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Doximity, Inc.（DOCS）与POTLATCHDELTIC CORP（PCH）财务数据对比。点击上方公司名可切换其他公司
POTLATCHDELTIC CORP的季度营收约是Doximity, Inc.的1.7倍（$314.2M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 8.2%，领先25.0%），POTLATCHDELTIC CORP同比增速更快（23.1% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 11.1%）
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。
PotlatchDeltic是一家总部位于美国华盛顿州斯波坎的多元化林产品企业，业务覆盖林木培育、木材加工及相关林制品的生产与供应，在林业资源管理和产品研发领域拥有成熟的运营体系，为建筑、家居等多个下游行业提供优质原材料与产品解决方案。
DOCS vs PCH — 直观对比
营收规模更大
PCH
是对方的1.7倍
$185.1M
营收增速更快
PCH
高出13.4%
9.8%
净利率更高
DOCS
高出25.0%
8.2%
两年增速更快
DOCS
近两年复合增速
11.1%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $314.2M |
| 净利润 | $61.6M | $25.9M |
| 毛利率 | 89.9% | 18.2% |
| 营业利润率 | 38.9% | 11.2% |
| 净利率 | 33.3% | 8.2% |
| 营收同比 | 9.8% | 23.1% |
| 净利润同比 | -18.1% | 682.5% |
| 每股收益（稀释后） | $0.31 | $0.33 |
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DOCSPCH
| Q4 25 | $185.1M | — | ||
| Q3 25 | $168.5M | $314.2M | ||
| Q2 25 | $145.9M | $275.0M | ||
| Q1 25 | $138.3M | $268.3M | ||
| Q4 24 | $168.6M | $258.1M | ||
| Q3 24 | $136.8M | $255.1M | ||
| Q2 24 | $126.7M | $320.7M | ||
| Q1 24 | $118.1M | $228.1M |
净利润DOCSPCH
| Q4 25 | $61.6M | — | ||
| Q3 25 | $62.1M | $25.9M | ||
| Q2 25 | $53.3M | $7.4M | ||
| Q1 25 | $62.5M | $25.8M | ||
| Q4 24 | $75.2M | $5.2M | ||
| Q3 24 | $44.2M | $3.3M | ||
| Q2 24 | $41.4M | $13.7M | ||
| Q1 24 | $40.6M | $-305.0K |
毛利率DOCSPCH
| Q4 25 | 89.9% | — | ||
| Q3 25 | 90.3% | 18.2% | ||
| Q2 25 | 89.2% | 13.0% | ||
| Q1 25 | 89.5% | 17.8% | ||
| Q4 24 | 91.6% | 13.4% | ||
| Q3 24 | 90.0% | 10.8% | ||
| Q2 24 | 89.3% | 11.9% | ||
| Q1 24 | 89.4% | 7.0% |
营业利润率DOCSPCH
| Q4 25 | 38.9% | — | ||
| Q3 25 | 37.8% | 11.2% | ||
| Q2 25 | 37.4% | 5.0% | ||
| Q1 25 | 35.2% | 10.3% | ||
| Q4 24 | 47.4% | 5.2% | ||
| Q3 24 | 38.8% | 2.8% | ||
| Q2 24 | 36.4% | 5.4% | ||
| Q1 24 | 35.5% | -2.1% |
净利率DOCSPCH
| Q4 25 | 33.3% | — | ||
| Q3 25 | 36.8% | 8.2% | ||
| Q2 25 | 36.5% | 2.7% | ||
| Q1 25 | 45.2% | 9.6% | ||
| Q4 24 | 44.6% | 2.0% | ||
| Q3 24 | 32.3% | 1.3% | ||
| Q2 24 | 32.7% | 4.3% | ||
| Q1 24 | 34.4% | -0.1% |
每股收益（稀释后）DOCSPCH
| Q4 25 | $0.31 | — | ||
| Q3 25 | $0.31 | $0.33 | ||
| Q2 25 | $0.27 | $0.09 | ||
| Q1 25 | $0.31 | $0.33 | ||
| Q4 24 | $0.37 | $0.07 | ||
| Q3 24 | $0.22 | $0.04 | ||
| Q2 24 | $0.21 | $0.17 | ||
| Q1 24 | $0.20 | $0.00 |
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 | $88.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $1.9B |
| 总资产 | $1.2B | $3.2B |
| 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DOCSPCH
