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Doximity, Inc.（DOCS）与Mayville Engineering Company, Inc.（MEC）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Mayville Engineering Company, Inc.的1.4倍（$185.1M vs $134.3M），Doximity, Inc.净利率更高（33.3% vs -3.2%，领先36.5%），Mayville Engineering Company, Inc.同比增速更快（10.7% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -8.8%）
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。
Mayville Engineering Company（MEC）是总部位于美国的领先金属零部件、装配组件及定制工程解决方案供应商，主要服务农业、建筑、商用运输、国防、动力运动等领域的原始设备制造商客户，提供从原型开发到大规模量产的全流程服务。
DOCS vs MEC — 直观对比
营收规模更大
DOCS
是对方的1.4倍
$134.3M
营收增速更快
MEC
高出0.9%
9.8%
净利率更高
DOCS
高出36.5%
-3.2%
两年增速更快
DOCS
近两年复合增速
-8.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $134.3M |
| 净利润 | $61.6M | $-4.4M |
| 毛利率 | 89.9% | 6.8% |
| 营业利润率 | 38.9% | -4.1% |
| 净利率 | 33.3% | -3.2% |
| 营收同比 | 9.8% | 10.7% |
| 净利润同比 | -18.1% | -127.3% |
| 每股收益（稀释后） | $0.31 | $-0.22 |
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DOCSMEC
| Q4 25 | $185.1M | $134.3M | ||
| Q3 25 | $168.5M | $144.3M | ||
| Q2 25 | $145.9M | $132.3M | ||
| Q1 25 | $138.3M | $135.6M | ||
| Q4 24 | $168.6M | $121.3M | ||
| Q3 24 | $136.8M | $135.4M | ||
| Q2 24 | $126.7M | $163.6M | ||
| Q1 24 | $118.1M | $161.3M |
净利润DOCSMEC
| Q4 25 | $61.6M | $-4.4M | ||
| Q3 25 | $62.1M | $-2.7M | ||
| Q2 25 | $53.3M | $-1.1M | ||
| Q1 25 | $62.5M | $20.0K | ||
| Q4 24 | $75.2M | $16.0M | ||
| Q3 24 | $44.2M | $3.0M | ||
| Q2 24 | $41.4M | $3.8M | ||
| Q1 24 | $40.6M | $3.2M |
毛利率DOCSMEC
| Q4 25 | 89.9% | 6.8% | ||
| Q3 25 | 90.3% | 11.0% | ||
| Q2 25 | 89.2% | 10.3% | ||
| Q1 25 | 89.5% | 11.3% | ||
| Q4 24 | 91.6% | 8.9% | ||
| Q3 24 | 90.0% | 12.6% | ||
| Q2 24 | 89.3% | 13.6% | ||
| Q1 24 | 89.4% | 13.0% |
营业利润率DOCSMEC
| Q4 25 | 38.9% | -4.1% | ||
| Q3 25 | 37.8% | 0.0% | ||
| Q2 25 | 37.4% | 0.1% | ||
| Q1 25 | 35.2% | 1.2% | ||
| Q4 24 | 47.4% | 19.0% | ||
| Q3 24 | 38.8% | 4.2% | ||
| Q2 24 | 36.4% | 5.0% | ||
| Q1 24 | 35.5% | 4.7% |
净利率DOCSMEC
| Q4 25 | 33.3% | -3.2% | ||
| Q3 25 | 36.8% | -1.9% | ||
| Q2 25 | 36.5% | -0.8% | ||
| Q1 25 | 45.2% | 0.0% | ||
| Q4 24 | 44.6% | 13.2% | ||
| Q3 24 | 32.3% | 2.2% | ||
| Q2 24 | 32.7% | 2.3% | ||
| Q1 24 | 34.4% | 2.0% |
每股收益（稀释后）DOCSMEC
| Q4 25 | $0.31 | $-0.22 | ||
| Q3 25 | $0.31 | $-0.13 | ||
| Q2 25 | $0.27 | $-0.05 | ||
| Q1 25 | $0.31 | $0.00 | ||
| Q4 24 | $0.37 | $0.76 | ||
| Q3 24 | $0.22 | $0.14 | ||
| Q2 24 | $0.21 | $0.18 | ||
| Q1 24 | $0.20 | $0.16 |
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 | $1.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $240.7M |
