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Doximity, Inc.(DOCS)与IMAX(IMAX)财务数据对比。点击上方公司名可切换其他公司
Doximity, Inc.的季度营收约是IMAX的1.5倍($185.1M vs $125.2M),Doximity, Inc.净利率更高(33.3% vs 0.5%,领先32.8%),IMAX同比增速更快(35.1% vs 9.8%),过去两年IMAX的营收复合增速更高(25.8% 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。
IMAX公司是加拿大的影视放映技术企业,1967年创立于蒙特利尔,总部位于多伦多地区,在纽约、洛杉矶均设有业务点。核心业务包括IMAX摄影机与放映系统的设计制造,同时面向全球合作影院提供影片开发、制作、后期及发行服务,是沉浸式观影技术领域的领先企业。
DOCS vs IMAX — 直观对比
营收规模更大
DOCS
是对方的1.5倍
$125.2M
营收增速更快
IMAX
高出25.4%
9.8%
净利率更高
DOCS
高出32.8%
0.5%
两年增速更快
IMAX
近两年复合增速
25.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $185.1M | $125.2M |
| 净利润 | $61.6M | $637.0K |
| 毛利率 | 89.9% | 57.6% |
| 营业利润率 | 38.9% | 19.3% |
| 净利率 | 33.3% | 0.5% |
| 营收同比 | 9.8% | 35.1% |
| 净利润同比 | -18.1% | -88.0% |
| 每股收益(稀释后) | $0.31 | $0.02 |
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
DOCS
IMAX
| Q4 25 | $185.1M | $125.2M | ||
| Q3 25 | $168.5M | $106.7M | ||
| Q2 25 | $145.9M | $91.7M | ||
| Q1 25 | $138.3M | $86.7M | ||
| Q4 24 | $168.6M | $92.7M | ||
| Q3 24 | $136.8M | $91.5M | ||
| Q2 24 | $126.7M | $89.0M | ||
| Q1 24 | $118.1M | $79.1M |
净利润
DOCS
IMAX
| Q4 25 | $61.6M | $637.0K | ||
| Q3 25 | $62.1M | $20.7M | ||
| Q2 25 | $53.3M | $11.3M | ||
| Q1 25 | $62.5M | $2.3M | ||
| Q4 24 | $75.2M | $5.3M | ||
| Q3 24 | $44.2M | $13.9M | ||
| Q2 24 | $41.4M | $3.6M | ||
| Q1 24 | $40.6M | $3.3M |
毛利率
DOCS
IMAX
| Q4 25 | 89.9% | 57.6% | ||
| Q3 25 | 90.3% | 63.1% | ||
| Q2 25 | 89.2% | 58.5% | ||
| Q1 25 | 89.5% | 61.4% | ||
| Q4 24 | 91.6% | 52.2% | ||
| Q3 24 | 90.0% | 55.8% | ||
| Q2 24 | 89.3% | 49.4% | ||
| Q1 24 | 89.4% | 59.3% |
营业利润率
DOCS
IMAX
| Q4 25 | 38.9% | 19.3% | ||
| Q3 25 | 37.8% | 27.2% | ||
| Q2 25 | 37.4% | 15.6% | ||
| Q1 25 | 35.2% | 19.3% | ||
| Q4 24 | 47.4% | 10.3% | ||
| Q3 24 | 38.8% | 21.2% | ||
| Q2 24 | 36.4% | 3.2% | ||
| Q1 24 | 35.5% | 15.3% |
净利率
DOCS
IMAX
| Q4 25 | 33.3% | 0.5% | ||
| Q3 25 | 36.8% | 19.4% | ||
| Q2 25 | 36.5% | 12.3% | ||
| Q1 25 | 45.2% | 2.7% | ||
| Q4 24 | 44.6% | 5.7% | ||
| Q3 24 | 32.3% | 15.2% | ||
| Q2 24 | 32.7% | 4.0% | ||
| Q1 24 | 34.4% | 4.1% |
每股收益(稀释后)
DOCS
IMAX
| Q4 25 | $0.31 | $0.02 | ||
| Q3 25 | $0.31 | $0.37 | ||
| Q2 25 | $0.27 | $0.20 | ||
| Q1 25 | $0.31 | $0.04 | ||
| Q4 24 | $0.37 | $0.09 | ||
| Q3 24 | $0.22 | $0.26 | ||
| Q2 24 | $0.21 | $0.07 | ||
| Q1 24 | $0.20 | $0.06 |
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 | $151.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $337.9M |
| 总资产 | $1.2B | $894.0M |
