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Doximity, Inc.（DOCS）与SAFETY INSURANCE GROUP INC（SAFT）财务数据对比。点击上方公司名可切换其他公司
SAFETY INSURANCE GROUP INC的季度营收约是Doximity, Inc.的1.7倍（$319.3M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 6.3%，领先27.0%），SAFETY INSURANCE GROUP INC同比增速更快（11.4% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 9.1%）
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。
全美互助保险集团及其关联公司，常简称为Nationwide，是一家总部位于美国俄亥俄州哥伦布市的大型保险金融服务集团，在亚利桑那州斯科茨代尔、爱荷华州得梅因都设有区域总部。目前集团拥有约2.4万名员工，位列2025年财富美国500强榜单第72名。
DOCS vs SAFT — 直观对比
营收规模更大
SAFT
是对方的1.7倍
$185.1M
营收增速更快
SAFT
高出1.6%
9.8%
净利率更高
DOCS
高出27.0%
6.3%
两年增速更快
DOCS
近两年复合增速
9.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $319.3M |
| 净利润 | $61.6M | $20.1M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | 8.0% |
| 净利率 | 33.3% | 6.3% |
| 营收同比 | 9.8% | 11.4% |
| 净利润同比 | -18.1% | 147.3% |
| 每股收益（稀释后） | $0.31 | $1.36 |
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DOCSSAFT
| Q4 25 | $185.1M | $319.3M | ||
| Q3 25 | $168.5M | $326.6M | ||
| Q2 25 | $145.9M | $316.3M | ||
| Q1 25 | $138.3M | $301.4M | ||
| Q4 24 | $168.6M | $286.7M | ||
| Q3 24 | $136.8M | $295.3M | ||
| Q2 24 | $126.7M | $269.8M | ||
| Q1 24 | $118.1M | $268.2M |
净利润DOCSSAFT
| Q4 25 | $61.6M | $20.1M | ||
| Q3 25 | $62.1M | $28.3M | ||
| Q2 25 | $53.3M | $28.9M | ||
| Q1 25 | $62.5M | $21.9M | ||
| Q4 24 | $75.2M | $8.1M | ||
| Q3 24 | $44.2M | $25.9M | ||
| Q2 24 | $41.4M | $16.6M | ||
| Q1 24 | $40.6M | $20.1M |
毛利率DOCSSAFT
| 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DOCSSAFT
| Q4 25 | 38.9% | 8.0% | ||
| Q3 25 | 37.8% | 11.1% | ||
| Q2 25 | 37.4% | 11.6% | ||
| Q1 25 | 35.2% | 9.4% | ||
| Q4 24 | 47.4% | 3.5% | ||
| Q3 24 | 38.8% | 11.1% | ||
| Q2 24 | 36.4% | 7.9% | ||
| Q1 24 | 35.5% | 9.5% |
净利率DOCSSAFT
| Q4 25 | 33.3% | 6.3% | ||
| Q3 25 | 36.8% | 8.7% | ||
| Q2 25 | 36.5% | 9.1% | ||
| Q1 25 | 45.2% | 7.3% | ||
| Q4 24 | 44.6% | 2.8% | ||
| Q3 24 | 32.3% | 8.8% | ||
| Q2 24 | 32.7% | 6.2% | ||
| Q1 24 | 34.4% | 7.5% |
每股收益（稀释后）DOCSSAFT
| Q4 25 | $0.31 | $1.36 | ||
| Q3 25 | $0.31 | $1.91 | ||
| Q2 25 | $0.27 | $1.95 | ||
| Q1 25 | $0.31 | $1.48 | ||
| Q4 24 | $0.37 | $0.56 | ||
| Q3 24 | $0.22 | $1.73 | ||
| Q2 24 | $0.21 | $1.13 | ||
| Q1 24 | $0.20 | $1.36 |
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 | $73.9M |
| 总债务越低越好 | — | $50.0M |
| 股东权益账面价值 | $979.3M | $892.3M |
| 总资产 | $1.2B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资DOCSSAFT
