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Doximity, Inc.（DOCS）与Organogenesis Holdings Inc.（ORGO）财务数据对比。点击上方公司名可切换其他公司
Organogenesis Holdings Inc.的季度营收约是Doximity, Inc.的1.2倍（$225.6M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 19.4%，领先13.9%），Organogenesis Holdings Inc.同比增速更快（78.1% vs 9.8%），过去两年Organogenesis Holdings Inc.的营收复合增速更高（43.2% vs 25.2%）
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。
Organogenesis Holdings Inc.是一家领先的再生医学企业，专注于开发、生产用于伤口护理、外科修复、运动医学和皮肤病领域的先进治疗产品，主要服务美国及部分国际市场的医疗机构与患者，提供经临床验证的医疗解决方案。
DOCS vs ORGO — 直观对比
营收规模更大
ORGO
是对方的1.2倍
$185.1M
营收增速更快
ORGO
高出68.4%
9.8%
净利率更高
DOCS
高出13.9%
19.4%
两年增速更快
ORGO
近两年复合增速
25.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $225.6M |
| 净利润 | $61.6M | $43.7M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | 28.1% |
| 净利率 | 33.3% | 19.4% |
| 营收同比 | 9.8% | 78.1% |
| 净利润同比 | -18.1% | 469.5% |
| 每股收益（稀释后） | $0.31 | $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DOCSORGO
| Q4 25 | $185.1M | $225.6M | ||
| Q3 25 | $168.5M | $150.9M | ||
| Q2 25 | $145.9M | $101.0M | ||
| Q1 25 | $138.3M | $86.7M | ||
| Q4 24 | $168.6M | $126.7M | ||
| Q3 24 | $136.8M | $115.2M | ||
| Q2 24 | $126.7M | $130.2M | ||
| Q1 24 | $118.1M | $110.0M |
净利润DOCSORGO
| Q4 25 | $61.6M | $43.7M | ||
| Q3 25 | $62.1M | $21.6M | ||
| Q2 25 | $53.3M | $-9.4M | ||
| Q1 25 | $62.5M | $-18.8M | ||
| Q4 24 | $75.2M | $7.7M | ||
| Q3 24 | $44.2M | $12.3M | ||
| Q2 24 | $41.4M | $-17.0M | ||
| Q1 24 | $40.6M | $-2.1M |
毛利率DOCSORGO
| Q4 25 | 89.9% | — | ||
| Q3 25 | 90.3% | — | ||
| Q2 25 | 89.2% | — | ||
| Q1 25 | 89.5% | 72.6% | ||
| Q4 24 | 91.6% | 75.5% | ||
| Q3 24 | 90.0% | 76.7% | ||
| Q2 24 | 89.3% | 77.6% | ||
| Q1 24 | 89.4% | 73.9% |
营业利润率DOCSORGO
| Q4 25 | 38.9% | 28.1% | ||
| Q3 25 | 37.8% | 13.7% | ||
| Q2 25 | 37.4% | -12.5% | ||
| Q1 25 | 35.2% | -30.9% | ||
| Q4 24 | 47.4% | 8.1% | ||
| Q3 24 | 38.8% | 5.4% | ||
| Q2 24 | 36.4% | -10.7% | ||
| Q1 24 | 35.5% | -3.5% |
净利率DOCSORGO
| Q4 25 | 33.3% | 19.4% | ||
| Q3 25 | 36.8% | 14.3% | ||
| Q2 25 | 36.5% | -9.3% | ||
| Q1 25 | 45.2% | -21.7% | ||
| Q4 24 | 44.6% | 6.1% | ||
| Q3 24 | 32.3% | 10.7% | ||
| Q2 24 | 32.7% | -13.1% | ||
| Q1 24 | 34.4% | -1.9% |
每股收益（稀释后）DOCSORGO
| Q4 25 | $0.31 | $0.31 | ||
| Q3 25 | $0.31 | $0.11 | ||
| Q2 25 | $0.27 | $-0.10 | ||
| Q1 25 | $0.31 | $-0.17 | ||
| Q4 24 | $0.37 | $0.05 | ||
| Q3 24 | $0.22 | $0.09 | ||
| Q2 24 | $0.21 | $-0.13 | ||
| Q1 24 | $0.20 | $-0.02 |
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 | $93.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $300.1M |
