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Doximity, Inc.（DOCS）与MONRO, INC.（MNRO）财务数据对比。点击上方公司名可切换其他公司
MONRO, INC.的季度营收约是Doximity, Inc.的1.6倍（$293.4M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 3.8%，领先29.5%），Doximity, Inc.同比增速更快（9.8% vs -4.0%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -2.7%）
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。
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
DOCS vs MNRO — 直观对比
营收规模更大
MNRO
是对方的1.6倍
$185.1M
营收增速更快
DOCS
高出13.8%
-4.0%
净利率更高
DOCS
高出29.5%
3.8%
两年增速更快
DOCS
近两年复合增速
-2.7%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $293.4M |
| 净利润 | $61.6M | $11.1M |
| 毛利率 | 89.9% | 34.9% |
| 营业利润率 | 38.9% | 6.3% |
| 净利率 | 33.3% | 3.8% |
| 营收同比 | 9.8% | -4.0% |
| 净利润同比 | -18.1% | 143.1% |
| 每股收益（稀释后） | $0.31 | $0.35 |
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DOCSMNRO
| Q4 25 | $185.1M | $293.4M | ||
| Q3 25 | $168.5M | $288.9M | ||
| Q2 25 | $145.9M | $301.0M | ||
| Q1 25 | $138.3M | $295.0M | ||
| Q4 24 | $168.6M | $305.8M | ||
| Q3 24 | $136.8M | $301.4M | ||
| Q2 24 | $126.7M | $293.2M | ||
| Q1 24 | $118.1M | $310.1M |
净利润DOCSMNRO
| Q4 25 | $61.6M | $11.1M | ||
| Q3 25 | $62.1M | $5.7M | ||
| Q2 25 | $53.3M | $-8.1M | ||
| Q1 25 | $62.5M | $-21.3M | ||
| Q4 24 | $75.2M | $4.6M | ||
| Q3 24 | $44.2M | $5.6M | ||
| Q2 24 | $41.4M | $5.9M | ||
| Q1 24 | $40.6M | $3.7M |
毛利率DOCSMNRO
| Q4 25 | 89.9% | 34.9% | ||
| Q3 25 | 90.3% | 35.7% | ||
| Q2 25 | 89.2% | 35.5% | ||
| Q1 25 | 89.5% | 33.0% | ||
| Q4 24 | 91.6% | 34.3% | ||
| Q3 24 | 90.0% | 35.3% | ||
| Q2 24 | 89.3% | 37.2% | ||
| Q1 24 | 89.4% | 35.5% |
营业利润率DOCSMNRO
| Q4 25 | 38.9% | 6.3% | ||
| Q3 25 | 37.8% | 4.4% | ||
| Q2 25 | 37.4% | -2.0% | ||
| Q1 25 | 35.2% | -8.1% | ||
| Q4 24 | 47.4% | 3.3% | ||
| Q3 24 | 38.8% | 4.4% | ||
| Q2 24 | 36.4% | 4.5% | ||
| Q1 24 | 35.5% | 3.3% |
净利率DOCSMNRO
| Q4 25 | 33.3% | 3.8% | ||
| Q3 25 | 36.8% | 2.0% | ||
| Q2 25 | 36.5% | -2.7% | ||
| Q1 25 | 45.2% | -7.2% | ||
| Q4 24 | 44.6% | 1.5% | ||
| Q3 24 | 32.3% | 1.9% | ||
| Q2 24 | 32.7% | 2.0% | ||
| Q1 24 | 34.4% | 1.2% |
每股收益（稀释后）DOCSMNRO
| Q4 25 | $0.31 | $0.35 | ||
| Q3 25 | $0.31 | $0.18 | ||
| Q2 25 | $0.27 | $-0.28 | ||
| Q1 25 | $0.31 | $-0.74 | ||
| Q4 24 | $0.37 | $0.15 | ||
| Q3 24 | $0.22 | $0.18 | ||
| Q2 24 | $0.21 | $0.19 | ||
| Q1 24 | $0.20 | $0.12 |
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 | $4.9M |
| 总债务越低越好 | — | $45.0M |
| 股东权益账面价值 | $979.3M | $604.9M |
| 总资产 | $1.2B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资DOCSMNRO
