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Doximity, Inc.（DOCS）与Solo Brands, Inc.（SBDS）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Solo Brands, Inc.的2.0倍（$185.1M vs $94.0M），Doximity, Inc.净利率更高（33.3% vs -88.4%，领先121.7%），Doximity, Inc.同比增速更快（9.8% vs -34.5%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 5.0%）
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。
给定公司标识与企业信息不匹配，本次提供的实为康尼格拉品牌公司信息，该企业是美国上市消费品包装集团，产品在超市、餐饮门店均有售，总部坐落于美国伊利诺伊州芝加哥，1919年创始于美国内布拉斯加州，按2021年营收位列2022年财富世界500强第331位。
DOCS vs SBDS — 直观对比
营收规模更大
DOCS
是对方的2.0倍
$94.0M
营收增速更快
DOCS
高出44.2%
-34.5%
净利率更高
DOCS
高出121.7%
-88.4%
两年增速更快
DOCS
近两年复合增速
5.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $94.0M |
| 净利润 | $61.6M | $-83.2M |
| 毛利率 | 89.9% | 60.6% |
| 营业利润率 | 38.9% | -81.7% |
| 净利率 | 33.3% | -88.4% |
| 营收同比 | 9.8% | -34.5% |
| 净利润同比 | -18.1% | -42.9% |
| 每股收益（稀释后） | $0.31 | $-45.73 |
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DOCSSBDS
| Q4 25 | $185.1M | $94.0M | ||
| Q3 25 | $168.5M | $53.0M | ||
| Q2 25 | $145.9M | $92.3M | ||
| Q1 25 | $138.3M | $77.3M | ||
| Q4 24 | $168.6M | $143.5M | ||
| Q3 24 | $136.8M | $94.1M | ||
| Q2 24 | $126.7M | $131.6M | ||
| Q1 24 | $118.1M | $85.3M |
净利润DOCSSBDS
| Q4 25 | $61.6M | $-83.2M | ||
| Q3 25 | $62.1M | $-22.9M | ||
| Q2 25 | $53.3M | $-20.8M | ||
| Q1 25 | $62.5M | $-18.6M | ||
| Q4 24 | $75.2M | $-58.2M | ||
| Q3 24 | $44.2M | $-111.5M | ||
| Q2 24 | $41.4M | $-4.0M | ||
| Q1 24 | $40.6M | $-6.5M |
毛利率DOCSSBDS
| Q4 25 | 89.9% | 60.6% | ||
| Q3 25 | 90.3% | 60.0% | ||
| Q2 25 | 89.2% | 61.3% | ||
| Q1 25 | 89.5% | 55.2% | ||
| Q4 24 | 91.6% | 61.1% | ||
| Q3 24 | 90.0% | 41.8% | ||
| Q2 24 | 89.3% | 62.8% | ||
| Q1 24 | 89.4% | 59.2% |
营业利润率DOCSSBDS
| Q4 25 | 38.9% | -81.7% | ||
| Q3 25 | 37.8% | -30.5% | ||
| Q2 25 | 37.4% | -10.7% | ||
| Q1 25 | 35.2% | -13.8% | ||
| Q4 24 | 47.4% | -38.5% | ||
| Q3 24 | 38.8% | -122.5% | ||
| Q2 24 | 36.4% | 1.7% | ||
| Q1 24 | 35.5% | -7.4% |
净利率DOCSSBDS
| Q4 25 | 33.3% | -88.4% | ||
| Q3 25 | 36.8% | -43.2% | ||
| Q2 25 | 36.5% | -22.5% | ||
| Q1 25 | 45.2% | -24.0% | ||
| Q4 24 | 44.6% | -40.6% | ||
| Q3 24 | 32.3% | -118.4% | ||
| Q2 24 | 32.7% | -3.1% | ||
| Q1 24 | 34.4% | -7.6% |
每股收益（稀释后）DOCSSBDS
| Q4 25 | $0.31 | $-45.73 | ||
| Q3 25 | $0.31 | $-9.22 | ||
| Q2 25 | $0.27 | $-8.93 | ||
| Q1 25 | $0.31 | $-0.21 | ||
| Q4 24 | $0.37 | $-27.74 | ||
| Q3 24 | $0.22 | $-47.72 | ||
| Q2 24 | $0.21 | $-2.14 | ||
| Q1 24 | $0.20 | $-0.06 |
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 | $20.0M |
| 总债务越低越好 | — | $242.1M |
