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Doximity, Inc.（DOCS）与Lovesac Co（LOVE）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Lovesac Co的1.2倍（$185.1M vs $150.2M），Doximity, Inc.净利率更高（33.3% vs -7.0%，领先40.3%），Doximity, Inc.同比增速更快（9.8% vs 0.2%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -22.6%）
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。
Lovesac是美国的家具零售商，主打拥有专利的Sactionals模块化沙发系统，该系统由可自由组合的座部、侧部模块，以及定制沙发套和相关配件组成。除模块化沙发外，品牌还销售采用独家发泡混合材料填充的袋式懒人座椅。
DOCS vs LOVE — 直观对比
营收规模更大
DOCS
是对方的1.2倍
$150.2M
营收增速更快
DOCS
高出9.6%
0.2%
净利率更高
DOCS
高出40.3%
-7.0%
两年增速更快
DOCS
近两年复合增速
-22.6%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $150.2M |
| 净利润 | $61.6M | $-10.6M |
| 毛利率 | 89.9% | 56.1% |
| 营业利润率 | 38.9% | -10.5% |
| 净利率 | 33.3% | -7.0% |
| 营收同比 | 9.8% | 0.2% |
| 净利润同比 | -18.1% | -114.0% |
| 每股收益（稀释后） | $0.31 | $-0.72 |
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DOCSLOVE
| Q4 25 | $185.1M | $150.2M | ||
| Q3 25 | $168.5M | $160.5M | ||
| Q2 25 | $145.9M | $138.4M | ||
| Q1 25 | $138.3M | $241.5M | ||
| Q4 24 | $168.6M | $149.9M | ||
| Q3 24 | $136.8M | $156.6M | ||
| Q2 24 | $126.7M | $132.6M | ||
| Q1 24 | $118.1M | $250.5M |
净利润DOCSLOVE
| Q4 25 | $61.6M | $-10.6M | ||
| Q3 25 | $62.1M | $-6.7M | ||
| Q2 25 | $53.3M | $-10.8M | ||
| Q1 25 | $62.5M | $35.3M | ||
| Q4 24 | $75.2M | $-4.9M | ||
| Q3 24 | $44.2M | $-5.9M | ||
| Q2 24 | $41.4M | $-13.0M | ||
| Q1 24 | $40.6M | $31.0M |
毛利率DOCSLOVE
| Q4 25 | 89.9% | 56.1% | ||
| Q3 25 | 90.3% | 56.4% | ||
| Q2 25 | 89.2% | 53.7% | ||
| Q1 25 | 89.5% | 60.4% | ||
| Q4 24 | 91.6% | 58.5% | ||
| Q3 24 | 90.0% | 59.0% | ||
| Q2 24 | 89.3% | 54.3% | ||
| Q1 24 | 89.4% | 59.7% |
营业利润率DOCSLOVE
| Q4 25 | 38.9% | -10.5% | ||
| Q3 25 | 37.8% | -5.5% | ||
| Q2 25 | 37.4% | -10.8% | ||
| Q1 25 | 35.2% | 19.7% | ||
| Q4 24 | 47.4% | -5.2% | ||
| Q3 24 | 38.8% | -5.3% | ||
| Q2 24 | 36.4% | -13.5% | ||
| Q1 24 | 35.5% | 16.1% |
净利率DOCSLOVE
| Q4 25 | 33.3% | -7.0% | ||
| Q3 25 | 36.8% | -4.1% | ||
| Q2 25 | 36.5% | -7.8% | ||
| Q1 25 | 45.2% | 14.6% | ||
| Q4 24 | 44.6% | -3.3% | ||
| Q3 24 | 32.3% | -3.7% | ||
| Q2 24 | 32.7% | -9.8% | ||
| Q1 24 | 34.4% | 12.4% |
每股收益（稀释后）DOCSLOVE
| Q4 25 | $0.31 | $-0.72 | ||
| Q3 25 | $0.31 | $-0.45 | ||
| Q2 25 | $0.27 | $-0.73 | ||
| Q1 25 | $0.31 | $2.22 | ||
| Q4 24 | $0.37 | $-0.32 | ||
| Q3 24 | $0.22 | $-0.38 | ||
| Q2 24 | $0.21 | $-0.83 | ||
