vs
Doximity, Inc.（DOCS）与OPKO HEALTH, INC.（OPK）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OPKO HEALTH, INC.的1.2倍（$185.1M vs $148.5M），Doximity, Inc.净利率更高（33.3% vs -21.1%，领先54.3%），Doximity, Inc.同比增速更快（9.8% vs -19.2%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -7.5%）
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。
OPKO Health是一家聚焦诊断与医药领域的医疗企业，核心业务涵盖医疗检测与药品研发生产，在纳斯达克和特拉维夫证券交易所挂牌上市，股票代码为OPK。
DOCS vs OPK — 直观对比
营收规模更大
DOCS
是对方的1.2倍
$148.5M
营收增速更快
DOCS
高出28.9%
-19.2%
净利率更高
DOCS
高出54.3%
-21.1%
两年增速更快
DOCS
近两年复合增速
-7.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $148.5M |
| 净利润 | $61.6M | $-31.3M |
| 毛利率 | 89.9% | 43.1% |
| 营业利润率 | 38.9% | -25.8% |
| 净利率 | 33.3% | -21.1% |
| 营收同比 | 9.8% | -19.2% |
| 净利润同比 | -18.1% | -322.8% |
| 每股收益（稀释后） | $0.31 | $-0.04 |
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DOCSOPK
| Q4 25 | $185.1M | $148.5M | ||
| Q3 25 | $168.5M | $151.7M | ||
| Q2 25 | $145.9M | $156.8M | ||
| Q1 25 | $138.3M | $150.0M | ||
| Q4 24 | $168.6M | $183.6M | ||
| Q3 24 | $136.8M | $173.6M | ||
| Q2 24 | $126.7M | $182.2M | ||
| Q1 24 | $118.1M | $173.7M |
净利润DOCSOPK
| Q4 25 | $61.6M | $-31.3M | ||
| Q3 25 | $62.1M | $21.6M | ||
| Q2 25 | $53.3M | $-148.4M | ||
| Q1 25 | $62.5M | $-67.6M | ||
| Q4 24 | $75.2M | $14.0M | ||
| Q3 24 | $44.2M | $24.9M | ||
| Q2 24 | $41.4M | $-10.3M | ||
| Q1 24 | $40.6M | $-81.8M |
毛利率DOCSOPK
| Q4 25 | 89.9% | 43.1% | ||
| Q3 25 | 90.3% | 32.9% | ||
| Q2 25 | 89.2% | 31.5% | ||
| Q1 25 | 89.5% | 28.4% | ||
| Q4 24 | 91.6% | 46.1% | ||
| Q3 24 | 90.0% | 23.1% | ||
| Q2 24 | 89.3% | 28.4% | ||
| Q1 24 | 89.4% | 24.2% |
营业利润率DOCSOPK
| Q4 25 | 38.9% | -25.8% | ||
| Q3 25 | 37.8% | 31.7% | ||
| Q2 25 | 37.4% | -38.3% | ||
| Q1 25 | 35.2% | -44.8% | ||
| Q4 24 | 47.4% | -18.0% | ||
| Q3 24 | 38.8% | 8.2% | ||
| Q2 24 | 36.4% | -33.9% | ||
| Q1 24 | 35.5% | -41.2% |
净利率DOCSOPK
| Q4 25 | 33.3% | -21.1% | ||
| Q3 25 | 36.8% | 14.3% | ||
| Q2 25 | 36.5% | -94.7% | ||
| Q1 25 | 45.2% | -45.1% | ||
| Q4 24 | 44.6% | 7.6% | ||
| Q3 24 | 32.3% | 14.3% | ||
| Q2 24 | 32.7% | -5.7% | ||
| Q1 24 | 34.4% | -47.1% |
每股收益（稀释后）DOCSOPK
| Q4 25 | $0.31 | $-0.04 | ||
| Q3 25 | $0.31 | $0.03 | ||
| Q2 25 | $0.27 | $-0.19 | ||
| Q1 25 | $0.31 | $-0.10 | ||
| Q4 24 | $0.37 | $0.02 | ||
| Q3 24 | $0.22 | $0.03 | ||
| Q2 24 | $0.21 | $-0.01 | ||
| Q1 24 | $0.20 | $-0.12 |
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 | $364.4M |
| 总债务越低越好 | — | $344.0M |
| 股东权益账面价值 | $979.3M | $1.3B |
| 总资产 | $1.2B | $1.9B |
| 负债/权益比越低杠杆越低 | — | 0.27× |
8季度趋势，按日历期对齐
现金及短期投资DOCSOPK
| Q4 25 | $64.8M | $364.4M | ||
