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Doximity, Inc.(DOCS)与Grand Canyon Education, Inc.(LOPE)财务数据对比。点击上方公司名可切换其他公司
Grand Canyon Education, Inc.的季度营收约是Doximity, Inc.的1.7倍($308.1M vs $185.1M),Doximity, Inc.净利率更高(33.3% vs 28.1%,领先5.1%),Doximity, Inc.同比增速更快(9.8% vs 5.3%),过去两年Doximity, Inc.的营收复合增速更高(25.2% vs 5.9%)
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。
大峡谷教育(Grand Canyon Education, Inc.)是美国的营利性上市企业,核心业务为高等院校提供课程开发、在线教育解决方案及运营支持服务。该公司最初与亚利桑那州的基督教院校大峡谷大学关联,2008年分拆为独立实体上市。
DOCS vs LOPE — 直观对比
营收规模更大
LOPE
是对方的1.7倍
$185.1M
营收增速更快
DOCS
高出4.4%
5.3%
净利率更高
DOCS
高出5.1%
28.1%
两年增速更快
DOCS
近两年复合增速
5.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $185.1M | $308.1M |
| 净利润 | $61.6M | $86.7M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | 35.1% |
| 净利率 | 33.3% | 28.1% |
| 营收同比 | 9.8% | 5.3% |
| 净利润同比 | -18.1% | 5.9% |
| 每股收益(稀释后) | $0.31 | $3.13 |
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
LOPE
| Q4 25 | $185.1M | $308.1M | ||
| Q3 25 | $168.5M | $261.1M | ||
| Q2 25 | $145.9M | $247.5M | ||
| Q1 25 | $138.3M | $289.3M | ||
| Q4 24 | $168.6M | $292.6M | ||
| Q3 24 | $136.8M | $238.3M | ||
| Q2 24 | $126.7M | $227.5M | ||
| Q1 24 | $118.1M | $274.7M |
净利润
DOCS
LOPE
| Q4 25 | $61.6M | $86.7M | ||
| Q3 25 | $62.1M | $16.3M | ||
| Q2 25 | $53.3M | $41.5M | ||
| Q1 25 | $62.5M | $71.6M | ||
| Q4 24 | $75.2M | $81.9M | ||
| Q3 24 | $44.2M | $41.5M | ||
| Q2 24 | $41.4M | $34.9M | ||
| Q1 24 | $40.6M | $68.0M |
毛利率
DOCS
LOPE
| 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
DOCS
LOPE
| Q4 25 | 38.9% | 35.1% | ||
| Q3 25 | 37.8% | 6.9% | ||
| Q2 25 | 37.4% | 20.9% | ||
| Q1 25 | 35.2% | 30.4% | ||
| Q4 24 | 47.4% | 34.2% | ||
| Q3 24 | 38.8% | 20.2% | ||
| Q2 24 | 36.4% | 18.8% | ||
| Q1 24 | 35.5% | 30.8% |
净利率
DOCS
LOPE
| Q4 25 | 33.3% | 28.1% | ||
| Q3 25 | 36.8% | 6.2% | ||
| Q2 25 | 36.5% | 16.8% | ||
| Q1 25 | 45.2% | 24.8% | ||
| Q4 24 | 44.6% | 28.0% | ||
| Q3 24 | 32.3% | 17.4% | ||
| Q2 24 | 32.7% | 15.3% | ||
| Q1 24 | 34.4% | 24.8% |
每股收益(稀释后)
DOCS
LOPE
| Q4 25 | $0.31 | $3.13 | ||
| Q3 25 | $0.31 | $0.58 | ||
| Q2 25 | $0.27 | $1.48 | ||
| Q1 25 | $0.31 | $2.52 | ||
| Q4 24 | $0.37 | $2.83 | ||
| Q3 24 | $0.22 | $1.42 | ||
| Q2 24 | $0.21 | $1.19 | ||
| Q1 24 | $0.20 | $2.29 |
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 | $111.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $746.9M |
