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Doximity, Inc.（DOCS）与摩凡陀集团（MOV）财务数据对比。点击上方公司名可切换其他公司
摩凡陀集团的季度营收约是Doximity, Inc.的1.0倍（$186.1M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 5.1%，领先28.1%），Doximity, Inc.同比增速更快（9.8% vs 1.9%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 2.9%）
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。
摩凡陀集团是源自瑞士的美国奢侈钟表品牌，创始于1881年，品牌名取自世界语，原意为“律动”。摩凡陀腕表以12点钟位置标志性的金属圆点设计与极简风格著称，其中博物馆腕表更是品牌最广为人知的经典代表作。
DOCS vs MOV — 直观对比
营收规模更大
MOV
是对方的1.0倍
$185.1M
营收增速更快
DOCS
高出7.9%
1.9%
净利率更高
DOCS
高出28.1%
5.1%
两年增速更快
DOCS
近两年复合增速
2.9%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $186.1M |
| 净利润 | $61.6M | $9.6M |
| 毛利率 | 89.9% | 54.3% |
| 营业利润率 | 38.9% | 6.3% |
| 净利率 | 33.3% | 5.1% |
| 营收同比 | 9.8% | 1.9% |
| 净利润同比 | -18.1% | 89.8% |
| 每股收益（稀释后） | $0.31 | $0.42 |
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DOCSMOV
| Q4 25 | $185.1M | $186.1M | ||
| Q3 25 | $168.5M | $161.8M | ||
| Q2 25 | $145.9M | $131.8M | ||
| Q1 25 | $138.3M | $181.5M | ||
| Q4 24 | $168.6M | $180.5M | ||
| Q3 24 | $136.8M | $157.0M | ||
| Q2 24 | $126.7M | $134.4M | ||
| Q1 24 | $118.1M | $175.8M |
净利润DOCSMOV
| Q4 25 | $61.6M | $9.6M | ||
| Q3 25 | $62.1M | $3.0M | ||
| Q2 25 | $53.3M | $1.4M | ||
| Q1 25 | $62.5M | $8.1M | ||
| Q4 24 | $75.2M | $4.8M | ||
| Q3 24 | $44.2M | $3.5M | ||
| Q2 24 | $41.4M | $2.0M | ||
| Q1 24 | $40.6M | $9.8M |
毛利率DOCSMOV
| Q4 25 | 89.9% | 54.3% | ||
| Q3 25 | 90.3% | 54.1% | ||
| Q2 25 | 89.2% | 54.1% | ||
| Q1 25 | 89.5% | 54.2% | ||
| Q4 24 | 91.6% | 53.5% | ||
| Q3 24 | 90.0% | 54.3% | ||
| Q2 24 | 89.3% | 54.3% | ||
| Q1 24 | 89.4% | 53.5% |
营业利润率DOCSMOV
| Q4 25 | 38.9% | 6.3% | ||
| Q3 25 | 37.8% | 2.5% | ||
| Q2 25 | 37.4% | 0.2% | ||
| Q1 25 | 35.2% | 5.1% | ||
| Q4 24 | 47.4% | 3.3% | ||
| Q3 24 | 38.8% | 1.7% | ||
| Q2 24 | 36.4% | 1.6% | ||
| Q1 24 | 35.5% | 6.1% |
净利率DOCSMOV
| Q4 25 | 33.3% | 5.1% | ||
| Q3 25 | 36.8% | 1.8% | ||
| Q2 25 | 36.5% | 1.1% | ||
| Q1 25 | 45.2% | 4.4% | ||
| Q4 24 | 44.6% | 2.7% | ||
| Q3 24 | 32.3% | 2.2% | ||
| Q2 24 | 32.7% | 1.5% | ||
| Q1 24 | 34.4% | 5.6% |
每股收益（稀释后）DOCSMOV
| Q4 25 | $0.31 | $0.42 | ||
| Q3 25 | $0.31 | $0.13 | ||
| Q2 25 | $0.27 | $0.06 | ||
| Q1 25 | $0.31 | $0.36 | ||
| Q4 24 | $0.37 | $0.21 | ||
| Q3 24 | $0.22 | $0.15 | ||
| Q2 24 | $0.21 | $0.09 | ||
| Q1 24 | $0.20 | $0.44 |
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 | $183.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $497.5M |
