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Doximity, Inc.（DOCS）与OCTAVE SPECIALTY GROUP INC（OSG）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OCTAVE SPECIALTY GROUP INC的1.8倍（$185.1M vs $104.2M），Doximity, Inc.净利率更高（33.3% vs -6.6%，领先39.8%），OCTAVE SPECIALTY GROUP INC同比增速更快（66.0% vs 9.8%），过去两年OCTAVE SPECIALTY GROUP INC的营收复合增速更高（42.9% 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。
奥克塔夫专业集团是一家专业保险控股企业，主营定制化财产与意外伤害保险产品，核心业务聚焦超额剩余保险领域，为北美地区的商业及个人客户提供定制化风险保障解决方案。
DOCS vs OSG — 直观对比
营收规模更大
DOCS
是对方的1.8倍
$104.2M
营收增速更快
OSG
高出56.2%
9.8%
净利率更高
DOCS
高出39.8%
-6.6%
两年增速更快
OSG
近两年复合增速
25.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $104.2M |
| 净利润 | $61.6M | $-6.9M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | — |
| 净利率 | 33.3% | -6.6% |
| 营收同比 | 9.8% | 66.0% |
| 净利润同比 | -18.1% | — |
| 每股收益（稀释后） | $0.31 | $-0.13 |
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DOCSOSG
| Q1 26 | — | $104.2M | ||
| Q4 25 | $185.1M | $66.9M | ||
| Q3 25 | $168.5M | $66.6M | ||
| Q2 25 | $145.9M | $55.0M | ||
| Q1 25 | $138.3M | $62.8M | ||
| Q4 24 | $168.6M | $65.2M | ||
| Q3 24 | $136.8M | $70.0M | ||
| Q2 24 | $126.7M | $51.0M |
净利润DOCSOSG
| Q1 26 | — | $-6.9M | ||
| Q4 25 | $61.6M | $-29.7M | ||
| Q3 25 | $62.1M | $-112.6M | ||
| Q2 25 | $53.3M | $-72.7M | ||
| Q1 25 | $62.5M | $-44.7M | ||
| Q4 24 | $75.2M | $-20.9M | ||
| Q3 24 | $44.2M | $-27.5M | ||
| Q2 24 | $41.4M | $-750.0K |
毛利率DOCSOSG
| Q1 26 | — | — | ||
| 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% | — |
营业利润率DOCSOSG
| Q1 26 | — | — | ||
| Q4 25 | 38.9% | -76.7% | ||
| Q3 25 | 37.8% | -48.2% | ||
| Q2 25 | 37.4% | -41.8% | ||
| Q1 25 | 35.2% | -24.1% | ||
| Q4 24 | 47.4% | -55.5% | ||
| Q3 24 | 38.8% | -29.7% | ||
| Q2 24 | 36.4% | -28.9% |
净利率DOCSOSG
| Q1 26 | — | -6.6% | ||
| Q4 25 | 33.3% | -73.8% | ||
| Q3 25 | 36.8% | -169.1% | ||
| Q2 25 | 36.5% | -132.3% | ||
| Q1 25 | 45.2% | -71.3% | ||
| Q4 24 | 44.6% | -55.1% | ||
| Q3 24 | 32.3% | -39.3% | ||
| Q2 24 | 32.7% | -1.5% |
每股收益（稀释后）DOCSOSG
| Q1 26 | — | $-0.13 | ||
| Q4 25 | $0.31 | $-0.82 | ||
| Q3 25 | $0.31 | $-2.35 | ||
| Q2 25 | $0.27 | $-1.54 | ||
| Q1 25 | $0.31 | $-1.22 | ||
| Q4 24 | $0.37 | $-11.75 | ||
| Q3 24 | $0.22 | $-0.63 | ||
| Q2 24 | $0.21 | $-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 | — |
| 总债务越低越好 | — | $117.1M |
| 股东权益账面价值 | $979.3M | $833.6M |
| 总资产 | $1.2B | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.14× |
8季度趋势，按日历期对齐
现金及短期投资DOCSOSG
| Q1 26 | — | — | ||
| Q4 25 | $64.8M | $146.4M | ||
| Q3 25 | $169.2M | $27.5M | ||
| Q2 25 | $137.3M | $22.5M | ||
| Q1 25 | $209.6M | $34.1M | ||
| Q4 24 | $165.3M | $157.2M | ||
| Q3 24 | $184.2M | $40.8M | ||
| Q2 24 | $111.4M | $14.6M |
总债务DOCSOSG
| Q1 26 | — | $117.1M | ||
| Q4 25 | — | $117.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $518.0M | ||
| Q2 24 | — | $515.0M |
股东权益DOCSOSG
| Q1 26 | — | $833.6M | ||
| Q4 25 | $979.3M | $715.8M | ||
| Q3 25 | $1.1B | $843.4M | ||
| Q2 25 | $1.0B | $859.8M | ||
| Q1 25 | $1.1B | $852.2M | ||
| Q4 24 | $1.0B | $798.4M | ||
| Q3 24 | $961.2M | $1.5B | ||
| Q2 24 | $913.6M | $1.4B |
总资产DOCSOSG
| Q1 26 | — | $2.3B | ||
| Q4 25 | $1.2B | $2.2B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.2B | $8.5B | ||
| Q1 25 | $1.3B | $8.3B | ||
| Q4 24 | $1.2B | $8.1B | ||
| Q3 24 | $1.1B | $9.3B | ||
| Q2 24 | $1.1B | $8.2B |
负债/权益比DOCSOSG
| Q1 26 | — | 0.14× | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.35× | ||
| Q2 24 | — | 0.38× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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DOCSOSG
| Q1 26 | — | — | ||
| Q4 25 | $60.9M | $-52.3M | ||
| Q3 25 | $93.9M | $-41.2M | ||
| Q2 25 | $62.1M | $2.1M | ||
| Q1 25 | $98.5M | $-12.6M | ||
| Q4 24 | $65.2M | $762.0K | ||
| Q3 24 | $68.3M | $48.9M | ||
| Q2 24 | $41.2M | $20.4M |
资本支出强度DOCSOSG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — |
现金转化率DOCSOSG
| Q1 26 | — | — | ||
| 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× | — |
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% |
OSG
| Commissions | $68.2M | 65% |
| Other | $20.6M | 20% |
| Servicing and other fees | $9.4M | 9% |
| Program fees | $3.6M | 3% |
| Investment income | $2.4M | 2% |
