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Doximity, Inc.（DOCS）与Live Oak Bancshares, Inc.（LOB）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Live Oak Bancshares, Inc.的1.3倍（$185.1M vs $145.5M），Doximity, Inc.净利率更高（33.3% vs 19.2%，领先14.1%），Live Oak Bancshares, Inc.同比增速更快（18.4% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 7.7%）
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。
Live Oak Bancshares, Inc.是一家美国金融控股公司，旗下子公司Live Oak Bank总部位于北卡罗来纳州威尔明顿，业务覆盖美国全部50个州，专注为小企业主提供金融服务，2022年按放贷金额计是美国SBA 7(a)贷款项目的头部放贷机构。
DOCS vs LOB — 直观对比
营收规模更大
DOCS
是对方的1.3倍
$145.5M
营收增速更快
LOB
高出8.6%
9.8%
净利率更高
DOCS
高出14.1%
19.2%
两年增速更快
DOCS
近两年复合增速
7.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $145.5M |
| 净利润 | $61.6M | $27.9M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | — |
| 净利率 | 33.3% | 19.2% |
| 营收同比 | 9.8% | 18.4% |
| 净利润同比 | -18.1% | 187.6% |
| 每股收益（稀释后） | $0.31 | $0.60 |
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DOCSLOB
| Q1 26 | — | $145.5M | ||
| Q4 25 | $185.1M | $161.9M | ||
| Q3 25 | $168.5M | $146.1M | ||
| Q2 25 | $145.9M | $143.7M | ||
| Q1 25 | $138.3M | $126.1M | ||
| Q4 24 | $168.6M | $116.9M | ||
| Q3 24 | $136.8M | $129.9M | ||
| Q2 24 | $126.7M | $125.5M |
净利润DOCSLOB
| Q1 26 | — | $27.9M | ||
| Q4 25 | $61.6M | $46.2M | ||
| Q3 25 | $62.1M | $26.5M | ||
| Q2 25 | $53.3M | $23.4M | ||
| Q1 25 | $62.5M | $9.7M | ||
| Q4 24 | $75.2M | $9.9M | ||
| Q3 24 | $44.2M | $13.0M | ||
| Q2 24 | $41.4M | $27.0M |
毛利率DOCSLOB
| Q1 26 | — | — | ||
| 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% | — |
营业利润率DOCSLOB
| Q1 26 | — | — | ||
| Q4 25 | 38.9% | 38.2% | ||
| Q3 25 | 37.8% | 25.0% | ||
| Q2 25 | 37.4% | 21.7% | ||
| Q1 25 | 35.2% | 10.4% | ||
| Q4 24 | 47.4% | 11.3% | ||
| Q3 24 | 38.8% | 13.7% | ||
| Q2 24 | 36.4% | 28.7% |
净利率DOCSLOB
| Q1 26 | — | 19.2% | ||
| Q4 25 | 33.3% | 28.5% | ||
| Q3 25 | 36.8% | 18.1% | ||
| Q2 25 | 36.5% | 16.3% | ||
| Q1 25 | 45.2% | 7.7% | ||
| Q4 24 | 44.6% | 8.5% | ||
| Q3 24 | 32.3% | 10.0% | ||
| Q2 24 | 32.7% | 21.5% |
每股收益（稀释后）DOCSLOB
| Q1 26 | — | $0.60 | ||
| Q4 25 | $0.31 | $0.96 | ||
| Q3 25 | $0.31 | $0.55 | ||
| Q2 25 | $0.27 | $0.51 | ||
| Q1 25 | $0.31 | $0.21 | ||
| Q4 24 | $0.37 | $0.22 | ||
| Q3 24 | $0.22 | $0.28 | ||
| Q2 24 | $0.21 | $0.59 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $1.3B |
| 总资产 | $1.2B | $15.3B |
| 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DOCSLOB
| Q1 26 | — | — | ||
| Q4 25 | $64.8M | — | ||
| Q3 25 | $169.2M | — | ||
| Q2 25 | $137.3M | — | ||
| Q1 25 | $209.6M | — | ||
| Q4 24 | $165.3M | — | ||
| Q3 24 | $184.2M | — | ||
| Q2 24 | $111.4M | — |
股东权益DOCSLOB
| Q1 26 | — | $1.3B | ||
| Q4 25 | $979.3M | $1.2B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.0B | $999.0M | ||
| Q3 24 | $961.2M | $1.0B | ||
| Q2 24 | $913.6M | $961.0M |
总资产DOCSLOB
| Q1 26 | — | $15.3B | ||
| Q4 25 | $1.2B | $15.1B | ||
| Q3 25 | $1.3B | $14.7B | ||
| Q2 25 | $1.2B | $13.8B | ||
| Q1 25 | $1.3B | $13.6B | ||
| Q4 24 | $1.2B | $12.9B | ||
| Q3 24 | $1.1B | $12.6B | ||
| Q2 24 | $1.1B | $11.9B |
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 | — |
| 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DOCSLOB
| Q1 26 | — | — | ||
| Q4 25 | $60.9M | $158.2M | ||
| Q3 25 | $93.9M | $62.3M | ||
| Q2 25 | $62.1M | $49.2M | ||
| Q1 25 | $98.5M | $-33.0M | ||
| Q4 24 | $65.2M | $156.8M | ||
| Q3 24 | $68.3M | $47.4M | ||
| Q2 24 | $41.2M | $29.5M |
自由现金流DOCSLOB
| Q1 26 | — | — | ||
| Q4 25 | — | $143.5M | ||
| Q3 25 | — | $60.6M | ||
| Q2 25 | — | $47.8M | ||
| Q1 25 | — | $-35.3M | ||
| Q4 24 | — | $107.5M | ||
| Q3 24 | — | $41.0M | ||
| Q2 24 | — | $12.3M |
自由现金流率DOCSLOB
| Q1 26 | — | — | ||
| Q4 25 | — | 88.6% | ||
| Q3 25 | — | 41.4% | ||
| Q2 25 | — | 33.3% | ||
| Q1 25 | — | -28.0% | ||
| Q4 24 | — | 91.9% | ||
| Q3 24 | — | 31.6% | ||
| Q2 24 | — | 9.8% |
资本支出强度DOCSLOB
| Q1 26 | — | — | ||
| Q4 25 | — | 9.1% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | 0.0% | 1.8% | ||
| Q4 24 | 0.0% | 42.2% | ||
| Q3 24 | 0.0% | 4.9% | ||
| Q2 24 | 0.0% | 13.7% |
现金转化率DOCSLOB
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | 3.42× | ||
| Q3 25 | 1.51× | 2.35× | ||
| Q2 25 | 1.16× | 2.10× | ||
| Q1 25 | 1.58× | -3.39× | ||
| Q4 24 | 0.87× | 15.84× | ||
| Q3 24 | 1.55× | 3.64× | ||
| Q2 24 | 1.00× | 1.10× |
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% |
LOB
暂无分部数据
