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Doximity, Inc.（DOCS）与微策略（MSTR）财务数据对比。点击上方公司名可切换其他公司
Doximity, Inc.的季度营收约是微策略的1.5倍（$185.1M vs $123.0M），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 3.3%）
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。
Strategy Inc（原名为微策略）是1989年成立的美国上市企业，主营商业智能与移动软件业务，旗下产品可帮助企业分析内外部数据以支撑经营决策，还可用于移动应用开发，总部位于弗吉尼亚州泰森斯角，商业分析赛道核心竞品包括SAP等。
DOCS vs MSTR — 直观对比
营收规模更大
DOCS
是对方的1.5倍
$123.0M
营收增速更快
DOCS
高出7.9%
1.9%
两年增速更快
DOCS
近两年复合增速
3.3%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $123.0M |
| 净利润 | $61.6M | — |
| 毛利率 | 89.9% | 66.1% |
| 营业利润率 | 38.9% | — |
| 净利率 | 33.3% | — |
| 营收同比 | 9.8% | 1.9% |
| 净利润同比 | -18.1% | — |
| 每股收益（稀释后） | $0.31 | — |
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DOCSMSTR
| Q4 25 | $185.1M | $123.0M | ||
| Q3 25 | $168.5M | $128.7M | ||
| Q2 25 | $145.9M | $114.5M | ||
| Q1 25 | $138.3M | $111.1M | ||
| Q4 24 | $168.6M | $120.7M | ||
| Q3 24 | $136.8M | $116.1M | ||
| Q2 24 | $126.7M | $111.4M | ||
| Q1 24 | $118.1M | $115.2M |
净利润DOCSMSTR
| Q4 25 | $61.6M | — | ||
| Q3 25 | $62.1M | $2.8B | ||
| Q2 25 | $53.3M | $10.0B | ||
| Q1 25 | $62.5M | $-4.2B | ||
| Q4 24 | $75.2M | $-670.8M | ||
| Q3 24 | $44.2M | $-340.2M | ||
| Q2 24 | $41.4M | $-102.6M | ||
| Q1 24 | $40.6M | $-53.1M |
毛利率DOCSMSTR
| Q4 25 | 89.9% | 66.1% | ||
| Q3 25 | 90.3% | 70.5% | ||
| Q2 25 | 89.2% | 68.8% | ||
| Q1 25 | 89.5% | 69.4% | ||
| Q4 24 | 91.6% | 71.7% | ||
| Q3 24 | 90.0% | 70.4% | ||
| Q2 24 | 89.3% | 72.2% | ||
| Q1 24 | 89.4% | 74.0% |
营业利润率DOCSMSTR
| Q4 25 | 38.9% | — | ||
| Q3 25 | 37.8% | — | ||
| Q2 25 | 37.4% | — | ||
| Q1 25 | 35.2% | -5331.4% | ||
| Q4 24 | 47.4% | -842.1% | ||
| Q3 24 | 38.8% | -372.7% | ||
| Q2 24 | 36.4% | -179.7% | ||
| Q1 24 | 35.5% | -176.8% |
净利率DOCSMSTR
| Q4 25 | 33.3% | — | ||
| Q3 25 | 36.8% | 2164.1% | ||
| Q2 25 | 36.5% | 8752.7% | ||
| Q1 25 | 45.2% | -3797.2% | ||
| Q4 24 | 44.6% | -555.8% | ||
| Q3 24 | 32.3% | -293.1% | ||
| Q2 24 | 32.7% | -92.0% | ||
| Q1 24 | 34.4% | -46.1% |
每股收益（稀释后）DOCSMSTR
| Q4 25 | $0.31 | — | ||
| Q3 25 | $0.31 | $8.42 | ||
| Q2 25 | $0.27 | $32.60 | ||
| Q1 25 | $0.31 | $-16.49 | ||
| Q4 24 | $0.37 | $4.49 | ||
| Q3 24 | $0.22 | $-1.72 | ||
| Q2 24 | $0.21 | $-0.57 | ||
| Q1 24 | $0.20 | $-0.31 |
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 | $2.3B |
| 总债务越低越好 | — | $8.2B |
| 股东权益账面价值 | $979.3M | $44.1B |
| 总资产 | $1.2B | $61.6B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资DOCSMSTR