| Q3 25 | $169.2M | $412.0M | ||
| Q2 25 | $137.3M | $267.3M | ||
| Q1 25 | $209.6M | $428.8M | ||
| Q4 24 | $165.3M | $426.6M | ||
| Q3 24 | $184.2M | $400.1M | ||
| Q2 24 | $111.4M | $40.6M | ||
| Q1 24 | $96.8M | $75.6M |
总债务DOCSOPK
| Q4 25 | — | $344.0M | ||
| Q3 25 | — | $344.2M | ||
| Q2 25 | — | $343.3M | ||
| Q1 25 | — | $439.2M | ||
| Q4 24 | — | $437.2M | ||
| Q3 24 | — | $441.0M | ||
| Q2 24 | — | $201.9M | ||
| Q1 24 | — | $350.1M |
股东权益DOCSOPK
| Q4 25 | $979.3M | $1.3B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $961.2M | $1.4B | ||
| Q2 24 | $913.6M | $1.4B | ||
| Q1 24 | $901.4M | $1.3B |
总资产DOCSOPK
| Q4 25 | $1.2B | $1.9B | ||
| Q3 25 | $1.3B | $2.0B | ||
| Q2 25 | $1.2B | $2.0B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | $1.2B | $2.2B | ||
| Q3 24 | $1.1B | $2.3B | ||
| Q2 24 | $1.1B | $2.0B | ||
| Q1 24 | $1.1B | $2.0B |
负债/权益比DOCSOPK
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.31× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.28× |
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 | $-25.9M |
| 自由现金流经营现金流 - 资本支出 | — | $-28.6M |
| 自由现金流率自由现金流/营收 | — | -19.3% |
| 资本支出强度资本支出/营收 | — | 1.8% |
| 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 | — | $-190.8M |
8季度趋势，按日历期对齐
经营现金流DOCSOPK
| Q4 25 | $60.9M | $-25.9M | ||
| Q3 25 | $93.9M | $-34.6M | ||
| Q2 25 | $62.1M | $-83.4M | ||
| Q1 25 | $98.5M | $-34.6M | ||
| Q4 24 | $65.2M | $-44.4M | ||
| Q3 24 | $68.3M | $-77.1M | ||
| Q2 24 | $41.2M | $-26.4M | ||
| Q1 24 | $63.9M | $-35.6M |
自由现金流DOCSOPK
| Q4 25 | — | $-28.6M | ||
| Q3 25 | — | $-37.8M | ||
| Q2 25 | — | $-86.7M | ||
| Q1 25 | — | $-37.7M | ||
| Q4 24 | — | $-49.8M | ||
| Q3 24 | — | $-85.0M | ||
| Q2 24 | — | $-33.7M | ||
| Q1 24 | — | $-40.0M |
自由现金流率DOCSOPK
| Q4 25 | — | -19.3% | ||
| Q3 25 | — | -24.9% | ||
| Q2 25 | — | -55.3% | ||
| Q1 25 | — | -25.2% | ||
| Q4 24 | — | -27.1% | ||
| Q3 24 | — | -49.0% | ||
| Q2 24 | — | -18.5% | ||
| Q1 24 | — | -23.0% |
资本支出强度DOCSOPK
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | 0.0% | 2.1% | ||
| Q4 24 | 0.0% | 2.9% | ||
| Q3 24 | 0.0% | 4.6% | ||
| Q2 24 | 0.0% | 4.0% | ||
| Q1 24 | 0.0% | 2.6% |
现金转化率DOCSOPK
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | -1.60× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | -3.17× | ||
| Q3 24 | 1.55× | -3.10× | ||
| 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% |
OPK
| Services | $71.1M | 48% |
| Transfer Of Intellectual Property And Other | $33.7M | 23% |
| IE | $22.1M | 15% |
| Rayaldee | $8.8M | 6% |
| Barda Agreement | $6.8M | 5% |
| MX | $6.3M | 4% |
