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Doximity, Inc.（DOCS）与Ranpak Holdings Corp.（PACK）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Ranpak Holdings Corp.的2.0倍（$185.1M vs $93.7M），Doximity, Inc.同比增速更快（9.8% vs 2.3%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 13.7%）
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。
Ranpak Holdings Corp.主营生产防护纸质包装设备与纸制品，可为电商及各行业货品运输提供纸质缓冲包装方案，同时也供应自动化包装解决方案。公司总部位于美国俄亥俄州康科德，在美国本土多个州、捷克、荷兰、中国上海及新加坡均设有生产基地与办公室，产品可用于包裹缠绕、缓冲填隙、冷链运输等多种场景。
DOCS vs PACK — 直观对比
营收规模更大
DOCS
是对方的2.0倍
$93.7M
营收增速更快
DOCS
高出7.5%
2.3%
两年增速更快
DOCS
近两年复合增速
13.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $93.7M |
| 净利润 | $61.6M | — |
| 毛利率 | 89.9% | 39.0% |
| 营业利润率 | 38.9% | -1.0% |
| 净利率 | 33.3% | — |
| 营收同比 | 9.8% | 2.3% |
| 净利润同比 | -18.1% | — |
| 每股收益（稀释后） | $0.31 | $-0.11 |
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DOCSPACK
| Q4 25 | $185.1M | $93.7M | ||
| Q3 25 | $168.5M | $83.6M | ||
| Q2 25 | $145.9M | $77.8M | ||
| Q1 25 | $138.3M | $77.6M | ||
| Q4 24 | $168.6M | $91.6M | ||
| Q3 24 | $136.8M | $78.6M | ||
| Q2 24 | $126.7M | $72.8M | ||
| Q1 24 | $118.1M | $72.5M |
净利润DOCSPACK
| Q4 25 | $61.6M | — | ||
| Q3 25 | $62.1M | $-10.4M | ||
| Q2 25 | $53.3M | $-7.5M | ||
| Q1 25 | $62.5M | $-10.9M | ||
| Q4 24 | $75.2M | — | ||
| Q3 24 | $44.2M | $-8.1M | ||
| Q2 24 | $41.4M | $5.5M | ||
| Q1 24 | $40.6M | $-8.1M |
毛利率DOCSPACK
| Q4 25 | 89.9% | 39.0% | ||
| Q3 25 | 90.3% | 41.1% | ||
| Q2 25 | 89.2% | 37.1% | ||
| Q1 25 | 89.5% | 39.8% | ||
| Q4 24 | 91.6% | 45.2% | ||
| Q3 24 | 90.0% | 43.8% | ||
| Q2 24 | 89.3% | 43.5% | ||
| Q1 24 | 89.4% | 44.6% |
营业利润率DOCSPACK
| Q4 25 | 38.9% | -1.0% | ||
| Q3 25 | 37.8% | -6.8% | ||
| Q2 25 | 37.4% | -12.5% | ||
| Q1 25 | 35.2% | -10.3% | ||
| Q4 24 | 47.4% | 1.5% | ||
| Q3 24 | 38.8% | -5.3% | ||
| Q2 24 | 36.4% | -7.1% | ||
| Q1 24 | 35.5% | -6.6% |
净利率DOCSPACK
| Q4 25 | 33.3% | — | ||
| Q3 25 | 36.8% | -12.4% | ||
| Q2 25 | 36.5% | -9.6% | ||
| Q1 25 | 45.2% | -14.0% | ||
| Q4 24 | 44.6% | — | ||
| Q3 24 | 32.3% | -10.3% | ||
| Q2 24 | 32.7% | 7.6% | ||
| Q1 24 | 34.4% | -11.2% |
每股收益（稀释后）DOCSPACK
| Q4 25 | $0.31 | $-0.11 | ||
| Q3 25 | $0.31 | $-0.12 | ||
| Q2 25 | $0.27 | $-0.09 | ||
| Q1 25 | $0.31 | $-0.13 | ||
| Q4 24 | $0.37 | $-0.13 | ||
| Q3 24 | $0.22 | $-0.10 | ||
| Q2 24 | $0.21 | $0.07 | ||
| Q1 24 | $0.20 | $-0.10 |
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 | $63.0M |
| 总债务越低越好 | — | $401.9M |
| 股东权益账面价值 | $979.3M | $534.9M |
| 总资产 | $1.2B | $1.1B |
| 负债/权益比越低杠杆越低 | — | 0.75× |
8季度趋势，按日历期对齐
现金及短期投资DOCSPACK
| Q4 25 | $64.8M | $63.0M | ||
| Q3 25 | $169.2M | $49.9M | ||
| Q2 25 | $137.3M | $49.2M | ||
| Q1 25 | $209.6M | $65.5M | ||
| Q4 24 | $165.3M | $76.1M | ||
| Q3 24 | $184.2M | $69.5M | ||
| Q2 24 | $111.4M | $65.1M | ||
| Q1 24 | $96.8M | $55.1M |
总债务DOCSPACK
| Q4 25 | — | $401.9M | ||
| Q3 25 | — | $403.1M | ||
| Q2 25 | — | $403.1M | ||
| Q1 25 | — | $405.2M | ||
| Q4 24 | — | $406.4M | ||
| Q3 24 | — | $403.2M | ||
| Q2 24 | — | $396.1M | ||
| Q1 24 | — | $396.7M |
股东权益DOCSPACK
| Q4 25 | $979.3M | $534.9M | ||
| Q3 25 | $1.1B | $537.8M | ||
| Q2 25 | $1.0B | $539.0M | ||
| Q1 25 | $1.1B | $544.1M | ||
| Q4 24 | $1.0B | $548.1M | ||
| Q3 24 | $961.2M | $564.3M | ||
| Q2 24 | $913.6M | $566.2M | ||
| Q1 24 | $901.4M | $560.0M |
总资产DOCSPACK
| Q4 25 | $1.2B | $1.1B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.1B | $1.1B |
负债/权益比DOCSPACK
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.75× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | — | 0.74× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.71× | ||
| Q2 24 | — | 0.70× | ||
| Q1 24 | — | 0.71× |
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 | $19.5M |
| 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DOCSPACK
| Q4 25 | $60.9M | $19.5M | ||
| Q3 25 | $93.9M | $8.5M | ||
| Q2 25 | $62.1M | $-3.6M | ||
| Q1 25 | $98.5M | $-1.3M | ||
| Q4 24 | $65.2M | $6.5M | ||
| Q3 24 | $68.3M | $10.1M | ||
| Q2 24 | $41.2M | $19.6M | ||
| Q1 24 | $63.9M | $5.2M |
资本支出强度DOCSPACK
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 0.0% | — |
现金转化率DOCSPACK
| 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× | 3.56× | ||
| 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% |
PACK
| Other | $47.9M | 51% |
| Europe And Asia Segment | $45.8M | 49% |
