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Doximity, Inc.（DOCS）与Nutex Health, Inc.（NUTX）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Nutex Health, Inc.的1.2倍（$185.1M vs $151.7M），Doximity, Inc.净利率更高（33.3% vs 7.8%，领先25.5%），Doximity, Inc.同比增速更快（9.8% vs -41.1%），过去两年Nutex Health, Inc.的营收复合增速更高（50.0% vs 25.2%）
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。
Nutex Health是一家总部位于美国得克萨斯州休斯敦的营利性医疗企业，核心业务为运营各类医疗机构，是美国本土医疗领域的专业运营机构，致力于为当地市场提供相关医疗服务与场地运营支持。
DOCS vs NUTX — 直观对比
营收规模更大
DOCS
是对方的1.2倍
$151.7M
营收增速更快
DOCS
高出50.9%
-41.1%
净利率更高
DOCS
高出25.5%
7.8%
两年增速更快
NUTX
近两年复合增速
25.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $151.7M |
| 净利润 | $61.6M | $11.8M |
| 毛利率 | 89.9% | 30.4% |
| 营业利润率 | 38.9% | 20.4% |
| 净利率 | 33.3% | 7.8% |
| 营收同比 | 9.8% | -41.1% |
| 净利润同比 | -18.1% | -80.8% |
| 每股收益（稀释后） | $0.31 | $2.34 |
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DOCSNUTX
| Q4 25 | $185.1M | $151.7M | ||
| Q3 25 | $168.5M | $267.8M | ||
| Q2 25 | $145.9M | $244.0M | ||
| Q1 25 | $138.3M | $211.8M | ||
| Q4 24 | $168.6M | $257.6M | ||
| Q3 24 | $136.8M | $78.8M | ||
| Q2 24 | $126.7M | $76.1M | ||
| Q1 24 | $118.1M | $67.5M |
净利润DOCSNUTX
| Q4 25 | $61.6M | $11.8M | ||
| Q3 25 | $62.1M | $55.4M | ||
| Q2 25 | $53.3M | $-17.7M | ||
| Q1 25 | $62.5M | $21.2M | ||
| Q4 24 | $75.2M | $61.6M | ||
| Q3 24 | $44.2M | $-8.8M | ||
| Q2 24 | $41.4M | $-364.0K | ||
| Q1 24 | $40.6M | $-364.0K |
毛利率DOCSNUTX
| Q4 25 | 89.9% | 30.4% | ||
| Q3 25 | 90.3% | 57.8% | ||
| Q2 25 | 89.2% | 51.2% | ||
| Q1 25 | 89.5% | 55.9% | ||
| Q4 24 | 91.6% | 55.0% | ||
| Q3 24 | 90.0% | 27.8% | ||
| Q2 24 | 89.3% | 29.7% | ||
| Q1 24 | 89.4% | 15.1% |
营业利润率DOCSNUTX
| Q4 25 | 38.9% | 20.4% | ||
| Q3 25 | 37.8% | 48.7% | ||
| Q2 25 | 37.4% | 13.8% | ||
| Q1 25 | 35.2% | 38.1% | ||
| Q4 24 | 47.4% | 44.4% | ||
| Q3 24 | 38.8% | 12.3% | ||
| Q2 24 | 36.4% | 7.0% | ||
| Q1 24 | 35.5% | 2.1% |
净利率DOCSNUTX
| Q4 25 | 33.3% | 7.8% | ||
| Q3 25 | 36.8% | 20.7% | ||
| Q2 25 | 36.5% | -7.3% | ||
| Q1 25 | 45.2% | 10.0% | ||
| Q4 24 | 44.6% | 23.9% | ||
| Q3 24 | 32.3% | -11.2% | ||
| Q2 24 | 32.7% | -0.5% | ||
| Q1 24 | 34.4% | -0.5% |
每股收益（稀释后）DOCSNUTX
| Q4 25 | $0.31 | $2.34 | ||
| Q3 25 | $0.31 | $7.76 | ||
| Q2 25 | $0.27 | $-2.95 | ||
| Q1 25 | $0.31 | $3.33 | ||
| Q4 24 | $0.37 | $11.56 | ||
| Q3 24 | $0.22 | $-1.72 | ||
| Q2 24 | $0.21 | $-0.07 | ||
