vs
Doximity, Inc.（DOCS）与Perion Network Ltd.（PERI）财务数据对比。点击上方公司名可切换其他公司
Perion Network Ltd.的季度营收约是Doximity, Inc.的2.0倍（$368.7M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 2.1%，领先31.2%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 16.4%）
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。
佩里昂网络是一家上市广告科技企业，为广告主、代理商、零售商与媒体出版商提供数字广告技术解决方案。其核心服务通过一体化全渠道广告平台Perion One交付，支持互联电视、数字户外、展示广告、视频广告、零售媒体等多渠道多领域的营销活动策划、投放、优化与效果监测。
DOCS vs PERI — 直观对比
营收规模更大
PERI
是对方的2.0倍
$185.1M
净利率更高
DOCS
高出31.2%
2.1%
两年增速更快
DOCS
近两年复合增速
16.4%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $368.7M |
| 净利润 | $61.6M | $7.7M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | 2.0% |
| 净利率 | 33.3% | 2.1% |
| 营收同比 | 9.8% | — |
| 净利润同比 | -18.1% | — |
| 每股收益（稀释后） | $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DOCSPERI
| Q4 25 | $185.1M | — | ||
| Q3 25 | $168.5M | $368.7M | ||
| Q2 25 | $145.9M | $266.5M | ||
| Q1 25 | $138.3M | $157.8M | ||
| Q4 24 | $168.6M | — | ||
| Q3 24 | $136.8M | $508.9M | ||
| Q2 24 | $126.7M | $323.6M | ||
| Q1 24 | $118.1M | $145.2M |
净利润DOCSPERI
| Q4 25 | $61.6M | — | ||
| Q3 25 | $62.1M | $7.7M | ||
| Q2 25 | $53.3M | $5.6M | ||
| Q1 25 | $62.5M | $11.8M | ||
| Q4 24 | $75.2M | — | ||
| Q3 24 | $44.2M | $78.0M | ||
| Q2 24 | $41.4M | $45.2M | ||
| Q1 24 | $40.6M | $23.8M |
毛利率DOCSPERI
| 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% | — | ||
| Q1 24 | 89.4% | — |
营业利润率DOCSPERI
| Q4 25 | 38.9% | — | ||
| Q3 25 | 37.8% | 2.0% | ||
| Q2 25 | 37.4% | -1.7% | ||
| Q1 25 | 35.2% | 5.4% | ||
| Q4 24 | 47.4% | — | ||
| Q3 24 | 38.8% | 15.1% | ||
| Q2 24 | 36.4% | 13.7% | ||
| Q1 24 | 35.5% | 16.9% |
净利率DOCSPERI
| Q4 25 | 33.3% | — | ||
| Q3 25 | 36.8% | 2.1% | ||
| Q2 25 | 36.5% | 2.1% | ||
| Q1 25 | 45.2% | 7.5% | ||
| Q4 24 | 44.6% | — | ||
| Q3 24 | 32.3% | 15.3% | ||
| Q2 24 | 32.7% | 14.0% | ||
| Q1 24 | 34.4% | 16.4% |
每股收益（稀释后）DOCSPERI
| Q4 25 | $0.31 | — | ||
| Q3 25 | $0.31 | — | ||
| Q2 25 | $0.27 | — | ||
| Q1 25 | $0.31 | — | ||
| Q4 24 | $0.37 | — | ||
| Q3 24 | $0.22 | — | ||
| Q2 24 | $0.21 | — | ||
| Q1 24 | $0.20 | — |
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 | $156.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $722.9M |
| 总资产 | $1.2B | $915.5M |
| 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DOCSPERI
| Q4 25 | $64.8M | — | ||
| Q3 25 | $169.2M | $156.2M | ||
| Q2 25 | $137.3M | $156.2M | ||
| Q1 25 | $209.6M | $156.2M | ||
| Q4 24 | $165.3M | — | ||
| Q3 24 | $184.2M | $187.6M | ||
| Q2 24 | $111.4M | $187.6M | ||
| Q1 24 | $96.8M | $187.6M |
股东权益DOCSPERI
| Q4 25 | $979.3M | — | ||
| Q3 25 | $1.1B | $722.9M | ||
| Q2 25 | $1.0B | $722.9M | ||
| Q1 25 | $1.1B | $722.9M | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $961.2M | $718.1M | ||
| Q2 24 | $913.6M | $718.1M | ||
| Q1 24 | $901.4M | $718.1M |
总资产DOCSPERI
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.3B | $915.5M | ||
| Q2 25 | $1.2B | $915.5M | ||
| Q1 25 | $1.3B | $915.5M | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.1B | $1.1B |
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 | $2.6M |
| 自由现金流经营现金流 - 资本支出 | — | $-2.9M |
| 自由现金流率自由现金流/营收 | — | -0.8% |
| 资本支出强度资本支出/营收 | — | 1.5% |
| 现金转化率经营现金流/净利润 | 0.99× | 0.34× |
| 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DOCSPERI
| Q4 25 | $60.9M | — | ||
| Q3 25 | $93.9M | $2.6M | ||
| Q2 25 | $62.1M | — | ||
| Q1 25 | $98.5M | — | ||
| Q4 24 | $65.2M | — | ||
| Q3 24 | $68.3M | $105.2M | ||
| Q2 24 | $41.2M | — | ||
| Q1 24 | $63.9M | $17.8M |
自由现金流DOCSPERI
| Q4 25 | — | — | ||
| Q3 25 | — | $-2.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $104.7M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $17.6M |
自由现金流率DOCSPERI
| Q4 25 | — | — | ||
| Q3 25 | — | -0.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 20.6% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 12.2% |
资本支出强度DOCSPERI
| Q4 25 | — | — | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | 0.1% | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 0.0% | 0.1% |
现金转化率DOCSPERI
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | 0.34× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | 1.35× | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 1.57× | 0.75× |
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% |
PERI
| Advertising Solutions | $231.4M | 63% |
| Search Advertising | $137.3M | 37% |
