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Doximity, Inc.（DOCS）与PennyMac Mortgage Investment Trust（PMT）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PennyMac Mortgage Investment Trust的2.0倍（$185.1M vs $93.6M），PennyMac Mortgage Investment Trust净利率更高（56.0% vs 33.3%，领先22.7%），Doximity, Inc.同比增速更快（9.8% vs -13.3%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 12.3%）
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。
PennyMac Mortgage Investment Trust是总部位于美国的房地产投资信托，专注于住宅抵押贷款相关资产，主要投资履约及违约抵押贷款、住宅抵押贷款支持证券和信用风险转移工具，业务覆盖美国住房市场的投资管理与抵押贷款服务板块。
DOCS vs PMT — 直观对比
营收规模更大
DOCS
是对方的2.0倍
$93.6M
营收增速更快
DOCS
高出23.1%
-13.3%
净利率更高
PMT
高出22.7%
33.3%
两年增速更快
DOCS
近两年复合增速
12.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $93.6M |
| 净利润 | $61.6M | $52.4M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | 38.6% |
| 净利率 | 33.3% | 56.0% |
| 营收同比 | 9.8% | -13.3% |
| 净利润同比 | -18.1% | 12.5% |
| 每股收益（稀释后） | $0.31 | $0.49 |
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DOCSPMT
| Q4 25 | $185.1M | $93.6M | ||
| Q3 25 | $168.5M | $99.2M | ||
| Q2 25 | $145.9M | $70.2M | ||
| Q1 25 | $138.3M | $44.5M | ||
| Q4 24 | $168.6M | $107.9M | ||
| Q3 24 | $136.8M | $80.9M | ||
| Q2 24 | $126.7M | $71.2M | ||
| Q1 24 | $118.1M | $74.2M |
净利润DOCSPMT
| Q4 25 | $61.6M | $52.4M | ||
| Q3 25 | $62.1M | $58.3M | ||
| Q2 25 | $53.3M | $7.5M | ||
| Q1 25 | $62.5M | $9.7M | ||
| Q4 24 | $75.2M | $46.5M | ||
| Q3 24 | $44.2M | $41.4M | ||
| Q2 24 | $41.4M | $25.4M | ||
| Q1 24 | $40.6M | $47.6M |
毛利率DOCSPMT
| 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DOCSPMT
| Q4 25 | 38.9% | 38.6% | ||
| Q3 25 | 37.8% | 47.4% | ||
| Q2 25 | 37.4% | 24.2% | ||
| Q1 25 | 35.2% | -14.2% | ||
| Q4 24 | 47.4% | 51.1% | ||
| Q3 24 | 38.8% | 32.8% | ||
| Q2 24 | 36.4% | 40.2% | ||
| Q1 24 | 35.5% | 43.6% |
净利率DOCSPMT
| Q4 25 | 33.3% | 56.0% | ||
| Q3 25 | 36.8% | 58.7% | ||
| Q2 25 | 36.5% | 10.7% | ||
| Q1 25 | 45.2% | 21.8% | ||
| Q4 24 | 44.6% | 43.1% | ||
| Q3 24 | 32.3% | 51.2% | ||
| Q2 24 | 32.7% | 35.7% | ||
| Q1 24 | 34.4% | 64.2% |
每股收益（稀释后）DOCSPMT
| Q4 25 | $0.31 | $0.49 | ||
| Q3 25 | $0.31 | $0.55 | ||
| Q2 25 | $0.27 | $-0.04 | ||
| Q1 25 | $0.31 | $-0.01 | ||
| Q4 24 | $0.37 | $0.45 | ||
| Q3 24 | $0.22 | $0.36 | ||
| Q2 24 | $0.21 | $0.17 | ||
| Q1 24 | $0.20 | $0.39 |
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 | $190.5M |
| 总债务越低越好 | — | $1.1B |
| 股东权益账面价值 | $979.3M | $1.9B |
| 总资产 | $1.2B | $21.3B |
| 负债/权益比越低杠杆越低 | — | 0.58× |
8季度趋势，按日历期对齐
现金及短期投资DOCSPMT
| Q4 25 | $64.8M | $190.5M | ||
| Q3 25 | $169.2M | $181.0M | ||
| Q2 25 | $137.3M | $108.6M | ||
| Q1 25 | $209.6M | $204.2M | ||
| Q4 24 | $165.3M | $103.2M | ||
| Q3 24 | $184.2M | $102.8M | ||
| Q2 24 | $111.4M | $336.3M | ||
| Q1 24 | $96.8M | $343.3M |
总债务DOCSPMT
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $299.0M | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $968.4M | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $5.2B | ||
| Q2 24 | — | $5.4B | ||
| Q1 24 | — | $5.1B |
股东权益DOCSPMT
| Q4 25 | $979.3M | $1.9B | ||
| Q3 25 | $1.1B | $1.9B | ||
| Q2 25 | $1.0B | $1.9B | ||
| Q1 25 | $1.1B | $1.9B | ||
| Q4 24 | $1.0B | $1.9B | ||
| Q3 24 | $961.2M | $1.9B | ||
| Q2 24 | $913.6M | $1.9B | ||
| Q1 24 | $901.4M | $2.0B |
总资产DOCSPMT
| Q4 25 | $1.2B | $21.3B | ||
| Q3 25 | $1.3B | $18.5B | ||
| Q2 25 | $1.2B | $16.8B | ||
| Q1 25 | $1.3B | $14.9B | ||
| Q4 24 | $1.2B | $14.4B | ||
| Q3 24 | $1.1B | $13.1B | ||
| Q2 24 | $1.1B | $12.1B | ||
| Q1 24 | $1.1B | $12.3B |
负债/权益比DOCSPMT
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.65× | ||
| Q1 25 | — | 0.51× | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | — | 2.70× | ||
| Q2 24 | — | 2.76× | ||
| Q1 24 | — | 2.60× |
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 | $-7.2B |
| 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× | -137.76× |
| 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DOCSPMT
| Q4 25 | $60.9M | $-7.2B | ||
| Q3 25 | $93.9M | $-1.3B | ||
| Q2 25 | $62.1M | $-2.0B | ||
| Q1 25 | $98.5M | $-594.3M | ||
| Q4 24 | $65.2M | $-2.7B | ||
| Q3 24 | $68.3M | $-983.8M | ||
| Q2 24 | $41.2M | $243.8M | ||
| Q1 24 | $63.9M | $-342.4M |
资本支出强度DOCSPMT
| 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DOCSPMT
| Q4 25 | 0.99× | -137.76× | ||
| Q3 25 | 1.51× | -22.26× | ||
| Q2 25 | 1.16× | -267.53× | ||
| Q1 25 | 1.58× | -61.39× | ||
| Q4 24 | 0.87× | -58.08× | ||
| Q3 24 | 1.55× | -23.76× | ||
| Q2 24 | 1.00× | 9.59× | ||
| Q1 24 | 1.57× | -7.19× |
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% |
PMT
| Other | $55.0M | 59% |
| Interest Rate Sensitive Strategies | $31.4M | 34% |
| Correspondent Production | $7.2M | 8% |