| 总资产 | $1.2B | $751.9M |
| 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DOCSMOV
| Q4 25 | $64.8M | $183.9M | ||
| Q3 25 | $169.2M | $180.5M | ||
| Q2 25 | $137.3M | $203.1M | ||
| Q1 25 | $209.6M | $208.5M | ||
| Q4 24 | $165.3M | $181.5M | ||
| Q3 24 | $184.2M | $198.3M | ||
| Q2 24 | $111.4M | $225.4M | ||
| Q1 24 | $96.8M | $262.1M |
股东权益DOCSMOV
| Q4 25 | $979.3M | $497.5M | ||
| Q3 25 | $1.1B | $489.9M | ||
| Q2 25 | $1.0B | $493.2M | ||
| Q1 25 | $1.1B | $481.3M | ||
| Q4 24 | $1.0B | $491.3M | ||
| Q3 24 | $961.2M | $492.0M | ||
| Q2 24 | $913.6M | $489.6M | ||
| Q1 24 | $901.4M | $505.9M |
总资产DOCSMOV
| Q4 25 | $1.2B | $751.9M | ||
| Q3 25 | $1.3B | $748.7M | ||
| Q2 25 | $1.2B | $747.2M | ||
| Q1 25 | $1.3B | $729.2M | ||
| Q4 24 | $1.2B | $747.2M | ||
| Q3 24 | $1.1B | $742.5M | ||
| Q2 24 | $1.1B | $736.0M | ||
| Q1 24 | $1.1B | $756.5M |
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 | $12.3M |
| 自由现金流经营现金流 - 资本支出 | — | $11.6M |
| 自由现金流率自由现金流/营收 | — | 6.2% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 0.99× | 1.28× |
| 过去12个月自由现金流最近4个季度 | — | $35.3M |
8季度趋势，按日历期对齐
经营现金流DOCSMOV
| Q4 25 | $60.9M | $12.3M | ||
| Q3 25 | $93.9M | $-3.8M | ||
| Q2 25 | $62.1M | $-7.2M | ||
| Q1 25 | $98.5M | $39.1M | ||
| Q4 24 | $65.2M | $-4.7M | ||
| Q3 24 | $68.3M | $-17.8M | ||
| Q2 24 | $41.2M | $-18.1M | ||
| Q1 24 | $63.9M | $69.4M |
自由现金流DOCSMOV
| Q4 25 | — | $11.6M | ||
| Q3 25 | — | $-5.1M | ||
| Q2 25 | — | $-8.7M | ||
| Q1 25 | — | $37.5M | ||
| Q4 24 | — | $-7.2M | ||
| Q3 24 | — | $-20.1M | ||
| Q2 24 | — | $-19.7M | ||
| Q1 24 | — | $67.8M |
自由现金流率DOCSMOV
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | -3.1% | ||
| Q2 25 | — | -6.6% | ||
| Q1 25 | — | 20.7% | ||
| Q4 24 | — | -4.0% | ||
| Q3 24 | — | -12.8% | ||
| Q2 24 | — | -14.7% | ||
| Q1 24 | — | 38.6% |
资本支出强度DOCSMOV
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | 0.0% | 0.9% | ||
| Q4 24 | 0.0% | 1.4% | ||
| Q3 24 | 0.0% | 1.5% | ||
| Q2 24 | 0.0% | 1.2% | ||
| Q1 24 | 0.0% | 0.9% |
现金转化率DOCSMOV
| Q4 25 | 0.99× | 1.28× | ||
| Q3 25 | 1.51× | -1.27× | ||
| Q2 25 | 1.16× | -5.08× | ||
| Q1 25 | 1.58× | 4.86× | ||
| Q4 24 | 0.87× | -0.98× | ||
| Q3 24 | 1.55× | -5.14× | ||
| Q2 24 | 1.00× | -8.97× | ||
| Q1 24 | 1.57× | 7.06× |
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% |
MOV
| Other | $81.4M | 44% |
| Owned Brands Category | $46.0M | 25% |
| Sales Channel Directly To Consumer | $35.3M | 19% |
| Company Stores | $23.4M | 13% |
