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Doximity, Inc.（DOCS）与Origin Bancorp, Inc.（OBK）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Origin Bancorp, Inc.的1.8倍（$185.1M vs $104.0M），Doximity, Inc.净利率更高（33.3% vs 26.6%，领先6.6%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 3.9%）
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。
Origin Bancorp旗下的南方银行是一家社区发展金融机构，总部位于阿肯色州阿卡德尔菲亚。该机构成立于1986年，最初名为南方开发银行公司，常被简称为“南方”，专注服务社区发展相关金融需求。
DOCS vs OBK — 直观对比
营收规模更大
DOCS
是对方的1.8倍
$104.0M
净利率更高
DOCS
高出6.6%
26.6%
两年增速更快
DOCS
近两年复合增速
3.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $104.0M |
| 净利润 | $61.6M | $27.7M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | — |
| 净利率 | 33.3% | 26.6% |
| 营收同比 | 9.8% | — |
| 净利润同比 | -18.1% | — |
| 每股收益（稀释后） | $0.31 | $0.89 |
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DOCSOBK
| Q1 26 | — | $104.0M | ||
| Q4 25 | $185.1M | $103.4M | ||
| Q3 25 | $168.5M | $109.8M | ||
| Q2 25 | $145.9M | $83.5M | ||
| Q1 25 | $138.3M | $94.1M | ||
| Q4 24 | $168.6M | $78.3M | ||
| Q3 24 | $136.8M | $90.8M | ||
| Q2 24 | $126.7M | $96.4M |
净利润DOCSOBK
| Q1 26 | — | $27.7M | ||
| Q4 25 | $61.6M | $29.5M | ||
| Q3 25 | $62.1M | $8.6M | ||
| Q2 25 | $53.3M | $14.6M | ||
| Q1 25 | $62.5M | $22.4M | ||
| Q4 24 | $75.2M | $14.3M | ||
| Q3 24 | $44.2M | $18.6M | ||
| Q2 24 | $41.4M | $21.0M |
毛利率DOCSOBK
| Q1 26 | — | — | ||
| 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% | — |
营业利润率DOCSOBK
| Q1 26 | — | — | ||
| Q4 25 | 38.9% | 36.2% | ||
| Q3 25 | 37.8% | 10.0% | ||
| Q2 25 | 37.4% | 22.3% | ||
| Q1 25 | 35.2% | 30.4% | ||
| Q4 24 | 47.4% | 23.0% | ||
| Q3 24 | 38.8% | 26.1% | ||
| Q2 24 | 36.4% | 27.7% |
净利率DOCSOBK
| Q1 26 | — | 26.6% | ||
| Q4 25 | 33.3% | 28.5% | ||
| Q3 25 | 36.8% | 7.9% | ||
| Q2 25 | 36.5% | 17.5% | ||
| Q1 25 | 45.2% | 23.8% | ||
| Q4 24 | 44.6% | 18.2% | ||
| Q3 24 | 32.3% | 20.5% | ||
| Q2 24 | 32.7% | 21.8% |
每股收益（稀释后）DOCSOBK
| Q1 26 | — | $0.89 | ||
| Q4 25 | $0.31 | $0.95 | ||
| Q3 25 | $0.31 | $0.27 | ||
| Q2 25 | $0.27 | $0.47 | ||
| Q1 25 | $0.31 | $0.71 | ||
| Q4 24 | $0.37 | $0.45 | ||
| Q3 24 | $0.22 | $0.60 | ||
| Q2 24 | $0.21 | $0.67 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $1.3B |
| 总资产 | $1.2B | $10.2B |
| 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DOCSOBK
| Q1 26 | — | — | ||
| Q4 25 | $64.8M | $424.2M | ||
| Q3 25 | $169.2M | $626.9M | ||
| Q2 25 | $137.3M | $334.1M | ||
| Q1 25 | $209.6M | $486.2M | ||
| Q4 24 | $165.3M | $470.2M | ||
| Q3 24 | $184.2M | $321.2M | ||
| Q2 24 | $111.4M | $288.1M |
股东权益DOCSOBK
| Q1 26 | — | $1.3B | ||
| Q4 25 | $979.3M | $1.2B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.1B | $1.2B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $961.2M | $1.1B | ||
| Q2 24 | $913.6M | $1.1B |
总资产DOCSOBK
| Q1 26 | — | $10.2B | ||
| Q4 25 | $1.2B | $9.7B | ||
| Q3 25 | $1.3B | $9.8B | ||
| Q2 25 | $1.2B | $9.7B | ||
| Q1 25 | $1.3B | $9.8B | ||
| Q4 24 | $1.2B | $9.7B | ||
| Q3 24 | $1.1B | $10.0B | ||
| Q2 24 | $1.1B | $9.9B |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流DOCSOBK
| Q1 26 | — | — | ||
| Q4 25 | $60.9M | $158.9M | ||
| Q3 25 | $93.9M | $59.3M | ||
| Q2 25 | $62.1M | $20.6M | ||
| Q1 25 | $98.5M | $35.6M | ||
| Q4 24 | $65.2M | $108.5M | ||
| Q3 24 | $68.3M | $39.6M | ||
| Q2 24 | $41.2M | $11.9M |
自由现金流DOCSOBK
| Q1 26 | — | — | ||
| Q4 25 | — | $151.1M | ||
| Q3 25 | — | $56.8M | ||
| Q2 25 | — | $19.6M | ||
| Q1 25 | — | $34.8M | ||
| Q4 24 | — | $86.4M | ||
| Q3 24 | — | $32.2M | ||
| Q2 24 | — | $6.5M |
自由现金流率DOCSOBK
| Q1 26 | — | — | ||
| Q4 25 | — | 146.0% | ||
| Q3 25 | — | 51.7% | ||
| Q2 25 | — | 23.5% | ||
| Q1 25 | — | 37.0% | ||
| Q4 24 | — | 110.3% | ||
| Q3 24 | — | 35.5% | ||
| Q2 24 | — | 6.8% |
资本支出强度DOCSOBK
| Q1 26 | — | — | ||
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | 0.0% | 0.8% | ||
| Q4 24 | 0.0% | 28.1% | ||
| Q3 24 | 0.0% | 8.1% | ||
| Q2 24 | 0.0% | 5.6% |
现金转化率DOCSOBK
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | 5.38× | ||
| Q3 25 | 1.51× | 6.88× | ||
| Q2 25 | 1.16× | 1.41× | ||
| Q1 25 | 1.58× | 1.59× | ||
| Q4 24 | 0.87× | 7.60× | ||
| Q3 24 | 1.55× | 2.13× | ||
| Q2 24 | 1.00× | 0.57× |
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% |
OBK
| Net Interest Income | $87.2M | 84% |
| Noninterest Income | $16.8M | 16% |
