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Doximity, Inc.（DOCS）与Perimeter Solutions, Inc.（PRM）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Perimeter Solutions, Inc.的1.8倍（$185.1M vs $102.8M），Doximity, Inc.净利率更高（33.3% vs -136.5%，领先169.7%），Perimeter Solutions, Inc.同比增速更快（19.2% vs 9.8%），过去两年Perimeter Solutions, Inc.的营收复合增速更高（31.9% 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。
Perimeter Solutions是一家以色列云与网络安全企业，专为各类机构打造基于零信任架构的安全远程网络方案，其技术可替代VPN、防火墙等传统安全硬件设备，助力企业简化网络安全部署，提升远程访问的安全性与效率。
DOCS vs PRM — 直观对比
营收规模更大
DOCS
是对方的1.8倍
$102.8M
营收增速更快
PRM
高出9.4%
9.8%
净利率更高
DOCS
高出169.7%
-136.5%
两年增速更快
PRM
近两年复合增速
25.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $102.8M |
| 净利润 | $61.6M | $-140.2M |
| 毛利率 | 89.9% | 45.2% |
| 营业利润率 | 38.9% | -160.7% |
| 净利率 | 33.3% | -136.5% |
| 营收同比 | 9.8% | 19.2% |
| 净利润同比 | -18.1% | -197.3% |
| 每股收益（稀释后） | $0.31 | $-0.89 |
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DOCSPRM
| Q4 25 | $185.1M | $102.8M | ||
| Q3 25 | $168.5M | $315.4M | ||
| Q2 25 | $145.9M | $162.6M | ||
| Q1 25 | $138.3M | $72.0M | ||
| Q4 24 | $168.6M | $86.2M | ||
| Q3 24 | $136.8M | $288.4M | ||
| Q2 24 | $126.7M | $127.3M | ||
| Q1 24 | $118.1M | $59.0M |
净利润DOCSPRM
| Q4 25 | $61.6M | $-140.2M | ||
| Q3 25 | $62.1M | $-90.7M | ||
| Q2 25 | $53.3M | $-32.2M | ||
| Q1 25 | $62.5M | $56.7M | ||
| Q4 24 | $75.2M | $144.2M | ||
| Q3 24 | $44.2M | $-89.2M | ||
| Q2 24 | $41.4M | $21.6M | ||
| Q1 24 | $40.6M | $-82.6M |
毛利率DOCSPRM
| Q4 25 | 89.9% | 45.2% | ||
| Q3 25 | 90.3% | 63.1% | ||
| Q2 25 | 89.2% | 62.4% | ||
| Q1 25 | 89.5% | 39.1% | ||
| Q4 24 | 91.6% | 48.6% | ||
| Q3 24 | 90.0% | 62.8% | ||
| Q2 24 | 89.3% | 57.6% | ||
| Q1 24 | 89.4% | 35.1% |
营业利润率DOCSPRM
| Q4 25 | 38.9% | -160.7% | ||
| Q3 25 | 37.8% | -27.7% | ||
| Q2 25 | 37.4% | -16.1% | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 47.4% | 71.1% | ||
| Q3 24 | 38.8% | -12.2% | ||
| Q2 24 | 36.4% | 35.4% | ||
| Q1 24 | 35.5% | -126.8% |
净利率DOCSPRM
| Q4 25 | 33.3% | -136.5% | ||
| Q3 25 | 36.8% | -28.7% | ||
| Q2 25 | 36.5% | -19.8% | ||
| Q1 25 | 45.2% | 78.7% | ||
| Q4 24 | 44.6% | 167.2% | ||
| Q3 24 | 32.3% | -30.9% | ||
| Q2 24 | 32.7% | 17.0% | ||
| Q1 24 | 34.4% | -139.8% |
每股收益（稀释后）DOCSPRM
| Q4 25 | $0.31 | $-0.89 | ||
| Q3 25 | $0.31 | $-0.62 | ||
| Q2 25 | $0.27 | $-0.22 | ||
| Q1 25 | $0.31 | $0.36 | ||
| Q4 24 | $0.37 | $1.00 | ||
| Q3 24 | $0.22 | $-0.61 | ||
| Q2 24 | $0.21 | $0.14 | ||
| Q1 24 | $0.20 | $-0.57 |
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 | $325.9M |
| 总债务越低越好 | — | $669.1M |
| 股东权益账面价值 | $979.3M | $1.1B |
| 总资产 | $1.2B | $2.7B |
