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Doximity, Inc.（DOCS）与SONIDA SENIOR LIVING, INC.（SNDA）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SONIDA SENIOR LIVING, INC.的1.9倍（$185.1M vs $97.7M），Doximity, Inc.净利率更高（33.3% vs -30.5%，领先63.8%），Doximity, Inc.同比增速更快（9.8% vs 6.2%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 20.3%）
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。
Sonida Senior Living, Inc.是美国领先的养老社区运营商、所有者与投资方，按容纳居住人数规模位居行业前列。该公司及前身自1990年起深耕养老住房服务，截至2025年6月1日，已在美国20个州运营96个养老社区，总可容纳超1万名长者，其中83个为公司自有产权社区，13个为第三方委托管理社区。
DOCS vs SNDA — 直观对比
营收规模更大
DOCS
是对方的1.9倍
$97.7M
营收增速更快
DOCS
高出3.5%
6.2%
净利率更高
DOCS
高出63.8%
-30.5%
两年增速更快
DOCS
近两年复合增速
20.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $97.7M |
| 净利润 | $61.6M | $-29.8M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | -30.8% |
| 净利率 | 33.3% | -30.5% |
| 营收同比 | 9.8% | 6.2% |
| 净利润同比 | -18.1% | -441.0% |
| 每股收益（稀释后） | $0.31 | $-1.73 |
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DOCSSNDA
| Q4 25 | $185.1M | $97.7M | ||
| Q3 25 | $168.5M | $98.0M | ||
| Q2 25 | $145.9M | $93.5M | ||
| Q1 25 | $138.3M | $91.9M | ||
| Q4 24 | $168.6M | $91.9M | ||
| Q3 24 | $136.8M | $74.8M | ||
| Q2 24 | $126.7M | $70.2M | ||
| Q1 24 | $118.1M | $67.4M |
净利润DOCSSNDA
| Q4 25 | $61.6M | $-29.8M | ||
| Q3 25 | $62.1M | $-26.9M | ||
| Q2 25 | $53.3M | $-1.6M | ||
| Q1 25 | $62.5M | $-12.5M | ||
| Q4 24 | $75.2M | $-5.5M | ||
| Q3 24 | $44.2M | $-13.8M | ||
| Q2 24 | $41.4M | $-9.8M | ||
| Q1 24 | $40.6M | $27.0M |
毛利率DOCSSNDA
| 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DOCSSNDA
| Q4 25 | 38.9% | -30.8% | ||
| Q3 25 | 37.8% | -27.8% | ||
| Q2 25 | 37.4% | -2.0% | ||
| Q1 25 | 35.2% | 21.9% | ||
| Q4 24 | 47.4% | -6.7% | ||
| Q3 24 | 38.8% | -19.0% | ||
| Q2 24 | 36.4% | -13.9% | ||
| Q1 24 | 35.5% | 22.1% |
净利率DOCSSNDA
| Q4 25 | 33.3% | -30.5% | ||
| Q3 25 | 36.8% | -27.4% | ||
| Q2 25 | 36.5% | -1.7% | ||
| Q1 25 | 45.2% | -13.6% | ||
| Q4 24 | 44.6% | -6.0% | ||
| Q3 24 | 32.3% | -18.4% | ||
| Q2 24 | 32.7% | -14.0% | ||
| Q1 24 | 34.4% | 40.1% |
每股收益（稀释后）DOCSSNDA
| Q4 25 | $0.31 | $-1.73 | ||
| Q3 25 | $0.31 | $-1.56 | ||
| Q2 25 | $0.27 | $-0.16 | ||
| Q1 25 | $0.31 | $-0.77 | ||
| Q4 24 | $0.37 | $-0.86 | ||
| Q3 24 | $0.22 | $-0.98 | ||
| Q2 24 | $0.21 | $-0.86 | ||
| Q1 24 | $0.20 | $2.16 |
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 | $11.0M |
| 总债务越低越好 | — | $689.7M |
| 股东权益账面价值 | $979.3M | $-11.0K |
| 总资产 | $1.2B | $844.8M |
| 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DOCSSNDA
| Q4 25 | $64.8M | $11.0M | ||