| 股东权益账面价值 | $979.3M | $46.0M |
| 总资产 | $1.2B | $360.3M |
| 负债/权益比越低杠杆越低 | — | 5.26× |
8季度趋势，按日历期对齐
现金及短期投资DOCSSBDS
| Q4 25 | $64.8M | $20.0M | ||
| Q3 25 | $169.2M | $16.3M | ||
| Q2 25 | $137.3M | $18.1M | ||
| Q1 25 | $209.6M | $206.4M | ||
| Q4 24 | $165.3M | $12.0M | ||
| Q3 24 | $184.2M | $12.5M | ||
| Q2 24 | $111.4M | $20.1M | ||
| Q1 24 | $96.8M | $15.4M |
总债务DOCSSBDS
| Q4 25 | — | $242.1M | ||
| Q3 25 | — | $235.2M | ||
| Q2 25 | — | $238.4M | ||
| Q1 25 | — | $427.9M | ||
| Q4 24 | — | $150.7M | ||
| Q3 24 | — | $161.1M | ||
| Q2 24 | — | $162.2M | ||
| Q1 24 | — | $170.2M |
股东权益DOCSSBDS
| Q4 25 | $979.3M | $46.0M | ||
| Q3 25 | $1.1B | $99.1M | ||
| Q2 25 | $1.0B | $113.2M | ||
| Q1 25 | $1.1B | $121.7M | ||
| Q4 24 | $1.0B | $133.7M | ||
| Q3 24 | $961.2M | $168.0M | ||
| Q2 24 | $913.6M | $236.7M | ||
| Q1 24 | $901.4M | $238.5M |
总资产DOCSSBDS
| Q4 25 | $1.2B | $360.3M | ||
| Q3 25 | $1.3B | $431.0M | ||
| Q2 25 | $1.2B | $459.7M | ||
| Q1 25 | $1.3B | $692.4M | ||
| Q4 24 | $1.2B | $495.1M | ||
| Q3 24 | $1.1B | $553.2M | ||
| Q2 24 | $1.1B | $642.0M | ||
| Q1 24 | $1.1B | $648.3M |
负债/权益比DOCSSBDS
| Q4 25 | — | 5.26× | ||
| Q3 25 | — | 2.37× | ||
| Q2 25 | — | 2.11× | ||
| Q1 25 | — | 3.52× | ||
| Q4 24 | — | 1.13× | ||
| Q3 24 | — | 0.96× | ||
| Q2 24 | — | 0.69× | ||
| Q1 24 | — | 0.71× |
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 | $6.4M |
| 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× | — |
| 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DOCSSBDS
| Q4 25 | $60.9M | $6.4M | ||
| Q3 25 | $93.9M | $11.2M | ||
| Q2 25 | $62.1M | $10.9M | ||
| Q1 25 | $98.5M | $-75.2M | ||
| Q4 24 | $65.2M | $13.0M | ||
| Q3 24 | $68.3M | $378.0K | ||
| Q2 24 | $41.2M | $15.7M | ||
| Q1 24 | $63.9M | $-18.5M |
自由现金流DOCSSBDS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $-78.4M | ||
| Q4 24 | — | $9.0M | ||
| Q3 24 | — | $-5.9M | ||
| Q2 24 | — | $12.8M | ||
| Q1 24 | — | $-20.9M |
自由现金流率DOCSSBDS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -101.5% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | — | -6.3% | ||
| Q2 24 | — | 9.8% | ||
| Q1 24 | — | -24.5% |
资本支出强度DOCSSBDS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.0% | 4.2% | ||
| Q4 24 | 0.0% | 2.8% | ||
| Q3 24 | 0.0% | 6.7% | ||
| Q2 24 | 0.0% | 2.2% | ||
| Q1 24 | 0.0% | 2.8% |
现金转化率DOCSSBDS
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 1.00× | — | ||
| 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% |
SBDS
| Sales Channel Directly To Consumer | $65.4M | 70% |
| Sales Channel Through Intermediary | $28.6M | 30% |
