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Doximity, Inc.（DOCS）与医疗房产信托（SVC）财务数据对比。点击上方公司名可切换其他公司
医疗房产信托的季度营收约是Doximity, Inc.的1.6倍（$296.5M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs -0.3%，领先33.5%），Doximity, Inc.同比增速更快（9.8% vs -17.0%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -6.1%）
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。
医疗房产信托（MPT）是总部位于阿拉巴马州伯明翰的国际房地产投资信托（REIT），主要在美国和欧洲地区收购投资医疗设施与营利性医疗控股公司。该公司的房产收购多采用售后回租模式，原产权方出售房产给MPT后成为承租租户，其租户普遍签订长期三净租约。
DOCS vs SVC — 直观对比
营收规模更大
SVC
是对方的1.6倍
$185.1M
营收增速更快
DOCS
高出26.7%
-17.0%
净利率更高
DOCS
高出33.5%
-0.3%
两年增速更快
DOCS
近两年复合增速
-6.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $296.5M |
| 净利润 | $61.6M | $-782.0K |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | -3.9% |
| 净利率 | 33.3% | -0.3% |
| 营收同比 | 9.8% | -17.0% |
| 净利润同比 | -18.1% | 99.0% |
| 每股收益（稀释后） | $0.31 | $-0.01 |
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DOCSSVC
| Q4 25 | $185.1M | $296.5M | ||
| Q3 25 | $168.5M | $377.6M | ||
| Q2 25 | $145.9M | $404.4M | ||
| Q1 25 | $138.3M | $335.0M | ||
| Q4 24 | $168.6M | $357.0M | ||
| Q3 24 | $136.8M | $390.9M | ||
| Q2 24 | $126.7M | $412.5M | ||
| Q1 24 | $118.1M | $336.2M |
净利润DOCSSVC
| Q4 25 | $61.6M | $-782.0K | ||
| Q3 25 | $62.1M | $-46.9M | ||
| Q2 25 | $53.3M | $-38.2M | ||
| Q1 25 | $62.5M | $-116.4M | ||
| Q4 24 | $75.2M | $-76.4M | ||
| Q3 24 | $44.2M | $-46.9M | ||
| Q2 24 | $41.4M | $-73.8M | ||
| Q1 24 | $40.6M | $-78.4M |
毛利率DOCSSVC
| 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DOCSSVC
| Q4 25 | 38.9% | -3.9% | ||
| Q3 25 | 37.8% | -12.8% | ||
| Q2 25 | 37.4% | -9.2% | ||
| Q1 25 | 35.2% | -33.3% | ||
| Q4 24 | 47.4% | -19.4% | ||
| Q3 24 | 38.8% | -12.8% | ||
| Q2 24 | 36.4% | -17.1% | ||
| Q1 24 | 35.5% | -21.4% |
净利率DOCSSVC
| Q4 25 | 33.3% | -0.3% | ||
| Q3 25 | 36.8% | -12.4% | ||
| Q2 25 | 36.5% | -9.4% | ||
| Q1 25 | 45.2% | -34.8% | ||
| Q4 24 | 44.6% | -21.4% | ||
| Q3 24 | 32.3% | -12.0% | ||
| Q2 24 | 32.7% | -17.9% | ||
| Q1 24 | 34.4% | -23.3% |
每股收益（稀释后）DOCSSVC
| Q4 25 | $0.31 | $-0.01 | ||
| Q3 25 | $0.31 | $-0.28 | ||
| Q2 25 | $0.27 | $-0.23 | ||
| Q1 25 | $0.31 | $-0.70 | ||
| Q4 24 | $0.37 | $-0.46 | ||
| Q3 24 | $0.22 | $-0.28 | ||
| Q2 24 | $0.21 | $-0.45 | ||
| Q1 24 | $0.20 | $-0.48 |
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 | $346.8M |
| 总债务越低越好 | — | $5.5B |