| Q3 25 | $169.2M | $17.0M | ||
| Q2 25 | $137.3M | $14.1M | ||
| Q1 25 | $209.6M | $14.0M | ||
| Q4 24 | $165.3M | $17.0M | ||
| Q3 24 | $184.2M | $24.9M | ||
| Q2 24 | $111.4M | $9.5M | ||
| Q1 24 | $96.8M | $24.2M |
总债务DOCSSNDA
| Q4 25 | — | $689.7M | ||
| Q3 25 | — | $684.4M | ||
| Q2 25 | — | $677.9M | ||
| Q1 25 | — | $650.9M | ||
| Q4 24 | — | $651.4M | ||
| Q3 24 | — | $604.1M | ||
| Q2 24 | — | $583.8M | ||
| Q1 24 | — | $578.1M |
股东权益DOCSSNDA
| Q4 25 | $979.3M | $-11.0K | ||
| Q3 25 | $1.1B | $29.8M | ||
| Q2 25 | $1.0B | $56.7M | ||
| Q1 25 | $1.1B | $58.8M | ||
| Q4 24 | $1.0B | $71.8M | ||
| Q3 24 | $961.2M | $77.5M | ||
| Q2 24 | $913.6M | $-34.1M | ||
| Q1 24 | $901.4M | $-41.4M |
总资产DOCSSNDA
| Q4 25 | $1.2B | $844.8M | ||
| Q3 25 | $1.3B | $854.8M | ||
| Q2 25 | $1.2B | $849.8M | ||
| Q1 25 | $1.3B | $824.5M | ||
| Q4 24 | $1.2B | $841.9M | ||
| Q3 24 | $1.1B | $796.2M | ||
| Q2 24 | $1.1B | $652.2M | ||
| Q1 24 | $1.1B | $636.3M |
负债/权益比DOCSSNDA
| Q4 25 | — | — | ||
| Q3 25 | — | 22.99× | ||
| Q2 25 | — | 11.96× | ||
| Q1 25 | — | 11.08× | ||
| Q4 24 | — | 9.07× | ||
| Q3 24 | — | 7.79× | ||
| 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 | $-400.0K |
| 自由现金流经营现金流 - 资本支出 | — | $-9.3M |
| 自由现金流率自由现金流/营收 | — | -9.5% |
| 资本支出强度资本支出/营收 | — | 9.1% |
| 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 | — | $-8.9M |
8季度趋势，按日历期对齐
经营现金流DOCSSNDA
| Q4 25 | $60.9M | $-400.0K | ||
| Q3 25 | $93.9M | $12.0M | ||
| Q2 25 | $62.1M | $8.9M | ||
| Q1 25 | $98.5M | $3.8M | ||
| Q4 24 | $65.2M | $-3.1M | ||
| Q3 24 | $68.3M | $3.0M | ||
| Q2 24 | $41.2M | $2.5M | ||
| Q1 24 | $63.9M | $-4.1M |
自由现金流DOCSSNDA
| Q4 25 | — | $-9.3M | ||
| Q3 25 | — | $3.0M | ||
| Q2 25 | — | $1.9M | ||
| Q1 25 | — | $-4.5M | ||
| Q4 24 | — | $-10.4M | ||
| Q3 24 | — | $-5.1M | ||
| Q2 24 | — | $-1.7M | ||
| Q1 24 | — | $-9.9M |
自由现金流率DOCSSNDA
| Q4 25 | — | -9.5% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | -4.9% | ||
| Q4 24 | — | -11.3% | ||
| Q3 24 | — | -6.8% | ||
| Q2 24 | — | -2.4% | ||
| Q1 24 | — | -14.6% |
资本支出强度DOCSSNDA
| Q4 25 | — | 9.1% | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | — | 7.5% | ||
| Q1 25 | 0.0% | 9.1% | ||
| Q4 24 | 0.0% | 7.9% | ||
| Q3 24 | 0.0% | 10.8% | ||
| Q2 24 | 0.0% | 5.9% | ||
| Q1 24 | 0.0% | 8.5% |
现金转化率DOCSSNDA
| 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× | -0.15× |
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% |
SNDA
| Health Care Resident Service | $86.3M | 88% |
| Community Reimbursement Revenue | $10.3M | 11% |
| Management Service | $1.1M | 1% |