| 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 | $185.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $329.4M |
| 总资产 | $1.2B | $918.5M |
| 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DOCSNUTX
| Q4 25 | $64.8M | $185.6M | ||
| Q3 25 | $169.2M | $166.0M | ||
| Q2 25 | $137.3M | $96.7M | ||
| Q1 25 | $209.6M | $84.7M | ||
| Q4 24 | $165.3M | $40.6M | ||
| Q3 24 | $184.2M | $46.9M | ||
| Q2 24 | $111.4M | $40.8M | ||
| Q1 24 | $96.8M | $30.0M |
股东权益DOCSNUTX
| Q4 25 | $979.3M | $329.4M | ||
| Q3 25 | $1.1B | $317.2M | ||
| Q2 25 | $1.0B | $235.3M | ||
| Q1 25 | $1.1B | $176.9M | ||
| Q4 24 | $1.0B | $132.4M | ||
| Q3 24 | $961.2M | $60.4M | ||
| Q2 24 | $913.6M | $62.7M | ||
| Q1 24 | $901.4M | $63.0M |
总资产DOCSNUTX
| Q4 25 | $1.2B | $918.5M | ||
| Q3 25 | $1.3B | $964.5M | ||
| Q2 25 | $1.2B | $841.0M | ||
| Q1 25 | $1.3B | $761.9M | ||
| Q4 24 | $1.2B | $655.3M | ||
| Q3 24 | $1.1B | $438.5M | ||
| Q2 24 | $1.1B | $422.4M | ||
| Q1 24 | $1.1B | $404.3M |
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 | $70.4M |
| 自由现金流经营现金流 - 资本支出 | — | $69.0M |
| 自由现金流率自由现金流/营收 | — | 45.5% |
| 资本支出强度资本支出/营收 | — | 0.9% |
| 现金转化率经营现金流/净利润 | 0.99× | 5.95× |
| 过去12个月自由现金流最近4个季度 | — | $245.6M |
8季度趋势，按日历期对齐
经营现金流DOCSNUTX
| Q4 25 | $60.9M | $70.4M | ||
| Q3 25 | $93.9M | $99.5M | ||
| Q2 25 | $62.1M | $27.3M | ||
| Q1 25 | $98.5M | $51.0M | ||
| Q4 24 | $65.2M | $54.0K | ||
| Q3 24 | $68.3M | $6.8M | ||
| Q2 24 | $41.2M | $13.3M | ||
| Q1 24 | $63.9M | $3.1M |
自由现金流DOCSNUTX
| Q4 25 | — | $69.0M | ||
| Q3 25 | — | $99.2M | ||
| Q2 25 | — | $26.5M | ||
| Q1 25 | — | $50.9M | ||
| Q4 24 | — | $-341.0K | ||
| Q3 24 | — | $6.2M | ||
| Q2 24 | — | $12.7M | ||
| Q1 24 | — | $2.3M |
自由现金流率DOCSNUTX
| Q4 25 | — | 45.5% | ||
| Q3 25 | — | 37.0% | ||
| Q2 25 | — | 10.9% | ||
| Q1 25 | — | 24.0% | ||
| Q4 24 | — | -0.1% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 16.7% | ||
| Q1 24 | — | 3.4% |
资本支出强度DOCSNUTX
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | 0.0% | 0.0% | ||
| Q4 24 | 0.0% | 0.2% | ||
| Q3 24 | 0.0% | 0.8% | ||
| Q2 24 | 0.0% | 0.7% | ||
| Q1 24 | 0.0% | 1.1% |
现金转化率DOCSNUTX
| Q4 25 | 0.99× | 5.95× | ||
| Q3 25 | 1.51× | 1.80× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | 2.40× | ||
| Q4 24 | 0.87× | 0.00× | ||
| 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% |
NUTX
| Hospital Division | $143.7M | 95% |
| Population Health Management Division | $8.0M | 5% |
