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Doximity, Inc.（DOCS）与Palomar Holdings, Inc.（PLMR）财务数据对比。点击上方公司名可切换其他公司
Palomar Holdings, Inc.的季度营收约是Doximity, Inc.的1.4倍（$253.4M vs $185.1M），Palomar Holdings, Inc.同比增速更快（62.7% vs 9.8%），过去两年Palomar Holdings, Inc.的营收复合增速更高（46.2% 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。
Palomar Holdings, Inc.是一家专业保险控股企业，主要为存在巨灾风险敞口的住宅及商业资产提供财产保险产品，业务范围覆盖美国全境，核心业务板块包含地震、洪水、风暴等高危财产保障服务。
DOCS vs PLMR — 直观对比
营收规模更大
PLMR
是对方的1.4倍
$185.1M
营收增速更快
PLMR
高出52.9%
9.8%
两年增速更快
PLMR
近两年复合增速
25.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $253.4M |
| 净利润 | $61.6M | — |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | 28.7% |
| 净利率 | 33.3% | — |
| 营收同比 | 9.8% | 62.7% |
| 净利润同比 | -18.1% | — |
| 每股收益（稀释后） | $0.31 | $2.05 |
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DOCSPLMR
| Q4 25 | $185.1M | $253.4M | ||
| Q3 25 | $168.5M | $244.7M | ||
| Q2 25 | $145.9M | $203.3M | ||
| Q1 25 | $138.3M | $174.6M | ||
| Q4 24 | $168.6M | $155.8M | ||
| Q3 24 | $136.8M | $148.5M | ||
| Q2 24 | $126.7M | $131.1M | ||
| Q1 24 | $118.1M | $118.5M |
净利润DOCSPLMR
| Q4 25 | $61.6M | — | ||
| Q3 25 | $62.1M | $51.5M | ||
| Q2 25 | $53.3M | $46.5M | ||
| Q1 25 | $62.5M | $42.9M | ||
| Q4 24 | $75.2M | — | ||
| Q3 24 | $44.2M | $30.5M | ||
| Q2 24 | $41.4M | $25.7M | ||
| Q1 24 | $40.6M | $26.4M |
毛利率DOCSPLMR
| 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DOCSPLMR
| Q4 25 | 38.9% | 28.7% | ||
| Q3 25 | 37.8% | 27.4% | ||
| Q2 25 | 37.4% | 29.5% | ||
| Q1 25 | 35.2% | 30.8% | ||
| Q4 24 | 47.4% | 28.9% | ||
| Q3 24 | 38.8% | 25.9% | ||
| Q2 24 | 36.4% | 25.5% | ||
| Q1 24 | 35.5% | 29.0% |
净利率DOCSPLMR
| Q4 25 | 33.3% | — | ||
| Q3 25 | 36.8% | 21.0% | ||
| Q2 25 | 36.5% | 22.9% | ||
| Q1 25 | 45.2% | 24.6% | ||
| Q4 24 | 44.6% | — | ||
| Q3 24 | 32.3% | 20.5% | ||
| Q2 24 | 32.7% | 19.6% | ||
| Q1 24 | 34.4% | 22.3% |
每股收益（稀释后）DOCSPLMR
| Q4 25 | $0.31 | $2.05 | ||
| Q3 25 | $0.31 | $1.87 | ||
| Q2 25 | $0.27 | $1.68 | ||
| Q1 25 | $0.31 | $1.57 | ||
| Q4 24 | $0.37 | $1.29 | ||
| Q3 24 | $0.22 | $1.15 | ||
| Q2 24 | $0.21 | $1.00 | ||
| Q1 24 | $0.20 | $1.04 |
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 | $106.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $942.7M |
| 总资产 | $1.2B | $3.1B |
| 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DOCSPLMR
| Q4 25 | $64.8M | $106.9M | ||
| Q3 25 | $169.2M | $111.7M | ||
| Q2 25 | $137.3M | $81.3M | ||
| Q1 25 | $209.6M | $119.3M | ||
| Q4 24 | $165.3M | $80.4M | ||
| Q3 24 | $184.2M | $86.5M | ||
| Q2 24 | $111.4M | $47.8M | ||
| Q1 24 | $96.8M | $61.4M |
股东权益DOCSPLMR
| Q4 25 | $979.3M | $942.7M | ||
| Q3 25 | $1.1B | $878.1M | ||
| Q2 25 | $1.0B | $847.2M | ||
| Q1 25 | $1.1B | $790.4M | ||
| Q4 24 | $1.0B | $729.0M | ||
| Q3 24 | $961.2M | $703.3M | ||
| Q2 24 | $913.6M | $532.6M | ||
| Q1 24 | $901.4M | $501.7M |
总资产DOCSPLMR
| Q4 25 | $1.2B | $3.1B | ||
| Q3 25 | $1.3B | $2.9B | ||
| Q2 25 | $1.2B | $2.8B | ||
| Q1 25 | $1.3B | $2.4B | ||
| Q4 24 | $1.2B | $2.3B | ||
| Q3 24 | $1.1B | $2.3B | ||
| Q2 24 | $1.1B | $2.0B | ||
| Q1 24 | $1.1B | $1.9B |
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 | $409.1M |
| 自由现金流经营现金流 - 资本支出 | — | $409.0M |
| 自由现金流率自由现金流/营收 | — | 161.4% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 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 | — | $700.6M |
8季度趋势，按日历期对齐
经营现金流DOCSPLMR
| Q4 25 | $60.9M | $409.1M | ||
| Q3 25 | $93.9M | $83.6M | ||
| Q2 25 | $62.1M | $120.9M | ||
| Q1 25 | $98.5M | $87.2M | ||
| Q4 24 | $65.2M | $261.2M | ||
| Q3 24 | $68.3M | $100.3M | ||
| Q2 24 | $41.2M | $55.1M | ||
| Q1 24 | $63.9M | $33.1M |
自由现金流DOCSPLMR
| Q4 25 | — | $409.0M | ||
| Q3 25 | — | $83.6M | ||
| Q2 25 | — | $120.8M | ||
| Q1 25 | — | $87.1M | ||
| Q4 24 | — | $260.9M | ||
| Q3 24 | — | $100.1M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率DOCSPLMR
| Q4 25 | — | 161.4% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | — | 59.4% | ||
| Q1 25 | — | 49.9% | ||
| Q4 24 | — | 167.5% | ||
| Q3 24 | — | 67.4% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度DOCSPLMR
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | 0.0% | 0.0% | ||
| Q4 24 | 0.0% | 0.2% | ||
| Q3 24 | 0.0% | 0.1% | ||
| Q2 24 | 0.0% | 0.0% | ||
| Q1 24 | 0.0% | 0.0% |
现金转化率DOCSPLMR
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | 1.63× | ||
| Q2 25 | 1.16× | 2.60× | ||
| Q1 25 | 1.58× | 2.03× | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | 3.29× | ||
| Q2 24 | 1.00× | 2.14× | ||
| Q1 24 | 1.57× | 1.26× |
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% |
PLMR
暂无分部数据
