q3 24 | — | $118.6M | ||
| Q2 24 | — | $120.8M | ||
| Q1 24 | — | $123.0M |
股东权益DOCSHRTG
| Q4 25 | $979.3M | $505.3M | ||
| Q3 25 | $1.1B | $437.3M | ||
| Q2 25 | $1.0B | $383.3M | ||
| Q1 25 | $1.1B | $329.0M | ||
| Q4 24 | $1.0B | $290.8M | ||
| Q3 24 | $961.2M | $279.3M | ||
| Q2 24 | $913.6M | $255.3M | ||
| Q1 24 | $901.4M | $234.9M |
总资产DOCSHRTG
| Q4 25 | $1.2B | $2.2B | ||
| Q3 25 | $1.3B | $2.4B | ||
| Q2 25 | $1.2B | $2.5B | ||
| Q1 25 | $1.3B | $2.2B | ||
| Q4 24 | $1.2B | $2.5B | ||
| Q3 24 | $1.1B | $2.4B | ||
| Q2 24 | $1.1B | $2.6B | ||
| Q1 24 | $1.1B | $2.1B |
负债/权益比DOCSHRTG
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.18× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | — | 0.42× | ||
| Q2 24 | — | 0.47× | ||
| Q1 24 | — | 0.52× |
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 | $182.2M |
| 自由现金流经营现金流 - 资本支出 | — | $174.2M |
| 自由现金流率自由现金流/营收 | — | 80.9% |
| 资本支出强度资本支出/营收 | — | 3.7% |
| 现金转化率经营现金流/净利润 | 0.99× | 2.73× |
| 过去12个月自由现金流最近4个季度 | — | $337.4M |
8季度趋势，按日历期对齐
经营现金流DOCSHRTG
| Q4 25 | $60.9M | $182.2M | ||
| Q3 25 | $93.9M | $124.3M | ||
| Q2 25 | $62.1M | $43.3M | ||
| Q1 25 | $98.5M | $837.0K | ||
| Q4 24 | $65.2M | $87.1M | ||
| Q3 24 | $68.3M | $-13.4M | ||
| Q2 24 | $41.2M | $152.2M | ||
| Q1 24 | $63.9M | $4.3M |
自由现金流DOCSHRTG
| Q4 25 | — | $174.2M | ||
| Q3 25 | — | $122.7M | ||
| Q2 25 | — | $41.8M | ||
| Q1 25 | — | $-1.3M | ||
| Q4 24 | — | $78.9M | ||
| Q3 24 | — | $-16.3M | ||
| Q2 24 | — | $149.8M | ||
| Q1 24 | — | $4.1M |
自由现金流率DOCSHRTG
| Q4 25 | — | 80.9% | ||
| Q3 25 | — | 57.8% | ||
| Q2 25 | — | 20.1% | ||
| Q1 25 | — | -0.6% | ||
| Q4 24 | — | 37.5% | ||
| Q3 24 | — | -7.7% | ||
| Q2 24 | — | 73.6% | ||
| Q1 24 | — | 2.1% |
资本支出强度DOCSHRTG
| Q4 25 | — | 3.7% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | 0.0% | 1.0% | ||
| Q4 24 | 0.0% | 3.9% | ||
| Q3 24 | 0.0% | 1.4% | ||
| Q2 24 | 0.0% | 1.2% | ||
| Q1 24 | 0.0% | 0.1% |
现金转化率DOCSHRTG
| Q4 25 | 0.99× | 2.73× | ||
| Q3 25 | 1.51× | 2.47× | ||
| Q2 25 | 1.16× | 0.90× | ||
| Q1 25 | 1.58× | 0.03× | ||
| Q4 24 | 0.87× | 4.29× | ||
| Q3 24 | 1.55× | -1.64× | ||
| Q2 24 | 1.00× | 8.07× | ||
| Q1 24 | 1.57× | 0.30× |
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% |
HRTG
暂无分部数据
