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Doximity, Inc.（DOCS）与MACERICH CO（MAC）财务数据对比。点击上方公司名可切换其他公司
MACERICH CO的季度营收约是Doximity, Inc.的1.4倍（$261.7M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs -7.2%，领先40.4%），Doximity, Inc.同比增速更快（9.8% vs -4.4%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 12.0%）
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。
Macerich是一家专注于购物中心投资的房地产投资信托基金，为美国第三大购物中心持有及运营商。截至2024年12月31日，公司共持有43处物业的权益，可租赁总面积达4300万平方英尺，公司名称由创始人Mace Siegel与Richard Cohen的名字组合而来。
DOCS vs MAC — 直观对比
营收规模更大
MAC
是对方的1.4倍
$185.1M
营收增速更快
DOCS
高出14.1%
-4.4%
净利率更高
DOCS
高出40.4%
-7.2%
两年增速更快
DOCS
近两年复合增速
12.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $261.7M |
| 净利润 | $61.6M | $-18.8M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | — |
| 净利率 | 33.3% | -7.2% |
| 营收同比 | 9.8% | -4.4% |
| 净利润同比 | -18.1% | 91.1% |
| 每股收益（稀释后） | $0.31 | $-0.08 |
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DOCSMAC
| Q4 25 | $185.1M | $261.7M | ||
| Q3 25 | $168.5M | $253.3M | ||
| Q2 25 | $145.9M | $249.8M | ||
| Q1 25 | $138.3M | $249.2M | ||
| Q4 24 | $168.6M | $273.7M | ||
| Q3 24 | $136.8M | $220.2M | ||
| Q2 24 | $126.7M | $215.5M | ||
| Q1 24 | $118.1M | $208.8M |
净利润DOCSMAC
| Q4 25 | $61.6M | $-18.8M | ||
| Q3 25 | $62.1M | $-87.4M | ||
| Q2 25 | $53.3M | $-40.9M | ||
| Q1 25 | $62.5M | $-50.1M | ||
| Q4 24 | $75.2M | $-211.2M | ||
| Q3 24 | $44.2M | $-108.2M | ||
| Q2 24 | $41.4M | $252.0M | ||
| Q1 24 | $40.6M | $-126.7M |
毛利率DOCSMAC
| 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DOCSMAC
| Q4 25 | 38.9% | — | ||
| Q3 25 | 37.8% | — | ||
| Q2 25 | 37.4% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 47.4% | — | ||
| Q3 24 | 38.8% | — | ||
| Q2 24 | 36.4% | — | ||
| Q1 24 | 35.5% | — |
净利率DOCSMAC
| Q4 25 | 33.3% | -7.2% | ||
| Q3 25 | 36.8% | -34.5% | ||
| Q2 25 | 36.5% | -16.4% | ||
| Q1 25 | 45.2% | -20.1% | ||
| Q4 24 | 44.6% | -77.2% | ||
| Q3 24 | 32.3% | -49.1% | ||
| Q2 24 | 32.7% | 116.9% | ||
| Q1 24 | 34.4% | -60.7% |
每股收益（稀释后）DOCSMAC
| Q4 25 | $0.31 | $-0.08 | ||
| Q3 25 | $0.31 | $-0.34 | ||
| Q2 25 | $0.27 | $-0.16 | ||
| Q1 25 | $0.31 | $-0.20 | ||
| Q4 24 | $0.37 | $-0.95 | ||
| Q3 24 | $0.22 | $-0.50 | ||
| Q2 24 | $0.21 | $1.16 | ||
| Q1 24 | $0.20 | $-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 | $280.2M |
| 总债务越低越好 | — | $5.1B |
| 股东权益账面价值 | $979.3M | $2.4B |
| 总资产 | $1.2B | $8.4B |
| 负债/权益比越低杠杆越低 | — | 2.07× |
8季度趋势，按日历期对齐
现金及短期投资DOCSMAC
| Q4 25 | $64.8M | $280.2M | ||
| Q3 25 | $169.2M | $290.2M | ||
| Q2 25 | $137.3M | $131.1M | ||
| Q1 25 | $209.6M | $253.2M | ||
| Q4 24 | $165.3M | $89.9M | ||
| Q3 24 | $184.2M | $116.5M | ||
| Q2 24 | $111.4M | $70.7M | ||
| Q1 24 | $96.8M | $120.1M |
总债务DOCSMAC
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | — | $5.2B | ||
| Q1 25 | — | $5.2B | ||
| Q4 24 | — | $4.9B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.4B | ||
| Q1 24 | — | $4.1B |
股东权益DOCSMAC
| Q4 25 | $979.3M | $2.4B | ||
| Q3 25 | $1.1B | $2.5B | ||
| Q2 25 | $1.0B | $2.6B | ||
| Q1 25 | $1.1B | $2.7B | ||
| Q4 24 | $1.0B | $2.8B | ||
| Q3 24 | $961.2M | $2.5B | ||
| Q2 24 | $913.6M | $2.5B | ||
| Q1 24 | $901.4M | $2.3B |
总资产DOCSMAC
| Q4 25 | $1.2B | $8.4B | ||
| Q3 25 | $1.3B | $8.4B | ||
| Q2 25 | $1.2B | $8.7B | ||
| Q1 25 | $1.3B | $8.7B | ||
| Q4 24 | $1.2B | $8.6B | ||
| Q3 24 | $1.1B | $7.6B | ||
| Q2 24 | $1.1B | $7.8B | ||
| Q1 24 | $1.1B | $7.4B |
负债/权益比DOCSMAC
| Q4 25 | — | 2.07× | ||
| Q3 25 | — | 2.02× | ||
| Q2 25 | — | 2.02× | ||
| Q1 25 | — | 1.96× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 1.73× | ||
| Q2 24 | — | 1.75× | ||
| Q1 24 | — | 1.79× |
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 | $50.2M |
| 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DOCSMAC
| Q4 25 | $60.9M | $50.2M | ||
| Q3 25 | $93.9M | $112.4M | ||
| Q2 25 | $62.1M | $70.5M | ||
| Q1 25 | $98.5M | $88.5M | ||
| Q4 24 | $65.2M | $54.9M | ||
| Q3 24 | $68.3M | $100.0M | ||
| Q2 24 | $41.2M | $67.4M | ||
| Q1 24 | $63.9M | $61.1M |
资本支出强度DOCSMAC
| 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DOCSMAC
| 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× | 0.27× | ||
| 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% |
MAC
暂无分部数据
