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Doximity, Inc.（DOCS）与Oil-Dri Corp of America（ODC）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Oil-Dri Corp of America的1.5倍（$185.1M vs $120.5M），Doximity, Inc.净利率更高（33.3% vs 12.8%，领先20.4%），Doximity, Inc.同比增速更快（9.8% vs -5.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 6.8%）
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。
美国Oil-Dri公司是专业吸附剂及黏土基产品生产商，主营工业溢油清理吸附材料、猫砂等宠物护理产品、农业土壤改良剂及运动场场地调理材料，客户覆盖北美及全球多个商业领域。
DOCS vs ODC — 直观对比
营收规模更大
DOCS
是对方的1.5倍
$120.5M
营收增速更快
DOCS
高出15.6%
-5.8%
净利率更高
DOCS
高出20.4%
12.8%
两年增速更快
DOCS
近两年复合增速
6.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $120.5M |
| 净利润 | $61.6M | $15.5M |
| 毛利率 | 89.9% | 29.5% |
| 营业利润率 | 38.9% | 14.1% |
| 净利率 | 33.3% | 12.8% |
| 营收同比 | 9.8% | -5.8% |
| 净利润同比 | -18.1% | -5.6% |
| 每股收益（稀释后） | $0.31 | — |
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DOCSODC
| Q4 25 | $185.1M | $120.5M | ||
| Q3 25 | $168.5M | $125.2M | ||
| Q2 25 | $145.9M | $115.5M | ||
| Q1 25 | $138.3M | $116.9M | ||
| Q4 24 | $168.6M | $127.9M | ||
| Q3 24 | $136.8M | $113.7M | ||
| Q2 24 | $126.7M | $106.8M | ||
| Q1 24 | $118.1M | $105.7M |
净利润DOCSODC
| Q4 25 | $61.6M | $15.5M | ||
| Q3 25 | $62.1M | $13.1M | ||
| Q2 25 | $53.3M | $11.6M | ||
| Q1 25 | $62.5M | $12.9M | ||
| Q4 24 | $75.2M | $16.4M | ||
| Q3 24 | $44.2M | $8.5M | ||
| Q2 24 | $41.4M | $7.8M | ||
| Q1 24 | $40.6M | $12.4M |
毛利率DOCSODC
| Q4 25 | 89.9% | 29.5% | ||
| Q3 25 | 90.3% | 27.8% | ||
| Q2 25 | 89.2% | 28.6% | ||
| Q1 25 | 89.5% | 29.5% | ||
| Q4 24 | 91.6% | 31.9% | ||
| Q3 24 | 90.0% | 29.0% | ||
| Q2 24 | 89.3% | 28.2% | ||
| Q1 24 | 89.4% | 29.3% |
营业利润率DOCSODC
| Q4 25 | 38.9% | 14.1% | ||
| Q3 25 | 37.8% | 12.5% | ||
| Q2 25 | 37.4% | 12.0% | ||
| Q1 25 | 35.2% | 15.0% | ||
| Q4 24 | 47.4% | 16.6% | ||
| Q3 24 | 38.8% | 11.3% | ||
| Q2 24 | 36.4% | 9.8% | ||
| Q1 24 | 35.5% | 14.4% |
净利率DOCSODC
| Q4 25 | 33.3% | 12.8% | ||
| Q3 25 | 36.8% | 10.4% | ||
| Q2 25 | 36.5% | 10.1% | ||
| Q1 25 | 45.2% | 11.1% | ||
| Q4 24 | 44.6% | 12.8% | ||
| Q3 24 | 32.3% | 7.5% | ||
| Q2 24 | 32.7% | 7.3% | ||
| Q1 24 | 34.4% | 11.7% |
每股收益（稀释后）DOCSODC
| Q4 25 | $0.31 | — | ||
| Q3 25 | $0.31 | — | ||
| Q2 25 | $0.27 | — | ||
| Q1 25 | $0.31 | — | ||
| Q4 24 | $0.37 | — | ||
| Q3 24 | $0.22 | — | ||
| Q2 24 | $0.21 | — | ||
| Q1 24 | $0.20 | — |
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 | $42.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $266.5M |
| 总资产 | $1.2B | $380.7M |