| 总资产 | $1.2B | $598.7M |
| 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DOCSORGO
| Q4 25 | $64.8M | $93.7M | ||
| Q3 25 | $169.2M | $63.7M | ||
| Q2 25 | $137.3M | $73.1M | ||
| Q1 25 | $209.6M | $110.0M | ||
| Q4 24 | $165.3M | $135.6M | ||
| Q3 24 | $184.2M | $94.3M | ||
| Q2 24 | $111.4M | $89.9M | ||
| Q1 24 | $96.8M | $88.6M |
总债务DOCSORGO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $62.3M | ||
| Q2 24 | — | $63.8M | ||
| Q1 24 | — | $65.2M |
股东权益DOCSORGO
| Q4 25 | $979.3M | $300.1M | ||
| Q3 25 | $1.1B | $255.1M | ||
| Q2 25 | $1.0B | $233.2M | ||
| Q1 25 | $1.1B | $242.9M | ||
| Q4 24 | $1.0B | $262.9M | ||
| Q3 24 | $961.2M | $278.5M | ||
| Q2 24 | $913.6M | $263.5M | ||
| Q1 24 | $901.4M | $278.0M |
总资产DOCSORGO
| Q4 25 | $1.2B | $598.7M | ||
| Q3 25 | $1.3B | $509.8M | ||
| Q2 25 | $1.2B | $461.1M | ||
| Q1 25 | $1.3B | $467.4M | ||
| Q4 24 | $1.2B | $497.9M | ||
| Q3 24 | $1.1B | $446.3M | ||
| Q2 24 | $1.1B | $443.2M | ||
| Q1 24 | $1.1B | $458.5M |
负债/权益比DOCSORGO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.22× | ||
| Q2 24 | — | 0.24× | ||
| Q1 24 | — | 0.23× |
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 | $39.4M |
| 自由现金流经营现金流 - 资本支出 | — | $34.8M |
| 自由现金流率自由现金流/营收 | — | 15.4% |
| 资本支出强度资本支出/营收 | — | 2.1% |
| 现金转化率经营现金流/净利润 | 0.99× | 0.90× |
| 过去12个月自由现金流最近4个季度 | — | $-24.5M |
8季度趋势，按日历期对齐
经营现金流DOCSORGO
| Q4 25 | $60.9M | $39.4M | ||
| Q3 25 | $93.9M | $3.1M | ||
| Q2 25 | $62.1M | $-32.9M | ||
| Q1 25 | $98.5M | $-19.9M | ||
| Q4 24 | $65.2M | $10.9M | ||
| Q3 24 | $68.3M | $8.7M | ||
| Q2 24 | $41.2M | $4.7M | ||
| Q1 24 | $63.9M | $-10.2M |
自由现金流DOCSORGO
| Q4 25 | — | $34.8M | ||
| Q3 25 | — | $844.0K | ||
| Q2 25 | — | $-36.5M | ||
| Q1 25 | — | $-23.6M | ||
| Q4 24 | — | $7.6M | ||
| Q3 24 | — | $6.1M | ||
| Q2 24 | — | $2.9M | ||
| Q1 24 | — | $-12.4M |
自由现金流率DOCSORGO
| Q4 25 | — | 15.4% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | -36.1% | ||
| Q1 25 | — | -27.2% | ||
| Q4 24 | — | 6.0% | ||
| Q3 24 | — | 5.3% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | — | -11.3% |
资本支出强度DOCSORGO
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | 0.0% | 4.2% | ||
| Q4 24 | 0.0% | 2.7% | ||
| Q3 24 | 0.0% | 2.2% | ||
| Q2 24 | 0.0% | 1.4% | ||
| Q1 24 | 0.0% | 2.0% |
现金转化率DOCSORGO
| Q4 25 | 0.99× | 0.90× | ||
| Q3 25 | 1.51× | 0.14× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | 1.43× | ||
| Q3 24 | 1.55× | 0.71× | ||
| 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% |
ORGO
暂无分部数据
