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Doximity, Inc.（DOCS）与丰田北美（MPAA）财务数据对比。点击上方公司名可切换其他公司
Doximity, Inc.的季度营收约是丰田北美的1.1倍（$185.1M vs $167.7M），Doximity, Inc.净利率更高（33.3% vs 1.1%，领先32.2%），Doximity, Inc.同比增速更快（9.8% vs -9.9%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -5.9%）
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。
丰田北美（TMNA）是丰田汽车旗下负责加拿大、墨西哥及美国全境业务的运营子公司，业务范围覆盖研发、生产制造、销售营销、售后及企业管理等板块，相关核心业务由TMNA统筹，部分板块由其他子公司及控股企业负责执行，公司总部位于得克萨斯州普莱诺，在肯塔基州乔治敦等多地设有分支机构。
DOCS vs MPAA — 直观对比
营收规模更大
DOCS
是对方的1.1倍
$167.7M
营收增速更快
DOCS
高出19.7%
-9.9%
净利率更高
DOCS
高出32.2%
1.1%
两年增速更快
DOCS
近两年复合增速
-5.9%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $167.7M |
| 净利润 | $61.6M | $1.8M |
| 毛利率 | 89.9% | 19.6% |
| 营业利润率 | 38.9% | 5.0% |
| 净利率 | 33.3% | 1.1% |
| 营收同比 | 9.8% | -9.9% |
| 净利润同比 | -18.1% | -22.4% |
| 每股收益（稀释后） | $0.31 | $0.09 |
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DOCSMPAA
| Q4 25 | $185.1M | $167.7M | ||
| Q3 25 | $168.5M | $221.5M | ||
| Q2 25 | $145.9M | $188.4M | ||
| Q1 25 | $138.3M | $193.1M | ||
| Q4 24 | $168.6M | $186.2M | ||
| Q3 24 | $136.8M | $208.2M | ||
| Q2 24 | $126.7M | $169.9M | ||
| Q1 24 | $118.1M | $189.5M |
净利润DOCSMPAA
| Q4 25 | $61.6M | $1.8M | ||
| Q3 25 | $62.1M | $-2.1M | ||
| Q2 25 | $53.3M | $3.0M | ||
| Q1 25 | $62.5M | $-722.0K | ||
| Q4 24 | $75.2M | $2.3M | ||
| Q3 24 | $44.2M | $-3.0M | ||
| Q2 24 | $41.4M | $-18.1M | ||
| Q1 24 | $40.6M | $1.3M |
毛利率DOCSMPAA
| Q4 25 | 89.9% | 19.6% | ||
| Q3 25 | 90.3% | 19.3% | ||
| Q2 25 | 89.2% | 18.0% | ||
| Q1 25 | 89.5% | 19.9% | ||
| Q4 24 | 91.6% | 24.1% | ||
| Q3 24 | 90.0% | 19.8% | ||
| Q2 24 | 89.3% | 17.2% | ||
| Q1 24 | 89.4% | 18.4% |
营业利润率DOCSMPAA
| Q4 25 | 38.9% | 5.0% | ||
| Q3 25 | 37.8% | 7.4% | ||
| Q2 25 | 37.4% | 10.7% | ||
| Q1 25 | 35.2% | 8.4% | ||
| Q4 24 | 47.4% | 9.4% | ||
| Q3 24 | 38.8% | 6.0% | ||
| Q2 24 | 36.4% | -3.8% | ||
| Q1 24 | 35.5% | 6.4% |
净利率DOCSMPAA
| Q4 25 | 33.3% | 1.1% | ||
| Q3 25 | 36.8% | -1.0% | ||
| Q2 25 | 36.5% | 1.6% | ||
| Q1 25 | 45.2% | -0.4% | ||
| Q4 24 | 44.6% | 1.2% | ||
| Q3 24 | 32.3% | -1.4% | ||
| Q2 24 | 32.7% | -10.6% | ||
| Q1 24 | 34.4% | 0.7% |
每股收益（稀释后）DOCSMPAA
| Q4 25 | $0.31 | $0.09 | ||
| Q3 25 | $0.31 | $-0.11 | ||
| Q2 25 | $0.27 | $0.15 | ||
| Q1 25 | $0.31 | $-0.03 | ||
| Q4 24 | $0.37 | $0.11 | ||
| Q3 24 | $0.22 | $-0.15 | ||
| Q2 24 | $0.21 | $-0.92 | ||
| Q1 24 | $0.20 | $0.06 |