| Q4 25 | $64.8M | $4.9M | ||
| Q3 25 | $169.2M | $10.5M | ||
| Q2 25 | $137.3M | $7.8M | ||
| Q1 25 | $209.6M | $20.8M | ||
| Q4 24 | $165.3M | $10.2M | ||
| Q3 24 | $184.2M | $20.9M | ||
| Q2 24 | $111.4M | $18.7M | ||
| Q1 24 | $96.8M | $6.6M |
总债务DOCSMNRO
| Q4 25 | — | $45.0M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $71.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | $59.3M | ||
| Q3 24 | — | $62.0M | ||
| Q2 24 | — | $112.0M | ||
| Q1 24 | — | $102.0M |
股东权益DOCSMNRO
| Q4 25 | $979.3M | $604.9M | ||
| Q3 25 | $1.1B | $601.7M | ||
| Q2 25 | $1.0B | $604.9M | ||
| Q1 25 | $1.1B | $620.8M | ||
| Q4 24 | $1.0B | $648.9M | ||
| Q3 24 | $961.2M | $651.9M | ||
| Q2 24 | $913.6M | $654.4M | ||
| Q1 24 | $901.4M | $656.8M |
总资产DOCSMNRO
| Q4 25 | $1.2B | $1.6B | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $1.2B | $1.6B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $1.1B | $1.7B | ||
| Q2 24 | $1.1B | $1.7B | ||
| Q1 24 | $1.1B | $1.7B |
负债/权益比DOCSMNRO
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.17× | ||
| Q1 24 | — | 0.16× |
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 | $17.8M |
| 自由现金流经营现金流 - 资本支出 | — | $9.1M |
| 自由现金流率自由现金流/营收 | — | 3.1% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 现金转化率经营现金流/净利润 | 0.99× | 1.60× |
| 过去12个月自由现金流最近4个季度 | — | $49.6M |
8季度趋势，按日历期对齐
经营现金流DOCSMNRO
| Q4 25 | $60.9M | $17.8M | ||
| Q3 25 | $93.9M | $32.3M | ||
| Q2 25 | $62.1M | $-1.9M | ||
| Q1 25 | $98.5M | $28.9M | ||
| Q4 24 | $65.2M | $14.8M | ||
| Q3 24 | $68.3M | $62.6M | ||
| Q2 24 | $41.2M | $25.6M | ||
| Q1 24 | $63.9M | $-5.3M |
自由现金流DOCSMNRO
| Q4 25 | — | $9.1M | ||
| Q3 25 | — | $26.6M | ||
| Q2 25 | — | $-9.3M | ||
| Q1 25 | — | $23.2M | ||
| Q4 24 | — | $7.9M | ||
| Q3 24 | — | $57.6M | ||
| Q2 24 | — | $16.8M | ||
| Q1 24 | — | $-11.9M |
自由现金流率DOCSMNRO
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | — | -3.1% | ||
| Q1 25 | — | 7.9% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 19.1% | ||
| Q2 24 | — | 5.7% | ||
| Q1 24 | — | -3.8% |
资本支出强度DOCSMNRO
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | 0.0% | 1.9% | ||
| Q4 24 | 0.0% | 2.2% | ||
| Q3 24 | 0.0% | 1.6% | ||
| Q2 24 | 0.0% | 3.0% | ||
| Q1 24 | 0.0% | 2.1% |
现金转化率DOCSMNRO
| Q4 25 | 0.99× | 1.60× | ||
| Q3 25 | 1.51× | 5.71× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | 3.23× | ||
| Q3 24 | 1.55× | 11.08× | ||
| Q2 24 | 1.00× | 4.37× | ||
| Q1 24 | 1.57× | -1.42× |
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% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
