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Doximity, Inc.（DOCS）与ServisFirst Bancshares, Inc.（SFBS）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ServisFirst Bancshares, Inc.的1.2倍（$185.1M vs $159.0M），ServisFirst Bancshares, Inc.净利率更高（52.2% vs 33.3%，领先18.9%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 17.7%）
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。
ServisFirst Bancshares是一家总部位于美国的银行控股公司，主要在美国东南部地区运营全服务银行网点，为中小企业、专业客户及个人消费者提供商业银行、个人银行、财富管理及抵押贷款等多元金融服务。
DOCS vs SFBS — 直观对比
营收规模更大
DOCS
是对方的1.2倍
$159.0M
净利率更高
SFBS
高出18.9%
33.3%
两年增速更快
DOCS
近两年复合增速
17.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $159.0M |
| 净利润 | $61.6M | $83.0M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | — |
| 净利率 | 33.3% | 52.2% |
| 营收同比 | 9.8% | — |
| 净利润同比 | -18.1% | 31.2% |
| 每股收益（稀释后） | $0.31 | $1.52 |
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DOCSSFBS
| Q1 26 | — | $159.0M | ||
| Q4 25 | $185.1M | $162.2M | ||
| Q3 25 | $168.5M | $136.3M | ||
| Q2 25 | $145.9M | $132.1M | ||
| Q1 25 | $138.3M | $131.8M | ||
| Q4 24 | $168.6M | $131.9M | ||
| Q3 24 | $136.8M | $123.7M | ||
| Q2 24 | $126.7M | $114.8M |
净利润DOCSSFBS
| Q1 26 | — | $83.0M | ||
| Q4 25 | $61.6M | $86.4M | ||
| Q3 25 | $62.1M | $65.6M | ||
| Q2 25 | $53.3M | $61.4M | ||
| Q1 25 | $62.5M | $63.2M | ||
| Q4 24 | $75.2M | $65.2M | ||
| Q3 24 | $44.2M | $59.9M | ||
| Q2 24 | $41.4M | $52.1M |
毛利率DOCSSFBS
| Q1 26 | — | — | ||
| 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% | — |
营业利润率DOCSSFBS
| Q1 26 | — | — | ||
| Q4 25 | 38.9% | 66.3% | ||
| Q3 25 | 37.8% | 57.8% | ||
| Q2 25 | 37.4% | 58.0% | ||
| Q1 25 | 35.2% | 60.0% | ||
| Q4 24 | 47.4% | 60.2% | ||
| Q3 24 | 38.8% | 58.5% | ||
| Q2 24 | 36.4% | 58.0% |
净利率DOCSSFBS
| Q1 26 | — | 52.2% | ||
| Q4 25 | 33.3% | 59.0% | ||
| Q3 25 | 36.8% | 48.1% | ||
| Q2 25 | 36.5% | 46.5% | ||
| Q1 25 | 45.2% | 48.0% | ||
| Q4 24 | 44.6% | 52.9% | ||
| Q3 24 | 32.3% | 48.4% | ||
| Q2 24 | 32.7% | 45.4% |
每股收益（稀释后）DOCSSFBS
| Q1 26 | — | $1.52 | ||
| Q4 25 | $0.31 | $1.58 | ||
| Q3 25 | $0.31 | $1.20 | ||
| Q2 25 | $0.27 | $1.12 | ||
| Q1 25 | $0.31 | $1.16 | ||
| Q4 24 | $0.37 | $1.19 | ||
| Q3 24 | $0.22 | $1.10 | ||
| Q2 24 | $0.21 | $0.95 |
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 | $1.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $1.9B |
| 总资产 | $1.2B | $18.2B |
| 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DOCSSFBS
| Q1 26 | — | $1.8B | ||
| Q4 25 | $64.8M | — | ||
| Q3 25 | $169.2M | — | ||
| Q2 25 | $137.3M | — | ||
| Q1 25 | $209.6M | — | ||
| Q4 24 | $165.3M | — | ||
| Q3 24 | $184.2M | — | ||
| Q2 24 | $111.4M | — |
股东权益DOCSSFBS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $979.3M | $1.8B | ||
| Q3 25 | $1.1B | $1.8B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $1.1B | $1.7B | ||
| Q4 24 | $1.0B | $1.6B | ||
| Q3 24 | $961.2M | $1.6B | ||
| Q2 24 | $913.6M | $1.5B |
总资产DOCSSFBS
| Q1 26 | — | $18.2B | ||
| Q4 25 | $1.2B | $17.7B | ||
| Q3 25 | $1.3B | $17.6B | ||
| Q2 25 | $1.2B | $17.4B | ||
| Q1 25 | $1.3B | $18.6B | ||
| Q4 24 | $1.2B | $17.4B | ||
| Q3 24 | $1.1B | $16.4B | ||
| Q2 24 | $1.1B | $16.0B |
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 | — |
| 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DOCSSFBS
| Q1 26 | — | — | ||
| Q4 25 | $60.9M | $355.2M | ||
| Q3 25 | $93.9M | $140.9M | ||
| Q2 25 | $62.1M | $67.6M | ||
| Q1 25 | $98.5M | $48.0M | ||
| Q4 24 | $65.2M | $252.9M | ||
| Q3 24 | $68.3M | $84.0M | ||
| Q2 24 | $41.2M | $48.3M |
资本支出强度DOCSSFBS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — |
现金转化率DOCSSFBS
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | 4.11× | ||
| Q3 25 | 1.51× | 2.15× | ||
| Q2 25 | 1.16× | 1.10× | ||
| Q1 25 | 1.58× | 0.76× | ||
| Q4 24 | 0.87× | 3.88× | ||
| Q3 24 | 1.55× | 1.40× | ||
| Q2 24 | 1.00× | 0.93× |
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% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
