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Doximity, Inc.（DOCS）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是Doximity, Inc.的1.8倍（$342.1M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs -1.9%，领先35.1%），Doximity, Inc.同比增速更快（9.8% vs 7.3%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 1.8%）
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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
DOCS vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.8倍
$185.1M
营收增速更快
DOCS
高出2.4%
7.3%
净利率更高
DOCS
高出35.1%
-1.9%
两年增速更快
DOCS
近两年复合增速
1.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $342.1M |
| 净利润 | $61.6M | $-6.4M |
| 毛利率 | 89.9% | 43.6% |
| 营业利润率 | 38.9% | -2.5% |
| 净利率 | 33.3% | -1.9% |
| 营收同比 | 9.8% | 7.3% |
| 净利润同比 | -18.1% | -1.7% |
| 每股收益（稀释后） | $0.31 | $-0.05 |
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DOCSSFIX
| Q4 25 | $185.1M | $342.1M | ||
| Q3 25 | $168.5M | $311.2M | ||
| Q2 25 | $145.9M | $325.0M | ||
| Q1 25 | $138.3M | $312.1M | ||
| Q4 24 | $168.6M | $318.8M | ||
| Q3 24 | $136.8M | $319.6M | ||
| Q2 24 | $126.7M | $322.7M | ||
| Q1 24 | $118.1M | $330.4M |
净利润DOCSSFIX
| Q4 25 | $61.6M | $-6.4M | ||
| Q3 25 | $62.1M | $-8.6M | ||
| Q2 25 | $53.3M | $-7.4M | ||
| Q1 25 | $62.5M | $-6.5M | ||
| Q4 24 | $75.2M | $-6.3M | ||
| Q3 24 | $44.2M | $-36.5M | ||
| Q2 24 | $41.4M | $-21.3M | ||
| Q1 24 | $40.6M | $-35.5M |
毛利率DOCSSFIX
| Q4 25 | 89.9% | 43.6% | ||
| Q3 25 | 90.3% | 43.6% | ||
| Q2 25 | 89.2% | 44.2% | ||
| Q1 25 | 89.5% | 44.5% | ||
| Q4 24 | 91.6% | 45.4% | ||
| Q3 24 | 90.0% | 44.6% | ||
| Q2 24 | 89.3% | 45.5% | ||
| Q1 24 | 89.4% | 43.4% |
营业利润率DOCSSFIX
| Q4 25 | 38.9% | -2.5% | ||
| Q3 25 | 37.8% | -3.6% | ||
| Q2 25 | 37.4% | -3.0% | ||
| Q1 25 | 35.2% | -2.9% | ||
| Q4 24 | 47.4% | -2.8% | ||
| Q3 24 | 38.8% | -13.1% | ||
| Q2 24 | 36.4% | -7.7% | ||
| Q1 24 | 35.5% | -11.5% |
净利率DOCSSFIX
| Q4 25 | 33.3% | -1.9% | ||
| Q3 25 | 36.8% | -2.8% | ||
| Q2 25 | 36.5% | -2.3% | ||
| Q1 25 | 45.2% | -2.1% | ||
| Q4 24 | 44.6% | -2.0% | ||
| Q3 24 | 32.3% | -11.4% | ||
| Q2 24 | 32.7% | -6.6% | ||
| Q1 24 | 34.4% | -10.8% |
每股收益（稀释后）DOCSSFIX
| Q4 25 | $0.31 | $-0.05 | ||
| Q3 25 | $0.31 | $-0.06 | ||
| Q2 25 | $0.27 | $-0.06 | ||
| Q1 25 | $0.31 | $-0.05 | ||
| Q4 24 | $0.37 | $-0.05 | ||
| Q3 24 | $0.22 | $-0.29 | ||
| Q2 24 | $0.21 | $-0.18 | ||
| Q1 24 | $0.20 | $-0.30 |
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 | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $204.1M |
| 总资产 | $1.2B | $530.7M |
| 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DOCSSFIX
| Q4 25 | $64.8M | $244.2M | ||
| Q3 25 | $169.2M | $234.9M | ||
| Q2 25 | $137.3M | $234.2M | ||
| Q1 25 | $209.6M | $219.1M | ||
| Q4 24 | $165.3M | $253.3M | ||
| Q3 24 | $184.2M | $247.0M | ||
| Q2 24 | $111.4M | $244.5M | ||
| Q1 24 | $96.8M | $229.8M |
股东权益DOCSSFIX
| Q4 25 | $979.3M | $204.1M | ||
| Q3 25 | $1.1B | $203.0M | ||
| Q2 25 | $1.0B | $200.4M | ||
| Q1 25 | $1.1B | $197.8M | ||
| Q4 24 | $1.0B | $190.5M | ||
| Q3 24 | $961.2M | $187.0M | ||
| Q2 24 | $913.6M | $208.9M | ||
| Q1 24 | $901.4M | $213.3M |
总资产DOCSSFIX
| Q4 25 | $1.2B | $530.7M | ||
| Q3 25 | $1.3B | $480.6M | ||
| Q2 25 | $1.2B | $484.7M | ||
| Q1 25 | $1.3B | $472.6M | ||
| Q4 24 | $1.2B | $507.1M | ||
| Q3 24 | $1.1B | $486.9M | ||
| Q2 24 | $1.1B | $537.0M | ||
| Q1 24 | $1.1B | $538.3M |
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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | — | $5.6M |
| 自由现金流率自由现金流/营收 | — | 1.6% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 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 | — | $4.9M |
8季度趋势，按日历期对齐
经营现金流DOCSSFIX
| Q4 25 | $60.9M | $10.9M | ||
| Q3 25 | $93.9M | $7.0M | ||
| Q2 25 | $62.1M | $20.5M | ||
| Q1 25 | $98.5M | $-16.2M | ||
| Q4 24 | $65.2M | $14.3M | ||
| Q3 24 | $68.3M | $8.2M | ||
| Q2 24 | $41.2M | $21.7M | ||
| Q1 24 | $63.9M | $-22.3M |
自由现金流DOCSSFIX
| Q4 25 | — | $5.6M | ||
| Q3 25 | — | $2.8M | ||
| Q2 25 | — | $16.0M | ||
| Q1 25 | — | $-19.4M | ||
| Q4 24 | — | $9.9M | ||
| Q3 24 | — | $4.5M | ||
| Q2 24 | — | $18.9M | ||
| Q1 24 | — | $-26.1M |
自由现金流率DOCSSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | -6.2% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 5.9% | ||
| Q1 24 | — | -7.9% |
资本支出强度DOCSSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | 0.0% | 1.0% | ||
| Q4 24 | 0.0% | 1.4% | ||
| Q3 24 | 0.0% | 1.2% | ||
| Q2 24 | 0.0% | 0.9% | ||
| Q1 24 | 0.0% | 1.1% |
现金转化率DOCSSFIX
| 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% |
SFIX
暂无分部数据