| 总资产 | $1.2B | $563.6M |
| 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DOCSMEC
| Q4 25 | $64.8M | $1.5M | ||
| Q3 25 | $169.2M | $1.2M | ||
| Q2 25 | $137.3M | $206.0K | ||
| Q1 25 | $209.6M | $183.0K | ||
| Q4 24 | $165.3M | $206.0K | ||
| Q3 24 | $184.2M | $178.0K | ||
| Q2 24 | $111.4M | $314.0K | ||
| Q1 24 | $96.8M | $314.0K |
股东权益DOCSMEC
| Q4 25 | $979.3M | $240.7M | ||
| Q3 25 | $1.1B | $244.8M | ||
| Q2 25 | $1.0B | $246.8M | ||
| Q1 25 | $1.1B | $250.0M | ||
| Q4 24 | $1.0B | $251.8M | ||
| Q3 24 | $961.2M | $238.4M | ||
| Q2 24 | $913.6M | $238.1M | ||
| Q1 24 | $901.4M | $234.0M |
总资产DOCSMEC
| Q4 25 | $1.2B | $563.6M | ||
| Q3 25 | $1.3B | $585.6M | ||
| Q2 25 | $1.2B | $433.7M | ||
| Q1 25 | $1.3B | $447.7M | ||
| Q4 24 | $1.2B | $445.6M | ||
| Q3 24 | $1.1B | $466.0M | ||
| Q2 24 | $1.1B | $488.2M | ||
| Q1 24 | $1.1B | $499.9M |
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 | $13.4M |
| 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 | — | 7.6% |
| 资本支出强度资本支出/营收 | — | 2.4% |
| 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 | — | $26.9M |
8季度趋势，按日历期对齐
经营现金流DOCSMEC
| Q4 25 | $60.9M | $13.4M | ||
| Q3 25 | $93.9M | $1.9M | ||
| Q2 25 | $62.1M | $15.0M | ||
| Q1 25 | $98.5M | $8.3M | ||
| Q4 24 | $65.2M | $38.0M | ||
| Q3 24 | $68.3M | $17.9M | ||
| Q2 24 | $41.2M | $23.3M | ||
| Q1 24 | $63.9M | $10.6M |
自由现金流DOCSMEC
| Q4 25 | — | $10.2M | ||
| Q3 25 | — | $-1.1M | ||
| Q2 25 | — | $12.5M | ||
| Q1 25 | — | $5.4M | ||
| Q4 24 | — | $35.6M | ||
| Q3 24 | — | $15.1M | ||
| Q2 24 | — | $19.2M | ||
| Q1 24 | — | $7.8M |
自由现金流率DOCSMEC
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | -0.8% | ||
| Q2 25 | — | 9.5% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 29.4% | ||
| Q3 24 | — | 11.1% | ||
| Q2 24 | — | 11.7% | ||
| Q1 24 | — | 4.9% |
资本支出强度DOCSMEC
| Q4 25 | — | 2.4% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | 0.0% | 2.2% | ||
| Q4 24 | 0.0% | 1.9% | ||
| Q3 24 | 0.0% | 2.1% | ||
| Q2 24 | 0.0% | 2.5% | ||
| Q1 24 | 0.0% | 1.7% |
现金转化率DOCSMEC
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | 416.65× | ||
| Q4 24 | 0.87× | 2.38× | ||
| Q3 24 | 1.55× | 6.03× | ||
| Q2 24 | 1.00× | 6.15× | ||
| Q1 24 | 1.57× | 3.28× |
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% |
MEC
| Fabrication | $72.2M | 54% |
| Construction And Access | $19.2M | 14% |
| Tubes | $16.2M | 12% |
| Other Market | $11.9M | 9% |
| Agriculture | $7.7M | 6% |
| Military | $6.7M | 5% |
| Outdoor Sports | $1.7M | 1% |