| Q4 25 | $64.8M | $73.9M | ||
| Q3 25 | $169.2M | $56.2M | ||
| Q2 25 | $137.3M | $49.4M | ||
| Q1 25 | $209.6M | $64.7M | ||
| Q4 24 | $165.3M | $59.0M | ||
| Q3 24 | $184.2M | $82.3M | ||
| Q2 24 | $111.4M | $44.6M | ||
| Q1 24 | $96.8M | $30.8M |
总债务DOCSSAFT
| Q4 25 | — | $50.0M | ||
| Q3 25 | — | $30.0M | ||
| Q2 25 | — | $30.0M | ||
| Q1 25 | — | $30.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DOCSSAFT
| Q4 25 | $979.3M | $892.3M | ||
| Q3 25 | $1.1B | $899.6M | ||
| Q2 25 | $1.0B | $873.3M | ||
| Q1 25 | $1.1B | $850.7M | ||
| Q4 24 | $1.0B | $828.5M | ||
| Q3 24 | $961.2M | $851.4M | ||
| Q2 24 | $913.6M | $810.2M | ||
| Q1 24 | $901.4M | $807.1M |
总资产DOCSSAFT
| Q4 25 | $1.2B | $2.5B | ||
| Q3 25 | $1.3B | $2.4B | ||
| Q2 25 | $1.2B | $2.4B | ||
| Q1 25 | $1.3B | $2.3B | ||
| Q4 24 | $1.2B | $2.3B | ||
| Q3 24 | $1.1B | $2.3B | ||
| Q2 24 | $1.1B | $2.2B | ||
| Q1 24 | $1.1B | $2.1B |
负债/权益比DOCSSAFT
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.03× | ||
| Q2 25 | — | 0.03× | ||
| Q1 25 | — | 0.04× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $194.5M |
| 自由现金流经营现金流 - 资本支出 | — | $192.0M |
| 自由现金流率自由现金流/营收 | — | 60.1% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | 0.99× | 9.67× |
| 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DOCSSAFT
| Q4 25 | $60.9M | $194.5M | ||
| Q3 25 | $93.9M | $85.5M | ||
| Q2 25 | $62.1M | $32.3M | ||
| Q1 25 | $98.5M | $3.2M | ||
| Q4 24 | $65.2M | $128.7M | ||
| Q3 24 | $68.3M | $73.8M | ||
| Q2 24 | $41.2M | $25.6M | ||
| Q1 24 | $63.9M | $-21.1M |
自由现金流DOCSSAFT
| Q4 25 | — | $192.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $32.3M | ||
| Q1 25 | — | $2.8M | ||
| Q4 24 | — | $124.3M | ||
| Q3 24 | — | $73.2M | ||
| Q2 24 | — | $25.0M | ||
| Q1 24 | — | $-24.2M |
自由现金流率DOCSSAFT
| Q4 25 | — | 60.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 43.4% | ||
| Q3 24 | — | 24.8% | ||
| Q2 24 | — | 9.3% | ||
| Q1 24 | — | -9.0% |
资本支出强度DOCSSAFT
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | 0.0% | 0.1% | ||
| Q4 24 | 0.0% | 1.5% | ||
| Q3 24 | 0.0% | 0.2% | ||
| Q2 24 | 0.0% | 0.2% | ||
| Q1 24 | 0.0% | 1.1% |
现金转化率DOCSSAFT
| Q4 25 | 0.99× | 9.67× | ||
| Q3 25 | 1.51× | 3.02× | ||
| Q2 25 | 1.16× | 1.12× | ||
| Q1 25 | 1.58× | 0.14× | ||
| Q4 24 | 0.87× | 15.83× | ||
| Q3 24 | 1.55× | 2.85× | ||
| Q2 24 | 1.00× | 1.54× | ||
| Q1 24 | 1.57× | -1.05× |
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% |
SAFT
暂无分部数据
