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Doximity, Inc.（DOCS）与National Storage Affiliates Trust（NSA）财务数据对比。点击上方公司名可切换其他公司
National Storage Affiliates Trust的季度营收约是Doximity, Inc.的1.0倍（$187.0M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 12.2%，领先21.0%），Doximity, Inc.同比增速更快（9.8% vs -1.6%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -2.4%）
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。
National Storage Affiliates Trust是一家总部位于美国的房地产投资信托，专注于自助仓储资产，在美国数十个州持有、运营及收购自助仓储设施，为居民和商业客户提供安全的存储服务。
DOCS vs NSA — 直观对比
营收规模更大
NSA
是对方的1.0倍
$185.1M
营收增速更快
DOCS
高出11.4%
-1.6%
净利率更高
DOCS
高出21.0%
12.2%
两年增速更快
DOCS
近两年复合增速
-2.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $187.0M |
| 净利润 | $61.6M | $22.9M |
| 毛利率 | 89.9% | 72.5% |
| 营业利润率 | 38.9% | 20.2% |
| 净利率 | 33.3% | 12.2% |
| 营收同比 | 9.8% | -1.6% |
| 净利润同比 | -18.1% | 36.8% |
| 每股收益（稀释后） | $0.31 | $0.23 |
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DOCSNSA
| Q4 25 | $185.1M | $187.0M | ||
| Q3 25 | $168.5M | $188.7M | ||
| Q2 25 | $145.9M | $188.8M | ||
| Q1 25 | $138.3M | $188.4M | ||
| Q4 24 | $168.6M | $190.1M | ||
| Q3 24 | $136.8M | $193.6M | ||
| Q2 24 | $126.7M | $190.4M | ||
| Q1 24 | $118.1M | $196.1M |
净利润DOCSNSA
| Q4 25 | $61.6M | $22.9M | ||
| Q3 25 | $62.1M | $18.4M | ||
| Q2 25 | $53.3M | $19.5M | ||
| Q1 25 | $62.5M | $13.0M | ||
| Q4 24 | $75.2M | $16.7M | ||
| Q3 24 | $44.2M | $18.7M | ||
| Q2 24 | $41.4M | $17.1M | ||
| Q1 24 | $40.6M | $59.0M |
毛利率DOCSNSA
| Q4 25 | 89.9% | 72.5% | ||
| Q3 25 | 90.3% | 70.7% | ||
| Q2 25 | 89.2% | 70.5% | ||
| Q1 25 | 89.5% | 70.7% | ||
| Q4 24 | 91.6% | 72.5% | ||
| Q3 24 | 90.0% | 72.8% | ||
| Q2 24 | 89.3% | 72.6% | ||
| Q1 24 | 89.4% | 72.1% |
营业利润率DOCSNSA
| Q4 25 | 38.9% | 20.2% | ||
| Q3 25 | 37.8% | 15.8% | ||
| Q2 25 | 37.4% | 16.5% | ||
| Q1 25 | 35.2% | 11.0% | ||
| Q4 24 | 47.4% | 14.5% | ||
| Q3 24 | 38.8% | 15.8% | ||
| Q2 24 | 36.4% | 17.2% | ||
| Q1 24 | 35.5% | 48.9% |
净利率DOCSNSA
| Q4 25 | 33.3% | 12.2% | ||
| Q3 25 | 36.8% | 9.8% | ||
| Q2 25 | 36.5% | 10.3% | ||
| Q1 25 | 45.2% | 6.9% | ||
| Q4 24 | 44.6% | 8.8% | ||
| Q3 24 | 32.3% | 9.7% | ||
| Q2 24 | 32.7% | 9.0% | ||
| Q1 24 | 34.4% | 30.1% |
每股收益（稀释后）DOCSNSA
| Q4 25 | $0.31 | $0.23 | ||
| Q3 25 | $0.31 | $0.17 | ||
| Q2 25 | $0.27 | $0.19 | ||
| Q1 25 | $0.31 | $0.10 | ||
| Q4 24 | $0.37 | $0.19 | ||
| Q3 24 | $0.22 | $0.18 | ||
| Q2 24 | $0.21 | $0.16 | ||
| Q1 24 | $0.20 | $0.65 |
