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Doximity, Inc.（DOCS）与Proto Labs Inc（PRLB）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Proto Labs Inc的1.4倍（$185.1M vs $136.5M），Proto Labs Inc同比增速更快（12.1% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 3.3%）
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。
Proto Labs是一家提供快速制造服务的企业，可通过3D打印、CNC加工、钣金加工以及注塑成型工艺，为客户生产用于原型制作和量产的定制零部件，产品广泛应用于医疗设备、航空航天、电子、家电、汽车、消费品等多个领域，公司总部位于美国明尼苏达州，在美国多地设有生产基地。
DOCS vs PRLB — 直观对比
营收规模更大
DOCS
是对方的1.4倍
$136.5M
营收增速更快
PRLB
高出2.4%
9.8%
两年增速更快
DOCS
近两年复合增速
3.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $136.5M |
| 净利润 | $61.6M | — |
| 毛利率 | 89.9% | 44.2% |
| 营业利润率 | 38.9% | 5.0% |
| 净利率 | 33.3% | — |
| 营收同比 | 9.8% | 12.1% |
| 净利润同比 | -18.1% | — |
| 每股收益（稀释后） | $0.31 | $0.25 |
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DOCSPRLB
| Q4 25 | $185.1M | $136.5M | ||
| Q3 25 | $168.5M | $135.4M | ||
| Q2 25 | $145.9M | $135.1M | ||
| Q1 25 | $138.3M | $126.2M | ||
| Q4 24 | $168.6M | $121.8M | ||
| Q3 24 | $136.8M | $125.6M | ||
| Q2 24 | $126.7M | $125.6M | ||
| Q1 24 | $118.1M | $127.9M |
净利润DOCSPRLB
| Q4 25 | $61.6M | — | ||
| Q3 25 | $62.1M | $7.2M | ||
| Q2 25 | $53.3M | $4.4M | ||
| Q1 25 | $62.5M | $3.6M | ||
| Q4 24 | $75.2M | — | ||
| Q3 24 | $44.2M | $7.2M | ||
| Q2 24 | $41.4M | $4.5M | ||
| Q1 24 | $40.6M | $5.3M |
毛利率DOCSPRLB
| Q4 25 | 89.9% | 44.2% | ||
| Q3 25 | 90.3% | 45.3% | ||
| Q2 25 | 89.2% | 44.3% | ||
| Q1 25 | 89.5% | 44.1% | ||
| Q4 24 | 91.6% | 42.7% | ||
| Q3 24 | 90.0% | 45.6% | ||
| Q2 24 | 89.3% | 45.0% | ||
| Q1 24 | 89.4% | 44.9% |
营业利润率DOCSPRLB
| Q4 25 | 38.9% | 5.0% | ||
| Q3 25 | 37.8% | 6.5% | ||
| Q2 25 | 37.4% | 3.7% | ||
| Q1 25 | 35.2% | 3.6% | ||
| Q4 24 | 47.4% | -1.2% | ||
| Q3 24 | 38.8% | 6.8% | ||
| Q2 24 | 36.4% | 4.8% | ||
| Q1 24 | 35.5% | 5.3% |
净利率DOCSPRLB
| Q4 25 | 33.3% | — | ||
| Q3 25 | 36.8% | 5.3% | ||
| Q2 25 | 36.5% | 3.3% | ||
| Q1 25 | 45.2% | 2.9% | ||
| Q4 24 | 44.6% | — | ||
| Q3 24 | 32.3% | 5.7% | ||
| Q2 24 | 32.7% | 3.6% | ||
| Q1 24 | 34.4% | 4.1% |
每股收益（稀释后）DOCSPRLB
| Q4 25 | $0.31 | $0.25 | ||
| Q3 25 | $0.31 | $0.30 | ||
| Q2 25 | $0.27 | $0.18 | ||
| Q1 25 | $0.31 | $0.15 | ||
| Q4 24 | $0.37 | $-0.01 | ||
| Q3 24 | $0.22 | $0.29 | ||
| Q2 24 | $0.21 | $0.18 | ||
| Q1 24 | $0.20 | $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 | $128.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $673.9M |
| 总资产 | $1.2B | $763.4M |