| 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DOCSODC
| Q4 25 | $64.8M | $42.4M | ||
| Q3 25 | $169.2M | $50.5M | ||
| Q2 25 | $137.3M | $36.5M | ||
| Q1 25 | $209.6M | $22.6M | ||
| Q4 24 | $165.3M | $12.5M | ||
| Q3 24 | $184.2M | $23.5M | ||
| Q2 24 | $111.4M | $46.8M | ||
| Q1 24 | $96.8M | $27.8M |
股东权益DOCSODC
| Q4 25 | $979.3M | $266.5M | ||
| Q3 25 | $1.1B | $259.1M | ||
| Q2 25 | $1.0B | $246.9M | ||
| Q1 25 | $1.1B | $235.9M | ||
| Q4 24 | $1.0B | $224.0M | ||
| Q3 24 | $961.2M | $210.6M | ||
| Q2 24 | $913.6M | $202.9M | ||
| Q1 24 | $901.4M | $196.0M |
总资产DOCSODC
| Q4 25 | $1.2B | $380.7M | ||
| Q3 25 | $1.3B | $391.7M | ||
| Q2 25 | $1.2B | $369.5M | ||
| Q1 25 | $1.3B | $353.7M | ||
| Q4 24 | $1.2B | $350.2M | ||
| Q3 24 | $1.1B | $354.6M | ||
| Q2 24 | $1.1B | $319.2M | ||
| Q1 24 | $1.1B | $296.2M |
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 | $10.3M |
| 自由现金流经营现金流 - 资本支出 | — | $1.3M |
| 自由现金流率自由现金流/营收 | — | 1.1% |
| 资本支出强度资本支出/营收 | — | 7.5% |
| 现金转化率经营现金流/净利润 | 0.99× | 0.67× |
| 过去12个月自由现金流最近4个季度 | — | $50.8M |
8季度趋势，按日历期对齐
经营现金流DOCSODC
| Q4 25 | $60.9M | $10.3M | ||
| Q3 25 | $93.9M | $25.2M | ||
| Q2 25 | $62.1M | $22.7M | ||
| Q1 25 | $98.5M | $21.4M | ||
| Q4 24 | $65.2M | $10.9M | ||
| Q3 24 | $68.3M | $23.4M | ||
| Q2 24 | $41.2M | $19.0M | ||
| Q1 24 | $63.9M | $9.4M |
自由现金流DOCSODC
| Q4 25 | — | $1.3M | ||
| Q3 25 | — | $17.1M | ||
| Q2 25 | — | $16.0M | ||
| Q1 25 | — | $16.4M | ||
| Q4 24 | — | $-1.9M | ||
| Q3 24 | — | $15.1M | ||
| Q2 24 | — | $10.8M | ||
| Q1 24 | — | $1.9M |
自由现金流率DOCSODC
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | — | 13.8% | ||
| Q1 25 | — | 14.0% | ||
| Q4 24 | — | -1.5% | ||
| Q3 24 | — | 13.3% | ||
| Q2 24 | — | 10.1% | ||
| Q1 24 | — | 1.8% |
资本支出强度DOCSODC
| Q4 25 | — | 7.5% | ||
| Q3 25 | — | 6.5% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | 0.0% | 4.3% | ||
| Q4 24 | 0.0% | 10.0% | ||
| Q3 24 | 0.0% | 7.3% | ||
| Q2 24 | 0.0% | 7.7% | ||
| Q1 24 | 0.0% | 7.1% |
现金转化率DOCSODC
| Q4 25 | 0.99× | 0.67× | ||
| Q3 25 | 1.51× | 1.93× | ||
| Q2 25 | 1.16× | 1.95× | ||
| Q1 25 | 1.58× | 1.66× | ||
| Q4 24 | 0.87× | 0.67× | ||
| Q3 24 | 1.55× | 2.74× | ||
| Q2 24 | 1.00× | 2.44× | ||
| Q1 24 | 1.57× | 0.76× |
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% |
ODC
| Cat Litter | $64.6M | 54% |
| Fluids Purification | $26.7M | 22% |
| Agriculturaland Horticultural | $12.9M | 11% |
| Industrialand Sports | $11.6M | 10% |
| Animal Healthand Nutrition | $4.7M | 4% |
