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Doximity, Inc.(DOCS)与Inotiv, Inc.(NOTV)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Inotiv, Inc.的1.5倍($185.1M vs $120.9M),Doximity, Inc.净利率更高(33.3% vs -23.5%,领先56.7%),Doximity, Inc.同比增速更快(9.8% vs 0.8%),过去两年Doximity, Inc.的营收复合增速更高(25.2% vs 0.8%)
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。
Inotiv公司是一家注册于美国印第安纳州的合同研究组织,总部位于该州拉斐特市。公司设有两大核心业务板块:发现与安全评估业务(DSA)以及研究模型与服务业务(RMS),可为小分子候选药物、生物治疗产品及生物医疗设备提供安全评估、分析、代谢研究、CMC及法规咨询等药物开发与环境科学相关服务。
DOCS vs NOTV — 直观对比
营收规模更大
DOCS
是对方的1.5倍
$120.9M
营收增速更快
DOCS
高出8.9%
0.8%
净利率更高
DOCS
高出56.7%
-23.5%
两年增速更快
DOCS
近两年复合增速
0.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $185.1M | $120.9M |
| 净利润 | $61.6M | $-28.4M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | -13.5% |
| 净利率 | 33.3% | -23.5% |
| 营收同比 | 9.8% | 0.8% |
| 净利润同比 | -18.1% | -2.7% |
| 每股收益(稀释后) | $0.31 | $-0.83 |
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
DOCS
NOTV
| Q4 25 | $185.1M | $120.9M | ||
| Q3 25 | $168.5M | $138.1M | ||
| Q2 25 | $145.9M | $130.7M | ||
| Q1 25 | $138.3M | $124.3M | ||
| Q4 24 | $168.6M | $119.9M | ||
| Q3 24 | $136.8M | $130.4M | ||
| Q2 24 | $126.7M | $105.8M | ||
| Q1 24 | $118.1M | $119.0M |
净利润
DOCS
NOTV
| Q4 25 | $61.6M | $-28.4M | ||
| Q3 25 | $62.1M | $-8.6M | ||
| Q2 25 | $53.3M | $-17.6M | ||
| Q1 25 | $62.5M | $-14.9M | ||
| Q4 24 | $75.2M | $-27.6M | ||
| Q3 24 | $44.2M | $-18.9M | ||
| Q2 24 | $41.4M | $-26.1M | ||
| Q1 24 | $40.6M | $-48.1M |
毛利率
DOCS
NOTV
| 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
DOCS
NOTV
| Q4 25 | 38.9% | -13.5% | ||
| Q3 25 | 37.8% | -4.9% | ||
| Q2 25 | 37.4% | -4.3% | ||
| Q1 25 | 35.2% | -2.4% | ||
| Q4 24 | 47.4% | -12.9% | ||
| Q3 24 | 38.8% | -10.1% | ||
| Q2 24 | 36.4% | -19.6% | ||
| Q1 24 | 35.5% | -36.2% |
净利率
DOCS
NOTV
| Q4 25 | 33.3% | -23.5% | ||
| Q3 25 | 36.8% | -6.2% | ||
| Q2 25 | 36.5% | -13.5% | ||
| Q1 25 | 45.2% | -12.0% | ||
| Q4 24 | 44.6% | -23.0% | ||
| Q3 24 | 32.3% | -14.5% | ||
| Q2 24 | 32.7% | -24.7% | ||
| Q1 24 | 34.4% | -40.4% |
每股收益(稀释后)
DOCS
NOTV
| Q4 25 | $0.31 | $-0.83 | ||
| Q3 25 | $0.31 | $-0.14 | ||
| Q2 25 | $0.27 | $-0.51 | ||
| Q1 25 | $0.31 | $-0.44 | ||
| Q4 24 | $0.37 | $-1.02 | ||
| Q3 24 | $0.22 | $-0.73 | ||
| Q2 24 | $0.21 | $-1.00 | ||
| Q1 24 | $0.20 | $-1.86 |
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 | $12.7M |
| 总债务越低越好 | — | $405.8M |
| 股东权益账面价值 | $979.3M | $109.0M |
| 总资产 | $1.2B | $734.3M |
| 负债/权益比越低杠杆越低 | — | 3.72× |
8季度趋势,按日历期对齐
现金及短期投资
DOCS
NOTV
| Q4 25 | $64.8M | $12.7M | ||