| 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
DOCS
IMAX
| Q4 25 | $64.8M | $151.2M | ||
| Q3 25 | $169.2M | $143.1M | ||
| Q2 25 | $137.3M | $109.3M | ||
| Q1 25 | $209.6M | $97.1M | ||
| Q4 24 | $165.3M | $100.6M | ||
| Q3 24 | $184.2M | $104.5M | ||
| Q2 24 | $111.4M | $91.6M | ||
| Q1 24 | $96.8M | $81.0M |
股东权益
DOCS
IMAX
| Q4 25 | $979.3M | $337.9M | ||
| Q3 25 | $1.1B | $349.5M | ||
| Q2 25 | $1.0B | $320.4M | ||
| Q1 25 | $1.1B | $299.5M | ||
| Q4 24 | $1.0B | $299.5M | ||
| Q3 24 | $961.2M | $289.4M | ||
| Q2 24 | $913.6M | $267.2M | ||
| Q1 24 | $901.4M | $258.8M |
总资产
DOCS
IMAX
| Q4 25 | $1.2B | $894.0M | ||
| Q3 25 | $1.3B | $889.6M | ||
| Q2 25 | $1.2B | $868.6M | ||
| Q1 25 | $1.3B | $848.3M | ||
| Q4 24 | $1.2B | $830.4M | ||
| Q3 24 | $1.1B | $847.6M | ||
| Q2 24 | $1.1B | $827.4M | ||
| Q1 24 | $1.1B | $824.1M |
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 | $29.4M |
| 自由现金流经营现金流 - 资本支出 | — | $28.0M |
| 自由现金流率自由现金流/营收 | — | 22.3% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | 0.99× | 46.11× |
| 过去12个月自由现金流最近4个季度 | — | $118.9M |
8季度趋势,按日历期对齐
经营现金流
DOCS
IMAX
| Q4 25 | $60.9M | $29.4M | ||
| Q3 25 | $93.9M | $67.5M | ||
| Q2 25 | $62.1M | $23.2M | ||
| Q1 25 | $98.5M | $7.0M | ||
| Q4 24 | $65.2M | $11.5M | ||
| Q3 24 | $68.3M | $35.3M | ||
| Q2 24 | $41.2M | $35.0M | ||
| Q1 24 | $63.9M | $-11.0M |
自由现金流
DOCS
IMAX
| Q4 25 | — | $28.0M | ||
| Q3 25 | — | $64.8M | ||
| Q2 25 | — | $20.9M | ||
| Q1 25 | — | $5.3M | ||
| Q4 24 | — | $6.9M | ||
| Q3 24 | — | $34.2M | ||
| Q2 24 | — | $33.5M | ||
| Q1 24 | — | $-12.1M |
自由现金流率
DOCS
IMAX
| Q4 25 | — | 22.3% | ||
| Q3 25 | — | 60.7% | ||
| Q2 25 | — | 22.8% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 7.4% | ||
| Q3 24 | — | 37.3% | ||
| Q2 24 | — | 37.6% | ||
| Q1 24 | — | -15.3% |
资本支出强度
DOCS
IMAX
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | 0.0% | 1.9% | ||
| Q4 24 | 0.0% | 5.0% | ||
| Q3 24 | 0.0% | 1.2% | ||
| Q2 24 | 0.0% | 1.8% | ||
| Q1 24 | 0.0% | 1.4% |
现金转化率
DOCS
IMAX
| Q4 25 | 0.99× | 46.11× | ||
| Q3 25 | 1.51× | 3.27× | ||
| Q2 25 | 1.16× | 2.06× | ||
| Q1 25 | 1.58× | 2.99× | ||
| Q4 24 | 0.87× | 2.16× | ||
| Q3 24 | 1.55× | 2.54× | ||
| Q2 24 | 1.00× | 9.78× | ||
| Q1 24 | 1.57× | -3.35× |
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% |
IMAX
| Technology Sales | $46.6M | 37% |
| Image Enhancement And Maintenance Services | $38.1M | 30% |
| Joint Revenue Sharing Arrangement | $20.4M | 16% |
| Maintenance | $16.3M | 13% |
| Finance Income | $2.8M | 2% |
| Other Content Solutions | $1.6M | 1% |