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Doximity, Inc.（DOCS）与微宏控股（MVST）财务数据对比。点击上方公司名可切换其他公司
Doximity, Inc.的季度营收约是微宏控股的1.9倍（$185.1M vs $96.4M），Doximity, Inc.净利率更高（33.3% vs 17.2%，领先16.1%），Doximity, Inc.同比增速更快（9.8% vs -15.0%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 8.9%）
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。
微宏控股是一家电池科技企业，总部位于美国得克萨斯州斯塔福德，在纳斯达克上市。公司主要面向商用电动汽车与并网储能系统，设计、研发并生产电池组件及电池系统，目前在美国、中国、德国均设有生产基地。
DOCS vs MVST — 直观对比
营收规模更大
DOCS
是对方的1.9倍
$96.4M
营收增速更快
DOCS
高出24.7%
-15.0%
净利率更高
DOCS
高出16.1%
17.2%
两年增速更快
DOCS
近两年复合增速
8.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $96.4M |
| 净利润 | $61.6M | $16.5M |
| 毛利率 | 89.9% | 1.0% |
| 营业利润率 | 38.9% | -42.7% |
| 净利率 | 33.3% | 17.2% |
| 营收同比 | 9.8% | -15.0% |
| 净利润同比 | -18.1% | 120.1% |
| 每股收益（稀释后） | $0.31 | $0.19 |
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DOCSMVST
| Q4 25 | $185.1M | $96.4M | ||
| Q3 25 | $168.5M | $123.3M | ||
| Q2 25 | $145.9M | $91.3M | ||
| Q1 25 | $138.3M | $116.5M | ||
| Q4 24 | $168.6M | $113.4M | ||
| Q3 24 | $136.8M | $101.4M | ||
| Q2 24 | $126.7M | $83.7M | ||
| Q1 24 | $118.1M | $81.4M |
净利润DOCSMVST
| Q4 25 | $61.6M | $16.5M | ||
| Q3 25 | $62.1M | $-1.5M | ||
| Q2 25 | $53.3M | $-106.1M | ||
| Q1 25 | $62.5M | $61.8M | ||
| Q4 24 | $75.2M | $-82.3M | ||
| Q3 24 | $44.2M | $13.2M | ||
| Q2 24 | $41.4M | $-101.6M | ||
| Q1 24 | $40.6M | $-24.8M |
毛利率DOCSMVST
| Q4 25 | 89.9% | 1.0% | ||
| Q3 25 | 90.3% | 37.6% | ||
| Q2 25 | 89.2% | 34.7% | ||
| Q1 25 | 89.5% | 36.9% | ||
| Q4 24 | 91.6% | 36.6% | ||
| Q3 24 | 90.0% | 33.2% | ||
| Q2 24 | 89.3% | 32.5% | ||
| Q1 24 | 89.4% | 21.2% |
营业利润率DOCSMVST
| Q4 25 | 38.9% | -42.7% | ||
| Q3 25 | 37.8% | 10.5% | ||
| Q2 25 | 37.4% | 17.8% | ||
| Q1 25 | 35.2% | 16.3% | ||
| Q4 24 | 47.4% | -1.2% | ||
| Q3 24 | 38.8% | 7.1% | ||
| Q2 24 | 36.4% | -118.0% | ||
| Q1 24 | 35.5% | -28.4% |
净利率DOCSMVST
| Q4 25 | 33.3% | 17.2% | ||
| Q3 25 | 36.8% | -1.2% | ||
| Q2 25 | 36.5% | -116.1% | ||
| Q1 25 | 45.2% | 53.0% | ||
| Q4 24 | 44.6% | -72.6% | ||
| Q3 24 | 32.3% | 13.1% | ||
| Q2 24 | 32.7% | -121.4% | ||
| Q1 24 | 34.4% | -30.5% |
每股收益（稀释后）DOCSMVST
| Q4 25 | $0.31 | $0.19 | ||
| Q3 25 | $0.31 | $0.00 | ||
| Q2 25 | $0.27 | $-0.33 | ||
| Q1 25 | $0.31 | $0.05 | ||
| Q4 24 | $0.37 | $-0.24 | ||
| Q3 24 | $0.22 | $0.03 | ||
| Q2 24 | $0.21 | $-0.32 | ||
| Q1 24 | $0.20 | $-0.08 |
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 | $105.0M |
| 总债务越低越好 | — | $13.2M |
| 股东权益账面价值 | $979.3M | $410.5M |
| 总资产 | $1.2B | $1.0B |
| 负债/权益比越低杠杆越低 | — | 0.03× |
8季度趋势，按日历期对齐
现金及短期投资DOCSMVST
| Q4 25 | $64.8M | $105.0M | ||
| Q3 25 | $169.2M | $90.7M | ||