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 | $19.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $258.5M |
| 总资产 | $1.2B | $991.3M |
| 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DOCSMPAA
| Q4 25 | $64.8M | $19.6M | ||
| Q3 25 | $169.2M | $17.7M | ||
| Q2 25 | $137.3M | $14.5M | ||
| Q1 25 | $209.6M | $11.3M | ||
| Q4 24 | $165.3M | $12.7M | ||
| Q3 24 | $184.2M | $12.3M | ||
| Q2 24 | $111.4M | $9.4M | ||
| Q1 24 | $96.8M | $15.8M |
股东权益DOCSMPAA
| Q4 25 | $979.3M | $258.5M | ||
| Q3 25 | $1.1B | $258.5M | ||
| Q2 25 | $1.0B | $260.1M | ||
| Q1 25 | $1.1B | $257.7M | ||
| Q4 24 | $1.0B | $262.7M | ||
| Q3 24 | $961.2M | $264.0M | ||
| Q2 24 | $913.6M | $267.2M | ||
| Q1 24 | $901.4M | $285.1M |
总资产DOCSMPAA
| Q4 25 | $1.2B | $991.3M | ||
| Q3 25 | $1.3B | $990.0M | ||
| Q2 25 | $1.2B | $973.4M | ||
| Q1 25 | $1.3B | $957.6M | ||
| Q4 24 | $1.2B | $949.5M | ||
| Q3 24 | $1.1B | $986.2M | ||
| Q2 24 | $1.1B | $978.0M | ||
| Q1 24 | $1.1B | $1.0B |
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 | $-8.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-8.6M |
| 自由现金流率自由现金流/营收 | — | -5.2% |
| 资本支出强度资本支出/营收 | — | 0.2% |
| 现金转化率经营现金流/净利润 | 0.99× | -4.63× |
| 过去12个月自由现金流最近4个季度 | — | $27.7M |
8季度趋势，按日历期对齐
经营现金流DOCSMPAA
| Q4 25 | $60.9M | $-8.2M | ||
| Q3 25 | $93.9M | $21.9M | ||
| Q2 25 | $62.1M | $10.0M | ||
| Q1 25 | $98.5M | $9.1M | ||
| Q4 24 | $65.2M | $34.4M | ||
| Q3 24 | $68.3M | $22.9M | ||
| Q2 24 | $41.2M | $-20.8M | ||
| Q1 24 | $63.9M | $-9.3M |
自由现金流DOCSMPAA
| Q4 25 | — | $-8.6M | ||
| Q3 25 | — | $20.8M | ||
| Q2 25 | — | $9.2M | ||
| Q1 25 | — | $6.2M | ||
| Q4 24 | — | $33.7M | ||
| Q3 24 | — | $22.3M | ||
| Q2 24 | — | $-21.3M | ||
| Q1 24 | — | $-9.8M |
自由现金流率DOCSMPAA
| Q4 25 | — | -5.2% | ||
| Q3 25 | — | 9.4% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 18.1% | ||
| Q3 24 | — | 10.7% | ||
| Q2 24 | — | -12.6% | ||
| Q1 24 | — | -5.2% |
资本支出强度DOCSMPAA
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | 0.0% | 1.5% | ||
| Q4 24 | 0.0% | 0.4% | ||
| Q3 24 | 0.0% | 0.3% | ||
| Q2 24 | 0.0% | 0.3% | ||
| Q1 24 | 0.0% | 0.3% |
现金转化率DOCSMPAA
| Q4 25 | 0.99× | -4.63× | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | 3.30× | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | 15.00× | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 1.57× | -6.93× |
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% |
MPAA
| Reportable Segment Aggregation Before Other Operating Segment | $156.3M | 93% |
| Other | $11.4M | 7% |