| Q1 24 | $0.20 | $1.91 |
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 | $23.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $189.3M |
| 总资产 | $1.2B | $495.5M |
| 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DOCSLOVE
| Q4 25 | $64.8M | $23.7M | ||
| Q3 25 | $169.2M | $34.2M | ||
| Q2 25 | $137.3M | $26.9M | ||
| Q1 25 | $209.6M | $83.7M | ||
| Q4 24 | $165.3M | $61.7M | ||
| Q3 24 | $184.2M | $72.1M | ||
| Q2 24 | $111.4M | $72.4M | ||
| Q1 24 | $96.8M | $87.0M |
股东权益DOCSLOVE
| Q4 25 | $979.3M | $189.3M | ||
| Q3 25 | $1.1B | $197.5M | ||
| Q2 25 | $1.0B | $201.2M | ||
| Q1 25 | $1.1B | $216.4M | ||
| Q4 24 | $1.0B | $196.5M | ||
| Q3 24 | $961.2M | $202.1M | ||
| Q2 24 | $913.6M | $205.3M | ||
| Q1 24 | $901.4M | $217.5M |
总资产DOCSLOVE
| Q4 25 | $1.2B | $495.5M | ||
| Q3 25 | $1.3B | $493.7M | ||
| Q2 25 | $1.2B | $483.7M | ||
| Q1 25 | $1.3B | $532.3M | ||
| Q4 24 | $1.2B | $499.7M | ||
| Q3 24 | $1.1B | $481.1M | ||
| Q2 24 | $1.1B | $477.2M | ||
| Q1 24 | $1.1B | $482.2M |
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 | $-4.9M |
| 自由现金流经营现金流 - 资本支出 | — | $-10.2M |
| 自由现金流率自由现金流/营收 | — | -6.8% |
| 资本支出强度资本支出/营收 | — | 3.5% |
| 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 | — | $-13.6M |
8季度趋势，按日历期对齐
经营现金流DOCSLOVE
| Q4 25 | $60.9M | $-4.9M | ||
| Q3 25 | $93.9M | $12.2M | ||
| Q2 25 | $62.1M | $-41.4M | ||
| Q1 25 | $98.5M | $44.0M | ||
| Q4 24 | $65.2M | $-4.2M | ||
| Q3 24 | $68.3M | $6.2M | ||
| Q2 24 | $41.2M | $-7.0M | ||
| Q1 24 | $63.9M | $56.3M |
自由现金流DOCSLOVE
| Q4 25 | — | $-10.2M | ||
| Q3 25 | — | $7.8M | ||
| Q2 25 | — | $-50.0M | ||
| Q1 25 | — | $38.7M | ||
| Q4 24 | — | $-6.6M | ||
| Q3 24 | — | $119.0K | ||
| Q2 24 | — | $-14.3M | ||
| Q1 24 | — | $49.5M |
自由现金流率DOCSLOVE
| Q4 25 | — | -6.8% | ||
| Q3 25 | — | 4.9% | ||
| Q2 25 | — | -36.1% | ||
| Q1 25 | — | 16.0% | ||
| Q4 24 | — | -4.4% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | -10.8% | ||
| Q1 24 | — | 19.8% |
资本支出强度DOCSLOVE
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | 0.0% | 2.2% | ||
| Q4 24 | 0.0% | 1.6% | ||
| Q3 24 | 0.0% | 3.9% | ||
| Q2 24 | 0.0% | 5.5% | ||
| Q1 24 | 0.0% | 2.7% |
现金转化率DOCSLOVE
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | 1.25× | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 1.57× | 1.82× |
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% |
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
