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Doximity, Inc.（DOCS）与合众银行（STBA）财务数据对比。点击上方公司名可切换其他公司
Doximity, Inc.的季度营收约是合众银行的1.8倍（$185.1M vs $102.1M），合众银行净利率更高（34.4% vs 33.3%，领先1.1%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 2.6%）
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。
合众银行是总部位于美国明尼苏达州明尼阿波利斯、注册地为特拉华州的跨国银行机构，截至2025年为美国第五大银行，也是美国中西部规模最大的银行，被金融稳定委员会认定为系统重要性机构。旗下核心运营主体为美国合众银行全国协会，以“U.S. Bank”品牌开展业务，提供银行、投资、抵押贷款等多元金融服务。
DOCS vs STBA — 直观对比
营收规模更大
DOCS
是对方的1.8倍
$102.1M
净利率更高
STBA
高出1.1%
33.3%
两年增速更快
DOCS
近两年复合增速
2.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $102.1M |
| 净利润 | $61.6M | $35.1M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | — |
| 净利率 | 33.3% | 34.4% |
| 营收同比 | 9.8% | — |
| 净利润同比 | -18.1% | 5.0% |
| 每股收益（稀释后） | $0.31 | $0.94 |
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DOCSSTBA
| Q1 26 | — | $102.1M | ||
| Q4 25 | $185.1M | $105.3M | ||
| Q3 25 | $168.5M | $103.0M | ||
| Q2 25 | $145.9M | $100.1M | ||
| Q1 25 | $138.3M | $93.8M | ||
| Q4 24 | $168.6M | $94.3M | ||
| Q3 24 | $136.8M | $96.4M | ||
| Q2 24 | $126.7M | $96.9M |
净利润DOCSSTBA
| Q1 26 | — | $35.1M | ||
| Q4 25 | $61.6M | $34.0M | ||
| Q3 25 | $62.1M | $35.0M | ||
| Q2 25 | $53.3M | $31.9M | ||
| Q1 25 | $62.5M | $33.4M | ||
| Q4 24 | $75.2M | $33.1M | ||
| Q3 24 | $44.2M | $32.6M | ||
| Q2 24 | $41.4M | $34.4M |
毛利率DOCSSTBA
| 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DOCSSTBA
| Q1 26 | — | — | ||
| Q4 25 | 38.9% | 40.3% | ||
| Q3 25 | 37.8% | 42.6% | ||
| Q2 25 | 37.4% | 40.0% | ||
| Q1 25 | 35.2% | 44.5% | ||
| Q4 24 | 47.4% | 43.8% | ||
| Q3 24 | 38.8% | 43.0% | ||
| Q2 24 | 36.4% | 44.2% |
净利率DOCSSTBA
| Q1 26 | — | 34.4% | ||
| Q4 25 | 33.3% | 32.3% | ||
| Q3 25 | 36.8% | 33.9% | ||
| Q2 25 | 36.5% | 31.9% | ||
| Q1 25 | 45.2% | 35.6% | ||
| Q4 24 | 44.6% | 35.1% | ||
| Q3 24 | 32.3% | 33.8% | ||
| Q2 24 | 32.7% | 35.5% |
每股收益（稀释后）DOCSSTBA
| Q1 26 | — | $0.94 | ||
| Q4 25 | $0.31 | $0.88 | ||
| Q3 25 | $0.31 | $0.91 | ||
| Q2 25 | $0.27 | $0.83 | ||
| Q1 25 | $0.31 | $0.87 | ||
| Q4 24 | $0.37 | $0.86 | ||
| Q3 24 | $0.22 | $0.85 | ||
| Q2 24 | $0.21 | $0.89 |
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 | — |
| 总债务越低越好 | — | $100.8M |
| 股东权益账面价值 | $979.3M | $1.4B |
| 总资产 | $1.2B | $9.9B |
| 负债/权益比越低杠杆越低 | — | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资DOCSSTBA
| Q1 26 | — | — | ||
| Q4 25 | $64.8M | $163.4M | ||
| Q3 25 | $169.2M | $196.2M | ||
| Q2 25 | $137.3M | $203.1M | ||
| Q1 25 | $209.6M | $211.8M | ||
| Q4 24 | $165.3M | $244.8M | ||
| Q3 24 | $184.2M | $228.1M | ||
| Q2 24 | $111.4M | $246.3M |
总债务DOCSSTBA
| Q1 26 | — | $100.8M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益DOCSSTBA
| Q1 26 | — | $1.4B | ||
| Q4 25 | $979.3M | $1.5B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $961.2M | $1.4B | ||
| Q2 24 | $913.6M | $1.3B |
总资产DOCSSTBA
| Q1 26 | — | $9.9B | ||
| Q4 25 | $1.2B | $9.9B | ||
| Q3 25 | $1.3B | $9.8B | ||
| Q2 25 | $1.2B | $9.8B | ||
| Q1 25 | $1.3B | $9.7B | ||
| Q4 24 | $1.2B | $9.7B | ||
| Q3 24 | $1.1B | $9.6B | ||
| Q2 24 | $1.1B | $9.6B |
负债/权益比DOCSSTBA
| Q1 26 | — | 0.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 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DOCSSTBA
| Q1 26 | — | — | ||
| Q4 25 | $60.9M | $133.6M | ||
| Q3 25 | $93.9M | $40.5M | ||
| Q2 25 | $62.1M | $28.3M | ||
| Q1 25 | $98.5M | $28.7M | ||
| Q4 24 | $65.2M | $173.4M | ||
| Q3 24 | $68.3M | $27.6M | ||
| Q2 24 | $41.2M | $44.7M |
自由现金流DOCSSTBA
| Q1 26 | — | — | ||
| Q4 25 | — | $128.8M | ||
| Q3 25 | — | $39.9M | ||
| Q2 25 | — | $27.1M | ||
| Q1 25 | — | $27.0M | ||
| Q4 24 | — | $170.4M | ||
| Q3 24 | — | $26.9M | ||
| Q2 24 | — | $43.9M |
自由现金流率DOCSSTBA
| Q1 26 | — | — | ||
| Q4 25 | — | 122.4% | ||
| Q3 25 | — | 38.7% | ||
| Q2 25 | — | 27.1% | ||
| Q1 25 | — | 28.8% | ||
| Q4 24 | — | 180.7% | ||
| Q3 24 | — | 28.0% | ||
| Q2 24 | — | 45.3% |
资本支出强度DOCSSTBA
| Q1 26 | — | — | ||
| Q4 25 | — | 4.5% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | 0.0% | 1.8% | ||
| Q4 24 | 0.0% | 3.1% | ||
| Q3 24 | 0.0% | 0.7% | ||
| Q2 24 | 0.0% | 0.9% |
现金转化率DOCSSTBA
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | 3.93× | ||
| Q3 25 | 1.51× | 1.16× | ||
| Q2 25 | 1.16× | 0.89× | ||
| Q1 25 | 1.58× | 0.86× | ||
| Q4 24 | 0.87× | 5.24× | ||
| Q3 24 | 1.55× | 0.85× | ||
| Q2 24 | 1.00× | 1.30× |
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% |
STBA
| Net Interest Income | $88.4M | 87% |
| Noninterest Income | $13.6M | 13% |