| Q3 25 | $169.2M | $21.7M | ||
| Q2 25 | $137.3M | $6.2M | ||
| Q1 25 | $209.6M | $19.3M | ||
| Q4 24 | $165.3M | $38.0M | ||
| Q3 24 | $184.2M | $21.4M | ||
| Q2 24 | $111.4M | $14.4M | ||
| Q1 24 | $96.8M | $32.7M |
总债务
DOCS
NOTV
| Q4 25 | — | $405.8M | ||
| Q3 25 | — | $402.1M | ||
| Q2 25 | — | $396.5M | ||
| Q1 25 | — | $399.5M | ||
| Q4 24 | — | $396.0M | ||
| Q3 24 | — | $393.3M | ||
| Q2 24 | — | $382.4M | ||
| Q1 24 | — | $380.6M |
股东权益
DOCS
NOTV
| Q4 25 | $979.3M | $109.0M | ||
| Q3 25 | $1.1B | $136.0M | ||
| Q2 25 | $1.0B | $143.8M | ||
| Q1 25 | $1.1B | $157.7M | ||
| Q4 24 | $1.0B | $169.8M | ||
| Q3 24 | $961.2M | $170.5M | ||
| Q2 24 | $913.6M | $182.1M | ||
| Q1 24 | $901.4M | $207.2M |
总资产
DOCS
NOTV
| Q4 25 | $1.2B | $734.3M | ||
| Q3 25 | $1.3B | $771.1M | ||
| Q2 25 | $1.2B | $759.7M | ||
| Q1 25 | $1.3B | $766.0M | ||
| Q4 24 | $1.2B | $772.9M | ||
| Q3 24 | $1.1B | $781.4M | ||
| Q2 24 | $1.1B | $774.6M | ||
| Q1 24 | $1.1B | $815.4M |
负债/权益比
DOCS
NOTV
| Q4 25 | — | 3.72× | ||
| Q3 25 | — | 2.96× | ||
| Q2 25 | — | 2.76× | ||
| Q1 25 | — | 2.53× | ||
| Q4 24 | — | 2.33× | ||
| Q3 24 | — | 2.31× | ||
| Q2 24 | — | 2.10× | ||
| Q1 24 | — | 1.84× |
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 | $-5.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-10.6M |
| 自由现金流率自由现金流/营收 | — | -8.8% |
| 资本支出强度资本支出/营收 | — | 4.3% |
| 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 | — | $-28.7M |
8季度趋势,按日历期对齐
经营现金流
DOCS
NOTV
| Q4 25 | $60.9M | $-5.4M | ||
| Q3 25 | $93.9M | $14.3M | ||
| Q2 25 | $62.1M | $-7.4M | ||
| Q1 25 | $98.5M | $-12.8M | ||
| Q4 24 | $65.2M | $-4.5M | ||
| Q3 24 | $68.3M | $-2.4M | ||
| Q2 24 | $41.2M | $-14.8M | ||
| Q1 24 | $63.9M | $16.9M |
自由现金流
DOCS
NOTV
| Q4 25 | — | $-10.6M | ||
| Q3 25 | — | $11.6M | ||
| Q2 25 | — | $-11.5M | ||
| Q1 25 | — | $-18.3M | ||
| Q4 24 | — | $-9.0M | ||
| Q3 24 | — | $-7.7M | ||
| Q2 24 | — | $-19.2M | ||
| Q1 24 | — | $9.9M |
自由现金流率
DOCS
NOTV
| Q4 25 | — | -8.8% | ||
| Q3 25 | — | 8.4% | ||
| Q2 25 | — | -8.8% | ||
| Q1 25 | — | -14.7% | ||
| Q4 24 | — | -7.5% | ||
| Q3 24 | — | -5.9% | ||
| Q2 24 | — | -18.2% | ||
| Q1 24 | — | 8.3% |
资本支出强度
DOCS
NOTV
| Q4 25 | — | 4.3% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | 0.0% | 4.4% | ||
| Q4 24 | 0.0% | 3.7% | ||
| Q3 24 | 0.0% | 4.1% | ||
| Q2 24 | 0.0% | 4.2% | ||
| Q1 24 | 0.0% | 5.9% |
现金转化率
DOCS
NOTV
| 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% |
NOTV
| Research Models And Services Segment | $72.9M | 60% |
| Discovery And Safety Assessment Segment | $48.0M | 40% |