vs
Doximity, Inc.（DOCS）与Kosmos Energy Ltd.（KOS）财务数据对比。点击上方公司名可切换其他公司
Kosmos Energy Ltd.的季度营收约是Doximity, Inc.的1.6倍（$294.6M vs $185.1M），Doximity, Inc.同比增速更快（9.8% vs -25.9%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -16.5%）
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。
科斯莫斯能源是一家美国上游石油企业，总部位于得克萨斯州达拉斯。公司目前在加纳、赤道几内亚近海以及墨西哥湾开展油气生产与开发业务，在毛里塔尼亚、塞内加尔近海拥有开发项目，还在纳米比亚、圣多美和普林西比、苏里南近海持有勘探许可。
DOCS vs KOS — 直观对比
营收规模更大
KOS
是对方的1.6倍
$185.1M
营收增速更快
DOCS
高出35.6%
-25.9%
两年增速更快
DOCS
近两年复合增速
-16.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $294.6M |
| 净利润 | $61.6M | — |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | -125.7% |
| 净利率 | 33.3% | — |
| 营收同比 | 9.8% | -25.9% |
| 净利润同比 | -18.1% | — |
| 每股收益（稀释后） | $0.31 | $-0.80 |
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DOCSKOS
| Q4 25 | $185.1M | $294.6M | ||
| Q3 25 | $168.5M | $311.0M | ||
| Q2 25 | $145.9M | $392.6M | ||
| Q1 25 | $138.3M | $290.1M | ||
| Q4 24 | $168.6M | $397.6M | ||
| Q3 24 | $136.8M | $407.8M | ||
| Q2 24 | $126.7M | $447.8M | ||
| Q1 24 | $118.1M | $422.3M |
净利润DOCSKOS
| Q4 25 | $61.6M | — | ||
| Q3 25 | $62.1M | $-124.3M | ||
| Q2 25 | $53.3M | $-87.7M | ||
| Q1 25 | $62.5M | $-110.6M | ||
| Q4 24 | $75.2M | — | ||
| Q3 24 | $44.2M | $45.0M | ||
| Q2 24 | $41.4M | $59.8M | ||
| Q1 24 | $40.6M | $91.7M |
毛利率DOCSKOS
| 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DOCSKOS
| Q4 25 | 38.9% | -125.7% | ||
| Q3 25 | 37.8% | -34.2% | ||
| Q2 25 | 37.4% | -16.2% | ||
| Q1 25 | 35.2% | -32.4% | ||
| Q4 24 | 47.4% | -8.5% | ||
| Q3 24 | 38.8% | 26.1% | ||
| Q2 24 | 36.4% | 30.2% | ||
| Q1 24 | 35.5% | 33.6% |
净利率DOCSKOS
| Q4 25 | 33.3% | — | ||
| Q3 25 | 36.8% | -40.0% | ||
| Q2 25 | 36.5% | -22.3% | ||
| Q1 25 | 45.2% | -38.1% | ||
| Q4 24 | 44.6% | — | ||
| Q3 24 | 32.3% | 11.0% | ||
| Q2 24 | 32.7% | 13.3% | ||
| Q1 24 | 34.4% | 21.7% |
每股收益（稀释后）DOCSKOS
| Q4 25 | $0.31 | $-0.80 | ||
| Q3 25 | $0.31 | $-0.26 | ||
| Q2 25 | $0.27 | $-0.18 | ||
| Q1 25 | $0.31 | $-0.23 | ||
| Q4 24 | $0.37 | $0.00 | ||
| Q3 24 | $0.22 | $0.09 | ||
| Q2 24 | $0.21 | $0.12 | ||
| Q1 24 | $0.20 | $0.19 |
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 | $91.5M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $979.3M | $528.6M |
| 总资产 | $1.2B | $4.7B |
| 负债/权益比越低杠杆越低 | — | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资DOCSKOS
| Q4 25 | $64.8M | $91.5M | ||
| Q3 25 | $169.2M | $64.0M | ||
| Q2 25 | $137.3M | $51.7M | ||
| Q1 25 | $209.6M | $49.8M | ||
| Q4 24 | $165.3M | $85.0M | ||
| Q3 24 | $184.2M | $51.6M | ||
| Q2 24 | $111.4M | $173.8M | ||
| Q1 24 | $96.8M | $254.3M |
总债务DOCSKOS
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DOCSKOS
| Q4 25 | $979.3M | $528.6M | ||
| Q3 25 | $1.1B | $898.8M | ||
| Q2 25 | $1.0B | $1.0B | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $961.2M | $1.2B | ||
| Q2 24 | $913.6M | $1.1B | ||
| Q1 24 | $901.4M | $1.1B |
总资产DOCSKOS
| Q4 25 | $1.2B | $4.7B | ||
| Q3 25 | $1.3B | $5.1B | ||
| Q2 25 | $1.2B | $5.2B | ||
| Q1 25 | $1.3B | $5.3B | ||
| Q4 24 | $1.2B | $5.3B | ||
| Q3 24 | $1.1B | $5.5B | ||
| Q2 24 | $1.1B | $5.4B | ||
| Q1 24 | $1.1B | $5.4B |
负债/权益比DOCSKOS
| Q4 25 | — | 5.78× | ||
| Q3 25 | — | 3.31× | ||
| Q2 25 | — | 2.80× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.29× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $35.3M |
| 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× | — |
| 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DOCSKOS
| Q4 25 | $60.9M | $35.3M | ||
| Q3 25 | $93.9M | $-27.6M | ||
| Q2 25 | $62.1M | $127.2M | ||
| Q1 25 | $98.5M | $-888.0K | ||
| Q4 24 | $65.2M | $175.7M | ||
| Q3 24 | $68.3M | $6.3M | ||
| Q2 24 | $41.2M | $223.7M | ||
| Q1 24 | $63.9M | $272.6M |
资本支出强度DOCSKOS
| 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DOCSKOS
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | 0.14× | ||
| Q2 24 | 1.00× | 3.74× | ||
| Q1 24 | 1.57× | 2.97× |
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% |
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