| Q2 25 | $137.3M | $99.7M | ||
| Q1 25 | $209.6M | $90.9M | ||
| Q4 24 | $165.3M | $73.0M | ||
| Q3 24 | $184.2M | $63.6M | ||
| Q2 24 | $111.4M | $68.2M | ||
| Q1 24 | $96.8M | $39.5M |
总债务DOCSMVST
| Q4 25 | — | $13.2M | ||
| Q3 25 | — | $34.4M | ||
| Q2 25 | — | $34.2M | ||
| Q1 25 | — | $41.3M | ||
| Q4 24 | — | $41.1M | ||
| Q3 24 | — | $53.4M | ||
| Q2 24 | — | $34.2M | ||
| Q1 24 | — | $43.0M |
股东权益DOCSMVST
| Q4 25 | $979.3M | $410.5M | ||
| Q3 25 | $1.1B | $358.1M | ||
| Q2 25 | $1.0B | $356.1M | ||
| Q1 25 | $1.1B | $454.2M | ||
| Q4 24 | $1.0B | $387.9M | ||
| Q3 24 | $961.2M | $486.1M | ||
| Q2 24 | $913.6M | $455.0M | ||
| Q1 24 | $901.4M | $546.1M |
总资产DOCSMVST
| Q4 25 | $1.2B | $1.0B | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $1.2B | $1.0B | ||
| Q1 25 | $1.3B | $982.9M | ||
| Q4 24 | $1.2B | $951.9M | ||
| Q3 24 | $1.1B | $997.9M | ||
| Q2 24 | $1.1B | $961.4M | ||
| Q1 24 | $1.1B | $1.0B |
负债/权益比DOCSMVST
| Q4 25 | — | 0.03× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.10× | ||
| Q1 25 | — | 0.09× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.08× | ||
| Q1 24 | — | 0.08× |
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 | $16.4M |
| 自由现金流经营现金流 - 资本支出 | — | $15.8M |
| 自由现金流率自由现金流/营收 | — | 16.4% |
| 资本支出强度资本支出/营收 | — | 0.7% |
| 现金转化率经营现金流/净利润 | 0.99× | 0.99× |
| 过去12个月自由现金流最近4个季度 | — | $56.1M |
8季度趋势，按日历期对齐
经营现金流DOCSMVST
| Q4 25 | $60.9M | $16.4M | ||
| Q3 25 | $93.9M | $15.2M | ||
| Q2 25 | $62.1M | $37.2M | ||
| Q1 25 | $98.5M | $7.2M | ||
| Q4 24 | $65.2M | $6.1M | ||
| Q3 24 | $68.3M | $-5.4M | ||
| Q2 24 | $41.2M | $111.0K | ||
| Q1 24 | $63.9M | $2.0M |
自由现金流DOCSMVST
| Q4 25 | — | $15.8M | ||
| Q3 25 | — | $1.2M | ||
| Q2 25 | — | $34.3M | ||
| Q1 25 | — | $4.8M | ||
| Q4 24 | — | $5.7M | ||
| Q3 24 | — | $-19.6M | ||
| Q2 24 | — | $-2.8M | ||
| Q1 24 | — | $-8.2M |
自由现金流率DOCSMVST
| Q4 25 | — | 16.4% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 37.5% | ||
| Q1 25 | — | 4.1% | ||
| Q4 24 | — | 5.1% | ||
| Q3 24 | — | -19.3% | ||
| Q2 24 | — | -3.4% | ||
| Q1 24 | — | -10.1% |
资本支出强度DOCSMVST
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 11.3% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | 0.0% | 2.0% | ||
| Q4 24 | 0.0% | 0.3% | ||
| Q3 24 | 0.0% | 14.0% | ||
| Q2 24 | 0.0% | 3.5% | ||
| Q1 24 | 0.0% | 12.6% |
现金转化率DOCSMVST
| Q4 25 | 0.99× | 0.99× | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | 0.12× | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | -0.41× | ||
| 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% |
MVST
| Europe | $35.1M | 36% |
| CN | $32.5M | 34% |
| US | $21.5M | 22% |
| Other | $7.2M | 8% |
