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Doximity, Inc.（DOCS）与Offerpad Solutions Inc.（OPAD）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Offerpad Solutions Inc.的1.6倍（$185.1M vs $114.1M），Doximity, Inc.同比增速更快（9.8% vs -34.5%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -36.8%）
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。
Offerpad Solutions Inc是美国知名房地产科技企业，专注于简化住宅房产交易流程，采用iBuyer模式直接向卖家收购房屋，完成翻新后挂牌出售，同时提供按揭、产权服务、灵活搬迁方案等配套服务，业务覆盖美国数十个州。
DOCS vs OPAD — 直观对比
营收规模更大
DOCS
是对方的1.6倍
$114.1M
营收增速更快
DOCS
高出44.3%
-34.5%
两年增速更快
DOCS
近两年复合增速
-36.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $114.1M |
| 净利润 | $61.6M | — |
| 毛利率 | 89.9% | 7.0% |
| 营业利润率 | 38.9% | — |
| 净利率 | 33.3% | — |
| 营收同比 | 9.8% | -34.5% |
| 净利润同比 | -18.1% | 49.1% |
| 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DOCSOPAD
| Q4 25 | $185.1M | $114.1M | ||
| Q3 25 | $168.5M | $132.7M | ||
| Q2 25 | $145.9M | $160.3M | ||
| Q1 25 | $138.3M | $160.7M | ||
| Q4 24 | $168.6M | $174.3M | ||
| Q3 24 | $136.8M | $208.1M | ||
| Q2 24 | $126.7M | $251.1M | ||
| Q1 24 | $118.1M | $285.4M |
净利润DOCSOPAD
| Q4 25 | $61.6M | — | ||
| Q3 25 | $62.1M | $-11.6M | ||
| Q2 25 | $53.3M | $-10.9M | ||
| Q1 25 | $62.5M | $-15.1M | ||
| Q4 24 | $75.2M | $-17.3M | ||
| Q3 24 | $44.2M | $-13.5M | ||
| Q2 24 | $41.4M | $-13.8M | ||
| Q1 24 | $40.6M | $-17.5M |
毛利率DOCSOPAD
| Q4 25 | 89.9% | 7.0% | ||
| Q3 25 | 90.3% | 7.0% | ||
| Q2 25 | 89.2% | 8.9% | ||
| Q1 25 | 89.5% | 6.5% | ||
| Q4 24 | 91.6% | 6.1% | ||
| Q3 24 | 90.0% | 8.2% | ||
| Q2 24 | 89.3% | 8.7% | ||
| Q1 24 | 89.4% | 7.9% |
营业利润率DOCSOPAD
| Q4 25 | 38.9% | — | ||
| Q3 25 | 37.8% | -5.1% | ||
| Q2 25 | 37.4% | -4.9% | ||
| Q1 25 | 35.2% | -7.2% | ||
| Q4 24 | 47.4% | -7.8% | ||
| Q3 24 | 38.8% | -4.3% | ||
| Q2 24 | 36.4% | -3.9% | ||
| Q1 24 | 35.5% | -4.8% |
净利率DOCSOPAD
| Q4 25 | 33.3% | — | ||
| Q3 25 | 36.8% | -8.7% | ||
| Q2 25 | 36.5% | -6.8% | ||
| Q1 25 | 45.2% | -9.4% | ||
| Q4 24 | 44.6% | -9.9% | ||
| Q3 24 | 32.3% | -6.5% | ||
| Q2 24 | 32.7% | -5.5% | ||
| Q1 24 | 34.4% | -6.1% |
每股收益（稀释后）DOCSOPAD
| Q4 25 | $0.31 | — | ||
| Q3 25 | $0.31 | $-0.37 | ||
| Q2 25 | $0.27 | $-0.39 | ||
| Q1 25 | $0.31 | $-0.55 | ||
| Q4 24 | $0.37 | $-0.64 | ||
| Q3 24 | $0.22 | $-0.49 | ||
| Q2 24 | $0.21 | $-0.50 | ||
| Q1 24 | $0.20 | $-0.64 |
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 | $26.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $38.2M |
| 总资产 | $1.2B | $154.8M |
| 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DOCSOPAD
| Q4 25 | $64.8M | $26.5M | ||
| Q3 25 | $169.2M | $31.0M | ||
| Q2 25 | $137.3M | $22.6M | ||
| Q1 25 | $209.6M | $30.8M | ||
| Q4 24 | $165.3M | $43.0M | ||
| Q3 24 | $184.2M | $48.5M | ||
| Q2 24 | $111.4M | $56.9M | ||
| Q1 24 | $96.8M | $68.5M |
股东权益DOCSOPAD
| Q4 25 | $979.3M | $38.2M | ||
| Q3 25 | $1.1B | $39.9M | ||
| Q2 25 | $1.0B | $24.5M | ||
| Q1 25 | $1.1B | $34.2M | ||
| Q4 24 | $1.0B | $47.7M | ||
| Q3 24 | $961.2M | $64.7M | ||
| Q2 24 | $913.6M | $77.6M | ||
| Q1 24 | $901.4M | $88.1M |
总资产DOCSOPAD
| Q4 25 | $1.2B | $154.8M | ||
| Q3 25 | $1.3B | $223.5M | ||
| Q2 25 | $1.2B | $268.0M | ||
| Q1 25 | $1.3B | $274.5M | ||
| Q4 24 | $1.2B | $313.1M | ||
| Q3 24 | $1.1B | $338.5M | ||
| Q2 24 | $1.1B | $406.6M | ||
| Q1 24 | $1.1B | $369.7M |
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 | $66.8M |
| 自由现金流经营现金流 - 资本支出 | — | $65.7M |
| 自由现金流率自由现金流/营收 | — | 57.6% |
| 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× | — |
| 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DOCSOPAD
| Q4 25 | $60.9M | $66.8M | ||
| Q3 25 | $93.9M | $40.0M | ||
| Q2 25 | $62.1M | $-13.5M | ||
| Q1 25 | $98.5M | $-10.2M | ||
| Q4 24 | $65.2M | $20.8M | ||
| Q3 24 | $68.3M | $39.6M | ||
| Q2 24 | $41.2M | $-54.4M | ||
| Q1 24 | $63.9M | $2.4M |
自由现金流DOCSOPAD
| Q4 25 | — | $65.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $-13.6M | ||
| Q1 25 | — | $-11.2M | ||
| Q4 24 | — | $15.4M | ||
| Q3 24 | — | $38.7M | ||
| Q2 24 | — | $-54.4M | ||
| Q1 24 | — | $2.0M |
自由现金流率DOCSOPAD
| Q4 25 | — | 57.6% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -8.5% | ||
| Q1 25 | — | -7.0% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | — | 18.6% | ||
| Q2 24 | — | -21.7% | ||
| Q1 24 | — | 0.7% |
资本支出强度DOCSOPAD
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | 0.0% | 0.6% | ||
| Q4 24 | 0.0% | 3.1% | ||
| Q3 24 | 0.0% | 0.4% | ||
| Q2 24 | 0.0% | 0.0% | ||
| Q1 24 | 0.0% | 0.1% |
现金转化率DOCSOPAD
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | — | ||
| 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% |
OPAD
暂无分部数据
