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Doximity, Inc.（DOCS）与STRATASYS LTD.（SSYS）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STRATASYS LTD.的1.4倍（$185.1M vs $137.0M），Doximity, Inc.净利率更高（33.3% vs -40.6%，领先73.9%），Doximity, Inc.同比增速更快（9.8% vs -2.2%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -7.4%）
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。
Stratasys是一家美以合资的增材制造企业，总部注册于以色列，主营聚合物3D打印设备、配套软件与打印材料，同时按需提供3D打印零部件服务。其3D打印方案被工程领域广泛采用，可加工ABS、聚碳酸酯、尼龙12等多种聚合物材料，适配复杂几何构件的建模生产。
DOCS vs SSYS — 直观对比
营收规模更大
DOCS
是对方的1.4倍
$137.0M
营收增速更快
DOCS
高出11.9%
-2.2%
净利率更高
DOCS
高出73.9%
-40.6%
两年增速更快
DOCS
近两年复合增速
-7.4%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $137.0M |
| 净利润 | $61.6M | $-55.6M |
| 毛利率 | 89.9% | 41.0% |
| 营业利润率 | 38.9% | -16.6% |
| 净利率 | 33.3% | -40.6% |
| 营收同比 | 9.8% | -2.2% |
| 净利润同比 | -18.1% | -109.0% |
| 每股收益（稀释后） | $0.31 | — |
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DOCSSSYS
| Q4 25 | $185.1M | — | ||
| Q3 25 | $168.5M | $137.0M | ||
| Q2 25 | $145.9M | $138.1M | ||
| Q1 25 | $138.3M | $136.0M | ||
| Q4 24 | $168.6M | — | ||
| Q3 24 | $136.8M | $140.0M | ||
| Q2 24 | $126.7M | $138.0M | ||
| Q1 24 | $118.1M | $144.1M |
净利润DOCSSSYS
| Q4 25 | $61.6M | — | ||
| Q3 25 | $62.1M | $-55.6M | ||
| Q2 25 | $53.3M | $-16.7M | ||
| Q1 25 | $62.5M | $-13.1M | ||
| Q4 24 | $75.2M | — | ||
| Q3 24 | $44.2M | $-26.6M | ||
| Q2 24 | $41.4M | $-25.7M | ||
| Q1 24 | $40.6M | $-26.0M |
毛利率DOCSSSYS
| Q4 25 | 89.9% | — | ||
| Q3 25 | 90.3% | 41.0% | ||
| Q2 25 | 89.2% | 43.1% | ||
| Q1 25 | 89.5% | 44.3% | ||
| Q4 24 | 91.6% | — | ||
| Q3 24 | 90.0% | 44.8% | ||
| Q2 24 | 89.3% | 43.8% | ||
| Q1 24 | 89.4% | 44.4% |
营业利润率DOCSSSYS
| Q4 25 | 38.9% | — | ||
| Q3 25 | 37.8% | -16.6% | ||
| Q2 25 | 37.4% | -12.0% | ||
| Q1 25 | 35.2% | -9.1% | ||
| Q4 24 | 47.4% | — | ||
| Q3 24 | 38.8% | -18.2% | ||
| Q2 24 | 36.4% | -18.9% | ||
| Q1 24 | 35.5% | -17.0% |
净利率DOCSSSYS
| Q4 25 | 33.3% | — | ||
| Q3 25 | 36.8% | -40.6% | ||
| Q2 25 | 36.5% | -12.1% | ||
| Q1 25 | 45.2% | -9.6% | ||
| Q4 24 | 44.6% | — | ||
| Q3 24 | 32.3% | -19.0% | ||
| Q2 24 | 32.7% | -18.6% | ||
| Q1 24 | 34.4% | -18.0% |
每股收益（稀释后）DOCSSSYS
| Q4 25 | $0.31 | — | ||
| Q3 25 | $0.31 | — | ||
| Q2 25 | $0.27 | — | ||
| Q1 25 | $0.31 | — | ||
| Q4 24 | $0.37 | — | ||
| Q3 24 | $0.22 | — | ||
| Q2 24 | $0.21 | — | ||
| Q1 24 | $0.20 | — |
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 | $71.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $852.5M |
| 总资产 | $1.2B | $1.1B |
| 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DOCSSSYS
| Q4 25 | $64.8M | — | ||
| Q3 25 | $169.2M | $71.5M | ||
| Q2 25 | $137.3M | $71.1M | ||
| Q1 25 | $209.6M | $70.1M | ||
| Q4 24 | $165.3M | — | ||
| Q3 24 | $184.2M | $64.0M | ||
| Q2 24 | $111.4M | $70.9M | ||
| Q1 24 | $96.8M | $91.1M |
股东权益DOCSSSYS
| Q4 25 | $979.3M | — | ||
| Q3 25 | $1.1B | $852.5M | ||
| Q2 25 | $1.0B | $902.4M | ||
| Q1 25 | $1.1B | $784.8M | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $961.2M | $831.8M | ||
| Q2 24 | $913.6M | $850.5M | ||
| Q1 24 | $901.4M | $866.1M |
总资产DOCSSSYS
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.3B | $1.0B | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.1B | $1.1B |
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 | $6.9M |
| 自由现金流经营现金流 - 资本支出 | — | $2.5M |
| 自由现金流率自由现金流/营收 | — | 1.8% |
| 资本支出强度资本支出/营收 | — | 3.2% |
| 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 | — | $-11.5M |
8季度趋势，按日历期对齐
经营现金流DOCSSSYS
| Q4 25 | $60.9M | — | ||
| Q3 25 | $93.9M | $6.9M | ||
| Q2 25 | $62.1M | $-1.1M | ||
| Q1 25 | $98.5M | $4.5M | ||
| Q4 24 | $65.2M | — | ||
| Q3 24 | $68.3M | $-4.5M | ||
| Q2 24 | $41.2M | $-2.4M | ||
| Q1 24 | $63.9M | $7.3M |
自由现金流DOCSSSYS
| Q4 25 | — | — | ||
| Q3 25 | — | $2.5M | ||
| Q2 25 | — | $-8.4M | ||
| Q1 25 | — | $789.0K | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-6.3M | ||
| Q2 24 | — | $-4.9M | ||
| Q1 24 | — | $5.0M |
自由现金流率DOCSSSYS
| Q4 25 | — | — | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | -6.1% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -4.5% | ||
| Q2 24 | — | -3.6% | ||
| Q1 24 | — | 3.5% |
资本支出强度DOCSSSYS
| Q4 25 | — | — | ||
| Q3 25 | — | 3.2% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | 0.0% | 2.8% | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | 1.3% | ||
| Q2 24 | 0.0% | 1.8% | ||
| Q1 24 | 0.0% | 1.6% |
现金转化率DOCSSSYS
| 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% |
SSYS
暂无分部数据
