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Doximity, Inc.（DOCS）与Lemonade, Inc.（LMND）财务数据对比。点击上方公司名可切换其他公司
Lemonade, Inc.的季度营收约是Doximity, Inc.的1.2倍（$228.1M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs -9.5%，领先42.8%），Lemonade, Inc.同比增速更快（53.3% vs 9.8%），过去两年Lemonade, Inc.的营收复合增速更高（38.4% 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。
Lemonade, Inc.是一家总部位于美国纽约的保险公司，在美国市场提供租客险、房屋险、车险、宠物险及定期寿险，在德国、荷兰推出财产及责任保险，法国市场提供租客险，当前拥有约290万用户，采用人工智能及聊天机器人替代人工处理理赔申请。
DOCS vs LMND — 直观对比
营收规模更大
LMND
是对方的1.2倍
$185.1M
营收增速更快
LMND
高出43.5%
9.8%
净利率更高
DOCS
高出42.8%
-9.5%
两年增速更快
LMND
近两年复合增速
25.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $228.1M |
| 净利润 | $61.6M | $-21.7M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | -9.0% |
| 净利率 | 33.3% | -9.5% |
| 营收同比 | 9.8% | 53.3% |
| 净利润同比 | -18.1% | 27.7% |
| 每股收益（稀释后） | $0.31 | $-0.27 |
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DOCSLMND
| Q4 25 | $185.1M | $228.1M | ||
| Q3 25 | $168.5M | $194.5M | ||
| Q2 25 | $145.9M | $164.1M | ||
| Q1 25 | $138.3M | $151.2M | ||
| Q4 24 | $168.6M | $148.8M | ||
| Q3 24 | $136.8M | $136.6M | ||
| Q2 24 | $126.7M | $122.0M | ||
| Q1 24 | $118.1M | $119.1M |
净利润DOCSLMND
| Q4 25 | $61.6M | $-21.7M | ||
| Q3 25 | $62.1M | $-37.5M | ||
| Q2 25 | $53.3M | $-43.9M | ||
| Q1 25 | $62.5M | $-62.4M | ||
| Q4 24 | $75.2M | $-30.0M | ||
| Q3 24 | $44.2M | $-67.7M | ||
| Q2 24 | $41.4M | $-57.2M | ||
| Q1 24 | $40.6M | $-47.3M |
毛利率DOCSLMND
| 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DOCSLMND
| Q4 25 | 38.9% | -9.0% | ||
| Q3 25 | 37.8% | -18.7% | ||
| Q2 25 | 37.4% | -26.0% | ||
| Q1 25 | 35.2% | -40.6% | ||
| Q4 24 | 47.4% | -25.4% | ||
| Q3 24 | 38.8% | -48.2% | ||
| Q2 24 | 36.4% | -45.2% | ||
| Q1 24 | 35.5% | -38.0% |
净利率DOCSLMND
| Q4 25 | 33.3% | -9.5% | ||
| Q3 25 | 36.8% | -19.3% | ||
| Q2 25 | 36.5% | -26.8% | ||
| Q1 25 | 45.2% | -41.3% | ||
| Q4 24 | 44.6% | -20.2% | ||
| Q3 24 | 32.3% | -49.6% | ||
| Q2 24 | 32.7% | -46.9% | ||
| Q1 24 | 34.4% | -39.7% |
每股收益（稀释后）DOCSLMND
| Q4 25 | $0.31 | $-0.27 | ||
| Q3 25 | $0.31 | $-0.51 | ||
| Q2 25 | $0.27 | $-0.60 | ||
| Q1 25 | $0.31 | $-0.86 | ||
| Q4 24 | $0.37 | $-0.42 | ||
| Q3 24 | $0.22 | $-0.95 | ||
| Q2 24 | $0.21 | $-0.81 | ||
| 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 | $399.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $533.6M |
| 总资产 | $1.2B | $1.9B |
| 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DOCSLMND
| Q4 25 | $64.8M | $399.1M | ||
| Q3 25 | $169.2M | $369.4M | ||
| Q2 25 | $137.3M | $398.8M | ||
| Q1 25 | $209.6M | $329.7M | ||
| Q4 24 | $165.3M | $403.5M | ||
| Q3 24 | $184.2M | $360.9M | ||
| Q2 24 | $111.4M | $387.2M | ||
| Q1 24 | $96.8M | $300.8M |
股东权益DOCSLMND
| Q4 25 | $979.3M | $533.6M | ||
| Q3 25 | $1.1B | $516.2M | ||
| Q2 25 | $1.0B | $527.1M | ||
| Q1 25 | $1.1B | $545.5M | ||
| Q4 24 | $1.0B | $593.4M | ||
| Q3 24 | $961.2M | $593.0M | ||
| Q2 24 | $913.6M | $635.2M | ||
| Q1 24 | $901.4M | $676.4M |
总资产DOCSLMND
| Q4 25 | $1.2B | $1.9B | ||
| Q3 25 | $1.3B | $1.9B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.3B | $1.9B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.1B | $1.7B | ||
| Q1 24 | $1.1B | $1.6B |
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 | $-16.5M |
| 自由现金流经营现金流 - 资本支出 | — | $-25.9M |
| 自由现金流率自由现金流/营收 | — | -11.4% |
| 资本支出强度资本支出/营收 | — | 4.1% |
| 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 | — | $-69.4M |
8季度趋势，按日历期对齐
经营现金流DOCSLMND
| Q4 25 | $60.9M | $-16.5M | ||
| Q3 25 | $93.9M | $4.5M | ||
| Q2 25 | $62.1M | $5.5M | ||
| Q1 25 | $98.5M | $-47.2M | ||
| Q4 24 | $65.2M | $-11.4M | ||
| Q3 24 | $68.3M | $16.3M | ||
| Q2 24 | $41.2M | $-11.7M | ||
| Q1 24 | $63.9M | $-29.8M |
自由现金流DOCSLMND
| Q4 25 | — | $-25.9M | ||
| Q3 25 | — | $2.6M | ||
| Q2 25 | — | $3.4M | ||
| Q1 25 | — | $-49.5M | ||
| Q4 24 | — | $-20.8M | ||
| Q3 24 | — | $14.1M | ||
| Q2 24 | — | $-13.2M | ||
| Q1 24 | — | $-32.3M |
自由现金流率DOCSLMND
| Q4 25 | — | -11.4% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | -32.7% | ||
| Q4 24 | — | -14.0% | ||
| Q3 24 | — | 10.3% | ||
| Q2 24 | — | -10.8% | ||
| Q1 24 | — | -27.1% |
资本支出强度DOCSLMND
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.3% | ||
| Q1 25 | 0.0% | 1.5% | ||
| Q4 24 | 0.0% | 6.3% | ||
| Q3 24 | 0.0% | 1.6% | ||
| Q2 24 | 0.0% | 1.2% | ||
| Q1 24 | 0.0% | 2.1% |
现金转化率DOCSLMND
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 1.57× | — |
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% |
LMND
暂无分部数据
