vs
Doximity, Inc.（DOCS）与NOODLES & Co（NDLS）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NOODLES & Co的1.5倍（$185.1M vs $122.1M），Doximity, Inc.净利率更高（33.3% vs -7.5%，领先40.8%），Doximity, Inc.同比增速更快（9.8% vs -4.1%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -1.2%）
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。
Noodles & Company是源自美国的休闲快餐连锁品牌，主打融合多国风味及美式特色的面条菜品，同时也供应汤品和沙拉。品牌由亚伦·肯尼迪创立于1995年，总部位于科罗拉多州布鲁姆菲尔德，截至2022年年中，品牌已在美国31个州开出了458家门店。
DOCS vs NDLS — 直观对比
营收规模更大
DOCS
是对方的1.5倍
$122.1M
营收增速更快
DOCS
高出13.9%
-4.1%
净利率更高
DOCS
高出40.8%
-7.5%
两年增速更快
DOCS
近两年复合增速
-1.2%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $122.1M |
| 净利润 | $61.6M | $-9.2M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | -5.2% |
| 净利率 | 33.3% | -7.5% |
| 营收同比 | 9.8% | -4.1% |
| 净利润同比 | -18.1% | 32.8% |
| 每股收益（稀释后） | $0.31 | $-0.20 |
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DOCSNDLS
| Q4 25 | $185.1M | — | ||
| Q3 25 | $168.5M | $122.1M | ||
| Q2 25 | $145.9M | $123.8M | ||
| Q1 25 | $138.3M | — | ||
| Q4 24 | $168.6M | $122.8M | ||
| Q3 24 | $136.8M | $127.4M | ||
| Q2 24 | $126.7M | $121.4M | ||
| Q1 24 | $118.1M | $124.3M |
净利润DOCSNDLS
| Q4 25 | $61.6M | — | ||
| Q3 25 | $62.1M | $-9.2M | ||
| Q2 25 | $53.3M | $-9.1M | ||
| Q1 25 | $62.5M | — | ||
| Q4 24 | $75.2M | $-6.8M | ||
| Q3 24 | $44.2M | $-13.6M | ||
| Q2 24 | $41.4M | $-6.1M | ||
| Q1 24 | $40.6M | $-6.1M |
毛利率DOCSNDLS
| Q4 25 | 89.9% | — | ||
| Q3 25 | 90.3% | — | ||
| Q2 25 | 89.2% | — | ||
| Q1 25 | 89.5% | — | ||
| Q4 24 | 91.6% | — | ||
| Q3 24 | 90.0% | — | ||
| Q2 24 | 89.3% | — | ||
| Q1 24 | 89.4% | — |
营业利润率DOCSNDLS
| Q4 25 | 38.9% | — | ||
| Q3 25 | 37.8% | -5.2% | ||
| Q2 25 | 37.4% | -5.2% | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 47.4% | -3.9% | ||
| Q3 24 | 38.8% | -9.0% | ||
| Q2 24 | 36.4% | -3.4% | ||
| Q1 24 | 35.5% | -3.7% |
净利率DOCSNDLS
| Q4 25 | 33.3% | — | ||
| Q3 25 | 36.8% | -7.5% | ||
| Q2 25 | 36.5% | -7.3% | ||
| Q1 25 | 45.2% | — | ||
| Q4 24 | 44.6% | -5.5% | ||
| Q3 24 | 32.3% | -10.7% | ||
| Q2 24 | 32.7% | -5.1% | ||
| Q1 24 | 34.4% | -4.9% |
每股收益（稀释后）DOCSNDLS
| Q4 25 | $0.31 | — | ||
| Q3 25 | $0.31 | $-0.20 | ||
| Q2 25 | $0.27 | $-0.20 | ||
| Q1 25 | $0.31 | — | ||
| Q4 24 | $0.37 | $-0.15 | ||
| Q3 24 | $0.22 | $-0.30 | ||
| Q2 24 | $0.21 | $-0.14 | ||
| Q1 24 | $0.20 | $-1.64 |
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 | $4.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $-38.9M |
| 总资产 | $1.2B | $280.6M |
| 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DOCSNDLS
| Q4 25 | $64.8M | — | ||
| Q3 25 | $169.2M | $4.7M | ||
| Q2 25 | $137.3M | $1.4M | ||
| Q1 25 | $209.6M | — | ||
| Q4 24 | $165.3M | $3.3M | ||
| Q3 24 | $184.2M | $1.8M | ||
| Q2 24 | $111.4M | $1.3M | ||
| Q1 24 | $96.8M | $3.0M |
股东权益DOCSNDLS
| Q4 25 | $979.3M | — | ||
| Q3 25 | $1.1B | $-38.9M | ||
| Q2 25 | $1.0B | $-13.9M | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.0B | $3.7M | ||
| Q3 24 | $961.2M | $9.6M | ||
| Q2 24 | $913.6M | $21.9M | ||
| Q1 24 | $901.4M | $27.2M |
总资产DOCSNDLS
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.3B | $280.6M | ||
| Q2 25 | $1.2B | $319.4M | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.2B | $340.5M | ||
| Q3 24 | $1.1B | $346.3M | ||
| Q2 24 | $1.1B | $360.4M | ||
| Q1 24 | $1.1B | $368.1M |
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 | $4.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-2.8M |
| 自由现金流率自由现金流/营收 | — | -2.3% |
| 资本支出强度资本支出/营收 | — | 5.8% |
| 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 | — | $-7.5M |
8季度趋势，按日历期对齐
经营现金流DOCSNDLS
| Q4 25 | $60.9M | — | ||
| Q3 25 | $93.9M | $4.3M | ||
| Q2 25 | $62.1M | $4.0M | ||
| Q1 25 | $98.5M | — | ||
| Q4 24 | $65.2M | $5.8M | ||
| Q3 24 | $68.3M | $4.7M | ||
| Q2 24 | $41.2M | $7.0M | ||
| Q1 24 | $63.9M | $164.0K |
自由现金流DOCSNDLS
| Q4 25 | — | — | ||
| Q3 25 | — | $-2.8M | ||
| Q2 25 | — | $1.1M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $-1.3M | ||
| Q3 24 | — | $-4.5M | ||
| Q2 24 | — | $-1.6M | ||
| Q1 24 | — | $-15.2M |
自由现金流率DOCSNDLS
| Q4 25 | — | — | ||
| Q3 25 | — | -2.3% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | -3.5% | ||
| Q2 24 | — | -1.4% | ||
| Q1 24 | — | -12.2% |
资本支出强度DOCSNDLS
| Q4 25 | — | — | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.0% | 5.8% | ||
| Q3 24 | 0.0% | 7.2% | ||
| Q2 24 | 0.0% | 7.1% | ||
| Q1 24 | 0.0% | 12.3% |
现金转化率DOCSNDLS
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | — | ||
| 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% |
NDLS
| Food And Beverage | $119.6M | 98% |
| Franchise | $2.5M | 2% |