| Q4 25 | $64.8M | — | ||
| Q3 25 | $169.2M | $88.8M | ||
| Q2 25 | $137.3M | $95.3M | ||
| Q1 25 | $209.6M | $147.5M | ||
| Q4 24 | $165.3M | $151.6M | ||
| Q3 24 | $184.2M | $161.1M | ||
| Q2 24 | $111.4M | $199.7M | ||
| Q1 24 | $96.8M | $180.2M |
总债务DOCSPCH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DOCSPCH
| Q4 25 | $979.3M | — | ||
| Q3 25 | $1.1B | $1.9B | ||
| Q2 25 | $1.0B | $1.9B | ||
| Q1 25 | $1.1B | $2.0B | ||
| Q4 24 | $1.0B | $2.0B | ||
| Q3 24 | $961.2M | $2.1B | ||
| Q2 24 | $913.6M | $2.1B | ||
| Q1 24 | $901.4M | $2.2B |
总资产DOCSPCH
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.3B | $3.2B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | $1.3B | $3.3B | ||
| Q4 24 | $1.2B | $3.3B | ||
| Q3 24 | $1.1B | $3.3B | ||
| Q2 24 | $1.1B | $3.4B | ||
| Q1 24 | $1.1B | $3.4B |
负债/权益比DOCSPCH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.51× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $65.7M |
| 自由现金流经营现金流 - 资本支出 | — | $50.1M |
| 自由现金流率自由现金流/营收 | — | 15.9% |
| 资本支出强度资本支出/营收 | — | 4.9% |
| 现金转化率经营现金流/净利润 | 0.99× | 2.54× |
| 过去12个月自由现金流最近4个季度 | — | $132.4M |
8季度趋势，按日历期对齐
经营现金流DOCSPCH
| Q4 25 | $60.9M | — | ||
| Q3 25 | $93.9M | $65.7M | ||
| Q2 25 | $62.1M | $41.0M | ||
| Q1 25 | $98.5M | $49.1M | ||
| Q4 24 | $65.2M | $45.4M | ||
| Q3 24 | $68.3M | $26.5M | ||
| Q2 24 | $41.2M | $100.6M | ||
| Q1 24 | $63.9M | $16.0M |
自由现金流DOCSPCH
| Q4 25 | — | — | ||
| Q3 25 | — | $50.1M | ||
| Q2 25 | — | $30.6M | ||
| Q1 25 | — | $26.3M | ||
| Q4 24 | — | $25.4M | ||
| Q3 24 | — | $-8.2M | ||
| Q2 24 | — | $72.4M | ||
| Q1 24 | — | $2.0M |
自由现金流率DOCSPCH
| Q4 25 | — | — | ||
| Q3 25 | — | 15.9% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | — | 9.8% | ||
| Q4 24 | — | 9.9% | ||
| Q3 24 | — | -3.2% | ||
| Q2 24 | — | 22.6% | ||
| Q1 24 | — | 0.9% |
资本支出强度DOCSPCH
| Q4 25 | — | — | ||
| Q3 25 | — | 4.9% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | 0.0% | 8.5% | ||
| Q4 24 | 0.0% | 7.7% | ||
| Q3 24 | 0.0% | 13.6% | ||
| Q2 24 | 0.0% | 8.8% | ||
| Q1 24 | 0.0% | 6.1% |
现金转化率DOCSPCH
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | 2.54× | ||
| Q2 25 | 1.16× | 5.58× | ||
| Q1 25 | 1.58× | 1.90× | ||
| Q4 24 | 0.87× | 8.74× | ||
| Q3 24 | 1.55× | 7.99× | ||
| Q2 24 | 1.00× | 7.35× | ||
| 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% |
PCH
| Lumber | $131.8M | 42% |
| Timberlands | $52.5M | 17% |
| Rural Real Estate | $51.3M | 16% |
| Residuals And Panels | $34.0M | 11% |
| Pulpwood | $16.7M | 5% |
| Development Real Estate | $14.6M | 5% |
| Other | $8.1M | 3% |
| Other Products | $5.2M | 2% |
