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Doximity, Inc.（DOCS）与ProPetro Holding Corp.（PUMP）财务数据对比。点击上方公司名可切换其他公司
ProPetro Holding Corp.的季度营收约是Doximity, Inc.的1.6倍（$289.7M vs $185.1M），Doximity, Inc.同比增速更快（9.8% vs -9.6%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -15.5%）
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。
ProPetro Holding Corp.是一家总部位于美国的油田服务供应商，主要为陆上油气勘探开采企业提供水力压裂、完井及相关配套服务，核心业务集中在横跨德克萨斯州和新墨西哥州的二叠纪盆地。
DOCS vs PUMP — 直观对比
营收规模更大
PUMP
是对方的1.6倍
$185.1M
营收增速更快
DOCS
高出19.4%
-9.6%
两年增速更快
DOCS
近两年复合增速
-15.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $289.7M |
| 净利润 | $61.6M | — |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | 2.1% |
| 净利率 | 33.3% | — |
| 营收同比 | 9.8% | -9.6% |
| 净利润同比 | -18.1% | — |
| 每股收益（稀释后） | $0.31 | $0.01 |
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DOCSPUMP
| Q4 25 | $185.1M | $289.7M | ||
| Q3 25 | $168.5M | $293.9M | ||
| Q2 25 | $145.9M | $326.2M | ||
| Q1 25 | $138.3M | $359.4M | ||
| Q4 24 | $168.6M | $320.6M | ||
| Q3 24 | $136.8M | $360.9M | ||
| Q2 24 | $126.7M | $357.0M | ||
| Q1 24 | $118.1M | $405.8M |
净利润DOCSPUMP
| Q4 25 | $61.6M | — | ||
| Q3 25 | $62.1M | $-2.4M | ||
| Q2 25 | $53.3M | $-7.2M | ||
| Q1 25 | $62.5M | $9.6M | ||
| Q4 24 | $75.2M | — | ||
| Q3 24 | $44.2M | $-137.1M | ||
| Q2 24 | $41.4M | $-3.7M | ||
| Q1 24 | $40.6M | $19.9M |
毛利率DOCSPUMP
| 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DOCSPUMP
| Q4 25 | 38.9% | 2.1% | ||
| Q3 25 | 37.8% | -2.1% | ||
| Q2 25 | 37.4% | -1.0% | ||
| Q1 25 | 35.2% | 2.6% | ||
| Q4 24 | 47.4% | -5.8% | ||
| Q3 24 | 38.8% | -49.4% | ||
| Q2 24 | 36.4% | -0.1% | ||
| Q1 24 | 35.5% | 7.5% |
净利率DOCSPUMP
| Q4 25 | 33.3% | — | ||
| Q3 25 | 36.8% | -0.8% | ||
| Q2 25 | 36.5% | -2.2% | ||
| Q1 25 | 45.2% | 2.7% | ||
| Q4 24 | 44.6% | — | ||
| Q3 24 | 32.3% | -38.0% | ||
| Q2 24 | 32.7% | -1.0% | ||
| Q1 24 | 34.4% | 4.9% |
每股收益（稀释后）DOCSPUMP
| Q4 25 | $0.31 | $0.01 | ||
| Q3 25 | $0.31 | $-0.02 | ||
| Q2 25 | $0.27 | $-0.07 | ||
| Q1 25 | $0.31 | $0.09 | ||
| Q4 24 | $0.37 | $-0.14 | ||
| Q3 24 | $0.22 | $-1.32 | ||
| Q2 24 | $0.21 | $-0.03 | ||
| Q1 24 | $0.20 | $0.18 |
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 | $91.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $829.8M |
| 总资产 | $1.2B | $1.3B |
| 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DOCSPUMP
| Q4 25 | $64.8M | $91.3M | ||
| Q3 25 | $169.2M | $76.7M | ||
| Q2 25 | $137.3M | $83.0M | ||
| Q1 25 | $209.6M | $71.4M | ||
| Q4 24 | $165.3M | $58.3M | ||
| Q3 24 | $184.2M | $54.0M | ||
| Q2 24 | $111.4M | $74.7M | ||
| Q1 24 | $96.8M | $53.6M |
股东权益DOCSPUMP
| Q4 25 | $979.3M | $829.8M | ||
| Q3 25 | $1.1B | $826.2M | ||
| Q2 25 | $1.0B | $824.0M | ||
| Q1 25 | $1.1B | $826.5M | ||
| Q4 24 | $1.0B | $816.3M | ||
| Q3 24 | $961.2M | $833.0M | ||
| Q2 24 | $913.6M | $975.8M | ||
| Q1 24 | $901.4M | $998.2M |
总资产DOCSPUMP
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.3B | $1.2B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.1B | $1.5B | ||
| Q1 24 | $1.1B | $1.2B |
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 | $81.0M |
| 自由现金流经营现金流 - 资本支出 | — | $16.8M |
| 自由现金流率自由现金流/营收 | — | 5.8% |
| 资本支出强度资本支出/营收 | — | 22.2% |
| 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 | — | $45.3M |
8季度趋势，按日历期对齐
经营现金流DOCSPUMP
| Q4 25 | $60.9M | $81.0M | ||
| Q3 25 | $93.9M | $41.7M | ||
| Q2 25 | $62.1M | $54.2M | ||
| Q1 25 | $98.5M | $54.7M | ||
| Q4 24 | $65.2M | $37.9M | ||
| Q3 24 | $68.3M | $34.7M | ||
| Q2 24 | $41.2M | $104.9M | ||
| Q1 24 | $63.9M | $74.8M |
自由现金流DOCSPUMP
| Q4 25 | — | $16.8M | ||
| Q3 25 | — | $-2.4M | ||
| Q2 25 | — | $17.1M | ||
| Q1 25 | — | $13.8M | ||
| Q4 24 | — | $10.0M | ||
| Q3 24 | — | $-6.0M | ||
| Q2 24 | — | $67.7M | ||
| Q1 24 | — | $40.2M |
自由现金流率DOCSPUMP
| Q4 25 | — | 5.8% | ||
| Q3 25 | — | -0.8% | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | — | 3.8% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | -1.7% | ||
| Q2 24 | — | 19.0% | ||
| Q1 24 | — | 9.9% |
资本支出强度DOCSPUMP
| Q4 25 | — | 22.2% | ||
| Q3 25 | — | 15.0% | ||
| Q2 25 | — | 11.4% | ||
| Q1 25 | 0.0% | 11.4% | ||
| Q4 24 | 0.0% | 8.7% | ||
| Q3 24 | 0.0% | 11.3% | ||
| Q2 24 | 0.0% | 10.4% | ||
| Q1 24 | 0.0% | 8.5% |
现金转化率DOCSPUMP
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | 5.70× | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 1.57× | 3.75× |
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% |
PUMP
| Hydraulic Fracturing Segment | $203.9M | 70% |
| Wireline Operating Segment | $55.4M | 19% |
| Cementing Operating Segment | $29.6M | 10% |