| 负债/权益比越低杠杆越低 | — | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资DOCSPRM
| Q4 25 | $64.8M | $325.9M | ||
| Q3 25 | $169.2M | $340.6M | ||
| Q2 25 | $137.3M | $140.7M | ||
| Q1 25 | $209.6M | $200.1M | ||
| Q4 24 | $165.3M | $198.5M | ||
| Q3 24 | $184.2M | $223.1M | ||
| Q2 24 | $111.4M | $43.2M | ||
| Q1 24 | $96.8M | $38.7M |
总债务DOCSPRM
| Q4 25 | — | $669.1M | ||
| Q3 25 | — | $668.8M | ||
| Q2 25 | — | $668.4M | ||
| Q1 25 | — | $668.1M | ||
| Q4 24 | — | $667.8M | ||
| Q3 24 | — | $667.4M | ||
| Q2 24 | — | $667.1M | ||
| Q1 24 | — | $666.8M |
股东权益DOCSPRM
| Q4 25 | $979.3M | $1.1B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.1B | $1.2B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $961.2M | $1.0B | ||
| Q2 24 | $913.6M | $1.1B | ||
| Q1 24 | $901.4M | $1.1B |
总资产DOCSPRM
| Q4 25 | $1.2B | $2.7B | ||
| Q3 25 | $1.3B | $2.6B | ||
| Q2 25 | $1.2B | $2.5B | ||
| Q1 25 | $1.3B | $2.4B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $1.1B | $2.5B | ||
| Q2 24 | $1.1B | $2.3B | ||
| Q1 24 | $1.1B | $2.3B |
负债/权益比DOCSPRM
| Q4 25 | — | 0.59× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | — | 0.58× | ||
| Q3 24 | — | 0.67× | ||
| Q2 24 | — | 0.62× | ||
| Q1 24 | — | 0.63× |
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 | $18.6M |
| 自由现金流经营现金流 - 资本支出 | — | $11.6M |
| 自由现金流率自由现金流/营收 | — | 11.3% |
| 资本支出强度资本支出/营收 | — | 6.8% |
| 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 | — | $208.6M |
8季度趋势，按日历期对齐
经营现金流DOCSPRM
| Q4 25 | $60.9M | $18.6M | ||
| Q3 25 | $93.9M | $198.7M | ||
| Q2 25 | $62.1M | $-2.9M | ||
| Q1 25 | $98.5M | $23.7M | ||
| Q4 24 | $65.2M | $-6.0M | ||
| Q3 24 | $68.3M | $183.0M | ||
| Q2 24 | $41.2M | $8.6M | ||
| Q1 24 | $63.9M | $2.8M |
自由现金流DOCSPRM
| Q4 25 | — | $11.6M | ||
| Q3 25 | — | $193.6M | ||
| Q2 25 | — | $-15.6M | ||
| Q1 25 | — | $18.9M | ||
| Q4 24 | — | $-12.4M | ||
| Q3 24 | — | $179.1M | ||
| Q2 24 | — | $5.0M | ||
| Q1 24 | — | $1.2M |
自由现金流率DOCSPRM
| Q4 25 | — | 11.3% | ||
| Q3 25 | — | 61.4% | ||
| Q2 25 | — | -9.6% | ||
| Q1 25 | — | 26.3% | ||
| Q4 24 | — | -14.4% | ||
| Q3 24 | — | 62.1% | ||
| Q2 24 | — | 3.9% | ||
| Q1 24 | — | 2.1% |
资本支出强度DOCSPRM
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 7.8% | ||
| Q1 25 | 0.0% | 6.7% | ||
| Q4 24 | 0.0% | 7.5% | ||
| Q3 24 | 0.0% | 1.3% | ||
| Q2 24 | 0.0% | 2.9% | ||
| Q1 24 | 0.0% | 2.6% |
现金转化率DOCSPRM
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | 0.42× | ||
| Q4 24 | 0.87× | -0.04× | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 1.00× | 0.40× | ||
| 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% |
PRM
| Products | $87.7M | 85% |
| Service And Other | $14.8M | 14% |