| 总资产 | $1.2B | $992.3M |
| 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
LOPE
| Q4 25 | $64.8M | $111.8M | ||
| Q3 25 | $169.2M | $97.3M | ||
| Q2 25 | $137.3M | $192.3M | ||
| Q1 25 | $209.6M | $144.5M | ||
| Q4 24 | $165.3M | $324.6M | ||
| Q3 24 | $184.2M | $263.6M | ||
| Q2 24 | $111.4M | $241.3M | ||
| Q1 24 | $96.8M | $196.2M |
股东权益
DOCS
LOPE
| Q4 25 | $979.3M | $746.9M | ||
| Q3 25 | $1.1B | $758.0M | ||
| Q2 25 | $1.0B | $778.0M | ||
| Q1 25 | $1.1B | $780.7M | ||
| Q4 24 | $1.0B | $783.9M | ||
| Q3 24 | $961.2M | $764.1M | ||
| Q2 24 | $913.6M | $759.2M | ||
| Q1 24 | $901.4M | $759.4M |
总资产
DOCS
LOPE
| Q4 25 | $1.2B | $992.3M | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $1.2B | $1.0B | ||
| Q1 25 | $1.3B | $1.0B | ||
| Q4 24 | $1.2B | $1.0B | ||
| Q3 24 | $1.1B | $992.9M | ||
| Q2 24 | $1.1B | $992.7M | ||
| Q1 24 | $1.1B | $1.0B |
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 | $130.5M |
| 自由现金流经营现金流 - 资本支出 | — | $122.9M |
| 自由现金流率自由现金流/营收 | — | 39.9% |
| 资本支出强度资本支出/营收 | — | 2.5% |
| 现金转化率经营现金流/净利润 | 0.99× | 1.50× |
| 过去12个月自由现金流最近4个季度 | — | $238.6M |
8季度趋势,按日历期对齐
经营现金流
DOCS
LOPE
| Q4 25 | $60.9M | $130.5M | ||
| Q3 25 | $93.9M | $-48.6M | ||
| Q2 25 | $62.1M | $124.0M | ||
| Q1 25 | $98.5M | $67.6M | ||
| Q4 24 | $65.2M | $135.8M | ||
| Q3 24 | $68.3M | $-29.4M | ||
| Q2 24 | $41.2M | $98.6M | ||
| Q1 24 | $63.9M | $85.0M |
自由现金流
DOCS
LOPE
| Q4 25 | — | $122.9M | ||
| Q3 25 | — | $-58.3M | ||
| Q2 25 | — | $115.4M | ||
| Q1 25 | — | $58.7M | ||
| Q4 24 | — | $126.1M | ||
| Q3 24 | — | $-39.0M | ||
| Q2 24 | — | $89.6M | ||
| Q1 24 | — | $76.0M |
自由现金流率
DOCS
LOPE
| Q4 25 | — | 39.9% | ||
| Q3 25 | — | -22.3% | ||
| Q2 25 | — | 46.6% | ||
| Q1 25 | — | 20.3% | ||
| Q4 24 | — | 43.1% | ||
| Q3 24 | — | -16.3% | ||
| Q2 24 | — | 39.4% | ||
| Q1 24 | — | 27.7% |
资本支出强度
DOCS
LOPE
| Q4 25 | — | 2.5% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | 0.0% | 3.1% | ||
| Q4 24 | 0.0% | 3.3% | ||
| Q3 24 | 0.0% | 4.0% | ||
| Q2 24 | 0.0% | 3.9% | ||
| Q1 24 | 0.0% | 3.3% |
现金转化率
DOCS
LOPE
| Q4 25 | 0.99× | 1.50× | ||
| Q3 25 | 1.51× | -2.99× | ||
| Q2 25 | 1.16× | 2.98× | ||
| Q1 25 | 1.58× | 0.94× | ||
| Q4 24 | 0.87× | 1.66× | ||
| Q3 24 | 1.55× | -0.71× | ||
| Q2 24 | 1.00× | 2.83× | ||
| Q1 24 | 1.57× | 1.25× |
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% |
LOPE
暂无分部数据