| 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DOCSPRLB
| Q4 25 | $64.8M | $128.1M | ||
| Q3 25 | $169.2M | $119.2M | ||
| Q2 25 | $137.3M | $103.2M | ||
| Q1 25 | $209.6M | $96.8M | ||
| Q4 24 | $165.3M | $103.1M | ||
| Q3 24 | $184.2M | $100.5M | ||
| Q2 24 | $111.4M | $112.9M | ||
| Q1 24 | $96.8M | $109.7M |
股东权益DOCSPRLB
| Q4 25 | $979.3M | $673.9M | ||
| Q3 25 | $1.1B | $664.7M | ||
| Q2 25 | $1.0B | $664.7M | ||
| Q1 25 | $1.1B | $656.8M | ||
| Q4 24 | $1.0B | $670.2M | ||
| Q3 24 | $961.2M | $680.0M | ||
| Q2 24 | $913.6M | $685.2M | ||
| Q1 24 | $901.4M | $687.3M |
总资产DOCSPRLB
| Q4 25 | $1.2B | $763.4M | ||
| Q3 25 | $1.3B | $756.9M | ||
| Q2 25 | $1.2B | $743.3M | ||
| Q1 25 | $1.3B | $737.5M | ||
| Q4 24 | $1.2B | $743.5M | ||
| Q3 24 | $1.1B | $753.8M | ||
| Q2 24 | $1.1B | $758.2M | ||
| Q1 24 | $1.1B | $769.8M |
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 | $16.5M |
| 自由现金流经营现金流 - 资本支出 | — | $8.4M |
| 自由现金流率自由现金流/营收 | — | 6.2% |
| 资本支出强度资本支出/营收 | — | 5.9% |
| 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 | — | $59.7M |
8季度趋势，按日历期对齐
经营现金流DOCSPRLB
| Q4 25 | $60.9M | $16.5M | ||
| Q3 25 | $93.9M | $29.1M | ||
| Q2 25 | $62.1M | $10.6M | ||
| Q1 25 | $98.5M | $18.4M | ||
| Q4 24 | $65.2M | $17.3M | ||
| Q3 24 | $68.3M | $24.8M | ||
| Q2 24 | $41.2M | $14.4M | ||
| Q1 24 | $63.9M | $21.3M |
自由现金流DOCSPRLB
| Q4 25 | — | $8.4M | ||
| Q3 25 | — | $25.0M | ||
| Q2 25 | — | $9.1M | ||
| Q1 25 | — | $17.1M | ||
| Q4 24 | — | $16.5M | ||
| Q3 24 | — | $23.2M | ||
| Q2 24 | — | $10.2M | ||
| Q1 24 | — | $18.8M |
自由现金流率DOCSPRLB
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 18.5% | ||
| Q2 25 | — | 6.7% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | 13.5% | ||
| Q3 24 | — | 18.5% | ||
| Q2 24 | — | 8.2% | ||
| Q1 24 | — | 14.7% |
资本支出强度DOCSPRLB
| Q4 25 | — | 5.9% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | 0.0% | 1.0% | ||
| Q4 24 | 0.0% | 0.7% | ||
| Q3 24 | 0.0% | 1.2% | ||
| Q2 24 | 0.0% | 3.3% | ||
| Q1 24 | 0.0% | 2.0% |
现金转化率DOCSPRLB
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | 4.03× | ||
| Q2 25 | 1.16× | 2.39× | ||
| Q1 25 | 1.58× | 5.11× | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | 3.44× | ||
| Q2 24 | 1.00× | 3.18× | ||
| Q1 24 | 1.57× | 4.05× |
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% |
PRLB
| CNC Machining Firstcut | $65.5M | 48% |
| Injection Molding Protomold | $47.6M | 35% |
| Three D Printing Fineline | $18.8M | 14% |
| Sheet Metal | $4.4M | 3% |