| 股东权益账面价值 | $979.3M | $646.1M |
| 总资产 | $1.2B | $6.5B |
| 负债/权益比越低杠杆越低 | — | 8.52× |
8季度趋势，按日历期对齐
现金及短期投资DOCSSVC
| Q4 25 | $64.8M | $346.8M | ||
| Q3 25 | $169.2M | $417.4M | ||
| Q2 25 | $137.3M | $63.2M | ||
| Q1 25 | $209.6M | $80.1M | ||
| Q4 24 | $165.3M | $143.5M | ||
| Q3 24 | $184.2M | $48.6M | ||
| Q2 24 | $111.4M | $14.6M | ||
| Q1 24 | $96.8M | $71.3M |
总债务DOCSSVC
| Q4 25 | — | $5.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DOCSSVC
| Q4 25 | $979.3M | $646.1M | ||
| Q3 25 | $1.1B | $647.9M | ||
| Q2 25 | $1.0B | $695.9M | ||
| Q1 25 | $1.1B | $734.6M | ||
| Q4 24 | $1.0B | $851.9M | ||
| Q3 24 | $961.2M | $929.0M | ||
| Q2 24 | $913.6M | $1.0B | ||
| Q1 24 | $901.4M | $1.1B |
总资产DOCSSVC
| Q4 25 | $1.2B | $6.5B | ||
| Q3 25 | $1.3B | $7.0B | ||
| Q2 25 | $1.2B | $6.9B | ||
| Q1 25 | $1.3B | $7.0B | ||
| Q4 24 | $1.2B | $7.1B | ||
| Q3 24 | $1.1B | $7.1B | ||
| Q2 24 | $1.1B | $7.1B | ||
| Q1 24 | $1.1B | $7.2B |
负债/权益比DOCSSVC
| Q4 25 | — | 8.52× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 6.85× | ||
| Q3 24 | — | — | ||
| 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 | $-18.5M |
| 自由现金流经营现金流 - 资本支出 | — | $-95.2M |
| 自由现金流率自由现金流/营收 | — | -32.1% |
| 资本支出强度资本支出/营收 | — | 25.9% |
| 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 | — | $-107.0M |
8季度趋势，按日历期对齐
经营现金流DOCSSVC
| Q4 25 | $60.9M | $-18.5M | ||
| Q3 25 | $93.9M | $98.1M | ||
| Q2 25 | $62.1M | $-7.0K | ||
| Q1 25 | $98.5M | $38.2M | ||
| Q4 24 | $65.2M | $-9.7M | ||
| Q3 24 | $68.3M | $106.2M | ||
| Q2 24 | $41.2M | $43.8M | ||
| Q1 24 | $63.9M | $-926.0K |
自由现金流DOCSSVC
| Q4 25 | — | $-95.2M | ||
| Q3 25 | — | $57.9M | ||
| Q2 25 | — | $-46.6M | ||
| Q1 25 | — | $-23.2M | ||
| Q4 24 | — | $-88.9M | ||
| Q3 24 | — | $24.1M | ||
| Q2 24 | — | $-22.3M | ||
| Q1 24 | — | $-77.2M |
自由现金流率DOCSSVC
| Q4 25 | — | -32.1% | ||
| Q3 25 | — | 15.3% | ||
| Q2 25 | — | -11.5% | ||
| Q1 25 | — | -6.9% | ||
| Q4 24 | — | -24.9% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | -5.4% | ||
| Q1 24 | — | -23.0% |
资本支出强度DOCSSVC
| Q4 25 | — | 25.9% | ||
| Q3 25 | — | 10.6% | ||
| Q2 25 | — | 11.5% | ||
| Q1 25 | 0.0% | 18.3% | ||
| Q4 24 | 0.0% | 22.2% | ||
| Q3 24 | 0.0% | 21.0% | ||
| Q2 24 | 0.0% | 16.0% | ||
| Q1 24 | 0.0% | 22.7% |
现金转化率DOCSSVC
| 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% |
SVC
暂无分部数据