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 | $23.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $946.0M |
| 总资产 | $1.2B | $5.1B |
| 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DOCSNSA
| Q4 25 | $64.8M | $23.3M | ||
| Q3 25 | $169.2M | $26.3M | ||
| Q2 25 | $137.3M | $26.1M | ||
| Q1 25 | $209.6M | $19.3M | ||
| Q4 24 | $165.3M | $50.4M | ||
| Q3 24 | $184.2M | $69.9M | ||
| Q2 24 | $111.4M | $59.0M | ||
| Q1 24 | $96.8M | $64.2M |
股东权益DOCSNSA
| Q4 25 | $979.3M | $946.0M | ||
| Q3 25 | $1.1B | $973.1M | ||
| Q2 25 | $1.0B | $1.0B | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $961.2M | $986.9M | ||
| Q2 24 | $913.6M | $1.2B | ||
| Q1 24 | $901.4M | $1.3B |
总资产DOCSNSA
| Q4 25 | $1.2B | $5.1B | ||
| Q3 25 | $1.3B | $5.1B | ||
| Q2 25 | $1.2B | $5.2B | ||
| Q1 25 | $1.3B | $5.3B | ||
| Q4 24 | $1.2B | $5.4B | ||
| Q3 24 | $1.1B | $5.4B | ||
| Q2 24 | $1.1B | $5.3B | ||
| Q1 24 | $1.1B | $5.4B |
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 | $338.5M |
| 自由现金流经营现金流 - 资本支出 | — | $299.8M |
| 自由现金流率自由现金流/营收 | — | 160.3% |
| 资本支出强度资本支出/营收 | — | 20.7% |
| 现金转化率经营现金流/净利润 | 0.99× | 14.79× |
| 过去12个月自由现金流最近4个季度 | — | $541.5M |
8季度趋势，按日历期对齐
经营现金流DOCSNSA
| Q4 25 | $60.9M | $338.5M | ||
| Q3 25 | $93.9M | $100.2M | ||
| Q2 25 | $62.1M | $79.9M | ||
| Q1 25 | $98.5M | $85.6M | ||
| Q4 24 | $65.2M | $363.1M | ||
| Q3 24 | $68.3M | $105.7M | ||
| Q2 24 | $41.2M | $83.2M | ||
| Q1 24 | $63.9M | $94.0M |
自由现金流DOCSNSA
| Q4 25 | — | $299.8M | ||
| Q3 25 | — | $88.0M | ||
| Q2 25 | — | $73.8M | ||
| Q1 25 | — | $79.9M | ||
| Q4 24 | — | $344.4M | ||
| Q3 24 | — | $101.8M | ||
| Q2 24 | — | $79.5M | ||
| Q1 24 | — | $88.6M |
自由现金流率DOCSNSA
| Q4 25 | — | 160.3% | ||
| Q3 25 | — | 46.6% | ||
| Q2 25 | — | 39.1% | ||
| Q1 25 | — | 42.4% | ||
| Q4 24 | — | 181.2% | ||
| Q3 24 | — | 52.6% | ||
| Q2 24 | — | 41.7% | ||
| Q1 24 | — | 45.2% |
资本支出强度DOCSNSA
| Q4 25 | — | 20.7% | ||
| Q3 25 | — | 6.5% | ||
| Q2 25 | — | 3.2% | ||
| Q1 25 | 0.0% | 3.0% | ||
| Q4 24 | 0.0% | 9.8% | ||
| Q3 24 | 0.0% | 2.0% | ||
| Q2 24 | 0.0% | 1.9% | ||
| Q1 24 | 0.0% | 2.7% |
现金转化率DOCSNSA
| Q4 25 | 0.99× | 14.79× | ||
| Q3 25 | 1.51× | 5.44× | ||
| Q2 25 | 1.16× | 4.10× | ||
| Q1 25 | 1.58× | 6.59× | ||
| Q4 24 | 0.87× | 21.70× | ||
| Q3 24 | 1.55× | 5.65× | ||
| Q2 24 | 1.00× | 4.88× | ||
| Q1 24 | 1.57× | 1.59× |
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% |
NSA
暂无分部数据
