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Doximity, Inc.（DOCS）与ONITY GROUP INC.（ONIT）财务数据对比。点击上方公司名可切换其他公司
ONITY GROUP INC.的季度营收约是Doximity, Inc.的1.6倍（$290.0M vs $185.1M），ONITY GROUP INC.净利率更高（43.9% vs 33.3%，领先10.6%），ONITY GROUP INC.同比增速更快（29.0% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 10.1%）
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。
奥尼提集团（原奥克文）是一家提供住宅及商业抵押贷款 servicing、特殊 servicing以及资产管理服务的供应商，业务性质也可概括为向房主收取每月本金与利息。公司成立于1988年，总部位于佛罗里达州西棕榈滩，在美国多地及菲律宾、印度都设有办公及支持运营点。
DOCS vs ONIT — 直观对比
营收规模更大
ONIT
是对方的1.6倍
$185.1M
营收增速更快
ONIT
高出19.2%
9.8%
净利率更高
ONIT
高出10.6%
33.3%
两年增速更快
DOCS
近两年复合增速
10.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $290.0M |
| 净利润 | $61.6M | $127.2M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | — |
| 净利率 | 33.3% | 43.9% |
| 营收同比 | 9.8% | 29.0% |
| 净利润同比 | -18.1% | 552.7% |
| 每股收益（稀释后） | $0.31 | $14.53 |
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DOCSONIT
| Q4 25 | $185.1M | $290.0M | ||
| Q3 25 | $168.5M | $280.3M | ||
| Q2 25 | $145.9M | $246.6M | ||
| Q1 25 | $138.3M | $249.8M | ||
| Q4 24 | $168.6M | $224.8M | ||
| Q3 24 | $136.8M | $265.7M | ||
| Q2 24 | $126.7M | $246.4M | ||
| Q1 24 | $118.1M | $239.1M |
净利润DOCSONIT
| Q4 25 | $61.6M | $127.2M | ||
| Q3 25 | $62.1M | $18.7M | ||
| Q2 25 | $53.3M | $21.5M | ||
| Q1 25 | $62.5M | $22.1M | ||
| Q4 24 | $75.2M | $-28.1M | ||
| Q3 24 | $44.2M | $21.4M | ||
| Q2 24 | $41.4M | $10.5M | ||
| Q1 24 | $40.6M | $30.1M |
毛利率DOCSONIT
| 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DOCSONIT
| Q4 25 | 38.9% | — | ||
| Q3 25 | 37.8% | — | ||
| Q2 25 | 37.4% | — | ||
| Q1 25 | 35.2% | 3.6% | ||
| Q4 24 | 47.4% | -14.9% | ||
| Q3 24 | 38.8% | 10.4% | ||
| Q2 24 | 36.4% | 5.5% | ||
| Q1 24 | 35.5% | 13.3% |
净利率DOCSONIT
| Q4 25 | 33.3% | 43.9% | ||
| Q3 25 | 36.8% | 6.7% | ||
| Q2 25 | 36.5% | 8.7% | ||
| Q1 25 | 45.2% | 8.8% | ||
| Q4 24 | 44.6% | -12.5% | ||
| Q3 24 | 32.3% | 8.1% | ||
| Q2 24 | 32.7% | 4.3% | ||
| Q1 24 | 34.4% | 12.6% |
每股收益（稀释后）DOCSONIT
| Q4 25 | $0.31 | $14.53 | ||
| Q3 25 | $0.31 | $2.03 | ||
| Q2 25 | $0.27 | $2.40 | ||
| Q1 25 | $0.31 | $2.50 | ||
| Q4 24 | $0.37 | $-3.59 | ||
| Q3 24 | $0.22 | $2.65 | ||
| Q2 24 | $0.21 | $1.33 | ||
| Q1 24 | $0.20 | $3.74 |
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 | $180.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $627.9M |
| 总资产 | $1.2B | $16.2B |
| 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DOCSONIT
| Q4 25 | $64.8M | $180.5M | ||
| Q3 25 | $169.2M | $172.8M | ||
| Q2 25 | $137.3M | $194.3M | ||
| Q1 25 | $209.6M | $178.0M | ||
| Q4 24 | $165.3M | $184.8M | ||
| Q3 24 | $184.2M | $201.6M | ||
| Q2 24 | $111.4M | $203.1M | ||
| Q1 24 | $96.8M | $185.1M |
股东权益DOCSONIT
| Q4 25 | $979.3M | $627.9M | ||
| Q3 25 | $1.1B | $501.4M | ||
| Q2 25 | $1.0B | $481.9M | ||
| Q1 25 | $1.1B | $460.2M | ||
| Q4 24 | $1.0B | $442.9M | ||
| Q3 24 | $961.2M | $468.2M | ||
| Q2 24 | $913.6M | $446.2M | ||
| Q1 24 | $901.4M | $432.1M |
总资产DOCSONIT
| Q4 25 | $1.2B | $16.2B | ||
| Q3 25 | $1.3B | $16.1B | ||
| Q2 25 | $1.2B | $16.5B | ||
| Q1 25 | $1.3B | $16.3B | ||
| Q4 24 | $1.2B | $16.4B | ||
| Q3 24 | $1.1B | $13.2B | ||
| Q2 24 | $1.1B | $13.1B | ||
| Q1 24 | $1.1B | $13.1B |
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 | $-748.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-750.9M |
| 自由现金流率自由现金流/营收 | — | -258.9% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | 0.99× | -5.88× |
| 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DOCSONIT
| Q4 25 | $60.9M | $-748.0M | ||
| Q3 25 | $93.9M | $229.5M | ||
| Q2 25 | $62.1M | $-598.8M | ||
| Q1 25 | $98.5M | $-148.1M | ||
| Q4 24 | $65.2M | $-573.8M | ||
| Q3 24 | $68.3M | $19.2M | ||
| Q2 24 | $41.2M | $-77.9M | ||
| Q1 24 | $63.9M | $-297.1M |
自由现金流DOCSONIT
| Q4 25 | — | $-750.9M | ||
| Q3 25 | — | $228.8M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $-148.4M | ||
| Q4 24 | — | $-574.6M | ||
| Q3 24 | — | $19.1M | ||
| Q2 24 | — | $-78.0M | ||
| Q1 24 | — | $-297.2M |
自由现金流率DOCSONIT
| Q4 25 | — | -258.9% | ||
| Q3 25 | — | 81.6% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -59.4% | ||
| Q4 24 | — | -255.6% | ||
| Q3 24 | — | 7.2% | ||
| Q2 24 | — | -31.7% | ||
| Q1 24 | — | -124.3% |
资本支出强度DOCSONIT
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | 0.0% | 0.1% | ||
| Q4 24 | 0.0% | 0.4% | ||
| Q3 24 | 0.0% | 0.0% | ||
| Q2 24 | 0.0% | 0.0% | ||
| Q1 24 | 0.0% | 0.0% |
现金转化率DOCSONIT
| Q4 25 | 0.99× | -5.88× | ||
| Q3 25 | 1.51× | 12.27× | ||
| Q2 25 | 1.16× | -27.85× | ||
| Q1 25 | 1.58× | -6.70× | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | 0.90× | ||
| Q2 24 | 1.00× | -7.42× | ||
| Q1 24 | 1.57× | -9.87× |
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% |
ONIT
暂无分部数据
