vs
Doximity, Inc.（DOCS）与全食超市（SMPL）财务数据对比。点击上方公司名可切换其他公司
全食超市的季度营收约是Doximity, Inc.的1.8倍（$340.2M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 7.4%，领先25.8%），Doximity, Inc.同比增速更快（9.8% vs -0.3%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 3.0%）
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。
全食超市是总部位于美国得克萨斯州奥斯汀的跨国连锁超市，现为亚马逊全资旗下品牌。门店主打无氢化脂肪、人工色素、人工香精、防腐剂的天然食品，是美国农业部认证的有机食品零售商，以丰富的有机商品选择深受消费者欢迎。
DOCS vs SMPL — 直观对比
营收规模更大
SMPL
是对方的1.8倍
$185.1M
营收增速更快
DOCS
高出10.1%
-0.3%
净利率更高
DOCS
高出25.8%
7.4%
两年增速更快
DOCS
近两年复合增速
3.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $340.2M |
| 净利润 | $61.6M | $25.3M |
| 毛利率 | 89.9% | 32.3% |
| 营业利润率 | 38.9% | 11.0% |
| 净利率 | 33.3% | 7.4% |
| 营收同比 | 9.8% | -0.3% |
| 净利润同比 | -18.1% | -33.7% |
| 每股收益（稀释后） | $0.31 | $0.26 |
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DOCSSMPL
| Q4 25 | $185.1M | $340.2M | ||
| Q3 25 | $168.5M | — | ||
| Q2 25 | $145.9M | $381.0M | ||
| Q1 25 | $138.3M | — | ||
| Q4 24 | $168.6M | $341.3M | ||
| Q3 24 | $136.8M | $375.7M | ||
| Q2 24 | $126.7M | $334.8M | ||
| Q1 24 | $118.1M | $312.2M |
净利润DOCSSMPL
| Q4 25 | $61.6M | $25.3M | ||
| Q3 25 | $62.1M | — | ||
| Q2 25 | $53.3M | $41.1M | ||
| Q1 25 | $62.5M | — | ||
| Q4 24 | $75.2M | $38.1M | ||
| Q3 24 | $44.2M | $29.3M | ||
| Q2 24 | $41.4M | $41.3M | ||
| Q1 24 | $40.6M | $33.1M |
毛利率DOCSSMPL
| Q4 25 | 89.9% | 32.3% | ||
| Q3 25 | 90.3% | — | ||
| Q2 25 | 89.2% | 36.4% | ||
| Q1 25 | 89.5% | — | ||
| Q4 24 | 91.6% | 38.2% | ||
| Q3 24 | 90.0% | 38.8% | ||
| Q2 24 | 89.3% | 39.9% | ||
| Q1 24 | 89.4% | 37.4% |
营业利润率DOCSSMPL
| Q4 25 | 38.9% | 11.0% | ||
| Q3 25 | 37.8% | — | ||
| Q2 25 | 37.4% | 15.6% | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 47.4% | 16.0% | ||
| Q3 24 | 38.8% | 12.7% | ||
| Q2 24 | 36.4% | 17.6% | ||
| Q1 24 | 35.5% | 15.4% |
净利率DOCSSMPL
| Q4 25 | 33.3% | 7.4% | ||
| Q3 25 | 36.8% | — | ||
| Q2 25 | 36.5% | 10.8% | ||
| Q1 25 | 45.2% | — | ||
| Q4 24 | 44.6% | 11.2% | ||
| Q3 24 | 32.3% | 7.8% | ||
| Q2 24 | 32.7% | 12.3% | ||
| Q1 24 | 34.4% | 10.6% |
每股收益（稀释后）DOCSSMPL
| Q4 25 | $0.31 | $0.26 | ||
| Q3 25 | $0.31 | — | ||
| Q2 25 | $0.27 | $0.40 | ||
| Q1 25 | $0.31 | — | ||
| Q4 24 | $0.37 | $0.38 | ||
| Q3 24 | $0.22 | $0.29 | ||
| Q2 24 | $0.21 | $0.41 | ||
| Q1 24 | $0.20 | $0.33 |
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 | $194.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $1.7B |
| 总资产 | $1.2B | $2.5B |
| 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DOCSSMPL
| Q4 25 | $64.8M | $194.1M | ||
| Q3 25 | $169.2M | — | ||
| Q2 25 | $137.3M | $98.0M | ||
| Q1 25 | $209.6M | — | ||
| Q4 24 | $165.3M | $121.8M | ||
| Q3 24 | $184.2M | $132.5M | ||
| Q2 24 | $111.4M | $208.7M | ||
| Q1 24 | $96.8M | $135.9M |
总债务DOCSSMPL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $397.5M | ||
| Q2 24 | — | $237.7M | ||
| Q1 24 | — | $237.7M |
股东权益DOCSSMPL
| Q4 25 | $979.3M | $1.7B | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $961.2M | $1.7B | ||
| Q2 24 | $913.6M | $1.7B | ||
| Q1 24 | $901.4M | $1.6B |
总资产DOCSSMPL
| Q4 25 | $1.2B | $2.5B | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.2B | $2.4B | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $1.1B | $2.4B | ||
| Q2 24 | $1.1B | $2.2B | ||
| Q1 24 | $1.1B | $2.1B |
负债/权益比DOCSSMPL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.14× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | — | $48.0M |
| 自由现金流率自由现金流/营收 | — | 14.1% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | 0.99× | 1.98× |
| 过去12个月自由现金流最近4个季度 | — | $223.6M |
8季度趋势，按日历期对齐
经营现金流DOCSSMPL
| Q4 25 | $60.9M | $50.1M | ||
| Q3 25 | $93.9M | — | ||
| Q2 25 | $62.1M | $101.1M | ||
| Q1 25 | $98.5M | — | ||
| Q4 24 | $65.2M | $32.0M | ||
| Q3 24 | $68.3M | $48.9M | ||
| Q2 24 | $41.2M | $72.8M | ||
| Q1 24 | $63.9M | $46.5M |
自由现金流DOCSSMPL
| Q4 25 | — | $48.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $98.9M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $31.7M | ||
| Q3 24 | — | $45.0M | ||
| Q2 24 | — | $72.0M | ||
| Q1 24 | — | $46.1M |
自由现金流率DOCSSMPL
| Q4 25 | — | 14.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 25.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 9.3% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 21.5% | ||
| Q1 24 | — | 14.8% |
资本支出强度DOCSSMPL
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.0% | 0.1% | ||
| Q3 24 | 0.0% | 1.0% | ||
| Q2 24 | 0.0% | 0.2% | ||
| Q1 24 | 0.0% | 0.1% |
现金转化率DOCSSMPL
| Q4 25 | 0.99× | 1.98× | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | 2.46× | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | 0.84× | ||
| Q3 24 | 1.55× | 1.67× | ||
| Q2 24 | 1.00× | 1.76× | ||
| Q1 24 | 1.57× | 1.40× |
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% |
SMPL
| Quest | $211.4M | 62% |
| Atkins Domain | $79.7M | 23% |
| OWYN | $28.1M | 8% |
| Other | $20.9M | 6% |