| Q4 25 | $64.8M | $2.3B | ||
| Q3 25 | $169.2M | $54.3M | ||
| Q2 25 | $137.3M | $50.1M | ||
| Q1 25 | $209.6M | $60.3M | ||
| Q4 24 | $165.3M | $38.1M | ||
| Q3 24 | $184.2M | $46.3M | ||
| Q2 24 | $111.4M | $66.9M | ||
| Q1 24 | $96.8M | $81.3M |
总债务DOCSMSTR
| Q4 25 | — | $8.2B | ||
| Q3 25 | — | $8.2B | ||
| Q2 25 | — | $8.2B | ||
| Q1 25 | — | $8.1B | ||
| Q4 24 | — | $7.2B | ||
| Q3 24 | — | $4.2B | ||
| Q2 24 | — | $3.8B | ||
| Q1 24 | — | $3.6B |
股东权益DOCSMSTR
| Q4 25 | $979.3M | $44.1B | ||
| Q3 25 | $1.1B | $52.3B | ||
| Q2 25 | $1.0B | $47.5B | ||
| Q1 25 | $1.1B | $32.2B | ||
| Q4 24 | $1.0B | $18.2B | ||
| Q3 24 | $961.2M | $3.8B | ||
| Q2 24 | $913.6M | $2.8B | ||
| Q1 24 | $901.4M | $2.4B |
总资产DOCSMSTR
| Q4 25 | $1.2B | $61.6B | ||
| Q3 25 | $1.3B | $73.6B | ||
| Q2 25 | $1.2B | $64.8B | ||
| Q1 25 | $1.3B | $43.9B | ||
| Q4 24 | $1.2B | $25.8B | ||
| Q3 24 | $1.1B | $8.3B | ||
| Q2 24 | $1.1B | $7.1B | ||
| Q1 24 | $1.1B | $6.4B |
负债/权益比DOCSMSTR
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.25× | ||
| Q4 24 | — | 0.39× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.36× | ||
| Q1 24 | — | 1.48× |
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 | — |
| 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DOCSMSTR
| Q4 25 | $60.9M | — | ||
| Q3 25 | $93.9M | $-8.3M | ||
| Q2 25 | $62.1M | $-34.9M | ||
| Q1 25 | $98.5M | $-2.4M | ||
| Q4 24 | $65.2M | $-17.3M | ||
| Q3 24 | $68.3M | $-41.0M | ||
| Q2 24 | $41.2M | $-23.3M | ||
| Q1 24 | $63.9M | $28.6M |
自由现金流DOCSMSTR
| Q4 25 | — | — | ||
| Q3 25 | — | $-11.1M | ||
| Q2 25 | — | $-37.0M | ||
| Q1 25 | — | $-5.1M | ||
| Q4 24 | — | $-17.6M | ||
| Q3 24 | — | $-41.4M | ||
| Q2 24 | — | $-24.1M | ||
| Q1 24 | — | $27.0M |
自由现金流率DOCSMSTR
| Q4 25 | — | — | ||
| Q3 25 | — | -8.6% | ||
| Q2 25 | — | -32.3% | ||
| Q1 25 | — | -4.6% | ||
| Q4 24 | — | -14.6% | ||
| Q3 24 | — | -35.7% | ||
| Q2 24 | — | -21.6% | ||
| Q1 24 | — | 23.5% |
资本支出强度DOCSMSTR
| Q4 25 | — | — | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | 0.0% | 2.5% | ||
| Q4 24 | 0.0% | 0.2% | ||
| Q3 24 | 0.0% | 0.4% | ||
| Q2 24 | 0.0% | 0.6% | ||
| Q1 24 | 0.0% | 1.3% |
现金转化率DOCSMSTR
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | -0.00× | ||
| Q2 25 | 1.16× | -0.00× | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 1.00× | — | ||
| 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% |
MSTR
暂无分部数据
